Siebert Financial Ownership | Who Owns Siebert Financial?
Siebert Financial Ownership Summary
Siebert Financial is owned by 2.65% institutional investors, 73.43% insiders, and 23.91% retail investors. Financial management professionals is the largest institutional shareholder, holding 0% of SIEB shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 0.52% of its assets in Siebert Financial shares.
SIEB Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Siebert Financial | 2.65% | 73.43% | 23.91% |
Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
Industry | Capital Markets Stocks | 37.92% | 18.86% | 43.22% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Financial management professionals | - | - | - |
Salomon & ludwin | - | - | - |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Financial management professionals | - | - | - |
Salomon & ludwin | - | - | - |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Salomon & ludwin | - | - | -33.00 |
Financial management professionals | - | - | -327.00 |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Financial management professionals | - | - | -327.00 |
Salomon & ludwin | - | - | -33.00 |
Sold Out
Holder | Change |
---|---|
Salomon & ludwin | -33.00 |
Financial management professionals | -327.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Mar 31, 2025 | 24 | - | 1,066,443 | 3.87% | 2 | 40.18% | 9 | -35.71% | 6 | 200.00% |
Dec 31, 2024 | 24 | 26.32% | 1,026,705 | 12.18% | 2 | 49.15% | 14 | 55.56% | 2 | -60.00% |
Sep 30, 2024 | 19 | - | 915,191 | 12.18% | 2 | 54.67% | 9 | -10.00% | 5 | 66.67% |
Jun 30, 2024 | 19 | 11.76% | 815,816 | 28.67% | 2 | 80.46% | 10 | 100.00% | 3 | -25.00% |
Mar 31, 2024 | 43 | -2.27% | 727,888 | -94.05% | 1 | 0.19% | 15 | 25.00% | 13 | -13.33% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | 212.01K | 0.52% | - |
Vanguard Institutional Extnd Mkt Idx Tr | 206.93K | 0.51% | 40.36K |
Vanguard US Total Market Shares ETF | 202.27K | 0.50% | - |
Fidelity Extended Market Index | 110.61K | 0.27% | 1.12K |
Auer Growth | 70.00K | 0.17% | - |
Fidelity Total Market Index | 38.60K | 0.10% | - |
iShares Micro-Cap ETF | 26.82K | 0.07% | - |
Fidelity Series Total Market Index | 26.65K | 0.07% | 744.00 |
Spartan Extended Market Index Pool F | 23.49K | 0.06% | 954.00 |
Spartan Extended Market Index Pool E | 23.49K | 0.06% | 954.00 |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Apr 10, 2023 | Gebbia John M. | - | Sell | $185.00K |
Apr 10, 2023 | Gebbia John M. | - | Sell | $185.00K |
Apr 16, 2020 | Gebbia Richard | - | Sell | $4.19M |
Apr 16, 2020 | Gebbia David | - | Sell | $4.19M |
Apr 16, 2020 | Gebbia John M. | - | Sell | $3.84M |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q2 | - | - |
2025 Q1 | - | - |
2024 Q4 | - | - |
2024 Q2 | - | - |
2024 Q1 | - | - |
SIEB Ownership FAQ
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