Dolphin Entertainment Inc (DLPN) Ownership

1.07 ↑0.02 (1.90%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

SOA Wealth Advisors, LLC. is the biggest individual institutional holder of Dolphin Entertainment Inc (DLPN), owning a total of 1.1 million shares. Combined, the top 40 institutional holders of DLPN own 13.94% of the company with a total of 3 million shares.

In the latest ownership report on September 30th 2024, the top 40 institutional holders increased their combined ownership of DLPN by 1.1 million shares. 10 institutions bought 1,142,637 total additional shares and increased their ownership by an average of 19.70%. However 3 institutions sold 14,472 total shares and decreased their ownership by an average of 55%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Dolphin Entertainment increased by a net total of 1,128,165 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SOA Wealth Advisors, LLC.	4.968%	0.000%	1,108,983	1,108,983	2024-09-30
Vanguard Group Inc	1.534%	0.000%	342,444	0	2024-09-30
Geode Capital Management, LLC	0.627%	17.625%	139,983	20,975	2024-09-30
Renaissance Technologies Corp	0.235%	4.175%	52,400	2,100	2024-09-30
Fortis Advisors, LLC	0.179%	0.000%	40,000	0	2024-09-30
Citadel Advisors Llc	0.112%	-14.998%	25,062	-4,422	2024-09-30
State Street Corp	0.105%	0.000%	23,400	0	2024-09-30
Northern Trust Corp	0.068%	0.000%	15,234	0	2024-09-30
UBS Group AG	0.040%	0.000%	8,896	8,896	2024-09-30
Tower Research Capital LLC	0.015%	1.492%	3,334	49	2024-09-30
Lazard Asset Management LLC	0.006%	40.230%	1,342	385	2024-09-30
Citigroup Inc	0.006%	0.000%	1,224	1,224	2024-09-30
Group One Trading, LP	0.001%	0.000%	200	0	2024-09-30
Bank of America Corp	0.001%	12.879%	149	17	2024-09-30
Morgan Stanley - Brokerage Accounts	0.000%	-50.000%	50	-50	2024-09-30
JPMorgan Chase & Co	0.000%	20.588%	41	7	2024-09-30
Wells Fargo & Co	0.000%	100.000%	2	1	2024-09-30
Modus Advisors	0.000%	-100.000%	0	-10,000	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SOA Wealth Advisors, LLC.	4.968%	0.000%	1,108,983	1,108,983	2024-09-30
HOHIMER WEALTH MANAGEMENT, LLC	2.688%	0.000%	600,000	0	2024-06-30
Bard Associates Inc	1.700%	-1.435%	377,767	-5,500	2024-06-30
Vanguard Group Inc	1.534%	0.000%	342,444	0	2024-09-30
Geode Capital Management, LLC	0.627%	17.625%	139,983	20,975	2024-09-30
Marathon Capital Management LLC	0.759%	-45.939%	106,500	-90,500	2023-03-31
Renaissance Technologies Corp	0.235%	4.175%	52,400	2,100	2024-09-30
Fortis Advisors, LLC	0.179%	0.000%	40,000	0	2024-09-30
Citadel Advisors Llc	0.112%	-14.998%	25,062	-4,422	2024-09-30
State Street Corp	0.105%	0.000%	23,400	0	2024-09-30
State Street Corporation	0.124%	-29.518%	23,400	-9,800	2024-03-31
Virtu Financial LLC	0.194%	0.000%	19,826	19,826	2022-09-30
Millennium Management LLC	0.088%	0.000%	19,527	19,527	2024-06-30
Dimensional Fund Advisors, Inc.	0.096%	0.000%	18,184	0	2024-03-31
TWO SIGMA SECURITIES, LLC	0.079%	0.000%	17,521	17,521	2024-06-30
Susquehanna International Group, LLP	0.088%	44.794%	16,647	5,150	2024-03-31
Northern Trust Corp	0.068%	0.000%	15,234	0	2024-09-30
HRT FINANCIAL LLC	0.066%	0.000%	12,474	12,474	2024-03-31
National Asset Management Inc	0.110%	-10.000%	11,250	-1,250	2022-09-30
UBS Group AG	0.040%	0.000%	8,896	8,896	2024-09-30
Amundi	0.038%	0.000%	8,434	0	2024-06-30
Tower Research Capital LLC	0.015%	1.492%	3,334	49	2024-09-30
BlackRock Inc	0.009%	0.000%	1,935	0	2024-06-30
Lazard Asset Management LLC	0.006%	40.230%	1,342	385	2024-09-30
Citigroup Inc	0.006%	0.000%	1,224	1,224	2024-09-30
SIMPLEX TRADING, LLC	0.002%	0.000%	330	330	2023-12-31
Group One Trading, LP	0.001%	0.000%	200	0	2024-09-30
Advisor Group Holdings, Inc.	0.001%	0.000%	200	200	2023-09-30
Bank of America Corp	0.001%	12.879%	149	17	2024-09-30
Morgan Stanley - Brokerage Accounts	0.000%	-50.000%	50	-50	2024-09-30
JPMorgan Chase & Co	0.000%	20.588%	41	7	2024-09-30
Wells Fargo & Co	0.000%	100.000%	2	1	2024-09-30
Modus Advisors	0.000%	-100.000%	0	-10,000	2024-09-30
Meitav Dash Investments Ltd	0.000%	-100.000%	0	-5,200	2023-09-30
GSA Capital Partners LLP	0.000%	-100.000%	0	-16,186	2022-09-30
FMR Inc	0.000%	-100.000%	0	-9	2023-09-30
Duncker Streett & Co Inc	0.000%	-100.000%	0	-3,000	2022-09-30
Centiva Capital, LP	0.000%	-100.000%	0	-11,078	2023-09-30
BMO Capital Markets Corp.	0.000%	-100.000%	0	-10,000	2023-06-30
Bank of Montreal	0.000%	-100.000%	0	-10,000	2023-06-30

Mutual Fund Ownership

Vanguard Instl Ttl Stck Mkt Idx Tr is the biggest individual fund holder of Dolphin Entertainment Inc (DLPN), owning a total of 229 thousand shares. Combined, the top 35 mutual fund holders of DLPN own 4.98% of the company with a total of 712 thousand shares.

In the latest ownership report on October 31st 2024, the top 35 fund holders increased their combined ownership of DLPN by 1 shares. 1 funds bought 1,083 total additional shares and increased their ownership by an average of 32.91%. However 1 funds sold 1,082 total shares and decreased their ownership by an average of 2.19%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Dolphin Entertainment increased by a net total of 1 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	1.130%	0.000%	126,145	0	2024-10-31
Fidelity Extended Market Index	0.433%	-2.192%	48,275	-1,082	2024-10-31
Vanguard Institutional Extnd Mkt Idx Tr	0.404%	0.000%	45,077	0	2024-10-31
Fidelity Series Total Market Index	0.103%	0.000%	11,436	0	2024-10-31
Spartan Extended Market Index Pool E	0.039%	32.908%	4,374	1,083	2024-10-31
Fidelity Total Market Index	0.032%	0.000%	3,621	0	2024-10-31
Spartan Total Market Index Pool E	0.011%	0.000%	1,259	0	2024-10-31
Fidelity Nasdaq Composite Index	0.009%	0.000%	982	0	2024-10-31
State St US Ttl Mkt Indx SL Cl I	0.004%	0.000%	450	0	2024-10-31
Fidelity U.S. Equity Index Ins Trust	0.000%	0.000%	47	0	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Instl Ttl Stck Mkt Idx Tr	1.369%	0.000%	229,216	0	2023-03-31
Vanguard Total Stock Mkt Idx Inv	1.130%	0.000%	126,145	0	2024-10-31
Vanguard Extended Market Index Investor	0.628%	2.905%	89,136	2,516	2023-08-31
Fidelity® Extended Market Index	0.327%	0.000%	59,309	0	2023-11-30
Fidelity Extended Market Index	0.433%	-2.192%	48,275	-1,082	2024-10-31
Vanguard Institutional Extnd Mkt Idx Tr	0.404%	0.000%	45,077	0	2024-10-31
Fidelity Series Total Market Index	0.103%	0.000%	11,436	0	2024-10-31
SSgA U.S. Extended Market Index Class I	0.044%	0.000%	9,800	0	2023-12-31
State St US Extended Mkt Indx NL Cl C	0.054%	0.000%	9,800	0	2024-02-29
SG Actions US Techno C	0.038%	0.000%	8,434	0	2024-06-30
NT Ext Equity Mkt Idx Fd - L	0.036%	0.000%	8,093	0	2024-09-30
Northern Trust Extended Eq Market Idx	0.036%	0.000%	8,093	0	2024-09-30
Fidelity® Total Market Index	0.040%	0.000%	7,242	0	2023-11-30
NT Ext Equity Mkt Idx Fd - NL	0.030%	0.000%	6,621	0	2024-09-30
Fidelity® Series Total Market Index	0.031%	0.000%	5,671	0	2023-11-30
NT Ext Equity Mkt Idx Fd - DC - NL - T2	0.024%	0.301%	5,335	16	2024-09-30
DFA US Micro Cap I	0.051%	0.000%	5,243	0	2022-11-30
Spartan Extended Market Index Pool E	0.039%	32.908%	4,374	1,083	2024-10-31
Fidelity Total Market Index	0.032%	0.000%	3,621	0	2024-10-31
DFA US Small Cap I	0.023%	0.000%	3,007	0	2023-04-30
SSgA U.S. Total Market Index Strategy	0.015%	-2.248%	2,827	-65	2023-12-31
Vanguard U.S. Eq Idx £ Acc	0.018%	0.000%	2,571	0	2023-07-31
Fidelity® NASDAQ Composite Index®	0.011%	0.000%	1,963	0	2023-10-31
Dimensional Global Core Equity USD Acc	0.009%	0.000%	1,901	0	2024-06-30
Dimensional Global Small Coms USD Acc	0.007%	0.000%	1,577	0	2024-06-30
Spartan Total Market Index Pool E	0.011%	0.000%	1,259	0	2024-10-31
NT Ext Eq Mkt Indx Fd DC Lending Tier 5	0.006%	0.160%	1,249	2	2024-09-30
Dimensional World Equity GBP Acc	0.005%	0.000%	1,160	0	2024-06-30
Fidelity Nasdaq Composite Index	0.009%	0.000%	982	0	2024-10-31
State St US Ttl Mkt Indx SL SF Cl II	0.005%	0.000%	900	0	2023-11-30
NT US Market Cap Idx Fd - L	0.002%	0.000%	520	0	2023-12-31
Northern Trust Wilshire 5000	0.002%	0.000%	520	0	2024-09-30
State St US Ttl Mkt Indx SL Cl I	0.004%	0.000%	450	0	2024-10-31
JNL/DFA US Small Cap A	0.002%	-84.653%	349	-1,925	2024-06-30
Fidelity U.S. Equity Index Ins Trust	0.000%	0.000%	47	0	2024-10-31