Amalgamated Financial Ownership 2024 | Who Owns Amalgamated Financial Now?
Institutional Ownership
53.25%
Insider Ownership
42.03%
Retail Ownership
4.72%
Institutional Holders
152.00
Amalgamated Financial Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 9.47% | 0.00% | 2,884,975 | 117,103 | 4.23% | 79,048,325 | Jun 30, 2024 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 5.03% | 0.08% | 1,532,805 | -111,738 | -6.79% | 41,998,857 | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.00% | 0.00% | 1,219,660 | 252,655 | 26.13% | 33,418,683 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 3.80% | 0.01% | 1,157,594 | 43,213 | 3.88% | 31,715,506 | Jun 30, 2024 |
| BROWN ADVISORY INC | 2.73% | 0.03% | 833,231 | -2,962 | -0.35% | 22,830,520 | Jun 30, 2024 |
| STATE STREET CORP | 2.20% | 0.00% | 671,773 | -37,884 | -5.34% | 18,406,580,000 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 1.57% | 0.00% | 478,165 | 56,998 | 13.53% | 13,101,720 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.46% | 0.00% | 444,779 | 29,528 | 7.11% | 12,189,626 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 1.41% | 0.01% | 428,745 | 63,561 | 17.41% | 11,747,613 | Jun 30, 2024 |
| FIRST MANHATTAN CO. LLC. | 1.32% | 0.04% | 402,903 | -2,550 | -0.63% | 11,039,542 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.96% | 0.00% | 293,164 | -49,061 | -14.34% | 8,032,694 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.81% | 0.16% | 248,154 | 8,460 | 3.53% | 6,799,420 | Jun 30, 2024 |
| PRUDENTIAL FINANCIAL INC | 0.79% | 0.01% | 240,535 | -15,510 | -6.06% | 6,590,659 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.77% | 0.00% | 233,384 | 15,049 | 6.89% | 6,394,721,000 | Jun 30, 2024 |
| NIA IMPACT ADVISORS, LLC | 0.73% | 2.18% | 221,394 | -13,447 | -5.73% | 6,066,204 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 0.68% | 0.00% | 207,640 | 640 | 0.31% | 5,689,335 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.66% | 0.00% | 202,387 | -28,403 | -12.31% | 5,545,404 | Jun 30, 2024 |
| ARJUNA CAPITAL | 0.58% | 1.30% | 176,180 | 4,319 | 2.51% | 4,827,332 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.53% | 0.00% | 160,236 | 8,969 | 5.93% | 4,390,466 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.52% | 0.00% | 158,643 | 4,555 | 2.96% | 4,346,812 | Jun 30, 2024 |
Amalgamated Financial's largest institutional shareholder is BLACKROCK INC., holding 9.47% of the company's total share outstanding, currently valued at $79.05M. The top 10 institutional shareholders own together 32.99% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NIA IMPACT ADVISORS, LLC | 0.73% | 2.18% | 221,394 | -13,447 | -5.73% | 6,066,204 | Jun 30, 2024 |
| CLEAN YIELD GROUP | 0.47% | 1.48% | 144,541 | 1,332 | 0.93% | 3,960,423 | Jun 30, 2024 |
| ARJUNA CAPITAL | 0.58% | 1.30% | 176,180 | 4,319 | 2.51% | 4,827,332 | Jun 30, 2024 |
| HARRINGTON INVESTMENTS, INC | 0.25% | 1.18% | 75,900 | 760 | 1.01% | 2,079,660 | Jun 30, 2024 |
| ISTHMUS PARTNERS, LLC | 0.45% | 0.35% | 136,474 | 77 | 0.06% | 3,739,388 | Jun 30, 2024 |
| GLOBEFLEX CAPITAL L P | 0.31% | 0.27% | 93,152 | -7,233 | -7.21% | 2,552,365 | Jun 30, 2024 |
| CLARIVEST ASSET MANAGEMENT LLC | 0.22% | 0.19% | 67,932 | 1,886 | 2.86% | 1,861,337 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.81% | 0.16% | 248,154 | 8,460 | 3.53% | 6,799,420 | Jun 30, 2024 |
| VIRTUS INVESTMENT ADVISERS, INC. | 0.02% | 0.14% | 6,100 | -17,500 | -74.15% | 167,140 | Jun 30, 2024 |
| VIRTUS FUND ADVISERS, LLC | 0.00% | 0.13% | 1,176 | 76 | 6.91% | 32,222 | Jun 30, 2024 |
| CORTON CAPITAL INC. | 0.03% | 0.13% | 8,740 | 8,740 | 100.00% | 239,476 | Jun 30, 2024 |
| AVALON TRUST CO | 0.17% | 0.11% | 51,830 | -100 | -0.19% | 1,420,142 | Jun 30, 2024 |
| CALDWELL SUTTER CAPITAL, INC. | 0.02% | 0.10% | 7,345 | - | - | 201,253 | Jun 30, 2024 |
| CORNERCAP INVESTMENT COUNSEL INC | 0.07% | 0.10% | 21,613 | -195 | -0.89% | 592,196 | Jun 30, 2024 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 5.03% | 0.08% | 1,532,805 | -111,738 | -6.79% | 41,998,857 | Jun 30, 2024 |
| ALGERT GLOBAL LLC | 0.25% | 0.07% | 77,129 | 2,360 | 3.16% | 2,113,000 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 0.38% | 0.07% | 115,334 | -169 | -0.15% | 3,160,152 | Jun 30, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | 0.04% | 0.07% | 13,567 | -4,713 | -25.78% | 371,736 | Jun 30, 2024 |
| QUENT CAPITAL, LLC | 0.07% | 0.06% | 20,580 | - | - | 563,892 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.39% | 0.06% | 118,224 | 8,460 | 7.71% | 3,239,338 | Jun 30, 2024 |
The largest Amalgamated Financial shareholder by % of total assets is NIA IMPACT ADVISORS, LLC. The company owns 221.39K shares of Amalgamated Financial (AMAL), representing 2.18% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 4.00% | 0.00% | 1,219,660 | 252,655 | 26.13% | 33,418,683 | Jun 30, 2024 |
| ALLIANZ ASSET MANAGEMENT GMBH | 0.39% | 0.00% | 118,153 | 118,153 | 100.00% | 3,237,392 | Jun 30, 2024 |
| BLACKROCK INC. | 9.47% | 0.00% | 2,884,975 | 117,103 | 4.23% | 79,048,325 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 1.41% | 0.01% | 428,745 | 63,561 | 17.41% | 11,747,613 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 1.57% | 0.00% | 478,165 | 56,998 | 13.53% | 13,101,720 | Jun 30, 2024 |
| CREDIT AGRICOLE S A | 0.17% | 0.01% | 52,541 | 52,541 | 100.00% | 1,439,623 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 0.17% | 0.00% | 50,279 | 50,279 | 100.00% | 1,378,000 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.16% | 0.00% | 49,976 | 49,976 | 100.00% | 1,371,000 | Jun 30, 2024 |
| DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 0.15% | 0.02% | 44,497 | 44,497 | 100.00% | 1,219,218 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 3.80% | 0.01% | 1,157,594 | 43,213 | 3.88% | 31,715,506 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.46% | 0.00% | 444,779 | 29,528 | 7.11% | 12,189,626 | Jun 30, 2024 |
| MARTINGALE ASSET MANAGEMENT L P | 0.23% | 0.04% | 71,423 | 21,087 | 41.89% | 1,956,991 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.41% | 0.00% | 125,316 | 18,446 | 17.26% | 3,434,000 | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.06% | 0.00% | 18,224 | 18,224 | 100.00% | 499,338 | Jun 30, 2024 |
| LAZARD ASSET MANAGEMENT LLC | 0.11% | 0.00% | 32,034 | 16,434 | 105.35% | 876,000 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.16% | 0.00% | 49,200 | 16,300 | 49.54% | 1,348,080 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.05% | 0.03% | 15,326 | 15,326 | 100.00% | 420,000 | Jun 30, 2024 |
| ETHIC INC. | 0.05% | 0.01% | 15,235 | 15,235 | 100.00% | 417,439 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.77% | 0.00% | 233,384 | 15,049 | 6.89% | 6,394,721,000 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.17% | 0.00% | 52,857 | 14,877 | 39.17% | 1,448,280 | Jun 30, 2024 |
As of Jun 30 2024, Amalgamated Financial's largest institutional buyer is VANGUARD GROUP INC. The company purchased 252.66K stocks of AMAL, valued at $33.42M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| REDWOOD GROVE CAPITAL, LLC | - | - | - | -201,008 | -100.00% | - | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | - | - | - | -112,433 | -100.00% | - | Jun 30, 2024 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 5.03% | 0.08% | 1,532,805 | -111,738 | -6.79% | 41,998,857 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.06% | 0.00% | 17,200 | -88,300 | -83.70% | 471,280 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.96% | 0.00% | 293,164 | -49,061 | -14.34% | 8,032,694 | Jun 30, 2024 |
| MORGAN STANLEY | 0.50% | 0.00% | 150,924 | -47,950 | -24.11% | 4,135,325 | Jun 30, 2024 |
| STATE STREET CORP | 2.20% | 0.00% | 671,773 | -37,884 | -5.34% | 18,406,580,000 | Jun 30, 2024 |
| TOROSO INVESTMENTS, LLC | - | - | - | -37,883 | -100.00% | - | Jun 30, 2024 |
| BOSTON PARTNERS | - | - | - | -34,379 | -100.00% | - | Jun 30, 2024 |
| DENALI ADVISORS LLC | - | - | - | -30,000 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.66% | 0.00% | 202,387 | -28,403 | -12.31% | 5,545,404 | Jun 30, 2024 |
| PEREGRINE CAPITAL MANAGEMENT LLC | - | - | - | -27,529 | -100.00% | - | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -22,966 | -100.00% | - | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | 0.05% | 0.01% | 14,533 | -21,371 | -59.52% | 398,204 | Jun 30, 2024 |
| VIRTUS INVESTMENT ADVISERS, INC. | 0.02% | 0.14% | 6,100 | -17,500 | -74.15% | 167,140 | Jun 30, 2024 |
| PRUDENTIAL FINANCIAL INC | 0.79% | 0.01% | 240,535 | -15,510 | -6.06% | 6,590,659 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.09% | 0.00% | 26,510 | -15,351 | -36.67% | 726,374 | Jun 30, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -15,278 | -100.00% | - | Jun 30, 2024 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 0.10% | 0.00% | 30,154 | -15,263 | -33.61% | 826,000 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | 0.09% | 0.01% | 26,949 | -14,937 | -35.66% | 738,403 | Jun 30, 2024 |
As of Jun 30 2024, Amalgamated Financial's biggest institutional seller is REDWOOD GROVE CAPITAL, LLC. The company sold -0.20M shares of AMAL, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CREDIT AGRICOLE S A | 0.17% | 0.01% | 52,541 | 52,541 | 100.00% | 1,439,623 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 0.17% | 0.00% | 50,279 | 50,279 | 100.00% | 1,378,000 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.16% | 0.00% | 49,976 | 49,976 | 100.00% | 1,371,000 | Jun 30, 2024 |
| DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 0.15% | 0.02% | 44,497 | 44,497 | 100.00% | 1,219,218 | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.06% | 0.00% | 18,224 | 18,224 | 100.00% | 499,338 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.05% | 0.03% | 15,326 | 15,326 | 100.00% | 420,000 | Jun 30, 2024 |
| ETHIC INC. | 0.05% | 0.01% | 15,235 | 15,235 | 100.00% | 417,439 | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | 0.04% | 0.00% | 13,710 | 13,710 | 100.00% | 377,985 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.03% | 0.00% | 9,762 | 9,762 | 100.00% | 267,479 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.03% | 0.00% | 9,632 | 9,632 | 100.00% | 263,917 | Jun 30, 2024 |
| CORTON CAPITAL INC. | 0.03% | 0.13% | 8,740 | 8,740 | 100.00% | 239,476 | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | 0.03% | 0.01% | 8,031 | 8,031 | 100.00% | 220,049 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.03% | 0.00% | 7,808 | 7,808 | 100.00% | 213,000 | Jun 30, 2024 |
| GLASS JACOBSON INVESTMENT ADVISORS LLC | 0.00% | 0.00% | 400 | 400 | 100.00% | 10,960 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 240 | 240 | 100.00% | 6,576 | Jun 30, 2024 |
Amalgamated Financial's largest new institutional shareholder by number of shares is CREDIT AGRICOLE S A, purchased 52.54K shares, valued at $1.44M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| REDWOOD GROVE CAPITAL, LLC | - | - | - | -201,008 | -100.00% | - | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | - | - | - | -112,433 | -100.00% | - | Jun 30, 2024 |
| TOROSO INVESTMENTS, LLC | - | - | - | -37,883 | -100.00% | - | Jun 30, 2024 |
| BOSTON PARTNERS | - | - | - | -34,379 | -100.00% | - | Jun 30, 2024 |
| DENALI ADVISORS LLC | - | - | - | -30,000 | -100.00% | - | Jun 30, 2024 |
| PEREGRINE CAPITAL MANAGEMENT LLC | - | - | - | -27,529 | -100.00% | - | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -22,966 | -100.00% | - | Jun 30, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -15,278 | -100.00% | - | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | - | - | - | -10,600 | -100.00% | - | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | - | - | - | -9,292 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -8,716 | -100.00% | - | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -2,300 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -1,098 | -100.00% | - | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | - | - | - | -982 | -100.00% | - | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | - | - | - | -700 | -100.00% | - | Jun 30, 2024 |
| TRUST CO OF VERMONT | - | - | - | -560 | -100.00% | - | Jun 30, 2024 |
| FORTITUDE FAMILY OFFICE, LLC | - | - | - | -515 | -100.00% | - | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | - | - | - | -311 | -100.00% | - | Jun 30, 2024 |
| CLEAR STREET MARKETS LLC | - | - | - | -184 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -4 | -100.00% | - | Jun 30, 2024 |
Amalgamated Financial's largest sold out institutional shareholder by shares sold is REDWOOD GROVE CAPITAL, LLC, sold -0.20M shares, valued at -, as of undefined.
Amalgamated Financial Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| RMB INVESTORS TRUST | 0.73% | 380,853 | - | - | Dec 31, 2023 |
| CORNERCAP GROUP OF FUNDS /VA/ | 0.24% | 17,245 | - | - | Sep 30, 2022 |
| NUVEEN INVESTMENT TRUST | 0.20% | 113,195 | - | - | Mar 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.18% | 34,370 | -176 | -0.51% | Mar 28, 2024 |
| BRIDGEWAY FUNDS INC | 0.05% | 129,930 | - | - | Mar 28, 2024 |
| Federated Hermes MDT Series | 0.05% | 128,652 | 69,778 | 118.52% | Jan 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.05% | 119,200 | - | - | Mar 28, 2024 |
| CRM Mutual Fund Trust | 0.05% | 23,652 | - | - | Mar 31, 2024 |
| FIRST INVESTORS EQUITY FUNDS | 0.04% | 229,629 | 229,629 | - | Sep 30, 2019 |
| FIRST INVESTORS LIFE SERIES FUNDS | 0.04% | 107,790 | 107,790 | - | Sep 30, 2019 |
| VANGUARD VALLEY FORGE FUNDS | 0.03% | 13,999 | - | - | Mar 31, 2024 |
| Vericimetry Funds | 0.02% | 2,210 | - | - | Mar 31, 2024 |
| SARATOGA ADVANTAGE TRUST | 0.02% | 1,424 | - | - | Feb 29, 2024 |
| PUTNAM INVESTMENT FUNDS | 0.02% | 98,400 | 41,500 | 72.93% | Feb 29, 2024 |
| Brown Advisory Funds | 0.01% | 506,518 | 2,398 | 0.48% | Mar 31, 2024 |
| AMG Funds I | 0.01% | 26,025 | - | - | Jan 31, 2024 |
| AMG Funds I | 0.01% | 25,433 | - | - | Jan 31, 2024 |
| FORUM FUNDS II | 0.01% | 11,824 | 7,324 | 162.76% | Mar 31, 2024 |
| IndexIQ ETF Trust | 0.01% | 19,572 | - | - | Jan 31, 2024 |
| IndexIQ ETF Trust | 0.01% | 18,516 | -1,161 | -5.90% | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.01% | 78,353 | - | - | Mar 31, 2024 |
| Ultimus Managers Trust | 0.01% | 79,716 | - | - | Feb 29, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.01% | 65,226 | 700 | 1.08% | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 30,723 | -1,700 | -5.24% | Mar 31, 2024 |
| ETF Managers Trust | 0.00% | 37,795 | -1,615 | -4.10% | Dec 31, 2023 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 2,620 | - | - | Mar 31, 2024 |
| DOMINI INVESTMENT TRUST | 0.00% | 23,121 | - | - | Jan 31, 2024 |
| PROFESSIONALLY MANAGED PORTFOLIOS | 0.00% | 288,160 | - | - | Feb 29, 2024 |
| PROFESSIONALLY MANAGED PORTFOLIOS | 0.00% | 288,160 | - | - | Feb 29, 2024 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.00% | 47,800 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 328,541 | 76,814 | 30.51% | Feb 29, 2024 |
| Nushares ETF Trust | 0.00% | 19,862 | -382 | -1.89% | Jan 31, 2024 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.00% | 27,900 | - | - | Mar 31, 2024 |
| DOMINI INVESTMENT TRUST | 0.00% | 12,493 | - | - | Jan 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 450 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 754,178 | -460,049 | -37.89% | Mar 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 6,447 | -3,726 | -36.63% | Mar 31, 2024 |
| ALPS ETF Trust | 0.00% | 17,802 | -1,258 | -6.60% | Feb 29, 2024 |
| PUTNAM VARIABLE TRUST | 0.00% | 49,400 | 15,300 | 44.87% | Mar 31, 2024 |
| Amplify ETF Trust | 0.00% | 37,883 | 37,883 | - | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 48,384 | -1,100 | -2.22% | Jan 31, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 13,881 | 1,430 | 11.49% | Mar 31, 2024 |
| MFS VARIABLE INSURANCE TRUST III | 0.00% | 17,813 | 813 | 4.78% | Mar 31, 2024 |
| North Square Investments Trust | 0.00% | 9,860 | - | - | Jan 31, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 8,735 | - | - | Mar 28, 2024 |
| NORTHERN LIGHTS FUND TRUST III | 0.00% | 10,998 | - | - | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 172,790 | -428 | -0.25% | Feb 29, 2024 |
| VANGUARD HORIZON FUNDS | 0.00% | 17,780 | - | - | Mar 31, 2024 |
| Dimensional ETF Trust | 0.00% | 319,632 | 21,294 | 7.14% | Jan 31, 2024 |
| Virtus Investment Trust | 0.00% | 23,600 | 17,200 | 268.75% | Mar 28, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 20,927 | - | - | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 1,744 | - | - | Mar 31, 2024 |
| FIDELITY SELECT PORTFOLIOS | 0.00% | 40,100 | - | - | Feb 29, 2024 |
| STERLING CAPITAL FUNDS | 0.00% | 12,600 | - | - | Mar 28, 2024 |
| JNL VARIABLE FUND LLC | 0.00% | 3,239 | - | - | Mar 31, 2020 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 586,260 | 107,433 | 22.44% | Jan 31, 2024 |
| JPMORGAN INSURANCE TRUST | 0.00% | 6,600 | - | - | Mar 31, 2023 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 16,008 | -1,925 | -10.73% | Mar 31, 2024 |
| NEW COVENANT FUNDS | 0.00% | 2,110 | - | - | Dec 31, 2023 |
| Managed Portfolio Series | 0.00% | 10,708 | 725 | 7.26% | Mar 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. | 0.00% | 4,650 | 400 | 9.41% | Mar 28, 2024 |
| NORTHERN FUNDS | 0.00% | 67,263 | - | - | Mar 28, 2024 |
| Dunham Funds | 0.00% | 31,904 | -1,977 | -5.84% | Jan 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 5,630 | 4,686 | 496.40% | Mar 31, 2024 |
| NORTHERN LIGHTS FUND TRUST II | 0.00% | 4,896 | 4,762 | 3553.73% | Feb 29, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 12,422 | - | - | Mar 28, 2024 |
| Investment Managers Series Trust II | 0.00% | 4,666 | - | - | Jan 31, 2024 |
| OLD WESTBURY FUNDS INC | 0.00% | 48,500 | - | - | Jan 31, 2024 |
| Invesco Exchange-Traded Fund Trust II | 0.00% | 114,855 | 114,714 | 81357.45% | Feb 29, 2024 |
| NORTHERN FUNDS | 0.00% | 50,323 | -13,229 | -20.82% | Mar 28, 2024 |
| Columbia Funds Variable Series Trust II | 0.00% | 10,902 | - | - | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 10,216 | -5,807 | -36.24% | Mar 31, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 39,196 | -6,967 | -15.09% | Mar 31, 2024 |
| PUTNAM ASSET ALLOCATION FUNDS | 0.00% | 8,848 | 706 | 8.67% | Mar 31, 2024 |
| GPS Funds I | 0.00% | 1,417 | - | - | Mar 31, 2024 |
| Meeder Funds | 0.00% | 1,239 | - | - | Mar 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 4,706 | -6,432 | -57.75% | Mar 31, 2024 |
| THRIVENT SERIES FUND INC | 0.00% | 28,266 | 4,370 | 18.29% | Mar 28, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 20,741 | 18 | 0.09% | Jan 31, 2024 |
| AdvisorShares Trust | 0.00% | 986 | - | - | Mar 28, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 30,054 | 27,675 | 1163.30% | Jan 31, 2024 |
| Direxion Shares ETF Trust | 0.00% | 33,591 | - | - | Jan 31, 2024 |
| Investment Managers Series Trust II | 0.00% | 2,719 | - | - | Jan 31, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 19,181 | 2,989 | 18.46% | Mar 31, 2024 |
| PRUDENTIAL SERIES FUND | 0.00% | 15,924 | - | - | Mar 28, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 880 | - | - | Mar 31, 2024 |
| Global X Funds | 0.00% | 7,884 | - | - | Jan 31, 2024 |
| VALIC Co I | 0.00% | 50,582 | 43,767 | 642.22% | Feb 29, 2024 |
| Voya INVESTORS TRUST | 0.00% | 9,276 | 7,476 | 415.33% | Mar 31, 2024 |
| PRUDENTIAL SERIES FUND | 0.00% | 12,738 | - | - | Mar 28, 2024 |
| THRIVENT MUTUAL FUNDS | 0.00% | 14,159 | -4,497 | -24.10% | Jan 31, 2024 |
| Meeder Funds | 0.00% | 722 | - | - | Mar 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.00% | 4,731 | - | - | Mar 31, 2024 |
| SEASONS SERIES TRUST | 0.00% | 3,485 | 2,546 | 271.14% | Mar 31, 2024 |
| LAZARD FUNDS INC | 0.00% | 5,190 | -198 | -3.67% | Mar 31, 2024 |
| Janus Detroit Street Trust | 0.00% | 18,671 | 2,477 | 15.30% | Jan 31, 2024 |
| VANGUARD WELLINGTON FUND | 0.00% | 48,813 | 29,994 | 159.38% | Feb 29, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.00% | 14,400 | - | - | Mar 31, 2024 |
| Federated Hermes Global Allocation Fund | 0.00% | 1,099 | 11 | 1.01% | Feb 29, 2024 |
| VANGUARD WORLD FUND | 0.00% | 26,012 | -1,056 | -3.90% | Feb 29, 2024 |
Amalgamated Financial's largest mutual fund holder by % of total assets is "RMB INVESTORS TRUST", owning 380.85K shares, compromising 0.73% of its total assets.
Amalgamated Financial Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 152 | -4.40% |
| 31 Mar, 24 | 159 | 18.66% |
| 31 Dec, 23 | 134 | 16.52% |
| 30 Sep, 23 | 115 | -0.86% |
| 30 Jun, 23 | 116 | -3.33% |
| 31 Mar, 23 | 120 | -8.40% |
| 31 Dec, 22 | 131 | 0.77% |
| 30 Sep, 22 | 130 | 23.81% |
| 30 Jun, 22 | 105 | 23.53% |
| 31 Mar, 22 | 85 | -2.30% |
| 31 Dec, 21 | 87 | 3.57% |
| 30 Sep, 21 | 84 | -5.62% |
| 30 Jun, 21 | 89 | 4.71% |
| 31 Mar, 21 | 85 | - |
As of 30 Jun 24, 152 institutions are holding Amalgamated Financial's shares, representing a decrease of -4.40% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 16,229,351 | -0.06% |
| 31 Mar, 24 | 16,238,800 | 6.34% |
| 31 Dec, 23 | 15,270,909 | -0.55% |
| 30 Sep, 23 | 15,354,697 | -3.04% |
| 30 Jun, 23 | 15,836,131 | -0.10% |
| 31 Mar, 23 | 15,852,547 | 0.79% |
| 31 Dec, 22 | 15,727,982 | 4.67% |
| 30 Sep, 22 | 15,025,732 | 31.39% |
| 30 Jun, 22 | 11,435,882 | -0.46% |
| 31 Mar, 22 | 11,488,333 | -0.86% |
| 31 Dec, 21 | 11,588,108 | -0.15% |
| 30 Sep, 21 | 11,605,423 | -1.24% |
| 30 Jun, 21 | 11,750,961 | 7.28% |
| 31 Mar, 21 | 10,953,151 | - |
Amalgamated Financial (AMAL) has 16.23M shares outstanding as of 30 Jun 24, down -0.06% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 53.25% | 1.89% |
| 31 Mar, 24 | 53.15% | 2.12% |
| 31 Dec, 23 | 50.10% | 1.99% |
| 30 Sep, 23 | 50.15% | 1.89% |
| 30 Jun, 23 | 51.57% | 1.94% |
| 31 Mar, 23 | 51.63% | 2.02% |
| 31 Dec, 22 | 50.57% | 2.11% |
| 30 Sep, 22 | 48.99% | 3.56% |
| 30 Jun, 22 | 37.11% | 2.72% |
| 31 Mar, 22 | 36.93% | 2.66% |
| 31 Dec, 21 | 37.26% | 2.67% |
| 30 Sep, 21 | 37.32% | 2.62% |
| 30 Jun, 21 | 37.74% | 3.04% |
| 31 Mar, 21 | 35.24% | - |
As of 30 Jun 24, Amalgamated Financial is held by 53.25% institutional shareholders, representing a 1.89% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 79 | -9.20% |
| 31 Mar, 24 | 87 | 17.57% |
| 31 Dec, 23 | 74 | 51.02% |
| 30 Sep, 23 | 49 | -22.22% |
| 30 Jun, 23 | 63 | 3.28% |
| 31 Mar, 23 | 61 | -18.67% |
| 31 Dec, 22 | 75 | -6.25% |
| 30 Sep, 22 | 80 | 26.98% |
| 30 Jun, 22 | 63 | 61.54% |
| 31 Mar, 22 | 39 | -7.14% |
| 31 Dec, 21 | 42 | 7.69% |
| 30 Sep, 21 | 39 | -13.33% |
| 30 Jun, 21 | 45 | -47.06% |
| 31 Mar, 21 | 85 | - |
79 institutional shareholders have increased their position in AMAL stock as of 30 Jun 24 compared to 87 in the previous quarter (a -9.20% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 55 | 22.22% |
| 31 Mar, 24 | 45 | 12.50% |
| 31 Dec, 23 | 40 | - |
| 30 Sep, 23 | 40 | - |
| 30 Jun, 23 | 40 | -6.98% |
| 31 Mar, 23 | 43 | 7.50% |
| 31 Dec, 22 | 40 | 25.00% |
| 30 Sep, 22 | 32 | 6.67% |
| 30 Jun, 22 | 30 | 7.14% |
| 31 Mar, 22 | 28 | 3.70% |
| 31 Dec, 21 | 27 | -10.00% |
| 30 Sep, 21 | 30 | - |
| 30 Jun, 21 | 30 | - |
| 31 Mar, 21 | - | - |
55 institutional shareholders have reduced their position in AMAL stock as of 30 Jun 24 compared to 45 in the previous quarter (a 22.22% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 152 | -4.40% | 16,229,351 | -0.06% | 53.25% | 1.89% | 79 | -9.20% | 55 | 22.22% |
| 31 Mar, 24 | 159 | 18.66% | 16,238,800 | 6.34% | 53.15% | 2.12% | 87 | 17.57% | 45 | 12.50% |
| 31 Dec, 23 | 134 | 16.52% | 15,270,909 | -0.55% | 50.10% | 1.99% | 74 | 51.02% | 40 | - |
| 30 Sep, 23 | 115 | -0.86% | 15,354,697 | -3.04% | 50.15% | 1.89% | 49 | -22.22% | 40 | - |
| 30 Jun, 23 | 116 | -3.33% | 15,836,131 | -0.10% | 51.57% | 1.94% | 63 | 3.28% | 40 | -6.98% |
| 31 Mar, 23 | 120 | -8.40% | 15,852,547 | 0.79% | 51.63% | 2.02% | 61 | -18.67% | 43 | 7.50% |
| 31 Dec, 22 | 131 | 0.77% | 15,727,982 | 4.67% | 50.57% | 2.11% | 75 | -6.25% | 40 | 25.00% |
| 30 Sep, 22 | 130 | 23.81% | 15,025,732 | 31.39% | 48.99% | 3.56% | 80 | 26.98% | 32 | 6.67% |
| 30 Jun, 22 | 105 | 23.53% | 11,435,882 | -0.46% | 37.11% | 2.72% | 63 | 61.54% | 30 | 7.14% |
| 31 Mar, 22 | 85 | -2.30% | 11,488,333 | -0.86% | 36.93% | 2.66% | 39 | -7.14% | 28 | 3.70% |
| 31 Dec, 21 | 87 | 3.57% | 11,588,108 | -0.15% | 37.26% | 2.67% | 42 | 7.69% | 27 | -10.00% |
| 30 Sep, 21 | 84 | -5.62% | 11,605,423 | -1.24% | 37.32% | 2.62% | 39 | -13.33% | 30 | - |
| 30 Jun, 21 | 89 | 4.71% | 11,750,961 | 7.28% | 37.74% | 3.04% | 45 | -47.06% | 30 | - |
| 31 Mar, 21 | 85 | - | 10,953,151 | - | 35.24% | - | 85 | - | - | - |
Amalgamated Financial Insider Shareholders Trades
Open Market Insider Trades
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 Amalgamated Financial's stock was made by Lanning Margaret Matilda on Jul 29 2024, selling 198 shares at $32.21 per share (valued at $6.38K).
Amalgamated Financial Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 22 | 7 | 314.29% |
| Q1 2024 | 19 | 30 | 63.33% |
| Q4 2023 | 3 | 20 | 15.00% |
| Q3 2023 | - | 3 | - |
| Q2 2023 | 13 | 2 | 650.00% |
| Q1 2023 | 7 | 2 | 350.00% |
| Q4 2022 | 3 | 5 | 60.00% |
| Q3 2022 | 6 | 8 | 75.00% |
| Q2 2022 | 15 | 14 | 107.14% |
| Q1 2022 | 11 | 8 | 137.50% |
| Q4 2021 | 4 | 6 | 66.67% |
| Q3 2021 | - | 4 | - |
| Q2 2021 | 14 | 11 | 127.27% |
| Q1 2021 | 9 | 14 | 64.29% |
| Q1 2018 | - | 1 | - |
| Q1 2017 | - | 1 | - |
22 total buy trades, and 7 total sell trades (buy/sell ratio of 3.14%) were made by Amalgamated Financial's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | 2 | - |
| Q1 2024 | - | 2 | - |
| Q4 2023 | - | 17 | - |
| Q3 2023 | - | 2 | - |
| Q2 2023 | 1 | - | - |
| Q1 2023 | - | 1 | - |
| Q4 2022 | - | 3 | - |
| Q3 2022 | - | 4 | - |
| Q2 2022 | - | 8 | - |
| Q1 2022 | - | - | - |
| Q4 2021 | - | 4 | - |
| Q3 2021 | - | 2 | - |
| Q2 2021 | 1 | 1 | 100.00% |
| Q1 2021 | - | 5 | - |
| Q1 2018 | - | - | - |
| Q1 2017 | - | - | - |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 2 open market sell trades of Amalgamated Financial's stocks.
Amalgamated Financial Peer Ownership
| Ticker | Company |
|---|---|
| BCAL | Southern California Bancorp |
| HBCP | Home Bancorp, Inc. |
| GSBC | Great Southern Bancorp, Inc. |
| NECB | Northeast Community Bancorp, Inc. |
| BAFN | BayFirst Financial Corp. |
| FCCO | First Community Corporation |
| CWBC | Community West Bancshares |
| FFNW | First Financial Northwest, Inc. |
| HMNF | HMN Financial, Inc. |
| AFBI | Affinity Bancshares, Inc. |
| FNWB | First Northwest Bancorp |
| BCML | BayCom Corp |
AMAL Ownership FAQ
Who Owns Amalgamated Financial?
Amalgamated Financial is owned by institutional shareholders (53.25%), insiders (42.03%), and public (4.72%). The largest institutional shareholder of Amalgamated Financial is BLACKROCK INC. (9.47% of total shares) and the top mutual fund owner is RMB INVESTORS TRUST (0.73% of total shares).
Who are the major institutional shareholders of Amalgamated Financial?
Amalgamated Financial's major institutional shareholders are BLACKROCK INC., ADAGE CAPITAL PARTNERS GP, L.L.C., VANGUARD GROUP INC, DIMENSIONAL FUND ADVISORS LP, and BROWN ADVISORY INC. The top five shareholders own together 25.03% of the company's share outstanding.
How many Amalgamated Financial shareholders are there?
As of Jun 2024, there are 152 institutional shareholders of Amalgamated Financial.
What percentage of Amalgamated Financial is owned by BLACKROCK INC?
BLACKROCK INC owns 2.88M shares of Amalgamated Financial, representing 9.47% of the company's total shares outstanding, valued at $79.05M (as of Jun 2024).
What percentage of Amalgamated Financial is owned by ADAGE CAPITAL PARTNERS GP, L.L.C?
As of Jun 2024, ADAGE CAPITAL PARTNERS GP, L.L.C holds 1.53M shares of Amalgamated Financial (AMAL), compromising 5.03% of the company, valued at $42M.
What percentage of Amalgamated Financial is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of Amalgamated Financial. The company owns 1.22M of the company's shares outstanding (worth $33.42M).