Wallbox NVWBX
13F holders, Q2 2024 (June 30)31holders −10
3new positions
11sold out
$1.31avg. 13F price*
At the end of Q2 2024, 31 institutions reported holding Wallbox NV (WBX) in their 13F filings, down 10 from Q1 2024. 3 opened new positions and 11 sold out. The largest holders were Invesco Ltd. ($4.7M), Stifel Financial Corp. ($2.5M) and First Trust Advisors LP ($879K).
- Company
- Wallbox NV
- CUSIP
- N94209108
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $654K |
| Exits | 11 | $805K |
All 13F filers, Q1 2024 → Q2 2024: 794,052 shares bought and 831,281 shares sold, net −37,229 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 31 holders
| Invesco Ltd. | 0.00% | Add +2.4% | 3,570,550 | $4.7M |
| Stifel Financial Corp. | 0.00% | Add +6.9% | 1,909,852 | $2.5M |
| First Trust Advisors LP | 0.00% | Reduce -10.5% | 670,626 | $879K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 428,300 | $561K |
| Tidal Investments LLC | 0.00% | Reduce -25.1% | 236,604 | $310K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -5.1% | 188,712 | $247K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -7.0% | 100,000 | $131K |
| Jane Street Group, LLC | 0.00% | Add +406.6% | 86,326 | $113K |
| UBS Group AG | 0.00% | Reduce -5.2% | 70,204 | $92K |
| Bank of America Corp. | 0.00% | Reduce -25.9% | 64,503 | $84K |
| Morgan Stanley | 0.00% | Reduce -23.3% | 54,200 | $71K |
| J. Stern & Co. LLP | 0.01% | New | 50,000 | $66K |
| LPL Financial LLC | 0.00% | Add +0.2% | 27,154 | $36K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.3% | 23,455 | $31K |
| Susquehanna International Group, LLP | 0.00% | Reduce -64.7% | 23,169 | $30K |
| Focus Partners Wealth | 0.00% | New | 20,352 | $27K |
| Group One Trading LLC | 0.00% | Add +666.9% | 20,039 | $26K |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.4% | 19,720 | $26K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.7% | 18,606 | $24K |
| Cetera Investment Advisers | 0.00% | Reduce -8.9% | 10,381 | $14K |
| Mesirow Financial Investment Management, Inc. | 0.00% | No change | 10,000 | $13K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 9,485 | $12K |
| Royal Bank of Canada | 0.00% | Add +212.4% | 3,939 | $6K |
| Wells Fargo & Company | 0.00% | No change | 3,000 | $4K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 2,329 | $3K |
| Simplex Trading, LLC | 0.00% | Reduce -19.8% | 2,985 | $3K |
| Hoey Investments, Inc. | 0.00% | No change | 2,000 | $3K |
| Spire Wealth Management | 0.00% | Reduce -33.3% | 2,000 | $3K |
| Fifth Third Bancorp | 0.00% | No change | 700 | $917 |
| Crewe Advisors LLC | 0.00% | No change | 500 | $655 |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 100 | $131 |
"% of holder's portfolio" is WBX's weight in each manager's 13F, not the share of Wallbox NV the manager owns.