SHF Ownership 2024 | Who Owns SHF Now?

Overview RevenueFinancials Chart Transcripts

Institutional Ownership

28.36%

Insider Ownership

43.31%

Retail Ownership

28.33%

Institutional Holders

17.00

SHF Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
ATALAYA CAPITAL MANAGEMENT LP	7.99%	0.26%	1,517,924	-	-	819,679,000	Mar 31, 2023
AYRTON CAPITAL LLC	6.21%	2.16%	1,178,249	-	-	600,907,000	Mar 31, 2023
SABBY MANAGEMENT, LLC	6.13%	0.52%	1,163,914	1,003,350	624.89%	593,596,000	Mar 31, 2023
COHEN & CO FINANCIAL MANAGEMENT, LLC	5.11%	1.46%	971,204	-	-	495,314,000	Mar 31, 2023
ANSON FUNDS MANAGEMENT LP	1.17%	0.02%	221,854	221,854	100.00%	113,146,000,000,000	Mar 31, 2023
WALLEYE CAPITAL LLC	0.64%	0.00%	121,829	-72,806	-37.41%	65,386,000	Mar 31, 2023
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.33%	-	62,599	48,420	341.49%	33,597,000	Mar 31, 2023
B. RILEY WEALTH ADVISORS, INC.	0.17%	0.00%	32,862	32,862	100.00%	16,760,000	Mar 31, 2023
VIRTU FINANCIAL LLC	0.15%	0.00%	27,895	27,895	100.00%	15,000	Mar 31, 2023
BEACON POINTE ADVISORS, LLC	0.13%	0.00%	25,000	25,000	100.00%	12,750,000	Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)	0.13%	0.00%	24,871	22,651	1020.32%	13,000	Mar 31, 2023
VANGUARD GROUP INC	0.11%	-	20,499	20,499	100.00%	10,454,000	Mar 31, 2023
NORTHERN TRUST CORP	0.08%	-	14,314	14,314	100.00%	7,300,000	Mar 31, 2023
UBS GROUP AG	0.01%	-	2,161	154	7.67%	1,102,000	Mar 31, 2023
MORGAN STANLEY	0.00%	-	193	191	9550.00%	98,000	Mar 31, 2023
WELLS FARGO & COMPANY/MN	0.00%	-	107	84	365.22%	55,000	Mar 31, 2023
BANK OF AMERICA CORP /DE/	0.00%	-	16	10	166.67%	8,000	Mar 31, 2023
GOLDMAN SACHS GROUP INC	-	-	-	-14,058	-100.00%	-	Mar 31, 2023
IFP ADVISORS, INC	-	-	-	-4,000	-100.00%	-	Mar 31, 2023
VIDENT INVESTMENT ADVISORY, LLC	-	-	-	-44,450	-100.00%	-	Mar 31, 2023

SHF's largest institutional shareholder is ATALAYA CAPITAL MANAGEMENT LP, holding 7.99% of the company's total share outstanding, currently valued at $819.68M. The top 10 institutional shareholders own together 28.03% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
AYRTON CAPITAL LLC	6.21%	2.16%	1,178,249	-	-	600,907,000	Mar 31, 2023
COHEN & CO FINANCIAL MANAGEMENT, LLC	5.11%	1.46%	971,204	-	-	495,314,000	Mar 31, 2023
SABBY MANAGEMENT, LLC	6.13%	0.52%	1,163,914	1,003,350	624.89%	593,596,000	Mar 31, 2023
ATALAYA CAPITAL MANAGEMENT LP	7.99%	0.26%	1,517,924	-	-	819,679,000	Mar 31, 2023
ANSON FUNDS MANAGEMENT LP	1.17%	0.02%	221,854	221,854	100.00%	113,146,000,000,000	Mar 31, 2023
VIRTU FINANCIAL LLC	0.15%	0.00%	27,895	27,895	100.00%	15,000	Mar 31, 2023
WALLEYE CAPITAL LLC	0.64%	0.00%	121,829	-72,806	-37.41%	65,386,000	Mar 31, 2023
B. RILEY WEALTH ADVISORS, INC.	0.17%	0.00%	32,862	32,862	100.00%	16,760,000	Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)	0.13%	0.00%	24,871	22,651	1020.32%	13,000	Mar 31, 2023
BEACON POINTE ADVISORS, LLC	0.13%	0.00%	25,000	25,000	100.00%	12,750,000	Mar 31, 2023
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.33%	-	62,599	48,420	341.49%	33,597,000	Mar 31, 2023
NORTHERN TRUST CORP	0.08%	-	14,314	14,314	100.00%	7,300,000	Mar 31, 2023
UBS GROUP AG	0.01%	-	2,161	154	7.67%	1,102,000	Mar 31, 2023
VANGUARD GROUP INC	0.11%	-	20,499	20,499	100.00%	10,454,000	Mar 31, 2023
WELLS FARGO & COMPANY/MN	0.00%	-	107	84	365.22%	55,000	Mar 31, 2023
MORGAN STANLEY	0.00%	-	193	191	9550.00%	98,000	Mar 31, 2023
BANK OF AMERICA CORP /DE/	0.00%	-	16	10	166.67%	8,000	Mar 31, 2023
GOLDMAN SACHS GROUP INC	-	-	-	-14,058	-100.00%	-	Mar 31, 2023
IFP ADVISORS, INC	-	-	-	-4,000	-100.00%	-	Mar 31, 2023
VIDENT INVESTMENT ADVISORY, LLC	-	-	-	-44,450	-100.00%	-	Mar 31, 2023

The largest SHF shareholder by % of total assets is AYRTON CAPITAL LLC. The company owns 1.18M shares of SHF (SHFS), representing 2.16% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
SABBY MANAGEMENT, LLC	6.13%	0.52%	1,163,914	1,003,350	624.89%	593,596,000	Mar 31, 2023
ANSON FUNDS MANAGEMENT LP	1.17%	0.02%	221,854	221,854	100.00%	113,146,000,000,000	Mar 31, 2023
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.33%	-	62,599	48,420	341.49%	33,597,000	Mar 31, 2023
B. RILEY WEALTH ADVISORS, INC.	0.17%	0.00%	32,862	32,862	100.00%	16,760,000	Mar 31, 2023
VIRTU FINANCIAL LLC	0.15%	0.00%	27,895	27,895	100.00%	15,000	Mar 31, 2023
BEACON POINTE ADVISORS, LLC	0.13%	0.00%	25,000	25,000	100.00%	12,750,000	Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)	0.13%	0.00%	24,871	22,651	1020.32%	13,000	Mar 31, 2023
VANGUARD GROUP INC	0.11%	-	20,499	20,499	100.00%	10,454,000	Mar 31, 2023
NORTHERN TRUST CORP	0.08%	-	14,314	14,314	100.00%	7,300,000	Mar 31, 2023
MORGAN STANLEY	0.00%	-	193	191	9550.00%	98,000	Mar 31, 2023
UBS GROUP AG	0.01%	-	2,161	154	7.67%	1,102,000	Mar 31, 2023
WELLS FARGO & COMPANY/MN	0.00%	-	107	84	365.22%	55,000	Mar 31, 2023
BANK OF AMERICA CORP /DE/	0.00%	-	16	10	166.67%	8,000	Mar 31, 2023
ATALAYA CAPITAL MANAGEMENT LP	7.99%	0.26%	1,517,924	-	-	819,679,000	Mar 31, 2023
COHEN & CO FINANCIAL MANAGEMENT, LLC	5.11%	1.46%	971,204	-	-	495,314,000	Mar 31, 2023
AYRTON CAPITAL LLC	6.21%	2.16%	1,178,249	-	-	600,907,000	Mar 31, 2023
FNY INVESTMENT ADVISERS, LLC	-	-	-	-2,000	-100.00%	-	Mar 31, 2023
IFP ADVISORS, INC	-	-	-	-4,000	-100.00%	-	Mar 31, 2023
GOLDMAN SACHS GROUP INC	-	-	-	-14,058	-100.00%	-	Mar 31, 2023
VIDENT INVESTMENT ADVISORY, LLC	-	-	-	-44,450	-100.00%	-	Mar 31, 2023

As of Mar 31 2023, SHF's largest institutional buyer is SABBY MANAGEMENT, LLC. The company purchased 1.00M stocks of SHFS, valued at $593.60M.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
WALLEYE CAPITAL LLC	0.64%	0.00%	121,829	-72,806	-37.41%	65,386,000	Mar 31, 2023
VIDENT INVESTMENT ADVISORY, LLC	-	-	-	-44,450	-100.00%	-	Mar 31, 2023
GOLDMAN SACHS GROUP INC	-	-	-	-14,058	-100.00%	-	Mar 31, 2023
IFP ADVISORS, INC	-	-	-	-4,000	-100.00%	-	Mar 31, 2023
FNY INVESTMENT ADVISERS, LLC	-	-	-	-2,000	-100.00%	-	Mar 31, 2023
AYRTON CAPITAL LLC	6.21%	2.16%	1,178,249	-	-	600,907,000	Mar 31, 2023
COHEN & CO FINANCIAL MANAGEMENT, LLC	5.11%	1.46%	971,204	-	-	495,314,000	Mar 31, 2023
ATALAYA CAPITAL MANAGEMENT LP	7.99%	0.26%	1,517,924	-	-	819,679,000	Mar 31, 2023
BANK OF AMERICA CORP /DE/	0.00%	-	16	10	166.67%	8,000	Mar 31, 2023
WELLS FARGO & COMPANY/MN	0.00%	-	107	84	365.22%	55,000	Mar 31, 2023
UBS GROUP AG	0.01%	-	2,161	154	7.67%	1,102,000	Mar 31, 2023
MORGAN STANLEY	0.00%	-	193	191	9550.00%	98,000	Mar 31, 2023
NORTHERN TRUST CORP	0.08%	-	14,314	14,314	100.00%	7,300,000	Mar 31, 2023
VANGUARD GROUP INC	0.11%	-	20,499	20,499	100.00%	10,454,000	Mar 31, 2023
TOWER RESEARCH CAPITAL LLC (TRC)	0.13%	0.00%	24,871	22,651	1020.32%	13,000	Mar 31, 2023
BEACON POINTE ADVISORS, LLC	0.13%	0.00%	25,000	25,000	100.00%	12,750,000	Mar 31, 2023
VIRTU FINANCIAL LLC	0.15%	0.00%	27,895	27,895	100.00%	15,000	Mar 31, 2023
B. RILEY WEALTH ADVISORS, INC.	0.17%	0.00%	32,862	32,862	100.00%	16,760,000	Mar 31, 2023
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.33%	-	62,599	48,420	341.49%	33,597,000	Mar 31, 2023
ANSON FUNDS MANAGEMENT LP	1.17%	0.02%	221,854	221,854	100.00%	113,146,000,000,000	Mar 31, 2023

As of Mar 31 2023, SHF's biggest institutional seller is WALLEYE CAPITAL LLC. The company sold -72.81K shares of SHFS, valued at $65.39M.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
ANSON FUNDS MANAGEMENT LP	1.17%	0.02%	221,854	221,854	100.00%	113,146,000,000,000	Mar 31, 2023
B. RILEY WEALTH ADVISORS, INC.	0.17%	0.00%	32,862	32,862	100.00%	16,760,000	Mar 31, 2023
VIRTU FINANCIAL LLC	0.15%	0.00%	27,895	27,895	100.00%	15,000	Mar 31, 2023
BEACON POINTE ADVISORS, LLC	0.13%	0.00%	25,000	25,000	100.00%	12,750,000	Mar 31, 2023
VANGUARD GROUP INC	0.11%	-	20,499	20,499	100.00%	10,454,000	Mar 31, 2023
NORTHERN TRUST CORP	0.08%	-	14,314	14,314	100.00%	7,300,000	Mar 31, 2023

SHF's largest new institutional shareholder by number of shares is ANSON FUNDS MANAGEMENT LP, purchased 221.85K shares, valued at $113.15T, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VIDENT INVESTMENT ADVISORY, LLC	-	-	-	-44,450	-100.00%	-	Mar 31, 2023
GOLDMAN SACHS GROUP INC	-	-	-	-14,058	-100.00%	-	Mar 31, 2023
IFP ADVISORS, INC	-	-	-	-4,000	-100.00%	-	Mar 31, 2023
FNY INVESTMENT ADVISERS, LLC	-	-	-	-2,000	-100.00%	-	Mar 31, 2023

SHF's largest sold out institutional shareholder by shares sold is VIDENT INVESTMENT ADVISORY, LLC, sold -44.45K shares, valued at -, as of undefined.

SHF Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
VANGUARD INDEX FUNDS	0.00%	551,197	455,868	478.20%	Mar 31, 2024
FIDELITY CONCORD STREET TRUST	0.00%	129,669	37,563	40.78%	Feb 29, 2024
SCHWAB STRATEGIC TRUST	0.00%	113,993	-	-	Feb 29, 2024

SHF's largest mutual fund holder by % of total assets is "VANGUARD INDEX FUNDS", owning 551.20K shares, compromising 0.00% of its total assets.

SHF Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
31 Mar, 23	17	13.33%
31 Dec, 22	15	200.00%
30 Sep, 22	5	-

As of 31 Mar 23, 17 institutions are holding SHF's shares, representing an increase of 13.33% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
31 Mar, 23	5,385,491	31.18%
31 Dec, 22	4,105,521	7.62%
30 Sep, 22	3,814,916	-

SHF (SHFS) has 5.39M shares outstanding as of 31 Mar 23, up 31.18% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
31 Mar, 23	28.36%	43.42%
31 Dec, 22	19.78%	-80.22%
30 Sep, 22	100.00%	-

As of 31 Mar 23, SHF is held by 28.36% institutional shareholders, representing a 43.42% growth compared to 31 Dec 22.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
31 Mar, 23	7	600.00%
31 Dec, 22	1	-
30 Sep, 22	-	-

7 institutional shareholders have increased their position in SHFS stock as of 31 Mar 23 compared to 1 in the previous quarter (a 600.00% increase).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
31 Mar, 23	1	-66.67%
31 Dec, 22	3	-
30 Sep, 22	-	-

1 institutional shareholders have reduced their position in SHFS stock as of 31 Mar 23 compared to 3 in the previous quarter (a -66.67% decrease).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
31 Mar, 23	17	13.33%	5,385,491	31.18%	28.36%	43.42%	7	600.00%	1	-66.67%
31 Dec, 22	15	200.00%	4,105,521	7.62%	19.78%	-80.22%	1	-	3	-
30 Sep, 22	5	-	3,814,916	-	100.00%	-	-	-	-	-

SHF Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Dec 18, 2023	Seefried Sundie	officer	Chief Executive Officer	P-Purchase	Buy	24,700	$0.96	$23.74K	1,248,172
Dec 18, 2023	Fagan Doug	director	-	P-Purchase	Buy	15,000	$0.97	$14.58K	48,000
Dec 13, 2023	Roda Dan	officer	EVP & Chief Operating Officer	P-Purchase	Buy	1,000	$1.00	$999.90	928,869
Dec 12, 2023	Niehaus Jonathon	director	-	P-Purchase	Buy	10,000	$0.94	$9.36K	164,359
Dec 12, 2023	Niehaus Jonathon	director	-	P-Purchase	Buy	5,000	$0.75	$3.75K	154,359
Dec 12, 2023	Summers Jonathan	director	-	P-Purchase	Buy	3,000	$0.95	$2.85K	151,128
Dec 12, 2023	Summers Jonathan	director	-	P-Purchase	Buy	5,000	$0.93	$4.65K	148,128
Dec 12, 2023	Emmi Donald	officer	Chief Legal Officer	P-Purchase	Buy	7,500	$1.00	$7.50K	369,197
Dec 12, 2023	Seefried Sundie	officer	Chief Executive Officer	P-Purchase	Buy	5,200	$0.94	$4.90K	1,223,472
Dec 12, 2023	Seefried Sundie	officer	Chief Executive Officer	P-Purchase	Buy	3,700	$0.99	$3.67K	1,218,272
Dec 07, 2023	Emmi Donald	officer	Chief Legal Officer	P-Purchase	Buy	66,000	$0.87	$57.42K	361,697
Dec 07, 2023	Seefried Sundie	officer	Chief Executive Officer	P-Purchase	Buy	20,000	$0.88	$17.54K	1,214,572
Dec 05, 2023	Carleton Richard	director	-	P-Purchase	Buy	45,000	$0.80	$35.77K	180,128
Dec 05, 2023	Seefried Sundie	officer	Chief Executive Officer	P-Purchase	Buy	9,500	$0.82	$7.79K	1,194,572
Dec 05, 2023	Seefried Sundie	officer	Chief Executive Officer	P-Purchase	Buy	12,239	$0.75	$9.18K	1,185,072
Dec 04, 2023	Fagan Doug	director	-	P-Purchase	Buy	13,000	$0.77	$10.01K	33,000

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Dec 18, 2023	Seefried Sundie	officer	Chief Executive Officer	P-Purchase	Buy	24,700	$0.96	$23.74K	1,248,172
Dec 18, 2023	Fagan Doug	director	-	P-Purchase	Buy	15,000	$0.97	$14.58K	48,000
Dec 13, 2023	Roda Dan	officer	EVP & Chief Operating Officer	P-Purchase	Buy	1,000	$1.00	$999.90	928,869
Dec 12, 2023	Niehaus Jonathon	director	-	P-Purchase	Buy	10,000	$0.94	$9.36K	164,359
Dec 12, 2023	Niehaus Jonathon	director	-	P-Purchase	Buy	5,000	$0.75	$3.75K	154,359
Dec 12, 2023	Summers Jonathan	director	-	P-Purchase	Buy	3,000	$0.95	$2.85K	151,128
Dec 12, 2023	Summers Jonathan	director	-	P-Purchase	Buy	5,000	$0.93	$4.65K	148,128
Dec 12, 2023	Emmi Donald	officer	Chief Legal Officer	P-Purchase	Buy	7,500	$1.00	$7.50K	369,197
Dec 12, 2023	Seefried Sundie	officer	Chief Executive Officer	P-Purchase	Buy	5,200	$0.94	$4.90K	1,223,472
Dec 12, 2023	Seefried Sundie	officer	Chief Executive Officer	P-Purchase	Buy	3,700	$0.99	$3.67K	1,218,272
Dec 07, 2023	Emmi Donald	officer	Chief Legal Officer	P-Purchase	Buy	66,000	$0.87	$57.42K	361,697
Dec 07, 2023	Seefried Sundie	officer	Chief Executive Officer	P-Purchase	Buy	20,000	$0.88	$17.54K	1,214,572
Dec 05, 2023	Carleton Richard	director	-	P-Purchase	Buy	45,000	$0.80	$35.77K	180,128
Dec 05, 2023	Seefried Sundie	officer	Chief Executive Officer	P-Purchase	Buy	9,500	$0.82	$7.79K	1,194,572
Dec 05, 2023	Seefried Sundie	officer	Chief Executive Officer	P-Purchase	Buy	12,239	$0.75	$9.18K	1,185,072
Dec 04, 2023	Fagan Doug	director	-	P-Purchase	Buy	13,000	$0.77	$10.01K	33,000

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Nov 27, 2023	Darwin John	director	-	J-Other	Sell	325,313	$0.72	$234.23K	1,443,157
Jun 28, 2023	Darwin John	director	-	J-Other	Sell	97,096	$0.52	$50.49K	1,768,470

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Dec 18, 2023	Seefried Sundie	officer	Chief Executive Officer	P-Purchase	Buy	24,700	$0.96	$23.74K	1,248,172
Dec 18, 2023	Fagan Doug	director	-	P-Purchase	Buy	15,000	$0.97	$14.58K	48,000
Dec 13, 2023	Roda Dan	officer	EVP & Chief Operating Officer	P-Purchase	Buy	1,000	$1.00	$999.90	928,869
Dec 12, 2023	Niehaus Jonathon	director	-	P-Purchase	Buy	10,000	$0.94	$9.36K	164,359
Dec 12, 2023	Niehaus Jonathon	director	-	P-Purchase	Buy	5,000	$0.75	$3.75K	154,359
Dec 12, 2023	Summers Jonathan	director	-	P-Purchase	Buy	3,000	$0.95	$2.85K	151,128
Dec 12, 2023	Summers Jonathan	director	-	P-Purchase	Buy	5,000	$0.93	$4.65K	148,128
Dec 12, 2023	Emmi Donald	officer	Chief Legal Officer	P-Purchase	Buy	7,500	$1.00	$7.50K	369,197
Dec 12, 2023	Seefried Sundie	officer	Chief Executive Officer	P-Purchase	Buy	5,200	$0.94	$4.90K	1,223,472
Dec 12, 2023	Seefried Sundie	officer	Chief Executive Officer	P-Purchase	Buy	3,700	$0.99	$3.67K	1,218,272
Dec 08, 2023	Darwin John	director	-	J-Other	Buy	2,000	$0.93	$1.85K	1,445,157
Dec 07, 2023	Emmi Donald	officer	Chief Legal Officer	P-Purchase	Buy	66,000	$0.87	$57.42K	361,697
Dec 07, 2023	Seefried Sundie	officer	Chief Executive Officer	P-Purchase	Buy	20,000	$0.88	$17.54K	1,214,572
Dec 05, 2023	Carleton Richard	director	-	P-Purchase	Buy	45,000	$0.80	$35.77K	180,128
Dec 05, 2023	Seefried Sundie	officer	Chief Executive Officer	P-Purchase	Buy	9,500	$0.82	$7.79K	1,194,572
Dec 05, 2023	Seefried Sundie	officer	Chief Executive Officer	P-Purchase	Buy	12,239	$0.75	$9.18K	1,185,072
Dec 04, 2023	Fagan Doug	director	-	P-Purchase	Buy	13,000	$0.77	$10.01K	33,000
Nov 27, 2023	Darwin John	director	-	J-Other	Sell	325,313	$0.72	$234.23K	1,443,157
Jun 28, 2023	Summers Jonathan	director	-	J-Other	Buy	30,000	$0.52	$15.60K	143,128
Jun 28, 2023	Darwin John	director	-	J-Other	Sell	97,096	$0.52	$50.49K	1,768,470

The last insider sell of SHF's stock was made by Darwin John on Nov 27 2023, selling 325,313 shares at $0.72 per share (valued at $234.23K). The last insider buy of SHFS was made by Seefried Sundie on Dec 18 2023, buying 24,700 shares at $0.96 per share (worth $23.74K).

SHF Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q4 2023	14	1	1400.00%
Q2 2023	20	1	2000.00%
Q4 2022	3	1	300.00%
Q3 2022	2	4	50.00%

14 total buy trades, and 1 total sell trades (buy/sell ratio of 14.00%) were made by SHF's insiders, as of Q4 2023.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q4 2023	13	-	-
Q2 2023	18	-	-
Q4 2022	-	-	-
Q3 2022	-	-	-

As of Q4 2023, Insider owners conducted 13 open market buy trades and 0 open market sell trades of SHF's stocks.

SHF Peer Ownership

Ticker	Company
NFBK	Northfield Bancorp, Inc. (Staten Island, NY)
FNWD	Finward Bancorp
FCCO	First Community Corporation
CWBC	Community West Bancshares

SHFS Ownership FAQ

Who Owns SHF?

SHF is owned by institutional shareholders (28.36%), insiders (43.31%), and public (28.33%). The largest institutional shareholder of SHF is ATALAYA CAPITAL MANAGEMENT LP (7.99% of total shares) and the top mutual fund owner is VANGUARD INDEX FUNDS (0.00% of total shares).

Who are the major institutional shareholders of SHF?

SHF's major institutional shareholders are ATALAYA CAPITAL MANAGEMENT LP, AYRTON CAPITAL LLC, SABBY MANAGEMENT, LLC, COHEN & CO FINANCIAL MANAGEMENT, LLC, and ANSON FUNDS MANAGEMENT LP. The top five shareholders own together 26.61% of the company's share outstanding.

How many SHF shareholders are there?

As of Mar 2023, there are 17 institutional shareholders of SHF.

What percentage of SHF is owned by ATALAYA CAPITAL MANAGEMENT LP?

ATALAYA CAPITAL MANAGEMENT LP owns 1.52M shares of SHF, representing 7.99% of the company's total shares outstanding, valued at $819.68M (as of Mar 2023).

What percentage of SHF is owned by AYRTON CAPITAL LLC?

As of Mar 2023, AYRTON CAPITAL LLC holds 1.18M shares of SHF (SHFS), compromising 6.21% of the company, valued at $600.91M.

What percentage of SHF is owned by SABBY MANAGEMENT, LLC?

SABBY MANAGEMENT, LLC is the third largest holder of SHF. The company owns 1.16M of the company's shares outstanding (worth $593.6M).