Alerus Financial Ownership 2024 | Who Owns Alerus Financial Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

34.77%

Insider Ownership

11.45%

Retail Ownership

53.77%

Institutional Holders

52.00

Alerus Financial Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ALERUS FINANCIAL NA11.42%3.72%2,257,483-3,482-0.15%49,280,856Mar 31, 2024
BLACKROCK INC.7.23%0.00%1,429,329-40,237-2.74%31,202,252Mar 31, 2024
VANGUARD GROUP INC4.61%0.00%911,80613,6371.52%19,904,725Mar 31, 2024
BANC FUNDS CO LLC2.75%1.34%543,586-39,436-6.76%11,866,000Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC1.96%0.00%386,9198,7722.32%8,447,440Mar 31, 2024
AMERIPRISE FINANCIAL INC1.77%0.00%350,22720,0196.06%7,645,474Mar 31, 2024
STATE STREET CORP1.76%0.00%347,38615,8234.77%7,647,957Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP1.35%0.00%267,31513,1405.17%5,835,486Mar 31, 2024
BROWN ADVISORY INC1.33%0.01%262,4514,3211.67%5,729,313Mar 31, 2024
ENDEAVOUR CAPITAL ADVISORS INC1.09%1.63%215,534--4,705,107Mar 31, 2024
AMERICAN CENTURY COMPANIES INC0.95%0.00%188,68651,22337.26%4,119,015Mar 31, 2024
BOOTHBAY FUND MANAGEMENT, LLC0.93%0.08%184,266109,266145.69%4,022,527Mar 31, 2024
NORTHERN TRUST CORP0.90%0.00%177,603-5,793-3.16%3,877,074Mar 31, 2024
CUTLER CAPITAL MANAGEMENT, LLC0.80%1.36%158,2017210.46%3,453,533Mar 31, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0.72%0.00%141,5543,3462.42%3,090,124Mar 31, 2024
MAIRS & POWER INC0.63%0.03%124,294--2,713,338Mar 31, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.62%0.05%121,79912,71911.66%2,658,872Mar 31, 2024
BANK OF NEW YORK MELLON CORP0.60%0.00%118,189-4,868-3.96%2,580,076Mar 31, 2024
ZACKS INVESTMENT MANAGEMENT0.42%0.02%82,74282,742100.00%1,806,258Mar 31, 2024
LOS ANGELES CAPITAL MANAGEMENT LLC0.40%0.01%78,36978,369100.00%1,710,795Mar 31, 2024

Alerus Financial's largest institutional shareholder is ALERUS FINANCIAL NA, holding 11.42% of the company's total share outstanding, currently valued at $49.28M. The top 10 institutional shareholders own together 35.28% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ALERUS FINANCIAL NA11.42%3.72%2,257,483-3,482-0.15%49,280,856Mar 31, 2024
ENDEAVOUR CAPITAL ADVISORS INC1.09%1.63%215,534--4,705,107Mar 31, 2024
CUTLER CAPITAL MANAGEMENT, LLC0.80%1.36%158,2017210.46%3,453,533Mar 31, 2024
BANC FUNDS CO LLC2.75%1.34%543,586-39,436-6.76%11,866,000Mar 31, 2024
SIPPICAN CAPITAL ADVISORS0.34%1.14%67,3907,18511.93%1,471,124Mar 31, 2024
WEALTH FORWARD, LLC0.28%0.95%55,479--1,211,107Mar 31, 2024
RIVERWATER PARTNERS LLC0.09%0.26%16,893-256-1.49%357,924Mar 31, 2024
LAFAYETTE INVESTMENTS, INC.0.10%0.10%20,100--438,783Mar 31, 2024
FIRST PREMIER BANK0.09%0.10%17,036--372,000Mar 31, 2024
BOOTHBAY FUND MANAGEMENT, LLC0.93%0.08%184,266109,266145.69%4,022,527Mar 31, 2024
BASSWOOD CAPITAL MANAGEMENT, L.L.C.0.30%0.08%60,240--1,315,039Mar 31, 2024
VERUS CAPITAL PARTNERS, LLC0.12%0.06%23,700--517,371Mar 31, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.62%0.05%121,79912,71911.66%2,658,872Mar 31, 2024
HARBOR ADVISORS LLC0.05%0.04%9,867--215,397Mar 31, 2024
HORRELL CAPITAL MANAGEMENT, INC.0.02%0.03%4,440--97,000Mar 31, 2024
MAIRS & POWER INC0.63%0.03%124,294--2,713,338Mar 31, 2024
ZACKS INVESTMENT MANAGEMENT0.42%0.02%82,74282,742100.00%1,806,258Mar 31, 2024
EMPOWERED FUNDS, LLC0.21%0.02%41,59912,71944.04%908,106Mar 31, 2024
ICA GROUP WEALTH MANAGEMENT, LLC0.02%0.02%3,600--78,588Mar 31, 2024
BROWN ADVISORY INC1.33%0.01%262,4514,3211.67%5,729,313Mar 31, 2024

The largest Alerus Financial shareholder by % of total assets is ALERUS FINANCIAL NA. The company owns 2.26M shares of Alerus Financial (ALRS), representing 3.72% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BOOTHBAY FUND MANAGEMENT, LLC0.93%0.08%184,266109,266145.69%4,022,527Mar 31, 2024
ZACKS INVESTMENT MANAGEMENT0.42%0.02%82,74282,742100.00%1,806,258Mar 31, 2024
LOS ANGELES CAPITAL MANAGEMENT LLC0.40%0.01%78,36978,369100.00%1,710,795Mar 31, 2024
AMERICAN CENTURY COMPANIES INC0.95%0.00%188,68651,22337.26%4,119,015Mar 31, 2024
INVESCO LTD.0.31%0.00%61,80548,373360.13%1,349,203Mar 31, 2024
CETERA ADVISORS LLC0.15%0.01%29,21229,212100.00%637,698Mar 31, 2024
ACADIAN ASSET MANAGEMENT LLC0.13%0.00%26,29425,6754147.82%573,000Mar 31, 2024
AMERIPRISE FINANCIAL INC1.77%0.00%350,22720,0196.06%7,645,474Mar 31, 2024
SQUAREPOINT OPS LLC0.08%0.00%16,08916,089100.00%351,223Mar 31, 2024
STATE STREET CORP1.76%0.00%347,38615,8234.77%7,647,957Mar 31, 2024
VANGUARD GROUP INC4.61%0.00%911,80613,6371.52%19,904,725Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP1.35%0.00%267,31513,1405.17%5,835,486Mar 31, 2024
EMPOWERED FUNDS, LLC0.21%0.02%41,59912,71944.04%908,106Mar 31, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.62%0.05%121,79912,71911.66%2,658,872Mar 31, 2024
JPMORGAN CHASE & CO0.19%0.00%36,86812,12148.98%804,828Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC1.96%0.00%386,9198,7722.32%8,447,440Mar 31, 2024
SIPPICAN CAPITAL ADVISORS0.34%1.14%67,3907,18511.93%1,471,124Mar 31, 2024
BROWN ADVISORY INC1.33%0.01%262,4514,3211.67%5,729,313Mar 31, 2024
STRS OHIO0.02%0.00%3,4003,400100.00%74,000Mar 31, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0.72%0.00%141,5543,3462.42%3,090,124Mar 31, 2024

As of Mar 31 2024, Alerus Financial's largest institutional buyer is BOOTHBAY FUND MANAGEMENT, LLC. The company purchased 109.27K stocks of ALRS, valued at $4.02M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.7.23%0.00%1,429,329-40,237-2.74%31,202,252Mar 31, 2024
BANC FUNDS CO LLC2.75%1.34%543,586-39,436-6.76%11,866,000Mar 31, 2024
MORGAN STANLEY0.30%0.00%59,205-31,687-34.86%1,292,467Mar 31, 2024
CETERA INVESTMENT ADVISERS----29,212-100.00%-Mar 31, 2024
TWO SIGMA INVESTMENTS, LP----22,371-100.00%-Mar 31, 2024
GOLDMAN SACHS GROUP INC0.19%0.00%38,298-13,200-25.63%836,045Mar 31, 2024
BARCLAYS PLC0.14%0.00%27,368-12,327-31.05%597,000Mar 31, 2024
BANK OF AMERICA CORP /DE/0.09%-17,787-11,758-39.80%388,290,000Mar 31, 2024
US BANCORP \DE\0.01%0.00%2,368-10,262-81.25%51,693Mar 31, 2024
CRESSET ASSET MANAGEMENT, LLC----9,706-100.00%-Mar 31, 2024
TWO SIGMA ADVISERS, LP0.10%0.00%19,300-9,500-32.99%421,319Mar 31, 2024
NORTHERN TRUST CORP0.90%0.00%177,603-5,793-3.16%3,877,074Mar 31, 2024
ROYAL BANK OF CANADA0.02%-4,401-4,884-52.60%96,000Mar 31, 2024
BANK OF NEW YORK MELLON CORP0.60%0.00%118,189-4,868-3.96%2,580,076Mar 31, 2024
DEUTSCHE BANK AG\0.03%0.00%6,757-4,531-40.14%147,505Mar 31, 2024
SG AMERICAS SECURITIES, LLC0.03%0.00%6,298-3,486-35.63%137,000Mar 31, 2024
ALERUS FINANCIAL NA11.42%3.72%2,257,483-3,482-0.15%49,280,856Mar 31, 2024
STATE OF WISCONSIN INVESTMENT BOARD0.12%0.00%24,300-3,400-12.27%530,469Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC0.06%0.00%11,000-2,800-20.29%240,000Mar 31, 2024
CITADEL ADVISORS LLC----2,200-100.00%-Mar 31, 2024

As of Mar 31 2024, Alerus Financial's biggest institutional seller is BLACKROCK INC.. The company sold -40.24K shares of ALRS, valued at $31.20M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ZACKS INVESTMENT MANAGEMENT0.42%0.02%82,74282,742100.00%1,806,258Mar 31, 2024
LOS ANGELES CAPITAL MANAGEMENT LLC0.40%0.01%78,36978,369100.00%1,710,795Mar 31, 2024
CETERA ADVISORS LLC0.15%0.01%29,21229,212100.00%637,698Mar 31, 2024
SQUAREPOINT OPS LLC0.08%0.00%16,08916,089100.00%351,223Mar 31, 2024
STRS OHIO0.02%0.00%3,4003,400100.00%74,000Mar 31, 2024
FEDERATED HERMES, INC.0.00%-316316100.00%6,898Mar 31, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC0.00%0.00%309309100.00%6,745Mar 31, 2024
HUNTINGTON NATIONAL BANK0.00%-140140100.00%3,056Mar 31, 2024
CONTINUUM ADVISORY, LLC0.00%0.00%128128100.00%2,616,000Mar 31, 2024
ALLWORTH FINANCIAL LP0.00%-6969100.00%1,507,000Mar 31, 2024
CLARIVEST ASSET MANAGEMENT LLC0.00%0.00%6161100.00%1,332Mar 31, 2024
CORNERSTONE PLANNING GROUP LLC0.00%0.00%3939100.00%779Mar 31, 2024

Alerus Financial's largest new institutional shareholder by number of shares is ZACKS INVESTMENT MANAGEMENT, purchased 82.74K shares, valued at $1.81M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CETERA INVESTMENT ADVISERS----29,212-100.00%-Mar 31, 2024
TWO SIGMA INVESTMENTS, LP----22,371-100.00%-Mar 31, 2024
CRESSET ASSET MANAGEMENT, LLC----9,706-100.00%-Mar 31, 2024
CITADEL ADVISORS LLC----2,200-100.00%-Mar 31, 2024

Alerus Financial's largest sold out institutional shareholder by shares sold is CETERA INVESTMENT ADVISERS, sold -29.21K shares, valued at -, as of undefined.

Alerus Financial Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
DRIEHAUS MUTUAL FUNDS1.01%8,214,392--Dec 29, 2023
Trust for Advised Portfolios0.15%2,978,100--Dec 31, 2023
Zacks Trust0.08%7,5507,550-Feb 29, 2024
SARATOGA ADVANTAGE TRUST0.06%3,9623,962-Feb 29, 2024
Mairs & Power Funds Trust0.04%139,44182,141143.35%Mar 31, 2022
BRIDGEWAY FUNDS INC0.03%80,200--Dec 29, 2023
VANGUARD VALLEY FORGE FUNDS0.02%11,041--Dec 31, 2023
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.01%2,786--Dec 31, 2023
QUANTITATIVE MASTER SERIES LLC0.01%33,2802,2297.18%Dec 31, 2023
Brown Advisory Funds0.00%158,013-26,467-14.35%Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED FUND0.00%36,661--Dec 31, 2023
Trust for Advised Portfolios0.00%52,000--Dec 31, 2023
VANGUARD INDEX FUNDS0.00%1,034,782280,10437.12%Dec 31, 2023
Pacer Funds Trust0.00%91,900--Jan 31, 2024
RBB FUND, INC.0.00%167,134--Feb 29, 2024
AMERICAN CENTURY CAPITAL PORTFOLIOS INC0.00%1,235--Jan 31, 2024
AMERICAN CENTURY ETF TRUST0.00%173,03549,51440.09%Feb 29, 2024
TIAA SEPARATE ACCOUNT VA 10.00%315--Dec 31, 2023
ALLSPRING MASTER TRUST0.00%52,390--Feb 29, 2024
ALLSPRING MASTER TRUST0.00%52,390--Feb 29, 2024
FIDELITY CONCORD STREET TRUST0.00%162,5423,7642.37%Feb 29, 2024
Calvert Variable Products, Inc.0.00%1,781--Dec 31, 2023
MASSMUTUAL SELECT FUNDS0.00%688,100--Dec 31, 2023
SCHWAB STRATEGIC TRUST0.00%90,516-796-0.87%Feb 29, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%12,077--Dec 31, 2023
KP Funds0.00%17,738--Sep 30, 2020
GOLDMAN SACHS TRUST0.00%53,007--Feb 29, 2024
GPS Funds I0.00%1,609--Dec 31, 2023
Voya VARIABLE PORTFOLIOS INC0.00%8,7892152.51%Dec 31, 2023
GOLDMAN SACHS VARIABLE INSURANCE TRUST0.00%974--Dec 31, 2023
SunAmerica Specialty Series0.00%122--Apr 30, 2021
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%1,000--Dec 31, 2023
COLUMBIA FUNDS VARIABLE INSURANCE TRUST0.00%85,952-379-0.44%Dec 31, 2023
DFA INVESTMENT DIMENSIONS GROUP INC0.00%146,04527,08622.77%Jan 31, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%11,330--Jan 31, 2024
Invesco Exchange-Traded Self-Indexed Fund Trust0.00%28,4231,1734.30%Feb 29, 2024
Dimensional ETF Trust0.00%48,58621,30678.10%Jan 31, 2024
PRUDENTIAL SERIES FUND0.00%8,700--Dec 29, 2023
TIAA-CREF LIFE FUNDS0.00%243--Dec 31, 2023
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%5,605--Dec 31, 2023
T. Rowe Price Index Trust, Inc.0.00%1,006--Feb 29, 2024
FLEXSHARES TRUST0.00%4,475--Jan 31, 2024
iSHARES TRUST0.00%785,499--Feb 29, 2024
RBC FUNDS TRUST0.00%4,0004,000-Dec 29, 2023
RYDEX SERIES FUNDS0.00%167--Dec 31, 2023
VANGUARD SCOTTSDALE FUNDS0.00%78,6557,25210.16%Feb 29, 2024
NORTHERN FUNDS0.00%32,307--Dec 29, 2023
PENN SERIES FUNDS INC0.00%977-4,758-82.96%Dec 29, 2023
EQ ADVISORS TRUST0.00%40,2197241.83%Dec 31, 2023
WisdomTree Trust0.00%67,165--Feb 29, 2024
SA FUNDS INVESTMENT TRUST0.00%466--Dec 31, 2023
ProFunds0.00%25510468.87%Jan 31, 2024
VALIC Co I0.00%6,878-137-1.95%Feb 29, 2024
MASTER INVESTMENT PORTFOLIO0.00%2,021--Dec 31, 2023
NATIONWIDE VARIABLE INSURANCE TRUST0.00%2,974110.37%Dec 31, 2023
RYDEX DYNAMIC FUNDS0.00%82--Dec 31, 2023
MAINSTAY VP FUNDS TRUST0.00%1,900--Dec 31, 2023
NATIONWIDE MUTUAL FUNDS0.00%1,990-325-14.04%Jan 31, 2024
Guggenheim Active Allocation Fund0.00%89--Feb 29, 2024
Janus Detroit Street Trust0.00%1,827--Jan 31, 2024
PROSHARES TRUST0.00%2,62727611.74%Feb 29, 2024
SEI INSTITUTIONAL MANAGED TRUST0.00%30,542--Dec 31, 2023
PGIM ETF TRUST0.00%646--Feb 29, 2024
RYDEX VARIABLE TRUST0.00%11--Dec 31, 2023
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST0.00%500--Dec 31, 2023
COLLEGE RETIREMENT EQUITIES FUND0.00%8,948--Dec 31, 2023
MORGAN STANLEY PATHWAY FUNDS0.00%766--Feb 29, 2024
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST0.00%15,8001,80012.86%Dec 31, 2023
SUNAMERICA SERIES TRUST0.00%2,031-40-1.93%Jan 31, 2024
ALLSPRING MASTER TRUST0.00%372--Feb 29, 2024
Brinker Capital Destinations Trust0.00%340--Feb 29, 2024
Advisors' Inner Circle Fund III0.00%551022.22%Jan 31, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST0.00%8,012-543-6.35%Dec 31, 2023
TRUST FOR PROFESSIONAL MANAGERS0.00%1,062-121,579-99.13%Feb 29, 2024
Brighthouse Funds Trust II0.00%6,186--Dec 31, 2023
HC CAPITAL TRUST0.00%73--Dec 31, 2023
Blackstone Alternative Investment Funds0.00%300--Dec 31, 2023
PACIFIC SELECT FUND0.00%7,725-164-2.08%Dec 31, 2023
Bridge Builder Trust0.00%8,15378110.59%Dec 31, 2023
MASSMUTUAL SELECT FUNDS0.00%1,235--Dec 31, 2023
AMERICAN BEACON FUNDS0.00%3,846--Feb 29, 2024
SEI INSTITUTIONAL INVESTMENTS TRUST0.00%15,73212,332362.71%Feb 29, 2024
SPDR SERIES TRUST0.00%26,995-1,480-5.20%Dec 31, 2023
BlackRock Variable Series Funds, Inc.0.00%2,444--Dec 31, 2023
Morningstar Funds Trust0.00%853,391--Jan 31, 2024
Franklin Templeton ETF Trust0.00%39--Dec 31, 2023
Meeder Funds0.00%1--Mar 31, 2024
ADVANCED SERIES TRUST0.00%669-7,598-91.91%Dec 29, 2023
John Hancock Funds II0.00%1,846--Feb 29, 2024

Alerus Financial's largest mutual fund holder by % of total assets is "DRIEHAUS MUTUAL FUNDS", owning 8.21M shares, compromising 1.01% of its total assets.

Alerus Financial Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 2452-35.00%
31 Dec, 238015.94%
30 Sep, 23694.55%
30 Jun, 23661.54%
31 Mar, 2365-14.47%
31 Dec, 2276-1.30%
30 Sep, 227714.93%
30 Jun, 2267-8.22%
31 Mar, 22735.80%
31 Dec, 216921.05%
30 Sep, 2157-5.00%
30 Jun, 2160-1.64%
31 Mar, 21613.39%
31 Dec, 20599.26%
30 Sep, 2054-8.47%
30 Jun, 205918.00%
31 Mar, 20506.38%
31 Dec, 194788.00%
30 Sep, 19252400.00%
30 Jun, 191-50.00%
31 Mar, 192-
31 Dec, 182-
30 Sep, 182-
30 Jun, 182-
31 Mar, 182-33.33%
31 Dec, 173-
30 Sep, 173-25.00%
30 Jun, 174100.00%
31 Mar, 172-
31 Dec, 162-33.33%
30 Sep, 163-
30 Jun, 163-
31 Mar, 163-
31 Dec, 153-
30 Sep, 15350.00%
30 Jun, 152-
31 Mar, 152-
31 Dec, 142-
30 Sep, 142-
30 Jun, 142-
31 Mar, 142100.00%
31 Dec, 131-
30 Sep, 131-
30 Jun, 131-

As of 31 Mar 24, 52 institutions are holding Alerus Financial's shares, representing a decrease of -35.00% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 246,871,502-23.31%
31 Dec, 238,960,1894.07%
30 Sep, 238,609,411-0.30%
30 Jun, 238,635,2253.82%
31 Mar, 238,317,154-0.89%
31 Dec, 228,391,5110.83%
30 Sep, 228,322,61811.74%
30 Jun, 227,448,0334.45%
31 Mar, 227,130,6903.82%
31 Dec, 216,868,0837.90%
30 Sep, 216,365,479-0.11%
30 Jun, 216,372,2990.18%
31 Mar, 216,360,9511.12%
31 Dec, 206,290,3150.53%
30 Sep, 206,256,9941.77%
30 Jun, 206,147,93411.64%
31 Mar, 205,506,7994.15%
31 Dec, 195,287,46874.82%
30 Sep, 193,024,5881063.30%
30 Jun, 19260,000-14.15%
31 Mar, 19302,862-6.79%
31 Dec, 18324,910-
30 Sep, 18324,9104.44%
30 Jun, 18311,10816.27%
31 Mar, 18267,5805.35%
31 Dec, 17253,9987.61%
30 Sep, 17236,041416.04%
30 Jun, 1745,74129.43%
31 Mar, 1735,341-
31 Dec, 1635,341-75.57%
30 Sep, 16144,681-2.40%
30 Jun, 16148,2410.68%
31 Mar, 16147,2410.68%
31 Dec, 15146,241-
30 Sep, 15146,2419.79%
30 Jun, 15133,2001.14%
31 Mar, 15131,700-
31 Dec, 14131,700-
30 Sep, 14131,700200.00%
30 Jun, 1443,900-
31 Mar, 1443,900555.22%
31 Dec, 136,700-
30 Sep, 136,700-
30 Jun, 136,700-

Alerus Financial (ALRS) has 6.87M shares outstanding as of 31 Mar 24, down -23.31% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2434.77%1.71%
31 Dec, 2345.09%2.44%
30 Sep, 2342.98%2.31%
30 Jun, 2343.12%2.50%
31 Mar, 2341.53%2.05%
31 Dec, 2245.02%2.60%
30 Sep, 2241.64%2.25%
30 Jun, 2243.06%2.52%
31 Mar, 2241.35%2.60%
31 Dec, 2139.91%2.92%
30 Sep, 2137.00%2.69%
30 Jun, 2137.06%2.69%
31 Mar, 2137.10%2.75%
31 Dec, 2036.74%2.75%
30 Sep, 2036.55%2.83%
30 Jun, 2035.93%3.45%
31 Mar, 2032.26%2.51%
31 Dec, 1935.88%7.99%
30 Sep, 1921.19%598.32%
30 Jun, 191.88%39.07%
31 Mar, 192.19%39.45%
31 Dec, 182.36%42.40%
30 Sep, 182.36%46.26%
30 Jun, 182.26%59.71%
31 Mar, 181.94%56.57%
31 Dec, 171.85%62.46%
30 Sep, 171.72%1543.43%
30 Jun, 170.33%495.46%
31 Mar, 170.26%380.85%
31 Dec, 160.26%22.80%
30 Sep, 161.07%88.71%
30 Jun, 161.10%92.27%
31 Mar, 161.09%99.29%
31 Dec, 151.05%95.21%
30 Sep, 151.05%114.81%
30 Jun, 150.96%107.49%
31 Mar, 150.94%105.38%
31 Dec, 140.95%105.71%
30 Sep, 140.95%951.47%
30 Jun, 140.32%285.35%
31 Mar, 140.33%12923.47%
31 Dec, 130.05%1972.39%
30 Sep, 130.05%1972.39%
30 Jun, 130.05%-

As of 31 Mar 24, Alerus Financial is held by 34.77% institutional shareholders, representing a 1.71% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 2421-47.50%
31 Dec, 234033.33%
30 Sep, 2330-21.05%
30 Jun, 233815.15%
31 Mar, 233317.86%
31 Dec, 2228-34.88%
30 Sep, 224353.57%
30 Jun, 2228-
31 Mar, 2228-22.22%
31 Dec, 213671.43%
30 Sep, 212140.00%
30 Jun, 2115-28.57%
31 Mar, 2121-25.00%
31 Dec, 202816.67%
30 Sep, 2024-40.00%
30 Jun, 204025.00%
31 Mar, 2032-3.03%
31 Dec, 193332.00%
30 Sep, 1925-
30 Jun, 19--
31 Mar, 19--
31 Dec, 18--100.00%
30 Sep, 181-
30 Jun, 181-
31 Mar, 181-
31 Dec, 171-
30 Sep, 171-50.00%
30 Jun, 172-
31 Mar, 17--
31 Dec, 16--100.00%
30 Sep, 161-
30 Jun, 161-
31 Mar, 161-
31 Dec, 15--100.00%
30 Sep, 151-
30 Jun, 151-
31 Mar, 15--
31 Dec, 14--100.00%
30 Sep, 142-
30 Jun, 14--100.00%
31 Mar, 141-
31 Dec, 13--
30 Sep, 13--100.00%
30 Jun, 131-

21 institutional shareholders have increased their position in ALRS stock as of 31 Mar 24 compared to 40 in the previous quarter (a -47.50% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 2415-28.57%
31 Dec, 232110.53%
30 Sep, 231935.71%
30 Jun, 2314-17.65%
31 Mar, 2317-34.62%
31 Dec, 222636.84%
30 Sep, 2219-17.39%
30 Jun, 2223-11.54%
31 Mar, 222685.71%
31 Dec, 2114-22.22%
30 Sep, 2118-35.71%
30 Jun, 212812.00%
31 Mar, 212556.25%
31 Dec, 201614.29%
30 Sep, 201475.00%
30 Jun, 208-
31 Mar, 208100.00%
31 Dec, 194-
30 Sep, 19--100.00%
30 Jun, 191-
31 Mar, 191-
31 Dec, 18--
30 Sep, 18--
30 Jun, 18--
31 Mar, 18--
31 Dec, 17--
30 Sep, 17--
30 Jun, 17--
31 Mar, 17--
31 Dec, 16--100.00%
30 Sep, 161-
30 Jun, 16--
31 Mar, 16--
31 Dec, 15--
30 Sep, 15--
30 Jun, 15--
31 Mar, 15--
31 Dec, 14--
30 Sep, 14--
30 Jun, 14--
31 Mar, 14--
31 Dec, 13--
30 Sep, 13--
30 Jun, 13--

15 institutional shareholders have reduced their position in ALRS stock as of 31 Mar 24 compared to 21 in the previous quarter (a -28.57% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 2452-35.00%6,871,502-23.31%34.77%1.71%21-47.50%15-28.57%
31 Dec, 238015.94%8,960,1894.07%45.09%2.44%4033.33%2110.53%
30 Sep, 23694.55%8,609,411-0.30%42.98%2.31%30-21.05%1935.71%
30 Jun, 23661.54%8,635,2253.82%43.12%2.50%3815.15%14-17.65%
31 Mar, 2365-14.47%8,317,154-0.89%41.53%2.05%3317.86%17-34.62%
31 Dec, 2276-1.30%8,391,5110.83%45.02%2.60%28-34.88%2636.84%
30 Sep, 227714.93%8,322,61811.74%41.64%2.25%4353.57%19-17.39%
30 Jun, 2267-8.22%7,448,0334.45%43.06%2.52%28-23-11.54%
31 Mar, 22735.80%7,130,6903.82%41.35%2.60%28-22.22%2685.71%
31 Dec, 216921.05%6,868,0837.90%39.91%2.92%3671.43%14-22.22%
30 Sep, 2157-5.00%6,365,479-0.11%37.00%2.69%2140.00%18-35.71%
30 Jun, 2160-1.64%6,372,2990.18%37.06%2.69%15-28.57%2812.00%
31 Mar, 21613.39%6,360,9511.12%37.10%2.75%21-25.00%2556.25%
31 Dec, 20599.26%6,290,3150.53%36.74%2.75%2816.67%1614.29%
30 Sep, 2054-8.47%6,256,9941.77%36.55%2.83%24-40.00%1475.00%
30 Jun, 205918.00%6,147,93411.64%35.93%3.45%4025.00%8-
31 Mar, 20506.38%5,506,7994.15%32.26%2.51%32-3.03%8100.00%
31 Dec, 194788.00%5,287,46874.82%35.88%7.99%3332.00%4-
30 Sep, 19252400.00%3,024,5881063.30%21.19%598.32%25---100.00%
30 Jun, 191-50.00%260,000-14.15%1.88%39.07%--1-
31 Mar, 192-302,862-6.79%2.19%39.45%--1-
31 Dec, 182-324,910-2.36%42.40%--100.00%--
30 Sep, 182-324,9104.44%2.36%46.26%1---
30 Jun, 182-311,10816.27%2.26%59.71%1---
31 Mar, 182-33.33%267,5805.35%1.94%56.57%1---
31 Dec, 173-253,9987.61%1.85%62.46%1---
30 Sep, 173-25.00%236,041416.04%1.72%1543.43%1-50.00%--
30 Jun, 174100.00%45,74129.43%0.33%495.46%2---
31 Mar, 172-35,341-0.26%380.85%----
31 Dec, 162-33.33%35,341-75.57%0.26%22.80%--100.00%--100.00%
30 Sep, 163-144,681-2.40%1.07%88.71%1-1-
30 Jun, 163-148,2410.68%1.10%92.27%1---
31 Mar, 163-147,2410.68%1.09%99.29%1---
31 Dec, 153-146,241-1.05%95.21%--100.00%--
30 Sep, 15350.00%146,2419.79%1.05%114.81%1---
30 Jun, 152-133,2001.14%0.96%107.49%1---
31 Mar, 152-131,700-0.94%105.38%----
31 Dec, 142-131,700-0.95%105.71%--100.00%--
30 Sep, 142-131,700200.00%0.95%951.47%2---
30 Jun, 142-43,900-0.32%285.35%--100.00%--
31 Mar, 142100.00%43,900555.22%0.33%12923.47%1---
31 Dec, 131-6,700-0.05%1972.39%----
30 Sep, 131-6,700-0.05%1972.39%--100.00%--
30 Jun, 131-6,700-0.05%-1---

Alerus Financial Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Feb 29, 2024Lorenson Katie Adirector, officer President and CEOM-ExemptSell3,234---
Feb 29, 2024Keney Missyofficer Chief Engagement Officer & EVPM-ExemptSell504---
Feb 29, 2024Taylor Karin Mofficer EVP and Chief Risk OfficerF-InKindSell951$21.84$20.77K23,860
Feb 29, 2024Taylor Karin Mofficer EVP and Chief Risk OfficerM-ExemptSell2,648---
Feb 29, 2024Newman Randy Ldirector-M-ExemptSell13,251---
Feb 29, 2024Hendry Jonofficer Chief Technology Officer & EVPF-InKindSell724$21.84$15.81K52,468
Feb 29, 2024Hendry Jonofficer Chief Technology Officer & EVPM-ExemptSell2,298---

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Feb 29, 2024Collins Jimofficer EVP, CBO & CROA-AwardBuy8,150--8,150
Feb 29, 2024Villalon Alanofficer Chief Financial OfficerA-AwardBuy6,319--6,319
Feb 29, 2024Lorenson Katie Adirector, officer President and CEOM-ExemptBuy3,234--43,507
Feb 29, 2024Lorenson Katie Adirector, officer President and CEOA-AwardBuy16,484--16,484
Feb 29, 2024Lorenson Katie Adirector, officer President and CEOM-ExemptSell3,234---
Feb 29, 2024Keney Missyofficer Chief Engagement Officer & EVPM-ExemptBuy504--6,896
Feb 29, 2024Keney Missyofficer Chief Engagement Officer & EVPA-AwardBuy4,375--4,375
Feb 29, 2024Keney Missyofficer Chief Engagement Officer & EVPM-ExemptSell504---
Feb 29, 2024Taylor Karin Mofficer EVP and Chief Risk OfficerM-ExemptBuy2,648--24,811
Feb 29, 2024Taylor Karin Mofficer EVP and Chief Risk OfficerF-InKindSell951$21.84$20.77K23,860
Feb 29, 2024Taylor Karin Mofficer EVP and Chief Risk OfficerA-AwardBuy6,923--6,923
Feb 29, 2024Taylor Karin Mofficer EVP and Chief Risk OfficerM-ExemptSell2,648---
Feb 29, 2024Newman Randy Ldirector-M-ExemptBuy13,251--205,572
Feb 29, 2024Newman Randy Ldirector-M-ExemptSell13,251---
Feb 29, 2024Hendry Jonofficer Chief Technology Officer & EVPM-ExemptBuy2,298--53,192
Feb 29, 2024Hendry Jonofficer Chief Technology Officer & EVPF-InKindSell724$21.84$15.81K52,468
Feb 29, 2024Hendry Jonofficer Chief Technology Officer & EVPA-AwardBuy4,728--4,728
Feb 29, 2024Hendry Jonofficer Chief Technology Officer & EVPM-ExemptSell2,298---
Feb 28, 2024Wilson Forrestofficer EVP & Chief Ret. Svcs. OfficerA-AwardBuy9,204--9,204
Feb 28, 2024Wilson Forrestofficer EVP & Chief Ret. Svcs. OfficerA-AwardBuy5,723--5,723

The last insider sell of Alerus Financial's stock was made by Lorenson Katie A on Feb 29 2024, selling 3,234 shares at - per share (valued at -).

Alerus Financial Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q1 20241914135.71%
Q4 2023---
Q3 2023-1-
Q2 202314--
Q1 2023266433.33%
Q4 2022---
Q3 20221425.00%
Q2 202231300.00%
Q1 2022128150.00%
Q4 202131300.00%
Q2 20216--
Q1 202195180.00%
Q4 2020---
Q2 20207--
Q1 202011100.00%
Q3 2019111291.67%

19 total buy trades, and 14 total sell trades (buy/sell ratio of 1.36%) were made by Alerus Financial's insiders, as of Q1 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q1 2024---
Q4 2023---
Q3 2023---
Q2 20237--
Q1 202312--
Q4 2022---
Q3 2022---
Q2 20222--
Q1 2022---
Q4 2021---
Q2 2021---
Q1 2021---
Q4 2020---
Q2 2020---
Q1 2020---
Q3 201911--

As of Q1 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Alerus Financial's stocks.

Alerus Financial Peer Ownership


TickerCompany
BAFNBayFirst Financial Corp.
HFBLHome Federal Bancorp, Inc. of Louisiana
NECBNortheast Community Bancorp, Inc.
CULLCullman Bancorp, Inc.
FFNWFirst Financial Northwest, Inc.
HMNFHMN Financial, Inc.
CWBCCommunity West Bancshares
AFBIAffinity Bancshares, Inc.
FCAPFirst Capital, Inc.
CIVBCivista Bancshares, Inc.
HVBCHV Bancorp, Inc.
FNWDFinward Bancorp
HFWAHeritage Financial Corporation

ALRS Ownership FAQ


Alerus Financial is owned by institutional shareholders (34.77%), insiders (11.45%), and public (53.77%). The largest institutional shareholder of Alerus Financial is ALERUS FINANCIAL NA (11.42% of total shares) and the top mutual fund owner is DRIEHAUS MUTUAL FUNDS (1.01% of total shares).

Alerus Financial's major institutional shareholders are ALERUS FINANCIAL NA, BLACKROCK INC., VANGUARD GROUP INC, BANC FUNDS CO LLC, and GEODE CAPITAL MANAGEMENT, LLC. The top five shareholders own together 27.98% of the company's share outstanding.

As of Mar 2024, there are 52 institutional shareholders of Alerus Financial.

ALERUS FINANCIAL NA owns 2.26M shares of Alerus Financial, representing 11.42% of the company's total shares outstanding, valued at $49.28M (as of Mar 2024).

As of Mar 2024, BLACKROCK INC holds 1.43M shares of Alerus Financial (ALRS), compromising 7.23% of the company, valued at $31.2M.

VANGUARD GROUP INC is the third largest holder of Alerus Financial. The company owns 911.81K of the company's shares outstanding (worth $19.9M).