Shoals Technologies Ownership

SHLS Stock  USD 5.52  0.18  3.16%   
The majority of Shoals Technologies outstanding shares are owned by institutional holders. These institutional investors are usually referred to as non-private investors looking to take positions in Shoals Technologies to benefit from reduced commissions. Consequently, institutions are subject to a different set of regulations than regular investors in Shoals Technologies. Please pay attention to any change in the institutional holdings of Shoals Technologies Group as this could imply that something significant has changed or is about to change at the company.
 
Shares in Circulation  
First Issued
2019-12-31
Previous Quarter
166.8 M
Current Value
167 M
Avarage Shares Outstanding
153.7 M
Quarterly Volatility
25.1 M
 
Covid
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Shoals Technologies Group. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis.

Shoals Stock Ownership Analysis

About 99.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 1.65. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Shoals Technologies has Price/Earnings To Growth (PEG) ratio of 0.57. The entity had not issued any dividends in recent years. Shoals Technologies Group, Inc. provides electrical balance of system solutions for solar energy projects in the United States. Shoals Technologies Group, Inc. was founded in 1996 and is headquartered in Portland, Tennessee. Shoals Technologies operates under Solar classification in the United States and is traded on NASDAQ Exchange. It employs 697 people. To find out more about Shoals Technologies Group contact Jason Whitaker at 615 451 1400 or learn more at https://www.shoals.com.
Besides selling stocks to institutional investors, Shoals Technologies also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Shoals Technologies' stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Shoals Technologies' strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Shoals Technologies Quarterly Liabilities And Stockholders Equity

788.42 Million

Shoals Technologies Insider Trades History

Less than 1% of Shoals Technologies Group are currently held by insiders. Unlike Shoals Technologies' institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Shoals Technologies' private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Shoals Technologies' insider trades
 
Covid

Shoals Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Shoals Technologies is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Shoals Technologies Group backward and forwards among themselves. Shoals Technologies' institutional investor refers to the entity that pools money to purchase Shoals Technologies' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Centerbook Partners Lp2025-03-31
3.8 M
Redwood Grove Capital, Llc2025-03-31
M
Frontier Capital Management Co Inc2025-03-31
2.9 M
T. Rowe Price Investment Management,inc.2025-03-31
2.3 M
Norges Bank2024-12-31
2.3 M
Citadel Advisors Llc2025-03-31
2.2 M
Morgan Stanley - Brokerage Accounts2025-03-31
M
Ubs Group Ag2025-03-31
1.9 M
Goldman Sachs Group Inc2025-03-31
1.9 M
Blackrock Inc2025-03-31
31.7 M
Wellington Management Company Llp2025-03-31
21.6 M
Note, although Shoals Technologies' institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Shoals Technologies Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Shoals Technologies insiders, such as employees or executives, is commonly permitted as long as it does not rely on Shoals Technologies' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Shoals Technologies insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
 
Jason Whitaker few days ago
Disposition of 816178 shares by Jason Whitaker of Shoals Technologies subject to Rule 16b-3
 
Jeffery Tolnar over three months ago
Disposition of 1415 shares by Jeffery Tolnar of Shoals Technologies at 3.32 subject to Rule 16b-3
 
Mehgan Peetz over three months ago
Acquisition by Mehgan Peetz of 35121 shares of Shoals Technologies subject to Rule 16b-3
 
Dominic Bardos over three months ago
Acquisition by Dominic Bardos of 35000 shares of Shoals Technologies at 2.8 subject to Rule 16b-3
 
Jason Whitaker over three months ago
Disposition of 13020 shares by Jason Whitaker of Shoals Technologies at 25.3742 subject to Rule 16b-3
 
Jeffery Tolnar over three months ago
Disposition of 5450 shares by Jeffery Tolnar of Shoals Technologies at 4.08 subject to Rule 16b-3
 
Jason Whitaker over six months ago
Disposition of 15040 shares by Jason Whitaker of Shoals Technologies at 25.08 subject to Rule 16b-3
 
Dominic Bardos over six months ago
Disposition of 4300 shares by Dominic Bardos of Shoals Technologies at 4.69 subject to Rule 16b-3
 
Brandon Moss over six months ago
Acquisition by Brandon Moss of 22300 shares of Shoals Technologies at 4.55 subject to Rule 16b-3
 
Inez Lund over six months ago
Disposition of 350 shares by Inez Lund of Shoals Technologies at 6.33 subject to Rule 16b-3
 
Brandon Moss over six months ago
Acquisition by Brandon Moss of 353130 shares of Shoals Technologies subject to Rule 16b-3
 
Mehgan Peetz over a year ago
Acquisition by Mehgan Peetz of 32895 shares of Shoals Technologies subject to Rule 16b-3

Shoals Technologies Outstanding Bonds

Shoals Technologies issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Shoals Technologies uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Shoals bonds can be classified according to their maturity, which is the date when Shoals Technologies Group has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Shoals Technologies Corporate Filings

F4
18th of June 2025
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
F3
16th of June 2025
The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock
ViewVerify
30th of May 2025
Other Reports
ViewVerify
15th of May 2025
Other Reports
ViewVerify

Thematic Opportunities

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Additional Tools for Shoals Stock Analysis

When running Shoals Technologies' price analysis, check to measure Shoals Technologies' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Shoals Technologies is operating at the current time. Most of Shoals Technologies' value examination focuses on studying past and present price action to predict the probability of Shoals Technologies' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Shoals Technologies' price. Additionally, you may evaluate how the addition of Shoals Technologies to your portfolios can decrease your overall portfolio volatility.