Pathfinder Bancorp Ownership 2024 | Who Owns Pathfinder Bancorp Now?
Institutional Ownership
15.55%
Insider Ownership
27.10%
Retail Ownership
57.35%
Institutional Holders
20.00
Pathfinder Bancorp Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MINERVA ADVISORS LLC | 4.31% | 2.27% | 262,204 | - | - | 3,408,652 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 4.29% | 0.00% | 260,575 | 13,317 | 5.39% | 3,436,984 | Jun 30, 2024 |
| OPPENHEIMER & CLOSE, LLC | 1.51% | 1.06% | 91,915 | 197 | 0.21% | 1,212,359 | Jun 30, 2024 |
| M3F, INC. | 1.27% | 0.38% | 77,265 | - | - | 1,019,000 | Jun 30, 2024 |
| FOURTHSTONE LLC | 0.77% | 0.20% | 47,117 | 47,117 | 100.00% | 621,473 | Jun 30, 2024 |
| HAMILTON POINT INVESTMENT ADVISORS, LLC | 0.63% | 0.10% | 38,429 | - | - | 506,879 | Jun 30, 2024 |
| VANGUARD GROUP INC | 0.62% | - | 37,681 | - | - | 497,013 | Jun 30, 2024 |
| MONOGRAPH WEALTH ADVISORS, LLC | 0.49% | 0.06% | 29,695 | 32 | 0.11% | 391,374 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.39% | - | 23,976 | 833 | 3.60% | 316,085 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.31% | 0.00% | 18,604 | 1,941 | 11.65% | 245,201 | Jun 30, 2024 |
| ADVISOR GROUP HOLDINGS, INC. | 0.27% | 0.00% | 16,292 | - | - | 214,893 | Jun 30, 2024 |
| CALDWELL SUTTER CAPITAL, INC. | 0.25% | 0.10% | 15,373 | - | - | 202,750 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.17% | 0.00% | 10,200 | - | - | 134,436 | Jun 30, 2024 |
| BLACKROCK INC. | 0.14% | - | 8,298 | -600 | -6.74% | 109,451 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.10% | - | 5,940 | 5,826 | 5110.53% | 78,000 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.02% | 0.00% | 1,078 | -118 | -9.87% | 14,219 | Jun 30, 2024 |
| MORGAN STANLEY | 0.01% | - | 494 | - | - | 6,516 | Jun 30, 2024 |
| UBS GROUP AG | 0.01% | - | 366 | 286 | 357.50% | 4,828 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.00% | - | 19 | 19 | 100.00% | 251 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | - | 8 | 8 | 100.00% | 105 | Jun 30, 2024 |
Pathfinder Bancorp's largest institutional shareholder is MINERVA ADVISORS LLC, holding 4.31% of the company's total share outstanding, currently valued at $3.41M. The top 10 institutional shareholders own together 14.59% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MINERVA ADVISORS LLC | 4.31% | 2.27% | 262,204 | - | - | 3,408,652 | Jun 30, 2024 |
| OPPENHEIMER & CLOSE, LLC | 1.51% | 1.06% | 91,915 | 197 | 0.21% | 1,212,359 | Jun 30, 2024 |
| M3F, INC. | 1.27% | 0.38% | 77,265 | - | - | 1,019,000 | Jun 30, 2024 |
| FOURTHSTONE LLC | 0.77% | 0.20% | 47,117 | 47,117 | 100.00% | 621,473 | Jun 30, 2024 |
| CALDWELL SUTTER CAPITAL, INC. | 0.25% | 0.10% | 15,373 | - | - | 202,750 | Jun 30, 2024 |
| HAMILTON POINT INVESTMENT ADVISORS, LLC | 0.63% | 0.10% | 38,429 | - | - | 506,879 | Jun 30, 2024 |
| MONOGRAPH WEALTH ADVISORS, LLC | 0.49% | 0.06% | 29,695 | 32 | 0.11% | 391,374 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.17% | 0.00% | 10,200 | - | - | 134,436 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 4.29% | 0.00% | 260,575 | 13,317 | 5.39% | 3,436,984 | Jun 30, 2024 |
| ADVISOR GROUP HOLDINGS, INC. | 0.27% | 0.00% | 16,292 | - | - | 214,893 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.02% | 0.00% | 1,078 | -118 | -9.87% | 14,219 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.31% | 0.00% | 18,604 | 1,941 | 11.65% | 245,201 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | - | 8 | 8 | 100.00% | 105 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.39% | - | 23,976 | 833 | 3.60% | 316,085 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.10% | - | 5,940 | 5,826 | 5110.53% | 78,000 | Jun 30, 2024 |
| VANGUARD GROUP INC | 0.62% | - | 37,681 | - | - | 497,013 | Jun 30, 2024 |
| BLACKROCK INC. | 0.14% | - | 8,298 | -600 | -6.74% | 109,451 | Jun 30, 2024 |
| UBS GROUP AG | 0.01% | - | 366 | 286 | 357.50% | 4,828 | Jun 30, 2024 |
| MORGAN STANLEY | 0.01% | - | 494 | - | - | 6,516 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.00% | - | 19 | 19 | 100.00% | 251 | Jun 30, 2024 |
The largest Pathfinder Bancorp shareholder by % of total assets is MINERVA ADVISORS LLC. The company owns 262.20K shares of Pathfinder Bancorp (PBHC), representing 2.27% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FOURTHSTONE LLC | 0.77% | 0.20% | 47,117 | 47,117 | 100.00% | 621,473 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 4.29% | 0.00% | 260,575 | 13,317 | 5.39% | 3,436,984 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.10% | - | 5,940 | 5,826 | 5110.53% | 78,000 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.31% | 0.00% | 18,604 | 1,941 | 11.65% | 245,201 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.39% | - | 23,976 | 833 | 3.60% | 316,085 | Jun 30, 2024 |
| UBS GROUP AG | 0.01% | - | 366 | 286 | 357.50% | 4,828 | Jun 30, 2024 |
| OPPENHEIMER & CLOSE, LLC | 1.51% | 1.06% | 91,915 | 197 | 0.21% | 1,212,359 | Jun 30, 2024 |
| MONOGRAPH WEALTH ADVISORS, LLC | 0.49% | 0.06% | 29,695 | 32 | 0.11% | 391,374 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.00% | - | 19 | 19 | 100.00% | 251 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | - | 8 | 8 | 100.00% | 105 | Jun 30, 2024 |
| MORGAN STANLEY | 0.01% | - | 494 | - | - | 6,516 | Jun 30, 2024 |
| VANGUARD GROUP INC | 0.62% | - | 37,681 | - | - | 497,013 | Jun 30, 2024 |
| ADVISOR GROUP HOLDINGS, INC. | 0.27% | 0.00% | 16,292 | - | - | 214,893 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.17% | 0.00% | 10,200 | - | - | 134,436 | Jun 30, 2024 |
| HAMILTON POINT INVESTMENT ADVISORS, LLC | 0.63% | 0.10% | 38,429 | - | - | 506,879 | Jun 30, 2024 |
| CALDWELL SUTTER CAPITAL, INC. | 0.25% | 0.10% | 15,373 | - | - | 202,750 | Jun 30, 2024 |
| M3F, INC. | 1.27% | 0.38% | 77,265 | - | - | 1,019,000 | Jun 30, 2024 |
| MINERVA ADVISORS LLC | 4.31% | 2.27% | 262,204 | - | - | 3,408,652 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | - | - | - | -19 | -100.00% | - | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.02% | 0.00% | 1,078 | -118 | -9.87% | 14,219 | Jun 30, 2024 |
As of Jun 30 2024, Pathfinder Bancorp's largest institutional buyer is FOURTHSTONE LLC. The company purchased 47.12K stocks of PBHC, valued at $621.47K.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 0.14% | - | 8,298 | -600 | -6.74% | 109,451 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.02% | 0.00% | 1,078 | -118 | -9.87% | 14,219 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | - | - | - | -19 | -100.00% | - | Jun 30, 2024 |
| MINERVA ADVISORS LLC | 4.31% | 2.27% | 262,204 | - | - | 3,408,652 | Jun 30, 2024 |
| M3F, INC. | 1.27% | 0.38% | 77,265 | - | - | 1,019,000 | Jun 30, 2024 |
| CALDWELL SUTTER CAPITAL, INC. | 0.25% | 0.10% | 15,373 | - | - | 202,750 | Jun 30, 2024 |
| HAMILTON POINT INVESTMENT ADVISORS, LLC | 0.63% | 0.10% | 38,429 | - | - | 506,879 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.17% | 0.00% | 10,200 | - | - | 134,436 | Jun 30, 2024 |
| ADVISOR GROUP HOLDINGS, INC. | 0.27% | 0.00% | 16,292 | - | - | 214,893 | Jun 30, 2024 |
| VANGUARD GROUP INC | 0.62% | - | 37,681 | - | - | 497,013 | Jun 30, 2024 |
| MORGAN STANLEY | 0.01% | - | 494 | - | - | 6,516 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | - | 8 | 8 | 100.00% | 105 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.00% | - | 19 | 19 | 100.00% | 251 | Jun 30, 2024 |
| MONOGRAPH WEALTH ADVISORS, LLC | 0.49% | 0.06% | 29,695 | 32 | 0.11% | 391,374 | Jun 30, 2024 |
| OPPENHEIMER & CLOSE, LLC | 1.51% | 1.06% | 91,915 | 197 | 0.21% | 1,212,359 | Jun 30, 2024 |
| UBS GROUP AG | 0.01% | - | 366 | 286 | 357.50% | 4,828 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.39% | - | 23,976 | 833 | 3.60% | 316,085 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.31% | 0.00% | 18,604 | 1,941 | 11.65% | 245,201 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.10% | - | 5,940 | 5,826 | 5110.53% | 78,000 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 4.29% | 0.00% | 260,575 | 13,317 | 5.39% | 3,436,984 | Jun 30, 2024 |
As of Jun 30 2024, Pathfinder Bancorp's biggest institutional seller is BLACKROCK INC.. The company sold -0.60K shares of PBHC, valued at $109.45K.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FOURTHSTONE LLC | 0.77% | 0.20% | 47,117 | 47,117 | 100.00% | 621,473 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.00% | - | 19 | 19 | 100.00% | 251 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | - | 8 | 8 | 100.00% | 105 | Jun 30, 2024 |
Pathfinder Bancorp's largest new institutional shareholder by number of shares is FOURTHSTONE LLC, purchased 47.12K shares, valued at $621.47K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | - | - | - | -19 | -100.00% | - | Jun 30, 2024 |
Pathfinder Bancorp's largest sold out institutional shareholder by shares sold is WELLS FARGO & COMPANY/MN, sold -19.00 shares, valued at -, as of undefined.
Pathfinder Bancorp Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| BRIDGEWAY FUNDS INC | 0.00% | 10,200 | - | - | Mar 28, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 22,154 | -91 | -0.41% | Feb 29, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 3,032 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 36,045 | -36,023 | -49.98% | Mar 31, 2024 |
| Segall Bryant & Hamill Trust | 0.00% | 926 | - | - | Mar 31, 2024 |
| Angel Oak Funds Trust | 0.00% | 3,376 | - | - | Jan 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 593 | - | - | Jan 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 13,914 | -564 | -3.90% | Jan 31, 2024 |
| Dimensional ETF Trust | 0.00% | 1,067 | - | - | Jan 31, 2024 |
| NORTHERN LIGHTS FUND TRUST II | 0.00% | 12 | - | - | Mar 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 646 | - | - | Mar 31, 2024 |
| iSHARES TRUST | 0.00% | 7,668 | -200 | -2.54% | Mar 31, 2024 |
Pathfinder Bancorp's largest mutual fund holder by % of total assets is "BRIDGEWAY FUNDS INC", owning 10.20K shares, compromising 0.00% of its total assets.
Pathfinder Bancorp Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 20 | 11.11% |
| 31 Mar, 24 | 18 | -5.26% |
| 31 Dec, 23 | 19 | - |
| 30 Sep, 23 | 19 | 5.56% |
| 30 Jun, 23 | 18 | 5.88% |
| 31 Mar, 23 | 17 | - |
| 31 Dec, 22 | 17 | 6.25% |
| 30 Sep, 22 | 16 | 6.67% |
| 30 Jun, 22 | 15 | -21.05% |
| 31 Mar, 22 | 19 | - |
| 31 Dec, 21 | 19 | 26.67% |
| 30 Sep, 21 | 15 | 15.38% |
| 30 Jun, 21 | 13 | -7.14% |
| 31 Mar, 21 | 14 | 7.69% |
| 31 Dec, 20 | 13 | -13.33% |
| 30 Sep, 20 | 15 | 7.14% |
| 30 Jun, 20 | 14 | -6.67% |
| 31 Mar, 20 | 15 | -11.76% |
| 31 Dec, 19 | 17 | -19.05% |
| 30 Sep, 19 | 21 | 16.67% |
| 30 Jun, 19 | 18 | -5.26% |
| 31 Mar, 19 | 19 | -5.00% |
| 31 Dec, 18 | 20 | 11.11% |
| 30 Sep, 18 | 18 | 12.50% |
| 30 Jun, 18 | 16 | 6.67% |
| 31 Mar, 18 | 15 | - |
| 31 Dec, 17 | 15 | - |
| 30 Sep, 17 | 15 | - |
| 30 Jun, 17 | 15 | - |
| 31 Mar, 17 | 15 | -11.76% |
| 31 Dec, 16 | 17 | 13.33% |
| 30 Sep, 16 | 15 | - |
| 30 Jun, 16 | 15 | 7.14% |
| 31 Mar, 16 | 14 | 7.69% |
| 31 Dec, 15 | 13 | 8.33% |
| 30 Sep, 15 | 12 | 33.33% |
| 30 Jun, 15 | 9 | 12.50% |
| 31 Mar, 15 | 8 | 14.29% |
| 31 Dec, 14 | 7 | 600.00% |
| 30 Sep, 14 | 1 | - |
As of 30 Jun 24, 20 institutions are holding Pathfinder Bancorp's shares, representing an increase of 11.11% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 945,529 | 7.85% |
| 31 Mar, 24 | 876,690 | -0.23% |
| 31 Dec, 23 | 878,690 | 0.27% |
| 30 Sep, 23 | 876,298 | 5.91% |
| 30 Jun, 23 | 827,411 | 4.36% |
| 31 Mar, 23 | 792,855 | 3.19% |
| 31 Dec, 22 | 768,341 | -1.53% |
| 30 Sep, 22 | 780,294 | -0.17% |
| 30 Jun, 22 | 781,591 | -3.39% |
| 31 Mar, 22 | 809,026 | -4.31% |
| 31 Dec, 21 | 845,441 | 37.68% |
| 30 Sep, 21 | 614,070 | 7.00% |
| 30 Jun, 21 | 573,882 | 5.89% |
| 31 Mar, 21 | 541,952 | 4.78% |
| 31 Dec, 20 | 517,229 | -2.49% |
| 30 Sep, 20 | 530,456 | -0.57% |
| 30 Jun, 20 | 533,508 | 11.52% |
| 31 Mar, 20 | 478,396 | 2.67% |
| 31 Dec, 19 | 465,957 | -4.93% |
| 30 Sep, 19 | 490,116 | 2.47% |
| 30 Jun, 19 | 478,324 | -45.37% |
| 31 Mar, 19 | 875,646 | 1.19% |
| 31 Dec, 18 | 865,385 | 21.93% |
| 30 Sep, 18 | 709,733 | 9.62% |
| 30 Jun, 18 | 647,431 | 2.08% |
| 31 Mar, 18 | 634,263 | 1.75% |
| 31 Dec, 17 | 623,350 | 5.09% |
| 30 Sep, 17 | 593,164 | 2.28% |
| 30 Jun, 17 | 579,965 | -7.84% |
| 31 Mar, 17 | 629,291 | -6.72% |
| 31 Dec, 16 | 674,591 | 24.77% |
| 30 Sep, 16 | 540,654 | -0.56% |
| 30 Jun, 16 | 543,703 | -3.45% |
| 31 Mar, 16 | 563,110 | 0.01% |
| 31 Dec, 15 | 563,069 | -4.34% |
| 30 Sep, 15 | 588,590 | 4.52% |
| 30 Jun, 15 | 563,129 | 1.65% |
| 31 Mar, 15 | 553,972 | 116.86% |
| 31 Dec, 14 | 255,452 | 170201.33% |
| 30 Sep, 14 | 150 | - |
Pathfinder Bancorp (PBHC) has 945.53K shares outstanding as of 30 Jun 24, up 7.85% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 15.55% | 7.36% |
| 31 Mar, 24 | 14.53% | 4.15% |
| 31 Dec, 23 | 18.72% | 5.25% |
| 30 Sep, 23 | 18.89% | 5.86% |
| 30 Jun, 23 | 17.95% | 6.07% |
| 31 Mar, 23 | 17.20% | 6.06% |
| 31 Dec, 22 | 16.85% | 5.77% |
| 30 Sep, 22 | 17.10% | 5.79% |
| 30 Jun, 22 | 17.18% | 5.40% |
| 31 Mar, 22 | 17.84% | 5.09% |
| 31 Dec, 21 | 18.71% | 10.00% |
| 30 Sep, 21 | 13.68% | 8.28% |
| 30 Jun, 21 | 12.86% | 8.64% |
| 31 Mar, 21 | 12.20% | 9.36% |
| 31 Dec, 20 | 11.41% | 8.77% |
| 30 Sep, 20 | 11.41% | 8.62% |
| 30 Jun, 20 | 11.50% | 10.66% |
| 31 Mar, 20 | 10.38% | 9.53% |
| 31 Dec, 19 | 10.44% | 9.11% |
| 30 Sep, 19 | 10.70% | 9.24% |
| 30 Jun, 19 | 10.77% | 2.53% |
| 31 Mar, 19 | 20.63% | 4.89% |
| 31 Dec, 18 | 20.54% | 7.18% |
| 30 Sep, 18 | 16.92% | 6.97% |
| 30 Jun, 18 | 15.57% | 6.57% |
| 31 Mar, 18 | 15.40% | 6.60% |
| 31 Dec, 17 | 15.27% | 7.26% |
| 30 Sep, 17 | 14.50% | 7.15% |
| 30 Jun, 17 | 14.24% | 5.90% |
| 31 Mar, 17 | 15.53% | 5.75% |
| 31 Dec, 16 | 16.43% | 9.42% |
| 30 Sep, 16 | 13.21% | 7.69% |
| 30 Jun, 16 | 13.10% | 7.08% |
| 31 Mar, 16 | 13.60% | 7.33% |
| 31 Dec, 15 | 13.62% | 6.69% |
| 30 Sep, 15 | 14.27% | 7.64% |
| 30 Jun, 15 | 13.67% | 7.54% |
| 31 Mar, 15 | 13.47% | 34.82% |
| 31 Dec, 14 | 6.22% | 17798323.73% |
| 30 Sep, 14 | 0.01% | - |
As of 30 Jun 24, Pathfinder Bancorp is held by 15.55% institutional shareholders, representing a 7.36% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 10 | 25.00% |
| 31 Mar, 24 | 8 | -11.11% |
| 31 Dec, 23 | 9 | - |
| 30 Sep, 23 | 9 | -10.00% |
| 30 Jun, 23 | 10 | 66.67% |
| 31 Mar, 23 | 6 | -40.00% |
| 31 Dec, 22 | 10 | 100.00% |
| 30 Sep, 22 | 5 | 25.00% |
| 30 Jun, 22 | 4 | -50.00% |
| 31 Mar, 22 | 8 | -27.27% |
| 31 Dec, 21 | 11 | 83.33% |
| 30 Sep, 21 | 6 | - |
| 30 Jun, 21 | 6 | 100.00% |
| 31 Mar, 21 | 3 | 200.00% |
| 31 Dec, 20 | 1 | -75.00% |
| 30 Sep, 20 | 4 | -20.00% |
| 30 Jun, 20 | 5 | 66.67% |
| 31 Mar, 20 | 3 | -57.14% |
| 31 Dec, 19 | 7 | -12.50% |
| 30 Sep, 19 | 8 | 60.00% |
| 30 Jun, 19 | 5 | 66.67% |
| 31 Mar, 19 | 3 | -57.14% |
| 31 Dec, 18 | 7 | - |
| 30 Sep, 18 | 7 | 40.00% |
| 30 Jun, 18 | 5 | - |
| 31 Mar, 18 | 5 | -16.67% |
| 31 Dec, 17 | 6 | -14.29% |
| 30 Sep, 17 | 7 | 600.00% |
| 30 Jun, 17 | 1 | -66.67% |
| 31 Mar, 17 | 3 | 50.00% |
| 31 Dec, 16 | 2 | -33.33% |
| 30 Sep, 16 | 3 | -57.14% |
| 30 Jun, 16 | 7 | 40.00% |
| 31 Mar, 16 | 5 | - |
| 31 Dec, 15 | 5 | -16.67% |
| 30 Sep, 15 | 6 | 100.00% |
| 30 Jun, 15 | 3 | - |
| 31 Mar, 15 | 3 | -57.14% |
| 31 Dec, 14 | 7 | 600.00% |
| 30 Sep, 14 | 1 | - |
10 institutional shareholders have increased their position in PBHC stock as of 30 Jun 24 compared to 8 in the previous quarter (a 25.00% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 2 | -50.00% |
| 31 Mar, 24 | 4 | 33.33% |
| 31 Dec, 23 | 3 | -40.00% |
| 30 Sep, 23 | 5 | 150.00% |
| 30 Jun, 23 | 2 | -33.33% |
| 31 Mar, 23 | 3 | 50.00% |
| 31 Dec, 22 | 2 | -60.00% |
| 30 Sep, 22 | 5 | - |
| 30 Jun, 22 | 5 | - |
| 31 Mar, 22 | 5 | 25.00% |
| 31 Dec, 21 | 4 | - |
| 30 Sep, 21 | - | - |
| 30 Jun, 21 | - | -100.00% |
| 31 Mar, 21 | 2 | 100.00% |
| 31 Dec, 20 | 1 | -50.00% |
| 30 Sep, 20 | 2 | -33.33% |
| 30 Jun, 20 | 3 | -25.00% |
| 31 Mar, 20 | 4 | 100.00% |
| 31 Dec, 19 | 2 | - |
| 30 Sep, 19 | 2 | - |
| 30 Jun, 19 | 2 | -33.33% |
| 31 Mar, 19 | 3 | - |
| 31 Dec, 18 | 3 | - |
| 30 Sep, 18 | - | -100.00% |
| 30 Jun, 18 | 1 | -50.00% |
| 31 Mar, 18 | 2 | - |
| 31 Dec, 17 | 2 | 100.00% |
| 30 Sep, 17 | 1 | -66.67% |
| 30 Jun, 17 | 3 | 50.00% |
| 31 Mar, 17 | 2 | -50.00% |
| 31 Dec, 16 | 4 | -20.00% |
| 30 Sep, 16 | 5 | - |
| 30 Jun, 16 | - | -100.00% |
| 31 Mar, 16 | 1 | -66.67% |
| 31 Dec, 15 | 3 | - |
| 30 Sep, 15 | - | -100.00% |
| 30 Jun, 15 | 1 | - |
| 31 Mar, 15 | - | - |
| 31 Dec, 14 | - | - |
| 30 Sep, 14 | - | - |
2 institutional shareholders have reduced their position in PBHC stock as of 30 Jun 24 compared to 4 in the previous quarter (a -50.00% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 20 | 11.11% | 945,529 | 7.85% | 15.55% | 7.36% | 10 | 25.00% | 2 | -50.00% |
| 31 Mar, 24 | 18 | -5.26% | 876,690 | -0.23% | 14.53% | 4.15% | 8 | -11.11% | 4 | 33.33% |
| 31 Dec, 23 | 19 | - | 878,690 | 0.27% | 18.72% | 5.25% | 9 | - | 3 | -40.00% |
| 30 Sep, 23 | 19 | 5.56% | 876,298 | 5.91% | 18.89% | 5.86% | 9 | -10.00% | 5 | 150.00% |
| 30 Jun, 23 | 18 | 5.88% | 827,411 | 4.36% | 17.95% | 6.07% | 10 | 66.67% | 2 | -33.33% |
| 31 Mar, 23 | 17 | - | 792,855 | 3.19% | 17.20% | 6.06% | 6 | -40.00% | 3 | 50.00% |
| 31 Dec, 22 | 17 | 6.25% | 768,341 | -1.53% | 16.85% | 5.77% | 10 | 100.00% | 2 | -60.00% |
| 30 Sep, 22 | 16 | 6.67% | 780,294 | -0.17% | 17.10% | 5.79% | 5 | 25.00% | 5 | - |
| 30 Jun, 22 | 15 | -21.05% | 781,591 | -3.39% | 17.18% | 5.40% | 4 | -50.00% | 5 | - |
| 31 Mar, 22 | 19 | - | 809,026 | -4.31% | 17.84% | 5.09% | 8 | -27.27% | 5 | 25.00% |
| 31 Dec, 21 | 19 | 26.67% | 845,441 | 37.68% | 18.71% | 10.00% | 11 | 83.33% | 4 | - |
| 30 Sep, 21 | 15 | 15.38% | 614,070 | 7.00% | 13.68% | 8.28% | 6 | - | - | - |
| 30 Jun, 21 | 13 | -7.14% | 573,882 | 5.89% | 12.86% | 8.64% | 6 | 100.00% | - | -100.00% |
| 31 Mar, 21 | 14 | 7.69% | 541,952 | 4.78% | 12.20% | 9.36% | 3 | 200.00% | 2 | 100.00% |
| 31 Dec, 20 | 13 | -13.33% | 517,229 | -2.49% | 11.41% | 8.77% | 1 | -75.00% | 1 | -50.00% |
| 30 Sep, 20 | 15 | 7.14% | 530,456 | -0.57% | 11.41% | 8.62% | 4 | -20.00% | 2 | -33.33% |
| 30 Jun, 20 | 14 | -6.67% | 533,508 | 11.52% | 11.50% | 10.66% | 5 | 66.67% | 3 | -25.00% |
| 31 Mar, 20 | 15 | -11.76% | 478,396 | 2.67% | 10.38% | 9.53% | 3 | -57.14% | 4 | 100.00% |
| 31 Dec, 19 | 17 | -19.05% | 465,957 | -4.93% | 10.44% | 9.11% | 7 | -12.50% | 2 | - |
| 30 Sep, 19 | 21 | 16.67% | 490,116 | 2.47% | 10.70% | 9.24% | 8 | 60.00% | 2 | - |
| 30 Jun, 19 | 18 | -5.26% | 478,324 | -45.37% | 10.77% | 2.53% | 5 | 66.67% | 2 | -33.33% |
| 31 Mar, 19 | 19 | -5.00% | 875,646 | 1.19% | 20.63% | 4.89% | 3 | -57.14% | 3 | - |
| 31 Dec, 18 | 20 | 11.11% | 865,385 | 21.93% | 20.54% | 7.18% | 7 | - | 3 | - |
| 30 Sep, 18 | 18 | 12.50% | 709,733 | 9.62% | 16.92% | 6.97% | 7 | 40.00% | - | -100.00% |
| 30 Jun, 18 | 16 | 6.67% | 647,431 | 2.08% | 15.57% | 6.57% | 5 | - | 1 | -50.00% |
| 31 Mar, 18 | 15 | - | 634,263 | 1.75% | 15.40% | 6.60% | 5 | -16.67% | 2 | - |
| 31 Dec, 17 | 15 | - | 623,350 | 5.09% | 15.27% | 7.26% | 6 | -14.29% | 2 | 100.00% |
| 30 Sep, 17 | 15 | - | 593,164 | 2.28% | 14.50% | 7.15% | 7 | 600.00% | 1 | -66.67% |
| 30 Jun, 17 | 15 | - | 579,965 | -7.84% | 14.24% | 5.90% | 1 | -66.67% | 3 | 50.00% |
| 31 Mar, 17 | 15 | -11.76% | 629,291 | -6.72% | 15.53% | 5.75% | 3 | 50.00% | 2 | -50.00% |
| 31 Dec, 16 | 17 | 13.33% | 674,591 | 24.77% | 16.43% | 9.42% | 2 | -33.33% | 4 | -20.00% |
| 30 Sep, 16 | 15 | - | 540,654 | -0.56% | 13.21% | 7.69% | 3 | -57.14% | 5 | - |
| 30 Jun, 16 | 15 | 7.14% | 543,703 | -3.45% | 13.10% | 7.08% | 7 | 40.00% | - | -100.00% |
| 31 Mar, 16 | 14 | 7.69% | 563,110 | 0.01% | 13.60% | 7.33% | 5 | - | 1 | -66.67% |
| 31 Dec, 15 | 13 | 8.33% | 563,069 | -4.34% | 13.62% | 6.69% | 5 | -16.67% | 3 | - |
| 30 Sep, 15 | 12 | 33.33% | 588,590 | 4.52% | 14.27% | 7.64% | 6 | 100.00% | - | -100.00% |
| 30 Jun, 15 | 9 | 12.50% | 563,129 | 1.65% | 13.67% | 7.54% | 3 | - | 1 | - |
| 31 Mar, 15 | 8 | 14.29% | 553,972 | 116.86% | 13.47% | 34.82% | 3 | -57.14% | - | - |
| 31 Dec, 14 | 7 | 600.00% | 255,452 | 170201.33% | 6.22% | 17798323.73% | 7 | 600.00% | - | - |
| 30 Sep, 14 | 1 | - | 150 | - | 0.01% | - | 1 | - | - | - |
Pathfinder Bancorp Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of Pathfinder Bancorp's stock was made by Scavuzzo Tony on Feb 16 2024, selling - shares at - per share (valued at -). The last insider buy of PBHC was made by Ayoub David A. on May 21 2024, buying 260 shares at $12.40 per share (worth $3.22K).
Pathfinder Bancorp Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | - | - |
| Q2 2024 | 1 | - | - |
| Q1 2024 | 6 | - | - |
| Q4 2023 | 3 | - | - |
| Q3 2023 | 6 | 8 | 75.00% |
| Q2 2023 | 15 | 7 | 214.29% |
| Q1 2023 | - | - | - |
| Q4 2022 | 3 | 1 | 300.00% |
| Q3 2022 | 2 | 1 | 200.00% |
| Q2 2022 | 3 | 3 | 100.00% |
| Q1 2022 | 2 | 5 | 40.00% |
| Q4 2021 | 13 | 16 | 81.25% |
| Q3 2021 | 4 | 3 | 133.33% |
| Q2 2021 | 2 | 1 | 200.00% |
| Q1 2021 | 3 | 2 | 150.00% |
| Q4 2020 | 15 | 1 | 1500.00% |
| Q3 2020 | 6 | - | - |
| Q2 2020 | 4 | - | - |
| Q1 2020 | 9 | 5 | 180.00% |
| Q4 2019 | 1 | - | - |
0 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Pathfinder Bancorp's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | - | - |
| Q2 2024 | 1 | - | - |
| Q1 2024 | 6 | - | - |
| Q4 2023 | 3 | - | - |
| Q3 2023 | 2 | 3 | 66.67% |
| Q2 2023 | 10 | - | - |
| Q1 2023 | - | - | - |
| Q4 2022 | 2 | - | - |
| Q3 2022 | 1 | - | - |
| Q2 2022 | 1 | 1 | 100.00% |
| Q1 2022 | 2 | 5 | 40.00% |
| Q4 2021 | 4 | 1 | 400.00% |
| Q3 2021 | 2 | - | - |
| Q2 2021 | 1 | - | - |
| Q1 2021 | 1 | - | - |
| Q4 2020 | - | - | - |
| Q3 2020 | 4 | - | - |
| Q2 2020 | 4 | - | - |
| Q1 2020 | 3 | - | - |
| Q4 2019 | 1 | - | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Pathfinder Bancorp's stocks.
PBHC Ownership FAQ
Who Owns Pathfinder Bancorp?
Pathfinder Bancorp is owned by institutional shareholders (15.55%), insiders (27.10%), and public (57.35%). The largest institutional shareholder of Pathfinder Bancorp is MINERVA ADVISORS LLC (4.31% of total shares) and the top mutual fund owner is BRIDGEWAY FUNDS INC (0.00% of total shares).
Who are the major institutional shareholders of Pathfinder Bancorp?
Pathfinder Bancorp's major institutional shareholders are MINERVA ADVISORS LLC, ALLIANCEBERNSTEIN L.P., OPPENHEIMER & CLOSE, LLC, M3F, INC., and FOURTHSTONE LLC. The top five shareholders own together 12.15% of the company's share outstanding.
How many Pathfinder Bancorp shareholders are there?
As of Jun 2024, there are 20 institutional shareholders of Pathfinder Bancorp.
What percentage of Pathfinder Bancorp is owned by MINERVA ADVISORS LLC?
MINERVA ADVISORS LLC owns 262.2K shares of Pathfinder Bancorp, representing 4.31% of the company's total shares outstanding, valued at $3.41M (as of Jun 2024).
What percentage of Pathfinder Bancorp is owned by ALLIANCEBERNSTEIN L.P?
As of Jun 2024, ALLIANCEBERNSTEIN L.P holds 260.58K shares of Pathfinder Bancorp (PBHC), compromising 4.29% of the company, valued at $3.44M.
What percentage of Pathfinder Bancorp is owned by OPPENHEIMER & CLOSE, LLC?
OPPENHEIMER & CLOSE, LLC is the third largest holder of Pathfinder Bancorp. The company owns 91.92K of the company's shares outstanding (worth $1.21M).