Amalgamated Financial Ownership | Who Owns Amalgamated Financial?
Amalgamated Financial Ownership Summary
Amalgamated Financial is owned by 59.36% institutional investors, 39.72% insiders, and 0.92% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 11.41% of AMAL shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.74% of its assets in Amalgamated Financial shares.
AMAL Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Amalgamated Financial | 59.36% | 39.72% | 0.92% |
Sector | Financial Services Stocks | 40.08% | 14.24% | 45.69% |
Industry | Regional Banks Stocks | 41.99% | 11.95% | 46.06% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Blackrock funding, inc. /de | 3.50M | 11.41% | $117.01M |
Blackrock | 2.88M | 9.47% | $79.05M |
Dimensional fund advisors lp | 1.22M | 3.98% | $40.80M |
Vanguard group | 1.21M | 3.94% | $40.38M |
State street | 842.55K | 2.75% | $28.20M |
Adage capital partners gp | 548.07K | 1.79% | $18.34M |
Jpmorgan chase | 545.88K | 1.78% | $18.27M |
American century companies | 502.85K | 1.64% | $16.83M |
Geode capital management | 480.85K | 1.57% | $16.10M |
First manhattan co. llc. | 451.88K | 1.47% | $15.12M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Figure 8 investment strategies | 83.01K | 2.73% | $2.78M |
Nia impact advisors | 228.11K | 2.48% | $7.63M |
Elizabeth park capital advisors | 72.04K | 1.97% | $2.41M |
Harrington investments | 80.51K | 1.48% | $2.69M |
Arjuna capital | 163.34K | 1.45% | $5.47M |
Clean yield group | 119.36K | 1.27% | $4.00M |
Neumeier poma investment counsel | 391.19K | 1.27% | $13.09M |
Andrew hill investment advisors | 28.14K | 0.70% | $941.93K |
Summerhaven investment management | 28.29K | 0.58% | $946.70K |
Isthmus partners | 109.75K | 0.45% | $3.67M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Neumeier poma investment counsel | 391.19K | 1.27% | 391.19K |
Blackrock funding, inc. /de | 3.50M | 0.00% | 227.47K |
Congress asset management co /ma | 159.52K | 0.04% | 159.52K |
State street | 842.55K | 0.00% | 137.69K |
Blackrock | 2.88M | 0.00% | 117.10K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Brown advisory | 24.34K | 0.00% | -820.83K |
Redwood grove capital | - | - | -201.01K |
Adage capital partners gp | 548.07K | 0.03% | -168.20K |
Kennedy capital management | - | - | -115.33K |
Vanguard group | 1.21M | 0.00% | -91.14K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Neumeier poma investment counsel | 391.19K | 1.27% | 391.19K | $13.09M |
Congress asset management co /ma | 159.52K | 0.04% | 159.52K | $5.34M |
Figure 8 investment strategies | 83.01K | 2.73% | 83.01K | $2.78M |
Raymond james financial | 67.03K | 0.00% | 67.03K | $2.24M |
Jefferies financial group | 55.00K | 0.01% | 55.00K | $1.84M |
Sold Out
Holder | Change |
---|---|
Nelson, van denburg & campbell wealth management group | -4.00 |
Quarry lp | -38.00 |
Allspring global investments | -53.00 |
Clear street markets | -184.00 |
Capital performance advisors llp | -275.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Dec 31, 2024 | 192 | 15.66% | 18,190,684 | 4.38% | 59 | 1.84% | 110 | 23.60% | 51 | 6.25% |
Sep 30, 2024 | 166 | 7.10% | 17,427,990 | 7.28% | 56 | 2.01% | 89 | 12.66% | 48 | -14.29% |
Jun 30, 2024 | 154 | -3.14% | 16,245,742 | 0.04% | 53 | 1.89% | 79 | -9.20% | 56 | 24.44% |
Mar 31, 2024 | 159 | 18.66% | 16,238,800 | 6.34% | 53 | 2.12% | 87 | 17.57% | 45 | 12.50% |
Dec 31, 2023 | 134 | 16.52% | 15,270,909 | -0.55% | 50 | 1.99% | 74 | 51.02% | 40 | - |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | 533.42K | 1.74% | - |
iShares Russell 2000 ETF | 520.12K | 1.70% | -10.21K |
Avantis US Small Cap Value ETF | 435.56K | 1.42% | 225.00 |
BlackRock Advantage Small Cap Core Instl | 429.37K | 1.40% | - |
Neumeier Poma Small Cap Value | 328.04K | 1.07% | 328.04K |
Vanguard Institutional Extnd Mkt Idx Tr | 322.13K | 1.05% | 103.00 |
SPDR® S&P Regional Banking ETF | 240.11K | 0.78% | -8.54K |
DFA US Targeted Value I | 211.76K | 0.69% | - |
Federated Hermes MDT Small Cap Core IS | 206.92K | 0.67% | - |
Federated Hermes MDT SCC Institutional | 206.92K | 0.67% | - |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Mar 05, 2025 | Graham Tyrone | EVP, Chief HR Officer | Sell | $101.17K |
Mar 07, 2025 | Graham Tyrone | EVP, Chief HR Officer | Sell | $25.84K |
Mar 03, 2025 | Searby Sean | EVP Chief Info. & Ops. Officer | Sell | $97.47K |
Feb 13, 2025 | Romney Edgar Jr | Chief Strategy & Admin Officer | Sell | $353.52K |
Feb 04, 2025 | Western States Regional Joint Board, Workers United | - | Sell | $1.54M |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q1 | - | 12 |
2024 Q4 | - | 51 |
2024 Q3 | - | 13 |
2024 Q2 | - | 3 |
2024 Q1 | - | 2 |
AMAL Ownership FAQ
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