ArrowMark Financial Ownership 2024 | Who Owns ArrowMark Financial Now?
Institutional Ownership
11.94%
Insider Ownership
0.08%
Retail Ownership
87.98%
Institutional Holders
16.00
ArrowMark Financial Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
ARROWMARK COLORADO HOLDINGS LLC | 6.28% | 0.10% | 446,677 | 1,101 | 0.25% | 8,504,730 | Mar 31, 2024 |
GREENWICH INVESTMENT MANAGEMENT, INC. | 4.47% | 4.76% | 318,250 | 3,274 | 1.04% | 6,059,000 | Mar 31, 2024 |
ADVISOR GROUP HOLDINGS, INC. | 3.93% | 0.01% | 279,314 | 12,071 | 4.52% | 5,305,575,000 | Mar 31, 2024 |
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 3.22% | 0.01% | 229,144 | 7,110 | 3.20% | 4,352,591 | Mar 31, 2024 |
STIFEL FINANCIAL CORP | 2.77% | 0.00% | 197,332 | 2,982 | 1.53% | 3,748,345 | Mar 31, 2024 |
BEACON POINTE ADVISORS, LLC | 0.84% | 0.01% | 59,622 | -900 | -1.49% | 1,132,520 | Mar 31, 2024 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 0.76% | 0.06% | 54,000 | -19,897 | -26.93% | 1,025,730,000 | Mar 31, 2024 |
BARD ASSOCIATES INC | 0.60% | 0.29% | 42,610 | -1,080 | -2.47% | 809,378 | Mar 31, 2024 |
CAPITAL INVESTMENT ADVISORS, LLC | 0.47% | 0.01% | 33,250 | 1,000 | 3.10% | 631,584 | Mar 31, 2024 |
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.28% | 0.00% | 19,899 | -574 | -2.80% | 378,000 | Mar 31, 2024 |
CITADEL ADVISORS LLC | 0.25% | 0.00% | 17,991 | 5,476 | 43.76% | 342,549 | Mar 31, 2024 |
OPPENHEIMER & CO INC | 0.25% | 0.01% | 17,902 | 17,902 | 100.00% | 340,048 | Mar 31, 2024 |
MAGNUS FINANCIAL GROUP LLC | 0.17% | 0.03% | 12,077 | 631 | 5.51% | 229,402 | Mar 31, 2024 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.16% | - | 11,300 | 11,300 | 100.00% | 215,152 | Mar 31, 2024 |
OXBOW ADVISORS, LLC | 0.16% | 0.03% | 11,220 | -7,748 | -40.85% | 213,124 | Mar 31, 2024 |
MORGAN STANLEY | 0.16% | - | 11,100 | -141 | -1.25% | 210,854 | Mar 31, 2024 |
ROYAL BANK OF CANADA | 0.07% | - | 4,731 | - | - | 90,000 | Mar 31, 2024 |
BANK OF AMERICA CORP /DE/ | 0.06% | - | 4,550 | - | - | 86,427,000 | Mar 31, 2024 |
UMB BANK, N.A. | 0.04% | 0.00% | 2,700 | - | - | 51,287 | Mar 31, 2024 |
CALDWELL SUTTER CAPITAL, INC. | 0.02% | 0.02% | 1,741 | -300 | -14.70% | 33,070 | Mar 31, 2024 |
ArrowMark Financial's largest institutional shareholder is ARROWMARK COLORADO HOLDINGS LLC, holding 6.28% of the company's total share outstanding, currently valued at $8.50M. The top 10 institutional shareholders own together 23.62% of the company.
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
GREENWICH INVESTMENT MANAGEMENT, INC. | 4.47% | 4.76% | 318,250 | 3,274 | 1.04% | 6,059,000 | Mar 31, 2024 |
BARD ASSOCIATES INC | 0.60% | 0.29% | 42,610 | -1,080 | -2.47% | 809,378 | Mar 31, 2024 |
ARROWMARK COLORADO HOLDINGS LLC | 6.28% | 0.10% | 446,677 | 1,101 | 0.25% | 8,504,730 | Mar 31, 2024 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 0.76% | 0.06% | 54,000 | -19,897 | -26.93% | 1,025,730,000 | Mar 31, 2024 |
OXBOW ADVISORS, LLC | 0.16% | 0.03% | 11,220 | -7,748 | -40.85% | 213,124 | Mar 31, 2024 |
MAGNUS FINANCIAL GROUP LLC | 0.17% | 0.03% | 12,077 | 631 | 5.51% | 229,402 | Mar 31, 2024 |
CALDWELL SUTTER CAPITAL, INC. | 0.02% | 0.02% | 1,741 | -300 | -14.70% | 33,070 | Mar 31, 2024 |
CAPITAL INVESTMENT ADVISORS, LLC | 0.47% | 0.01% | 33,250 | 1,000 | 3.10% | 631,584 | Mar 31, 2024 |
BEACON POINTE ADVISORS, LLC | 0.84% | 0.01% | 59,622 | -900 | -1.49% | 1,132,520 | Mar 31, 2024 |
ADVISOR GROUP HOLDINGS, INC. | 3.93% | 0.01% | 279,314 | 12,071 | 4.52% | 5,305,575,000 | Mar 31, 2024 |
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 3.22% | 0.01% | 229,144 | 7,110 | 3.20% | 4,352,591 | Mar 31, 2024 |
OPPENHEIMER & CO INC | 0.25% | 0.01% | 17,902 | 17,902 | 100.00% | 340,048 | Mar 31, 2024 |
STIFEL FINANCIAL CORP | 2.77% | 0.00% | 197,332 | 2,982 | 1.53% | 3,748,345 | Mar 31, 2024 |
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.28% | 0.00% | 19,899 | -574 | -2.80% | 378,000 | Mar 31, 2024 |
UMB BANK, N.A. | 0.04% | 0.00% | 2,700 | - | - | 51,287 | Mar 31, 2024 |
SOUND INCOME STRATEGIES, LLC | 0.01% | 0.00% | 450 | - | - | 8,549,000 | Mar 31, 2024 |
CITADEL ADVISORS LLC | 0.25% | 0.00% | 17,991 | 5,476 | 43.76% | 342,549 | Mar 31, 2024 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.16% | - | 11,300 | 11,300 | 100.00% | 215,152 | Mar 31, 2024 |
ALLWORTH FINANCIAL LP | 0.00% | - | 200 | - | - | 3,799,000 | Mar 31, 2024 |
ROYAL BANK OF CANADA | 0.07% | - | 4,731 | - | - | 90,000 | Mar 31, 2024 |
The largest ArrowMark Financial shareholder by % of total assets is GREENWICH INVESTMENT MANAGEMENT, INC.. The company owns 318.25K shares of ArrowMark Financial (BANX), representing 4.76% of its total assets.
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
OPPENHEIMER & CO INC | 0.25% | 0.01% | 17,902 | 17,902 | 100.00% | 340,048 | Mar 31, 2024 |
ADVISOR GROUP HOLDINGS, INC. | 3.93% | 0.01% | 279,314 | 12,071 | 4.52% | 5,305,575,000 | Mar 31, 2024 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.16% | - | 11,300 | 11,300 | 100.00% | 215,152 | Mar 31, 2024 |
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 3.22% | 0.01% | 229,144 | 7,110 | 3.20% | 4,352,591 | Mar 31, 2024 |
CITADEL ADVISORS LLC | 0.25% | 0.00% | 17,991 | 5,476 | 43.76% | 342,549 | Mar 31, 2024 |
GREENWICH INVESTMENT MANAGEMENT, INC. | 4.47% | 4.76% | 318,250 | 3,274 | 1.04% | 6,059,000 | Mar 31, 2024 |
STIFEL FINANCIAL CORP | 2.77% | 0.00% | 197,332 | 2,982 | 1.53% | 3,748,345 | Mar 31, 2024 |
ARROWMARK COLORADO HOLDINGS LLC | 6.28% | 0.10% | 446,677 | 1,101 | 0.25% | 8,504,730 | Mar 31, 2024 |
WELLS FARGO & COMPANY/MN | 0.02% | - | 1,084 | 1,083 | 108300.00% | 20,588,000 | Mar 31, 2024 |
CAPITAL INVESTMENT ADVISORS, LLC | 0.47% | 0.01% | 33,250 | 1,000 | 3.10% | 631,584 | Mar 31, 2024 |
MAGNUS FINANCIAL GROUP LLC | 0.17% | 0.03% | 12,077 | 631 | 5.51% | 229,402 | Mar 31, 2024 |
BANK OF AMERICA CORP /DE/ | 0.06% | - | 4,550 | - | - | 86,427,000 | Mar 31, 2024 |
ROYAL BANK OF CANADA | 0.07% | - | 4,731 | - | - | 90,000 | Mar 31, 2024 |
ALLWORTH FINANCIAL LP | 0.00% | - | 200 | - | - | 3,799,000 | Mar 31, 2024 |
SOUND INCOME STRATEGIES, LLC | 0.01% | 0.00% | 450 | - | - | 8,549,000 | Mar 31, 2024 |
UMB BANK, N.A. | 0.04% | 0.00% | 2,700 | - | - | 51,287 | Mar 31, 2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | - | - | - | -61 | -100.00% | - | Mar 31, 2024 |
UBS GROUP AG | 0.01% | - | 550 | -120 | -17.91% | 10,447 | Mar 31, 2024 |
MORGAN STANLEY | 0.16% | - | 11,100 | -141 | -1.25% | 210,854 | Mar 31, 2024 |
CALDWELL SUTTER CAPITAL, INC. | 0.02% | 0.02% | 1,741 | -300 | -14.70% | 33,070 | Mar 31, 2024 |
As of Mar 31 2024, ArrowMark Financial's largest institutional buyer is OPPENHEIMER & CO INC. The company purchased 17.90K stocks of BANX, valued at $340.05K.
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | - | - | - | -73,897 | -100.00% | - | Mar 31, 2024 |
PNC FINANCIAL SERVICES GROUP, INC. | - | - | - | -26,000 | -100.00% | - | Mar 31, 2024 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 0.76% | 0.06% | 54,000 | -19,897 | -26.93% | 1,025,730,000 | Mar 31, 2024 |
RMB CAPITAL MANAGEMENT, LLC | - | - | - | -10,244 | -100.00% | - | Mar 31, 2024 |
OXBOW ADVISORS, LLC | 0.16% | 0.03% | 11,220 | -7,748 | -40.85% | 213,124 | Mar 31, 2024 |
BARD ASSOCIATES INC | 0.60% | 0.29% | 42,610 | -1,080 | -2.47% | 809,378 | Mar 31, 2024 |
BEACON POINTE ADVISORS, LLC | 0.84% | 0.01% | 59,622 | -900 | -1.49% | 1,132,520 | Mar 31, 2024 |
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.28% | 0.00% | 19,899 | -574 | -2.80% | 378,000 | Mar 31, 2024 |
CALDWELL SUTTER CAPITAL, INC. | 0.02% | 0.02% | 1,741 | -300 | -14.70% | 33,070 | Mar 31, 2024 |
MORGAN STANLEY | 0.16% | - | 11,100 | -141 | -1.25% | 210,854 | Mar 31, 2024 |
UBS GROUP AG | 0.01% | - | 550 | -120 | -17.91% | 10,447 | Mar 31, 2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | - | - | - | -61 | -100.00% | - | Mar 31, 2024 |
UMB BANK, N.A. | 0.04% | 0.00% | 2,700 | - | - | 51,287 | Mar 31, 2024 |
SOUND INCOME STRATEGIES, LLC | 0.01% | 0.00% | 450 | - | - | 8,549,000 | Mar 31, 2024 |
ALLWORTH FINANCIAL LP | 0.00% | - | 200 | - | - | 3,799,000 | Mar 31, 2024 |
ROYAL BANK OF CANADA | 0.07% | - | 4,731 | - | - | 90,000 | Mar 31, 2024 |
BANK OF AMERICA CORP /DE/ | 0.06% | - | 4,550 | - | - | 86,427,000 | Mar 31, 2024 |
MAGNUS FINANCIAL GROUP LLC | 0.17% | 0.03% | 12,077 | 631 | 5.51% | 229,402 | Mar 31, 2024 |
CAPITAL INVESTMENT ADVISORS, LLC | 0.47% | 0.01% | 33,250 | 1,000 | 3.10% | 631,584 | Mar 31, 2024 |
WELLS FARGO & COMPANY/MN | 0.02% | - | 1,084 | 1,083 | 108300.00% | 20,588,000 | Mar 31, 2024 |
As of Mar 31 2024, ArrowMark Financial's biggest institutional seller is PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.. The company sold -73.90K shares of BANX, valued at -.
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
OPPENHEIMER & CO INC | 0.25% | 0.01% | 17,902 | 17,902 | 100.00% | 340,048 | Mar 31, 2024 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.16% | - | 11,300 | 11,300 | 100.00% | 215,152 | Mar 31, 2024 |
ArrowMark Financial's largest new institutional shareholder by number of shares is OPPENHEIMER & CO INC, purchased 17.90K shares, valued at $340.05K, as of undefined.
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | - | - | - | -73,897 | -100.00% | - | Mar 31, 2024 |
PNC FINANCIAL SERVICES GROUP, INC. | - | - | - | -26,000 | -100.00% | - | Mar 31, 2024 |
RMB CAPITAL MANAGEMENT, LLC | - | - | - | -10,244 | -100.00% | - | Mar 31, 2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | - | - | - | -61 | -100.00% | - | Mar 31, 2024 |
ArrowMark Financial's largest sold out institutional shareholder by shares sold is PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC., sold -73.90K shares, valued at -, as of undefined.
ArrowMark Financial Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
DIREXION FUNDS | 0.02% | 22,300 | - | - | Feb 29, 2024 |
NORTHERN FUNDS | 0.00% | 3,007 | - | - | Dec 29, 2023 |
ArrowMark Financial's largest mutual fund holder by % of total assets is "DIREXION FUNDS", owning 22.30K shares, compromising 0.02% of its total assets.
ArrowMark Financial Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
31 Mar, 24 | 16 | -42.86% |
31 Dec, 23 | 28 | 12.00% |
30 Sep, 23 | 25 | -3.85% |
30 Jun, 23 | 26 | -13.33% |
31 Mar, 23 | 30 | - |
31 Dec, 22 | 30 | - |
30 Sep, 22 | 30 | 7.14% |
30 Jun, 22 | 28 | -6.67% |
31 Mar, 22 | 30 | -6.25% |
31 Dec, 21 | 32 | 6.67% |
30 Sep, 21 | 30 | -9.09% |
30 Jun, 21 | 33 | 6.45% |
31 Mar, 21 | 31 | -8.82% |
31 Dec, 20 | 34 | -8.11% |
30 Sep, 20 | 37 | - |
30 Jun, 20 | 37 | -2.63% |
31 Mar, 20 | 38 | -13.64% |
31 Dec, 19 | 44 | 18.92% |
30 Sep, 19 | 37 | 12.12% |
30 Jun, 19 | 33 | - |
31 Mar, 19 | 33 | - |
31 Dec, 18 | 33 | -5.71% |
30 Sep, 18 | 35 | 2.94% |
30 Jun, 18 | 34 | 9.68% |
31 Mar, 18 | 31 | -6.06% |
31 Dec, 17 | 33 | 22.22% |
30 Sep, 17 | 27 | - |
30 Jun, 17 | 27 | -3.57% |
31 Mar, 17 | 28 | - |
31 Dec, 16 | 28 | 21.74% |
30 Sep, 16 | 23 | 4.55% |
30 Jun, 16 | 22 | - |
31 Mar, 16 | 22 | 29.41% |
31 Dec, 15 | 17 | 6.25% |
30 Sep, 15 | 16 | -5.88% |
30 Jun, 15 | 17 | 6.25% |
31 Mar, 15 | 16 | -5.88% |
31 Dec, 14 | 17 | -5.56% |
30 Sep, 14 | 18 | 38.46% |
30 Jun, 14 | 13 | -7.14% |
31 Mar, 14 | 14 | 16.67% |
31 Dec, 13 | 12 | - |
As of 31 Mar 24, 16 institutions are holding ArrowMark Financial's shares, representing a decrease of -42.86% compared to the previous quarter.
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
31 Mar, 24 | 849,473 | -52.36% |
31 Dec, 23 | 1,782,981 | -4.78% |
30 Sep, 23 | 1,872,514 | -4.04% |
30 Jun, 23 | 1,951,324 | 2.55% |
31 Mar, 23 | 1,902,726 | 2.78% |
31 Dec, 22 | 1,851,265 | 1.29% |
30 Sep, 22 | 1,827,709 | -4.67% |
30 Jun, 22 | 1,917,246 | 0.81% |
31 Mar, 22 | 1,901,765 | -2.99% |
31 Dec, 21 | 1,960,280 | 12.95% |
30 Sep, 21 | 1,735,488 | 26.49% |
30 Jun, 21 | 1,372,011 | 0.21% |
31 Mar, 21 | 1,369,069 | -12.62% |
31 Dec, 20 | 1,566,814 | -14.84% |
30 Sep, 20 | 1,839,955 | 3.61% |
30 Jun, 20 | 1,775,793 | 3.52% |
31 Mar, 20 | 1,715,371 | -2.40% |
31 Dec, 19 | 1,757,564 | -3.78% |
30 Sep, 19 | 1,826,596 | 3.87% |
30 Jun, 19 | 1,758,566 | 2.06% |
31 Mar, 19 | 1,723,001 | 4.25% |
31 Dec, 18 | 1,652,771 | -3.75% |
30 Sep, 18 | 1,717,184 | -1.94% |
30 Jun, 18 | 1,751,200 | -6.63% |
31 Mar, 18 | 1,875,592 | -8.64% |
31 Dec, 17 | 2,053,044 | -4.66% |
30 Sep, 17 | 2,153,391 | -4.30% |
30 Jun, 17 | 2,250,082 | -2.55% |
31 Mar, 17 | 2,309,069 | -0.72% |
31 Dec, 16 | 2,325,784 | 13.53% |
30 Sep, 16 | 2,048,526 | 7.93% |
30 Jun, 16 | 1,898,081 | 6.79% |
31 Mar, 16 | 1,777,362 | -1.21% |
31 Dec, 15 | 1,799,215 | 10.66% |
30 Sep, 15 | 1,625,933 | -2.81% |
30 Jun, 15 | 1,672,874 | 6.25% |
31 Mar, 15 | 1,574,439 | 12.17% |
31 Dec, 14 | 1,403,651 | 63.18% |
30 Sep, 14 | 860,204 | -1.17% |
30 Jun, 14 | 870,387 | 4.70% |
31 Mar, 14 | 831,287 | 42.03% |
31 Dec, 13 | 585,272 | - |
ArrowMark Financial (BANX) has 849.47K shares outstanding as of 31 Mar 24, down -52.36% compared to the previous quarter.
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
31 Mar, 24 | 11.94% | 1.92% |
31 Dec, 23 | 24.92% | 3.64% |
30 Sep, 23 | 26.17% | 3.52% |
30 Jun, 23 | 27.27% | 3.86% |
31 Mar, 23 | 26.59% | 3.97% |
31 Dec, 22 | 25.88% | 4.25% |
30 Sep, 22 | 24.68% | 3.97% |
30 Jun, 22 | 24.94% | 4.01% |
31 Mar, 22 | 24.94% | 3.14% |
31 Dec, 21 | 28.17% | 4.49% |
30 Sep, 21 | 25.04% | 5.86% |
30 Jun, 21 | 20.67% | 4.66% |
31 Mar, 21 | 21.06% | 3.73% |
31 Dec, 20 | 23.76% | 3.00% |
30 Sep, 20 | 28.14% | 3.85% |
30 Jun, 20 | 27.04% | 3.96% |
31 Mar, 20 | 26.14% | 3.64% |
31 Dec, 19 | 26.79% | 3.56% |
30 Sep, 19 | 27.43% | 3.81% |
30 Jun, 19 | 26.82% | 3.89% |
31 Mar, 19 | 26.26% | 4.41% |
31 Dec, 18 | 24.41% | 3.70% |
30 Sep, 18 | 25.68% | 3.74% |
30 Jun, 18 | 26.19% | 3.24% |
31 Mar, 18 | 28.42% | 2.88% |
31 Dec, 17 | 31.42% | 2.92% |
30 Sep, 17 | 32.81% | 2.81% |
30 Jun, 17 | 34.18% | 2.73% |
31 Mar, 17 | 35.40% | 2.79% |
31 Dec, 16 | 35.63% | 3.54% |
30 Sep, 16 | 31.74% | 3.77% |
30 Jun, 16 | 29.03% | 3.56% |
31 Mar, 16 | 28.57% | 3.74% |
31 Dec, 15 | 27.63% | 4.48% |
30 Sep, 15 | 24.83% | 3.80% |
30 Jun, 15 | 25.55% | 3.39% |
31 Mar, 15 | 27.44% | 4.59% |
31 Dec, 14 | 24.46% | 10.89% |
30 Sep, 14 | 14.99% | 6.52% |
30 Jun, 14 | 15.17% | 7.23% |
31 Mar, 14 | 14.49% | 13.93% |
31 Dec, 13 | 10.20% | - |
As of 31 Mar 24, ArrowMark Financial is held by 11.94% institutional shareholders, representing a 1.92% growth compared to 31 Dec 23.
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
31 Mar, 24 | 8 | -27.27% |
31 Dec, 23 | 11 | 22.22% |
30 Sep, 23 | 9 | -47.06% |
30 Jun, 23 | 17 | 41.67% |
31 Mar, 23 | 12 | -20.00% |
31 Dec, 22 | 15 | 25.00% |
30 Sep, 22 | 12 | -20.00% |
30 Jun, 22 | 15 | 66.67% |
31 Mar, 22 | 9 | -10.00% |
31 Dec, 21 | 10 | 42.86% |
30 Sep, 21 | 7 | -58.82% |
30 Jun, 21 | 17 | 21.43% |
31 Mar, 21 | 14 | 7.69% |
31 Dec, 20 | 13 | 8.33% |
30 Sep, 20 | 12 | -20.00% |
30 Jun, 20 | 15 | -11.76% |
31 Mar, 20 | 17 | -19.05% |
31 Dec, 19 | 21 | 40.00% |
30 Sep, 19 | 15 | 36.36% |
30 Jun, 19 | 11 | -26.67% |
31 Mar, 19 | 15 | 7.14% |
31 Dec, 18 | 14 | -30.00% |
30 Sep, 18 | 20 | 17.65% |
30 Jun, 18 | 17 | - |
31 Mar, 18 | 17 | 6.25% |
31 Dec, 17 | 16 | 45.45% |
30 Sep, 17 | 11 | 10.00% |
30 Jun, 17 | 10 | -16.67% |
31 Mar, 17 | 12 | -25.00% |
31 Dec, 16 | 16 | 23.08% |
30 Sep, 16 | 13 | 8.33% |
30 Jun, 16 | 12 | 9.09% |
31 Mar, 16 | 11 | 120.00% |
31 Dec, 15 | 5 | - |
30 Sep, 15 | 5 | -44.44% |
30 Jun, 15 | 9 | -18.18% |
31 Mar, 15 | 11 | -21.43% |
31 Dec, 14 | 14 | 75.00% |
30 Sep, 14 | 8 | 14.29% |
30 Jun, 14 | 7 | 16.67% |
31 Mar, 14 | 6 | -50.00% |
31 Dec, 13 | 12 | - |
8 institutional shareholders have increased their position in BANX stock as of 31 Mar 24 compared to 11 in the previous quarter (a -27.27% decrease).
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
31 Mar, 24 | 5 | -37.50% |
31 Dec, 23 | 8 | - |
30 Sep, 23 | 8 | 166.67% |
30 Jun, 23 | 3 | -70.00% |
31 Mar, 23 | 10 | 66.67% |
31 Dec, 22 | 6 | -33.33% |
30 Sep, 22 | 9 | 350.00% |
30 Jun, 22 | 2 | -75.00% |
31 Mar, 22 | 8 | -27.27% |
31 Dec, 21 | 11 | 10.00% |
30 Sep, 21 | 10 | 42.86% |
30 Jun, 21 | 7 | -30.00% |
31 Mar, 21 | 10 | -23.08% |
31 Dec, 20 | 13 | 18.18% |
30 Sep, 20 | 11 | - |
30 Jun, 20 | 11 | -8.33% |
31 Mar, 20 | 12 | -14.29% |
31 Dec, 19 | 14 | - |
30 Sep, 19 | 14 | 16.67% |
30 Jun, 19 | 12 | - |
31 Mar, 19 | 12 | - |
31 Dec, 18 | 12 | 20.00% |
30 Sep, 18 | 10 | -16.67% |
30 Jun, 18 | 12 | 9.09% |
31 Mar, 18 | 11 | -15.38% |
31 Dec, 17 | 13 | -7.14% |
30 Sep, 17 | 14 | 16.67% |
30 Jun, 17 | 12 | 9.09% |
31 Mar, 17 | 11 | 57.14% |
31 Dec, 16 | 7 | 75.00% |
30 Sep, 16 | 4 | - |
30 Jun, 16 | 4 | -55.56% |
31 Mar, 16 | 9 | -10.00% |
31 Dec, 15 | 10 | 25.00% |
30 Sep, 15 | 8 | 33.33% |
30 Jun, 15 | 6 | 200.00% |
31 Mar, 15 | 2 | - |
31 Dec, 14 | - | -100.00% |
30 Sep, 14 | 5 | 25.00% |
30 Jun, 14 | 4 | - |
31 Mar, 14 | 4 | - |
31 Dec, 13 | - | - |
5 institutional shareholders have reduced their position in BANX stock as of 31 Mar 24 compared to 8 in the previous quarter (a -37.50% decrease).
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
31 Mar, 24 | 16 | -42.86% | 849,473 | -52.36% | 11.94% | 1.92% | 8 | -27.27% | 5 | -37.50% |
31 Dec, 23 | 28 | 12.00% | 1,782,981 | -4.78% | 24.92% | 3.64% | 11 | 22.22% | 8 | - |
30 Sep, 23 | 25 | -3.85% | 1,872,514 | -4.04% | 26.17% | 3.52% | 9 | -47.06% | 8 | 166.67% |
30 Jun, 23 | 26 | -13.33% | 1,951,324 | 2.55% | 27.27% | 3.86% | 17 | 41.67% | 3 | -70.00% |
31 Mar, 23 | 30 | - | 1,902,726 | 2.78% | 26.59% | 3.97% | 12 | -20.00% | 10 | 66.67% |
31 Dec, 22 | 30 | - | 1,851,265 | 1.29% | 25.88% | 4.25% | 15 | 25.00% | 6 | -33.33% |
30 Sep, 22 | 30 | 7.14% | 1,827,709 | -4.67% | 24.68% | 3.97% | 12 | -20.00% | 9 | 350.00% |
30 Jun, 22 | 28 | -6.67% | 1,917,246 | 0.81% | 24.94% | 4.01% | 15 | 66.67% | 2 | -75.00% |
31 Mar, 22 | 30 | -6.25% | 1,901,765 | -2.99% | 24.94% | 3.14% | 9 | -10.00% | 8 | -27.27% |
31 Dec, 21 | 32 | 6.67% | 1,960,280 | 12.95% | 28.17% | 4.49% | 10 | 42.86% | 11 | 10.00% |
30 Sep, 21 | 30 | -9.09% | 1,735,488 | 26.49% | 25.04% | 5.86% | 7 | -58.82% | 10 | 42.86% |
30 Jun, 21 | 33 | 6.45% | 1,372,011 | 0.21% | 20.67% | 4.66% | 17 | 21.43% | 7 | -30.00% |
31 Mar, 21 | 31 | -8.82% | 1,369,069 | -12.62% | 21.06% | 3.73% | 14 | 7.69% | 10 | -23.08% |
31 Dec, 20 | 34 | -8.11% | 1,566,814 | -14.84% | 23.76% | 3.00% | 13 | 8.33% | 13 | 18.18% |
30 Sep, 20 | 37 | - | 1,839,955 | 3.61% | 28.14% | 3.85% | 12 | -20.00% | 11 | - |
30 Jun, 20 | 37 | -2.63% | 1,775,793 | 3.52% | 27.04% | 3.96% | 15 | -11.76% | 11 | -8.33% |
31 Mar, 20 | 38 | -13.64% | 1,715,371 | -2.40% | 26.14% | 3.64% | 17 | -19.05% | 12 | -14.29% |
31 Dec, 19 | 44 | 18.92% | 1,757,564 | -3.78% | 26.79% | 3.56% | 21 | 40.00% | 14 | - |
30 Sep, 19 | 37 | 12.12% | 1,826,596 | 3.87% | 27.43% | 3.81% | 15 | 36.36% | 14 | 16.67% |
30 Jun, 19 | 33 | - | 1,758,566 | 2.06% | 26.82% | 3.89% | 11 | -26.67% | 12 | - |
31 Mar, 19 | 33 | - | 1,723,001 | 4.25% | 26.26% | 4.41% | 15 | 7.14% | 12 | - |
31 Dec, 18 | 33 | -5.71% | 1,652,771 | -3.75% | 24.41% | 3.70% | 14 | -30.00% | 12 | 20.00% |
30 Sep, 18 | 35 | 2.94% | 1,717,184 | -1.94% | 25.68% | 3.74% | 20 | 17.65% | 10 | -16.67% |
30 Jun, 18 | 34 | 9.68% | 1,751,200 | -6.63% | 26.19% | 3.24% | 17 | - | 12 | 9.09% |
31 Mar, 18 | 31 | -6.06% | 1,875,592 | -8.64% | 28.42% | 2.88% | 17 | 6.25% | 11 | -15.38% |
31 Dec, 17 | 33 | 22.22% | 2,053,044 | -4.66% | 31.42% | 2.92% | 16 | 45.45% | 13 | -7.14% |
30 Sep, 17 | 27 | - | 2,153,391 | -4.30% | 32.81% | 2.81% | 11 | 10.00% | 14 | 16.67% |
30 Jun, 17 | 27 | -3.57% | 2,250,082 | -2.55% | 34.18% | 2.73% | 10 | -16.67% | 12 | 9.09% |
31 Mar, 17 | 28 | - | 2,309,069 | -0.72% | 35.40% | 2.79% | 12 | -25.00% | 11 | 57.14% |
31 Dec, 16 | 28 | 21.74% | 2,325,784 | 13.53% | 35.63% | 3.54% | 16 | 23.08% | 7 | 75.00% |
30 Sep, 16 | 23 | 4.55% | 2,048,526 | 7.93% | 31.74% | 3.77% | 13 | 8.33% | 4 | - |
30 Jun, 16 | 22 | - | 1,898,081 | 6.79% | 29.03% | 3.56% | 12 | 9.09% | 4 | -55.56% |
31 Mar, 16 | 22 | 29.41% | 1,777,362 | -1.21% | 28.57% | 3.74% | 11 | 120.00% | 9 | -10.00% |
31 Dec, 15 | 17 | 6.25% | 1,799,215 | 10.66% | 27.63% | 4.48% | 5 | - | 10 | 25.00% |
30 Sep, 15 | 16 | -5.88% | 1,625,933 | -2.81% | 24.83% | 3.80% | 5 | -44.44% | 8 | 33.33% |
30 Jun, 15 | 17 | 6.25% | 1,672,874 | 6.25% | 25.55% | 3.39% | 9 | -18.18% | 6 | 200.00% |
31 Mar, 15 | 16 | -5.88% | 1,574,439 | 12.17% | 27.44% | 4.59% | 11 | -21.43% | 2 | - |
31 Dec, 14 | 17 | -5.56% | 1,403,651 | 63.18% | 24.46% | 10.89% | 14 | 75.00% | - | -100.00% |
30 Sep, 14 | 18 | 38.46% | 860,204 | -1.17% | 14.99% | 6.52% | 8 | 14.29% | 5 | 25.00% |
30 Jun, 14 | 13 | -7.14% | 870,387 | 4.70% | 15.17% | 7.23% | 7 | 16.67% | 4 | - |
31 Mar, 14 | 14 | 16.67% | 831,287 | 42.03% | 14.49% | 13.93% | 6 | -50.00% | 4 | - |
31 Dec, 13 | 12 | - | 585,272 | - | 10.20% | - | 12 | - | - | - |
ArrowMark Financial Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of ArrowMark Financial's stock was made by Emrich John Scott on Aug 16 2022, selling 475 shares at $19.07 per share (valued at $9.06K). The last insider buy of BANX was made by Staggs Dana on Mar 01 2024, buying 100 shares at $18.50 per share (worth $1.85K).
ArrowMark Financial Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q2 2023 | 1 | - | - |
Q1 2023 | 3 | - | - |
Q4 2022 | 2 | - | - |
Q3 2022 | 3 | 1 | 300.00% |
Q2 2022 | 3 | 1 | 300.00% |
Q1 2022 | 2 | - | - |
Q4 2021 | 2 | - | - |
Q3 2021 | 4 | - | - |
Q2 2021 | 1 | - | - |
Q1 2021 | 4 | 1 | 400.00% |
Q1 2020 | 11 | - | - |
Q3 2017 | 1 | - | - |
Q1 2017 | 2 | - | - |
Q4 2016 | 3 | - | - |
Q2 2016 | 3 | - | - |
Q4 2015 | 1 | - | - |
Q3 2015 | 1 | - | - |
Q2 2015 | 11 | - | - |
Q4 2014 | 4 | - | - |
Q2 2014 | - | - | - |
1 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by ArrowMark Financial's insiders, as of Q2 2023.
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q2 2023 | 1 | - | - |
Q1 2023 | 3 | - | - |
Q4 2022 | 2 | - | - |
Q3 2022 | 3 | 1 | 300.00% |
Q2 2022 | 3 | - | - |
Q1 2022 | 2 | - | - |
Q4 2021 | 2 | - | - |
Q3 2021 | 4 | - | - |
Q2 2021 | 1 | - | - |
Q1 2021 | 4 | 1 | 400.00% |
Q1 2020 | 11 | - | - |
Q3 2017 | 1 | - | - |
Q1 2017 | 2 | - | - |
Q4 2016 | 3 | - | - |
Q2 2016 | 3 | - | - |
Q4 2015 | 1 | - | - |
Q3 2015 | 1 | - | - |
Q2 2015 | 11 | - | - |
Q4 2014 | 4 | - | - |
Q2 2014 | - | - | - |
As of Q2 2023, Insider owners conducted 1 open market buy trades and 0 open market sell trades of ArrowMark Financial's stocks.
BANX Ownership FAQ
Who Owns ArrowMark Financial?
ArrowMark Financial is owned by institutional shareholders (11.94%), insiders (0.08%), and public (87.98%). The largest institutional shareholder of ArrowMark Financial is ARROWMARK COLORADO HOLDINGS LLC (6.28% of total shares) and the top mutual fund owner is DIREXION FUNDS (0.02% of total shares).
Who are the major institutional shareholders of ArrowMark Financial?
ArrowMark Financial's major institutional shareholders are ARROWMARK COLORADO HOLDINGS LLC, GREENWICH INVESTMENT MANAGEMENT, INC., ADVISOR GROUP HOLDINGS, INC., RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC., and STIFEL FINANCIAL CORP. The top five shareholders own together 20.68% of the company's share outstanding.
How many ArrowMark Financial shareholders are there?
As of Mar 2024, there are 16 institutional shareholders of ArrowMark Financial.
What percentage of ArrowMark Financial is owned by ARROWMARK COLORADO HOLDINGS LLC?
ARROWMARK COLORADO HOLDINGS LLC owns 446.68K shares of ArrowMark Financial, representing 6.28% of the company's total shares outstanding, valued at $8.5M (as of Mar 2024).
What percentage of ArrowMark Financial is owned by GREENWICH INVESTMENT MANAGEMENT, INC?
As of Mar 2024, GREENWICH INVESTMENT MANAGEMENT, INC holds 318.25K shares of ArrowMark Financial (BANX), compromising 4.47% of the company, valued at $6.06M.
What percentage of ArrowMark Financial is owned by ADVISOR GROUP HOLDINGS, INC?
ADVISOR GROUP HOLDINGS, INC is the third largest holder of ArrowMark Financial. The company owns 279.31K of the company's shares outstanding (worth $5.31B).