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Bogota Financial Ownership | Who Owns Bogota Financial?

OverviewRevenueFinancialsChart

Bogota Financial Ownership Summary

Bogota Financial is owned by 8.02% institutional investors, 68.41% insiders, and 23.57% retail investors. M3f is the largest institutional shareholder, holding 3.87% 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 Financial8.02%68.41%23.57%
SectorFinancial Services Stocks 49.80%13.92%36.27%
IndustryRegional Banks Stocks51.67%12.06%36.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
M3f497.39K3.87%$3.35M
Vanguard group180.20K1.40%$1.21M
Alliancebernstein146.36K1.14%$984.98K
Geode capital management41.52K0.32%$279.50K
Renaissance37.25K0.29%$250.70K
Bank of america corp /de/31.19K0.24%$209.93K
Northern trust16.30K0.13%$109.69K
Cetera investment advisers15.00K0.12%$100.95K
Alphaq advisors11.85K0.09%$79.76K
Blackrock10.68K0.08%$71.90K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
M3f497.39K1.24%$3.35M
Alphaq advisors11.85K0.23%$79.76K
Renaissance37.25K0.00%$250.70K
Alliancebernstein146.36K0.00%$984.98K
Tower research capital llc (trc)1.82K0.00%$12.25K
Cetera investment advisers15.00K0.00%$100.95K
Jpmorgan chase11.00-$74.00
Ubs group2.82K-$18.97K
Wells fargo & company/mn---
Royal bank of canada107.00-$1.00K

Top Buyers

HolderShares% AssetsChange
Geode capital management41.52K-2.31K
Vanguard group180.20K-1.17K
Tower research capital llc (trc)1.82K0.00%40.00
Bank of america corp /de/31.19K-35.00
M3f497.39K1.24%-

Top Sellers

HolderShares% AssetsChange
Susquehanna group, llp---14.83K
Alliancebernstein146.36K0.00%-10.78K
Renaissance37.25K0.00%-5.05K
Ubs group2.82K--1.49K
Northern trust16.30K--924.00

Sold Out

HolderChange
Qube research-2.00
Wells fargo & company/mn-33.00
Susquehanna group, llp-14.83K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Sep 30, 2023185.88%1,050,240-16.17%88.66%950.00%4-42.86%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv141.41K1.11%-
Vanguard Institutional Extnd Mkt Idx Tr36.49K0.29%-
Fidelity Extended Market Index19.71K0.15%-380.00
iShares Micro-Cap ETF9.42K0.07%-
Fidelity Nasdaq Composite Index8.81K0.07%-
Fidelity Total Market Index8.17K0.06%7.68K
Spartan Total Market Index Pool E6.07K0.05%-
NT Ext Equity Mkt Idx Fd - L4.48K0.04%-
Northern Trust Extended Eq Market Idx4.48K0.04%-
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 8.02%, followed by 68.41% insiders and 23.57% retail investors. The average institutional ownership in Bogota Financial's industry, Regional Banks Stocks, is 51.67%, which Bogota Financial falls below.

Who owns the most shares of Bogota Financial?

Bogota Financial’s largest shareholders are M3f (497.39K shares, 3.87%), Vanguard group (180.2K shares, 1.40%), and Alliancebernstein (146.36K shares, 1.14%). Together, they hold 6.41% of Bogota Financial’s total shares outstanding.

Does Blackrock own Bogota Financial?

Yes, BlackRock owns 0.08% of Bogota Financial, totaling 10.68K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 71.9K$. In the last quarter, BlackRock decreased its holdings by -780 shares, a -6.80% change.

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 1.24% of its assets in 497.39K Bogota Financial shares, valued at 3.35M$.

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 141.42K Bogota Financial shares.

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