SurgePays, Inc. - Class A Common Stock (SURG)
CUSIP: 86882L204
Q2 2024 13F Holders as of 30 Jun 2024
- Type / Class
- Equity / Class A Common Stock
- Shares outstanding
- 20,420,520
- Total 13F shares
- 1,812,594
- Share change
- -147,316
- Total reported value
- $5,777,172
- Put/Call ratio
- 26%
- Price per share
- $3.19
- Number of holders
- 31
- Value change
- -$639,606
- Number of buys
- 18
- Number of sells
- 15
Quarterly Holders Quick Answers
What is CUSIP 86882L204?
CUSIP 86882L204 identifies SURG - SurgePays, Inc. - Class A Common Stock in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 86882L204:
Top shareholders of SURG - SurgePays, Inc. - Class A Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Anthony P. Nuzzo Jr. |
3/4/5
|
PRESIDENT, Director, 10%+ Owner |
—
class O/S missing
|
1,740,759
|
$8,216,382 | — | 10 Sep 2021 | |
| VANGUARD GROUP INC |
13F
|
Company |
2.5%
|
505,380
|
$1,945,713 | — | 31 Mar 2024 | |
| Cable Car Capital, LP |
13F
|
Company |
2%
|
400,000
|
$1,540,000 | — | 31 Mar 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.61%
|
125,003
|
$481,262 | — | 31 Mar 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.58%
|
118,131
|
$454,888 | — | 31 Mar 2024 | |
| SIMPLEX TRADING, LLC |
13F
|
Company |
0.38%
|
77,097
|
$296,000 | — | 31 Mar 2024 | |
| MYDA Advisors LLC |
13F
|
Company |
0.35%
|
72,000
|
$277,200 | — | 31 Mar 2024 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.34%
|
70,199
|
$270,266 | — | 31 Mar 2024 | |
| Truvestments Capital LLC |
13F
|
Company |
0.28%
|
58,123
|
$223,774 | — | 31 Mar 2024 | |
| IMC-Chicago, LLC |
13F
|
Company |
0.28%
|
57,440
|
$221,144 | — | 31 Mar 2024 | |
| BlackRock Finance, Inc. |
13F
|
Company |
0.25%
|
50,436
|
$194,179 | — | 31 Mar 2024 | |
| BAILARD, INC. |
13F
|
Company |
0.24%
|
48,769
|
$187,761 | — | 31 Mar 2024 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.21%
|
42,491
|
$163,590 | — | 31 Mar 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.19%
|
39,263
|
$151,162 | — | 31 Mar 2024 | |
| GSA CAPITAL PARTNERS LLP |
13F
|
Company |
0.18%
|
36,529
|
$141,000 | — | 31 Mar 2024 | |
| STATE STREET CORP |
13F
|
Company |
0.18%
|
35,800
|
$137,830 | — | 31 Mar 2024 | |
| Privium Fund Management B.V. |
13F
|
Company |
0.14%
|
28,200
|
$108,570 | — | 31 Mar 2024 | |
| Mariner, LLC |
13F
|
Company |
0.13%
|
27,500
|
$105,875 | — | 31 Mar 2024 | |
| NATIONAL BANK OF CANADA /FI/ |
13F
|
Company |
0.12%
|
24,000
|
$91,920 | — | 31 Mar 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.11%
|
22,500
|
$86,625 | — | 31 Mar 2024 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.08%
|
16,729
|
$64,407 | — | 31 Mar 2024 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.08%
|
16,333
|
$62,882 | — | 31 Mar 2024 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.08%
|
15,750
|
$60,637 | — | 31 Mar 2024 | |
| NewEdge Advisors, LLC |
13F
|
Company |
0.07%
|
14,618
|
$56,279 | — | 31 Mar 2024 | |
| JAMES INVESTMENT RESEARCH, INC. |
13F
|
Company |
0.06%
|
13,000
|
$50,050 | — | 31 Mar 2024 | |
| Cetera Investment Advisers |
13F
|
Company |
0.06%
|
12,200
|
$46,970 | — | 31 Mar 2024 | |
| John Mott |
3/4/5
|
CHIEF TECHNOLOGY OFFICER, Director |
—
class O/S missing
|
9,788
|
$44,340 | — | 03 Jun 2022 | |
| TUCKER ASSET MANAGEMENT LLC |
13F
|
Company |
0.05%
|
10,952
|
$42,165 | — | 31 Mar 2024 | |
| MORGAN STANLEY |
13F
|
Company |
0.04%
|
8,700
|
$33,495 | — | 31 Mar 2024 | |
| UBS Group AG |
13F
|
Company |
0.03%
|
5,839
|
$22,480 | — | 31 Mar 2024 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.02%
|
3,558
|
$13,698 | — | 31 Mar 2024 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.01%
|
2,368
|
$9,117 | — | 31 Mar 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0%
|
656
|
$3,000 | — | 31 Mar 2024 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0%
|
287
|
$1,105 | — | 31 Mar 2024 | |
| Jeremy Gies |
3/4/5
|
President |
—
class O/S missing
|
100
|
$453 | — | 08 Jan 2024 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
0%
|
59
|
$227 | — | 31 Mar 2024 |
Institutional Holders of SurgePays, Inc. - Class A Common Stock (SURG) as of Q2 2024
As of 30 Jun 2024,
SurgePays, Inc. - Class A Common Stock (SURG) was held by
31 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,812,594 shares.
The largest 10 holders included
VANGUARD GROUP INC, Cable Car Capital LLC, GEODE CAPITAL MANAGEMENT, LLC, Bank of New York Mellon Corp, IMC-Chicago, LLC, Truvestments Capital LLC, BlackRock Inc., BAILARD, INC., Mariner, LLC, and NORTHERN TRUST CORP.
This page lists
31
institutional shareholders reporting positions in this security
for the Q2 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2024 vs Q1 2024 Across Filers
Q1 2024 holders
33
Q2 2024 holders
31
Holder diff
-2
| Investor | Q1 2024 Shares | Q2 2024 Shares | Share Diff | Share Chg % | Q1 2024 Value $ | Q2 2024 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.