William Penn Ban Ownership | Who Owns William Penn Ban?
William Penn Ban Ownership Summary
William Penn Ban is owned by 36.52% institutional investors, 20.45% insiders, and 43.04% retail investors. Alliancebernstein is the largest institutional shareholder, holding 5.13% of WMPN shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.46% of its assets in William Penn Ban shares.
WMPN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | William Penn Ban | 36.52% | 20.45% | 43.04% |
| Sector | Financial Services Stocks | 48.74% | 15.36% | 35.90% |
| Industry | Regional Banks Stocks | 51.14% | 12.22% | 36.63% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Alliancebernstein | 420.56K | 5.13% | $5.05M |
| Dryden capital | 228.56K | 2.74% | $2.61M |
| Blackrock | 49.24K | 0.59% | $561.30K |
| Susquehanna group, llp | 38.55K | 0.47% | $462.61K |
| Morgan stanley | 33.81K | 0.41% | $385.41K |
| Advisor group | 31.06K | 0.38% | $380.46K |
| Raymond james & associates | 26.16K | 0.31% | $298.25K |
| Acadian asset management | 4.03K | 0.05% | $48.00K |
| Royal bank of canada | 2.10K | 0.03% | $25.00K |
| Barclays | 1.20K | 0.01% | $14.00K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Dryden capital | 228.56K | 4.42% | $2.61M |
| Alliancebernstein | 420.56K | 0.00% | $5.05M |
| Advisor group | 31.06K | 0.00% | $380.46K |
| Raymond james & associates | 26.16K | 0.00% | $298.25K |
| Susquehanna group, llp | 38.55K | 0.00% | $462.61K |
| Acadian asset management | 4.03K | 0.00% | $48.00K |
| Tower research capital llc (trc) | - | - | - |
| Blackrock | 49.24K | - | $561.30K |
| Prelude capital management | - | - | - |
| Barclays | 1.20K | - | $14.00K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Alliancebernstein | 420.56K | 0.00% | 420.56K |
| Dryden capital | 228.56K | 4.42% | 200.77K |
| Susquehanna group, llp | 38.55K | 0.00% | 38.55K |
| Morgan stanley | 33.81K | - | 1.64K |
| Bank of america corp /de/ | 186.00 | - | 28.00 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard group | - | - | -430.84K |
| Deprince race & zollo | - | - | -324.00K |
| Gardner lewis asset management l p | - | - | -275.12K |
| Russell investments group | - | - | -265.23K |
| Mangrove partners | - | - | -119.27K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Alliancebernstein | 420.56K | 0.00% | 420.56K | $5.05M |
| Susquehanna group, llp | 38.55K | 0.00% | 38.55K | $462.61K |
Sold Out
| Holder | Change |
|---|---|
| Wells fargo & company/mn | -64.00 |
| Tower research capital llc (trc) | -437.00 |
| American capital advisory | -2.00K |
| Longfellow investment management | -5.46K |
| Citigroup | -5.70K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 34 | -5.56% | 2,972,653 | 11.94% | 36 | 3.43% | 13 | -35.00% | 9 | -18.18% |
| Dec 31, 2024 | 13 | -55.17% | 1,434,728 | -15.60% | 17 | 4.07% | 6 | -53.85% | 3 | -50.00% |
| Sep 30, 2024 | 29 | -6.45% | 1,699,879 | -15.14% | 20 | 3.59% | 13 | 8.33% | 6 | -40.00% |
| Jun 30, 2024 | 31 | - | 2,003,228 | 8.93% | 24 | 5.56% | 12 | 9.09% | 10 | -28.57% |
| Mar 31, 2024 | 31 | - | 1,838,949 | -5.67% | 20 | 4.28% | 11 | -35.29% | 14 | 55.56% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 318.15K | 3.46% | - |
| Vanguard US Total Market Shares ETF | 318.15K | 3.46% | - |
| DePrince, Race & Zollo, Micro Cap Val | 166.36K | 1.81% | - |
| Russell Inv US Small Cap Equity E | 104.59K | 1.14% | - |
| Russell Inv US Small Cap Equity Y | 104.59K | 1.14% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 101.61K | 1.10% | - |
| VT De Lisle America B USD | 65.68K | 0.71% | - |
| Russell Inv Small Cap Fund F | 61.99K | 0.67% | 6.74K |
| Russell Inv Small Cap | 55.24K | 0.60% | - |
| Russell Inv Small Cap Fund B | 39.71K | 0.43% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jan 23, 2024 | Molden Christopher Matthew | - | Buy | $19.18K |
| Jan 22, 2024 | Molden Christopher Matthew | - | Buy | $1.93K |
| Nov 13, 2023 | Molden Christopher Matthew | - | Buy | $11.75K |
| Sep 14, 2023 | Molden Christopher Matthew | - | Buy | $7.35K |
| Sep 13, 2023 | Molden Christopher Matthew | - | Buy | $9.69K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | 2 | - |
| 2023 Q4 | 1 | - |
WMPN Ownership FAQ
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