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Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.
About 18.27% of SVT shares are held by financial institutions. OPPENHEIMER & CLOSE, LLC is the top corporate investor, holding 0 shares valued at -. A 0% stake in Servotronics, Inc. is owned by the company. NORTHERN TRUST CORP owns 4.74K shares valued at $222.26K, which translates its holding of 0.19% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Jun 30, 2025 | OPPENHEIMER & CLOSE, LLC | 0% | 0 | - | -119.61K | -100.00% |
| Jun 30, 2025 | NORTHERN TRUST CORP | 0.19% | 4.74K | 222.26K | 4.74K | +100.00% |
| Jun 30, 2025 | VANGUARD GROUP INC | 1.82% | 46.3K | 2.17M | 25.91K | +127.10% |
| Jun 30, 2025 | SKANDINAVISKA ENSKILDA BANKEN AB (PUBL) | 0.2% | 5.06K | 237.42K | 5.06K | +100.00% |
| Jun 30, 2025 | RUSSELL INVESTMENTS GROUP, LTD. | 0.01% | 185 | 8.68K | -15 | -7.50% |
| Jun 30, 2025 | 4.93% | 125K | 5.87M | 125K | +100.00% | |
| Jun 30, 2025 | JPMORGAN CHASE & CO | 0% | 3 | 141 | 0 | 0 |
| Jun 30, 2025 | WELLS FARGO & COMPANY/MN | 0% | 0 | - | -23K | -100.00% |
| Jun 30, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 0.59% | 15.05K | 706.35K | 1.22K | +8.82% |
| Jun 30, 2025 | MILLENNIUM MANAGEMENT LLC | 0.34% | 8.71K | 408.99K | 8.71K | +100.00% |
| Jun 30, 2025 | BERYL CAPITAL MANAGEMENT LLC | 5.33% | 135.34K | 6.35M | 135.34K | +100.00% |
| Jun 30, 2025 | ODDO BHF ASSET MANAGEMENT SAS | 4.93% | 125K | 5.87M | 125K | +100.00% |
| Jun 30, 2025 | GARDNER LEWIS ASSET MANAGEMENT L P | 4.53% | 114.91K | 5.39M | 114.91K | +100.00% |
| Jun 30, 2025 | QUINN OPPORTUNITY PARTNERS LLC | 3.8% | 96.46K | 4.53M | 96.46K | +100.00% |
| Jun 30, 2025 | DIMENSIONAL FUND ADVISORS LP | 2.29% | 58.01K | 2.72M | -357 | -0.61% |
| Jun 30, 2025 | STATE STREET CORP | 0.23% | 5.88K | 276.1K | 5.88K | +100.00% |
| Jun 30, 2025 | PENDERFUND CAPITAL MANAGEMENT LTD. | 0.26% | 6.5K | 305.11K | 6.5K | +100.00% |
| Jun 30, 2025 | RENAISSANCE TECHNOLOGIES LLC | 0.42% | 10.7K | 502.26K | 10.7K | +100.00% |
| Jun 30, 2025 | GAMCO INVESTORS, INC. ET AL | 0.43% | 11K | 516.34K | 11K | +100.00% |
| Jun 30, 2025 | CSS LLC/IL | 0.44% | 11.09K | 520.52K | 11.09K | +100.00% |
| Jun 30, 2025 | FORT BAKER CAPITAL MANAGEMENT LP | 0.5% | 12.63K | 592.71K | 12.63K | +100.00% |
| Jun 30, 2025 | GABELLI FUNDS LLC | 0.78% | 19.7K | 924.72K | 19.7K | +100.00% |
| Jun 30, 2025 | TWO SIGMA INVESTMENTS, LP | 0.93% | 23.69K | 1.11M | 23.69K | +100.00% |
| Jun 30, 2025 | PRELUDE CAPITAL MANAGEMENT, LLC | 1.1% | 27.88K | 1.31M | 27.88K | +100.00% |
| Jun 30, 2025 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 1.22% | 31.01K | 1.46M | 31.01K | +100.00% |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 0% | 27 | 1K | 27 | +100.00% |
| Jun 30, 2025 | TOWER RESEARCH CAPITAL LLC (TRC) | 0% | 97 | 4.55K | -345 | -78.05% |
| Jun 30, 2025 | BLACKROCK, INC. | 0.22% | 5.68K | 266.48K | 3.22K | +131.24% |
| Jun 30, 2025 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0% | 0 | - | -40 | -100.00% |
| Jun 30, 2025 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0% | 0 | - | -19.65K | -100.00% |
| Jun 30, 2025 | COURIER CAPITAL LLC | 0% | 0 | - | -25K | -100.00% |
| Jun 30, 2025 | MORGAN STANLEY | 0% | 0 | - | -1.78K | -100.00% |
| Jun 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.01% | 215 | 10.09K | 203 | +1,691.67% |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.02% | 554 | 26.01K | 554 | +100.00% |
| Jun 30, 2025 | UBS GROUP AG | 0.13% | 3.36K | 157.67K | 3.36K | +100.00% |
| Mar 31, 2025 | 0% | 0 | - | -13 | -100.00% | |
| Mar 31, 2025 | JPMORGAN CHASE & CO | 0% | 3 | 32 | 0 | 0 |
| Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 0% | 12 | 127 | 0 | 0 |
| Mar 31, 2025 | DIMENSIONAL FUND ADVISORS LP | 2.3% | 58.36K | 618.64K | 0 | 0 |
| Mar 31, 2025 | BLACKROCK, INC. | 0.1% | 2.46K | 26.02K | -48 | -1.92% |
| Mar 31, 2025 | WELLS FARGO & COMPANY/MN | 0.91% | 23K | 243.8K | 22K | +2,200.00% |
| Mar 31, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 0.54% | 13.83K | 146.58K | 677 | +5.15% |
| Mar 31, 2025 | OPPENHEIMER & CLOSE, LLC | 4.71% | 119.61K | 1.27M | -3.07K | -2.50% |
| Mar 31, 2025 | COURIER CAPITAL LLC | 0.99% | 25K | 265K | 0 | 0 |
| Mar 31, 2025 | VANGUARD GROUP INC | 0.8% | 20.39K | 216.1K | 0 | 0 |
| Mar 31, 2025 | MORGAN STANLEY | 0.07% | 1.78K | 18.87K | 0 | 0 |
| Mar 31, 2025 | TOWER RESEARCH CAPITAL LLC (TRC) | 0.02% | 442 | 4.69K | 131 | +42.12% |
| Mar 31, 2025 | RUSSELL INVESTMENTS GROUP, LTD. | 0.01% | 200 | 2.12K | 200 | +100.00% |
| Mar 31, 2025 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0% | 40 | 424 | 0 | 0 |
| Mar 31, 2025 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.77% | 19.65K | 208.32K | 0 | 0 |
| Mar 31, 2024 | DIMENSIONAL FUND ADVISORS LP | 2.28% | 57.34K | 788.35K | 0 | 0 |
| Mar 31, 2024 | UBS GROUP AG | 0% | 0 | - | -247 | -100.00% |
| Mar 31, 2024 | JPMORGAN CHASE & CO | 0% | 3 | 41 | 1 | +50.00% |
| Mar 31, 2024 | TOWER RESEARCH CAPITAL LLC (TRC) | 0.03% | 646 | 8.88K | -4 | -0.62% |
| Mar 31, 2024 | BLACKROCK INC. | 0.06% | 1.59K | 21.79K | -36 | -2.22% |
| Mar 31, 2024 | COURIER CAPITAL LLC | 0.4% | 10K | 137.5K | 0 | 0 |
| Mar 31, 2024 | VANGUARD GROUP INC | 0.78% | 19.67K | 270.45K | -59.53K | -75.16% |
| Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 0.95% | 23.82K | 327.51K | 0 | 0 |
| Mar 31, 2024 | OPPENHEIMER & CLOSE, LLC | 4.34% | 108.09K | 1.49M | 7.37K | +7.31% |
| Mar 31, 2024 | MORGAN STANLEY | 0.09% | 2.33K | 32.04K | 0 | 0 |
| Mar 31, 2024 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.78% | 19.65K | 270.23K | 0 | 0 |
| Mar 31, 2024 | CITADEL ADVISORS LLC | 1.04% | 26.24K | 360.83K | 26.24K | +100.00% |
| Dec 31, 2023 | FMR LLC | 0% | 0 | - | -107.73K | -100.00% |
| Dec 31, 2023 | UBS GROUP AG | 0.01% | 247 | 3.09K | 154 | +165.59% |
| Dec 31, 2023 | TOWER RESEARCH CAPITAL LLC (TRC) | 0.03% | 650 | 8.13K | -113 | -14.81% |
| Dec 31, 2023 | BLACKROCK INC. | 0.07% | 1.62K | 20.26K | -131 | -7.48% |
| Dec 31, 2023 | MORGAN STANLEY | 0.09% | 2.33K | 29.13K | 0 | 0 |
| Dec 31, 2023 | COURIER CAPITAL LLC | 0.4% | 10K | 125K | 0 | 0 |
| Dec 31, 2023 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.8% | 19.65K | 245.66K | 0 | 0 |
| Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 0.96% | 23.82K | 297.74K | -3.85K | -13.91% |
| Dec 31, 2023 | DIMENSIONAL FUND ADVISORS LP | 2.32% | 57.34K | 716.69K | 0 | 0 |
| Dec 31, 2023 | VANGUARD GROUP INC | 3.2% | 79.19K | 989.93K | 51.54K | +186.42% |
| Dec 31, 2023 | OPPENHEIMER & CLOSE, LLC | 4.07% | 100.73K | 1.26M | 12.11K | +13.67% |
| Dec 31, 2023 | JPMORGAN CHASE & CO | 0% | 2 | 25 | 1 | +100.00% |
Among the SVT insiders holding of 30.43% of the stake in company, BEAVER HOLLOW WELLNESS, LLC, 10 percent owner, holds the largest shares of 428.56K. BAIRD BRENT D, director, is the second largest SVT insider with ownership of 273.66K shares. ESTATE OF NICHOLAS D. TRBOVICH, SR., 10 percent owner, stands third with possession of 175.86K shares of that stake.
| Insiders | Designation | Shares Held |
|---|---|---|
| BEAVER HOLLOW WELLNESS, LLC | 10 percent owner | 428.56K |
| BAIRD BRENT D | director | 273.66K |
| ESTATE OF NICHOLAS D. TRBOVICH, SR. | 10 percent owner | 175.86K |
| TRBOVICH KENNETH D | 10 percent owner | 26.2K |
| WAX EVAN H | director | 18.72K |
| TAKACS JAMES C | Chief Technical Officer | 13.11K |
| BEAR JASON T | director | 1.96K |
| Date | Insider | Type | Cost | Shares | Value ($) | Shares Total |
|---|---|---|---|---|---|---|
| Aug 29, 2024 | TAKACS JAMES C | SALE | 12.55 | 3.5K | 43.92K | 13.11K |
| Aug 19, 2024 | TAKACS JAMES C | SALE | 11.88 | 1.5K | 17.82K | 14.62K |
| Aug 12, 2024 | TAKACS JAMES C | SALE | 11.45 | 3.5K | 40.07K | 16.12K |
| Apr 08, 2024 | BEAVER HOLLOW WELLNESS, LLC | SALE | 12.25 | 7.5K | 91.88K | 428.56K |
| Apr 05, 2024 | BEAVER HOLLOW WELLNESS, LLC | SALE | 12.33 | 600 | 7.4K | 436.06K |
| Mar 26, 2024 | BEAVER HOLLOW WELLNESS, LLC | SALE | 12.62 | 1.25K | 15.77K | 436.66K |
| Mar 25, 2024 | BEAVER HOLLOW WELLNESS, LLC | SALE | 12.50 | 11.64K | 145.48K | 437.91K |
| Mar 22, 2024 | BEAVER HOLLOW WELLNESS, LLC | SALE | 12.54 | 12.36K | 154.97K | 449.55K |
| Apr 26, 2023 | TRBOVICH KENNETH D | SALE | 11.20 | 77.98K | 873.35K | 26.2K |
| Apr 20, 2023 | ESTATE OF NICHOLAS D. TRBOVICH, SR. | SALE | 11.20 | 44.64K | 500K | 175.86K |
| Apr 19, 2023 | ESTATE OF NICHOLAS D. TRBOVICH, SR. | SALE | 11.20 | 44.64K | 500K | 92.88K |
| Jan 18, 2023 | BAIRD BRENT D | PURCHASE | 11.48 | 5K | 57.4K | 273.66K |
| Jan 17, 2023 | BAIRD BRENT D | PURCHASE | 11.00 | 6.66K | 73.27K | 268.66K |
| Dec 08, 2022 | WAX EVAN H | PURCHASE | 11.10 | 643 | 7.14K | 18.72K |
| Dec 07, 2022 | WAX EVAN H | PURCHASE | 11.10 | 1.25K | 13.92K | 18.07K |
| Dec 06, 2022 | ESTATE OF NICHOLAS D. TRBOVICH, SR. | SALE | 11.20 | 294.64K | 3.3M | 99.18K |
| Nov 17, 2022 | WAX EVAN H | PURCHASE | 11.05 | 1.1K | 12.16K | 16.82K |
| May 20, 2022 | WAX EVAN H | PURCHASE | 10.88 | 2.43K | 26.46K | 13.45K |
| Aug 27, 2019 | BEAR JASON T | SALE | 9.88 | 872 | 8.62K | 1.96K |
| Aug 23, 2019 | BEAR JASON T | SALE | 10.11 | 200 | 2.02K | 2.83K |