Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in New Era Helium, Inc. include
Adage Capital Partners Gp, L.l.c.,
Morgan Stanley,
Virtu Financial LLC,
Hrt Financial Lp,
FSMAX - Fidelity Extended Market Index Fund,
Two Sigma Securities, Llc,
FCFMX - Fidelity Series Total Market Index Fund,
and
Jane Street Group, Llc
.
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date |
Source |
Investor |
|
Type |
Avg Price
(Est) |
Shares |
Δ Shares
(%) |
Reported
Value
($1000) |
Δ Value
(%) |
Port Alloc
(%) |
| 2025-08-14 |
13F |
Shay Capital LLC
|
|
|
|
88,238 |
0.06 |
43 |
-57.00 |
|
| 2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
62 |
21.57 |
0 |
|
|
| 2025-08-08 |
13F |
Geode Capital Management, Llc
|
|
|
|
56,846 |
0.28 |
28 |
-57.81 |
|
| 2025-07-24 |
NP |
FCFMX - Fidelity Series Total Market Index Fund
|
|
|
|
15,232 |
|
8 |
|
|
| 2025-08-08 |
13F |
SBI Securities Co., Ltd.
|
|
|
|
22,158 |
|
11 |
|
|
| 2025-08-14 |
13F |
Two Sigma Securities, Llc
|
|
|
|
20,414 |
|
10 |
|
|
| 2025-08-14 |
13F |
Adage Capital Partners Gp, L.l.c.
|
|
|
|
700,000 |
|
344 |
|
|
| 2025-08-12 |
13F |
Virtu Financial LLC
|
|
|
|
79,125 |
|
0 |
|
|
| 2025-07-24 |
NP |
FSMAX - Fidelity Extended Market Index Fund
|
|
|
|
33,230 |
|
17 |
|
|
| 2025-08-14 |
13F |
Jane Street Group, Llc
|
|
|
|
10,717 |
|
5 |
|
|
| 2025-08-14 |
13F |
Hrt Financial Lp
|
|
|
|
41,222 |
|
0 |
|
|
| 2025-08-13 |
13F |
Advisor Group Holdings, Inc.
|
|
|
|
100 |
|
1 |
|
|
| 2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
90,000 |
|
44 |
|
|
| 2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
| 2025-08-15 |
13F |
Tower Research Capital LLC (TRC)
|
|
|
|
3,069 |
16,052.63 |
2 |
|
|
