BayFirst Financial Ownership 2024 | Who Owns BayFirst Financial Now?


OverviewRevenueFinancialsChart

Institutional Ownership

13.80%

Insider Ownership

16.31%

Retail Ownership

69.89%

Institutional Holders

10.00

BayFirst Financial Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BANC FUNDS CO LLC3.67%0.22%150,27211,5208.30%1,946,000Mar 31, 2024
FIRST MANHATTAN CO. LLC.3.39%0.01%139,015--1,800,244,000Mar 31, 2024
VANGUARD GROUP INC2.59%-106,153-17,141-13.90%1,374,681Mar 31, 2024
GATOR CAPITAL MANAGEMENT, LLC1.51%0.41%62,000--802,900Mar 31, 2024
AVANTAX PLANNING PARTNERS, INC.1.37%0.02%56,113--726,663Mar 31, 2024
SALZHAUER MICHAEL1.34%0.54%55,077--713,247Mar 31, 2024
BLACKROCK INC.1.19%-48,654-220-0.45%630,069Mar 31, 2024
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC1.11%1.01%45,40445,404100.00%587,985,000Mar 31, 2024
KENNEDY CAPITAL MANAGEMENT LLC0.86%0.01%35,4257,77428.11%458,754Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC0.76%-31,2081,2284.10%404,262Mar 31, 2024
NORTHERN TRUST CORP0.27%-11,088-1,268-10.26%143,590Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.02%0.00%86727746.95%11,228Mar 31, 2024
ROYAL BANK OF CANADA0.00%-1943320.50%3,000Mar 31, 2024
WELLS FARGO & COMPANY/MN0.00%-2813.70%363,000Mar 31, 2024

BayFirst Financial's largest institutional shareholder is BANC FUNDS CO LLC, holding 3.67% of the company's total share outstanding, currently valued at $1.95M. The top 10 institutional shareholders own together 17.79% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC1.11%1.01%45,40445,404100.00%587,985,000Mar 31, 2024
SALZHAUER MICHAEL1.34%0.54%55,077--713,247Mar 31, 2024
GATOR CAPITAL MANAGEMENT, LLC1.51%0.41%62,000--802,900Mar 31, 2024
BANC FUNDS CO LLC3.67%0.22%150,27211,5208.30%1,946,000Mar 31, 2024
AVANTAX PLANNING PARTNERS, INC.1.37%0.02%56,113--726,663Mar 31, 2024
KENNEDY CAPITAL MANAGEMENT LLC0.86%0.01%35,4257,77428.11%458,754Mar 31, 2024
FIRST MANHATTAN CO. LLC.3.39%0.01%139,015--1,800,244,000Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.02%0.00%86727746.95%11,228Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC0.76%-31,2081,2284.10%404,262Mar 31, 2024
VANGUARD GROUP INC2.59%-106,153-17,141-13.90%1,374,681Mar 31, 2024
NORTHERN TRUST CORP0.27%-11,088-1,268-10.26%143,590Mar 31, 2024
BLACKROCK INC.1.19%-48,654-220-0.45%630,069Mar 31, 2024
ROYAL BANK OF CANADA0.00%-1943320.50%3,000Mar 31, 2024
WELLS FARGO & COMPANY/MN0.00%-2813.70%363,000Mar 31, 2024

The largest BayFirst Financial shareholder by % of total assets is GRAHAM CAPITAL WEALTH MANAGEMENT, LLC. The company owns 45.40K shares of BayFirst Financial (BAFN), representing 1.01% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC1.11%1.01%45,40445,404100.00%587,985,000Mar 31, 2024
BANC FUNDS CO LLC3.67%0.22%150,27211,5208.30%1,946,000Mar 31, 2024
KENNEDY CAPITAL MANAGEMENT LLC0.86%0.01%35,4257,77428.11%458,754Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC0.76%-31,2081,2284.10%404,262Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.02%0.00%86727746.95%11,228Mar 31, 2024
ROYAL BANK OF CANADA0.00%-1943320.50%3,000Mar 31, 2024
WELLS FARGO & COMPANY/MN0.00%-2813.70%363,000Mar 31, 2024
FIRST MANHATTAN CO. LLC.3.39%0.01%139,015--1,800,244,000Mar 31, 2024
AVANTAX PLANNING PARTNERS, INC.1.37%0.02%56,113--726,663Mar 31, 2024
GATOR CAPITAL MANAGEMENT, LLC1.51%0.41%62,000--802,900Mar 31, 2024
SALZHAUER MICHAEL1.34%0.54%55,077--713,247Mar 31, 2024
BLACKROCK INC.1.19%-48,654-220-0.45%630,069Mar 31, 2024
NORTHERN TRUST CORP0.27%-11,088-1,268-10.26%143,590Mar 31, 2024
VANGUARD GROUP INC2.59%-106,153-17,141-13.90%1,374,681Mar 31, 2024

As of Mar 31 2024, BayFirst Financial's largest institutional buyer is GRAHAM CAPITAL WEALTH MANAGEMENT, LLC. The company purchased 45.40K stocks of BAFN, valued at $587.99M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC2.59%-106,153-17,141-13.90%1,374,681Mar 31, 2024
NORTHERN TRUST CORP0.27%-11,088-1,268-10.26%143,590Mar 31, 2024
BLACKROCK INC.1.19%-48,654-220-0.45%630,069Mar 31, 2024
SALZHAUER MICHAEL1.34%0.54%55,077--713,247Mar 31, 2024
GATOR CAPITAL MANAGEMENT, LLC1.51%0.41%62,000--802,900Mar 31, 2024
AVANTAX PLANNING PARTNERS, INC.1.37%0.02%56,113--726,663Mar 31, 2024
FIRST MANHATTAN CO. LLC.3.39%0.01%139,015--1,800,244,000Mar 31, 2024
WELLS FARGO & COMPANY/MN0.00%-2813.70%363,000Mar 31, 2024
ROYAL BANK OF CANADA0.00%-1943320.50%3,000Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.02%0.00%86727746.95%11,228Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC0.76%-31,2081,2284.10%404,262Mar 31, 2024
KENNEDY CAPITAL MANAGEMENT LLC0.86%0.01%35,4257,77428.11%458,754Mar 31, 2024
BANC FUNDS CO LLC3.67%0.22%150,27211,5208.30%1,946,000Mar 31, 2024
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC1.11%1.01%45,40445,404100.00%587,985,000Mar 31, 2024

As of Mar 31 2024, BayFirst Financial's biggest institutional seller is VANGUARD GROUP INC. The company sold -17.14K shares of BAFN, valued at $1.37M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC1.11%1.01%45,40445,404100.00%587,985,000Mar 31, 2024

BayFirst Financial's largest new institutional shareholder by number of shares is GRAHAM CAPITAL WEALTH MANAGEMENT, LLC, purchased 45.40K shares, valued at $587.99M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate

BayFirst Financial Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
UNIFIED SERIES TRUST0.00%12,500--Feb 29, 2024
VANGUARD VALLEY FORGE FUNDS0.00%227--Dec 31, 2023
VANGUARD INDEX FUNDS0.00%178,23542,23831.06%Dec 31, 2023
FIDELITY CONCORD STREET TRUST0.00%29,0341,0973.93%Feb 29, 2024
EQ ADVISORS TRUST0.00%635--Dec 31, 2023
iSHARES TRUST0.00%7,903--Feb 29, 2024

BayFirst Financial's largest mutual fund holder by % of total assets is "UNIFIED SERIES TRUST", owning 12.50K shares, compromising 0.00% of its total assets.

BayFirst Financial Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 2410-23.08%
31 Dec, 2313-13.33%
30 Sep, 231515.38%
30 Jun, 23138.33%
31 Mar, 2312-20.00%
31 Dec, 221525.00%
30 Sep, 22129.09%
30 Jun, 221137.50%
31 Mar, 22814.29%
31 Dec, 217-

As of 31 Mar 24, 10 institutions are holding BayFirst Financial's shares, representing a decrease of -23.08% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 24565,997-18.43%
31 Dec, 23693,890-0.36%
30 Sep, 23696,4051.13%
30 Jun, 23688,611-0.63%
31 Mar, 23692,984-2.86%
31 Dec, 22713,4154.38%
30 Sep, 22683,496-2.41%
30 Jun, 22700,35711.51%
31 Mar, 22628,09381.74%
31 Dec, 21345,599-

BayFirst Financial (BAFN) has 566.00K shares outstanding as of 31 Mar 24, down -18.43% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2413.80%4.78%
31 Dec, 2316.99%5.77%
30 Sep, 2317.16%6.04%
30 Jun, 2316.86%5.86%
31 Mar, 2316.97%4.82%
31 Dec, 2218.76%6.52%
30 Sep, 2216.97%5.57%
30 Jun, 2217.45%7.09%
31 Mar, 2215.69%20.43%
31 Dec, 218.76%-

As of 31 Mar 24, BayFirst Financial is held by 13.80% institutional shareholders, representing a 4.78% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 244-42.86%
31 Dec, 237-
30 Sep, 23740.00%
30 Jun, 23525.00%
31 Mar, 234-50.00%
31 Dec, 228166.67%
30 Sep, 223-50.00%
30 Jun, 22650.00%
31 Mar, 224-42.86%
31 Dec, 217-

4 institutional shareholders have increased their position in BAFN stock as of 31 Mar 24 compared to 7 in the previous quarter (a -42.86% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 243-
31 Dec, 23350.00%
30 Sep, 232100.00%
30 Jun, 231-50.00%
31 Mar, 232100.00%
31 Dec, 221-50.00%
30 Sep, 222100.00%
30 Jun, 221-
31 Mar, 221-
31 Dec, 21--

3 institutional shareholders have reduced their position in BAFN stock as of 31 Mar 24 compared to 3 in the previous quarter (a 0.00% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 2410-23.08%565,997-18.43%13.80%4.78%4-42.86%3-
31 Dec, 2313-13.33%693,890-0.36%16.99%5.77%7-350.00%
30 Sep, 231515.38%696,4051.13%17.16%6.04%740.00%2100.00%
30 Jun, 23138.33%688,611-0.63%16.86%5.86%525.00%1-50.00%
31 Mar, 2312-20.00%692,984-2.86%16.97%4.82%4-50.00%2100.00%
31 Dec, 221525.00%713,4154.38%18.76%6.52%8166.67%1-50.00%
30 Sep, 22129.09%683,496-2.41%16.97%5.57%3-50.00%2100.00%
30 Jun, 221137.50%700,35711.51%17.45%7.09%650.00%1-
31 Mar, 22814.29%628,09381.74%15.69%20.43%4-42.86%1-
31 Dec, 217-345,599-8.76%-7---

BayFirst Financial Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 06, 2024Oliver Robin Leighofficer President, COOJ-OtherBuy25$11.57$299.908,982
May 06, 2024Zernick Thomas Gerarddirector, officer CEOJ-OtherBuy129$11.57$1.50K16,360
May 06, 2024Tudor Rhonda Sofficer SVP, Chief Accounting OfficerJ-OtherBuy25$11.57$299.901,346
Mar 19, 2024Zernick Thomas Gerarddirector, officer CEOJ-OtherBuy39$13.00$514.2716,230
Mar 19, 2024Spoor Bradly Williamdirector-J-OtherBuy12$13.00$158.512,807
Mar 19, 2024WuDunn Sheryldirector-J-OtherBuy14$13.00$182.044,139
Mar 19, 2024Saravanos Anthonydirector-J-OtherBuy310$13.00$4.04K54,561
Mar 19, 2024Harris Alexander Octaviusdirector-J-OtherBuy11$13.00$149.744,658
Mar 19, 2024Berset Mark Sdirector-J-OtherBuy29$13.00$385.45211,003
Mar 19, 2024Berset Mark Sdirector-J-OtherBuy4$13.00$58.0048,676
Mar 19, 2024Berset Mark Sdirector-J-OtherBuy1$13.00$21.7316,209
Mar 19, 2024Berset Mark Sdirector-J-OtherBuy-$13.00$5.816,594
Mar 19, 2024Deloach Dennis Reppard IIIdirector-J-OtherBuy196$13.00$2.56K34,669
Mar 19, 2024Helal Tarekdirector-J-OtherBuy1$13.00$17.1524,469
Mar 19, 2024Oliver Robin Leighofficer President, COOJ-OtherBuy7$13.00$93.918,956
Mar 19, 2024Tudor Rhonda Sofficer SVP, Chief Accounting OfficerJ-OtherBuy1$13.00$17.501,320
Mar 19, 2024Zipperian Barbara Jdirector-J-OtherBuy3$13.00$49.014,820
Mar 19, 2024Berset Derek Stevendirector-J-OtherBuy369$13.00$4.81K64,214
Mar 12, 2024LEO ANTHONY Ndirector-A-AwardBuy166$13.04$2.17K1,569
Mar 12, 2024Tudor Rhonda Sofficer SVP, Chief Accounting OfficerA-AwardBuy99$13.04$1.29K201

BayFirst Financial Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q1 20242510250.00%
Q4 202340--
Q3 20233913900.00%
Q2 202342--
Q1 2023425840.00%
Q4 2022344850.00%
Q3 20223213200.00%
Q2 20224014000.00%
Q1 2022527742.86%
Q4 2021267435.14%

25 total buy trades, and 10 total sell trades (buy/sell ratio of 2.50%) were made by BayFirst Financial's insiders, as of Q1 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q1 20241--
Q4 202316--
Q3 202314--
Q2 202313--
Q1 20231--
Q4 20222--
Q3 20221--
Q2 202220--
Q1 20227--
Q4 202121--

As of Q1 2024, Insider owners conducted 1 open market buy trades and 0 open market sell trades of BayFirst Financial's stocks.

BayFirst Financial Peer Ownership


TickerCompany
BCMLBayCom 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.
HVBCHV Bancorp, Inc.
FNWBFirst Northwest Bancorp

BAFN Ownership FAQ


BayFirst Financial is owned by institutional shareholders (13.80%), insiders (16.31%), and public (69.89%). The largest institutional shareholder of BayFirst Financial is BANC FUNDS CO LLC (3.67% of total shares) and the top mutual fund owner is UNIFIED SERIES TRUST (0.00% of total shares).

BayFirst Financial's major institutional shareholders are BANC FUNDS CO LLC, FIRST MANHATTAN CO. LLC., VANGUARD GROUP INC, GATOR CAPITAL MANAGEMENT, LLC, and AVANTAX PLANNING PARTNERS, INC.. The top five shareholders own together 12.53% of the company's share outstanding.

As of Mar 2024, there are 10 institutional shareholders of BayFirst Financial.

BANC FUNDS CO LLC owns 150.27K shares of BayFirst Financial, representing 3.67% of the company's total shares outstanding, valued at $1.95M (as of Mar 2024).

As of Mar 2024, FIRST MANHATTAN CO. LLC holds 139.02K shares of BayFirst Financial (BAFN), compromising 3.39% of the company, valued at $1.8B.

VANGUARD GROUP INC is the third largest holder of BayFirst Financial. The company owns 106.15K of the company's shares outstanding (worth $1.37M).