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Great Elm Group, Inc. (GEG) institutional ownership

Latest close $2.15 Jul 31, 2026
Market cap$59M 52-week range SectorHealthcare
Funds holding · Q1 2026
15
reported GEG position changes
Top owners · Q2 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
5 buyers · 10 sellers

Great Elm Group, Inc. (GEG) price and institutional activity

Dates

Q1 2026

$0 bought by 5 investors
VanguardBlackRock +3 more
$0 sold by 10 investors
Goldman Sachs Group IncRockefeller Capital Management L.P. +8 more
Bought Sold Totals per quarter; hover a bar for the names.

Great Elm Group, Inc. (GEG) institutional activity · 15

Investor Type Est. change Change Δ Own Date
Goldman Sachs Group Inc · Reduced
Change −908K Date Q1 2026
Goldman Sachs Group Inc Reduced· Q1 2026 −908K Q1 2026
Rockefeller Capital Management L.P. · Exited
Change −175K Δ Own −100.0% Date Q1 2026
Rockefeller Capital Management L.P. Exited· Q1 2026 −175K −100.0% Q1 2026
Geode · Reduced
Change −42K Date Q1 2026
Geode Reduced· Q1 2026 −42K Q1 2026
Vanguard · Added
Change +37K Date Q1 2026
Vanguard Added· Q1 2026 +37K Q1 2026
Millennium Management LLC · Reduced
Change −25K Date Q1 2026
Millennium Management LLC Reduced· Q1 2026 −25K Q1 2026
Renaissance Technologies LLC Reduced· Q1 2026 −14K −2.5% Q1 2026
Jane Street Group, LLC · Exited
Change −11K Δ Own −100.0% Date Q1 2026
Jane Street Group, LLC Exited· Q1 2026 −11K −100.0% Q1 2026
BlackRock · Added
Change +3K Date Q1 2026
BlackRock Added· Q1 2026 +3K Q1 2026
Bank of America Corp · Exited
Change −2K Δ Own −100.0% Date Q1 2026
Bank of America Corp Exited· Q1 2026 −2K −100.0% Q1 2026
UBS Group AG · Added
Change +2K Date Q1 2026
UBS Group AG Added· Q1 2026 +2K Q1 2026
Tower Research Capital LLC (trc) · Added
Change +744 Date Q1 2026
Tower Research Capital LLC (trc) Added· Q1 2026 +744 Q1 2026
Citadel Advisors LLC Added· Q1 2026 +313 +1.0% Q1 2026
Fortitude Family Office, LLC · Exited
Change −286 Δ Own −100.0% Date Q1 2026
Fortitude Family Office, LLC Exited· Q1 2026 −286 −100.0% Q1 2026
Plante Moran Financial Advisors, LLC · Exited
Change −3 Δ Own −100.0% Date Q1 2026
Plante Moran Financial Advisors, LLC Exited· Q1 2026 −3 −100.0% Q1 2026
Citigroup Inc · Exited
Change −1 Δ Own −100.0% Date Q1 2026
Citigroup Inc Exited· Q1 2026 −1 −100.0% Q1 2026
Data through Q1 2026 · filed May 15, 2026
15 of 15

Famous investor activity in Great Elm Group, Inc. (GEG)

Great Elm Group, Inc. (GEG) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Northern Right Capital Management, L.P. · 10% Owner 2 operations $0
Price $2.18 Qty 0 Owned 4.2M Trade date Jul 10, 2026 Filed date Jul 14, 2026
Northern Right Capital Management, L.P. 10% Owner 2 operations $2.18 0 $0 4.2M Jul 10, 2026 Jul 14, 2026
Reese Jason W. · Director Gift (G) -100K
Owned 1.0M Trade date May 28, 2026 Filed date Jun 1, 2026
Reese Jason W. Director Gift (G) -100K 1.0M May 28, 2026 Jun 1, 2026
Imperial Capital Asset Management, LLC · 10% Owner Grant (A) 27K
Owned 1.1M Trade date Mar 3, 2026 Filed date Mar 5, 2026
Imperial Capital Asset Management, LLC 10% Owner Grant (A) 27K 1.1M Mar 3, 2026 Mar 5, 2026
Nathan Lloyd · Director Grant (A) 27K
Owned 49K Trade date Jan 8, 2026 Filed date Jan 12, 2026
Nathan Lloyd Director Grant (A) 27K 49K Jan 8, 2026 Jan 12, 2026
Matter David · Director 2 operations 57K
Owned 509K Trade date Jan 8, 2026 Filed date Jan 12, 2026
Matter David Director 2 operations 57K 509K Jan 8, 2026 Jan 12, 2026
Drapkin Matthew A. · Director 3 operations 114K
Owned 755K Trade date Jan 8, 2026 Filed date Jan 12, 2026
Drapkin Matthew A. Director 3 operations 114K 755K Jan 8, 2026 Jan 12, 2026
Schwartz David W. · Director 2 operations 59K
Owned 627K Trade date Jan 8, 2026 Filed date Jan 12, 2026
Schwartz David W. Director 2 operations 59K 627K Jan 8, 2026 Jan 12, 2026
Smith Booker · Director 2 operations 57K
Owned 44K Trade date Jan 8, 2026 Filed date Jan 12, 2026
Smith Booker Director 2 operations 57K 44K Jan 8, 2026 Jan 12, 2026
Parmelee James P. · Director 2 operations 76K
Owned 464K Trade date Jan 8, 2026 Filed date Jan 12, 2026
Parmelee James P. Director 2 operations 76K 464K Jan 8, 2026 Jan 12, 2026
Scheyer Eric J. · Director 2 operations 57K
Owned 479K Trade date Jan 8, 2026 Filed date Jan 12, 2026
Scheyer Eric J. Director 2 operations 57K 479K Jan 8, 2026 Jan 12, 2026
Long Ball Partners LLC · 10% Owner Gift (G) -100K
Owned 1.1M Trade date Nov 11, 2025 Filed date Nov 13, 2025
Long Ball Partners LLC 10% Owner Gift (G) -100K 1.1M Nov 11, 2025 Nov 13, 2025
Davis Keri · Officer Tax withholding or exercise payment (F) -$15K
Price $2.80 Qty -5K Owned 43K Trade date Sep 23, 2025 Filed date Sep 23, 2025
Davis Keri Officer Tax withholding or exercise payment (F) $2.80 -5K -$15K 43K Sep 23, 2025 Sep 23, 2025
Kleinman Adam M. · Officer Tax withholding or exercise payment (F) -$51K
Price $2.80 Qty -18K Owned 585K Trade date Sep 23, 2025 Filed date Sep 23, 2025
Kleinman Adam M. Officer Tax withholding or exercise payment (F) $2.80 -18K -$51K 585K Sep 23, 2025 Sep 23, 2025
Milz Nichole · Officer Tax withholding or exercise payment (F) -$51K
Price $2.80 Qty -18K Owned 195K Trade date Sep 23, 2025 Filed date Sep 23, 2025
Milz Nichole Officer Tax withholding or exercise payment (F) $2.80 -18K -$51K 195K Sep 23, 2025 Sep 23, 2025
Imperial Capital Asset Management, LLC · 10% Owner Grant (A) 184K
Owned 1.2M Trade date Sep 20, 2025 Filed date Sep 23, 2025
Imperial Capital Asset Management, LLC 10% Owner Grant (A) 184K 1.2M Sep 20, 2025 Sep 23, 2025
15 of 79
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Great Elm Group, Inc. (GEG) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Northern Right Capital Management, L.P. 3.1M
% of shares outstanding 10.4% Filing date Feb 7, 2025
Northern Right Capital Management, L.P. 3.1M 10.4% Feb 7, 2025
Pc Elfun LLC 3.1M
% of shares outstanding 9.9% Filing date Aug 13, 2025
Pc Elfun LLC 3.1M 9.9% Aug 13, 2025
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Great Elm Group, Inc. (GEG) ownership FAQ

Who owns GEG?

15 reporting institutions disclosed GEG position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.