ArrowMark Financial Ownership | Who Owns ArrowMark Financial?


OverviewChart

ArrowMark Financial Ownership Summary


ArrowMark Financial is owned by 12.94% institutional investors, 0.08% insiders, and 86.98% retail investors. Greenwich investment management is the largest institutional shareholder, holding 4.21% of BANX shares.

BANX Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockArrowMark Financial12.94%0.08%86.98%
SectorFinancial Services Stocks 49.80%13.92%36.27%
IndustryAsset Management Stocks41.71%9.02%49.27%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Greenwich investment management299.27K4.21%$5.52M
Raymond james financial services advisors244.14K3.43%$4.50M
Arrowmark colorado240.87K3.39%$4.44M
Stifel financial186.71K2.63%$3.44M
Advisor group81.07K1.14%$1.49M
Beacon pointe advisors59.62K0.84%$1.10M
Bard associates42.61K0.60%$785.52K
Capital investment advisors34.25K0.48%$631.40K
Cambridge investment research advisors19.96K0.28%$368.00K
Oppenheimer19.37K0.27%$357.16K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Greenwich investment management299.27K5.05%$5.52M
Bard associates42.61K0.30%$785.52K
Arrowmark colorado240.87K0.05%$4.44M
Falcon wealth planning14.31K0.03%$263.77K
Oxbow advisors10.99K0.02%$202.60K
Caldwell sutter capital1.74K0.02%$32.09K
Capital investment advisors34.25K0.01%$631.40K
Beacon pointe advisors59.62K0.01%$1.10M
Raymond james financial services advisors244.14K0.01%$4.50M
Oppenheimer19.37K0.01%$357.16K

Top Buyers

HolderShares% AssetsChange
Raymond james financial services advisors244.14K0.01%14.99K
Falcon wealth planning14.31K0.03%14.31K
Oppenheimer19.37K0.01%1.47K
Capital investment advisors34.25K0.01%1.00K
Citadel advisors200.00-200.00

Top Sellers

HolderShares% AssetsChange
Arrowmark colorado240.87K0.05%-205.81K
Advisor group81.07K0.00%-198.25K
Greenwich investment management299.27K5.05%-18.98K
Punch & associates investment management---15.81K
Magnus financial group---12.37K

New Positions

HolderShares% AssetsChangeValue
Falcon wealth planning14.31K0.03%14.31K$263.77K
Citadel advisors200.00-200.00$3.69K

Sold Out

HolderChange
Magnus financial group-12.37K
Punch & associates investment management-15.81K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 2024283.70%920,146-30.30%123.75%1066.67%8-27.27%
Jun 30, 2024273.85%1,320,201-25.36%183.00%6-45.45%1137.50%
Mar 31, 202426-10.34%1,768,744-0.84%244.00%11-8-
Dec 31, 20232911.54%1,783,731-4.78%243.64%1110.00%8-
Sep 30, 202326-1,873,264-4.00%263.52%10-41.18%8166.67%

Recent Insider Transactions


DateNameRoleActivityValue
Jul 11, 2024FARRELL PATRICK JOSEPH Chief Financial OfficerBuy$12.23K
Feb 26, 2024Staggs Dana PresidentBuy$1.85K
Oct 06, 2023Emrich John Scott-Buy$130.03K
May 05, 2023Arnold Guy M-Buy$44.97K
May 04, 2023Bhonsle Sanjai CEOBuy$28.56K

Insider Transactions Trends


DateBuySell
2024 Q31-
2024 Q11-
2023 Q41-
2023 Q26-
2023 Q13-

BANX Ownership FAQ


Who Owns ArrowMark Financial?

ArrowMark Financial shareholders are primarily institutional investors at 12.94%, followed by 0.08% insiders and 86.98% retail investors. The average institutional ownership in ArrowMark Financial's industry, Asset Management Stocks, is 41.71%, which ArrowMark Financial falls below.

Who owns the most shares of ArrowMark Financial?

ArrowMark Financial’s largest shareholders are Greenwich investment management (299.28K shares, 4.21%), Raymond james financial services advisors (244.14K shares, 3.43%), and Arrowmark colorado (240.87K shares, 3.39%). Together, they hold 11.03% of ArrowMark Financial’s total shares outstanding.

Does Blackrock own ArrowMark Financial?

BlackRock is not among the top 10 institutional shareholders of ArrowMark Financial.

Who is ArrowMark Financial’s biggest shareholder by percentage of total assets invested?

Greenwich investment management is ArrowMark Financial’s biggest shareholder by percentage of total assets invested, with 5.05% of its assets in 299.28K ArrowMark Financial shares, valued at 5.52M$.

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