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AmeriServ Financial Ownership 2024 | Who Owns AmeriServ Financial Now?

OverviewRevenueFinancialsChart

Institutional Ownership

31.01%

Insider Ownership

21.00%

Retail Ownership

47.99%

Institutional Holders

30.00

AmeriServ Financial Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
GENDELL JEFFREY L8.26%0.11%1,415,76745,7443.34%3,199,633Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP6.72%0.00%1,151,467-12,957-1.11%2,602,315Jun 30, 2024
VANGUARD GROUP INC4.21%-722,381--1,632,581Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC3.48%0.00%597,5775,5240.93%1,350,524Jun 30, 2024
OPPENHEIMER & CLOSE, LLC1.60%0.54%274,583--620,558Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC1.58%0.01%270,9636,4802.45%612,376Jun 30, 2024
BLACKROCK INC.0.84%-144,0702,0761.46%325,598Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC0.65%-111,8548,1807.89%252,882Jun 30, 2024
LESA SROUFE & CO0.58%0.22%100,000--226,000Jun 30, 2024
EMPOWERED FUNDS, LLC0.53%0.00%90,1926,4807.74%203,834Jun 30, 2024
PNC FINANCIAL SERVICES GROUP, INC.0.46%0.00%78,474-60,000-43.33%177,352Jun 30, 2024
MINERVA ADVISORS LLC0.34%0.09%58,200--129,786Jun 30, 2024
JOHN G ULLMAN & ASSOCIATES INC0.27%0.02%47,015-6,685-12.45%106,254Jun 30, 2024
DRYDEN CAPITAL, LLC0.25%0.17%43,373-6,282-12.65%98,023Jun 30, 2024
ABACUS PLANNING GROUP, INC.0.25%0.02%42,513--96,079Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC0.20%0.00%33,500-13,867-29.28%74,000Jun 30, 2024
NORTHERN TRUST CORP0.19%-31,990-957-2.90%72,298,000Jun 30, 2024
STATE STREET CORP0.11%-19,490--44,047,000Jun 30, 2024
CAPTRUST FINANCIAL ADVISORS0.08%0.00%13,483--30,472Jun 30, 2024
SCHULHOFF & CO INC0.08%0.01%13,000--29,380Jun 30, 2024

AmeriServ Financial's largest institutional shareholder is GENDELL JEFFREY L, holding 8.26% of the company's total share outstanding, currently valued at $3.20M. The top 10 institutional shareholders own together 28.45% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
OPPENHEIMER & CLOSE, LLC1.60%0.54%274,583--620,558Jun 30, 2024
LESA SROUFE & CO0.58%0.22%100,000--226,000Jun 30, 2024
DRYDEN CAPITAL, LLC0.25%0.17%43,373-6,282-12.65%98,023Jun 30, 2024
GENDELL JEFFREY L8.26%0.11%1,415,76745,7443.34%3,199,633Jun 30, 2024
MINERVA ADVISORS LLC0.34%0.09%58,200--129,786Jun 30, 2024
ABACUS PLANNING GROUP, INC.0.25%0.02%42,513--96,079Jun 30, 2024
JOHN G ULLMAN & ASSOCIATES INC0.27%0.02%47,015-6,685-12.45%106,254Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC1.58%0.01%270,9636,4802.45%612,376Jun 30, 2024
SCHULHOFF & CO INC0.08%0.01%13,000--29,380Jun 30, 2024
EMPOWERED FUNDS, LLC0.53%0.00%90,1926,4807.74%203,834Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC3.48%0.00%597,5775,5240.93%1,350,524Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP6.72%0.00%1,151,467-12,957-1.11%2,602,315Jun 30, 2024
CORNERSTONE PLANNING GROUP LLC0.01%0.00%963963100.00%2,215Jun 30, 2024
SALOMON & LUDWIN, LLC0.01%0.00%1,209--2,732Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC0.20%0.00%33,500-13,867-29.28%74,000Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.02%0.00%4,26287425.80%9,632Jun 30, 2024
PNC FINANCIAL SERVICES GROUP, INC.0.46%0.00%78,474-60,000-43.33%177,352Jun 30, 2024
CAPTRUST FINANCIAL ADVISORS0.08%0.00%13,483--30,472Jun 30, 2024
INNEALTA CAPITAL, LLC0.00%0.00%125125100.00%283Jun 30, 2024
VANGUARD GROUP INC4.21%-722,381--1,632,581Jun 30, 2024

The largest AmeriServ Financial shareholder by % of total assets is OPPENHEIMER & CLOSE, LLC. The company owns 274.58K shares of AmeriServ Financial (ASRV), representing 0.54% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
GENDELL JEFFREY L8.26%0.11%1,415,76745,7443.34%3,199,633Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC0.65%-111,8548,1807.89%252,882Jun 30, 2024
EMPOWERED FUNDS, LLC0.53%0.00%90,1926,4807.74%203,834Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC1.58%0.01%270,9636,4802.45%612,376Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC3.48%0.00%597,5775,5240.93%1,350,524Jun 30, 2024
BLACKROCK INC.0.84%-144,0702,0761.46%325,598Jun 30, 2024
CORNERSTONE PLANNING GROUP LLC0.01%0.00%963963100.00%2,215Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.02%0.00%4,26287425.80%9,632Jun 30, 2024
BANK OF AMERICA CORP /DE/0.00%-126126100.00%285Jun 30, 2024
INNEALTA CAPITAL, LLC0.00%0.00%125125100.00%283Jun 30, 2024
MORGAN STANLEY--1--3Jun 30, 2024
STATE STREET CORP0.11%-19,490--44,047,000Jun 30, 2024
IFP ADVISORS, INC0.00%-114--258Jun 30, 2024
VANGUARD GROUP INC4.21%-722,381--1,632,581Jun 30, 2024
CAPTRUST FINANCIAL ADVISORS0.08%0.00%13,483--30,472Jun 30, 2024
SALOMON & LUDWIN, LLC0.01%0.00%1,209--2,732Jun 30, 2024
SCHULHOFF & CO INC0.08%0.01%13,000--29,380Jun 30, 2024
ABACUS PLANNING GROUP, INC.0.25%0.02%42,513--96,079Jun 30, 2024
MINERVA ADVISORS LLC0.34%0.09%58,200--129,786Jun 30, 2024
LESA SROUFE & CO0.58%0.22%100,000--226,000Jun 30, 2024

As of Jun 30 2024, AmeriServ Financial's largest institutional buyer is GENDELL JEFFREY L. The company purchased 45.74K stocks of ASRV, valued at $3.20M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PNC FINANCIAL SERVICES GROUP, INC.0.46%0.00%78,474-60,000-43.33%177,352Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC0.20%0.00%33,500-13,867-29.28%74,000Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP6.72%0.00%1,151,467-12,957-1.11%2,602,315Jun 30, 2024
PRUDENTIAL FINANCIAL INC----11,400-100.00%-Jun 30, 2024
JOHN G ULLMAN & ASSOCIATES INC0.27%0.02%47,015-6,685-12.45%106,254Jun 30, 2024
DRYDEN CAPITAL, LLC0.25%0.17%43,373-6,282-12.65%98,023Jun 30, 2024
ROYAL BANK OF CANADA----1,200-100.00%-Jun 30, 2024
NORTHERN TRUST CORP0.19%-31,990-957-2.90%72,298,000Jun 30, 2024
CAPITAL ADVISORS, LTD. LLC----204-100.00%-Jun 30, 2024
WELLS FARGO & COMPANY/MN--1-121-99.18%2Jun 30, 2024
OPPENHEIMER & CLOSE, LLC1.60%0.54%274,583--620,558Jun 30, 2024
LESA SROUFE & CO0.58%0.22%100,000--226,000Jun 30, 2024
MINERVA ADVISORS LLC0.34%0.09%58,200--129,786Jun 30, 2024
ABACUS PLANNING GROUP, INC.0.25%0.02%42,513--96,079Jun 30, 2024
SCHULHOFF & CO INC0.08%0.01%13,000--29,380Jun 30, 2024
SALOMON & LUDWIN, LLC0.01%0.00%1,209--2,732Jun 30, 2024
CAPTRUST FINANCIAL ADVISORS0.08%0.00%13,483--30,472Jun 30, 2024
VANGUARD GROUP INC4.21%-722,381--1,632,581Jun 30, 2024
IFP ADVISORS, INC0.00%-114--258Jun 30, 2024
STATE STREET CORP0.11%-19,490--44,047,000Jun 30, 2024

As of Jun 30 2024, AmeriServ Financial's biggest institutional seller is PNC FINANCIAL SERVICES GROUP, INC.. The company sold -60.00K shares of ASRV, valued at $177.35K.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CORNERSTONE PLANNING GROUP LLC0.01%0.00%963963100.00%2,215Jun 30, 2024
INNEALTA CAPITAL, LLC0.00%0.00%125125100.00%283Jun 30, 2024

AmeriServ Financial's largest new institutional shareholder by number of shares is CORNERSTONE PLANNING GROUP LLC, purchased 963.00 shares, valued at $2.21K, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PRUDENTIAL FINANCIAL INC----11,400-100.00%-Jun 30, 2024
ROYAL BANK OF CANADA----1,200-100.00%-Jun 30, 2024
CAPITAL ADVISORS, LTD. LLC----204-100.00%-Jun 30, 2024

AmeriServ Financial's largest sold out institutional shareholder by shares sold is PRUDENTIAL FINANCIAL INC, sold -11.40K shares, valued at -, as of undefined.

AmeriServ Financial Mutual Fund Holders

Name% Total AssetsTotal SharesChange AmountChange %Date
BRIDGEWAY FUNDS INC0.07%177,171--Mar 28, 2024
VANGUARD VALLEY FORGE FUNDS0.02%8,751--Mar 31, 2024
UNIFIED SERIES TRUST0.00%46,000--Mar 31, 2024
DIMENSIONAL INVESTMENT GROUP INC0.00%30,968--Jan 31, 2024
VANGUARD INDEX FUNDS0.00%692,488-127,597-15.56%Mar 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%1,021,603187,31722.45%Jan 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%15,247--Mar 31, 2024
FIDELITY CONCORD STREET TRUST0.00%95,147-574-0.60%Feb 29, 2024
Dimensional ETF Trust0.00%181,410--Jan 31, 2024
SA FUNDS INVESTMENT TRUST0.00%4,400--Mar 31, 2024
Angel Oak Funds Trust0.00%21,000--Jan 31, 2024
Segall Bryant & Hamill Trust0.00%3,950--Mar 31, 2024
DFA INVESTMENT TRUST CO0.00%30,968--Jan 31, 2024
SCHWAB CAPITAL TRUST0.00%4,001--Jan 31, 2024
VALIC Co I0.00%22,000--Feb 29, 2024
NORTHERN FUNDS0.00%2,916--Mar 28, 2024
NATIONWIDE MUTUAL FUNDS0.00%1,800--Jan 31, 2024
USAA MUTUAL FUNDS TRUST0.00%2,414--Jan 31, 2024
EQ ADVISORS TRUST0.00%2,404--Mar 31, 2024
iSHARES TRUST0.00%32,651-860-2.57%Mar 31, 2024

AmeriServ Financial's largest mutual fund holder by % of total assets is "BRIDGEWAY FUNDS INC", owning 177.17K shares, compromising 0.07% of its total assets.

AmeriServ Financial Institutional Ownership Trends

Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 2430-
31 Mar, 2430-3.23%
31 Dec, 23313.33%
30 Sep, 2330-9.09%
30 Jun, 233310.00%
31 Mar, 2330-6.25%
31 Dec, 223218.52%
30 Sep, 222712.50%
30 Jun, 2224-20.00%
31 Mar, 2230-6.25%
31 Dec, 21326.67%
30 Sep, 2130-9.09%
30 Jun, 21333.13%
31 Mar, 21323.23%
31 Dec, 20313.33%
30 Sep, 20303.45%
30 Jun, 2029-12.12%
31 Mar, 2033-5.71%
31 Dec, 1935-7.89%
30 Sep, 19385.56%
30 Jun, 1936-2.70%
31 Mar, 19372.78%
31 Dec, 1836-2.70%
30 Sep, 183715.63%
30 Jun, 1832-
31 Mar, 1832-5.88%
31 Dec, 1734-5.56%
30 Sep, 1736-5.26%
30 Jun, 1738-5.00%
31 Mar, 17408.11%
31 Dec, 16375.71%
30 Sep, 1635-7.89%
30 Jun, 16385.56%
31 Mar, 16362.86%
31 Dec, 153512.90%
30 Sep, 1531-3.13%
30 Jun, 1532-8.57%
31 Mar, 1535-2.78%
31 Dec, 14362.86%
30 Sep, 14356.06%
30 Jun, 1433-5.71%
31 Mar, 1435-5.41%
31 Dec, 133712.12%
30 Sep, 13333.13%
30 Jun, 1332300.00%
31 Mar, 13814.29%
31 Dec, 127-22.22%
30 Sep, 12928.57%
30 Jun, 127-12.50%
31 Mar, 128-
31 Dec, 118-11.11%
30 Sep, 119-
30 Jun, 11912.50%
31 Mar, 11833.33%
31 Dec, 10620.00%
30 Sep, 105-
30 Jun, 105-28.57%
31 Mar, 107-
31 Dec, 09740.00%
30 Sep, 09525.00%
30 Jun, 094100.00%
31 Mar, 092-50.00%
31 Dec, 084-
30 Sep, 084-
30 Jun, 084-20.00%
31 Mar, 085-
31 Dec, 075-
30 Sep, 07525.00%
30 Jun, 074-20.00%
31 Mar, 07525.00%
31 Dec, 064-33.33%
30 Sep, 066-
30 Jun, 066-14.29%
31 Mar, 067-
31 Dec, 057133.33%
30 Sep, 053-25.00%
30 Jun, 05433.33%
31 Mar, 053-
30 Jun, 041-50.00%
31 Mar, 042100.00%
31 Dec, 031-
30 Sep, 022100.00%
30 Jun, 021-50.00%
31 Mar, 022100.00%
31 Dec, 011-
30 Sep, 011-
30 Jun, 011-

As of 30 Jun 24, 30 institutions are holding AmeriServ Financial's shares, representing an increase of 0.00% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 245,318,073-0.60%
31 Mar, 245,350,176-2.40%
31 Dec, 235,481,779-7.43%
30 Sep, 235,921,5010.07%
30 Jun, 235,917,3643.63%
31 Mar, 235,709,847-6.08%
31 Dec, 226,079,575-7.34%
30 Sep, 226,561,009-0.58%
30 Jun, 226,599,036-6.53%
31 Mar, 227,060,186-1.28%
31 Dec, 217,151,644-1.07%
30 Sep, 217,228,706-0.72%
30 Jun, 217,280,929-0.79%
31 Mar, 217,339,051-2.92%
31 Dec, 207,560,0548.35%
30 Sep, 206,977,5471.40%
30 Jun, 206,881,5330.20%
31 Mar, 206,867,797-0.19%
31 Dec, 196,880,634-6.38%
30 Sep, 197,349,615-0.94%
30 Jun, 197,419,342-0.33%
31 Mar, 197,444,0853.01%
31 Dec, 187,226,8450.56%
30 Sep, 187,186,8433.01%
30 Jun, 186,976,618-0.53%
31 Mar, 187,013,7030.18%
31 Dec, 177,001,0437.72%
30 Sep, 176,499,2775.07%
30 Jun, 176,185,684-2.89%
31 Mar, 176,369,9826.18%
31 Dec, 165,999,2143.32%
30 Sep, 165,806,630-0.40%
30 Jun, 165,829,843-0.08%
31 Mar, 165,834,2736.11%
31 Dec, 155,498,45819.43%
30 Sep, 154,603,975-2.27%
30 Jun, 154,710,802-20.74%
31 Mar, 155,943,321-20.04%
31 Dec, 147,432,9070.02%
30 Sep, 147,431,700-0.09%
30 Jun, 147,438,7471.55%
31 Mar, 147,325,450-5.83%
31 Dec, 137,778,8871.54%
30 Sep, 137,660,934-0.95%
30 Jun, 137,734,576317.28%
31 Mar, 131,853,588-10.00%
31 Dec, 122,059,628-1.93%
30 Sep, 122,100,2137.87%
30 Jun, 121,946,970-8.59%
31 Mar, 122,129,9915.16%
31 Dec, 112,025,481-52.08%
30 Sep, 114,227,041-12.76%
30 Jun, 114,845,51984.50%
31 Mar, 112,626,28634.79%
31 Dec, 101,948,3857.96%
30 Sep, 101,804,728-1.09%
30 Jun, 101,824,555-32.31%
31 Mar, 102,695,382-44.19%
31 Dec, 094,829,49352.13%
30 Sep, 093,174,5000.85%
30 Jun, 093,147,78544.26%
31 Mar, 092,182,055-9.68%
31 Dec, 082,415,852-10.19%
30 Sep, 082,689,883-36.10%
30 Jun, 084,209,50175.42%
31 Mar, 082,399,6930.00%
31 Dec, 072,399,658-13.00%
30 Sep, 072,758,08977.38%
30 Jun, 071,554,870-37.00%
31 Mar, 072,467,953-45.75%
31 Dec, 064,549,63183.87%
30 Sep, 062,474,3830.42%
30 Jun, 062,464,102-31.45%
31 Mar, 063,594,718-36.75%
31 Dec, 055,683,598206.92%
30 Sep, 051,851,81060.66%
30 Jun, 051,152,65733.47%
31 Mar, 05863,621-
30 Jun, 04639,710-0.30%
31 Mar, 04641,63446496.51%
31 Dec, 031,377-
30 Sep, 02108,62039.97%
30 Jun, 0277,600-1.35%
31 Mar, 0278,6621.37%
31 Dec, 0177,600-
30 Sep, 0177,600-62.34%
30 Jun, 01206,028-

AmeriServ Financial (ASRV) has 5.32M shares outstanding as of 30 Jun 24, down -0.60% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2431.01%3.19%
31 Mar, 2431.20%3.05%
31 Dec, 2331.97%2.68%
30 Sep, 2334.53%2.90%
30 Jun, 2334.51%3.11%
31 Mar, 2333.33%2.64%
31 Dec, 2235.52%2.42%
30 Sep, 2238.34%2.58%
30 Jun, 2238.57%2.26%
31 Mar, 2241.30%2.35%
31 Dec, 2141.89%2.34%
30 Sep, 2142.34%2.33%
30 Jun, 2142.65%2.31%
31 Mar, 2143.01%2.19%
31 Dec, 2044.33%2.65%
30 Sep, 2040.90%2.51%
30 Jun, 2040.36%2.49%
31 Mar, 2040.30%2.49%
31 Dec, 1940.21%2.22%
30 Sep, 1942.54%2.36%
30 Jun, 1942.45%2.37%
31 Mar, 1942.35%2.54%
31 Dec, 1840.84%2.54%
30 Sep, 1840.10%2.68%
30 Jun, 1838.68%2.57%
31 Mar, 1838.79%2.63%
31 Dec, 1738.41%3.07%
30 Sep, 1735.36%3.19%
30 Jun, 1733.29%2.90%
31 Mar, 1733.86%3.36%
31 Dec, 1631.75%3.36%
30 Sep, 1630.72%3.23%
30 Jun, 1630.85%3.23%
31 Mar, 1630.90%3.64%
31 Dec, 1529.14%4.89%
30 Sep, 1524.40%3.91%
30 Jun, 1524.98%2.51%
31 Mar, 1531.53%2.02%
31 Dec, 1439.55%2.53%
30 Sep, 1439.54%2.52%
30 Jun, 1439.58%2.60%
31 Mar, 1438.99%2.31%
31 Dec, 1341.07%2.47%
30 Sep, 1340.78%2.47%
30 Jun, 1340.62%43.44%
31 Mar, 139.67%8.41%
31 Dec, 1210.72%9.03%
30 Sep, 1210.90%11.02%
30 Jun, 129.94%9.37%
31 Mar, 1210.30%11.27%
31 Dec, 119.56%2.41%
30 Sep, 1119.93%3.82%
30 Jun, 1122.85%14.90%
31 Mar, 1112.38%14.69%
31 Dec, 109.18%12.70%
30 Sep, 108.50%11.51%
30 Jun, 108.60%5.33%
31 Mar, 1012.70%2.44%
31 Dec, 0922.81%10.15%
30 Sep, 0914.99%6.77%
30 Jun, 0914.88%13.96%
31 Mar, 0910.32%7.90%
31 Dec, 0811.43%7.54%
30 Sep, 0812.31%3.32%
30 Jun, 0819.27%16.28%
31 Mar, 0810.88%9.19%
31 Dec, 0710.88%7.03%
30 Sep, 0712.44%25.27%
30 Jun, 077.02%5.66%
31 Mar, 0711.14%2.64%
31 Dec, 0620.55%16.46%
30 Sep, 0611.17%9.02%
30 Jun, 0611.13%4.21%
31 Mar, 0616.25%2.08%
31 Dec, 0527.94%31.90%
30 Sep, 059.36%27.41%
30 Jun, 055.84%30.47%
31 Mar, 054.38%-
30 Jun, 044.58%21.68%
31 Mar, 044.60%4699302.02%
31 Dec, 030.01%-
30 Sep, 020.79%247.08%
30 Jun, 020.56%170.95%
31 Mar, 020.57%178.81%
31 Dec, 010.57%173.80%
30 Sep, 010.57%24.68%
30 Jun, 011.52%-

As of 30 Jun 24, AmeriServ Financial is held by 31.01% institutional shareholders, representing a 3.19% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 241122.22%
31 Mar, 249-25.00%
31 Dec, 231220.00%
30 Sep, 2310-16.67%
30 Jun, 23129.09%
31 Mar, 2311-8.33%
31 Dec, 221271.43%
30 Sep, 22775.00%
30 Jun, 224-
31 Mar, 224-50.00%
31 Dec, 21860.00%
30 Sep, 215-50.00%
30 Jun, 211025.00%
31 Mar, 218-27.27%
31 Dec, 201157.14%
30 Sep, 20716.67%
30 Jun, 206-25.00%
31 Mar, 20833.33%
31 Dec, 196-40.00%
30 Sep, 1910-
30 Jun, 1910-9.09%
31 Mar, 1911-15.38%
31 Dec, 1813-23.53%
30 Sep, 181741.67%
30 Jun, 1812-
31 Mar, 1812-25.00%
31 Dec, 1716-
30 Sep, 171614.29%
30 Jun, 1714-12.50%
31 Mar, 1716-
31 Dec, 161677.78%
30 Sep, 169-10.00%
30 Jun, 1610-
31 Mar, 161011.11%
31 Dec, 159-10.00%
30 Sep, 1510-
30 Jun, 1510-
31 Mar, 151025.00%
31 Dec, 148-20.00%
30 Sep, 1410-16.67%
30 Jun, 1412-14.29%
31 Mar, 1414-
31 Dec, 1314100.00%
30 Sep, 137-73.08%
30 Jun, 1326550.00%
31 Mar, 134100.00%
31 Dec, 122-33.33%
30 Sep, 123200.00%
30 Jun, 121-75.00%
31 Mar, 12433.33%
31 Dec, 113-
30 Sep, 113-40.00%
30 Jun, 115-16.67%
31 Mar, 116100.00%
31 Dec, 103200.00%
30 Sep, 101-50.00%
30 Jun, 102-
31 Mar, 102-50.00%
31 Dec, 094100.00%
30 Sep, 092-
30 Jun, 092100.00%
31 Mar, 091-50.00%
31 Dec, 082-
30 Sep, 082100.00%
30 Jun, 081-
31 Mar, 081-75.00%
31 Dec, 074300.00%
30 Sep, 071-
30 Jun, 071-75.00%
31 Mar, 07433.33%
31 Dec, 063200.00%
30 Sep, 061-66.67%
30 Jun, 063-25.00%
31 Mar, 064-33.33%
31 Dec, 056200.00%
30 Sep, 052-
30 Jun, 052-33.33%
31 Mar, 053-
30 Jun, 04--100.00%
31 Mar, 042100.00%
31 Dec, 031-
30 Sep, 021-
30 Jun, 02--100.00%
31 Mar, 021-
31 Dec, 01--100.00%
30 Sep, 011-
30 Jun, 011-

11 institutional shareholders have increased their position in ASRV stock as of 30 Jun 24 compared to 9 in the previous quarter (a 22.22% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 24860.00%
31 Mar, 24525.00%
31 Dec, 234-42.86%
30 Sep, 23716.67%
30 Jun, 236-40.00%
31 Mar, 231025.00%
31 Dec, 22833.33%
30 Sep, 226-14.29%
30 Jun, 227-46.15%
31 Mar, 221330.00%
31 Dec, 211011.11%
30 Sep, 219-18.18%
30 Jun, 2111-8.33%
31 Mar, 2112140.00%
31 Dec, 205-28.57%
30 Sep, 20716.67%
30 Jun, 206-33.33%
31 Mar, 209-10.00%
31 Dec, 1910-9.09%
30 Sep, 191110.00%
30 Jun, 1910-9.09%
31 Mar, 1911-
31 Dec, 181137.50%
30 Sep, 18833.33%
30 Jun, 186-25.00%
31 Mar, 18833.33%
31 Dec, 176-25.00%
30 Sep, 17833.33%
30 Jun, 176-33.33%
31 Mar, 17950.00%
31 Dec, 166-25.00%
30 Sep, 168-11.11%
30 Jun, 16928.57%
31 Mar, 167-
31 Dec, 15716.67%
30 Sep, 156-14.29%
30 Jun, 157-22.22%
31 Mar, 15912.50%
31 Dec, 148-11.11%
30 Sep, 14980.00%
30 Jun, 145-37.50%
31 Mar, 148-
31 Dec, 138-27.27%
30 Sep, 1311266.67%
30 Jun, 133-
31 Mar, 13--100.00%
31 Dec, 12350.00%
30 Sep, 122-
30 Jun, 122-
31 Mar, 122-
31 Dec, 112100.00%
30 Sep, 111-66.67%
30 Jun, 113200.00%
31 Mar, 111-
31 Dec, 101-66.67%
30 Sep, 103200.00%
30 Jun, 101-50.00%
31 Mar, 102-
31 Dec, 092100.00%
30 Sep, 091-
30 Jun, 09--
31 Mar, 09--
31 Dec, 08--100.00%
30 Sep, 081-
30 Jun, 081-
31 Mar, 08--
31 Dec, 07--100.00%
30 Sep, 071-
30 Jun, 07--
31 Mar, 07--
31 Dec, 06--100.00%
30 Sep, 062-
30 Jun, 06--
31 Mar, 06--
31 Dec, 05--
30 Sep, 05--100.00%
30 Jun, 051-
31 Mar, 05--
30 Jun, 04--
31 Mar, 04--
31 Dec, 03--
30 Sep, 02--
30 Jun, 02--
31 Mar, 02--
31 Dec, 01--
30 Sep, 01--
30 Jun, 01--

8 institutional shareholders have reduced their position in ASRV stock as of 30 Jun 24 compared to 5 in the previous quarter (a 60.00% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 2430-5,318,073-0.60%31.01%3.19%1122.22%860.00%
31 Mar, 2430-3.23%5,350,176-2.40%31.20%3.05%9-25.00%525.00%
31 Dec, 23313.33%5,481,779-7.43%31.97%2.68%1220.00%4-42.86%
30 Sep, 2330-9.09%5,921,5010.07%34.53%2.90%10-16.67%716.67%
30 Jun, 233310.00%5,917,3643.63%34.51%3.11%129.09%6-40.00%
31 Mar, 2330-6.25%5,709,847-6.08%33.33%2.64%11-8.33%1025.00%
31 Dec, 223218.52%6,079,575-7.34%35.52%2.42%1271.43%833.33%
30 Sep, 222712.50%6,561,009-0.58%38.34%2.58%775.00%6-14.29%
30 Jun, 2224-20.00%6,599,036-6.53%38.57%2.26%4-7-46.15%
31 Mar, 2230-6.25%7,060,186-1.28%41.30%2.35%4-50.00%1330.00%
31 Dec, 21326.67%7,151,644-1.07%41.89%2.34%860.00%1011.11%
30 Sep, 2130-9.09%7,228,706-0.72%42.34%2.33%5-50.00%9-18.18%
30 Jun, 21333.13%7,280,929-0.79%42.65%2.31%1025.00%11-8.33%
31 Mar, 21323.23%7,339,051-2.92%43.01%2.19%8-27.27%12140.00%
31 Dec, 20313.33%7,560,0548.35%44.33%2.65%1157.14%5-28.57%
30 Sep, 20303.45%6,977,5471.40%40.90%2.51%716.67%716.67%
30 Jun, 2029-12.12%6,881,5330.20%40.36%2.49%6-25.00%6-33.33%
31 Mar, 2033-5.71%6,867,797-0.19%40.30%2.49%833.33%9-10.00%
31 Dec, 1935-7.89%6,880,634-6.38%40.21%2.22%6-40.00%10-9.09%
30 Sep, 19385.56%7,349,615-0.94%42.54%2.36%10-1110.00%
30 Jun, 1936-2.70%7,419,342-0.33%42.45%2.37%10-9.09%10-9.09%
31 Mar, 19372.78%7,444,0853.01%42.35%2.54%11-15.38%11-
31 Dec, 1836-2.70%7,226,8450.56%40.84%2.54%13-23.53%1137.50%
30 Sep, 183715.63%7,186,8433.01%40.10%2.68%1741.67%833.33%
30 Jun, 1832-6,976,618-0.53%38.68%2.57%12-6-25.00%
31 Mar, 1832-5.88%7,013,7030.18%38.79%2.63%12-25.00%833.33%
31 Dec, 1734-5.56%7,001,0437.72%38.41%3.07%16-6-25.00%
30 Sep, 1736-5.26%6,499,2775.07%35.36%3.19%1614.29%833.33%
30 Jun, 1738-5.00%6,185,684-2.89%33.29%2.90%14-12.50%6-33.33%
31 Mar, 17408.11%6,369,9826.18%33.86%3.36%16-950.00%
31 Dec, 16375.71%5,999,2143.32%31.75%3.36%1677.78%6-25.00%
30 Sep, 1635-7.89%5,806,630-0.40%30.72%3.23%9-10.00%8-11.11%
30 Jun, 16385.56%5,829,843-0.08%30.85%3.23%10-928.57%
31 Mar, 16362.86%5,834,2736.11%30.90%3.64%1011.11%7-
31 Dec, 153512.90%5,498,45819.43%29.14%4.89%9-10.00%716.67%
30 Sep, 1531-3.13%4,603,975-2.27%24.40%3.91%10-6-14.29%
30 Jun, 1532-8.57%4,710,802-20.74%24.98%2.51%10-7-22.22%
31 Mar, 1535-2.78%5,943,321-20.04%31.53%2.02%1025.00%912.50%
31 Dec, 14362.86%7,432,9070.02%39.55%2.53%8-20.00%8-11.11%
30 Sep, 14356.06%7,431,700-0.09%39.54%2.52%10-16.67%980.00%
30 Jun, 1433-5.71%7,438,7471.55%39.58%2.60%12-14.29%5-37.50%
31 Mar, 1435-5.41%7,325,450-5.83%38.99%2.31%14-8-
31 Dec, 133712.12%7,778,8871.54%41.07%2.47%14100.00%8-27.27%
30 Sep, 13333.13%7,660,934-0.95%40.78%2.47%7-73.08%11266.67%
30 Jun, 1332300.00%7,734,576317.28%40.62%43.44%26550.00%3-
31 Mar, 13814.29%1,853,588-10.00%9.67%8.41%4100.00%--100.00%
31 Dec, 127-22.22%2,059,628-1.93%10.72%9.03%2-33.33%350.00%
30 Sep, 12928.57%2,100,2137.87%10.90%11.02%3200.00%2-
30 Jun, 127-12.50%1,946,970-8.59%9.94%9.37%1-75.00%2-
31 Mar, 128-2,129,9915.16%10.30%11.27%433.33%2-
31 Dec, 118-11.11%2,025,481-52.08%9.56%2.41%3-2100.00%
30 Sep, 119-4,227,041-12.76%19.93%3.82%3-40.00%1-66.67%
30 Jun, 11912.50%4,845,51984.50%22.85%14.90%5-16.67%3200.00%
31 Mar, 11833.33%2,626,28634.79%12.38%14.69%6100.00%1-
31 Dec, 10620.00%1,948,3857.96%9.18%12.70%3200.00%1-66.67%
30 Sep, 105-1,804,728-1.09%8.50%11.51%1-50.00%3200.00%
30 Jun, 105-28.57%1,824,555-32.31%8.60%5.33%2-1-50.00%
31 Mar, 107-2,695,382-44.19%12.70%2.44%2-50.00%2-
31 Dec, 09740.00%4,829,49352.13%22.81%10.15%4100.00%2100.00%
30 Sep, 09525.00%3,174,5000.85%14.99%6.77%2-1-
30 Jun, 094100.00%3,147,78544.26%14.88%13.96%2100.00%--
31 Mar, 092-50.00%2,182,055-9.68%10.32%7.90%1-50.00%--
31 Dec, 084-2,415,852-10.19%11.43%7.54%2---100.00%
30 Sep, 084-2,689,883-36.10%12.31%3.32%2100.00%1-
30 Jun, 084-20.00%4,209,50175.42%19.27%16.28%1-1-
31 Mar, 085-2,399,6930.00%10.88%9.19%1-75.00%--
31 Dec, 075-2,399,658-13.00%10.88%7.03%4300.00%--100.00%
30 Sep, 07525.00%2,758,08977.38%12.44%25.27%1-1-
30 Jun, 074-20.00%1,554,870-37.00%7.02%5.66%1-75.00%--
31 Mar, 07525.00%2,467,953-45.75%11.14%2.64%433.33%--
31 Dec, 064-33.33%4,549,63183.87%20.55%16.46%3200.00%--100.00%
30 Sep, 066-2,474,3830.42%11.17%9.02%1-66.67%2-
30 Jun, 066-14.29%2,464,102-31.45%11.13%4.21%3-25.00%--
31 Mar, 067-3,594,718-36.75%16.25%2.08%4-33.33%--
31 Dec, 057133.33%5,683,598206.92%27.94%31.90%6200.00%--
30 Sep, 053-25.00%1,851,81060.66%9.36%27.41%2---100.00%
30 Jun, 05433.33%1,152,65733.47%5.84%30.47%2-33.33%1-
31 Mar, 053-863,621-4.38%-3---
30 Jun, 041-50.00%639,710-0.30%4.58%21.68%--100.00%--
31 Mar, 042100.00%641,63446496.51%4.60%4699302.02%2100.00%--
31 Dec, 031-1,377-0.01%-1---
30 Sep, 022100.00%108,62039.97%0.79%247.08%1---
30 Jun, 021-50.00%77,600-1.35%0.56%170.95%--100.00%--
31 Mar, 022100.00%78,6621.37%0.57%178.81%1---
31 Dec, 011-77,600-0.57%173.80%--100.00%--
30 Sep, 011-77,600-62.34%0.57%24.68%1---
30 Jun, 011-206,028-1.52%-1---

AmeriServ Financial Insider Shareholders Trades

Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 14, 2024STOPKO JEFFREY Aofficer President & CEO ASRV & BankP-PurchaseBuy2,000$2.29$4.58K144,236
Aug 05, 2024STOPKO JEFFREY Aofficer President & CEO ASRV & BankP-PurchaseBuy3,000$2.51$7.53K142,236
Aug 05, 2024STOPKO JEFFREY Aofficer President & CEO ASRV & BankP-PurchaseBuy47$2.50$117.50139,236

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 14, 2024STOPKO JEFFREY Aofficer President & CEO ASRV & BankP-PurchaseBuy2,000$2.29$4.58K144,236
Aug 05, 2024STOPKO JEFFREY Aofficer President & CEO ASRV & BankP-PurchaseBuy3,000$2.51$7.53K142,236
Aug 05, 2024STOPKO JEFFREY Aofficer President & CEO ASRV & BankP-PurchaseBuy47$2.50$117.50139,236

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 17, 2024FINUI DAVID Aofficer Pres & CEO Trust Co.Sell---2,143

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 14, 2024STOPKO JEFFREY Aofficer President & CEO ASRV & BankP-PurchaseBuy2,000$2.29$4.58K144,236
Aug 05, 2024STOPKO JEFFREY Aofficer President & CEO ASRV & BankP-PurchaseBuy3,000$2.51$7.53K142,236
Aug 05, 2024STOPKO JEFFREY Aofficer President & CEO ASRV & BankP-PurchaseBuy47$2.50$117.50139,236
May 24, 2024FINUI DAVID Aofficer Pres & CEO Trust Co.A-AwardBuy11$2.88$31.682,154
May 24, 2024PASQUERILLA MARK Edirector-A-AwardBuy10,602$2.59$27.50K93,746
May 24, 2024Onorato Daniel A.director-A-AwardBuy10,602$2.59$27.50K44,446
May 24, 2024Onorato Daniel A.director-A-AwardBuy341$2.88$982.1133,844
May 24, 2024O MALLEY MARGARET Adirector-A-AwardBuy10,602$2.59$27.50K368,617
May 24, 2024O MALLEY MARGARET Adirector-A-AwardBuy466$2.88$1.34K358,015
May 24, 2024O MALLEY MARGARET Adirector-A-AwardBuy221$2.88$636.50357,549
May 24, 2024KUNKLE KIM Wdirector-A-AwardBuy10,602$2.59$27.50K159,044
May 24, 2024KUNKLE KIM Wdirector-A-AwardBuy87$2.88$250.57148,442
May 24, 2024KUNKLE KIM Wdirector-A-AwardBuy382$2.88$1.10K148,355
May 24, 2024KUNKLE KIM Wdirector-A-AwardBuy950$2.88$2.74K147,973
May 24, 2024Hickton David J.director-A-AwardBuy10,602$2.59$27.50K15,600
May 24, 2024Bradley Amydirector-A-AwardBuy10,602$2.59$27.50K24,700
May 24, 2024Bloomingdale Richard W.director-A-AwardBuy10,602$2.59$27.50K20,598
May 24, 2024Bloomingdale Richard W.director-A-AwardBuy77$2.88$221.779,996
May 24, 2024ADAMS J MICHAEL JRdirector-A-AwardBuy10,602$2.59$27.50K139,086
May 17, 2024FINUI DAVID Aofficer Pres & CEO Trust Co.Sell---2,143

The last insider sell of AmeriServ Financial's stock was made by FINUI DAVID A on May 17 2024, selling - shares at - per share (valued at -). The last insider buy of ASRV was made by STOPKO JEFFREY A on Aug 14 2024, buying 2,000 shares at $2.29 per share (worth $4.58K).

AmeriServ Financial Insider Ownership Trends

All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 20243--
Q2 20241711700.00%
Q1 202411--
Q4 20239--
Q3 20231011000.00%
Q2 202318--
Q1 2023174425.00%
Q4 202294225.00%
Q3 202213--
Q2 2022225440.00%
Q1 2022105200.00%
Q4 20214514500.00%
Q3 202182400.00%
Q2 202117--
Q1 202164150.00%
Q4 202061600.00%
Q3 20207--
Q2 2020152750.00%
Q1 20201211200.00%
Q4 201993300.00%

3 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by AmeriServ Financial's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 20243--
Q2 20241--
Q1 20244--
Q4 20232--
Q3 20232--
Q2 20233--
Q1 20237--
Q4 20221250.00%
Q3 20227--
Q2 202284200.00%
Q1 20221250.00%
Q4 202141--
Q3 202141400.00%
Q2 20215--
Q1 202111100.00%
Q4 20201--
Q3 20203--
Q2 20203--
Q1 20206--
Q4 201931300.00%

As of Q3 2024, Insider owners conducted 3 open market buy trades and 0 open market sell trades of AmeriServ Financial's stocks.

AmeriServ Financial Peer Ownership

TickerCompany
BCALSouthern California Bancorp
BSRRSierra Bancorp
NECBNortheast Community Bancorp, Inc.
BAFNBayFirst Financial Corp.
CWBCCommunity West Bancshares
FFNWFirst Financial Northwest, Inc.
AFBIAffinity Bancshares, Inc.
FNWBFirst Northwest Bancorp
FVCBFVCBankcorp, Inc.

ASRV Ownership FAQ

AmeriServ Financial is owned by institutional shareholders (31.01%), insiders (21.00%), and public (47.99%). The largest institutional shareholder of AmeriServ Financial is GENDELL JEFFREY L (8.26% of total shares) and the top mutual fund owner is BRIDGEWAY FUNDS INC (0.07% of total shares).

AmeriServ Financial's major institutional shareholders are GENDELL JEFFREY L, DIMENSIONAL FUND ADVISORS LP, VANGUARD GROUP INC, RENAISSANCE TECHNOLOGIES LLC, and OPPENHEIMER & CLOSE, LLC. The top five shareholders own together 24.27% of the company's share outstanding.

As of Jun 2024, there are 30 institutional shareholders of AmeriServ Financial.

GENDELL JEFFREY L owns 1.42M shares of AmeriServ Financial, representing 8.26% of the company's total shares outstanding, valued at $3.2M (as of Jun 2024).

As of Jun 2024, DIMENSIONAL FUND ADVISORS LP holds 1.15M shares of AmeriServ Financial (ASRV), compromising 6.72% of the company, valued at $2.6M.

VANGUARD GROUP INC is the third largest holder of AmeriServ Financial. The company owns 722.38K of the company's shares outstanding (worth $1.63M).