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About 8.82% of UGRO shares are held by financial institutions. UBS GROUP AG is the top corporate investor, holding 23.08K shares valued at $6.46K. A 0.17% stake in urban-gro, Inc. is owned by the company. PENSIONMARK FINANCIAL GROUP, LLC owns 17.48K shares valued at $4.90K, which translates its holding of 0.13% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Dec 31, 2025 | UBS GROUP AG | 0.17% | 23.08K | 6.46K | 2.53K | +12.30% |
| Dec 31, 2025 | PENSIONMARK FINANCIAL GROUP, LLC | 0.13% | 17.48K | 4.9K | 17.48K | +100.00% |
| Dec 31, 2025 | GROUND SWELL CAPITAL, LLC | 0.12% | 15.48K | 4.34K | -11.75K | -43.15% |
| Dec 31, 2025 | TOWER RESEARCH CAPITAL LLC (TRC) | 0.05% | 6.58K | 1.84K | -13 | -0.20% |
| Dec 31, 2025 | MORGAN STANLEY | 0.01% | 1K | 280 | 0 | 0 |
| Dec 31, 2025 | WELLS FARGO & COMPANY/MN | 0% | 200 | 56 | 0 | 0 |
| Dec 31, 2025 | SIMPLEX TRADING, LLC | 0% | 165 | 46 | -2.58K | -94.00% |
| Dec 31, 2025 | SBI SECURITIES CO., LTD. | 0% | 3 | 1 | 0 | 0 |
| Dec 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.19% | 24.91K | 6.98K | 20.01K | +408.35% |
| Dec 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.14% | 18.96K | 5.31K | 18.96K | +100.00% |
| Dec 31, 2025 | CITIGROUP INC | 0.1% | 13.86K | 3.88K | 13.86K | +100.00% |
| Dec 31, 2025 | TRIUMPH CAPITAL MANAGEMENT | 0% | 0 | - | -1.3K | -100.00% |
| Dec 31, 2025 | EVERGREEN PRIVATE WEALTH LLC | 0% | 0 | - | -300 | -100.00% |
| Dec 31, 2025 | SYMPHONY FINANCIAL SERVICES, INC. | 0% | 0 | - | -19K | -100.00% |
| Dec 31, 2025 | MAI CAPITAL MANAGEMENT | 0% | 0 | - | -600 | -100.00% |
| Dec 31, 2025 | TWO SIGMA SECURITIES, LLC | 0% | 0 | - | -28.43K | -100.00% |
| Dec 31, 2025 | VIRTU FINANCIAL LLC | 0.3% | 39.19K | 11K | -58.07K | -59.70% |
| Dec 31, 2025 | CITADEL ADVISORS LLC | 0.12% | 15.85K | 4.44K | -56.32K | -78.03% |
| Dec 31, 2025 | NORTHERN TRUST CORP | 0.09% | 13.68K | 3.83K | 0 | 0 |
| Dec 31, 2025 | IFP ADVISORS, INC | 0.07% | 9.5K | 2.66K | 0 | 0 |
| Dec 31, 2025 | HRT FINANCIAL LP | 0% | 0 | - | -110.59K | -100.00% |
| Dec 31, 2025 | ALLWORTH FINANCIAL LP | 0% | 0 | - | -1K | -100.00% |
| Dec 31, 2025 | PRIVATE ADVISOR GROUP, LLC | 0% | 0 | - | -42.01K | -100.00% |
| Dec 31, 2025 | FLAGSHIP HARBOR ADVISORS, LLC | 1.21% | 157.48K | 44.09K | -86.71K | -35.51% |
| Dec 31, 2025 | VANGUARD GROUP INC | 0.81% | 107.79K | 30.18K | -3.32K | -2.98% |
| Dec 31, 2025 | RENAISSANCE TECHNOLOGIES LLC | 0.77% | 102K | 28.56K | -1.5K | -1.45% |
| Dec 31, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 0.7% | 93.17K | 26.09K | -8.54K | -8.39% |
| Dec 31, 2025 | BLACKROCK, INC. | 0.57% | 75.51K | 21.14K | 0 | 0 |
| Dec 31, 2025 | STATE STREET CORP | 0.2% | 26.4K | 7.39K | 0 | 0 |
| Sep 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0% | 0 | - | -1K | -100.00% |
| Sep 30, 2025 | HRT FINANCIAL LP | 0.89% | 110.59K | 45K | 67.33K | +155.63% |
| Sep 30, 2025 | VANGUARD GROUP INC | 0.89% | 111.1K | 45.77K | -227.62K | -67.20% |
| Sep 30, 2025 | FLAGSHIP HARBOR ADVISORS, LLC | 1.97% | 244.19K | 100.61K | 21.73K | +9.77% |
| Sep 30, 2025 | SBI SECURITIES CO., LTD. | 0% | 3 | 1 | 0 | 0 |
| Sep 30, 2025 | PRIVATE ADVISOR GROUP, LLC | 0.34% | 42.01K | 17.31K | 2.6K | +6.61% |
| Sep 30, 2025 | BLACKROCK, INC. | 0.61% | 75.51K | 31.11K | 0 | 0 |
| Sep 30, 2025 | TWO SIGMA SECURITIES, LLC | 0.23% | 28.43K | 11.72K | 28.43K | +100.00% |
| Sep 30, 2025 | EVERGREEN PRIVATE WEALTH LLC | 0% | 300 | 124 | 0 | 0 |
| Sep 30, 2025 | GROUND SWELL CAPITAL, LLC | 0.22% | 27.24K | 11.22K | 27.24K | +100.00% |
| Sep 30, 2025 | STATE STREET CORP | 0.21% | 26.4K | 10.88K | 0 | 0 |
| Sep 30, 2025 | TOWER RESEARCH CAPITAL LLC (TRC) | 0.05% | 6.59K | 2.72K | -59 | -0.89% |
| Sep 30, 2025 | IFP ADVISORS, INC | 0.08% | 9.5K | 3.91K | -3K | -24.00% |
| Sep 30, 2025 | SYMPHONY FINANCIAL SERVICES, INC. | 0.15% | 19K | 7.83K | 0 | 0 |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0% | 0 | - | -1.19K | -100.00% |
| Sep 30, 2025 | WELLS FARGO & COMPANY/MN | 0% | 200 | 82 | 0 | 0 |
| Sep 30, 2025 | NORTHERN TRUST CORP | 0.11% | 13.68K | 5.64K | 0 | 0 |
| Sep 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0% | 0 | - | -16.7K | -100.00% |
| Sep 30, 2025 | NEWEDGE ADVISORS, LLC | 0% | 0 | - | -7.57K | -100.00% |
| Sep 30, 2025 | CITADEL ADVISORS LLC | 0% | 0 | - | -27.5K | -100.00% |
| Sep 30, 2025 | BARD ASSOCIATES INC | 0% | 0 | - | -223.73K | -100.00% |
| Sep 30, 2025 | CITIGROUP INC | 0% | 0 | - | -4.24K | -100.00% |
| Sep 30, 2025 | JANE STREET GROUP, LLC | 0% | 0 | - | -39.62K | -100.00% |
| Sep 30, 2025 | UBS GROUP AG | 0.17% | 20.55K | 8.47K | 9.17K | +80.61% |
| Sep 30, 2025 | MORGAN STANLEY | 0.01% | 1K | 412 | -1.24K | -55.30% |
| Sep 30, 2025 | TRIUMPH CAPITAL MANAGEMENT | 0.01% | 1.3K | 536 | 1.3K | +100.00% |
| Sep 30, 2025 | SIMPLEX TRADING, LLC | 0.02% | 2.75K | 1K | 2.75K | +100.00% |
| Sep 30, 2025 | MAI CAPITAL MANAGEMENT | 0% | 600 | 248 | 0 | 0 |
| Sep 30, 2025 | VIRTU FINANCIAL LLC | 0.78% | 97.27K | 40K | 97.27K | +100.00% |
| Sep 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.04% | 4.9K | 2.02K | -1 | -0.02% |
| Sep 30, 2025 | ALLWORTH FINANCIAL LP | 0.01% | 1K | 412 | 0 | 0 |
| Sep 30, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 0.82% | 101.71K | 41.91K | 0 | 0 |
| Sep 30, 2025 | RENAISSANCE TECHNOLOGIES LLC | 0.83% | 103.5K | 42.64K | 32.6K | +45.98% |
| Jun 30, 2025 | JPMORGAN CHASE & CO | 0% | 0 | - | -19 | -100.00% |
| Jun 30, 2025 | SBI SECURITIES CO., LTD. | 0% | 3 | 1 | 0 | 0 |
| Jun 30, 2025 | BANQUE TRANSATLANTIQUE SA | 0% | 0 | - | -1.94K | -100.00% |
| Jun 30, 2025 | JANE STREET GROUP, LLC | 0.32% | 39.62K | 11.93K | 39.62K | +100.00% |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.01% | 1K | 301 | 1K | +100.00% |
| Jun 30, 2025 | NEWEDGE ADVISORS, LLC | 0.06% | 7.57K | 2.28K | 0 | 0 |
| Jun 30, 2025 | SYMPHONY FINANCIAL SERVICES, INC. | 0.15% | 19K | 5.72K | 0 | 0 |
| Jun 30, 2025 | PFS PARTNERS, LLC | 0% | 0 | - | -7K | -100.00% |
| Jun 30, 2025 | HRT FINANCIAL LP | 0.35% | 43.26K | 13K | 43.26K | +100.00% |
| Jun 30, 2025 | BLACKROCK, INC. | 0.61% | 75.51K | 22.73K | 0 | 0 |
| Jun 30, 2025 | UBS GROUP AG | 0.09% | 11.38K | 3.43K | -13.65K | -54.53% |
| Jun 30, 2025 | WELLS FARGO & COMPANY/MN | 0% | 200 | 60 | 0 | 0 |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.01% | 1.19K | 1.11K | 0 | 0 |
| Jun 30, 2025 | CITIGROUP INC | 0.03% | 4.24K | 1.28K | 4.24K | +100.00% |
| Jun 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.04% | 4.9K | 1.48K | 325 | +7.10% |
| Jun 30, 2025 | TOWER RESEARCH CAPITAL LLC (TRC) | 0.05% | 6.65K | 2K | -131 | -1.93% |
| Jun 30, 2025 | IFP ADVISORS, INC | 0.1% | 12.5K | 3.76K | -33.7K | -72.94% |
| Jun 30, 2025 | NORTHERN TRUST CORP | 0.11% | 13.68K | 4.12K | 0 | 0 |
| Jun 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.13% | 16.7K | 5.03K | 16.7K | +100.00% |
| Jun 30, 2025 | STATE STREET CORP | 0.21% | 26.4K | 7.95K | 0 | 0 |
| Jun 30, 2025 | PRIVATE ADVISOR GROUP, LLC | 0.32% | 39.41K | 11.86K | 0 | 0 |
| Jun 30, 2025 | FLAGSHIP HARBOR ADVISORS, LLC | 1.79% | 222.46K | 66.96K | 12.81K | +6.11% |
| Jun 30, 2025 | RENAISSANCE TECHNOLOGIES LLC | 0.57% | 70.9K | 21.34K | 16.8K | +31.05% |
| Jun 30, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 0.82% | 101.71K | 30.62K | -2.17K | -2.09% |
| Jun 30, 2025 | VANGUARD GROUP INC | 2.73% | 338.72K | 101.95K | 0 | 0 |
| Jun 30, 2025 | EVERGREEN PRIVATE WEALTH LLC | 0% | 300 | 90 | 0 | 0 |
| Jun 30, 2025 | MAI CAPITAL MANAGEMENT | 0% | 600 | 181 | 0 | 0 |
| Jun 30, 2025 | AWM INVESTMENT COMPANY, INC. | 0% | 0 | - | -723.76K | -100.00% |
| Jun 30, 2025 | CITADEL ADVISORS LLC | 0% | 0 | - | -66.68K | -100.00% |
| Jun 30, 2025 | ALLWORTH FINANCIAL LP | 0.01% | 1K | 301 | 0 | 0 |
| Jun 30, 2025 | MORGAN STANLEY | 0.02% | 2.24K | 673 | 0 | 0 |
| Jun 30, 2025 | BARD ASSOCIATES INC | 1.8% | 223.73K | 67.34K | -18.85K | -7.77% |
| Jun 30, 2025 | 0% | 0 | - | -1.94K | -100.00% | |
| Jun 30, 2025 | VIRTU FINANCIAL LLC | 0% | 0 | - | -53.42K | -100.00% |
| Jun 30, 2025 | TWO SIGMA SECURITIES, LLC | 0% | 0 | - | -18K | -100.00% |
| Jun 30, 2025 | STONEX GROUP INC. | 0% | 0 | - | -10.1K | -100.00% |
| Jun 30, 2025 | JONES FINANCIAL COMPANIES LLLP | 0% | 0 | - | -12.71K | -100.00% |
| Mar 31, 2025 | BLACKROCK, INC. | 0.61% | 75.51K | 30.51K | 0 | 0 |
| Mar 31, 2025 | MAI CAPITAL MANAGEMENT | 0% | 600 | 243 | 0 | 0 |
| Mar 31, 2025 | GROUP ONE TRADING, L.P. | 0% | 0 | - | -900 | -100.00% |
| Mar 31, 2025 | XTX TOPCO LTD | 0% | 0 | - | -11.47K | -100.00% |
| Mar 31, 2025 | FLAGSHIP HARBOR ADVISORS, LLC | 1.69% | 209.65K | 84.7K | 941 | +0.45% |
| Mar 31, 2025 | WELLS FARGO & COMPANY/MN | 0% | 200 | 81 | 0 | 0 |
| Mar 31, 2025 | JPMORGAN CHASE & CO | 0% | 19 | 8 | -2 | -9.52% |
| Mar 31, 2025 | 0% | 3 | 1 | 0 | 0 | |
| Mar 31, 2025 | FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | 0% | 0 | - | -27K | -100.00% |
| Mar 31, 2025 | TWO SIGMA SECURITIES, LLC | 0.14% | 18K | 7.27K | 18K | +100.00% |
| Mar 31, 2025 | NORTHERN TRUST CORP | 0.11% | 13.68K | 5.53K | 0 | 0 |
| Mar 31, 2025 | JONES FINANCIAL COMPANIES LLLP | 0.1% | 12.71K | 5.75K | 0 | 0 |
| Mar 31, 2025 | PFS PARTNERS, LLC | 0.06% | 7K | 2.83K | 0 | 0 |
| Mar 31, 2025 | TOWER RESEARCH CAPITAL LLC (TRC) | 0.05% | 6.78K | 2.74K | 1.19K | +21.27% |
| Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.04% | 4.58K | 1.85K | 4 | +0.09% |
| Mar 31, 2025 | MORGAN STANLEY | 0.02% | 2.24K | 904 | 237 | +11.85% |
| Mar 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.01% | 1.19K | 474 | 0 | 0 |
| Mar 31, 2025 | PRIVATE ADVISOR GROUP, LLC | 0.32% | 39.41K | 15.92K | -52.02K | -56.90% |
| Mar 31, 2025 | STATE STREET CORP | 0.21% | 26.4K | 10.66K | 0 | 0 |
| Mar 31, 2025 | UBS GROUP AG | 0.2% | 25.03K | 10.11K | 11.49K | +84.82% |
| Mar 31, 2025 | EVERGREEN PRIVATE WEALTH LLC | 0% | 300 | 121 | 0 | 0 |
| Mar 31, 2025 | SYMPHONY FINANCIAL SERVICES, INC. | 0.15% | 19K | 7.68K | 19K | +100.00% |
| Mar 31, 2025 | STONEX GROUP INC. | 0.08% | 10.1K | 4.08K | 10.1K | +100.00% |
| Mar 31, 2025 | CITADEL ADVISORS LLC | 0.06% | 8K | 3.23K | 8K | +100.00% |
| Mar 31, 2025 | NEWEDGE ADVISORS, LLC | 0.06% | 7.57K | 3.06K | 0 | 0 |
| Mar 31, 2025 | ALLWORTH FINANCIAL LP | 0.01% | 1K | 495 | 0 | 0 |
| Mar 31, 2025 | AWM INVESTMENT COMPANY, INC. | 5.83% | 723.76K | 292.4K | -369K | -33.77% |
| Mar 31, 2025 | VANGUARD GROUP INC | 2.73% | 338.72K | 136.84K | 0 | 0 |
| Mar 31, 2025 | BARD ASSOCIATES INC | 1.95% | 242.58K | 98K | -9.15K | -3.63% |
| Mar 31, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 0.84% | 103.88K | 41.98K | 13.76K | +15.26% |
| Mar 31, 2025 | RENAISSANCE TECHNOLOGIES LLC | 0.44% | 54.1K | 21.86K | 1.8K | +3.44% |
| Mar 31, 2025 | VIRTU FINANCIAL LLC | 0.43% | 53.42K | 22K | 26.47K | +98.18% |
| Mar 31, 2025 | IFP ADVISORS, INC | 0.37% | 46.2K | 18.66K | -55 | -0.12% |
| Mar 31, 2025 | EVERNEST FINANCIAL ADVISORS, LLC | 0% | 0 | - | -60K | -100.00% |
| Mar 31, 2024 | CITADEL ADVISORS LLC | 0.04% | 4.3K | 5.89K | 4.3K | +100.00% |
| Mar 31, 2024 | VANGUARD GROUP INC | 3.01% | 338.72K | 464.04K | 0 | 0 |
| Mar 31, 2024 | AWM INVESTMENT COMPANY, INC. | 9.54% | 1.08M | 1.47M | 0 | 0 |
| Mar 31, 2024 | UBS GROUP AG | 0% | 0 | - | -3.18K | -100.00% |
| Mar 31, 2024 | ADVISORY SERVICES NETWORK, LLC | 0% | 0 | - | -150 | -100.00% |
| Mar 31, 2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0% | 0 | - | -10.32K | -100.00% |
| Mar 31, 2024 | GROUP ONE TRADING, L.P. | 0% | 0 | - | -400 | -100.00% |
| Mar 31, 2024 | JPMORGAN CHASE & CO | 0% | 20 | 27 | 6 | +42.86% |
| Mar 31, 2024 | AVION WEALTH | 0% | 40 | 1K | 40 | +100.00% |
| Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 0% | 62 | 85 | 1 | +1.64% |
| Mar 31, 2024 | EVERGREEN PRIVATE WEALTH LLC | 0% | 300 | 411 | 0 | 0 |
| Mar 31, 2024 | US BANCORP \DE\ | 0.01% | 700 | 959 | 0 | 0 |
| Mar 31, 2024 | ALLWORTH FINANCIAL LP | 0.01% | 1K | 1.37K | 0 | 0 |
| Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 0.01% | 1.19K | 1.62K | 0 | 0 |
| Mar 31, 2024 | MORGAN STANLEY | 0.02% | 2K | 2.74K | -600 | -23.08% |
| Mar 31, 2024 | TOWER RESEARCH CAPITAL LLC (TRC) | 0.04% | 4.18K | 5.73K | -4.8K | -53.45% |
| Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 0.07% | 7.5K | 10.28K | 5.99K | +396.69% |
| Mar 31, 2024 | NEWEDGE ADVISORS, LLC | 0.07% | 7.57K | 10.36K | 0 | 0 |
| Mar 31, 2024 | VIRTU FINANCIAL LLC | 0.11% | 12.67K | 17K | 12.67K | +100.00% |
| Mar 31, 2024 | XTX TOPCO LTD | 0.12% | 13.62K | 18.66K | 3.24K | +31.20% |
| Mar 31, 2024 | STATE STREET CORP | 0.19% | 21.6K | 29.59K | 0 | 0 |
| Mar 31, 2024 | RENAISSANCE TECHNOLOGIES LLC | 0.35% | 39.4K | 54K | 17.8K | +82.41% |
| Mar 31, 2024 | CAMBRIA INVESTMENT MANAGEMENT, L.P. | 0.48% | 53.7K | 73.57K | 15.97K | +42.33% |
| Mar 31, 2024 | GEODE CAPITAL MANAGEMENT, LLC | 0.7% | 78.29K | 107.28K | 0 | 0 |
| Mar 31, 2024 | PFS PARTNERS, LLC | 0.06% | 7K | 9.59K | 0 | 0 |
| Mar 31, 2024 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.07% | 7.5K | 10.28K | 4.5K | +150.00% |
| Mar 31, 2024 | BLACKROCK INC. | 0.67% | 75.51K | 103.45K | -419 | -0.55% |
| Mar 31, 2024 | IMPRINT WEALTH LLC | 0.86% | 96.65K | 129.51K | 0 | 0 |
| Mar 31, 2024 | MARATHON CAPITAL MANAGEMENT | 0.99% | 111.09K | 152.19K | 0 | 0 |
| Mar 31, 2024 | FLAGSHIP HARBOR ADVISORS, LLC | 2.32% | 261.05K | 357.65K | 135.19K | +107.41% |
| Mar 31, 2024 | BARD ASSOCIATES INC | 2.67% | 301.28K | 412.75K | -14.93K | -4.72% |
| Mar 31, 2024 | NORTHERN TRUST CORP | 0.12% | 13.74K | 18.83K | 0 | 0 |
| Mar 31, 2024 | JANE STREET GROUP, LLC | 0.16% | 17.66K | 24.19K | 17.66K | +100.00% |
| Mar 31, 2024 | FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | 0.18% | 20K | 27.4K | 20K | +100.00% |
| Dec 31, 2023 | VANGUARD GROUP INC | 2.91% | 338.72K | 474.21K | 0 | 0 |
| Dec 31, 2023 | FNY INVESTMENT ADVISERS, LLC | 0% | 0 | - | -14.81K | -100.00% |
| Dec 31, 2023 | VIRTU FINANCIAL LLC | 0% | 0 | - | -19.59K | -100.00% |
| Dec 31, 2023 | SIMPLEX TRADING, LLC | 0% | 0 | - | -1.29K | -100.00% |
| Dec 31, 2023 | JPMORGAN CHASE & CO | 0% | 14 | 20 | 5 | +55.56% |
| Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 0% | 61 | 85 | 7 | +12.96% |
| Dec 31, 2023 | ADVISORY SERVICES NETWORK, LLC | 0% | 150 | 210 | 150 | +100.00% |
| Dec 31, 2023 | GROUP ONE TRADING, L.P. | 0% | 400 | 560K | -359 | -47.30% |
| Dec 31, 2023 | US BANCORP \DE\ | 0.01% | 700 | 980 | 0 | 0 |
| Dec 31, 2023 | ALLWORTH FINANCIAL LP | 0.01% | 1K | 1.4K | 0 | 0 |
| Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 0.01% | 1.19K | 1.66K | 0 | 0 |
| Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 0.01% | 1.51K | 2.11K | 10 | +0.67% |
| Dec 31, 2023 | MORGAN STANLEY | 0.02% | 2.6K | 3.64K | 0 | 0 |
| Dec 31, 2023 | AWM INVESTMENT COMPANY, INC. | 9.23% | 1.08M | 1.51M | -63.82K | -5.60% |
| Dec 31, 2023 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.03% | 3K | 4.2K | 3K | +100.00% |
| Dec 31, 2023 | UBS GROUP AG | 0.03% | 3.18K | 4.46K | 3.18K | +100.00% |
| Dec 31, 2023 | 0% | 300 | 420 | 300 | +100.00% | |
| Dec 31, 2023 | NEWEDGE ADVISORS, LLC | 0.06% | 7.57K | 10.59K | 0 | 0 |
| Dec 31, 2023 | TOWER RESEARCH CAPITAL LLC (TRC) | 0.08% | 8.98K | 12.57K | 4.44K | +97.80% |
| Dec 31, 2023 | XTX TOPCO LTD | 0.09% | 10.38K | 14.53K | 10.38K | +100.00% |
| Dec 31, 2023 | NORTHERN TRUST CORP | 0.12% | 13.74K | 19.24K | 0 | 0 |
| Dec 31, 2023 | STATE STREET CORP | 0.19% | 21.6K | 30.23K | 0 | 0 |
| Dec 31, 2023 | RENAISSANCE TECHNOLOGIES LLC | 0.19% | 21.6K | 30K | 9.2K | +74.19% |
| Dec 31, 2023 | CITADEL ADVISORS LLC | 0.24% | 28.05K | 39.27K | 28.05K | +100.00% |
| Dec 31, 2023 | CAMBRIA INVESTMENT MANAGEMENT, L.P. | 0.32% | 37.73K | 52.82K | 0 | 0 |
| Dec 31, 2023 | BLACKROCK INC. | 0.65% | 75.93K | 106.3K | 0 | 0 |
| Dec 31, 2023 | GEODE CAPITAL MANAGEMENT, LLC | 0.67% | 78.29K | 109.63K | 0 | 0 |
| Dec 31, 2023 | IMPRINT WEALTH LLC | 0.83% | 96.65K | 157.66K | 0 | 0 |
| Dec 31, 2023 | MARATHON CAPITAL MANAGEMENT | 0.95% | 111.09K | 155.52K | -38.92K | -25.94% |
| Dec 31, 2023 | FLAGSHIP HARBOR ADVISORS, LLC | 1.08% | 125.86K | 176.21K | -3.19K | -2.47% |
| Dec 31, 2023 | BARD ASSOCIATES INC | 2.71% | 316.21K | 442.69K | -8.47K | -2.61% |
Among the UGRO insiders holding of 21.77% of the stake in company, NATTRASS BRADLEY JOHN, Chief Executive Officer, holds the largest shares of 1.9M. AWM INVESTMENT COMPANY, INC., 10 percent owner, is the second largest UGRO insider with ownership of 1.21M shares. LOWE JAMES ROBERT, director, stands third with possession of 423.41K shares of that stake.
| Insiders | Designation | Shares Held |
|---|---|---|
| NATTRASS BRADLEY JOHN | Chief Executive Officer | 1.9M |
| AWM INVESTMENT COMPANY, INC. | 10 percent owner | 1.21M |
| LOWE JAMES ROBERT | director | 423.41K |
| DENNEDY JIM | President and COO | 217.99K |
| WILKS LEWIS | director | 184.11K |
| Date | Insider | Type | Cost | Shares | Value ($) | Shares Total |
|---|---|---|---|---|---|---|
| Dec 13, 2024 | AWM INVESTMENT COMPANY, INC. | SALE | 1.19 | 18.8K | 22.46K | 1.21M |
| Dec 12, 2024 | AWM INVESTMENT COMPANY, INC. | SALE | 1.21 | 7.4K | 8.97K | 1.23M |
| Dec 11, 2024 | AWM INVESTMENT COMPANY, INC. | SALE | 1.22 | 17.09K | 20.87K | 1.24M |
| Dec 10, 2024 | AWM INVESTMENT COMPANY, INC. | SALE | 1.22 | 33.84K | 41.31K | 1.26M |
| Dec 09, 2024 | AWM INVESTMENT COMPANY, INC. | SALE | 1.23 | 20.92K | 25.78K | 1.29M |
| Dec 06, 2024 | AWM INVESTMENT COMPANY, INC. | SALE | 1.26 | 24.76K | 31.3K | 1.31M |
| Dec 05, 2024 | AWM INVESTMENT COMPANY, INC. | SALE | 1.27 | 10K | 12.68K | 1.34M |
| Nov 27, 2024 | AWM INVESTMENT COMPANY, INC. | SALE | 1.48 | 3 | 4.44 | 1.35M |
| Nov 26, 2024 | AWM INVESTMENT COMPANY, INC. | SALE | 1.39 | 52.19K | 72.29K | 1.35M |
| Nov 19, 2024 | AWM INVESTMENT COMPANY, INC. | SALE | 1.53 | 75 | 114.75 | 1.4M |
| Nov 13, 2024 | AWM INVESTMENT COMPANY, INC. | SALE | 1.44 | 8.19K | 11.78K | 1.42M |
| Nov 12, 2024 | AWM INVESTMENT COMPANY, INC. | SALE | 1.46 | 4.16K | 6.06K | 1.43M |
| Nov 11, 2024 | AWM INVESTMENT COMPANY, INC. | SALE | 1.50 | 7.65K | 11.48K | 1.43M |
| Jun 06, 2024 | WILKS LEWIS | PURCHASE | 1.47 | 10K | 14.7K | 184.11K |
| Jun 05, 2024 | WILKS LEWIS | PURCHASE | 1.43 | 10K | 14.3K | 174.11K |
| Apr 15, 2024 | AWM INVESTMENT COMPANY, INC. | SALE | 1.70 | 1K | 1.7K | 1.44M |
| Aug 30, 2023 | WILKS LEWIS | PURCHASE | 1.03 | 10K | 10.3K | 126.31K |
| Jun 12, 2023 | WILKS LEWIS | PURCHASE | 1.40 | 10K | 13.97K | 116.31K |
| Jun 09, 2023 | NATTRASS BRADLEY JOHN | PURCHASE | 1.25 | 28.42K | 35.45K | 1.9M |
| May 19, 2023 | WILKS LEWIS | PURCHASE | 1.60 | 10K | 16.03K | 106.31K |
| May 18, 2023 | LOWE JAMES ROBERT | PURCHASE | 1.89 | 25K | 47.23K | 423.41K |
| May 16, 2023 | WILKS LEWIS | PURCHASE | 1.63 | 20K | 32.59K | 98.27K |
| May 15, 2023 | NATTRASS BRADLEY JOHN | PURCHASE | 1.49 | 60K | 89.13K | 1.82M |
| Dec 16, 2022 | WILKS LEWIS | PURCHASE | 3.45 | 555 | 1.91K | 66.27K |
| Dec 15, 2022 | WILKS LEWIS | PURCHASE | 3.29 | 2.15K | 7.08K | 61.87K |
| Dec 14, 2022 | WILKS LEWIS | PURCHASE | 3.76 | 2K | 7.52K | 59.71K |
| Dec 13, 2022 | WILKS LEWIS | PURCHASE | 4.05 | 302 | 1.22K | 56.02K |
| Dec 09, 2022 | WILKS LEWIS | PURCHASE | 4.50 | 2K | 9K | 55.71K |
| Dec 08, 2022 | WILKS LEWIS | PURCHASE | 4.45 | 1K | 4.45K | 53.71K |
| Jun 15, 2022 | LOWE JAMES ROBERT | PURCHASE | 0.00 | 17.2K | - | 398.41K |
| May 16, 2022 | DENNEDY JIM | PURCHASE | 6.29 | 3.89K | 24.46K | 217.99K |
| May 13, 2022 | WILKS LEWIS | PURCHASE | 6.38 | 1K | 6.38K | 52.71K |
| Feb 15, 2022 | NATTRASS BRADLEY JOHN | SALE | 10.96 | 15K | 164.4K | 1.66M |
| Dec 15, 2021 | NATTRASS BRADLEY JOHN | SALE | 10.00 | 304 | 3.04K | 1.58M |
| Nov 15, 2021 | NATTRASS BRADLEY JOHN | SALE | 13.90 | 15K | 208.5K | 1.58M |
| Oct 15, 2021 | NATTRASS BRADLEY JOHN | SALE | 12.15 | 15K | 182.26K | 1.59M |
| Sep 15, 2021 | NATTRASS BRADLEY JOHN | SALE | 13.38 | 15K | 200.72K | 1.61M |
| May 19, 2021 | DENNEDY JIM | PURCHASE | 7.70 | 8.5K | 65.45K | 358.33K |
| May 17, 2021 | DENNEDY JIM | PURCHASE | 7.95 | 10K | 79.5K | 349.83K |
| May 14, 2021 | DENNEDY JIM | PURCHASE | 7.48 | 6.5K | 48.62K | 339.83K |
| Feb 17, 2021 | WILKS LEWIS | PURCHASE | 10.00 | 2.5K | 25K | 24.03K |
| Dec 08, 2020 | LOWE JAMES ROBERT | PURCHASE | 2.40 | 20.83K | 50K | 127.28K |
| Dec 07, 2020 | LOWE JAMES ROBERT | PURCHASE | 3.00 | 69.02K | 207.06K | 106.45K |