Premier Financial Ownership 2024 | Who Owns Premier Financial Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

66.15%

Insider Ownership

2.08%

Retail Ownership

31.76%

Institutional Holders

164.00

Premier Financial Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.12.27%0.00%4,375,808-168,367-3.71%88,828,905Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP6.39%0.01%2,276,70321,9020.97%46,217,071Mar 31, 2024
VANGUARD GROUP INC5.56%0.00%1,983,70810,5570.54%40,269,273Mar 31, 2024
ALLIANCEBERNSTEIN L.P.4.08%0.01%1,455,539-34,391-2.31%29,547,442Mar 31, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC3.76%0.01%1,340,297275,19925.84%27,208,029Mar 31, 2024
STATE STREET CORP2.84%0.00%1,012,7337720.08%20,558,480Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC2.31%0.00%823,79116,1372.00%16,725,382Mar 31, 2024
MANUFACTURERS LIFE INSURANCE COMPANY, THE2.23%0.01%795,369-61,918-7.22%16,145,991Mar 31, 2024
JPMORGAN CHASE & CO1.75%0.00%622,890-14,658-2.30%12,644,667Mar 31, 2024
AMERICAN CENTURY COMPANIES INC1.56%0.01%555,979125,31629.10%11,286,374Mar 31, 2024
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC1.20%0.03%428,63034,7008.81%8,701,189Mar 31, 2024
FJ CAPITAL MANAGEMENT LLC1.15%0.84%408,947--8,301,624Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC1.13%0.01%402,220-15,500-3.71%8,165,000Mar 31, 2024
PROSHARE ADVISORS LLC1.10%0.02%390,96727,2017.48%7,936,630Mar 31, 2024
NORTHERN TRUST CORP1.07%0.00%383,006-15,756-3.95%7,775,022Mar 31, 2024
POLARIS CAPITAL MANAGEMENT, LLC0.96%0.35%342,883-10,400-2.94%6,960,525Mar 31, 2024
BANK OF NEW YORK MELLON CORP0.84%0.00%300,477-9,988-3.22%6,099,683Mar 31, 2024
LSV ASSET MANAGEMENT0.77%0.01%274,17716,4036.36%5,566,000Mar 31, 2024
MORGAN STANLEY0.69%0.00%246,036-66,310-21.23%4,994,566Mar 31, 2024
NUVEEN ASSET MANAGEMENT, LLC0.68%0.00%240,890-143,420-37.32%4,890,067Mar 31, 2024

Premier Financial's largest institutional shareholder is BLACKROCK INC., holding 12.27% of the company's total share outstanding, currently valued at $88.83M. The top 10 institutional shareholders own together 42.75% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ELIZABETH PARK CAPITAL ADVISORS, LTD.0.56%3.35%198,733--4,034,280Mar 31, 2024
EJF CAPITAL LLC0.44%2.24%158,633131,783490.81%3,220,250Mar 31, 2024
QSV EQUITY INVESTORS LLC0.14%0.99%50,936710.14%1,033,993Mar 31, 2024
FJ CAPITAL MANAGEMENT LLC1.15%0.84%408,947--8,301,624Mar 31, 2024
SIENA CAPITAL PARTNERS GP, LLC0.33%0.79%116,400--2,362,920Mar 31, 2024
SALZHAUER MICHAEL0.12%0.66%42,373--860,172Mar 31, 2024
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV0.11%0.39%40,86440,864100.00%829,539Mar 31, 2024
POLARIS CAPITAL MANAGEMENT, LLC0.96%0.35%342,883-10,400-2.94%6,960,525Mar 31, 2024
DENALI ADVISORS LLC0.09%0.20%33,0001,5004.76%669,900Mar 31, 2024
FOUNDRY PARTNERS, LLC0.49%0.19%174,185-5,515-3.07%3,535,955Mar 31, 2024
SJS INVESTMENT CONSULTING INC.0.09%0.13%32,954-101-0.31%668,958Mar 31, 2024
VERSOR INVESTMENTS LP0.06%0.09%22,824-3,700-13.95%463,327Mar 31, 2024
CM WEALTH ADVISORS LLC0.04%0.09%14,70014,700100.00%309,582Mar 31, 2024
ALGERT GLOBAL LLC0.28%0.08%99,654-3,988-3.85%2,023,000Mar 31, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.49%0.07%174,03163,48657.43%3,532,829Mar 31, 2024
CORNERCAP INVESTMENT COUNSEL INC0.06%0.07%22,95722,957100.00%466,027Mar 31, 2024
VENTURE VISIONARY PARTNERS LLC0.20%0.07%70,373160.02%1,428,567Mar 31, 2024
FARMERS TRUST CO0.03%0.05%11,933--242,240Mar 31, 2024
FRAZIER FINANCIAL ADVISORS, LLC0.01%0.04%2,508-735-22.66%50,913,000Mar 31, 2024
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC1.20%0.03%428,63034,7008.81%8,701,189Mar 31, 2024

The largest Premier Financial shareholder by % of total assets is ELIZABETH PARK CAPITAL ADVISORS, LTD.. The company owns 198.73K shares of Premier Financial (PFC), representing 3.35% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CHARLES SCHWAB INVESTMENT MANAGEMENT INC3.76%0.01%1,340,297275,19925.84%27,208,029Mar 31, 2024
EJF CAPITAL LLC0.44%2.24%158,633131,783490.81%3,220,250Mar 31, 2024
AMERICAN CENTURY COMPANIES INC1.56%0.01%555,979125,31629.10%11,286,374Mar 31, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.49%0.07%174,03163,48657.43%3,532,829Mar 31, 2024
INVESCO LTD.0.38%0.00%136,32958,42174.99%2,767,480Mar 31, 2024
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO0.15%0.00%53,84753,847100.00%1,093,094Mar 31, 2024
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV0.11%0.39%40,86440,864100.00%829,539Mar 31, 2024
EMPOWERED FUNDS, LLC0.15%0.02%53,73138,486252.45%1,090,739Mar 31, 2024
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC1.20%0.03%428,63034,7008.81%8,701,189Mar 31, 2024
TWO SIGMA INVESTMENTS, LP0.09%0.00%31,79831,798100.00%645,499Mar 31, 2024
PROSHARE ADVISORS LLC1.10%0.02%390,96727,2017.48%7,936,630Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.07%0.00%24,38124,381100.00%495,000Mar 31, 2024
CORNERCAP INVESTMENT COUNSEL INC0.06%0.07%22,95722,957100.00%466,027Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP6.39%0.01%2,276,70321,9020.97%46,217,071Mar 31, 2024
D.A. DAVIDSON & CO.0.09%0.01%33,61721,613180.05%682,425Mar 31, 2024
FRANKLIN RESOURCES INC0.59%0.00%211,95020,42010.66%4,302,586Mar 31, 2024
STATE OF NEW JERSEY COMMON PENSION FUND D0.41%0.01%144,53717,63513.90%2,934,101Mar 31, 2024
ZACKS INVESTMENT MANAGEMENT0.16%0.01%58,66017,22241.56%1,190,797Mar 31, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC0.05%0.00%17,17417,174100.00%348,632Mar 31, 2024
LSV ASSET MANAGEMENT0.77%0.01%274,17716,4036.36%5,566,000Mar 31, 2024

As of Mar 31 2024, Premier Financial's largest institutional buyer is CHARLES SCHWAB INVESTMENT MANAGEMENT INC. The company purchased 275.20K stocks of PFC, valued at $27.21M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
HILLSDALE INVESTMENT MANAGEMENT INC.----206,726-100.00%-Mar 31, 2024
BLACKROCK INC.12.27%0.00%4,375,808-168,367-3.71%88,828,905Mar 31, 2024
NUVEEN ASSET MANAGEMENT, LLC0.68%0.00%240,890-143,420-37.32%4,890,067Mar 31, 2024
MORGAN STANLEY0.69%0.00%246,036-66,310-21.23%4,994,566Mar 31, 2024
MANUFACTURERS LIFE INSURANCE COMPANY, THE2.23%0.01%795,369-61,918-7.22%16,145,991Mar 31, 2024
GSA CAPITAL PARTNERS LLP----50,778-100.00%-Mar 31, 2024
AQR CAPITAL MANAGEMENT LLC0.55%0.01%196,754-34,511-14.92%3,994,111Mar 31, 2024
ALLIANCEBERNSTEIN L.P.4.08%0.01%1,455,539-34,391-2.31%29,547,442Mar 31, 2024
ASSENAGON ASSET MANAGEMENT S.A.0.37%0.01%131,239-29,521-18.36%2,664,152Mar 31, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP0.04%0.00%13,940-27,960-66.73%283,000Mar 31, 2024
HRT FINANCIAL LP0.05%0.00%16,931-25,427-60.03%343,000Mar 31, 2024
UBS GROUP AG0.21%0.00%75,734-23,772-23.89%1,537,400Mar 31, 2024
BARCLAYS PLC0.20%0.00%73,062-21,458-22.70%1,483,000Mar 31, 2024
NEW YORK LIFE INVESTMENT MANAGEMENT LLC----16,789-100.00%-Mar 31, 2024
NORTHERN TRUST CORP1.07%0.00%383,006-15,756-3.95%7,775,022Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC1.13%0.01%402,220-15,500-3.71%8,165,000Mar 31, 2024
STATE OF WISCONSIN INVESTMENT BOARD----14,888-100.00%-Mar 31, 2024
JPMORGAN CHASE & CO1.75%0.00%622,890-14,658-2.30%12,644,667Mar 31, 2024
ROYAL BANK OF CANADA0.10%0.00%34,773-13,631-28.16%705,000Mar 31, 2024
MILLENNIUM MANAGEMENT LLC0.07%0.00%24,057-13,617-36.14%488,357Mar 31, 2024

As of Mar 31 2024, Premier Financial's biggest institutional seller is HILLSDALE INVESTMENT MANAGEMENT INC.. The company sold -0.21M shares of PFC, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
COMMONWEALTH EQUITY SERVICES, LLC0.07%0.00%24,38124,381100.00%495,000Mar 31, 2024
CORNERCAP INVESTMENT COUNSEL INC0.06%0.07%22,95722,957100.00%466,027Mar 31, 2024
JUMP FINANCIAL, LLC0.05%0.01%16,36516,365100.00%332,209Mar 31, 2024
CM WEALTH ADVISORS LLC0.04%0.09%14,70014,700100.00%309,582Mar 31, 2024
QUEST PARTNERS LLC0.01%0.01%3,4113,411100.00%69,243Mar 31, 2024
0.01%0.00%1,7981,798100.00%36,499Mar 31, 2024
FIDELIS CAPITAL PARTNERS, LLC0.00%0.02%1,4811,481100.00%204,470Mar 31, 2024
CIBC PRIVATE WEALTH GROUP, LLC0.00%-754754100.00%15,170,000Mar 31, 2024
POINT72 ASIA (SINGAPORE) PTE. LTD.0.00%0.00%557557100.00%11,307Mar 31, 2024
FERNWOOD INVESTMENT MANAGEMENT, LLC0.00%0.00%411411100.00%8,343,000Mar 31, 2024
BENJAMIN F. EDWARDS & COMPANY, INC.0.00%0.00%154154100.00%3,000Mar 31, 2024
PLANTE MORAN FINANCIAL ADVISORS, LLC0.00%0.00%146146100.00%2,964,000Mar 31, 2024
CONTINUUM ADVISORY, LLC0.00%0.00%8989100.00%1,892,000Mar 31, 2024

Premier Financial's largest new institutional shareholder by number of shares is COMMONWEALTH EQUITY SERVICES, LLC, purchased 24.38K shares, valued at $495.00K, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
HILLSDALE INVESTMENT MANAGEMENT INC.----206,726-100.00%-Mar 31, 2024
GSA CAPITAL PARTNERS LLP----50,778-100.00%-Mar 31, 2024
NEW YORK LIFE INVESTMENT MANAGEMENT LLC----16,789-100.00%-Mar 31, 2024
STATE OF WISCONSIN INVESTMENT BOARD----14,888-100.00%-Mar 31, 2024
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM----10,099-100.00%-Mar 31, 2024
ARIZONA STATE RETIREMENT SYSTEM----9,988-100.00%-Mar 31, 2024
ENVESTNET ASSET MANAGEMENT INC----9,943-100.00%-Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)----7,999-100.00%-Mar 31, 2024
SG AMERICAS SECURITIES, LLC----7,711-100.00%-Mar 31, 2024
LAZARD ASSET MANAGEMENT LLC----4,846-100.00%-Mar 31, 2024
AJOVISTA, LLC----4,782-100.00%-Mar 31, 2024
DEKABANK DEUTSCHE GIROZENTRALE----2,542-100.00%-Mar 31, 2024
MCGLONE SUTTNER WEALTH MANAGEMENT, INC.----893-100.00%-Mar 31, 2024
RALEIGH CAPITAL MANAGEMENT INC.----350-100.00%-Mar 31, 2024
C M BIDWELL & ASSOCIATES LTD----125-100.00%-Mar 31, 2024
GLASSMAN WEALTH SERVICES----107-100.00%-Mar 31, 2024
ADVISORY SERVICES NETWORK, LLC----106-100.00%-Mar 31, 2024

Premier Financial's largest sold out institutional shareholder by shares sold is HILLSDALE INVESTMENT MANAGEMENT INC., sold -0.21M shares, valued at -, as of undefined.

Premier Financial Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
VIRTUS ALTERNATIVE SOLUTIONS TRUST3.22%12,642--Jan 31, 2024
JOHN HANCOCK INVESTMENT TRUST II0.96%405,358-25,197-5.85%Jan 31, 2024
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND0.26%333,084-15,063-4.33%Dec 31, 2023
CORNERCAP GROUP OF FUNDS /VA/0.19%13,776--Sep 30, 2022
World Funds Trust0.14%77,268--Jan 31, 2024
AMERICAN CENTURY CAPITAL PORTFOLIOS INC0.13%95,385--Jan 31, 2024
AB CAP FUND, INC.0.10%277,239-93,510-25.22%Feb 29, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II0.06%1,490,804--Dec 31, 2023
VANGUARD VALLEY FORGE FUNDS0.06%27,886--Dec 31, 2023
Zacks Trust0.06%5,0195,019-Feb 29, 2024
STATE STREET INSTITUTIONAL FUNDS0.05%48,538--Dec 31, 2023
Vericimetry Funds0.05%5,144--Dec 31, 2023
FRANKLIN VALUE INVESTORS TRUST0.05%173,13518,37011.87%Jan 31, 2024
SARATOGA ADVANTAGE TRUST0.05%2,8232,823-Feb 29, 2024
BRIDGEWAY FUNDS INC0.04%95,300--Dec 29, 2023
Federated Hermes MDT Series0.03%63,543--Jan 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.01%5,415--Dec 31, 2023
QUANTITATIVE MASTER SERIES LLC0.01%63,5102,3533.85%Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.01%31,662--Jan 31, 2024
CULLEN FUNDS TRUST0.01%18,6841,0095.71%Dec 31, 2023
PRUDENTIAL INVESTMENT PORTFOLIOS 120.01%6,900--Jan 31, 2024
HOTCHKIS & WILEY FUNDS /DE/0.01%91,960-34,100-27.05%Dec 31, 2023
OBERWEIS FUNDS0.01%5,800--Dec 31, 2023
BlackRock Advantage SMID Cap Fund, Inc.0.01%1,376--Dec 29, 2023
FORUM FUNDS II0.01%6,635--Jan 31, 2024
Bernstein Fund Inc0.01%75,95039,360107.57%Dec 31, 2023
IndexIQ ETF Trust0.01%15,697-1,093-6.51%Jan 31, 2024
SSGA FUNDS0.01%2,547--Feb 29, 2024
FIDELITY COMMONWEALTH TRUST0.01%17,5542791.62%Feb 29, 2024
Nushares ETF Trust0.01%39,092--Jan 31, 2024
SCHWAB STRATEGIC TRUST0.00%881,85634,7624.10%Feb 29, 2024
VANGUARD INDEX FUNDS0.00%2,169,935580,53736.53%Dec 31, 2023
ADVISORS' INNER CIRCLE FUND0.00%59,4007,60314.68%Jan 31, 2024
AMERICAN CENTURY ETF TRUST0.00%493,092125,43434.12%Feb 29, 2024
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.00%9,132--Dec 31, 2023
Brown Advisory Funds0.00%100,214--Dec 31, 2023
Victory Portfolios II0.00%131,471--Dec 31, 2023
TARGET PORTFOLIO TRUST0.00%45,382--Jan 31, 2024
TIAA SEPARATE ACCOUNT VA 10.00%446--Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED FUND0.00%18,4906,26651.26%Dec 31, 2023
PUTNAM VARIABLE TRUST0.00%39,646--Dec 31, 2023
Fidelity Commonwealth Trust II0.00%11,144--Aug 31, 2023
FIDELITY CONCORD STREET TRUST0.00%336,5464,5661.38%Feb 29, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%1,660,371227,69515.89%Jan 31, 2024
DIMENSIONAL INVESTMENT GROUP INC0.00%21,760--Jan 31, 2024
Calvert Variable Products, Inc.0.00%3,489--Dec 31, 2023
PROSHARES TRUST0.00%355,439-57,174-13.86%Feb 29, 2024
Krane Shares Trust0.00%24,564--Dec 31, 2023
ALPS ETF Trust0.00%16,620-1,178-6.62%Feb 29, 2024
TIMOTHY PLAN0.00%5,825--Mar 31, 2024
Dimensional ETF Trust0.00%544,00415,7762.99%Jan 31, 2024
Principal Exchange-Traded Funds0.00%14,4874,25541.59%Mar 31, 2024
VICTORY PORTFOLIOS0.00%29,6003,05011.49%Dec 31, 2023
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%24,679--Dec 31, 2023
VANGUARD HORIZON FUNDS0.00%15,843--Dec 31, 2023
STERLING CAPITAL FUNDS0.00%15,1709,822183.66%Dec 29, 2023
INVESCO EXCHANGE-TRADED FUND TRUST0.00%57,1782,4844.54%Jan 31, 2024
NEXPOINT FUNDS I0.00%2,500--Dec 31, 2023
SunAmerica Specialty Series0.00%305--Apr 30, 2021
GOLDMAN SACHS VARIABLE INSURANCE TRUST0.00%1,989--Dec 31, 2023
Voya VARIABLE PORTFOLIOS INC0.00%15,642--Dec 31, 2023
PRUDENTIAL INVESTMENT PORTFOLIOS, INC.0.00%4,000--Dec 29, 2023
RBC FUNDS TRUST0.00%34,964--Dec 29, 2023
VALIC Co II0.00%13,3201000.76%Feb 28, 2021
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%1,715-46-2.61%Dec 31, 2023
Forethought Variable Insurance Trust0.00%1,420--Dec 29, 2023
OLD WESTBURY FUNDS INC0.00%41,951--Jan 31, 2024
MASTER INVESTMENT PORTFOLIO0.00%26,95414,331113.53%Dec 31, 2023
THRIVENT SERIES FUND INC0.00%32,185-7,847-19.60%Dec 29, 2023
SA FUNDS INVESTMENT TRUST0.00%4,193--Dec 31, 2023
COLLEGE RETIREMENT EQUITIES FUND0.00%301,63879,61035.86%Dec 31, 2023
VANGUARD WORLD FUND0.00%55,024-2,288-3.99%Feb 29, 2024
Invesco Exchange-Traded Self-Indexed Fund Trust0.00%49,0559321.94%Feb 29, 2024
THRIVENT MUTUAL FUNDS0.00%18,796-2,102-10.06%Jan 31, 2024
TIAA-CREF LIFE FUNDS0.00%586--Dec 31, 2023
EMPOWER FUNDS, INC.0.00%298,719--Dec 31, 2023
ALLSPRING MASTER TRUST0.00%12,026--Feb 29, 2024
Direxion Shares ETF Trust0.00%27,6783,10012.61%Jan 31, 2024
VALIC Co I0.00%48,6172,7485.99%Feb 29, 2024
IVY FUNDS0.00%12,319--Dec 29, 2023
DFA INVESTMENT TRUST CO0.00%21,760--Jan 31, 2024
GPS Funds I0.00%738--Dec 31, 2023
VARIABLE INSURANCE PRODUCTS FUND II0.00%1,915-966-33.53%Dec 31, 2023
FLEXSHARES TRUST0.00%11,288-1,292-10.27%Jan 31, 2024
RUSSELL INVESTMENT FUNDS0.00%9,1841,84425.12%Dec 31, 2023
MML SERIES INVESTMENT FUND0.00%1,306--Dec 31, 2023
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%11,597--Dec 31, 2023
RUSSELL INVESTMENT CO0.00%39,7529,37530.86%Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND VI0.00%569--Dec 31, 2023
T. Rowe Price Index Trust, Inc.0.00%2,066--Feb 29, 2024
HC CAPITAL TRUST0.00%3,3601,832119.90%Dec 31, 2023
JPMORGAN TRUST II0.00%104,245--Feb 29, 2024
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST0.00%5,737--Dec 31, 2023
Lattice Strategies Trust0.00%188--Dec 31, 2023
PUTNAM ASSET ALLOCATION FUNDS0.00%198-10,079-98.07%Feb 29, 2024
EQ ADVISORS TRUST0.00%101,208-1,666-1.62%Dec 31, 2023
WisdomTree Trust0.00%165,060--Feb 29, 2024
Legg Mason ETF Investment Trust0.00%2,633--Dec 31, 2023
GLENMEDE FUND INC0.00%711--Jan 31, 2024
VANGUARD SCOTTSDALE FUNDS0.00%155,41816,95112.24%Feb 29, 2024

Premier Financial's largest mutual fund holder by % of total assets is "VIRTUS ALTERNATIVE SOLUTIONS TRUST", owning 12.64K shares, compromising 3.22% of its total assets.

Premier Financial Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 24164-0.61%
31 Dec, 23165-
30 Sep, 2316513.01%
30 Jun, 23146-1.35%
31 Mar, 231482.78%
31 Dec, 221445.88%
30 Sep, 221362.26%
30 Jun, 22133-10.74%
31 Mar, 221493.47%
31 Dec, 211443.60%
30 Sep, 211395.30%
30 Jun, 211321.54%
31 Mar, 211307.44%
31 Dec, 201213.42%
30 Sep, 20117-
30 Jun, 2011711600.00%
31 Mar, 201-
31 Dec, 191-
30 Sep, 191-
30 Jun, 191-
31 Mar, 191-
31 Dec, 181-

As of 31 Mar 24, 164 institutions are holding Premier Financial's shares, representing a decrease of -0.61% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 2423,586,0920.15%
31 Dec, 2323,551,1321.85%
30 Sep, 2323,124,302-0.75%
30 Jun, 2323,298,6120.18%
31 Mar, 2323,256,591-2.42%
31 Dec, 2223,832,4690.85%
30 Sep, 2223,631,031-1.02%
30 Jun, 2223,875,738-1.58%
31 Mar, 2224,259,7801.03%
31 Dec, 2124,011,947-1.92%
30 Sep, 2124,482,9720.37%
30 Jun, 2124,391,782-1.45%
31 Mar, 2124,751,2182.97%
31 Dec, 2024,037,5080.46%
30 Sep, 2023,926,611-1.36%
30 Jun, 2024,255,7643525447.09%
31 Mar, 2068851.21%
31 Dec, 19455-
30 Sep, 19455-
30 Jun, 194555.08%
31 Mar, 19433-
31 Dec, 18433-

Premier Financial (PFC) has 23.59M shares outstanding as of 31 Mar 24, up 0.15% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2466.15%1.53%
31 Dec, 2365.83%1.57%
30 Sep, 2364.73%1.51%
30 Jun, 2365.43%1.53%
31 Mar, 2365.32%1.46%
31 Dec, 2266.97%1.52%
30 Sep, 2266.41%1.47%
30 Jun, 2267.10%1.48%
31 Mar, 2267.43%1.57%
31 Dec, 2165.46%1.50%
30 Sep, 2165.99%1.54%
30 Jun, 2165.44%1.48%
31 Mar, 2166.40%1.48%
31 Dec, 2066.95%1.63%
30 Sep, 2064.15%1.52%
30 Jun, 2065.05%1359801081.82%
31 Mar, 200.00%41186.96%
31 Dec, 190.00%43404.35%
30 Sep, 190.00%43456.52%
30 Jun, 190.00%48327.27%
31 Mar, 190.00%48328.57%
31 Dec, 180.00%-

As of 31 Mar 24, Premier Financial is held by 66.15% institutional shareholders, representing a 1.53% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 2474-3.90%
31 Dec, 2377-8.33%
30 Sep, 238421.74%
30 Jun, 2369-13.75%
31 Mar, 238011.11%
31 Dec, 227235.85%
30 Sep, 2253-
30 Jun, 2253-19.70%
31 Mar, 22663.13%
31 Dec, 216423.08%
30 Sep, 2152-10.34%
30 Jun, 21589.43%
31 Mar, 21536.00%
31 Dec, 205025.00%
30 Sep, 2040-65.81%
30 Jun, 2011711600.00%
31 Mar, 201-
31 Dec, 19--
30 Sep, 19--100.00%
30 Jun, 191-
31 Mar, 19--100.00%
31 Dec, 181-

74 institutional shareholders have increased their position in PFC stock as of 31 Mar 24 compared to 77 in the previous quarter (a -3.90% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 2453-8.62%
31 Dec, 23585.45%
30 Sep, 23555.77%
30 Jun, 235220.93%
31 Mar, 2343-4.44%
31 Dec, 2245-22.41%
30 Sep, 22583.57%
30 Jun, 2256-1.75%
31 Mar, 225726.67%
31 Dec, 2145-18.18%
30 Sep, 21557.84%
30 Jun, 2151-7.27%
31 Mar, 215517.02%
31 Dec, 2047-6.00%
30 Sep, 2050-
30 Jun, 20--
31 Mar, 20--
31 Dec, 19--
30 Sep, 19--
30 Jun, 19--
31 Mar, 19--
31 Dec, 18--

53 institutional shareholders have reduced their position in PFC stock as of 31 Mar 24 compared to 58 in the previous quarter (a -8.62% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 24164-0.61%23,586,0920.15%66.15%1.53%74-3.90%53-8.62%
31 Dec, 23165-23,551,1321.85%65.83%1.57%77-8.33%585.45%
30 Sep, 2316513.01%23,124,302-0.75%64.73%1.51%8421.74%555.77%
30 Jun, 23146-1.35%23,298,6120.18%65.43%1.53%69-13.75%5220.93%
31 Mar, 231482.78%23,256,591-2.42%65.32%1.46%8011.11%43-4.44%
31 Dec, 221445.88%23,832,4690.85%66.97%1.52%7235.85%45-22.41%
30 Sep, 221362.26%23,631,031-1.02%66.41%1.47%53-583.57%
30 Jun, 22133-10.74%23,875,738-1.58%67.10%1.48%53-19.70%56-1.75%
31 Mar, 221493.47%24,259,7801.03%67.43%1.57%663.13%5726.67%
31 Dec, 211443.60%24,011,947-1.92%65.46%1.50%6423.08%45-18.18%
30 Sep, 211395.30%24,482,9720.37%65.99%1.54%52-10.34%557.84%
30 Jun, 211321.54%24,391,782-1.45%65.44%1.48%589.43%51-7.27%
31 Mar, 211307.44%24,751,2182.97%66.40%1.48%536.00%5517.02%
31 Dec, 201213.42%24,037,5080.46%66.95%1.63%5025.00%47-6.00%
30 Sep, 20117-23,926,611-1.36%64.15%1.52%40-65.81%50-
30 Jun, 2011711600.00%24,255,7643525447.09%65.05%1359801081.82%11711600.00%--
31 Mar, 201-68851.21%0.00%41186.96%1---
31 Dec, 191-455-0.00%43404.35%----
30 Sep, 191-455-0.00%43456.52%--100.00%--
30 Jun, 191-4555.08%0.00%48327.27%1---
31 Mar, 191-433-0.00%48328.57%--100.00%--
31 Dec, 181-433-0.00%-1---

Premier Financial Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 16, 2024Hileman Donald P.director-S-SaleSell1,500$21.19$31.79K29,811

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 16, 2024Hileman Donald P.director-S-SaleSell1,500$21.19$31.79K29,811
Apr 03, 2024Small Gary Mdirector, officer President and CEOF-InKindSell1,380$20.12$27.77K81,411
Apr 03, 2024Chandhok Varunofficer EVP, Chief Information OfficerF-InKindSell288$20.12$5.79K13,048
Mar 05, 2024Small Gary Mdirector, officer President and CEOF-InKindSell422$20.01$8.44K77,606
Feb 26, 2024Small Gary Mdirector, officer President and CEOF-InKindSell1,448$19.99$28.95K78,028
Feb 26, 2024Rose Dennis E Jrofficer EVP, Chief Strategy OfficerF-InKindSell534$19.99$10.67K40,144
Feb 26, 2024Nutter Tinaofficer EVP, Chief Risk OfficerF-InKindSell289$19.99$5.78K11,004

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 16, 2024Hileman Donald P.director-S-SaleSell1,500$21.19$31.79K29,811
May 02, 2024Burdman Lee J.director-A-AwardBuy2,064--35,484
May 02, 2024Bookmyer Johndirector-A-AwardBuy2,064--59,083
May 02, 2024Bettinger Terri Adirector-A-AwardBuy2,064--10,953
May 02, 2024Altman Louis Michaeldirector-A-AwardBuy2,064--5,154
May 02, 2024Afzal Zahiddirector-A-AwardBuy2,064--9,262
May 02, 2024ADAMS MARTY Edirector-A-AwardBuy2,064--6,346
May 02, 2024SCHIRALDI RICHARD Jdirector-A-AwardBuy2,064--4,037
May 02, 2024Robison Mark Andrewdirector-A-AwardBuy2,064--9,287
May 02, 2024Niehaus Charles D.director-A-AwardBuy2,064--23,888
May 02, 2024Lanier Nikki Robinsondirector-A-AwardBuy2,064--5,297
May 02, 2024Hubbard Jean A.director-A-AwardBuy2,064--20,830
May 02, 2024Strausbaugh Samuel Sdirector-A-AwardBuy2,064--24,398
Apr 03, 2024Small Gary Mdirector, officer President and CEOF-InKindSell1,380$20.12$27.77K81,411
Apr 03, 2024Chandhok Varunofficer EVP, Chief Information OfficerF-InKindSell288$20.12$5.79K13,048
Mar 12, 2024Small Gary Mdirector, officer President and CEOA-AwardBuy5,185--82,791
Mar 05, 2024Small Gary Mdirector, officer President and CEOF-InKindSell422$20.01$8.44K77,606
Feb 26, 2024Small Gary Mdirector, officer President and CEOF-InKindSell1,448$19.99$28.95K78,028
Feb 26, 2024Rose Dennis E Jrofficer EVP, Chief Strategy OfficerF-InKindSell534$19.99$10.67K40,144
Feb 26, 2024Nutter Tinaofficer EVP, Chief Risk OfficerF-InKindSell289$19.99$5.78K11,004

The last insider sell of Premier Financial's stock was made by Hileman Donald P. on May 16 2024, selling 1,500 shares at $21.19 per share (valued at $31.79K).

Premier Financial Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 2024123400.00%
Q1 20242120105.00%
Q4 20233475.00%
Q3 202353166.67%
Q2 2023155300.00%
Q1 20232013153.85%
Q4 20221425.00%
Q3 20221250.00%
Q2 2022135260.00%
Q1 20223650.00%
Q4 20212450.00%
Q3 202111100.00%
Q2 202142200.00%
Q1 2021173566.67%
Q4 2020106166.67%
Q3 20206--
Q2 20202321109.52%
Q1 20205710570.00%
Q4 2019144350.00%
Q3 2019152750.00%

12 total buy trades, and 3 total sell trades (buy/sell ratio of 4.00%) were made by Premier Financial's insiders, as of Q2 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 2024-1-
Q1 2024-1-
Q4 2023-2-
Q3 2023-1-
Q2 2023-1-
Q1 2023-3-
Q4 2022-2-
Q3 2022-2-
Q2 2022-1-
Q1 20221250.00%
Q4 202111100.00%
Q3 2021---
Q2 2021---
Q1 20211--
Q4 202063200.00%
Q3 20202--
Q2 2020---
Q1 2020-1-
Q4 2019-3-
Q3 2019-1-

As of Q2 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of Premier Financial's stocks.

Premier Financial Peer Ownership


TickerCompany
BWFGBankwell Financial Group, Inc.
MBCNMiddlefield Banc Corp.
OFEDOconee Federal Financial Corp.
HBCPHome Bancorp, Inc.
QCRHQCR Holdings, Inc.
GSBCGreat Southern Bancorp, Inc.
HFBLHome Federal Bancorp, Inc. of Louisiana
HTBIHomeTrust Bancshares, Inc.
HMNFHMN Financial, Inc.
AFBIAffinity Bancshares, Inc.
BKSCBank of South Carolina Corporation
CIVBCivista Bancshares, Inc.
HVBCHV Bancorp, Inc.
FNWDFinward Bancorp
FCFFirst Commonwealth Financial Corporation
HFWAHeritage Financial Corporation
FRSTPrimis Financial Corp.

PFC Ownership FAQ


Premier Financial is owned by institutional shareholders (66.15%), insiders (2.08%), and public (31.76%). The largest institutional shareholder of Premier Financial is BLACKROCK INC. (12.27% of total shares) and the top mutual fund owner is VIRTUS ALTERNATIVE SOLUTIONS TRUST (3.22% of total shares).

Premier Financial's major institutional shareholders are BLACKROCK INC., DIMENSIONAL FUND ADVISORS LP, VANGUARD GROUP INC, ALLIANCEBERNSTEIN L.P., and CHARLES SCHWAB INVESTMENT MANAGEMENT INC. The top five shareholders own together 32.06% of the company's share outstanding.

As of Mar 2024, there are 164 institutional shareholders of Premier Financial.

BLACKROCK INC owns 4.38M shares of Premier Financial, representing 12.27% of the company's total shares outstanding, valued at $88.83M (as of Mar 2024).

As of Mar 2024, DIMENSIONAL FUND ADVISORS LP holds 2.28M shares of Premier Financial (PFC), compromising 6.39% of the company, valued at $46.22M.

VANGUARD GROUP INC is the third largest holder of Premier Financial. The company owns 1.98M of the company's shares outstanding (worth $40.27M).