SWK Holdings Corporation
SWKH
Cena:
$ 15.90
0.00 (0.00%)
Valuace
70
Růst
30
Zdraví
51
Akcionáři
Akcionáři společnosti
Insider trading
Akcionáři společnosti
| Držitel | Počet akcií | Podíl společnosti | Změna % | Váha pozice v portfoliu | Prvně nakoupeno |
|---|---|---|---|---|---|
| CARLSON CAPITAL L P | 8.5 mil | 70.09% | 6.18% | 51.79% | 2020-03-31 |
| M3F, INC. | 853.45 tis | 7.04% | 1.01% | 4.03% | 2021-03-31 |
| VANGUARD GROUP INC | 213.54 tis | 1.76% | 0.00% | 0.00% | 2020-06-30 |
| BLACKROCK, INC. | 156.21 tis | 1.29% | 0.00% | 0.00% | 2024-09-30 |
| BLACKROCK INC. | 139.26 tis | 1.12% | 0.00% | 0.00% | 2020-06-30 |
| BLACKROCK FUNDING, INC. /DE | 134.56 tis | 1.09% | 0.00% | 0.00% | 2024-09-30 |
| CREDIT INDUSTRIEL ET COMMERCIAL | 125.00 tis | 1.03% | 0.17% | 0.17% | 2025-12-31 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 114.76 tis | 0.94% | 0.00% | 0.04% | 2021-12-31 |
| GEODE CAPITAL MANAGEMENT, LLC | 75.94 tis | 0.63% | 0.00% | 0.00% | 2020-06-30 |
| RAYMOND JAMES FINANCIAL INC | 70.93 tis | 0.59% | 0.00% | 0.00% | 2025-03-31 |
| CANNELL CAPITAL LLC | 63.07 tis | 0.52% | -0.01% | 0.53% | 2020-03-31 |
| RANGELEY CAPITAL, LLC | 63.00 tis | 0.52% | 0.38% | 0.90% | 2024-12-31 |
| EMPOWERED FUNDS, LLC | 57.55 tis | 0.47% | 0.00% | 0.01% | 2023-06-30 |
| DIMENSIONAL FUND ADVISORS LP | 49.36 tis | 0.41% | 0.00% | 0.00% | 2022-03-31 |
| STATE STREET CORP | 47.74 tis | 0.39% | 0.00% | 0.00% | 2020-06-30 |
| MORGAN STANLEY | 39.66 tis | 0.33% | 0.00% | 0.00% | 2020-03-31 |
| GREENWOOD CAPITAL ASSOCIATES LLC | 39.31 tis | 0.32% | -0.01% | 0.08% | 2021-09-30 |
| VICTORY CAPITAL MANAGEMENT INC | 30.77 tis | 0.32% | 0.00% | 0.00% | 2024-09-30 |
| GOLDMAN SACHS GROUP INC | 38.40 tis | 0.32% | 0.00% | 0.00% | 2025-09-30 |
| ACADIAN ASSET MANAGEMENT LLC | 33.49 tis | 0.28% | 0.00% | 0.00% | 2025-06-30 |
| RENAISSANCE TECHNOLOGIES LLC | 31.80 tis | 0.26% | 0.00% | 0.00% | 2021-06-30 |
| SKYVIEW INVESTMENT ADVISORS, LLC | 31.82 tis | 0.26% | 0.00% | 0.09% | 2023-03-31 |
| NORTHERN TRUST CORP | 30.12 tis | 0.25% | 0.00% | 0.00% | 2022-06-30 |
| AQR CAPITAL MANAGEMENT LLC | 25.60 tis | 0.21% | 0.00% | 0.00% | 2025-09-30 |
| MILLENNIUM MANAGEMENT LLC | 25.76 tis | 0.21% | 0.00% | 0.00% | 2024-12-31 |
| PERRITT CAPITAL MANAGEMENT INC | 20.23 tis | 0.21% | 0.03% | 0.19% | 2022-09-30 |
| DYNAMIC ADVISOR SOLUTIONS LLC | 21.99 tis | 0.18% | 0.00% | 0.01% | 2021-09-30 |
| RESOURCES INVESTMENT ADVISORS, LLC. | 20.15 tis | 0.16% | 0.00% | 0.00% | 2023-06-30 |
| GRACE & WHITE INC /NY | 18.72 tis | 0.15% | 0.01% | 0.06% | 2023-09-30 |
| NEWEDGE ADVISORS, LLC | 16.89 tis | 0.14% | 0.00% | 0.00% | 2024-09-30 |
| BAILARD, INC. | 13.97 tis | 0.11% | 0.00% | 0.00% | 2025-09-30 |
| GSA CAPITAL PARTNERS LLP | 13.46 tis | 0.11% | 0.00% | 0.02% | 2025-06-30 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 10.19 tis | 0.08% | 0.00% | 0.00% | 2023-06-30 |
| PRELUDE CAPITAL MANAGEMENT, LLC | 10.00 tis | 0.08% | 0.01% | 0.01% | 2025-12-31 |
| BARCLAYS PLC | 4.79 tis | 0.04% | 0.00% | 0.00% | 2022-06-30 |
| RUSSELL INVESTMENTS GROUP, LTD. | 4.68 tis | 0.04% | 0.00% | 0.00% | 2023-09-30 |
| BANK OF AMERICA CORP /DE/ | 4.64 tis | 0.04% | 0.00% | 0.00% | 2020-03-31 |
| STATE OF WYOMING | 4.19 tis | 0.03% | 0.00% | 0.01% | 2023-06-30 |
| RHUMBLINE ADVISERS | 3.71 tis | 0.03% | 0.00% | 0.00% | 2023-06-30 |
| JPMORGAN CHASE & CO | 3.63 tis | 0.03% | 0.00% | 0.00% | 2022-06-30 |
| WELLS FARGO & COMPANY/MN | 3.41 tis | 0.03% | 0.00% | 0.00% | 2023-03-31 |
| NEW YORK STATE COMMON RETIREMENT FUND | 2.13 tis | 0.02% | 0.00% | 0.00% | 2022-06-30 |
| COREBRIDGE FINANCIAL, INC. | 1.58 tis | 0.02% | 0.00% | 0.00% | 2024-06-30 |
| CWM, LLC | 1.91 tis | 0.02% | 0.00% | 0.00% | 2023-12-31 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 1.45 tis | 0.01% | 0.00% | 0.00% | 2024-06-30 |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 1.37 tis | 0.01% | 0.00% | 0.00% | 2025-06-30 |
| 1.37 tis | 0.01% | 0.00% | 0.00% | 2025-06-30 | |
| UNIPLAN INVESTMENT COUNSEL, INC. | 1.22 tis | 0.01% | 0.00% | 0.00% | 2025-06-30 |
| FMR LLC | 1.11 tis | 0.01% | 0.00% | 0.00% | 2021-09-30 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 1.11 tis | 0.01% | 0.00% | 0.00% | 2025-09-30 |
| BNP PARIBAS ARBITRAGE, SNC | 1.05 tis | 0.01% | 0.00% | 0.00% | 2024-12-31 |
| NISA INVESTMENT ADVISORS, LLC | 1.00 tis | 0.01% | 0.00% | 0.00% | 2025-03-31 |
| SRS CAPITAL ADVISORS, INC. | 0.90 tis | 0.01% | 0.00% | 0.00% | 2025-09-30 |
| UBS GROUP AG | 0.55 tis | 0.00% | 0.00% | 0.00% | 2020-03-31 |
| ADVISOR GROUP HOLDINGS, INC. | 0.40 tis | 0.00% | 0.00% | 0.00% | 2021-06-30 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.35 tis | 0.00% | 0.00% | 0.00% | 2020-06-30 |
| HARBOR CAPITAL ADVISORS, INC. | 0.34 tis | 0.00% | 0.00% | 0.00% | 2024-09-30 |
| LEGAL & GENERAL GROUP PLC | 0.32 tis | 0.00% | 0.00% | 0.00% | 2022-06-30 |
| AMERITAS INVESTMENT PARTNERS, INC. | 0.27 tis | 0.00% | 0.00% | 0.00% | 2022-06-30 |
| COLONIAL TRUST CO / SC | 0.21 tis | 0.00% | 0.00% | 0.00% | 2022-12-31 |
| STERLING CAPITAL MANAGEMENT LLC | 0.21 tis | 0.00% | 0.00% | 0.00% | 2024-09-30 |
| MARQUETTE ASSET MANAGEMENT, LLC | 0.19 tis | 0.00% | 0.00% | 0.00% | 2025-12-31 |
| LIVE OAK INVESTMENT PARTNERS | 0.19 tis | 0.00% | 0.00% | 0.00% | 2022-12-31 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 0.19 tis | 0.00% | 0.00% | 0.00% | 2022-06-30 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.16 tis | 0.00% | 0.00% | 0.00% | 2025-12-31 |
| ROYAL BANK OF CANADA | 0.12 tis | 0.00% | 0.00% | 0.00% | 2020-12-31 |
| COVESTOR LTD | 0.11 tis | 0.00% | 0.00% | 0.00% | 2025-09-30 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.09 tis | 0.00% | 0.00% | 0.00% | 2024-09-30 |
| TD WATERHOUSE CANADA INC. | 0.10 tis | 0.00% | 0.00% | 0.00% | 2023-09-30 |
| AMALGAMATED BANK | 0.10 tis | 0.00% | 0.00% | 0.00% | 2022-06-30 |
| IFP ADVISORS, INC | 0.09 tis | 0.00% | 0.00% | 0.00% | 2025-06-30 |
| PRIVATE WEALTH MANAGEMENT GROUP, LLC | 0.07 tis | 0.00% | 0.00% | 0.00% | 2025-12-31 |
| EVERSOURCE WEALTH ADVISORS, LLC | 0.07 tis | 0.00% | 0.00% | 0.00% | 2025-03-31 |
| CITIGROUP INC | 0.07 tis | 0.00% | 0.00% | 0.00% | 2022-06-30 |
| CORNERSTONE PLANNING GROUP LLC | 0.05 tis | 0.00% | 0.00% | 0.00% | 2024-06-30 |
| MASSMUTUAL TRUST CO FSB/ADV | 0.05 tis | 0.00% | 0.00% | 0.00% | 2025-06-30 |
| INNEALTA CAPITAL, LLC | 0.05 tis | 0.00% | 0.00% | 0.00% | 2024-06-30 |
| GAMMA INVESTING LLC | 0.01 tis | 0.00% | 0.00% | 0.00% | 2024-12-31 |
| TRUE WEALTH DESIGN, LLC | 0.01 tis | 0.00% | 0.00% | 0.00% | 2024-12-31 |
| BANK OF NEW YORK MELLON CORP | 0.00 tis | 0.00% | 0.00% | 0.00% | 2023-09-30 |
| ALLWORTH FINANCIAL LP | 0.01 tis | 0.00% | 0.00% | 0.00% | 2025-06-30 |
| GREAT LAKES ADVISORS, LLC | 0.00 tis | 0.00% | 0.00% | 0.00% | 2024-06-30 |
| AMERICAN INTERNATIONAL GROUP, INC. | 0.00 tis | 0.00% | 0.00% | 0.00% | 2022-06-30 |
| CAPITAL PERFORMANCE ADVISORS LLP | 0.00 tis | 0.00% | 0.00% | 0.00% | 2024-09-30 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.00 tis | 0.00% | 0.00% | 0.00% | 2025-03-31 |
| COMERICA BANK | 0.00 tis | 0.00% | 0.00% | 0.00% | 2024-12-31 |
| COLUMBIA ASSET MANAGEMENT | 0.00 tis | 0.00% | -0.04% | 0.00% | 2024-09-30 |
| FARTHER FINANCE ADVISORS, LLC | 0.00 tis | 0.00% | 0.00% | 0.00% | 2024-09-30 |
Insider trading
| Jméno | Pozice | Typ transakce | Počet převedených akcií | Průměrná cena akcie | Datum | Počet držených akcií |
|---|---|---|---|---|---|---|
| Carlson Capital, L.P. | 10 percent owner | J-Other | 8632093 | 0.00 | 8.4 2026 | 0 |
| Carlson Capital, L.P. | 10 percent owner | J-Other | 8493088 | 0.00 | 8.4 2026 | 0 |
| Dotter Laurie L. | director | A-Award | 3858 | 14.26 | 18.6 2025 | 16791 |
| Albright Jerry | director | A-Award | 3858 | 14.26 | 18.6 2025 | 10832 |
| Hatcher Robert K. | director | A-Award | 3858 | 14.26 | 18.6 2025 | 16662 |
| Staggs Joe David JR | officer: PRESIDENT | M-Exempt | 15000 | 9.61 | 17.4 2025 | 0 |
| Staggs Joe David JR | officer: PRESIDENT | M-Exempt | 18750 | 12.50 | 17.4 2025 | 0 |
| Staggs Joe David JR | officer: PRESIDENT | F-InKind | 25857 | 18.10 | 17.4 2025 | 123766 |
| Staggs Joe David JR | officer: PRESIDENT | M-Exempt | 15000 | 9.61 | 17.4 2025 | 130873 |
| Staggs Joe David JR | officer: PRESIDENT | M-Exempt | 18750 | 12.50 | 17.4 2025 | 149623 |
| Rice Adam | officer: Chief Financial Officer | A-Award | 9175 | 0.00 | 4.2 2025 | 15247 |
| Staggs Joe David JR | officer: PRESIDENT | A-Award | 36700 | 0.00 | 4.2 2025 | 115873 |
| Carlson Lewis | other: See Remarks | 0 | 0.00 | 1.11 2024 | 62079 | |
| Carlson Clint Duane | 10 percent owner | 0 | 0.00 | 1.11 2024 | 399394 | |
| Carlson Foundation | other: See Remarks | 0 | 0.00 | 1.11 2024 | 2693 | |
| Carlson Capital GP, L.P. | 10 percent owner | 0 | 0.00 | 1.11 2024 | 12354 | |
| Owen Augustus Carlson 1997 A Trust | other: See Remarks | 0 | 0.00 | 1.11 2024 | 62079 | |
| Julian Orlando Carlson 1997 A Trust | other: See Remarks | 0 | 0.00 | 1.11 2024 | 62079 | |
| Carlson Capital, L.P. | 10 percent owner | J-Other | 600678 | 0.00 | 25.10 2024 | 0 |
| Rice Adam | officer | 0 | 0.00 | 8.7 2024 | 0 | |
| Rice Adam | officer: Chief Financial Officer | A-Award | 6072 | 0.00 | 8.7 2024 | 6072 |
| Pennington Marcus Edward | director | A-Award | 3253 | 16.91 | 1.7 2024 | 21176 |
| Pennington Marcus Edward | director | A-Award | 1051 | 16.89 | 1.7 2024 | 22227 |
| Albright Jerry | director | A-Award | 3253 | 16.91 | 1.7 2024 | 6974 |
| Hatcher Robert K. | director | A-Award | 3253 | 16.91 | 1.7 2024 | 12804 |
| Dotter Laurie L. | director | A-Award | 3253 | 16.91 | 1.7 2024 | 12933 |
| Pennington Marcus Edward | director | A-Award | 1051 | 16.88 | 3.4 2024 | 17108 |
| Pennington Marcus Edward | director | A-Award | 815 | 16.88 | 3.4 2024 | 17923 |
| Hatcher Robert K. | director | A-Award | 815 | 16.88 | 3.4 2024 | 9551 |
| Albright Jerry | director | A-Award | 815 | 16.88 | 3.4 2024 | 3721 |
| Dotter Laurie L. | director | A-Award | 815 | 16.88 | 3.4 2024 | 9680 |
| Staggs Joe David JR | officer: PRESIDENT | A-Award | 35881 | 0.00 | 5.3 2024 | 79173 |
| Pennington Marcus Edward | director | A-Award | 766 | 17.95 | 4.1 2024 | 15291 |
| Pennington Marcus Edward | director | A-Award | 766 | 17.95 | 4.1 2024 | 16057 |
| Hatcher Robert K. | director | A-Award | 766 | 17.95 | 4.1 2024 | 8736 |
| Albright Jerry | director | A-Award | 766 | 17.95 | 4.1 2024 | 2906 |
| Dotter Laurie L. | director | A-Award | 766 | 17.95 | 4.1 2024 | 8865 |
| Albright Jerry | director | A-Award | 868 | 15.85 | 3.10 2023 | 2140 |
| Dotter Laurie L. | director | A-Award | 868 | 15.85 | 3.10 2023 | 8099 |
| Hatcher Robert K. | director | A-Award | 868 | 15.85 | 3.10 2023 | 7970 |
| Pennington Marcus Edward | director | A-Award | 1120 | 15.85 | 3.10 2023 | 13657 |
| Pennington Marcus Edward | director | A-Award | 868 | 15.85 | 3.10 2023 | 14525 |
| Hatcher Robert K. | director | A-Award | 779 | 17.64 | 5.7 2023 | 5511 |
| Hatcher Robert K. | director | A-Award | 821 | 16.74 | 5.7 2023 | 7102 |
| Pennington Marcus Edward | director | A-Award | 1060 | 16.74 | 5.7 2023 | 11716 |
| Pennington Marcus Edward | director | A-Award | 821 | 16.74 | 5.7 2023 | 12537 |
| Albright Jerry | director | A-Award | 821 | 16.74 | 5.7 2023 | 1272 |
| Dotter Laurie L. | director | A-Award | 821 | 16.74 | 5.7 2023 | 7231 |
| Albright Jerry | director | A-Award | 263 | 17.86 | 4.4 2023 | 263 |
| Albright Jerry | director | A-Award | 188 | 17.86 | 4.4 2023 | 451 |
| Dotter Laurie L. | director | A-Award | 770 | 17.86 | 4.4 2023 | 6410 |
| Hatcher Robert K. | director | A-Award | 770 | 17.86 | 4.4 2023 | 7401 |
| Pennington Marcus Edward | director | A-Award | 818 | 17.86 | 4.4 2023 | 9879 |
| Pennington Marcus Edward | director | A-Award | 770 | 17.86 | 4.4 2023 | 10649 |
| Albright Jerry | director: | 0 | 0.00 | 21.3 2023 | 0 | |
| Hatcher Robert K. | director | A-Award | 1120 | 17.64 | 4.1 2023 | 5852 |
| Hatcher Robert K. | director | A-Award | 779 | 17.64 | 4.1 2023 | 6631 |
| DICICCO WENDY F | director | A-Award | 1120 | 17.64 | 4.1 2023 | 5403 |
| DICICCO WENDY F | director | A-Award | 779 | 17.64 | 4.1 2023 | 6182 |
| Pennington Marcus Edward | director | A-Award | 779 | 17.64 | 4.1 2023 | 8282 |
| Pennington Marcus Edward | director | A-Award | 779 | 17.64 | 4.1 2023 | 9061 |
| Dotter Laurie L. | director | A-Award | 779 | 17.64 | 4.1 2023 | 5640 |
| Heinrichson Yvette M | officer: Chief Financial Officer | A-Award | 8621 | 17.40 | 5.10 2022 | 8621 |
| DICICCO WENDY F | director | A-Award | 1162 | 17.00 | 4.10 2022 | 3474 |
| DICICCO WENDY F | director | A-Award | 809 | 17.00 | 4.10 2022 | 4283 |
| Pennington Marcus Edward | director | A-Award | 809 | 17.00 | 4.10 2022 | 6694 |
| Pennington Marcus Edward | director | A-Award | 809 | 17.00 | 4.10 2022 | 7503 |
| Dotter Laurie L. | director | A-Award | 1206 | 17.00 | 4.10 2022 | 4052 |
| Dotter Laurie L. | director | A-Award | 809 | 17.00 | 4.10 2022 | 4861 |
| Hatcher Robert K. | director | A-Award | 1162 | 17.00 | 4.10 2022 | 3923 |
| Hatcher Robert K. | director | A-Award | 809 | 17.00 | 4.10 2022 | 4732 |
| BLACK WINSTON L III | officer: Chief Executive Officer | M-Exempt | 75000 | 12.50 | 21.9 2022 | 0 |
| BLACK WINSTON L III | officer: Chief Executive Officer | M-Exempt | 50000 | 13.70 | 21.9 2022 | 50000 |
| BLACK WINSTON L III | officer: Chief Executive Officer | M-Exempt | 50000 | 13.70 | 21.9 2022 | 126663 |
| BLACK WINSTON L III | officer: Chief Executive Officer | M-Exempt | 75000 | 12.50 | 21.9 2022 | 201663 |
| Staggs Joe David JR | officer: PRESIDENT | A-Award | 23655 | 0.00 | 21.9 2022 | 43292 |
| Staggs Joe David JR | officer: PRESIDENT | P-Purchase | 2745 | 16.53 | 16.9 2022 | 19637 |
| Staggs Joe David JR | officer: PRESIDENT | P-Purchase | 2745 | 16.53 | 13.9 2022 | 16641 |
| BLACK WINSTON L III | officer: Chief Executive Officer | M-Exempt | 75000 | 0.00 | 7.9 2022 | 0 |
| BLACK WINSTON L III | officer: Chief Executive Officer | F-InKind | 101926 | 17.48 | 7.9 2022 | 99737 |
| BLACK WINSTON L III | officer: Chief Executive Officer | M-Exempt | 50000 | 13.70 | 7.9 2022 | 0 |
| Pennington Marcus Edward | director: | A-Award | 894 | 17.47 | 5.7 2022 | 5885 |
| Hatcher Robert K. | director: | A-Award | 1137 | 17.47 | 5.7 2022 | 2761 |
| DICICCO WENDY F | director: | A-Award | 1137 | 17.47 | 5.7 2022 | 2312 |
| Dotter Laurie L. | director: | A-Award | 1137 | 17.47 | 5.7 2022 | 2846 |
| Dotter Laurie L. | director: | A-Award | 1709 | 16.88 | 4.4 2022 | 1709 |
| DICICCO WENDY F | director: | A-Award | 1175 | 16.88 | 4.4 2022 | 1175 |
| Pennington Marcus Edward | director: | A-Award | 916 | 0.00 | 1.4 2022 | 4991 |
| Hatcher Robert K. | director: | A-Award | 925 | 0.00 | 1.4 2022 | 1624 |
| Dotter Laurie L. | director: | 0 | 0.00 | 22.2 2022 | 0 | |
| DICICCO WENDY F | director: | 0 | 0.00 | 22.2 2022 | 0 | |
| Hatcher Robert K. | director: | 0 | 0.00 | 22.2 2022 | 0 | |
| Baker Dana Blair | director | A-Award | 19 | 19.87 | 12.1 2022 | 42988 |
| Weinberg Michael | director | D-Return | 1363 | 0.00 | 12.1 2022 | 76602 |
| Weinberg Michael | director | A-Award | 19 | 19.87 | 12.1 2022 | 77965 |
| Haga Christopher W | director | D-Return | 1363 | 0.00 | 12.1 2022 | 37233 |
| Haga Christopher W | director | A-Award | 19 | 19.87 | 12.1 2022 | 38596 |
| Stead Edward B | director | D-Return | 1363 | 0.00 | 12.1 2022 | 26690 |
| Stead Edward B | director | A-Award | 14 | 19.68 | 12.1 2022 | 28053 |
| Fletcher Aaron G.L. | director | D-Return | 1363 | 0.00 | 12.1 2022 | 9873 |
