Amalgamated Financial Ownership 2024 | Who Owns Amalgamated Financial Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

29.85%

Insider Ownership

42.24%

Retail Ownership

27.91%

Institutional Holders

83.00

Amalgamated Financial Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.9.06%0.00%2,767,872-119,819-4.15%66,428,937Mar 31, 2024
ADAGE CAPITAL PARTNERS GP, L.L.C.5.38%0.07%1,644,543-318,565-16.23%39,469,032Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP3.65%0.01%1,114,381108,60910.80%26,745,145Mar 31, 2024
VANGUARD GROUP INC3.16%0.00%967,005-157,531-14.01%23,208,120Mar 31, 2024
BROWN ADVISORY INC2.74%0.03%836,19313,1491.60%20,068,625Mar 31, 2024
STATE STREET CORP2.32%0.00%709,657267,97960.67%17,031,768Mar 31, 2024
JPMORGAN CHASE & CO1.38%0.00%421,167239,284131.56%10,108,008Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC1.36%0.00%415,2516,2401.53%9,967,121Mar 31, 2024
FIRST MANHATTAN CO. LLC.1.33%0.03%405,453-18,790-4.43%9,730,872,000Mar 31, 2024
AMERICAN CENTURY COMPANIES INC1.20%0.01%365,18482,65329.25%8,764,416Mar 31, 2024
GOLDMAN SACHS GROUP INC1.12%0.00%342,225-18,817-5.21%8,213,400Mar 31, 2024
PRUDENTIAL FINANCIAL INC0.84%0.01%256,04573,30040.11%6,145,080Mar 31, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.78%0.12%239,6948,2253.55%5,752,656Mar 31, 2024
NIA IMPACT ADVISORS, LLC0.77%2.25%234,841234,841100.00%5,636,195Mar 31, 2024
MILLENNIUM MANAGEMENT LLC0.76%0.00%230,790211,4871095.62%5,538,960Mar 31, 2024
NORTHERN TRUST CORP0.71%0.00%218,335-17,564-7.45%5,240,040Mar 31, 2024
FRANKLIN RESOURCES INC0.68%0.00%207,000191,3961226.58%4,968,000Mar 31, 2024
REDWOOD GROVE CAPITAL, LLC0.66%1.50%201,008-29,683-12.87%4,824,192Mar 31, 2024
MORGAN STANLEY0.65%0.00%198,874-84,655-29.86%4,772,996Mar 31, 2024
ARJUNA CAPITAL0.56%1.17%171,8613,8672.30%4,124,664Mar 31, 2024

Amalgamated Financial's largest institutional shareholder is BLACKROCK INC., holding 9.06% of the company's total share outstanding, currently valued at $66.43M. The top 10 institutional shareholders own together 31.57% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NIA IMPACT ADVISORS, LLC0.77%2.25%234,841234,841100.00%5,636,195Mar 31, 2024
REDWOOD GROVE CAPITAL, LLC0.66%1.50%201,008-29,683-12.87%4,824,192Mar 31, 2024
ARJUNA CAPITAL0.56%1.17%171,8613,8672.30%4,124,664Mar 31, 2024
HARRINGTON INVESTMENTS, INC0.25%1.03%75,140-525-0.69%1,803,360Mar 31, 2024
VIRTUS INVESTMENT ADVISERS, INC.0.08%0.40%23,60017,200268.75%566,400Mar 31, 2024
ISTHMUS PARTNERS, LLC0.45%0.37%136,39738,11238.78%3,273,528Mar 31, 2024
GLOBEFLEX CAPITAL L P0.33%0.23%100,38531,15245.00%2,409,240Mar 31, 2024
DENALI ADVISORS LLC0.10%0.21%30,00014,30091.08%720,000Mar 31, 2024
CLARIVEST ASSET MANAGEMENT LLC0.22%0.16%66,04626,22465.85%1,585,104Mar 31, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.78%0.12%239,6948,2253.55%5,752,656Mar 31, 2024
AVALON TRUST CO0.17%0.10%51,930-1,550-2.90%1,246,320Mar 31, 2024
VIRTUS FUND ADVISERS, LLC0.00%0.09%1,1001,100100.00%26,400Mar 31, 2024
CALDWELL SUTTER CAPITAL, INC.0.02%0.08%7,345--176,280Mar 31, 2024
CORNERCAP INVESTMENT COUNSEL INC0.07%0.08%21,80821,808100.00%523,392Mar 31, 2024
OCCUDO QUANTITATIVE STRATEGIES LP0.06%0.08%18,280-4,125-18.41%438,720Mar 31, 2024
CAMPBELL & CO INVESTMENT ADVISER LLC0.12%0.08%36,9933,0759.07%887,832Mar 31, 2024
ADAGE CAPITAL PARTNERS GP, L.L.C.5.38%0.07%1,644,543-318,565-16.23%39,469,032Mar 31, 2024
ALGERT GLOBAL LLC0.24%0.07%74,7697,14010.56%1,794,000Mar 31, 2024
QUENT CAPITAL, LLC0.07%0.06%20,580--493,920,000Mar 31, 2024
KENNEDY CAPITAL MANAGEMENT LLC0.38%0.06%115,503--2,772,072Mar 31, 2024

The largest Amalgamated Financial shareholder by % of total assets is NIA IMPACT ADVISORS, LLC. The company owns 234.84K shares of Amalgamated Financial (AMAL), representing 2.25% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
STATE STREET CORP2.32%0.00%709,657267,97960.67%17,031,768Mar 31, 2024
JPMORGAN CHASE & CO1.38%0.00%421,167239,284131.56%10,108,008Mar 31, 2024
NIA IMPACT ADVISORS, LLC0.77%2.25%234,841234,841100.00%5,636,195Mar 31, 2024
MILLENNIUM MANAGEMENT LLC0.76%0.00%230,790211,4871095.62%5,538,960Mar 31, 2024
FRANKLIN RESOURCES INC0.68%0.00%207,000191,3961226.58%4,968,000Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP3.65%0.01%1,114,381108,60910.80%26,745,145Mar 31, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP0.35%0.00%106,870106,870100.00%2,565,000Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC0.35%0.00%105,500105,500100.00%2,532,000Mar 31, 2024
MASSACHUSETTS FINANCIAL SERVICES CO /MA/0.29%0.00%87,76087,760100.00%2,106,240Mar 31, 2024
AMERICAN CENTURY COMPANIES INC1.20%0.01%365,18482,65329.25%8,764,416Mar 31, 2024
PRUDENTIAL FINANCIAL INC0.84%0.01%256,04573,30040.11%6,145,080Mar 31, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC0.21%0.01%63,77263,772100.00%1,530,534Mar 31, 2024
AQR CAPITAL MANAGEMENT LLC0.31%0.00%94,48663,120201.24%2,267,670Mar 31, 2024
CITIGROUP INC0.19%0.00%59,03050,396583.69%1,416,720Mar 31, 2024
D. E. SHAW & CO., INC.0.32%0.00%99,20949,615100.04%2,381,016Mar 31, 2024
BANK OF AMERICA CORP /DE/0.21%0.00%63,18046,727284.00%1,516,320,000Mar 31, 2024
ISTHMUS PARTNERS, LLC0.45%0.37%136,39738,11238.78%3,273,528Mar 31, 2024
TOROSO INVESTMENTS, LLC0.12%0.01%37,88337,883100.00%909,192Mar 31, 2024
RAFFERTY ASSET MANAGEMENT, LLC0.12%0.00%36,62336,623100.00%878,952Mar 31, 2024
JUMP FINANCIAL, LLC0.12%0.02%35,90435,904100.00%861,696Mar 31, 2024

As of Mar 31 2024, Amalgamated Financial's largest institutional buyer is STATE STREET CORP. The company purchased 267.98K stocks of AMAL, valued at $17.03M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ADAGE CAPITAL PARTNERS GP, L.L.C.5.38%0.07%1,644,543-318,565-16.23%39,469,032Mar 31, 2024
SCHRODER INVESTMENT MANAGEMENT GROUP----223,130-100.00%-Mar 31, 2024
DEKABANK DEUTSCHE GIROZENTRALE0.01%0.00%4,288-221,887-98.10%102,000Mar 31, 2024
NUVEEN ASSET MANAGEMENT, LLC0.50%0.00%151,267-185,521-55.09%3,630,408Mar 31, 2024
VANGUARD GROUP INC3.16%0.00%967,005-157,531-14.01%23,208,120Mar 31, 2024
BLACKROCK INC.9.06%0.00%2,767,872-119,819-4.15%66,428,937Mar 31, 2024
INVESCO LTD.0.16%0.00%48,272-87,380-64.41%1,158,528Mar 31, 2024
MORGAN STANLEY0.65%0.00%198,874-84,655-29.86%4,772,996Mar 31, 2024
REDWOOD GROVE CAPITAL, LLC0.66%1.50%201,008-29,683-12.87%4,824,192Mar 31, 2024
ALLIANCEBERNSTEIN L.P.0.15%0.00%44,588-22,020-33.06%1,070,112Mar 31, 2024
ALLIANZ ASSET MANAGEMENT GMBH----21,723-100.00%-Mar 31, 2024
GOLDMAN SACHS GROUP INC1.12%0.00%342,225-18,817-5.21%8,213,400Mar 31, 2024
FIRST MANHATTAN CO. LLC.1.33%0.03%405,453-18,790-4.43%9,730,872,000Mar 31, 2024
NORTHERN TRUST CORP0.71%0.00%218,335-17,564-7.45%5,240,040Mar 31, 2024
SEMANTEON CAPITAL MANAGEMENT, LP----17,343-100.00%-Mar 31, 2024
ASSENAGON ASSET MANAGEMENT S.A.0.37%0.01%112,433-16,694-12.93%2,698,392Mar 31, 2024
CITADEL ADVISORS LLC0.14%0.00%42,062-12,616-23.07%1,009,488Mar 31, 2024
CREATIVE PLANNING----11,688-100.00%-Mar 31, 2024
MML INVESTORS SERVICES, LLC----7,920-100.00%-Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.00%0.00%521-7,130-93.19%12,504Mar 31, 2024

As of Mar 31 2024, Amalgamated Financial's biggest institutional seller is ADAGE CAPITAL PARTNERS GP, L.L.C.. The company sold -0.32M shares of AMAL, valued at $39.47M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NIA IMPACT ADVISORS, LLC0.77%2.25%234,841234,841100.00%5,636,195Mar 31, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP0.35%0.00%106,870106,870100.00%2,565,000Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC0.35%0.00%105,500105,500100.00%2,532,000Mar 31, 2024
MASSACHUSETTS FINANCIAL SERVICES CO /MA/0.29%0.00%87,76087,760100.00%2,106,240Mar 31, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC0.21%0.01%63,77263,772100.00%1,530,534Mar 31, 2024
TOROSO INVESTMENTS, LLC0.12%0.01%37,88337,883100.00%909,192Mar 31, 2024
RAFFERTY ASSET MANAGEMENT, LLC0.12%0.00%36,62336,623100.00%878,952Mar 31, 2024
JUMP FINANCIAL, LLC0.12%0.02%35,90435,904100.00%861,696Mar 31, 2024
PANAGORA ASSET MANAGEMENT INC0.12%0.00%35,74835,748100.00%857,952Mar 31, 2024
BOSTON PARTNERS0.11%0.00%34,37934,379100.00%825,100Mar 31, 2024
TWO SIGMA INVESTMENTS, LP0.11%0.00%32,90032,900100.00%789,600Mar 31, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.10%0.00%29,62529,625100.00%711,000Mar 31, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP0.09%0.00%26,39526,395100.00%633,000Mar 31, 2024
TWO SIGMA ADVISERS, LP0.08%0.00%24,60024,600100.00%590,400Mar 31, 2024
HRT FINANCIAL LP0.08%0.00%22,96622,966100.00%551,000Mar 31, 2024
CORNERCAP INVESTMENT COUNSEL INC0.07%0.08%21,80821,808100.00%523,392Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.06%0.00%18,17118,171100.00%436,104Mar 31, 2024
SUSQUEHANNA PORTFOLIO STRATEGIES, LLC0.05%0.01%16,15616,156100.00%387,744Mar 31, 2024
STATE OF WISCONSIN INVESTMENT BOARD0.05%0.00%15,92015,920100.00%382,080Mar 31, 2024
SUMMIT GLOBAL INVESTMENTS0.05%0.03%14,54514,545100.00%349,000Mar 31, 2024
STATE OF TENNESSEE, TREASURY DEPARTMENT0.04%0.00%10,77810,778100.00%258,672Mar 31, 2024
CENTIVA CAPITAL, LP0.03%0.01%9,2929,292100.00%223,008Mar 31, 2024
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.0.03%0.00%8,9828,982100.00%216,000Mar 31, 2024
VERITION FUND MANAGEMENT LLC0.03%0.00%8,9658,965100.00%215,160Mar 31, 2024
XTX TOPCO LTD0.03%0.03%8,8198,819100.00%211,656Mar 31, 2024
POINT72 ASSET MANAGEMENT, L.P.0.03%0.00%7,8007,800100.00%187,200Mar 31, 2024
STATE OF WYOMING0.02%0.02%5,1045,104100.00%122,496Mar 31, 2024
0.01%0.00%3,8143,814100.00%91,530Mar 31, 2024
VIRTUS FUND ADVISERS, LLC0.00%0.09%1,1001,100100.00%26,400Mar 31, 2024
CIBC PRIVATE WEALTH GROUP, LLC0.00%-847847100.00%19,636,000Mar 31, 2024
NVERSES CAPITAL, LLC0.00%0.04%700700100.00%16,800,000Mar 31, 2024
FORTITUDE FAMILY OFFICE, LLC0.00%0.01%515515100.00%12,360,000Mar 31, 2024
CLEAR STREET MARKETS LLC0.00%0.00%184184100.00%4,000Mar 31, 2024
CWM, LLC0.00%-177177100.00%4,000Mar 31, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC--44100.00%96Mar 31, 2024

Amalgamated Financial's largest new institutional shareholder by number of shares is NIA IMPACT ADVISORS, LLC, purchased 234.84K shares, valued at $5.64M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SCHRODER INVESTMENT MANAGEMENT GROUP----223,130-100.00%-Mar 31, 2024
ALLIANZ ASSET MANAGEMENT GMBH----21,723-100.00%-Mar 31, 2024
SEMANTEON CAPITAL MANAGEMENT, LP----17,343-100.00%-Mar 31, 2024
CREATIVE PLANNING----11,688-100.00%-Mar 31, 2024
MML INVESTORS SERVICES, LLC----7,920-100.00%-Mar 31, 2024
AJOVISTA, LLC----3,489-100.00%-Mar 31, 2024
BASSWOOD CAPITAL MANAGEMENT, L.L.C.----1,289-100.00%-Mar 31, 2024
GROUP ONE TRADING, L.P.----175-100.00%-Mar 31, 2024
WEST TOWER GROUP, LLC----116-100.00%-Mar 31, 2024
COVESTOR LTD----49-100.00%-Mar 31, 2024

Amalgamated Financial's largest sold out institutional shareholder by shares sold is SCHRODER INVESTMENT MANAGEMENT GROUP, sold -0.22M shares, valued at -, as of undefined.

Amalgamated Financial Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
RMB INVESTORS TRUST0.73%380,853--Dec 31, 2023
NUVEEN INVESTMENT TRUST0.29%113,195-29,453-20.65%Dec 31, 2023
CORNERCAP GROUP OF FUNDS /VA/0.24%17,245--Sep 30, 2022
BlackRock Advantage SMID Cap Fund, Inc.0.18%34,546--Dec 29, 2023
CRM Mutual Fund Trust0.07%23,652--Dec 31, 2023
Federated Hermes MDT Series0.05%128,65269,778118.52%Jan 31, 2024
BRIDGEWAY FUNDS INC0.05%129,930--Dec 29, 2023
PROFESSIONALLY MANAGED PORTFOLIOS0.05%288,160--Feb 29, 2024
PROFESSIONALLY MANAGED PORTFOLIOS0.05%288,160--Feb 29, 2024
BRIDGEWAY FUNDS INC0.05%119,200--Dec 29, 2023
FIRST INVESTORS EQUITY FUNDS0.04%229,629229,629-Sep 30, 2019
FIRST INVESTORS LIFE SERIES FUNDS0.04%107,790107,790-Sep 30, 2019
VANGUARD VALLEY FORGE FUNDS0.03%13,999--Dec 31, 2023
SARATOGA ADVANTAGE TRUST0.02%1,424--Feb 29, 2024
Vericimetry Funds0.02%2,210--Dec 31, 2023
PUTNAM INVESTMENT FUNDS0.02%98,40041,50072.93%Feb 29, 2024
AMG Funds I0.02%26,025--Jan 31, 2024
AMG Funds I0.02%25,433--Jan 31, 2024
Brown Advisory Funds0.01%504,120-39,588-7.28%Dec 31, 2023
IndexIQ ETF Trust0.01%19,572--Jan 31, 2024
IndexIQ ETF Trust0.01%18,516-1,161-5.90%Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND0.01%78,353--Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED FUND0.01%64,5266,46711.14%Dec 31, 2023
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.01%2,620--Dec 31, 2023
FORUM FUNDS II0.00%4,500--Jan 31, 2024
QUANTITATIVE MASTER SERIES LLC0.00%32,4232,0886.88%Dec 31, 2023
ETF Managers Trust0.00%37,795-1,615-4.10%Dec 31, 2023
DOMINI INVESTMENT TRUST0.00%23,121--Jan 31, 2024
HOTCHKIS & WILEY FUNDS /DE/0.00%47,800--Dec 31, 2023
AMERICAN CENTURY ETF TRUST0.00%328,54176,81430.51%Feb 29, 2024
Nushares ETF Trust0.00%19,862-382-1.89%Jan 31, 2024
VANGUARD INDEX FUNDS0.00%1,214,227263,88727.77%Dec 31, 2023
GOLDMAN SACHS VARIABLE INSURANCE TRUST0.00%10,173-7,125-41.19%Dec 31, 2023
HOTCHKIS & WILEY FUNDS /DE/0.00%27,900--Dec 31, 2023
DOMINI INVESTMENT TRUST0.00%12,493--Jan 31, 2024
TIAA SEPARATE ACCOUNT VA 10.00%450450-Dec 31, 2023
PUTNAM VARIABLE TRUST0.00%34,1008,80034.78%Dec 31, 2023
ALPS ETF Trust0.00%17,802-1,258-6.60%Feb 29, 2024
Principal Exchange-Traded Funds0.00%13,8811,43011.49%Mar 31, 2024
MFS VARIABLE INSURANCE TRUST III0.00%17,000--Dec 31, 2023
CLEARWATER INVESTMENT TRUST0.00%8,735--Dec 29, 2023
VANGUARD HORIZON FUNDS0.00%17,780--Dec 31, 2023
FIDELITY CONCORD STREET TRUST0.00%172,790-428-0.25%Feb 29, 2024
Dimensional ETF Trust0.00%319,63221,2947.14%Jan 31, 2024
Calvert Variable Products, Inc.0.00%1,744--Dec 31, 2023
Voya VARIABLE PORTFOLIOS INC0.00%20,927--Dec 31, 2023
FIDELITY SELECT PORTFOLIOS0.00%40,100--Feb 29, 2024
STERLING CAPITAL FUNDS0.00%12,600-7,472-37.23%Dec 29, 2023
JNL VARIABLE FUND LLC0.00%3,239--Mar 31, 2020
Voya VARIABLE PORTFOLIOS INC0.00%17,933-12,416-40.91%Dec 31, 2023
DFA INVESTMENT DIMENSIONS GROUP INC0.00%586,260107,43322.44%Jan 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%16,023--Dec 31, 2023
JPMORGAN INSURANCE TRUST0.00%6,600--Mar 31, 2023
NEW COVENANT FUNDS0.00%2,110--Dec 31, 2023
Dunham Funds0.00%31,904-1,977-5.84%Jan 31, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS, INC.0.00%4,250-1,600-27.35%Dec 29, 2023
PENN SERIES FUNDS INC0.00%12,422--Dec 29, 2023
OLD WESTBURY FUNDS INC0.00%48,500--Jan 31, 2024
Invesco Exchange-Traded Fund Trust II0.00%114,855114,71481357.45%Feb 29, 2024
FIDELITY COVINGTON TRUST0.00%4,757-6,381-57.29%Feb 29, 2024
AdvisorShares Trust0.00%986--Dec 29, 2023
NATIONWIDE VARIABLE INSURANCE TRUST0.00%46,16336,791392.56%Dec 31, 2023
GPS Funds I0.00%1,417--Dec 31, 2023
Meeder Funds0.00%1,239--Mar 31, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%20,741180.09%Jan 31, 2024
NATIONWIDE MUTUAL FUNDS0.00%30,05427,6751163.30%Jan 31, 2024
Direxion Shares ETF Trust0.00%33,591--Jan 31, 2024
THRIVENT SERIES FUND INC0.00%23,896-20,085-45.67%Dec 29, 2023
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%880627.58%Dec 31, 2023
PRUDENTIAL SERIES FUND0.00%15,924--Dec 29, 2023
Virtus Investment Trust0.00%6,4006,400-Dec 29, 2023
MASTER INVESTMENT PORTFOLIO0.00%16,1926,06659.91%Dec 31, 2023
VALIC Co I0.00%50,58243,767642.22%Feb 29, 2024
THRIVENT MUTUAL FUNDS0.00%14,159-4,497-24.10%Jan 31, 2024
LAZARD FUNDS INC0.00%5,388581.09%Dec 31, 2023
PRUDENTIAL SERIES FUND0.00%12,738--Dec 29, 2023
Meeder Funds0.00%722--Mar 31, 2024
Janus Detroit Street Trust0.00%18,6712,47715.30%Jan 31, 2024
VANGUARD WELLINGTON FUND0.00%48,81329,994159.38%Feb 29, 2024
MAINSTAY VP FUNDS TRUST0.00%14,400--Dec 31, 2023
Federated Hermes Global Allocation Fund0.00%1,099111.01%Feb 29, 2024
VANGUARD WORLD FUND0.00%26,012-1,056-3.90%Feb 29, 2024
RBC FUNDS TRUST0.00%9,200--Dec 29, 2023
COLLEGE RETIREMENT EQUITIES FUND0.00%115,87281,610238.19%Dec 31, 2023
RBC FUNDS TRUST0.00%8,600--Dec 29, 2023
PENN SERIES FUNDS INC0.00%2,513-4,665-64.99%Dec 29, 2023
Invesco Exchange-Traded Self-Indexed Fund Trust0.00%18,3847684.36%Feb 29, 2024
FLEXSHARES TRUST0.00%5,976-144-2.35%Jan 31, 2024
PUTNAM ASSET ALLOCATION FUNDS0.00%159-7,983-98.05%Feb 29, 2024
NORTHERN FUNDS0.00%67,263--Dec 29, 2023
TIAA-CREF LIFE FUNDS0.00%197--Dec 31, 2023
VARIABLE INSURANCE PRODUCTS FUND II0.00%944-472-33.33%Dec 31, 2023
NORTHERN FUNDS0.00%63,552--Dec 29, 2023
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%5,6005009.80%Dec 31, 2023
T. Rowe Price Index Trust, Inc.0.00%988--Feb 29, 2024
Goldman Sachs ETF Trust0.00%5,489-210-3.68%Feb 29, 2024
EQ ADVISORS TRUST0.00%56,590-3,404-5.67%Dec 31, 2023
JPMORGAN TRUST II0.00%47,100--Feb 29, 2024
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST0.00%2,29260035.46%Dec 31, 2023
SEASONS SERIES TRUST0.00%939534131.85%Dec 31, 2023

Amalgamated Financial's largest mutual fund holder by % of total assets is "RMB INVESTORS TRUST", owning 380.85K shares, compromising 0.73% of its total assets.

Amalgamated Financial Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 2483-37.59%
31 Dec, 2313315.65%
30 Sep, 23115-0.86%
30 Jun, 23116-1.69%
31 Mar, 23118-9.23%
31 Dec, 221300.78%
30 Sep, 2212922.86%
30 Jun, 2210523.53%
31 Mar, 2285-2.30%
31 Dec, 21873.57%
30 Sep, 2184-5.62%
30 Jun, 21894.71%
31 Mar, 2185-

As of 31 Mar 24, 83 institutions are holding Amalgamated Financial's shares, representing a decrease of -37.59% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 249,120,066-40.24%
31 Dec, 2315,261,829-0.60%
30 Sep, 2315,354,697-3.04%
30 Jun, 2315,836,1310.08%
31 Mar, 2315,824,0450.67%
31 Dec, 2215,718,2044.68%
30 Sep, 2215,015,00531.30%
30 Jun, 2211,435,882-0.46%
31 Mar, 2211,488,333-0.86%
31 Dec, 2111,588,108-0.15%
30 Sep, 2111,605,423-1.24%
30 Jun, 2111,750,9617.28%
31 Mar, 2110,953,151-

Amalgamated Financial (AMAL) has 9.12M shares outstanding as of 31 Mar 24, down -40.24% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2429.85%1.19%
31 Dec, 2350.07%1.99%
30 Sep, 2350.15%1.89%
30 Jun, 2351.57%1.94%
31 Mar, 2351.53%2.02%
31 Dec, 2250.53%2.11%
30 Sep, 2248.95%3.56%
30 Jun, 2237.11%2.72%
31 Mar, 2236.93%2.66%
31 Dec, 2137.26%2.67%
30 Sep, 2137.32%2.62%
30 Jun, 2137.74%3.04%
31 Mar, 2135.24%-

As of 31 Mar 24, Amalgamated Financial is held by 29.85% institutional shareholders, representing a 1.19% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 2446-36.99%
31 Dec, 237348.98%
30 Sep, 2349-22.22%
30 Jun, 23635.00%
31 Mar, 2360-18.92%
31 Dec, 2274-6.33%
30 Sep, 227925.40%
30 Jun, 226361.54%
31 Mar, 2239-7.14%
31 Dec, 21427.69%
30 Sep, 2139-13.33%
30 Jun, 2145-47.06%
31 Mar, 2185-

46 institutional shareholders have increased their position in AMAL stock as of 31 Mar 24 compared to 73 in the previous quarter (a -36.99% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 2421-47.50%
31 Dec, 2340-
30 Sep, 2340-
30 Jun, 2340-6.98%
31 Mar, 23437.50%
31 Dec, 224025.00%
30 Sep, 22326.67%
30 Jun, 22307.14%
31 Mar, 22283.70%
31 Dec, 2127-10.00%
30 Sep, 2130-
30 Jun, 2130-
31 Mar, 21--

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

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 2483-37.59%9,120,066-40.24%29.85%1.19%46-36.99%21-47.50%
31 Dec, 2313315.65%15,261,829-0.60%50.07%1.99%7348.98%40-
30 Sep, 23115-0.86%15,354,697-3.04%50.15%1.89%49-22.22%40-
30 Jun, 23116-1.69%15,836,1310.08%51.57%1.94%635.00%40-6.98%
31 Mar, 23118-9.23%15,824,0450.67%51.53%2.02%60-18.92%437.50%
31 Dec, 221300.78%15,718,2044.68%50.53%2.11%74-6.33%4025.00%
30 Sep, 2212922.86%15,015,00531.30%48.95%3.56%7925.40%326.67%
30 Jun, 2210523.53%11,435,882-0.46%37.11%2.72%6361.54%307.14%
31 Mar, 2285-2.30%11,488,333-0.86%36.93%2.66%39-7.14%283.70%
31 Dec, 21873.57%11,588,108-0.15%37.26%2.67%427.69%27-10.00%
30 Sep, 2184-5.62%11,605,423-1.24%37.32%2.62%39-13.33%30-
30 Jun, 21894.71%11,750,9617.28%37.74%3.04%45-47.06%30-
31 Mar, 2185-10,953,151-35.24%-85---

Amalgamated Financial Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 07, 2024Brown Sam D.officer SEVP, Chief Banking OfficerS-SaleSell8,994$25.47$229.08K45,970

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 07, 2024Brown Sam D.officer SEVP, Chief Banking OfficerF-InKindSell22,526$25.47$573.74K54,964
May 07, 2024Brown Sam D.officer SEVP, Chief Banking OfficerS-SaleSell8,994$25.47$229.08K45,970
May 07, 2024Brown Sam D.officer SEVP, Chief Banking OfficerM-ExemptSell31,520$14.65$461.77K-
Apr 30, 2024Fox Lynne P.director-M-ExemptSell1,020---

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 07, 2024Brown Sam D.officer SEVP, Chief Banking OfficerM-ExemptBuy31,520$14.65$461.77K77,490
May 07, 2024Brown Sam D.officer SEVP, Chief Banking OfficerF-InKindSell22,526$25.47$573.74K54,964
May 07, 2024Brown Sam D.officer SEVP, Chief Banking OfficerS-SaleSell8,994$25.47$229.08K45,970
May 07, 2024Brown Sam D.officer SEVP, Chief Banking OfficerM-ExemptSell31,520$14.65$461.77K-
Apr 30, 2024Fox Lynne P.director-M-ExemptBuy1,020$24.60$25.09K15,781
Apr 30, 2024Fox Lynne P.director-M-ExemptSell1,020---
Apr 03, 2024Darby Jasonofficer Senior Executive VP and CFOA-AwardBuy5,393--59,846
Apr 03, 2024Brown Priscillaofficer President & CEOA-AwardBuy32,355--163,813
Apr 03, 2024Graham Tyroneofficer EVP, Chief HR OfficerA-AwardBuy3,236--10,546
Apr 03, 2024Lanning Margaret Matildaofficer EVP, Chief Credit Risk OfficerA-AwardBuy3,236--9,062
Apr 03, 2024Searby Seanofficer EVP, Chief Operations OfficerA-AwardBuy3,236--25,551
Apr 03, 2024Brown Sam D.officer SEVP, Chief Banking OfficerA-AwardBuy5,393--45,619
Apr 03, 2024Tenner Mandyofficer EVP, Chief Legal OfficerA-AwardBuy3,236--20,206
Apr 03, 2024Romney Edgar Jrofficer Chief Strategy & Admin OfficerA-AwardBuy3,236--13,856
Apr 03, 2024Glace Adrianofficer SVP, Chief Technology OfficerA-AwardBuy3,362--3,362
Mar 05, 2024Darby Jasonofficer Senior Executive VP and CFOA-AwardBuy7,647--54,453
Mar 05, 2024Searby Seanofficer EVP, Chief Operations OfficerA-AwardBuy3,605--22,315
Mar 05, 2024Lanning Margaret Matildaofficer EVP, Chief Credit Risk OfficerA-AwardBuy3,003--5,826
Mar 05, 2024Brown Priscillaofficer President & CEOA-AwardBuy32,328--131,458
Mar 05, 2024Romney Edgar Jrofficer Chief Strategy & Admin OfficerA-AwardBuy1,746--10,620

The last insider sell of Amalgamated Financial's stock was made by Brown Sam D. on May 07 2024, selling 22,526 shares at $25.47 per share (valued at $573.74K).

Amalgamated Financial Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 2024104250.00%
Q1 2024193063.33%
Q4 202332015.00%
Q3 2023-3-
Q2 2023132650.00%
Q1 202372350.00%
Q4 20223560.00%
Q3 20226875.00%
Q2 20221514107.14%
Q1 2022118137.50%
Q4 20214666.67%
Q3 2021-4-
Q2 20211411127.27%
Q1 202191464.29%
Q1 2018-1-
Q1 2017-1-

10 total buy trades, and 4 total sell trades (buy/sell ratio of 2.50%) were made by Amalgamated Financial's insiders, as of Q2 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 2024-1-
Q1 2024-2-
Q4 2023-17-
Q3 2023-2-
Q2 20231--
Q1 2023-1-
Q4 2022-3-
Q3 2022-4-
Q2 2022-8-
Q1 2022---
Q4 2021-4-
Q3 2021-2-
Q2 202111100.00%
Q1 2021-5-
Q1 2018---
Q1 2017---

As of Q2 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of Amalgamated Financial's stocks.

Amalgamated Financial Peer Ownership


TickerCompany
BCMLBayCom Corp
HBCPHome Bancorp, Inc.
BAFNBayFirst Financial Corp.
GSBCGreat Southern Bancorp, Inc.
NECBNortheast Community Bancorp, Inc.
CULLCullman Bancorp, Inc.
FFNWFirst Financial Northwest, Inc.
HMNFHMN Financial, Inc.
CWBCCommunity West Bancshares
AFBIAffinity Bancshares, Inc.
FCCOFirst Community Corporation
FNWBFirst Northwest Bancorp

AMAL Ownership FAQ


Amalgamated Financial is owned by institutional shareholders (29.85%), insiders (42.24%), and public (27.91%). The largest institutional shareholder of Amalgamated Financial is BLACKROCK INC. (9.06% of total shares) and the top mutual fund owner is RMB INVESTORS TRUST (0.73% of total shares).

Amalgamated Financial's major institutional shareholders are BLACKROCK INC., ADAGE CAPITAL PARTNERS GP, L.L.C., DIMENSIONAL FUND ADVISORS LP, VANGUARD GROUP INC, and BROWN ADVISORY INC. The top five shareholders own together 23.99% of the company's share outstanding.

As of Mar 2024, there are 83 institutional shareholders of Amalgamated Financial.

BLACKROCK INC owns 2.77M shares of Amalgamated Financial, representing 9.06% of the company's total shares outstanding, valued at $66.43M (as of Mar 2024).

As of Mar 2024, ADAGE CAPITAL PARTNERS GP, L.L.C holds 1.64M shares of Amalgamated Financial (AMAL), compromising 5.38% of the company, valued at $39.47M.

DIMENSIONAL FUND ADVISORS LP is the third largest holder of Amalgamated Financial. The company owns 1.11M of the company's shares outstanding (worth $26.75M).