ArrowMark Financial Ownership | Who Owns ArrowMark Financial?
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
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | ArrowMark Financial | 12.94% | 0.08% | 86.98% |
Sector | Financial Services Stocks | 49.80% | 13.92% | 36.27% |
Industry | Asset Management Stocks | 41.71% | 9.02% | 49.27% |
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 |
Arrowmark colorado | 240.87K | 3.39% | $4.44M |
Stifel financial | 186.71K | 2.63% | $3.44M |
Advisor group | 81.07K | 1.14% | $1.49M |
Beacon pointe advisors | 59.62K | 0.84% | $1.10M |
Bard associates | 42.61K | 0.60% | $785.52K |
Capital investment advisors | 34.25K | 0.48% | $631.40K |
Cambridge investment research advisors | 19.96K | 0.28% | $368.00K |
Oppenheimer | 19.37K | 0.27% | $357.16K |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Greenwich investment management | 299.27K | 5.05% | $5.52M |
Bard associates | 42.61K | 0.30% | $785.52K |
Arrowmark colorado | 240.87K | 0.05% | $4.44M |
Falcon wealth planning | 14.31K | 0.03% | $263.77K |
Oxbow advisors | 10.99K | 0.02% | $202.60K |
Caldwell sutter capital | 1.74K | 0.02% | $32.09K |
Capital investment advisors | 34.25K | 0.01% | $631.40K |
Beacon pointe advisors | 59.62K | 0.01% | $1.10M |
Raymond james financial services advisors | 244.14K | 0.01% | $4.50M |
Oppenheimer | 19.37K | 0.01% | $357.16K |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Raymond james financial services advisors | 244.14K | 0.01% | 14.99K |
Falcon wealth planning | 14.31K | 0.03% | 14.31K |
Oppenheimer | 19.37K | 0.01% | 1.47K |
Capital investment advisors | 34.25K | 0.01% | 1.00K |
Citadel advisors | 200.00 | - | 200.00 |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Arrowmark colorado | 240.87K | 0.05% | -205.81K |
Advisor group | 81.07K | 0.00% | -198.25K |
Greenwich investment management | 299.27K | 5.05% | -18.98K |
Punch & associates investment management | - | - | -15.81K |
Magnus financial group | - | - | -12.37K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Falcon wealth planning | 14.31K | 0.03% | 14.31K | $263.77K |
Citadel advisors | 200.00 | - | 200.00 | $3.69K |
Sold Out
Holder | Change |
---|---|
Magnus financial group | -12.37K |
Punch & associates investment management | -15.81K |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 28 | 3.70% | 920,146 | -30.30% | 12 | 3.75% | 10 | 66.67% | 8 | -27.27% |
Jun 30, 2024 | 27 | 3.85% | 1,320,201 | -25.36% | 18 | 3.00% | 6 | -45.45% | 11 | 37.50% |
Mar 31, 2024 | 26 | -10.34% | 1,768,744 | -0.84% | 24 | 4.00% | 11 | - | 8 | - |
Dec 31, 2023 | 29 | 11.54% | 1,783,731 | -4.78% | 24 | 3.64% | 11 | 10.00% | 8 | - |
Sep 30, 2023 | 26 | - | 1,873,264 | -4.00% | 26 | 3.52% | 10 | -41.18% | 8 | 166.67% |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Jul 11, 2024 | FARRELL PATRICK JOSEPH | Chief Financial Officer | Buy | $12.23K |
Feb 26, 2024 | Staggs Dana | President | Buy | $1.85K |
Oct 06, 2023 | Emrich John Scott | - | Buy | $130.03K |
May 05, 2023 | Arnold Guy M | - | Buy | $44.97K |
May 04, 2023 | Bhonsle Sanjai | CEO | Buy | $28.56K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q3 | 1 | - |
2024 Q1 | 1 | - |
2023 Q4 | 1 | - |
2023 Q2 | 6 | - |
2023 Q1 | 3 | - |
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