Urban-Gro Inc.
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 31 institutions reported holding Urban-Gro Inc. in their 13F filings, up 4 from Q3 2024. 8 opened new positions and 5 sold out. The largest holders were AWM Investment Company, Inc. ($1.0M), Vanguard Group Inc. ($320K) and Bard Associates Inc. ($238K). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Urban-Gro Inc.
- CUSIP
- 91704K202
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $119K |
| Exits | 5 | $46K |
All 13F filers, Q3 2024 → Q4 2024: 225,575 shares bought and 595,540 shares sold, net −369,965 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 31 holders
| AWM Investment Company, Inc. | 0.13% | Reduce -24.3% | 1,092,762 | $1.0M |
| Vanguard Group Inc. | 0.00% | No change | 338,718 | $320K |
| Bard Associates Inc. | 0.08% | Reduce -13.5% | 251,729 | $238K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -17.6% | 208,710 | $197K |
| Citadel Advisors | 0.00% | Add +331.4% | 122,721 | $116K |
| Private Advisor Group, LLC | 0.00% | Reduce -57.6% | 91,426 | $86K |
| Geode Capital Management, LLC | 0.00% | No change | 90,124 | $85K |
| BlackRock, Inc. | 0.00% | No change | 75,508 | $71K |
| Evernest Financial Advisors, LLC | 0.01% | New | 60,000 | $57K |
| Renaissance Technologies | 0.00% | Add +0.8% | 52,300 | $49K |
| IFP Advisors, Inc | 0.00% | Add +6.3% | 46,253 | $44K |
| Financial Advocates Investment Management | 0.00% | No change | 27,000 | $26K |
| Virtu Financial LLC | 0.00% | New | 26,956 | $25K |
| State Street Corp. | 0.00% | No change | 26,395 | $25K |
| Northern Trust Corp. | 0.00% | No change | 13,676 | $13K |
| UBS Group AG | 0.00% | New | 13,542 | $13K |
| Jones Financial Companies LLLP | 0.00% | New | 12,711 | $12K |
| XTX Topco Ltd | 0.00% | New | 11,470 | $11K |
| NewEdge Advisors, LLC | 0.00% | No change | 7,565 | $7K |
| PFS Partners, LLC | 0.00% | No change | 7,000 | $7K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +46.4% | 5,594 | $5K |
| Bank of America Corp. | 0.00% | Reduce -39.6% | 4,572 | $4K |
| Morgan Stanley | 0.00% | No change | 2,000 | $2K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,185 | $1K |
| Allworth Financial LP | 0.00% | No change | 1,000 | $927 |
| Group One Trading LLC | 0.00% | New | 900 | $850 |
| MAI Capital Management | 0.00% | New | 600 | $567 |
| Evergreen Private Wealth LLC | 0.00% | No change | 300 | $283 |
| Wells Fargo & Company | 0.00% | New | 200 | $189 |
| JPMorgan Chase & Co. | 0.00% | No change | 21 | $20 |
| SBI Securities Co., Ltd. | 0.00% | — | 3 | $3 |
"% of holder's portfolio" is URBAN-GRO INC's weight in each manager's 13F, not the share of Urban-Gro Inc. the manager owns.