Amalgamated Financial Ownership | Who Owns Amalgamated Financial?
Amalgamated Financial Ownership Summary
Amalgamated Financial is owned by 56.87% institutional investors, 39.71% insiders, and 3.42% retail investors. Blackrock is the largest institutional shareholder, holding 9.47% of AMAL shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.25% of its assets in Amalgamated Financial shares.
AMAL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Amalgamated Financial | 56.87% | 39.71% | 3.42% |
| Sector | Financial Services Stocks | 43.60% | 12.77% | 43.63% |
| Industry | Regional Banks Stocks | 49.77% | 11.61% | 38.62% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 2.88M | 9.47% | $79.05M |
| Adage capital partners gp | 1.53M | 5.03% | $42.00M |
| Vanguard group | 1.22M | 4.00% | $33.42M |
| Dimensional fund advisors lp | 1.16M | 3.80% | $31.72M |
| Brown advisory | 833.23K | 2.73% | $22.83M |
| State street | 671.77K | 2.20% | $18.41M |
| Jpmorgan chase | 478.17K | 1.57% | $13.10M |
| Geode capital management | 444.78K | 1.46% | $12.19M |
| American century companies | 428.75K | 1.41% | $11.75M |
| First manhattan co. llc. | 402.90K | 1.32% | $11.04M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Nia impact advisors | 221.39K | 2.18% | $6.07M |
| Clean yield group | 144.54K | 1.48% | $3.96M |
| Arjuna capital | 176.18K | 1.30% | $4.83M |
| Harrington investments | 75.90K | 1.18% | $2.08M |
| Isthmus partners | 136.47K | 0.35% | $3.74M |
| Globeflex capital l p | 93.15K | 0.27% | $2.55M |
| Clarivest asset management | 67.93K | 0.19% | $1.86M |
| Bridgeway capital management | 248.15K | 0.16% | $6.80M |
| Virtus investment advisers | 6.10K | 0.14% | $167.14K |
| Virtus fund advisers | 1.18K | 0.13% | $32.22K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard group | 1.22M | 0.00% | 252.66K |
| Allianz asset management gmbh | 118.15K | 0.00% | 118.15K |
| Blackrock | 2.88M | 0.00% | 117.10K |
| American century companies | 428.75K | 0.01% | 63.56K |
| Jpmorgan chase | 478.17K | 0.00% | 57.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Redwood grove capital | - | - | -201.01K |
| Assenagon asset management | - | - | -112.43K |
| Adage capital partners gp | 1.53M | 0.08% | -111.74K |
| Goldman sachs group | 293.16K | 0.00% | -49.06K |
| Morgan stanley | 150.92K | 0.00% | -47.95K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Credit agricole s a | 52.54K | 0.01% | 52.54K | $1.44M |
| Lsv asset management | 50.28K | 0.00% | 50.28K | $1.38M |
| Price t rowe associates inc /md/ | 49.98K | 0.00% | 49.98K | $1.37M |
| Deerfield management company, l.p. (series c) | 44.50K | 0.02% | 44.50K | $1.22M |
| Connor, clark & lunn investment management | 18.22K | 0.00% | 18.22K | $499.34K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -4.00 |
| Quarry lp | -38.00 |
| Clear street markets | -184.00 |
| Simplex trading | -311.00 |
| Citadel advisors | -400.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 166 | 7.10% | 17,427,990 | 7.28% | 56 | 2.01% | 89 | 12.66% | 48 | -14.29% |
| Jun 30, 2024 | 154 | -3.14% | 16,245,742 | 0.04% | 53 | 1.89% | 79 | -9.20% | 56 | 24.44% |
| Mar 31, 2024 | 159 | 18.66% | 16,238,800 | 6.34% | 53 | 2.12% | 87 | 17.57% | 45 | 12.50% |
| Dec 31, 2023 | 134 | 16.52% | 15,270,909 | -0.55% | 50 | 1.99% | 74 | 51.02% | 40 | - |
| Sep 30, 2023 | 115 | -0.86% | 15,354,697 | -3.04% | 50 | 1.89% | 49 | -22.22% | 40 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 690.51K | 2.25% | 1.01K |
| iShares Russell 2000 ETF | 549.84K | 1.79% | -1.23K |
| Avantis US Small Cap Value ETF | 408.35K | 1.33% | - |
| Brown Advisory Small-Cap Fdmtl Val Inv | 392.84K | 1.28% | -111.19K |
| BlackRock Advantage Small Cap Core Instl | 314.84K | 1.03% | 52.06K |
| Vanguard Institutional Extnd Mkt Idx Tr | 289.12K | 0.94% | 4.30K |
| DFA US Targeted Value I | 211.76K | 0.69% | - |
| Federated Hermes MDT SCC Institutional | 206.92K | 0.67% | 78.27K |
| Federated Hermes MDT Small Cap Core IS | 206.92K | 0.67% | 78.27K |
| Fidelity Small Cap Index | 184.13K | 0.60% | -6.26K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 20, 2024 | Western States Regional Joint Board, Workers United | - | Sell | $352.06K |
| Nov 19, 2024 | Western States Regional Joint Board, Workers United | - | Sell | $1.67M |
| Nov 20, 2024 | Workers United | - | Sell | $352.06K |
| Nov 19, 2024 | Workers United | - | Sell | $1.67M |
| Nov 15, 2024 | Western States Regional Joint Board, Workers United | - | Sell | $2.25M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 51 |
| 2024 Q3 | - | 13 |
| 2024 Q2 | - | 3 |
| 2024 Q1 | - | 2 |
| 2023 Q4 | - | 17 |
AMAL Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools