ArrowMark Financial Ownership | Who Owns ArrowMark Financial?
ArrowMark Financial Ownership Summary
ArrowMark Financial is owned by 2.45% institutional investors, 0.08% insiders, and 97.47% retail investors. Greenwich investment management is the largest institutional shareholder, holding 4.21% of BANX shares.
BANX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | ArrowMark Financial | 2.45% | 0.08% | 97.47% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Asset Management Stocks | 32.07% | 9.35% | 58.59% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Greenwich investment management | 299.27K | 4.21% | $5.52M |
| Raymond james financial services advisors | 244.14K | 3.43% | $4.50M |
| Raymond james financial | 179.07K | 2.51% | $3.93M |
| Stifel financial | 153.52K | 2.15% | $3.37M |
| Arrowmark colorado | 137.33K | 1.93% | $3.01M |
| Everstar asset management | 44.19K | 0.62% | $968.60K |
| Advisor group | 34.21K | 0.48% | $742.02K |
| Morgan stanley | 30.94K | 0.43% | $678.22K |
| Capital investment advisors | 27.50K | 0.39% | $602.71K |
| Bard associates | 27.16K | 0.38% | $595.24K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Greenwich investment management | 299.27K | 5.05% | $5.52M |
| Everstar asset management | 44.19K | 0.55% | $968.60K |
| Catalina capital group | 15.68K | 0.21% | $343.66K |
| Bard associates | 27.16K | 0.16% | $595.24K |
| Arrowmark colorado | 137.33K | 0.06% | $3.01M |
| Accurate wealth management | 14.37K | 0.04% | $311.05K |
| Falcon wealth planning | 18.86K | 0.04% | $413.45K |
| Oxbow advisors | 10.89K | 0.02% | $238.71K |
| Capital investment advisors | 27.50K | 0.01% | $602.71K |
| Belpointe asset management | 9.30K | 0.01% | $203.86K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Raymond james financial services advisors | 244.14K | 0.01% | 14.99K |
| Rockefeller capital management | 14.76K | 0.00% | 14.76K |
| Accurate wealth management | 14.37K | 0.04% | 14.37K |
| Morgan stanley | 30.94K | - | 12.22K |
| Advisor group | 34.21K | 0.00% | 11.49K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Round rock advisors | - | - | -174.81K |
| Arrowmark colorado | 137.33K | 0.06% | -59.56K |
| Beacon pointe advisors | - | - | -57.01K |
| Greenwich investment management | 299.27K | 5.05% | -18.98K |
| Punch & associates investment management | - | - | -15.81K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Rockefeller capital management | 14.76K | 0.00% | 14.76K | $323.58K |
| Accurate wealth management | 14.37K | 0.04% | 14.37K | $311.05K |
| Private advisor group | 9.35K | 0.00% | 9.35K | $204.95M |
| Belpointe asset management | 9.30K | 0.01% | 9.30K | $203.86K |
| Pathway financial advisers | 557.00 | 0.00% | 557.00 | $12.21K |
Sold Out
| Holder | Change |
|---|---|
| Farther finance advisors | -1.00 |
| Tower research capital llc (trc) | -130.00 |
| Ridgewood investments | -800.00 |
| Royal bank of canada | -4.80K |
| Principal street partners | -10.94K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 15 | -50.00% | 174,433 | -81.79% | 2 | 1.35% | 4 | -63.64% | 3 | -72.73% |
| Jun 30, 2025 | 32 | -3.03% | 987,784 | -5.80% | 13 | 6.40% | 13 | 62.50% | 11 | 10.00% |
| Mar 31, 2025 | 1 | -96.97% | 14,442 | -98.47% | - | 0.12% | 1 | -93.33% | - | -100.00% |
| Dec 31, 2024 | 32 | 10.34% | 931,809 | 1.21% | 13 | 7.82% | 14 | 27.27% | 7 | -12.50% |
| Sep 30, 2024 | 28 | 3.70% | 920,146 | -30.30% | 12 | 3.75% | 10 | 66.67% | 8 | -27.27% |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 09, 2025 | Staggs Dana | President | Buy | $2.74K |
| Mar 31, 2025 | Emrich John Scott | - | Sell | $21.01K |
| Mar 14, 2025 | FARRELL PATRICK JOSEPH | Chief Financial Officer | Buy | $24.20K |
| Mar 07, 2025 | FARRELL PATRICK JOSEPH | Chief Financial Officer | Buy | $21.20K |
| Feb 19, 2025 | Emrich John Scott | - | Sell | $10.60K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | 1 | - |
| 2025 Q1 | 2 | 3 |
| 2024 Q3 | 1 | - |
| 2024 Q1 | 1 | - |
| 2023 Q4 | 1 | - |
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