BayFirst Financial Ownership 2024 | Who Owns BayFirst Financial Now?
Institutional Ownership
16.48%
Insider Ownership
16.38%
Retail Ownership
67.14%
Institutional Holders
15.00
BayFirst Financial Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
BANC FUNDS CO LLC | 3.77% | 0.21% | 150,272 | - | - | 1,746,161 | Jun 30, 2024 |
FIRST MANHATTAN CO. LLC. | 3.48% | 0.01% | 139,015 | - | - | 1,615,354 | Jun 30, 2024 |
VANGUARD GROUP INC | 1.44% | - | 57,615 | -48,538 | -45.72% | 669,486 | Jun 30, 2024 |
AVANTAX PLANNING PARTNERS, INC. | 1.41% | 0.02% | 56,113 | - | - | 652,033 | Jun 30, 2024 |
SALZHAUER MICHAEL | 1.38% | 0.50% | 55,077 | - | - | 639,995 | Jun 30, 2024 |
BLACKROCK INC. | 1.23% | - | 48,947 | 293 | 0.60% | 568,764 | Jun 30, 2024 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1.14% | 0.72% | 45,355 | -49 | -0.11% | 527,025 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 0.84% | - | 33,611 | 2,403 | 7.70% | 390,670 | Jun 30, 2024 |
GATOR CAPITAL MANAGEMENT, LLC | 0.84% | 0.20% | 33,450 | -28,550 | -46.05% | 388,689 | Jun 30, 2024 |
LPL FINANCIAL LLC | 0.32% | 0.00% | 12,821 | 12,821 | 100.00% | 148,980 | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.26% | - | 10,503 | -585 | -5.28% | 122,045,000 | Jun 30, 2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | 0.02% | 0.00% | 779 | -88 | -10.15% | 9,052 | Jun 30, 2024 |
ROYAL BANK OF CANADA | 0.00% | - | 90 | -104 | -53.61% | 1,000 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.00% | - | 29 | 29 | 100.00% | 337 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | - | - | - | -28 | -100.00% | - | Jun 30, 2024 |
KENNEDY CAPITAL MANAGEMENT LLC | - | - | - | -35,425 | -100.00% | - | Jun 30, 2024 |
BayFirst Financial's largest institutional shareholder is BANC FUNDS CO LLC, holding 3.77% of the company's total share outstanding, currently valued at $1.75M. The top 10 institutional shareholders own together 15.84% of the company.
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1.14% | 0.72% | 45,355 | -49 | -0.11% | 527,025 | Jun 30, 2024 |
SALZHAUER MICHAEL | 1.38% | 0.50% | 55,077 | - | - | 639,995 | Jun 30, 2024 |
BANC FUNDS CO LLC | 3.77% | 0.21% | 150,272 | - | - | 1,746,161 | Jun 30, 2024 |
GATOR CAPITAL MANAGEMENT, LLC | 0.84% | 0.20% | 33,450 | -28,550 | -46.05% | 388,689 | Jun 30, 2024 |
AVANTAX PLANNING PARTNERS, INC. | 1.41% | 0.02% | 56,113 | - | - | 652,033 | Jun 30, 2024 |
FIRST MANHATTAN CO. LLC. | 3.48% | 0.01% | 139,015 | - | - | 1,615,354 | Jun 30, 2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | 0.02% | 0.00% | 779 | -88 | -10.15% | 9,052 | Jun 30, 2024 |
LPL FINANCIAL LLC | 0.32% | 0.00% | 12,821 | 12,821 | 100.00% | 148,980 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 0.84% | - | 33,611 | 2,403 | 7.70% | 390,670 | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.26% | - | 10,503 | -585 | -5.28% | 122,045,000 | Jun 30, 2024 |
BLACKROCK INC. | 1.23% | - | 48,947 | 293 | 0.60% | 568,764 | Jun 30, 2024 |
VANGUARD GROUP INC | 1.44% | - | 57,615 | -48,538 | -45.72% | 669,486 | Jun 30, 2024 |
ROYAL BANK OF CANADA | 0.00% | - | 90 | -104 | -53.61% | 1,000 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.00% | - | 29 | 29 | 100.00% | 337 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | - | - | - | -28 | -100.00% | - | Jun 30, 2024 |
KENNEDY CAPITAL MANAGEMENT LLC | - | - | - | -35,425 | -100.00% | - | Jun 30, 2024 |
The largest BayFirst Financial shareholder by % of total assets is GRAHAM CAPITAL WEALTH MANAGEMENT, LLC. The company owns 45.35K shares of BayFirst Financial (BAFN), representing 0.72% of its total assets.
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
LPL FINANCIAL LLC | 0.32% | 0.00% | 12,821 | 12,821 | 100.00% | 148,980 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 0.84% | - | 33,611 | 2,403 | 7.70% | 390,670 | Jun 30, 2024 |
BLACKROCK INC. | 1.23% | - | 48,947 | 293 | 0.60% | 568,764 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.00% | - | 29 | 29 | 100.00% | 337 | Jun 30, 2024 |
FIRST MANHATTAN CO. LLC. | 3.48% | 0.01% | 139,015 | - | - | 1,615,354 | Jun 30, 2024 |
AVANTAX PLANNING PARTNERS, INC. | 1.41% | 0.02% | 56,113 | - | - | 652,033 | Jun 30, 2024 |
BANC FUNDS CO LLC | 3.77% | 0.21% | 150,272 | - | - | 1,746,161 | Jun 30, 2024 |
SALZHAUER MICHAEL | 1.38% | 0.50% | 55,077 | - | - | 639,995 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | - | - | - | -28 | -100.00% | - | Jun 30, 2024 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1.14% | 0.72% | 45,355 | -49 | -0.11% | 527,025 | Jun 30, 2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | 0.02% | 0.00% | 779 | -88 | -10.15% | 9,052 | Jun 30, 2024 |
ROYAL BANK OF CANADA | 0.00% | - | 90 | -104 | -53.61% | 1,000 | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.26% | - | 10,503 | -585 | -5.28% | 122,045,000 | Jun 30, 2024 |
GATOR CAPITAL MANAGEMENT, LLC | 0.84% | 0.20% | 33,450 | -28,550 | -46.05% | 388,689 | Jun 30, 2024 |
KENNEDY CAPITAL MANAGEMENT LLC | - | - | - | -35,425 | -100.00% | - | Jun 30, 2024 |
VANGUARD GROUP INC | 1.44% | - | 57,615 | -48,538 | -45.72% | 669,486 | Jun 30, 2024 |
As of Jun 30 2024, BayFirst Financial's largest institutional buyer is LPL FINANCIAL LLC. The company purchased 12.82K stocks of BAFN, valued at $148.98K.
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
VANGUARD GROUP INC | 1.44% | - | 57,615 | -48,538 | -45.72% | 669,486 | Jun 30, 2024 |
KENNEDY CAPITAL MANAGEMENT LLC | - | - | - | -35,425 | -100.00% | - | Jun 30, 2024 |
GATOR CAPITAL MANAGEMENT, LLC | 0.84% | 0.20% | 33,450 | -28,550 | -46.05% | 388,689 | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.26% | - | 10,503 | -585 | -5.28% | 122,045,000 | Jun 30, 2024 |
ROYAL BANK OF CANADA | 0.00% | - | 90 | -104 | -53.61% | 1,000 | Jun 30, 2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | 0.02% | 0.00% | 779 | -88 | -10.15% | 9,052 | Jun 30, 2024 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1.14% | 0.72% | 45,355 | -49 | -0.11% | 527,025 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | - | - | - | -28 | -100.00% | - | Jun 30, 2024 |
SALZHAUER MICHAEL | 1.38% | 0.50% | 55,077 | - | - | 639,995 | Jun 30, 2024 |
BANC FUNDS CO LLC | 3.77% | 0.21% | 150,272 | - | - | 1,746,161 | Jun 30, 2024 |
AVANTAX PLANNING PARTNERS, INC. | 1.41% | 0.02% | 56,113 | - | - | 652,033 | Jun 30, 2024 |
FIRST MANHATTAN CO. LLC. | 3.48% | 0.01% | 139,015 | - | - | 1,615,354 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.00% | - | 29 | 29 | 100.00% | 337 | Jun 30, 2024 |
BLACKROCK INC. | 1.23% | - | 48,947 | 293 | 0.60% | 568,764 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 0.84% | - | 33,611 | 2,403 | 7.70% | 390,670 | Jun 30, 2024 |
LPL FINANCIAL LLC | 0.32% | 0.00% | 12,821 | 12,821 | 100.00% | 148,980 | Jun 30, 2024 |
As of Jun 30 2024, BayFirst Financial's biggest institutional seller is VANGUARD GROUP INC. The company sold -48.54K shares of BAFN, valued at $669.49K.
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
LPL FINANCIAL LLC | 0.32% | 0.00% | 12,821 | 12,821 | 100.00% | 148,980 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.00% | - | 29 | 29 | 100.00% | 337 | Jun 30, 2024 |
BayFirst Financial's largest new institutional shareholder by number of shares is LPL FINANCIAL LLC, purchased 12.82K shares, valued at $148.98K, as of undefined.
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
KENNEDY CAPITAL MANAGEMENT LLC | - | - | - | -35,425 | -100.00% | - | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | - | - | - | -28 | -100.00% | - | Jun 30, 2024 |
BayFirst Financial's largest sold out institutional shareholder by shares sold is KENNEDY CAPITAL MANAGEMENT LLC, sold -35.42K shares, valued at -, as of undefined.
BayFirst Financial Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
UNIFIED SERIES TRUST | 0.00% | 12,500 | - | - | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.00% | 227 | - | - | Mar 31, 2024 |
VANGUARD INDEX FUNDS | 0.00% | 104,741 | -73,494 | -41.23% | Mar 31, 2024 |
FIDELITY CONCORD STREET TRUST | 0.00% | 29,034 | 1,097 | 3.93% | Feb 29, 2024 |
SCHWAB CAPITAL TRUST | 0.00% | 784 | - | - | Jan 31, 2024 |
USAA MUTUAL FUNDS TRUST | 0.00% | 393 | - | - | Jan 31, 2024 |
EQ ADVISORS TRUST | 0.00% | 635 | - | - | Mar 31, 2024 |
iSHARES TRUST | 0.00% | 7,683 | -220 | -2.78% | Mar 31, 2024 |
BayFirst Financial's largest mutual fund holder by % of total assets is "UNIFIED SERIES TRUST", owning 12.50K shares, compromising 0.00% of its total assets.
BayFirst Financial Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 15 | 7.14% |
31 Mar, 24 | 14 | 7.69% |
31 Dec, 23 | 13 | -13.33% |
30 Sep, 23 | 15 | 15.38% |
30 Jun, 23 | 13 | 8.33% |
31 Mar, 23 | 12 | -20.00% |
31 Dec, 22 | 15 | 25.00% |
30 Sep, 22 | 12 | 9.09% |
30 Jun, 22 | 11 | 37.50% |
31 Mar, 22 | 8 | 14.29% |
31 Dec, 21 | 7 | - |
As of 30 Jun 24, 15 institutions are holding BayFirst Financial's shares, representing an increase of 7.14% compared to the previous quarter.
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 657,728 | -11.30% |
31 Mar, 24 | 741,498 | 6.86% |
31 Dec, 23 | 693,890 | -0.36% |
30 Sep, 23 | 696,405 | 1.13% |
30 Jun, 23 | 688,611 | -0.63% |
31 Mar, 23 | 692,984 | -2.86% |
31 Dec, 22 | 713,415 | 4.38% |
30 Sep, 22 | 683,496 | -2.41% |
30 Jun, 22 | 700,357 | 11.51% |
31 Mar, 22 | 628,093 | 81.74% |
31 Dec, 21 | 345,599 | - |
BayFirst Financial (BAFN) has 657.73K shares outstanding as of 30 Jun 24, down -11.30% compared to the previous quarter.
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 16.48% | 5.04% |
31 Mar, 24 | 18.08% | 6.26% |
31 Dec, 23 | 16.99% | 5.77% |
30 Sep, 23 | 17.16% | 6.04% |
30 Jun, 23 | 16.86% | 5.86% |
31 Mar, 23 | 16.97% | 4.82% |
31 Dec, 22 | 18.76% | 6.52% |
30 Sep, 22 | 16.97% | 5.57% |
30 Jun, 22 | 17.45% | 7.09% |
31 Mar, 22 | 15.69% | 20.43% |
31 Dec, 21 | 8.76% | - |
As of 30 Jun 24, BayFirst Financial is held by 16.48% institutional shareholders, representing a 5.04% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 5 | -28.57% |
31 Mar, 24 | 7 | - |
31 Dec, 23 | 7 | - |
30 Sep, 23 | 7 | 40.00% |
30 Jun, 23 | 5 | 25.00% |
31 Mar, 23 | 4 | -50.00% |
31 Dec, 22 | 8 | 166.67% |
30 Sep, 22 | 3 | -50.00% |
30 Jun, 22 | 6 | 50.00% |
31 Mar, 22 | 4 | -42.86% |
31 Dec, 21 | 7 | - |
5 institutional shareholders have increased their position in BAFN stock as of 30 Jun 24 compared to 7 in the previous quarter (a -28.57% decrease).
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 6 | 100.00% |
31 Mar, 24 | 3 | - |
31 Dec, 23 | 3 | 50.00% |
30 Sep, 23 | 2 | 100.00% |
30 Jun, 23 | 1 | -50.00% |
31 Mar, 23 | 2 | 100.00% |
31 Dec, 22 | 1 | -50.00% |
30 Sep, 22 | 2 | 100.00% |
30 Jun, 22 | 1 | - |
31 Mar, 22 | 1 | - |
31 Dec, 21 | - | - |
6 institutional shareholders have reduced their position in BAFN stock as of 30 Jun 24 compared to 3 in the previous quarter (a 100.00% increase).
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 15 | 7.14% | 657,728 | -11.30% | 16.48% | 5.04% | 5 | -28.57% | 6 | 100.00% |
31 Mar, 24 | 14 | 7.69% | 741,498 | 6.86% | 18.08% | 6.26% | 7 | - | 3 | - |
31 Dec, 23 | 13 | -13.33% | 693,890 | -0.36% | 16.99% | 5.77% | 7 | - | 3 | 50.00% |
30 Sep, 23 | 15 | 15.38% | 696,405 | 1.13% | 17.16% | 6.04% | 7 | 40.00% | 2 | 100.00% |
30 Jun, 23 | 13 | 8.33% | 688,611 | -0.63% | 16.86% | 5.86% | 5 | 25.00% | 1 | -50.00% |
31 Mar, 23 | 12 | -20.00% | 692,984 | -2.86% | 16.97% | 4.82% | 4 | -50.00% | 2 | 100.00% |
31 Dec, 22 | 15 | 25.00% | 713,415 | 4.38% | 18.76% | 6.52% | 8 | 166.67% | 1 | -50.00% |
30 Sep, 22 | 12 | 9.09% | 683,496 | -2.41% | 16.97% | 5.57% | 3 | -50.00% | 2 | 100.00% |
30 Jun, 22 | 11 | 37.50% | 700,357 | 11.51% | 17.45% | 7.09% | 6 | 50.00% | 1 | - |
31 Mar, 22 | 8 | 14.29% | 628,093 | 81.74% | 15.69% | 20.43% | 4 | -42.86% | 1 | - |
31 Dec, 21 | 7 | - | 345,599 | - | 8.76% | - | 7 | - | - | - |
BayFirst Financial Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
All Insider Owners Trades
The last insider buy of BAFN was made by Tudor Rhonda S on Aug 05 2024, buying 100 shares at $12.86 per share (worth $1.29K).
BayFirst Financial Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | 8 | - | - |
Q2 2024 | 30 | - | - |
Q1 2024 | 40 | 10 | 400.00% |
Q4 2023 | 44 | - | - |
Q3 2023 | 39 | 1 | 3900.00% |
Q2 2023 | 42 | - | - |
Q1 2023 | 42 | 5 | 840.00% |
Q4 2022 | 34 | 4 | 850.00% |
Q3 2022 | 32 | 1 | 3200.00% |
Q2 2022 | 40 | 1 | 4000.00% |
Q1 2022 | 52 | 7 | 742.86% |
Q4 2021 | 26 | 74 | 35.14% |
8 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by BayFirst Financial's insiders, as of Q3 2024.
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | 4 | - | - |
Q2 2024 | 2 | - | - |
Q1 2024 | 1 | - | - |
Q4 2023 | 16 | - | - |
Q3 2023 | 14 | - | - |
Q2 2023 | 13 | - | - |
Q1 2023 | 1 | - | - |
Q4 2022 | 2 | - | - |
Q3 2022 | 1 | - | - |
Q2 2022 | 20 | - | - |
Q1 2022 | 7 | - | - |
Q4 2021 | 21 | - | - |
As of Q3 2024, Insider owners conducted 4 open market buy trades and 0 open market sell trades of BayFirst Financial's stocks.
BayFirst Financial Peer Ownership
Ticker | Company |
---|---|
BCAL | Southern California Bancorp |
NECB | Northeast Community Bancorp, Inc. |
FCAP | First Capital, Inc. |
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 |
FNWB | First Northwest Bancorp |
BCML | BayCom Corp |
BAFN Ownership FAQ
Who Owns BayFirst Financial?
BayFirst Financial is owned by institutional shareholders (16.48%), insiders (16.38%), and public (67.14%). The largest institutional shareholder of BayFirst Financial is BANC FUNDS CO LLC (3.77% of total shares) and the top mutual fund owner is UNIFIED SERIES TRUST (0.00% of total shares).
Who are the major institutional shareholders of BayFirst Financial?
BayFirst Financial's major institutional shareholders are BANC FUNDS CO LLC, FIRST MANHATTAN CO. LLC., VANGUARD GROUP INC, AVANTAX PLANNING PARTNERS, INC., and SALZHAUER MICHAEL. The top five shareholders own together 11.48% of the company's share outstanding.
How many BayFirst Financial shareholders are there?
As of Jun 2024, there are 15 institutional shareholders of BayFirst Financial.
What percentage of BayFirst Financial is owned by BANC FUNDS CO LLC?
BANC FUNDS CO LLC owns 150.27K shares of BayFirst Financial, representing 3.77% of the company's total shares outstanding, valued at $1.75M (as of Jun 2024).
What percentage of BayFirst Financial is owned by FIRST MANHATTAN CO. LLC?
As of Jun 2024, FIRST MANHATTAN CO. LLC holds 139.02K shares of BayFirst Financial (BAFN), compromising 3.48% of the company, valued at $1.62M.
What percentage of BayFirst Financial is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of BayFirst Financial. The company owns 57.62K of the company's shares outstanding (worth $669.49K).