ArrowMark Financial Ownership | Who Owns ArrowMark Financial?


OverviewForecastChart

ArrowMark Financial Ownership Summary


ArrowMark Financial is owned by 13.86% institutional investors, 0.08% insiders, and 86.06% retail investors. Greenwich investment management is the largest institutional shareholder, holding 4.21% of BANX shares.

BANX Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockArrowMark Financial13.86%0.08%86.06%
SectorFinancial Services Stocks 51.64%15.54%32.82%
IndustryAsset Management Stocks50.65%9.51%39.84%

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 colorado196.89K2.76%$4.12M
Raymond james financial177.66K2.49%$3.72M
Stifel financial167.71K2.36%$3.52M
Advisor group80.07K1.13%$1.68M
Round rock advisors42.70K0.60%$895.93K
Bard associates41.03K0.58%$858.86K
Capital investment advisors27.50K0.39%$575.49K
Oppenheimer23.93K0.34%$502.08K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Greenwich investment management299.27K5.05%$5.52M
Bard associates41.03K0.28%$858.86K
Catalina capital group15.68K0.22%$328.14K
Round rock advisors42.70K0.18%$895.93K
Arrowmark colorado196.89K0.07%$4.12M
Falcon wealth planning18.86K0.04%$395.76K
Oxbow advisors10.99K0.03%$230.02K
Capital investment advisors27.50K0.01%$575.49K
Oppenheimer23.93K0.01%$502.08K
Caldwell sutter capital693.000.01%$14.50K

Top Buyers

HolderShares% AssetsChange
Round rock advisors42.70K0.18%42.70K
Marshall wace, llp18.42K0.00%18.42K
Raymond james financial services advisors244.14K0.01%14.99K
Stifel financial167.71K0.00%6.68K
Catalina capital group15.68K0.22%5.35K

Top Sellers

HolderShares% AssetsChange
Beacon pointe advisors---57.01K
Greenwich investment management299.27K5.05%-18.98K
Punch & associates investment management---15.81K
Hrt financial lp---15.00K
Magnus financial group---12.37K

New Positions

HolderShares% AssetsChangeValue
Round rock advisors42.70K0.18%42.70K$895.93K
Marshall wace, llp18.42K0.00%18.42K$385.59K
Citadel advisors200.00-200.00$3.69K
Creekmur asset management10.00-10.00$212.00

Sold Out

HolderChange
Farther finance advisors-1.00
Tower research capital llc (trc)-130.00
Pathway financial advisers-750.00
Ridgewood investments-800.00
Ubs group-1.34K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 202532-3.03%987,784-5.80%136.40%1362.50%1110.00%
Mar 31, 20251-96.97%14,442-98.47%-0.12%1-93.33%--100.00%
Dec 31, 20243210.34%931,8091.21%137.82%1427.27%7-12.50%
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%

Recent Insider Transactions


DateNameRoleActivityValue
Apr 09, 2025Staggs Dana PresidentBuy$2.74K
Mar 31, 2025Emrich John Scott-Sell$21.01K
Mar 14, 2025FARRELL PATRICK JOSEPH Chief Financial OfficerBuy$24.20K
Mar 07, 2025FARRELL PATRICK JOSEPH Chief Financial OfficerBuy$21.20K
Feb 19, 2025Emrich John Scott-Sell$10.60K

Insider Transactions Trends


DateBuySell
2025 Q21-
2025 Q123
2024 Q31-
2024 Q11-
2023 Q41-

BANX Ownership FAQ


Who Owns ArrowMark Financial?

ArrowMark Financial shareholders are primarily institutional investors at 13.86%, followed by 0.08% insiders and 86.06% retail investors. The average institutional ownership in ArrowMark Financial's industry, Asset Management Stocks, is 50.65%, 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 (196.89K shares, 2.76%). Together, they hold 10.40% 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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