Pathward Financial Ownership | Who Owns Pathward Financial?
Pathward Financial Ownership Summary
Pathward Financial is owned by 91.04% institutional investors, 1.65% insiders, and 7.32% retail investors. Pinnacle wealth planning services is the largest institutional shareholder, holding 201.67% of CASH shares. Adviser Dividend Income is the top mutual fund, with 17.69% of its assets in Pathward Financial shares.
CASH Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Pathward Financial | 91.04% | 1.65% | 7.32% |
Sector | Financial Services Stocks | 86.48% | 14.02% | -0.50% |
Industry | Regional Banks Stocks | 51.80% | 12.03% | 36.18% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Pinnacle wealth planning services | 50.76M | 201.67% | $50.77M |
Blackrock | 3.67M | 14.50% | $207.41M |
Revolve wealth partners | 3.63M | 14.44% | $3.63M |
Blackrock funding, inc. /de | 3.57M | 14.17% | $262.35M |
Vanguard group | 1.92M | 7.61% | $108.88M |
Fmr | 1.92M | 7.60% | $108.63M |
Dimensional fund advisors lp | 1.50M | 5.94% | $84.90M |
State street | 1.26M | 4.98% | $71.22M |
Geode capital management | 680.95K | 2.69% | $38.53M |
Nantahala capital management | 541.43K | 2.14% | $30.63M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Alta fox capital management | 345.72K | 12.42% | $19.56M |
Grizzlyrock capital | 186.45K | 8.76% | $10.55M |
Pinnacle wealth planning services | 50.76M | 7.09% | $50.77M |
John w. rosenthal capital management | 54.85K | 3.74% | $4.04M |
Orchard capital management | 187.46K | 3.20% | $10.60M |
Elgethun capital management | 193.75K | 2.76% | $10.96M |
Vinva investment management | 110.81K | 2.49% | $65.51M |
Rmr capital management | 38.62K | 2.10% | $2.84M |
Moody aldrich partners | 138.41K | 1.89% | $10.18M |
Nantahala capital management | 541.43K | 1.79% | $30.63M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Pinnacle wealth planning services | 50.76M | 7.09% | 50.76M |
Revolve wealth partners | 3.63M | 0.52% | 3.63M |
Alta fox capital management | 345.72K | 12.42% | 345.72K |
Mawer investment management | 218.77K | 0.06% | 218.77K |
F/m investments | 190.63K | 0.39% | 190.63K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Nantahala capital management | 541.43K | 1.79% | -480.29K |
Epoch investment partners | 48.92K | 0.01% | -220.50K |
Goldman sachs group | 499.02K | 0.00% | -183.97K |
Phocas financial | 26.12K | 1.43% | -148.19K |
Blackrock | 3.67M | 0.00% | -114.80K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Pinnacle wealth planning services | 50.76M | 7.09% | 50.76M | $50.77M |
Revolve wealth partners | 3.63M | 0.52% | 3.63M | $3.63M |
Alta fox capital management | 345.72K | 12.42% | 345.72K | $19.56M |
Mawer investment management | 218.77K | 0.06% | 218.77K | $12.38M |
F/m investments | 190.63K | 0.39% | 190.63K | $10.78M |
Sold Out
Holder | Change |
---|---|
Mendota financial group | -1.00 |
Camelot portfolios | -1.00 |
Nelson, van denburg & campbell wealth management group | -5.00 |
Farther finance advisors | -8.00 |
Capital performance advisors llp | -30.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 252 | 8.62% | 22,464,643 | 1.57% | 91 | 1.16% | 121 | 9.01% | 97 | 16.87% |
Jun 30, 2024 | 227 | -3.40% | 22,077,322 | -1.52% | 87 | 1.15% | 108 | 14.89% | 82 | -17.17% |
Mar 31, 2024 | 235 | 5.38% | 22,417,502 | -29.92% | 86 | 0.56% | 94 | -13.76% | 99 | 30.26% |
Dec 31, 2023 | 223 | 6.70% | 31,989,878 | 36.27% | 124 | 1.56% | 109 | 23.86% | 76 | -14.61% |
Sep 30, 2023 | 209 | 5.56% | 23,475,284 | -2.52% | 89 | 1.13% | 88 | 31.34% | 89 | -6.32% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Adviser Dividend Income | 4.27M | 17.69% | 4.27M |
iShares Core S&P Small-Cap ETF | 1.60M | 6.70% | 3.11K |
Vanguard Total Stock Mkt Idx Inv | 731.89K | 3.03% | -58.99K |
iShares Russell 2000 ETF | 623.30K | 2.61% | - |
Fidelity Series Small Cap Opps | 558.50K | 2.32% | 23.90K |
Avantis US Small Cap Value ETF | 531.98K | 2.23% | 594.00 |
Fidelity Stock Selector Small Cap | 519.98K | 2.16% | 39.48K |
Vanguard Institutional Extnd Mkt Idx Tr | 373.71K | 1.55% | -4.90K |
Fidelity Balanced | 355.93K | 1.43% | - |
Strategic Advisers Fidelity US TtlStk | 329.61K | 1.37% | -10.79K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Nov 08, 2024 | Sigrist Greg | Chief Financial Officer | Sell | $181.35K |
Nov 06, 2024 | Warren Jennifer W. | SVP, Chief Accounting Officer | Sell | $123.16K |
Sep 13, 2024 | Sharett Anthony M. | President | Sell | $205.84K |
Sep 12, 2024 | Hajek Douglas J. | - | Sell | $129.82K |
May 06, 2024 | Stork Kendall E | - | Sell | $107.06K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | - | 1 |
2024 Q3 | - | 2 |
2024 Q2 | - | 1 |
2024 Q1 | - | 1 |
2023 Q4 | - | 4 |
CASH Ownership FAQ
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