NeovoltaNEOV
13F holders, Q4 2024 (December 31)30holders +15
13new positions
1sold out
$3.71avg. 13F price*
At the end of Q4 2024, 30 institutions reported holding Neovolta Inc. (NEOV) in their 13F filings, up 15 from Q3 2024. 13 opened new positions and 1 sold out. The largest holders were Legacy Investment Solutions, LLC ($11.5M), Legacy Wealth Managment, LLC ($11.5M) and BlackRock, Inc. ($2.4M).
- Company
- Neovolta Inc.
- CUSIP
- 640655106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $1.6M |
| Exits | 1 | $2K |
All 13F filers, Q3 2024 → Q4 2024: 572,905 shares bought and 33,337 shares sold, net +539,568 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| Legacy Investment Solutions, LLC | 7.55% | Add +1.2% | 3,527,896 | $11.5M |
| Legacy Wealth Managment, LLC | 7.55% | Add +1.2% | 3,527,896 | $11.5M |
| BlackRock, Inc. | 0.00% | Add +7.2% | 451,586 | $2.4M |
| Vanguard Group Inc. | 0.00% | Add +5.0% | 411,467 | $2.1M |
| Geode Capital Management, LLC | 0.00% | Add +0.8% | 308,622 | $1.6M |
| BIP Wealth, LLC | 0.08% | Add +9.4% | 219,106 | $1.1M |
| Northern Trust Corp. | 0.00% | Add +50.0% | 127,998 | $667K |
| Goldman Sachs Group Inc. | 0.00% | New | 113,616 | $592K |
| State Street Corp. | 0.00% | Add +9.4% | 110,264 | $574K |
| Sovran Advisors, LLC | 0.07% | — | 122,000 | $514K |
| Rossby Financial, LCC | 0.27% | — | 81,500 | $425K |
| Jane Street Group, LLC | 0.00% | New | 78,335 | $408K |
| Bank of America Corp. | 0.00% | Add +15380.2% | 46,131 | $240K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 35,543 | $185K |
| Marshall Wace, LLP | 0.00% | New | 32,132 | $167K |
| Balyasny Asset Management L.P. | 0.00% | New | 17,309 | $90K |
| Susquehanna International Group, LLP | 0.00% | New | 14,814 | $77K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 12,964 | $68K |
| Centennial Wealth Advisory LLC | 0.02% | No change | 10,100 | $53K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | New | 9,116 | $47K |
| Morgan Stanley | 0.00% | Add +578.3% | 6,783 | $35K |
| Beacon Capital Management, LLC | 0.00% | New | 5,000 | $26K |
| Barclays PLC | 0.00% | Reduce -60.5% | 4,527 | $24K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 3,056 | $16K |
| UBS Group AG | 0.00% | Reduce -89.5% | 3,026 | $16K |
| Point72 (DIFC) Ltd | 0.00% | New | 1,599 | $8K |
| R Squared Ltd | 0.00% | — | 830 | $4K |
| Allworth Financial LP | 0.00% | New | 950 | $4K |
| FMR LLC | 0.00% | New | 200 | $1K |
| Harbour Investments, Inc. | 0.00% | New | 100 | $521 |
"% of holder's portfolio" is NEOV's weight in each manager's 13F, not the share of Neovolta Inc. the manager owns.