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Get Institutions for : 
Ideal Power Inc. (IPWR)  
$0.28 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 26    1
Total shares held : 
972,363  
% of shares held : 
16.51%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  1  
Amount of shares held : 
-41,477  
% of shares held change : 
  -0.7%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
2
 26,338
 2.71%
 
Increased Positions :
8
 42,189
 4.34%
 
Unchanged Positions :
10
 268,432
 27.61%
 
Decreased Positions :
6
-86,270
-8.87%
 
Closed Positions :
3
-23,734
-2.44%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   AIGH Capital Management LLC 12 - 2024-03-31 700,000 $6,230,000 671,678
   VANGUARD GROUP INC 3532 - 2024-03-31 268,926 $2,393,000 5,004
   Baird Financial Group Inc. 960 - 2024-03-31 220,135 $1,959,000 27,570
   AWM Investment Company Inc. 76 - 2024-03-31 162,351 $1,445,000 -930
   Bleichroeder LP 30 *New 2024-03-31 133,000 $1,184,000 133,000
   BLACKROCK INC. 3895 - 2024-03-31 114,625 $1,020,000 -946
   Timelo Investment Management Inc. 22 *New 2024-03-31 100,000 $890,000 100,000
   GEODE CAPITAL MANAGEMENT LLC 3583 - 2024-03-31 60,342 $537,000 6,888
   Cable Car Capital LLC 25 *New 2024-03-31 55,000 $490,000 55,000
   UBS Group AG 4197 - 2024-03-31 47,871 $426,000 -4,135
   BAILARD BIEHL & KAISER INC 693 - 2024-03-31 22,515 $200,000 0
   STATE STREET CORP 3730 - 2024-03-31 18,047 $161,000 0
   CITADEL ADVISORS LLC 4862 - 2024-03-31 11,037 $98,000 -1,069
   NORTHERN TRUST CORP 4108 - 2024-03-31 10,026 $89,000 -11,404
   TOWER RESEARCH CAPITAL LLC 3405 - 2024-03-31 1,447 $13,000 -225
   J P MORGAN CHASE & CO 5011 - 2024-03-31 1,314 $12,000 4
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2600 *New 2024-03-31 1,000 $9,000 1,000
   Advisor Group Holdings Inc. 6069 - 2024-03-31 304 $3,000 4
   FIFTH THIRD BANCORP 2173 - 2024-03-31 300 $3,000 0
   OLD POINT TRUST & FINANCIAL SERVICES N A 432 *New 2024-03-31 250 $2,000 250
   Geneos Wealth Management Inc. 1934 - 2024-03-31 210 $2,000 0
   FMR LLC 4597 - 2024-03-31 83 $1,000 -54
   Coppell Advisory Solutions LLC 1376 - 2023-12-31 88 $1,000 55
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5406 *Closed 2024-03-31 0 $0 -14,232
   BANK OF AMERICA CORP /DE/ 6222 - 2024-03-31 36 $0 -6
   ROYAL BANK OF CANADA 6407 - 2024-03-31 5 $0 -181
   WELLS FARGO & CO/MN 6728 - 2024-03-31 43 $0 1
   PROEQUITIES INC. 9234 - 2024-03-31 0 $0 0
   AE Wealth Management LLC 1821 *Closed 2024-03-31 0 $0 -10,530
   CGC Financial Services LLC 377 *Closed 2024-03-31 0 $0 -45
   MORGAN STANLEY 7732 - 2024-03-31 50 $0 0

  31 Records found
  1    
  Page 1 of 1
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