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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
   VANGUARD GROUP INC 3590 - 2023-12-31 263,922 $2,051,000 27,947
   Baird Financial Group Inc. 1015 - 2023-12-31 192,565 $1,496,000 -21,533
   AWM Investment Company Inc. 82 - 2023-12-31 163,281 $1,267,000 0
   BLACKROCK INC. 3964 - 2023-12-31 115,571 $898,000 -170
   GEODE CAPITAL MANAGEMENT LLC 3678 - 2023-12-31 53,454 $415,000 0
   UBS Group AG 4084 - 2023-12-31 52,006 $404,000 1,937
   AIGH Capital Management LLC 36 - 2023-12-31 28,322 $220,000 -63,625
   BAILARD BIEHL & KAISER INC 669 - 2023-12-31 22,515 $175,000 0
   NORTHERN TRUST CORP 3952 - 2023-12-31 21,430 $167,000 11,392
   STATE STREET CORP 3769 - 2023-12-31 18,047 $140,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5176 *New 2023-12-31 14,232 $110,000 14,232
   CITADEL ADVISORS LLC 4715 *New 2023-12-31 12,106 $94,000 12,106
   AE Wealth Management LLC 1950 - 2023-12-31 10,530 $74,000 0
   TOWER RESEARCH CAPITAL LLC 3976 - 2023-12-31 1,672 $13,000 846
   J P MORGAN CHASE & CO 5077 - 2023-12-31 1,310 $10,000 4
   Advisor Group Holdings Inc. 6264 - 2023-12-31 300 $2,000 -300
   FIFTH THIRD BANCORP 2317 - 2023-12-31 300 $2,000 0
   Geneos Wealth Management Inc. - 2023-12-31 210 $2,000 0
   Coppell Advisory Solutions LLC 1376 - 2023-12-31 88 $1,000 55
   FMR LLC 4577 - 2023-12-31 137 $1,000 -12
   ROYAL BANK OF CANADA 6237 - 2023-12-31 186 $1,000 -630
   US BANCORP 3772 *Closed 2023-12-31 0 $0 -500
   BANK OF AMERICA CORP /DE/ 6261 - 2023-12-31 42 $0 6
   WELLS FARGO & CO/MN 6460 - 2023-12-31 42 $0 2
   CGC Financial Services LLC 362 - 2023-12-31 45 $0 0
   MORGAN STANLEY 7470 - 2023-12-31 50 $0 0
   CULLEN FROST BANKERS INC 1147 *Closed 2023-12-31 0 $0 -50
   Coppell Advisory Solutions Corp. 1146 *Closed 2023-03-31 0 $0 -33
   PROEQUITIES INC. 10040 - 2023-12-31 0 $0 0
   Worth Venture Partners LLC 116 *Closed 2023-12-31 0 $0 -23,184
  30 Records found
  1    
  Page 1 of 1
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