Transform Wealth, LLC - POWELL INDS INC ownership

POWELL INDS INC's ticker is POWL and the CUSIP is 739128106. A total of 86 filers reported holding POWELL INDS INC in Q3 2022. The put-call ratio across all filers is 1.02 and the average weighting 0.1%.

Quarter-by-quarter ownership
Transform Wealth, LLC ownership history of POWELL INDS INC
ValueSharesWeighting
Q3 2023$1,209,014
+41.7%
14,584
+3.6%
0.13%
+66.2%
Q2 2023$853,350
+120.6%
14,084
+55.0%
0.08%
+113.9%
Q1 2023$386,888
+21.1%
9,0840.0%0.04%0.0%
Q4 2022$319,575
+50.7%
9,0840.0%0.04%
+12.5%
Q2 2022$212,000
-99.6%
9,084
-99.6%
0.03%
-99.4%
Q1 2022$49,213,000
-34.1%
2,534,1550.0%5.52%
-29.3%
Q4 2021$74,732,000
+20.0%
2,534,1550.0%7.80%
+9.3%
Q3 2021$62,264,000
+1164.5%
2,534,155
+1493.0%
7.14%
+1087.7%
Q2 2021$4,924,000
-8.6%
159,0800.0%0.60%
-44.4%
Q1 2021$5,388,000
+14.9%
159,0800.0%1.08%
+10.2%
Q4 2020$4,691,000
+22.2%
159,0800.0%0.98%
+58.5%
Q3 2020$3,839,000
-11.9%
159,0800.0%0.62%
-17.0%
Q2 2020$4,357,000
+6.7%
159,0800.0%0.75%
-14.4%
Q1 2020$4,084,000
-47.6%
159,0800.0%0.87%
-29.5%
Q4 2019$7,793,000
+25.1%
159,0800.0%1.24%
+11.9%
Q3 2019$6,228,000
+2.7%
159,080
-0.4%
1.10%
+23.9%
Q2 2019$6,067,000
+43.0%
159,654
-0.1%
0.89%
+13.2%
Q1 2019$4,242,000
+6.2%
159,7540.0%0.79%
-4.1%
Q4 2018$3,996,000
-31.0%
159,7540.0%0.82%
-18.2%
Q3 2018$5,793,000
-1.7%
159,754
-5.6%
1.00%
-5.8%
Q2 2018$5,896,000
+29.8%
169,3000.0%1.07%
+23.5%
Q1 2018$4,544,000
-6.3%
169,3000.0%0.86%
-3.4%
Q4 2017$4,851,000169,3000.89%
Other shareholders
POWELL INDS INC shareholders Q3 2022
NameSharesValueWeighting ↓
Harvey Partners, LLC 78,900$2,861,0003.98%
HEARTLAND ADVISORS INC 550,565$19,963,0001.33%
Transform Wealth, LLC 159,754$5,793,0001.00%
VAN DEN BERG MANAGEMENT I, INC 251,951$9,136,0000.97%
PROSPECTOR PARTNERS LLC 110,200$3,996,0000.55%
DEPRINCE RACE & ZOLLO INC 482,168$17,483,0000.39%
Crestline Management, LP 92,820$3,366,0000.31%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 21,050$763,0000.30%
BEDDOW CAPITAL MANAGEMENT INC 10,630$385,0000.17%
OBERWEIS ASSET MANAGEMENT INC/ 20,500$743,0000.14%
View complete list of POWELL INDS INC shareholders