Bogota Financial Ownership | Who Owns Bogota Financial?
Bogota Financial Ownership Summary
Bogota Financial is owned by 5.89% institutional investors, 68.09% insiders, and 26.02% retail investors. M3f is the largest institutional shareholder, holding 3.91% of BSBK shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 1.12% of its assets in Bogota Financial shares.
BSBK Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Bogota Financial | 5.89% | 68.09% | 26.02% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Regional Banks Stocks | 38.26% | 12.54% | 49.20% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| M3f | 493.73K | 3.91% | $4.49M |
| Vanguard group | 188.61K | 1.49% | $1.74M |
| Alliancebernstein | 88.63K | 0.70% | $806.32K |
| Geode capital management | 51.62K | 0.41% | $476.52K |
| Bank of america corp /de/ | 31.19K | 0.24% | $209.93K |
| Renaissance | 28.85K | 0.23% | $262.48K |
| Northern trust | 27.31K | 0.22% | $248.42K |
| Beese fulmer investment management | 15.35K | 0.12% | $139.65K |
| Susquehanna group, llp | 15.21K | 0.12% | $112.07K |
| Cetera investment advisers | 15.00K | 0.12% | $136.46K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| M3f | 493.73K | 1.27% | $4.49M |
| Beese fulmer investment management | 15.35K | 0.01% | $139.65K |
| Renaissance | 28.85K | 0.00% | $262.48K |
| Alliancebernstein | 88.63K | 0.00% | $806.32K |
| Larson financial group | 1.00K | 0.00% | $9.10K |
| Cetera investment advisers | 15.00K | 0.00% | $136.46K |
| Susquehanna group, llp | 15.21K | - | $112.07K |
| Barclays | 1.00 | - | $9.00 |
| Blackrock | 10.68K | - | $71.90K |
| Alphaq advisors | - | - | - |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard group | 188.61K | - | 8.52K |
| Susquehanna group, llp | 15.21K | - | 3.93K |
| Northern trust | 27.31K | - | 2.78K |
| Larson financial group | 1.00K | 0.00% | 1.00K |
| Geode capital management | 51.62K | - | 404.00 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Alliancebernstein | 88.63K | 0.00% | -33.98K |
| Alphaq advisors | - | - | -11.85K |
| Wells fargo & company/mn | - | - | -10.00K |
| Renaissance | 28.85K | 0.00% | -6.92K |
| M3f | 493.73K | 1.27% | -1.30K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Larson financial group | 1.00K | 0.00% | 1.00K | $9.10K |
| Barclays | 1.00 | - | 1.00 | $9.00 |
Sold Out
| Holder | Change |
|---|---|
| Qube research | -2.00 |
| Jpmorgan chase | -9.00 |
| Tower research capital llc (trc) | -100.00 |
| Wells fargo & company/mn | -10.00K |
| Alphaq advisors | -11.85K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 4 | -71.43% | 744,646 | -26.65% | 5 | 9.13% | 3 | -25.00% | 1 | -80.00% |
| Jun 30, 2025 | 14 | -17.65% | 1,015,171 | -2.11% | 8 | 11.95% | 4 | - | 5 | -37.50% |
| Mar 31, 2025 | 17 | 6.25% | 1,037,071 | 0.89% | 8 | 12.52% | 4 | -33.33% | 8 | 100.00% |
| 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 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 141.41K | 1.12% | - |
| Vanguard Total Stock Mkt Idx Inv | 138.28K | 1.09% | -3.02K |
| Vanguard Institutional Extnd Mkt Idx Tr | 25.07K | 0.20% | -11.42K |
| Fidelity Extended Market Index | 20.11K | 0.16% | -166.00 |
| iShares Micro-Cap ETF | 9.29K | 0.07% | - |
| Fidelity Nasdaq Composite Index | 8.81K | 0.07% | - |
| Fidelity Total Market Index | 8.10K | 0.06% | -17.00 |
| Spartan Total Market Index Pool E | 6.12K | 0.05% | - |
| Spartan Total Market Index Pool G | 6.02K | 0.05% | 17.00 |
| Fidelity Series Total Market Index | 4.63K | 0.04% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 18, 2025 | Masterson John J. | - | Buy | $9.06K |
| May 23, 2025 | Masterson John J. | - | Buy | $9.87K |
| Aug 05, 2024 | Masterson John J. | - | Buy | $12.78K |
| Aug 02, 2024 | Masterson John J. | - | Buy | $18.23K |
| 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
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