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CTEKUSD

CTEKUSD Quarterly Institutional 13F Update

Cynergistek Inc/de

+$863.0K

Net Activity

Institutions Holding

23

Popularity Rank

#8642

Avg Weight

0.01%

Total Value

$3.3M

Ownership Trend

23 institutions currently hold CTEKUSD, with 4 net buyers and 1 net sellers this quarter.

Institutional Moves

Institutional Moves (Q2 2022)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

1

Net Buying Institutions

4

Key Holders

Key Holders

Top 5 by Value

BC
Beryl Capital Management LLC
$1.6M
EI
Essex Investment Management Co LLC
$393.0K
VG
Vanguard Group INC
$257.0K
JC
JBF Capital, Inc.
$240.0K
BC
Bridgeway Capital Management, LLC
$192.0K

Top 5 by Conviction

BC
Beryl Capital Management LLC
0.16%
EI
Essex Investment Management Co LLC
0.06%
JC
JBF Capital, Inc.
0.06%
NS
NJ State Employees Deferred Compensation Plan
0.02%
PC
Perkins Capital Management INC
0.02%
View all 23 holding institutions

Quarterly Activity

Recent Activity

+$118.0K

Total Buy Value

$25.0K

Total Sell Value

New buy2
Trim0
Add2
Sold out1

4

Net Buyers

1

Net Sellers

Smart Money Convergence

CTEKUSD does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2022-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

23258P105

FAQ

Who are the top institutional investors holding CYNERGISTEK INC/DE (CTEKUSD)?
Major stakeholders currently include Beryl Capital Management LLC ($1.6M), Essex Investment Management Co LLC ($393.0K), Vanguard Group INC ($257.0K). Based on the latest 13F filings, there are a total of 23 tracked investment funds and institutions maintaining positions in CTEKUSD.
What is the overall institutional sentiment toward CTEKUSD recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $863.0K, driven by 4 managers accumulating shares while 1 reduced their exposure.
Which institutions have been selling or reducing their CTEKUSD positions?
In the latest period, 0 funds trimmed their holdings, and 1 managers completely exited their positions. The aggregate reported sell value was $25.0K.
Are there any notable investors adding CTEKUSD to their portfolios?
Yes, buying activity remains notable. 2 institutions opened new positions in {ticker}, and 2 existing holders added to their shares. The total reported buy value for the quarter amounted to $118.0K.

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