Great Elm Group, Inc.
GEG- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001831096
No open-market purchases or sales by Great Elm Group, Inc. insiders were filed in the last 90 days; 25 institutions reported holding it in 13F filings for Q2 2026, worth $13.5M in total; no superinvestor holds it.
Other share classesGEGGL
Q2 2021 vs. Q1 2021
How the institutions holding Great Elm Group, Inc. changed between Q1 2021 and Q2 2021.
All holders in Q2 2021All holders in Q1 2021
| Measure | Q1 2021 | Q2 2021 | Change |
|---|---|---|---|
| Holders | 37 | 34 | −3 |
| Shares | 13.9M | 13.6M | −292.4K (−2.1%) |
| Value | $33.8M | $30.5M | −$3.31M (−9.8%) |
New holders (2)
Institutions that held Great Elm Group, Inc. at the end of Q2 2021 but not at the end of Q1 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Curated Wealth Partners LLC | 100,000 | $225.0K | 0.12% |
| State Street Corp | 69,931 | $157.0K | 0.00% |
Sold out (5)
Institutions that held Great Elm Group, Inc. at the end of Q1 2021 and filed for Q2 2021 without it.
| Institution | Shares, Q1 2021 | Value, Q1 2021 |
|---|---|---|
| Punch & Associates Investment Management, Inc. | 541,878 | $1.32M |
| California Public Employees Retirement System | 47,867 | $117.0K |
| HRT Financial LP | 14,505 | $35.0K |
| Arkadios Wealth Advisors | 1,001 | $2.00K |
| Sowell Financial Services LLC | 253 | $1.00K |