Bogota Financial Ownership | Who Owns Bogota Financial?

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

Type	Name	% Inst	% Insiders	% Retail
Stock	Bogota Financial	8.09%	68.41%	23.50%
Sector	Financial Services Stocks	40.08%	14.24%	45.69%
Industry	Regional Banks Stocks	41.99%	11.95%	46.06%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
M3f	496.61K	3.91%	$3.73M
Vanguard group	180.09K	1.42%	$1.33M
Alliancebernstein	130.14K	1.02%	$976.03K
Geode capital management	48.90K	0.39%	$360.52K
Renaissance	37.85K	0.30%	$283.88K
Bank of america corp /de/	31.19K	0.24%	$209.93K
Northern trust	16.30K	0.13%	$109.69K
Beese fulmer investment management	15.35K	0.12%	$115.13K
Susquehanna group, llp	15.21K	0.12%	$112.07K
Cetera investment advisers	15.00K	0.12%	$112.50K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
M3f	496.61K	1.08%	$3.73M
Alphaq advisors	11.85K	0.23%	$79.76K
Beese fulmer investment management	15.35K	0.01%	$115.13K
Renaissance	37.85K	0.00%	$283.88K
Alliancebernstein	130.14K	0.00%	$976.03K
Cetera investment advisers	15.00K	0.00%	$112.50K
Tower research capital llc (trc)	564.00	0.00%	$4.23K
Ubs group	2.71K	-	$20.34K
Wells fargo & company/mn	-	-	-
Royal bank of canada	107.00	-	$1.00K

Top Buyers

Holder	Shares	% Assets	Change
Susquehanna group, llp	15.21K	-	3.93K
Ubs group	2.71K	-	2.01K
M3f	496.61K	1.08%	1.62K
Tower research capital llc (trc)	564.00	0.00%	432.00
Blackrock funding, inc. /de	11.14K	-	65.00

Top Sellers

Holder	Shares	% Assets	Change
Alliancebernstein	130.14K	0.00%	-8.00K
Northern trust	16.30K	-	-924.00
Renaissance	37.85K	0.00%	-800.00
Blackrock	10.68K	-	-780.00
Vanguard group	180.09K	-	-110.00

Sold Out

Holder	Change
Qube research	-2.00
Wells fargo & company/mn	-33.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	16	-	1,027,886	0.88%	8	12.58%	6	20.00%	4	-42.86%
Sep 30, 2024	16	-5.88%	1,018,891	0.68%	8	12.84%	5	25.00%	7	-
Jun 30, 2024	16	-20.00%	995,467	-6.13%	7	11.45%	4	-33.33%	6	-14.29%
Mar 31, 2024	20	11.11%	1,060,451	1.19%	8	12.21%	6	-33.33%	7	40.00%
Dec 31, 2023	18	-	1,047,949	-0.22%	8	12.73%	9	-	5	25.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	141.31K	1.11%	-
Vanguard Institutional Extnd Mkt Idx Tr	36.49K	0.29%	-
Fidelity Extended Market Index	19.00K	0.15%	-153.00
iShares Micro-Cap ETF	9.36K	0.07%	-
Fidelity Nasdaq Composite Index	8.81K	0.07%	-
Fidelity Total Market Index	8.14K	0.06%	-
Spartan Total Market Index Pool E	6.09K	0.05%	-
Northern Trust Extended Eq Market Idx	4.48K	0.03%	-
NT Ext Equity Mkt Idx Fd - L	4.48K	0.03%	-
Fidelity Series Total Market Index	4.29K	0.03%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 02, 2024	Masterson John J.	-	Buy	$18.23K
Aug 05, 2024	Masterson John J.	-	Buy	$12.78K
Jun 07, 2024	Pace Kevin	President and CEO	Buy	$332.50
Jun 05, 2024	Pace Kevin	President and CEO	Buy	$80.64
Jun 07, 2024	Pace Kevin	President and CEO	Buy	$337.50

Insider Transactions Trends

Date	Buy	Sell
2024 Q3	2	-
2024 Q2	6	-
2024 Q1	18	-
2023 Q4	5	-
2023 Q3	14	-

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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