Alerus Financial Ownership 2024 | Who Owns Alerus Financial Now?
Institutional Ownership
48.07%
Insider Ownership
11.45%
Retail Ownership
40.47%
Institutional Holders
91.00
Alerus Financial Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ALERUS FINANCIAL NA | 10.81% | 3.13% | 2,134,233 | -123,250 | -5.46% | 41,852,309 | Jun 30, 2024 |
| BLACKROCK INC. | 8.50% | 0.00% | 1,678,767 | 249,438 | 17.45% | 32,920,621 | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.70% | 0.00% | 928,066 | 16,260 | 1.78% | 18,199,375 | Jun 30, 2024 |
| BANC FUNDS CO LLC | 2.75% | 1.26% | 543,586 | - | - | 10,659,721 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.03% | 0.00% | 400,106 | 13,187 | 3.41% | 7,848,214 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 1.81% | 0.00% | 357,157 | 6,930 | 1.98% | 7,003,869 | Jun 30, 2024 |
| STATE STREET CORP | 1.76% | 0.00% | 348,152 | 766 | 0.22% | 6,895,782,000 | Jun 30, 2024 |
| ENDEAVOUR CAPITAL ADVISORS INC | 1.46% | 1.97% | 288,876 | 73,342 | 34.03% | 5,664,858 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.39% | 0.00% | 274,615 | 7,300 | 2.73% | 5,383,808 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.87% | 0.00% | 171,880 | -5,723 | -3.22% | 3,370,567,000 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.84% | 0.00% | 164,895 | -23,791 | -12.61% | 3,233,591 | Jun 30, 2024 |
| CUTLER CAPITAL MANAGEMENT, LLC | 0.81% | 1.22% | 158,972 | 771 | 0.49% | 3,117,431 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.73% | 0.00% | 144,096 | 2,542 | 1.80% | 2,825,723 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.63% | 0.06% | 124,859 | 3,060 | 2.51% | 2,448,485 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.63% | 0.00% | 123,512 | 5,323 | 4.50% | 2,422,077 | Jun 30, 2024 |
| MAIRS & POWER INC | 0.50% | 0.02% | 97,964 | -26,330 | -21.18% | 1,921,074 | Jun 30, 2024 |
| ZACKS INVESTMENT MANAGEMENT | 0.49% | 0.02% | 95,810 | 13,068 | 15.79% | 1,878,837 | Jun 30, 2024 |
| KEELEY-TETON ADVISORS, LLC | 0.46% | 0.23% | 89,821 | 89,821 | 100.00% | 1,761,390 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.40% | 0.00% | 78,991 | 40,693 | 106.25% | 1,549,014 | Jun 30, 2024 |
| SIPPICAN CAPITAL ADVISORS | 0.39% | 1.19% | 76,860 | 9,470 | 14.05% | 1,507,225 | Jun 30, 2024 |
Alerus Financial's largest institutional shareholder is ALERUS FINANCIAL NA, holding 10.81% of the company's total share outstanding, currently valued at $41.85M. The top 10 institutional shareholders own together 36.10% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ALERUS FINANCIAL NA | 10.81% | 3.13% | 2,134,233 | -123,250 | -5.46% | 41,852,309 | Jun 30, 2024 |
| ENDEAVOUR CAPITAL ADVISORS INC | 1.46% | 1.97% | 288,876 | 73,342 | 34.03% | 5,664,858 | Jun 30, 2024 |
| BANC FUNDS CO LLC | 2.75% | 1.26% | 543,586 | - | - | 10,659,721 | Jun 30, 2024 |
| CUTLER CAPITAL MANAGEMENT, LLC | 0.81% | 1.22% | 158,972 | 771 | 0.49% | 3,117,431 | Jun 30, 2024 |
| SIPPICAN CAPITAL ADVISORS | 0.39% | 1.19% | 76,860 | 9,470 | 14.05% | 1,507,225 | Jun 30, 2024 |
| WEALTH FORWARD, LLC | 0.28% | 0.85% | 55,479 | - | - | 1,087,943 | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | 0.05% | 0.28% | 9,937 | 9,937 | 100.00% | 194,865 | Jun 30, 2024 |
| KEELEY-TETON ADVISORS, LLC | 0.46% | 0.23% | 89,821 | 89,821 | 100.00% | 1,761,390 | Jun 30, 2024 |
| RIVERWATER PARTNERS LLC | 0.08% | 0.21% | 15,229 | -1,664 | -9.85% | 287,107 | Jun 30, 2024 |
| LAFAYETTE INVESTMENTS, INC. | 0.10% | 0.09% | 20,100 | - | - | 394,161 | Jun 30, 2024 |
| FIRST PREMIER BANK | 0.09% | 0.09% | 17,036 | - | - | 334,000 | Jun 30, 2024 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 0.31% | 0.08% | 60,240 | - | - | 1,181,306 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.63% | 0.06% | 124,859 | 3,060 | 2.51% | 2,448,485 | Jun 30, 2024 |
| VERUS CAPITAL PARTNERS, LLC | 0.12% | 0.04% | 23,700 | - | - | 464,757 | Jun 30, 2024 |
| PETRUS TRUST COMPANY, LTA | 0.10% | 0.04% | 20,556 | 20,556 | 100.00% | 403,103 | Jun 30, 2024 |
| HORRELL CAPITAL MANAGEMENT, INC. | 0.02% | 0.03% | 4,440 | - | - | 87,000 | Jun 30, 2024 |
| ZACKS INVESTMENT MANAGEMENT | 0.49% | 0.02% | 95,810 | 13,068 | 15.79% | 1,878,837 | Jun 30, 2024 |
| MAIRS & POWER INC | 0.50% | 0.02% | 97,964 | -26,330 | -21.18% | 1,921,074 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.23% | 0.02% | 44,659 | 3,060 | 7.36% | 875,763 | Jun 30, 2024 |
| BAILARD, INC. | 0.07% | 0.01% | 13,500 | 13,500 | 100.00% | 264,735 | Jun 30, 2024 |
The largest Alerus Financial shareholder by % of total assets is ALERUS FINANCIAL NA. The company owns 2.13M shares of Alerus Financial (ALRS), representing 3.13% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 8.50% | 0.00% | 1,678,767 | 249,438 | 17.45% | 32,920,621 | Jun 30, 2024 |
| KEELEY-TETON ADVISORS, LLC | 0.46% | 0.23% | 89,821 | 89,821 | 100.00% | 1,761,390 | Jun 30, 2024 |
| ENDEAVOUR CAPITAL ADVISORS INC | 1.46% | 1.97% | 288,876 | 73,342 | 34.03% | 5,664,858 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.32% | 0.00% | 62,813 | 62,813 | 100.00% | 1,231,763 | Jun 30, 2024 |
| CWM, LLC | 0.30% | 0.01% | 58,293 | 58,225 | 85625.00% | 1,143,000 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.21% | 0.00% | 41,318 | 41,318 | 100.00% | 810,246 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.40% | 0.00% | 78,991 | 40,693 | 106.25% | 1,549,014 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.18% | 0.00% | 35,551 | 32,299 | 993.20% | 697,155 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.24% | 0.00% | 46,839 | 30,750 | 191.12% | 918,513 | Jun 30, 2024 |
| PETRUS TRUST COMPANY, LTA | 0.10% | 0.04% | 20,556 | 20,556 | 100.00% | 403,103 | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.70% | 0.00% | 928,066 | 16,260 | 1.78% | 18,199,375 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.20% | 0.00% | 38,564 | 14,273 | 58.76% | 727,317 | Jun 30, 2024 |
| BAILARD, INC. | 0.07% | 0.01% | 13,500 | 13,500 | 100.00% | 264,735 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.03% | 0.00% | 400,106 | 13,187 | 3.41% | 7,848,214 | Jun 30, 2024 |
| ZACKS INVESTMENT MANAGEMENT | 0.49% | 0.02% | 95,810 | 13,068 | 15.79% | 1,878,837 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 0.06% | 0.00% | 11,520 | 11,520 | 100.00% | 225,907 | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | 0.05% | 0.28% | 9,937 | 9,937 | 100.00% | 194,865 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 9,762 | 9,762 | 100.00% | 191,433 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 9,595 | 9,595 | 100.00% | 188,158 | Jun 30, 2024 |
| SIPPICAN CAPITAL ADVISORS | 0.39% | 1.19% | 76,860 | 9,470 | 14.05% | 1,507,225 | Jun 30, 2024 |
As of Jun 30 2024, Alerus Financial's largest institutional buyer is BLACKROCK INC.. The company purchased 249.44K stocks of ALRS, valued at $32.92M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BROWN ADVISORY INC | - | - | - | -262,451 | -100.00% | - | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | - | - | - | -184,266 | -100.00% | - | Jun 30, 2024 |
| ALERUS FINANCIAL NA | 10.81% | 3.13% | 2,134,233 | -123,250 | -5.46% | 41,852,309 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.04% | - | 7,878 | -28,990 | -78.63% | 154,488 | Jun 30, 2024 |
| MAIRS & POWER INC | 0.50% | 0.02% | 97,964 | -26,330 | -21.18% | 1,921,074 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.84% | 0.00% | 164,895 | -23,791 | -12.61% | 3,233,591 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.03% | 0.00% | 5,829 | -20,465 | -77.83% | 113,000 | Jun 30, 2024 |
| INVESCO LTD. | 0.24% | 0.00% | 46,865 | -14,940 | -24.17% | 919,023 | Jun 30, 2024 |
| UBS GROUP AG | 0.03% | - | 6,687 | -12,371 | -64.91% | 131,132 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -11,000 | -100.00% | - | Jun 30, 2024 |
| HARBOR ADVISORS LLC | - | - | - | -9,867 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -8,833 | -100.00% | - | Jun 30, 2024 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 0.35% | 0.00% | 69,964 | -8,405 | -10.72% | 1,371,994 | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -6,298 | -100.00% | - | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.87% | 0.00% | 171,880 | -5,723 | -3.22% | 3,370,567,000 | Jun 30, 2024 |
| ICA GROUP WEALTH MANAGEMENT, LLC | - | - | - | -3,600 | -100.00% | - | Jun 30, 2024 |
| STRS OHIO | - | - | - | -3,400 | -100.00% | - | Jun 30, 2024 |
| NEWEDGE ADVISORS, LLC | 0.00% | 0.00% | 400 | -1,800 | -81.82% | 7,844 | Jun 30, 2024 |
| RIVERWATER PARTNERS LLC | 0.08% | 0.21% | 15,229 | -1,664 | -9.85% | 287,107 | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -929 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Alerus Financial's biggest institutional seller is BROWN ADVISORY INC. The company sold -0.26M shares of ALRS, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| KEELEY-TETON ADVISORS, LLC | 0.46% | 0.23% | 89,821 | 89,821 | 100.00% | 1,761,390 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.21% | 0.00% | 41,318 | 41,318 | 100.00% | 810,246 | Jun 30, 2024 |
| PETRUS TRUST COMPANY, LTA | 0.10% | 0.04% | 20,556 | 20,556 | 100.00% | 403,103 | Jun 30, 2024 |
| BAILARD, INC. | 0.07% | 0.01% | 13,500 | 13,500 | 100.00% | 264,735 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 0.06% | 0.00% | 11,520 | 11,520 | 100.00% | 225,907 | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | 0.05% | 0.28% | 9,937 | 9,937 | 100.00% | 194,865 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 9,762 | 9,762 | 100.00% | 191,433 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 9,595 | 9,595 | 100.00% | 188,158 | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | 0.02% | 0.00% | 3,000 | 3,000 | 100.00% | 58,830 | Jun 30, 2024 |
| CULLEN/FROST BANKERS, INC. | 0.00% | 0.00% | 274 | 274 | 100.00% | 5,373 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 125 | 125 | 100.00% | 2,297 | Jun 30, 2024 |
| LINDBROOK CAPITAL, LLC | 0.00% | 0.00% | 69 | 69 | 100.00% | 1,353 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 64 | 64 | 100.00% | 1,256 | Jun 30, 2024 |
| ABICH FINANCIAL WEALTH MANAGEMENT LLC | 0.00% | 0.00% | 57 | 57 | 100.00% | 1,118 | Jun 30, 2024 |
| SIGNATUREFD, LLC | 0.00% | - | 25 | 25 | 100.00% | 490 | Jun 30, 2024 |
Alerus Financial's largest new institutional shareholder by number of shares is KEELEY-TETON ADVISORS, LLC, purchased 89.82K shares, valued at $1.76M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BROWN ADVISORY INC | - | - | - | -262,451 | -100.00% | - | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | - | - | - | -184,266 | -100.00% | - | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -11,000 | -100.00% | - | Jun 30, 2024 |
| HARBOR ADVISORS LLC | - | - | - | -9,867 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -8,833 | -100.00% | - | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -6,298 | -100.00% | - | Jun 30, 2024 |
| ICA GROUP WEALTH MANAGEMENT, LLC | - | - | - | -3,600 | -100.00% | - | Jun 30, 2024 |
| STRS OHIO | - | - | - | -3,400 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -929 | -100.00% | - | Jun 30, 2024 |
| CORNERSTONE PLANNING GROUP LLC | - | - | - | -39 | -100.00% | - | Jun 30, 2024 |
| CAPITAL ADVISORS, LTD. LLC | - | - | - | -24 | -100.00% | - | Jun 30, 2024 |
| NISA INVESTMENT ADVISORS, LLC | - | - | - | -10 | -100.00% | - | Jun 30, 2024 |
Alerus Financial's largest sold out institutional shareholder by shares sold is BROWN ADVISORY INC, sold -0.26M shares, valued at -, as of undefined.
Alerus Financial Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Zacks Trust | 0.08% | 7,550 | 7,550 | - | Feb 29, 2024 |
| SARATOGA ADVANTAGE TRUST | 0.06% | 3,962 | 3,962 | - | Feb 29, 2024 |
| Mairs & Power Funds Trust | 0.04% | 139,441 | 82,141 | 143.35% | Mar 31, 2022 |
| BRIDGEWAY FUNDS INC | 0.03% | 80,200 | - | - | Mar 28, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.02% | 11,041 | - | - | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 31,352 | -1,928 | -5.79% | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 2,786 | - | - | Mar 31, 2024 |
| Brown Advisory Funds | 0.00% | 158,764 | 751 | 0.48% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 36,661 | - | - | Mar 31, 2024 |
| Trust for Advised Portfolios | 0.00% | 52,000 | - | - | Dec 31, 2023 |
| VANGUARD INDEX FUNDS | 0.00% | 793,822 | -240,960 | -23.29% | Mar 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 173,035 | 49,514 | 40.09% | Feb 29, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 315 | - | - | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 50,130 | -1,412 | -2.74% | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 162,542 | 3,764 | 2.37% | Feb 29, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 1,781 | - | - | Mar 31, 2024 |
| KP Funds | 0.00% | 17,738 | - | - | Sep 30, 2020 |
| TRUST FOR PROFESSIONAL MANAGERS | 0.00% | 122,641 | - | - | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 11,360 | -717 | -5.94% | Mar 31, 2024 |
| GPS Funds I | 0.00% | 1,609 | - | - | Mar 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 974 | - | - | Mar 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 122 | - | - | Apr 30, 2021 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 6,629 | -2,160 | -24.58% | Mar 31, 2024 |
| Global X Funds | 0.00% | 8,191 | 1,580 | 23.90% | Jan 31, 2024 |
| NORTHERN FUNDS | 0.00% | 25,773 | -6,534 | -20.22% | Mar 28, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 805 | -195 | -19.50% | Mar 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 90,516 | -796 | -0.87% | Feb 29, 2024 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 0.00% | 84,452 | -1,500 | -1.75% | Mar 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 146,045 | 27,086 | 22.77% | Jan 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 11,330 | - | - | Jan 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 28,423 | 1,173 | 4.30% | Feb 29, 2024 |
| PRUDENTIAL SERIES FUND | 0.00% | 8,700 | - | - | Mar 28, 2024 |
| Dimensional ETF Trust | 0.00% | 48,586 | 21,306 | 78.10% | Jan 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 6,705 | 1,100 | 19.63% | Mar 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 243 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY CAPITAL PORTFOLIOS INC | 0.00% | 1,235 | - | - | Mar 31, 2024 |
| FLEXSHARES TRUST | 0.00% | 4,475 | - | - | Jan 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 1,107 | 101 | 10.04% | Mar 31, 2024 |
| COLUMBIA FUNDS SERIES TRUST I | 0.00% | 216,291 | 3,900 | 1.84% | Jan 31, 2024 |
| iSHARES TRUST | 0.00% | 719,999 | -65,500 | -8.34% | Mar 31, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 167 | - | - | Dec 31, 2023 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 78,655 | 7,252 | 10.16% | Feb 29, 2024 |
| RBC FUNDS TRUST | 0.00% | 4,000 | - | - | Mar 28, 2024 |
| WisdomTree Trust | 0.00% | 68,467 | 1,302 | 1.94% | Mar 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 38,192 | -2,027 | -5.04% | Mar 31, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 466 | - | - | Mar 31, 2024 |
| VALIC Co I | 0.00% | 6,878 | -137 | -1.95% | Feb 29, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 2,021 | - | - | Mar 31, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 2,974 | - | - | Mar 31, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 600 | -377 | -38.59% | Mar 28, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 82 | - | - | Dec 31, 2023 |
| MAINSTAY VP FUNDS TRUST | 0.00% | 1,900 | - | - | Mar 31, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 1,990 | -325 | -14.04% | Jan 31, 2024 |
| GOLDMAN SACHS TRUST | 0.00% | 53,007 | - | - | Mar 31, 2024 |
| Guggenheim Active Allocation Fund | 0.00% | 89 | - | - | Feb 29, 2024 |
| Janus Detroit Street Trust | 0.00% | 1,827 | - | - | Jan 31, 2024 |
| ProFunds | 0.00% | 139 | -12 | -7.95% | Mar 31, 2024 |
| TIAA-CREF FUNDS | 0.00% | 35,330 | - | - | Jan 31, 2024 |
| PROSHARES TRUST | 0.00% | 2,627 | 276 | 11.74% | Feb 29, 2024 |
| SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 30,542 | - | - | Dec 31, 2023 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 2,338 | 412 | 21.39% | Jan 31, 2024 |
| PGIM ETF TRUST | 0.00% | 646 | - | - | Feb 29, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 11 | - | - | Dec 31, 2023 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 500 | - | - | Dec 31, 2023 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 8,948 | - | - | Mar 31, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 766 | - | - | Feb 29, 2024 |
| Brighthouse Funds Trust II | 0.00% | 6,186 | - | - | Mar 31, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 15,800 | - | - | Mar 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 372 | - | - | Feb 29, 2024 |
| Brinker Capital Destinations Trust | 0.00% | 340 | - | - | Feb 29, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 2,031 | -40 | -1.93% | Jan 31, 2024 |
| ETF Series Solutions | 0.00% | 86 | - | - | Jan 31, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 7,674 | -338 | -4.22% | Mar 31, 2024 |
| FIDELITY SALEM STREET TRUST | 0.00% | 13,266 | -595 | -4.29% | Mar 31, 2024 |
| Blackstone Alternative Investment Funds | 0.00% | 300 | - | - | Mar 31, 2024 |
| HC CAPITAL TRUST | 0.00% | 73 | - | - | Mar 31, 2024 |
| PACIFIC SELECT FUND | 0.00% | 7,407 | -318 | -4.12% | Mar 31, 2024 |
| MAINSTAY FUNDS TRUST | 0.00% | 400 | - | - | Jan 31, 2024 |
| Bridge Builder Trust | 0.00% | 7,445 | -708 | -8.68% | Mar 31, 2024 |
| MASSMUTUAL SELECT FUNDS | 0.00% | 1,235 | - | - | Dec 31, 2023 |
| AMERICAN BEACON FUNDS | 0.00% | 3,846 | - | - | Feb 29, 2024 |
| SEI INSTITUTIONAL INVESTMENTS TRUST | 0.00% | 15,732 | 12,332 | 362.71% | Feb 29, 2024 |
| SPDR SERIES TRUST | 0.00% | 26,762 | -233 | -0.86% | Mar 31, 2024 |
| BlackRock Variable Series Funds, Inc. | 0.00% | 2,444 | - | - | Mar 31, 2024 |
| Advisors' Inner Circle Fund III | 0.00% | 55 | 10 | 22.22% | Jan 31, 2024 |
| BLACKROCK FUNDS | 0.00% | 2,750 | -679 | -19.80% | Jan 31, 2024 |
| PRINCIPAL FUNDS, INC. | 0.00% | 2,260 | -480 | -17.52% | Jan 31, 2024 |
| Franklin Templeton ETF Trust | 0.00% | 39 | - | - | Mar 31, 2024 |
| Meeder Funds | 0.00% | 1 | - | - | Mar 31, 2024 |
| ADVANCED SERIES TRUST | 0.00% | 669 | - | - | Mar 28, 2024 |
| John Hancock Funds II | 0.00% | 1,846 | - | - | Feb 29, 2024 |
Alerus Financial's largest mutual fund holder by % of total assets is "Zacks Trust", owning 7.55K shares, compromising 0.08% of its total assets.
Alerus Financial Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 91 | 4.60% |
| 31 Mar, 24 | 87 | 8.75% |
| 31 Dec, 23 | 80 | 15.94% |
| 30 Sep, 23 | 69 | 4.55% |
| 30 Jun, 23 | 66 | 1.54% |
| 31 Mar, 23 | 65 | -15.58% |
| 31 Dec, 22 | 77 | -1.28% |
| 30 Sep, 22 | 78 | 14.71% |
| 30 Jun, 22 | 68 | -8.11% |
| 31 Mar, 22 | 74 | 7.25% |
| 31 Dec, 21 | 69 | 21.05% |
| 30 Sep, 21 | 57 | -5.00% |
| 30 Jun, 21 | 60 | -1.64% |
| 31 Mar, 21 | 61 | 3.39% |
| 31 Dec, 20 | 59 | 9.26% |
| 30 Sep, 20 | 54 | -8.47% |
| 30 Jun, 20 | 59 | 18.00% |
| 31 Mar, 20 | 50 | 6.38% |
| 31 Dec, 19 | 47 | 88.00% |
| 30 Sep, 19 | 25 | 2400.00% |
| 30 Jun, 19 | 1 | -50.00% |
| 31 Mar, 19 | 2 | - |
| 31 Dec, 18 | 2 | - |
| 30 Sep, 18 | 2 | - |
| 30 Jun, 18 | 2 | - |
| 31 Mar, 18 | 2 | -33.33% |
| 31 Dec, 17 | 3 | - |
| 30 Sep, 17 | 3 | -25.00% |
| 30 Jun, 17 | 4 | 100.00% |
| 31 Mar, 17 | 2 | - |
| 31 Dec, 16 | 2 | -33.33% |
| 30 Sep, 16 | 3 | - |
| 30 Jun, 16 | 3 | - |
| 31 Mar, 16 | 3 | - |
| 31 Dec, 15 | 3 | - |
| 30 Sep, 15 | 3 | 50.00% |
| 30 Jun, 15 | 2 | - |
| 31 Mar, 15 | 2 | - |
| 31 Dec, 14 | 2 | - |
| 30 Sep, 14 | 2 | - |
| 30 Jun, 14 | 2 | - |
| 31 Mar, 14 | 2 | 100.00% |
| 31 Dec, 13 | 1 | - |
| 30 Sep, 13 | 1 | - |
| 30 Jun, 13 | 1 | - |
As of 30 Jun 24, 91 institutions are holding Alerus Financial's shares, representing an increase of 4.60% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 9,489,131 | 2.20% |
| 31 Mar, 24 | 9,285,019 | 3.63% |
| 31 Dec, 23 | 8,960,189 | 4.07% |
| 30 Sep, 23 | 8,609,411 | -0.30% |
| 30 Jun, 23 | 8,635,225 | 3.82% |
| 31 Mar, 23 | 8,317,154 | -0.89% |
| 31 Dec, 22 | 8,391,511 | 0.83% |
| 30 Sep, 22 | 8,322,618 | 11.74% |
| 30 Jun, 22 | 7,448,033 | 4.45% |
| 31 Mar, 22 | 7,130,690 | 3.82% |
| 31 Dec, 21 | 6,868,083 | 7.90% |
| 30 Sep, 21 | 6,365,479 | -0.11% |
| 30 Jun, 21 | 6,372,299 | 0.18% |
| 31 Mar, 21 | 6,360,951 | 1.12% |
| 31 Dec, 20 | 6,290,315 | 0.53% |
| 30 Sep, 20 | 6,256,994 | 1.77% |
| 30 Jun, 20 | 6,147,934 | 11.64% |
| 31 Mar, 20 | 5,506,799 | 4.15% |
| 31 Dec, 19 | 5,287,468 | 74.82% |
| 30 Sep, 19 | 3,024,588 | 1063.30% |
| 30 Jun, 19 | 260,000 | -14.15% |
| 31 Mar, 19 | 302,862 | -6.79% |
| 31 Dec, 18 | 324,910 | - |
| 30 Sep, 18 | 324,910 | 4.44% |
| 30 Jun, 18 | 311,108 | 16.27% |
| 31 Mar, 18 | 267,580 | 5.35% |
| 31 Dec, 17 | 253,998 | 7.61% |
| 30 Sep, 17 | 236,041 | 416.04% |
| 30 Jun, 17 | 45,741 | 29.43% |
| 31 Mar, 17 | 35,341 | - |
| 31 Dec, 16 | 35,341 | -75.57% |
| 30 Sep, 16 | 144,681 | -2.40% |
| 30 Jun, 16 | 148,241 | 0.68% |
| 31 Mar, 16 | 147,241 | 0.68% |
| 31 Dec, 15 | 146,241 | - |
| 30 Sep, 15 | 146,241 | 9.79% |
| 30 Jun, 15 | 133,200 | 1.14% |
| 31 Mar, 15 | 131,700 | - |
| 31 Dec, 14 | 131,700 | - |
| 30 Sep, 14 | 131,700 | 200.00% |
| 30 Jun, 14 | 43,900 | - |
| 31 Mar, 14 | 43,900 | 555.22% |
| 31 Dec, 13 | 6,700 | - |
| 30 Sep, 13 | 6,700 | - |
| 30 Jun, 13 | 6,700 | - |
Alerus Financial (ALRS) has 9.49M shares outstanding as of 30 Jun 24, up 2.20% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 48.07% | 2.18% |
| 31 Mar, 24 | 46.99% | 2.31% |
| 31 Dec, 23 | 45.09% | 2.44% |
| 30 Sep, 23 | 42.98% | 2.31% |
| 30 Jun, 23 | 43.12% | 2.50% |
| 31 Mar, 23 | 41.53% | 2.05% |
| 31 Dec, 22 | 45.02% | 2.60% |
| 30 Sep, 22 | 41.64% | 2.25% |
| 30 Jun, 22 | 43.06% | 2.52% |
| 31 Mar, 22 | 41.35% | 2.60% |
| 31 Dec, 21 | 39.91% | 2.92% |
| 30 Sep, 21 | 37.00% | 2.69% |
| 30 Jun, 21 | 37.06% | 2.69% |
| 31 Mar, 21 | 37.10% | 2.75% |
| 31 Dec, 20 | 36.74% | 2.75% |
| 30 Sep, 20 | 36.55% | 2.83% |
| 30 Jun, 20 | 35.93% | 3.45% |
| 31 Mar, 20 | 32.26% | 2.51% |
| 31 Dec, 19 | 35.88% | 7.99% |
| 30 Sep, 19 | 21.19% | 598.32% |
| 30 Jun, 19 | 1.88% | 39.07% |
| 31 Mar, 19 | 2.19% | 39.45% |
| 31 Dec, 18 | 2.36% | 42.40% |
| 30 Sep, 18 | 2.36% | 46.26% |
| 30 Jun, 18 | 2.26% | 59.71% |
| 31 Mar, 18 | 1.94% | 56.57% |
| 31 Dec, 17 | 1.85% | 62.46% |
| 30 Sep, 17 | 1.72% | 1543.43% |
| 30 Jun, 17 | 0.33% | 495.46% |
| 31 Mar, 17 | 0.26% | 380.85% |
| 31 Dec, 16 | 0.26% | 22.80% |
| 30 Sep, 16 | 1.07% | 88.71% |
| 30 Jun, 16 | 1.10% | 92.27% |
| 31 Mar, 16 | 1.09% | 99.29% |
| 31 Dec, 15 | 1.05% | 95.21% |
| 30 Sep, 15 | 1.05% | 114.81% |
| 30 Jun, 15 | 0.96% | 107.49% |
| 31 Mar, 15 | 0.94% | 105.38% |
| 31 Dec, 14 | 0.95% | 105.71% |
| 30 Sep, 14 | 0.95% | 951.47% |
| 30 Jun, 14 | 0.32% | 285.35% |
| 31 Mar, 14 | 0.33% | 12923.47% |
| 31 Dec, 13 | 0.05% | 1972.39% |
| 30 Sep, 13 | 0.05% | 1972.39% |
| 30 Jun, 13 | 0.05% | - |
As of 30 Jun 24, Alerus Financial is held by 48.07% institutional shareholders, representing a 2.18% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 56 | 51.35% |
| 31 Mar, 24 | 37 | -7.50% |
| 31 Dec, 23 | 40 | 33.33% |
| 30 Sep, 23 | 30 | -21.05% |
| 30 Jun, 23 | 38 | 15.15% |
| 31 Mar, 23 | 33 | 13.79% |
| 31 Dec, 22 | 29 | -34.09% |
| 30 Sep, 22 | 44 | 57.14% |
| 30 Jun, 22 | 28 | -3.45% |
| 31 Mar, 22 | 29 | -19.44% |
| 31 Dec, 21 | 36 | 71.43% |
| 30 Sep, 21 | 21 | 40.00% |
| 30 Jun, 21 | 15 | -28.57% |
| 31 Mar, 21 | 21 | -25.00% |
| 31 Dec, 20 | 28 | 16.67% |
| 30 Sep, 20 | 24 | -40.00% |
| 30 Jun, 20 | 40 | 25.00% |
| 31 Mar, 20 | 32 | -3.03% |
| 31 Dec, 19 | 33 | 32.00% |
| 30 Sep, 19 | 25 | - |
| 30 Jun, 19 | - | - |
| 31 Mar, 19 | - | - |
| 31 Dec, 18 | - | -100.00% |
| 30 Sep, 18 | 1 | - |
| 30 Jun, 18 | 1 | - |
| 31 Mar, 18 | 1 | - |
| 31 Dec, 17 | 1 | - |
| 30 Sep, 17 | 1 | -50.00% |
| 30 Jun, 17 | 2 | - |
| 31 Mar, 17 | - | - |
| 31 Dec, 16 | - | -100.00% |
| 30 Sep, 16 | 1 | - |
| 30 Jun, 16 | 1 | - |
| 31 Mar, 16 | 1 | - |
| 31 Dec, 15 | - | -100.00% |
| 30 Sep, 15 | 1 | - |
| 30 Jun, 15 | 1 | - |
| 31 Mar, 15 | - | - |
| 31 Dec, 14 | - | -100.00% |
| 30 Sep, 14 | 2 | - |
| 30 Jun, 14 | - | -100.00% |
| 31 Mar, 14 | 1 | - |
| 31 Dec, 13 | - | - |
| 30 Sep, 13 | - | -100.00% |
| 30 Jun, 13 | 1 | - |
56 institutional shareholders have increased their position in ALRS stock as of 30 Jun 24 compared to 37 in the previous quarter (a 51.35% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 19 | -29.63% |
| 31 Mar, 24 | 27 | 28.57% |
| 31 Dec, 23 | 21 | 10.53% |
| 30 Sep, 23 | 19 | 35.71% |
| 30 Jun, 23 | 14 | -17.65% |
| 31 Mar, 23 | 17 | -34.62% |
| 31 Dec, 22 | 26 | 36.84% |
| 30 Sep, 22 | 19 | -20.83% |
| 30 Jun, 22 | 24 | -7.69% |
| 31 Mar, 22 | 26 | 85.71% |
| 31 Dec, 21 | 14 | -22.22% |
| 30 Sep, 21 | 18 | -35.71% |
| 30 Jun, 21 | 28 | 12.00% |
| 31 Mar, 21 | 25 | 56.25% |
| 31 Dec, 20 | 16 | 14.29% |
| 30 Sep, 20 | 14 | 75.00% |
| 30 Jun, 20 | 8 | - |
| 31 Mar, 20 | 8 | 100.00% |
| 31 Dec, 19 | 4 | - |
| 30 Sep, 19 | - | -100.00% |
| 30 Jun, 19 | 1 | - |
| 31 Mar, 19 | 1 | - |
| 31 Dec, 18 | - | - |
| 30 Sep, 18 | - | - |
| 30 Jun, 18 | - | - |
| 31 Mar, 18 | - | - |
| 31 Dec, 17 | - | - |
| 30 Sep, 17 | - | - |
| 30 Jun, 17 | - | - |
| 31 Mar, 17 | - | - |
| 31 Dec, 16 | - | -100.00% |
| 30 Sep, 16 | 1 | - |
| 30 Jun, 16 | - | - |
| 31 Mar, 16 | - | - |
| 31 Dec, 15 | - | - |
| 30 Sep, 15 | - | - |
| 30 Jun, 15 | - | - |
| 31 Mar, 15 | - | - |
| 31 Dec, 14 | - | - |
| 30 Sep, 14 | - | - |
| 30 Jun, 14 | - | - |
| 31 Mar, 14 | - | - |
| 31 Dec, 13 | - | - |
| 30 Sep, 13 | - | - |
| 30 Jun, 13 | - | - |
19 institutional shareholders have reduced their position in ALRS stock as of 30 Jun 24 compared to 27 in the previous quarter (a -29.63% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 91 | 4.60% | 9,489,131 | 2.20% | 48.07% | 2.18% | 56 | 51.35% | 19 | -29.63% |
| 31 Mar, 24 | 87 | 8.75% | 9,285,019 | 3.63% | 46.99% | 2.31% | 37 | -7.50% | 27 | 28.57% |
| 31 Dec, 23 | 80 | 15.94% | 8,960,189 | 4.07% | 45.09% | 2.44% | 40 | 33.33% | 21 | 10.53% |
| 30 Sep, 23 | 69 | 4.55% | 8,609,411 | -0.30% | 42.98% | 2.31% | 30 | -21.05% | 19 | 35.71% |
| 30 Jun, 23 | 66 | 1.54% | 8,635,225 | 3.82% | 43.12% | 2.50% | 38 | 15.15% | 14 | -17.65% |
| 31 Mar, 23 | 65 | -15.58% | 8,317,154 | -0.89% | 41.53% | 2.05% | 33 | 13.79% | 17 | -34.62% |
| 31 Dec, 22 | 77 | -1.28% | 8,391,511 | 0.83% | 45.02% | 2.60% | 29 | -34.09% | 26 | 36.84% |
| 30 Sep, 22 | 78 | 14.71% | 8,322,618 | 11.74% | 41.64% | 2.25% | 44 | 57.14% | 19 | -20.83% |
| 30 Jun, 22 | 68 | -8.11% | 7,448,033 | 4.45% | 43.06% | 2.52% | 28 | -3.45% | 24 | -7.69% |
| 31 Mar, 22 | 74 | 7.25% | 7,130,690 | 3.82% | 41.35% | 2.60% | 29 | -19.44% | 26 | 85.71% |
| 31 Dec, 21 | 69 | 21.05% | 6,868,083 | 7.90% | 39.91% | 2.92% | 36 | 71.43% | 14 | -22.22% |
| 30 Sep, 21 | 57 | -5.00% | 6,365,479 | -0.11% | 37.00% | 2.69% | 21 | 40.00% | 18 | -35.71% |
| 30 Jun, 21 | 60 | -1.64% | 6,372,299 | 0.18% | 37.06% | 2.69% | 15 | -28.57% | 28 | 12.00% |
| 31 Mar, 21 | 61 | 3.39% | 6,360,951 | 1.12% | 37.10% | 2.75% | 21 | -25.00% | 25 | 56.25% |
| 31 Dec, 20 | 59 | 9.26% | 6,290,315 | 0.53% | 36.74% | 2.75% | 28 | 16.67% | 16 | 14.29% |
| 30 Sep, 20 | 54 | -8.47% | 6,256,994 | 1.77% | 36.55% | 2.83% | 24 | -40.00% | 14 | 75.00% |
| 30 Jun, 20 | 59 | 18.00% | 6,147,934 | 11.64% | 35.93% | 3.45% | 40 | 25.00% | 8 | - |
| 31 Mar, 20 | 50 | 6.38% | 5,506,799 | 4.15% | 32.26% | 2.51% | 32 | -3.03% | 8 | 100.00% |
| 31 Dec, 19 | 47 | 88.00% | 5,287,468 | 74.82% | 35.88% | 7.99% | 33 | 32.00% | 4 | - |
| 30 Sep, 19 | 25 | 2400.00% | 3,024,588 | 1063.30% | 21.19% | 598.32% | 25 | - | - | -100.00% |
| 30 Jun, 19 | 1 | -50.00% | 260,000 | -14.15% | 1.88% | 39.07% | - | - | 1 | - |
| 31 Mar, 19 | 2 | - | 302,862 | -6.79% | 2.19% | 39.45% | - | - | 1 | - |
| 31 Dec, 18 | 2 | - | 324,910 | - | 2.36% | 42.40% | - | -100.00% | - | - |
| 30 Sep, 18 | 2 | - | 324,910 | 4.44% | 2.36% | 46.26% | 1 | - | - | - |
| 30 Jun, 18 | 2 | - | 311,108 | 16.27% | 2.26% | 59.71% | 1 | - | - | - |
| 31 Mar, 18 | 2 | -33.33% | 267,580 | 5.35% | 1.94% | 56.57% | 1 | - | - | - |
| 31 Dec, 17 | 3 | - | 253,998 | 7.61% | 1.85% | 62.46% | 1 | - | - | - |
| 30 Sep, 17 | 3 | -25.00% | 236,041 | 416.04% | 1.72% | 1543.43% | 1 | -50.00% | - | - |
| 30 Jun, 17 | 4 | 100.00% | 45,741 | 29.43% | 0.33% | 495.46% | 2 | - | - | - |
| 31 Mar, 17 | 2 | - | 35,341 | - | 0.26% | 380.85% | - | - | - | - |
| 31 Dec, 16 | 2 | -33.33% | 35,341 | -75.57% | 0.26% | 22.80% | - | -100.00% | - | -100.00% |
| 30 Sep, 16 | 3 | - | 144,681 | -2.40% | 1.07% | 88.71% | 1 | - | 1 | - |
| 30 Jun, 16 | 3 | - | 148,241 | 0.68% | 1.10% | 92.27% | 1 | - | - | - |
| 31 Mar, 16 | 3 | - | 147,241 | 0.68% | 1.09% | 99.29% | 1 | - | - | - |
| 31 Dec, 15 | 3 | - | 146,241 | - | 1.05% | 95.21% | - | -100.00% | - | - |
| 30 Sep, 15 | 3 | 50.00% | 146,241 | 9.79% | 1.05% | 114.81% | 1 | - | - | - |
| 30 Jun, 15 | 2 | - | 133,200 | 1.14% | 0.96% | 107.49% | 1 | - | - | - |
| 31 Mar, 15 | 2 | - | 131,700 | - | 0.94% | 105.38% | - | - | - | - |
| 31 Dec, 14 | 2 | - | 131,700 | - | 0.95% | 105.71% | - | -100.00% | - | - |
| 30 Sep, 14 | 2 | - | 131,700 | 200.00% | 0.95% | 951.47% | 2 | - | - | - |
| 30 Jun, 14 | 2 | - | 43,900 | - | 0.32% | 285.35% | - | -100.00% | - | - |
| 31 Mar, 14 | 2 | 100.00% | 43,900 | 555.22% | 0.33% | 12923.47% | 1 | - | - | - |
| 31 Dec, 13 | 1 | - | 6,700 | - | 0.05% | 1972.39% | - | - | - | - |
| 30 Sep, 13 | 1 | - | 6,700 | - | 0.05% | 1972.39% | - | -100.00% | - | - |
| 30 Jun, 13 | 1 | - | 6,700 | - | 0.05% | - | 1 | - | - | - |
Alerus Financial Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Alerus Financial's stock was made by Lorenson Katie A on Feb 29 2024, selling 3,234 shares at - per share (valued at -).
Alerus Financial Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 7 | - | - |
| Q1 2024 | 19 | 14 | 135.71% |
| Q4 2023 | - | - | - |
| Q3 2023 | - | 1 | - |
| Q2 2023 | 14 | - | - |
| Q1 2023 | 26 | 6 | 433.33% |
| Q4 2022 | - | - | - |
| Q3 2022 | 1 | 4 | 25.00% |
| Q2 2022 | 3 | 1 | 300.00% |
| Q1 2022 | 12 | 8 | 150.00% |
| Q4 2021 | 3 | 1 | 300.00% |
| Q2 2021 | 6 | - | - |
| Q1 2021 | 9 | 5 | 180.00% |
| Q4 2020 | - | - | - |
| Q2 2020 | 7 | - | - |
| Q1 2020 | 1 | 1 | 100.00% |
| Q3 2019 | 11 | 12 | 91.67% |
7 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Alerus Financial's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | - | - |
| Q1 2024 | - | - | - |
| Q4 2023 | - | - | - |
| Q3 2023 | - | - | - |
| Q2 2023 | 7 | - | - |
| Q1 2023 | 12 | - | - |
| Q4 2022 | - | - | - |
| Q3 2022 | - | - | - |
| Q2 2022 | 2 | - | - |
| Q1 2022 | - | - | - |
| Q4 2021 | - | - | - |
| Q2 2021 | - | - | - |
| Q1 2021 | - | - | - |
| Q4 2020 | - | - | - |
| Q2 2020 | - | - | - |
| Q1 2020 | - | - | - |
| Q3 2019 | 11 | - | - |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Alerus Financial's stocks.
Alerus Financial Peer Ownership
| Ticker | Company |
|---|---|
| BCAL | Southern California Bancorp |
| NECB | Northeast Community Bancorp, Inc. |
| CIVB | Civista Bancshares, Inc. |
| BAFN | BayFirst Financial Corp. |
| FCAP | First Capital, Inc. |
| FNWD | Finward Bancorp |
| HFWA | Heritage Financial Corporation |
| CWBC | Community West Bancshares |
| FFNW | First Financial Northwest, Inc. |
| HMNF | HMN Financial, Inc. |
| AFBI | Affinity Bancshares, Inc. |
| HVBC | HV Bancorp, Inc. |
| HFBL | Home Federal Bancorp, Inc. of Louisiana |
ALRS Ownership FAQ
Who Owns Alerus Financial?
Alerus Financial is owned by institutional shareholders (48.07%), insiders (11.45%), and public (40.47%). The largest institutional shareholder of Alerus Financial is ALERUS FINANCIAL NA (10.81% of total shares) and the top mutual fund owner is Zacks Trust (0.08% of total shares).
Who are the major institutional shareholders of Alerus Financial?
Alerus Financial's major institutional shareholders are ALERUS FINANCIAL NA, BLACKROCK INC., VANGUARD GROUP INC, BANC FUNDS CO LLC, and GEODE CAPITAL MANAGEMENT, LLC. The top five shareholders own together 28.80% of the company's share outstanding.
How many Alerus Financial shareholders are there?
As of Jun 2024, there are 91 institutional shareholders of Alerus Financial.
What percentage of Alerus Financial is owned by ALERUS FINANCIAL NA?
ALERUS FINANCIAL NA owns 2.13M shares of Alerus Financial, representing 10.81% of the company's total shares outstanding, valued at $41.85M (as of Jun 2024).
What percentage of Alerus Financial is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 1.68M shares of Alerus Financial (ALRS), compromising 8.50% of the company, valued at $32.92M.
What percentage of Alerus Financial is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of Alerus Financial. The company owns 928.07K of the company's shares outstanding (worth $18.2M).