Bogota Financial Ownership | Who Owns Bogota Financial?


OverviewRevenueFinancialsChart

Bogota Financial Ownership Summary


Bogota Financial is owned by 8.09% institutional investors, 68.41% insiders, and 23.50% retail investors. M3f is the largest institutional shareholder, holding 3.91% of BSBK shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.11% of its assets in Bogota Financial shares.

BSBK Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockBogota Financial8.09%68.41%23.50%
SectorFinancial Services Stocks 40.08%14.24%45.69%
IndustryRegional Banks Stocks41.99%11.95%46.06%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
M3f496.61K3.91%$3.73M
Vanguard group180.09K1.42%$1.33M
Alliancebernstein130.14K1.02%$976.03K
Geode capital management48.90K0.39%$360.52K
Renaissance37.85K0.30%$283.88K
Bank of america corp /de/31.19K0.24%$209.93K
Northern trust16.30K0.13%$109.69K
Beese fulmer investment management15.35K0.12%$115.13K
Susquehanna group, llp15.21K0.12%$112.07K
Cetera investment advisers15.00K0.12%$112.50K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
M3f496.61K1.08%$3.73M
Alphaq advisors11.85K0.23%$79.76K
Beese fulmer investment management15.35K0.01%$115.13K
Renaissance37.85K0.00%$283.88K
Alliancebernstein130.14K0.00%$976.03K
Cetera investment advisers15.00K0.00%$112.50K
Tower research capital llc (trc)564.000.00%$4.23K
Ubs group2.71K-$20.34K
Wells fargo & company/mn---
Royal bank of canada107.00-$1.00K

Top Buyers

HolderShares% AssetsChange
Susquehanna group, llp15.21K-3.93K
Ubs group2.71K-2.01K
M3f496.61K1.08%1.62K
Tower research capital llc (trc)564.000.00%432.00
Blackrock funding, inc. /de11.14K-65.00

Top Sellers

HolderShares% AssetsChange
Alliancebernstein130.14K0.00%-8.00K
Northern trust16.30K--924.00
Renaissance37.85K0.00%-800.00
Blackrock10.68K--780.00
Vanguard group180.09K--110.00

Sold Out

HolderChange
Qube research-2.00
Wells fargo & company/mn-33.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 202416-1,027,8860.88%812.58%620.00%4-42.86%
Sep 30, 202416-5.88%1,018,8910.68%812.84%525.00%7-
Jun 30, 202416-20.00%995,467-6.13%711.45%4-33.33%6-14.29%
Mar 31, 20242011.11%1,060,4511.19%812.21%6-33.33%740.00%
Dec 31, 202318-1,047,949-0.22%812.73%9-525.00%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv141.31K1.11%-
Vanguard Institutional Extnd Mkt Idx Tr36.49K0.29%-
Fidelity Extended Market Index19.00K0.15%-153.00
iShares Micro-Cap ETF9.36K0.07%-
Fidelity Nasdaq Composite Index8.81K0.07%-
Fidelity Total Market Index8.14K0.06%-
Spartan Total Market Index Pool E6.09K0.05%-
Northern Trust Extended Eq Market Idx4.48K0.03%-
NT Ext Equity Mkt Idx Fd - L4.48K0.03%-
Fidelity Series Total Market Index4.29K0.03%-

Recent Insider Transactions


DateNameRoleActivityValue
Aug 02, 2024Masterson John J.-Buy$18.23K
Aug 05, 2024Masterson John J.-Buy$12.78K
Jun 07, 2024Pace Kevin President and CEOBuy$332.50
Jun 05, 2024Pace Kevin President and CEOBuy$80.64
Jun 07, 2024Pace Kevin President and CEOBuy$337.50

Insider Transactions Trends


DateBuySell
2024 Q32-
2024 Q26-
2024 Q118-
2023 Q45-
2023 Q314-

BSBK Ownership FAQ


Who Owns Bogota Financial?

Bogota Financial shareholders are primarily institutional investors at 8.09%, followed by 68.41% insiders and 23.50% retail investors. The average institutional ownership in Bogota Financial's industry, Regional Banks Stocks, is 41.99%, which Bogota Financial falls below.

Who owns the most shares of Bogota Financial?

Bogota Financial’s largest shareholders are M3f (496.6K shares, 3.91%), Vanguard group (180.09K shares, 1.42%), and Alliancebernstein (130.14K shares, 1.02%). Together, they hold 6.35% of Bogota Financial’s total shares outstanding.

Does Blackrock own Bogota Financial?

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

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

M3f is Bogota Financial’s biggest shareholder by percentage of total assets invested, with 1.08% of its assets in 496.6K Bogota Financial shares, valued at 3.72M$.

Who is the top mutual fund holder of Bogota Financial shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Bogota Financial shares, with 1.11% of its total shares outstanding invested in 141.3K Bogota Financial shares.

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