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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

Q3 2023 vs. Q2 2023

How the institutions holding Great Elm Group, Inc. changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of GEG: Q2 2023 compared with Q3 2023
MeasureQ2 2023Q3 2023Change
Holders32320
Shares12.3M12.4M+66.6K (+0.5%)
Value$25.3M$26.3M+$1.02M (+4.0%)

New holders (2)

Institutions that held Great Elm Group, Inc. at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to GEG in Q3 2023
InstitutionSharesValue% of portfolio
Two Sigma Securities, LLC17,574$37.6K0.00%
JPMorgan Chase & Co20$430.00%

Sold out (2)

Institutions that held Great Elm Group, Inc. at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of GEG in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Kestra Private Wealth Services, LLC21,430$43.9K
Prudential Financial Inc17,200$35.3K