ArrowMark Financial Ownership 2024 | Who Owns ArrowMark Financial Now?
Institutional Ownership
18.55%
Insider Ownership
0.08%
Retail Ownership
81.37%
Institutional Holders
26.00
ArrowMark Financial Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
GREENWICH INVESTMENT MANAGEMENT, INC. | 4.21% | 5.05% | 299,275 | -18,975 | -5.96% | 5,517,135 | Jun 30, 2024 |
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 3.43% | 0.01% | 244,136 | 14,992 | 6.54% | 4,500,639 | Jun 30, 2024 |
ARROWMARK COLORADO HOLDINGS LLC | 3.39% | 0.05% | 240,868 | -205,809 | -46.08% | 4,444,015 | Jun 30, 2024 |
STIFEL FINANCIAL CORP | 2.63% | 0.00% | 186,706 | -10,626 | -5.38% | 3,441,969 | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | 1.14% | 0.00% | 81,069 | -198,245 | -70.98% | 1,494,516 | Jun 30, 2024 |
BEACON POINTE ADVISORS, LLC | 0.84% | 0.01% | 59,616 | -6 | -0.01% | 1,099,021 | Jun 30, 2024 |
BARD ASSOCIATES INC | 0.60% | 0.30% | 42,610 | - | - | 785,516 | Jun 30, 2024 |
CAPITAL INVESTMENT ADVISORS, LLC | 0.48% | 0.01% | 34,250 | 1,000 | 3.01% | 631,399 | Jun 30, 2024 |
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.28% | 0.00% | 19,962 | 63 | 0.32% | 368,000 | Jun 30, 2024 |
OPPENHEIMER & CO INC | 0.27% | 0.01% | 19,374 | 1,472 | 8.22% | 357,160 | Jun 30, 2024 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 0.22% | 0.02% | 15,815 | -38,185 | -70.71% | 291,550 | Jun 30, 2024 |
FALCON WEALTH PLANNING | 0.20% | 0.03% | 14,308 | 14,308 | 100.00% | 263,768 | Jun 30, 2024 |
MAGNUS FINANCIAL GROUP LLC | 0.17% | 0.03% | 12,372 | 295 | 2.44% | 228,072 | Jun 30, 2024 |
OXBOW ADVISORS, LLC | 0.15% | 0.02% | 10,990 | -230 | -2.05% | 202,601 | Jun 30, 2024 |
MORGAN STANLEY | 0.15% | - | 10,566 | -534 | -4.81% | 194,801 | Jun 30, 2024 |
ROYAL BANK OF CANADA | 0.07% | - | 4,731 | - | - | 87,000 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.06% | - | 4,550 | - | - | 83,879 | Jun 30, 2024 |
UMB BANK, N.A. | 0.04% | 0.00% | 2,700 | - | - | 49,775 | Jun 30, 2024 |
CALDWELL SUTTER CAPITAL, INC. | 0.02% | 0.02% | 1,741 | - | - | 32,095 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | 0.02% | - | 1,083 | -1 | -0.09% | 19,970 | Jun 30, 2024 |
ArrowMark Financial's largest institutional shareholder is GREENWICH INVESTMENT MANAGEMENT, INC., holding 4.21% of the company's total share outstanding, currently valued at $5.52M. The top 10 institutional shareholders own together 17.26% of the company.
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
GREENWICH INVESTMENT MANAGEMENT, INC. | 4.21% | 5.05% | 299,275 | -18,975 | -5.96% | 5,517,135 | Jun 30, 2024 |
BARD ASSOCIATES INC | 0.60% | 0.30% | 42,610 | - | - | 785,516 | Jun 30, 2024 |
ARROWMARK COLORADO HOLDINGS LLC | 3.39% | 0.05% | 240,868 | -205,809 | -46.08% | 4,444,015 | Jun 30, 2024 |
FALCON WEALTH PLANNING | 0.20% | 0.03% | 14,308 | 14,308 | 100.00% | 263,768 | Jun 30, 2024 |
MAGNUS FINANCIAL GROUP LLC | 0.17% | 0.03% | 12,372 | 295 | 2.44% | 228,072 | Jun 30, 2024 |
OXBOW ADVISORS, LLC | 0.15% | 0.02% | 10,990 | -230 | -2.05% | 202,601 | Jun 30, 2024 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 0.22% | 0.02% | 15,815 | -38,185 | -70.71% | 291,550 | Jun 30, 2024 |
CALDWELL SUTTER CAPITAL, INC. | 0.02% | 0.02% | 1,741 | - | - | 32,095 | Jun 30, 2024 |
CAPITAL INVESTMENT ADVISORS, LLC | 0.48% | 0.01% | 34,250 | 1,000 | 3.01% | 631,399 | Jun 30, 2024 |
BEACON POINTE ADVISORS, LLC | 0.84% | 0.01% | 59,616 | -6 | -0.01% | 1,099,021 | Jun 30, 2024 |
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 3.43% | 0.01% | 244,136 | 14,992 | 6.54% | 4,500,639 | Jun 30, 2024 |
OPPENHEIMER & CO INC | 0.27% | 0.01% | 19,374 | 1,472 | 8.22% | 357,160 | Jun 30, 2024 |
STIFEL FINANCIAL CORP | 2.63% | 0.00% | 186,706 | -10,626 | -5.38% | 3,441,969 | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | 1.14% | 0.00% | 81,069 | -198,245 | -70.98% | 1,494,516 | Jun 30, 2024 |
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.28% | 0.00% | 19,962 | 63 | 0.32% | 368,000 | Jun 30, 2024 |
UMB BANK, N.A. | 0.04% | 0.00% | 2,700 | - | - | 49,775 | Jun 30, 2024 |
SOUND INCOME STRATEGIES, LLC | 0.01% | 0.00% | 450 | - | - | 8,297 | Jun 30, 2024 |
ALLWORTH FINANCIAL LP | 0.00% | - | 200 | - | - | 3,868 | Jun 30, 2024 |
ROYAL BANK OF CANADA | 0.07% | - | 4,731 | - | - | 87,000 | Jun 30, 2024 |
MORGAN STANLEY | 0.15% | - | 10,566 | -534 | -4.81% | 194,801 | Jun 30, 2024 |
The largest ArrowMark Financial shareholder by % of total assets is GREENWICH INVESTMENT MANAGEMENT, INC.. The company owns 299.27K shares of ArrowMark Financial (BANX), representing 5.05% of its total assets.
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 3.43% | 0.01% | 244,136 | 14,992 | 6.54% | 4,500,639 | Jun 30, 2024 |
FALCON WEALTH PLANNING | 0.20% | 0.03% | 14,308 | 14,308 | 100.00% | 263,768 | Jun 30, 2024 |
OPPENHEIMER & CO INC | 0.27% | 0.01% | 19,374 | 1,472 | 8.22% | 357,160 | Jun 30, 2024 |
CAPITAL INVESTMENT ADVISORS, LLC | 0.48% | 0.01% | 34,250 | 1,000 | 3.01% | 631,399 | Jun 30, 2024 |
MAGNUS FINANCIAL GROUP LLC | 0.17% | 0.03% | 12,372 | 295 | 2.44% | 228,072 | Jun 30, 2024 |
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.28% | 0.00% | 19,962 | 63 | 0.32% | 368,000 | Jun 30, 2024 |
UBS GROUP AG | 0.01% | - | 550 | - | - | 10,139 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.06% | - | 4,550 | - | - | 83,879 | Jun 30, 2024 |
ROYAL BANK OF CANADA | 0.07% | - | 4,731 | - | - | 87,000 | Jun 30, 2024 |
ALLWORTH FINANCIAL LP | 0.00% | - | 200 | - | - | 3,868 | Jun 30, 2024 |
SOUND INCOME STRATEGIES, LLC | 0.01% | 0.00% | 450 | - | - | 8,297 | Jun 30, 2024 |
UMB BANK, N.A. | 0.04% | 0.00% | 2,700 | - | - | 49,775 | Jun 30, 2024 |
CALDWELL SUTTER CAPITAL, INC. | 0.02% | 0.02% | 1,741 | - | - | 32,095 | Jun 30, 2024 |
BARD ASSOCIATES INC | 0.60% | 0.30% | 42,610 | - | - | 785,516 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | 0.02% | - | 1,083 | -1 | -0.09% | 19,970 | Jun 30, 2024 |
BEACON POINTE ADVISORS, LLC | 0.84% | 0.01% | 59,616 | -6 | -0.01% | 1,099,021 | Jun 30, 2024 |
OXBOW ADVISORS, LLC | 0.15% | 0.02% | 10,990 | -230 | -2.05% | 202,601 | Jun 30, 2024 |
MORGAN STANLEY | 0.15% | - | 10,566 | -534 | -4.81% | 194,801 | Jun 30, 2024 |
STIFEL FINANCIAL CORP | 2.63% | 0.00% | 186,706 | -10,626 | -5.38% | 3,441,969 | Jun 30, 2024 |
GREENWICH INVESTMENT MANAGEMENT, INC. | 4.21% | 5.05% | 299,275 | -18,975 | -5.96% | 5,517,135 | Jun 30, 2024 |
As of Jun 30 2024, ArrowMark Financial's largest institutional buyer is RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.. The company purchased 14.99K stocks of BANX, valued at $4.50M.
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
ARROWMARK COLORADO HOLDINGS LLC | 3.39% | 0.05% | 240,868 | -205,809 | -46.08% | 4,444,015 | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | 1.14% | 0.00% | 81,069 | -198,245 | -70.98% | 1,494,516 | Jun 30, 2024 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 0.22% | 0.02% | 15,815 | -38,185 | -70.71% | 291,550 | Jun 30, 2024 |
GREENWICH INVESTMENT MANAGEMENT, INC. | 4.21% | 5.05% | 299,275 | -18,975 | -5.96% | 5,517,135 | Jun 30, 2024 |
STIFEL FINANCIAL CORP | 2.63% | 0.00% | 186,706 | -10,626 | -5.38% | 3,441,969 | Jun 30, 2024 |
MORGAN STANLEY | 0.15% | - | 10,566 | -534 | -4.81% | 194,801 | Jun 30, 2024 |
OXBOW ADVISORS, LLC | 0.15% | 0.02% | 10,990 | -230 | -2.05% | 202,601 | Jun 30, 2024 |
BEACON POINTE ADVISORS, LLC | 0.84% | 0.01% | 59,616 | -6 | -0.01% | 1,099,021 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | 0.02% | - | 1,083 | -1 | -0.09% | 19,970 | Jun 30, 2024 |
BARD ASSOCIATES INC | 0.60% | 0.30% | 42,610 | - | - | 785,516 | Jun 30, 2024 |
CALDWELL SUTTER CAPITAL, INC. | 0.02% | 0.02% | 1,741 | - | - | 32,095 | Jun 30, 2024 |
UMB BANK, N.A. | 0.04% | 0.00% | 2,700 | - | - | 49,775 | Jun 30, 2024 |
SOUND INCOME STRATEGIES, LLC | 0.01% | 0.00% | 450 | - | - | 8,297 | Jun 30, 2024 |
ALLWORTH FINANCIAL LP | 0.00% | - | 200 | - | - | 3,868 | Jun 30, 2024 |
ROYAL BANK OF CANADA | 0.07% | - | 4,731 | - | - | 87,000 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.06% | - | 4,550 | - | - | 83,879 | Jun 30, 2024 |
UBS GROUP AG | 0.01% | - | 550 | - | - | 10,139 | Jun 30, 2024 |
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.28% | 0.00% | 19,962 | 63 | 0.32% | 368,000 | Jun 30, 2024 |
MAGNUS FINANCIAL GROUP LLC | 0.17% | 0.03% | 12,372 | 295 | 2.44% | 228,072 | Jun 30, 2024 |
CAPITAL INVESTMENT ADVISORS, LLC | 0.48% | 0.01% | 34,250 | 1,000 | 3.01% | 631,399 | Jun 30, 2024 |
As of Jun 30 2024, ArrowMark Financial's biggest institutional seller is ARROWMARK COLORADO HOLDINGS LLC. The company sold -0.21M shares of BANX, valued at $4.44M.
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
FALCON WEALTH PLANNING | 0.20% | 0.03% | 14,308 | 14,308 | 100.00% | 263,768 | Jun 30, 2024 |
ArrowMark Financial's largest new institutional shareholder by number of shares is FALCON WEALTH PLANNING, purchased 14.31K shares, valued at $263.77K, as of undefined.
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|
ArrowMark Financial Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
DIREXION FUNDS | 0.02% | 22,300 | - | - | Feb 29, 2024 |
NORTHERN FUNDS | 0.00% | 3,007 | - | - | Mar 28, 2024 |
ArrowMark Financial's largest mutual fund holder by % of total assets is "DIREXION FUNDS", owning 22.30K shares, compromising 0.02% of its total assets.
ArrowMark Financial Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 26 | - |
31 Mar, 24 | 26 | -10.34% |
31 Dec, 23 | 29 | 11.54% |
30 Sep, 23 | 26 | - |
30 Jun, 23 | 26 | -16.13% |
31 Mar, 23 | 31 | - |
31 Dec, 22 | 31 | 3.33% |
30 Sep, 22 | 30 | 7.14% |
30 Jun, 22 | 28 | -6.67% |
31 Mar, 22 | 30 | -6.25% |
31 Dec, 21 | 32 | 6.67% |
30 Sep, 21 | 30 | -9.09% |
30 Jun, 21 | 33 | 6.45% |
31 Mar, 21 | 31 | -8.82% |
31 Dec, 20 | 34 | -8.11% |
30 Sep, 20 | 37 | - |
30 Jun, 20 | 37 | -2.63% |
31 Mar, 20 | 38 | -13.64% |
31 Dec, 19 | 44 | 18.92% |
30 Sep, 19 | 37 | 12.12% |
30 Jun, 19 | 33 | - |
31 Mar, 19 | 33 | - |
31 Dec, 18 | 33 | -5.71% |
30 Sep, 18 | 35 | 2.94% |
30 Jun, 18 | 34 | 9.68% |
31 Mar, 18 | 31 | -6.06% |
31 Dec, 17 | 33 | 22.22% |
30 Sep, 17 | 27 | - |
30 Jun, 17 | 27 | -3.57% |
31 Mar, 17 | 28 | - |
31 Dec, 16 | 28 | 21.74% |
30 Sep, 16 | 23 | 4.55% |
30 Jun, 16 | 22 | - |
31 Mar, 16 | 22 | 29.41% |
31 Dec, 15 | 17 | 6.25% |
30 Sep, 15 | 16 | -5.88% |
30 Jun, 15 | 17 | 6.25% |
31 Mar, 15 | 16 | -5.88% |
31 Dec, 14 | 17 | -5.56% |
30 Sep, 14 | 18 | 38.46% |
30 Jun, 14 | 13 | -7.14% |
31 Mar, 14 | 14 | 16.67% |
31 Dec, 13 | 12 | - |
As of 30 Jun 24, 26 institutions are holding ArrowMark Financial's shares, representing an increase of 0.00% compared to the previous quarter.
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 1,319,451 | -25.40% |
31 Mar, 24 | 1,768,744 | -0.84% |
31 Dec, 23 | 1,783,731 | -4.78% |
30 Sep, 23 | 1,873,264 | -4.00% |
30 Jun, 23 | 1,951,324 | 2.51% |
31 Mar, 23 | 1,903,476 | 2.78% |
31 Dec, 22 | 1,852,015 | 1.33% |
30 Sep, 22 | 1,827,709 | -4.67% |
30 Jun, 22 | 1,917,246 | 0.81% |
31 Mar, 22 | 1,901,765 | -2.99% |
31 Dec, 21 | 1,960,280 | 12.95% |
30 Sep, 21 | 1,735,488 | 26.49% |
30 Jun, 21 | 1,372,011 | 0.21% |
31 Mar, 21 | 1,369,069 | -12.62% |
31 Dec, 20 | 1,566,814 | -14.84% |
30 Sep, 20 | 1,839,955 | 3.61% |
30 Jun, 20 | 1,775,793 | 3.52% |
31 Mar, 20 | 1,715,371 | -2.40% |
31 Dec, 19 | 1,757,564 | -3.78% |
30 Sep, 19 | 1,826,596 | 3.87% |
30 Jun, 19 | 1,758,566 | 2.06% |
31 Mar, 19 | 1,723,001 | 4.25% |
31 Dec, 18 | 1,652,771 | -3.75% |
30 Sep, 18 | 1,717,184 | -1.94% |
30 Jun, 18 | 1,751,200 | -6.63% |
31 Mar, 18 | 1,875,592 | -8.64% |
31 Dec, 17 | 2,053,044 | -4.66% |
30 Sep, 17 | 2,153,391 | -4.30% |
30 Jun, 17 | 2,250,082 | -2.55% |
31 Mar, 17 | 2,309,069 | -0.72% |
31 Dec, 16 | 2,325,784 | 13.53% |
30 Sep, 16 | 2,048,526 | 7.93% |
30 Jun, 16 | 1,898,081 | 6.79% |
31 Mar, 16 | 1,777,362 | -1.21% |
31 Dec, 15 | 1,799,215 | 10.66% |
30 Sep, 15 | 1,625,933 | -2.81% |
30 Jun, 15 | 1,672,874 | 6.25% |
31 Mar, 15 | 1,574,439 | 12.17% |
31 Dec, 14 | 1,403,651 | 63.18% |
30 Sep, 14 | 860,204 | -1.17% |
30 Jun, 14 | 870,387 | 4.70% |
31 Mar, 14 | 831,287 | 42.03% |
31 Dec, 13 | 585,272 | - |
ArrowMark Financial (BANX) has 1.32M shares outstanding as of 30 Jun 24, down -25.40% compared to the previous quarter.
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 18.55% | 3.00% |
31 Mar, 24 | 24.87% | 4.00% |
31 Dec, 23 | 24.93% | 3.64% |
30 Sep, 23 | 26.18% | 3.52% |
30 Jun, 23 | 27.27% | 3.85% |
31 Mar, 23 | 26.60% | 3.97% |
31 Dec, 22 | 25.89% | 4.25% |
30 Sep, 22 | 24.68% | 3.97% |
30 Jun, 22 | 24.94% | 4.01% |
31 Mar, 22 | 24.94% | 3.14% |
31 Dec, 21 | 28.17% | 4.49% |
30 Sep, 21 | 25.04% | 5.86% |
30 Jun, 21 | 20.67% | 4.66% |
31 Mar, 21 | 21.06% | 3.73% |
31 Dec, 20 | 23.76% | 3.00% |
30 Sep, 20 | 28.14% | 3.85% |
30 Jun, 20 | 27.04% | 3.96% |
31 Mar, 20 | 26.14% | 3.64% |
31 Dec, 19 | 26.79% | 3.56% |
30 Sep, 19 | 27.43% | 3.81% |
30 Jun, 19 | 26.82% | 3.89% |
31 Mar, 19 | 26.26% | 4.41% |
31 Dec, 18 | 24.41% | 3.70% |
30 Sep, 18 | 25.68% | 3.74% |
30 Jun, 18 | 26.19% | 3.24% |
31 Mar, 18 | 28.42% | 2.88% |
31 Dec, 17 | 31.42% | 2.92% |
30 Sep, 17 | 32.81% | 2.81% |
30 Jun, 17 | 34.18% | 2.73% |
31 Mar, 17 | 35.40% | 2.79% |
31 Dec, 16 | 35.63% | 3.54% |
30 Sep, 16 | 31.74% | 3.77% |
30 Jun, 16 | 29.03% | 3.56% |
31 Mar, 16 | 28.57% | 3.74% |
31 Dec, 15 | 27.63% | 4.48% |
30 Sep, 15 | 24.83% | 3.80% |
30 Jun, 15 | 25.55% | 3.39% |
31 Mar, 15 | 27.44% | 4.59% |
31 Dec, 14 | 24.46% | 10.89% |
30 Sep, 14 | 14.99% | 6.52% |
30 Jun, 14 | 15.17% | 7.23% |
31 Mar, 14 | 14.49% | 13.93% |
31 Dec, 13 | 10.20% | - |
As of 30 Jun 24, ArrowMark Financial is held by 18.55% institutional shareholders, representing a 3.00% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 6 | -45.45% |
31 Mar, 24 | 11 | - |
31 Dec, 23 | 11 | 10.00% |
30 Sep, 23 | 10 | -41.18% |
30 Jun, 23 | 17 | 41.67% |
31 Mar, 23 | 12 | -25.00% |
31 Dec, 22 | 16 | 33.33% |
30 Sep, 22 | 12 | -20.00% |
30 Jun, 22 | 15 | 66.67% |
31 Mar, 22 | 9 | -10.00% |
31 Dec, 21 | 10 | 42.86% |
30 Sep, 21 | 7 | -58.82% |
30 Jun, 21 | 17 | 21.43% |
31 Mar, 21 | 14 | 7.69% |
31 Dec, 20 | 13 | 8.33% |
30 Sep, 20 | 12 | -20.00% |
30 Jun, 20 | 15 | -11.76% |
31 Mar, 20 | 17 | -19.05% |
31 Dec, 19 | 21 | 40.00% |
30 Sep, 19 | 15 | 36.36% |
30 Jun, 19 | 11 | -26.67% |
31 Mar, 19 | 15 | 7.14% |
31 Dec, 18 | 14 | -30.00% |
30 Sep, 18 | 20 | 17.65% |
30 Jun, 18 | 17 | - |
31 Mar, 18 | 17 | 6.25% |
31 Dec, 17 | 16 | 45.45% |
30 Sep, 17 | 11 | 10.00% |
30 Jun, 17 | 10 | -16.67% |
31 Mar, 17 | 12 | -25.00% |
31 Dec, 16 | 16 | 23.08% |
30 Sep, 16 | 13 | 8.33% |
30 Jun, 16 | 12 | 9.09% |
31 Mar, 16 | 11 | 120.00% |
31 Dec, 15 | 5 | - |
30 Sep, 15 | 5 | -44.44% |
30 Jun, 15 | 9 | -18.18% |
31 Mar, 15 | 11 | -21.43% |
31 Dec, 14 | 14 | 75.00% |
30 Sep, 14 | 8 | 14.29% |
30 Jun, 14 | 7 | 16.67% |
31 Mar, 14 | 6 | -50.00% |
31 Dec, 13 | 12 | - |
6 institutional shareholders have increased their position in BANX stock as of 30 Jun 24 compared to 11 in the previous quarter (a -45.45% decrease).
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 11 | 37.50% |
31 Mar, 24 | 8 | - |
31 Dec, 23 | 8 | - |
30 Sep, 23 | 8 | 166.67% |
30 Jun, 23 | 3 | -70.00% |
31 Mar, 23 | 10 | 66.67% |
31 Dec, 22 | 6 | -33.33% |
30 Sep, 22 | 9 | 350.00% |
30 Jun, 22 | 2 | -75.00% |
31 Mar, 22 | 8 | -27.27% |
31 Dec, 21 | 11 | 10.00% |
30 Sep, 21 | 10 | 42.86% |
30 Jun, 21 | 7 | -30.00% |
31 Mar, 21 | 10 | -23.08% |
31 Dec, 20 | 13 | 18.18% |
30 Sep, 20 | 11 | - |
30 Jun, 20 | 11 | -8.33% |
31 Mar, 20 | 12 | -14.29% |
31 Dec, 19 | 14 | - |
30 Sep, 19 | 14 | 16.67% |
30 Jun, 19 | 12 | - |
31 Mar, 19 | 12 | - |
31 Dec, 18 | 12 | 20.00% |
30 Sep, 18 | 10 | -16.67% |
30 Jun, 18 | 12 | 9.09% |
31 Mar, 18 | 11 | -15.38% |
31 Dec, 17 | 13 | -7.14% |
30 Sep, 17 | 14 | 16.67% |
30 Jun, 17 | 12 | 9.09% |
31 Mar, 17 | 11 | 57.14% |
31 Dec, 16 | 7 | 75.00% |
30 Sep, 16 | 4 | - |
30 Jun, 16 | 4 | -55.56% |
31 Mar, 16 | 9 | -10.00% |
31 Dec, 15 | 10 | 25.00% |
30 Sep, 15 | 8 | 33.33% |
30 Jun, 15 | 6 | 200.00% |
31 Mar, 15 | 2 | - |
31 Dec, 14 | - | -100.00% |
30 Sep, 14 | 5 | 25.00% |
30 Jun, 14 | 4 | - |
31 Mar, 14 | 4 | - |
31 Dec, 13 | - | - |
11 institutional shareholders have reduced their position in BANX stock as of 30 Jun 24 compared to 8 in the previous quarter (a 37.50% increase).
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 26 | - | 1,319,451 | -25.40% | 18.55% | 3.00% | 6 | -45.45% | 11 | 37.50% |
31 Mar, 24 | 26 | -10.34% | 1,768,744 | -0.84% | 24.87% | 4.00% | 11 | - | 8 | - |
31 Dec, 23 | 29 | 11.54% | 1,783,731 | -4.78% | 24.93% | 3.64% | 11 | 10.00% | 8 | - |
30 Sep, 23 | 26 | - | 1,873,264 | -4.00% | 26.18% | 3.52% | 10 | -41.18% | 8 | 166.67% |
30 Jun, 23 | 26 | -16.13% | 1,951,324 | 2.51% | 27.27% | 3.85% | 17 | 41.67% | 3 | -70.00% |
31 Mar, 23 | 31 | - | 1,903,476 | 2.78% | 26.60% | 3.97% | 12 | -25.00% | 10 | 66.67% |
31 Dec, 22 | 31 | 3.33% | 1,852,015 | 1.33% | 25.89% | 4.25% | 16 | 33.33% | 6 | -33.33% |
30 Sep, 22 | 30 | 7.14% | 1,827,709 | -4.67% | 24.68% | 3.97% | 12 | -20.00% | 9 | 350.00% |
30 Jun, 22 | 28 | -6.67% | 1,917,246 | 0.81% | 24.94% | 4.01% | 15 | 66.67% | 2 | -75.00% |
31 Mar, 22 | 30 | -6.25% | 1,901,765 | -2.99% | 24.94% | 3.14% | 9 | -10.00% | 8 | -27.27% |
31 Dec, 21 | 32 | 6.67% | 1,960,280 | 12.95% | 28.17% | 4.49% | 10 | 42.86% | 11 | 10.00% |
30 Sep, 21 | 30 | -9.09% | 1,735,488 | 26.49% | 25.04% | 5.86% | 7 | -58.82% | 10 | 42.86% |
30 Jun, 21 | 33 | 6.45% | 1,372,011 | 0.21% | 20.67% | 4.66% | 17 | 21.43% | 7 | -30.00% |
31 Mar, 21 | 31 | -8.82% | 1,369,069 | -12.62% | 21.06% | 3.73% | 14 | 7.69% | 10 | -23.08% |
31 Dec, 20 | 34 | -8.11% | 1,566,814 | -14.84% | 23.76% | 3.00% | 13 | 8.33% | 13 | 18.18% |
30 Sep, 20 | 37 | - | 1,839,955 | 3.61% | 28.14% | 3.85% | 12 | -20.00% | 11 | - |
30 Jun, 20 | 37 | -2.63% | 1,775,793 | 3.52% | 27.04% | 3.96% | 15 | -11.76% | 11 | -8.33% |
31 Mar, 20 | 38 | -13.64% | 1,715,371 | -2.40% | 26.14% | 3.64% | 17 | -19.05% | 12 | -14.29% |
31 Dec, 19 | 44 | 18.92% | 1,757,564 | -3.78% | 26.79% | 3.56% | 21 | 40.00% | 14 | - |
30 Sep, 19 | 37 | 12.12% | 1,826,596 | 3.87% | 27.43% | 3.81% | 15 | 36.36% | 14 | 16.67% |
30 Jun, 19 | 33 | - | 1,758,566 | 2.06% | 26.82% | 3.89% | 11 | -26.67% | 12 | - |
31 Mar, 19 | 33 | - | 1,723,001 | 4.25% | 26.26% | 4.41% | 15 | 7.14% | 12 | - |
31 Dec, 18 | 33 | -5.71% | 1,652,771 | -3.75% | 24.41% | 3.70% | 14 | -30.00% | 12 | 20.00% |
30 Sep, 18 | 35 | 2.94% | 1,717,184 | -1.94% | 25.68% | 3.74% | 20 | 17.65% | 10 | -16.67% |
30 Jun, 18 | 34 | 9.68% | 1,751,200 | -6.63% | 26.19% | 3.24% | 17 | - | 12 | 9.09% |
31 Mar, 18 | 31 | -6.06% | 1,875,592 | -8.64% | 28.42% | 2.88% | 17 | 6.25% | 11 | -15.38% |
31 Dec, 17 | 33 | 22.22% | 2,053,044 | -4.66% | 31.42% | 2.92% | 16 | 45.45% | 13 | -7.14% |
30 Sep, 17 | 27 | - | 2,153,391 | -4.30% | 32.81% | 2.81% | 11 | 10.00% | 14 | 16.67% |
30 Jun, 17 | 27 | -3.57% | 2,250,082 | -2.55% | 34.18% | 2.73% | 10 | -16.67% | 12 | 9.09% |
31 Mar, 17 | 28 | - | 2,309,069 | -0.72% | 35.40% | 2.79% | 12 | -25.00% | 11 | 57.14% |
31 Dec, 16 | 28 | 21.74% | 2,325,784 | 13.53% | 35.63% | 3.54% | 16 | 23.08% | 7 | 75.00% |
30 Sep, 16 | 23 | 4.55% | 2,048,526 | 7.93% | 31.74% | 3.77% | 13 | 8.33% | 4 | - |
30 Jun, 16 | 22 | - | 1,898,081 | 6.79% | 29.03% | 3.56% | 12 | 9.09% | 4 | -55.56% |
31 Mar, 16 | 22 | 29.41% | 1,777,362 | -1.21% | 28.57% | 3.74% | 11 | 120.00% | 9 | -10.00% |
31 Dec, 15 | 17 | 6.25% | 1,799,215 | 10.66% | 27.63% | 4.48% | 5 | - | 10 | 25.00% |
30 Sep, 15 | 16 | -5.88% | 1,625,933 | -2.81% | 24.83% | 3.80% | 5 | -44.44% | 8 | 33.33% |
30 Jun, 15 | 17 | 6.25% | 1,672,874 | 6.25% | 25.55% | 3.39% | 9 | -18.18% | 6 | 200.00% |
31 Mar, 15 | 16 | -5.88% | 1,574,439 | 12.17% | 27.44% | 4.59% | 11 | -21.43% | 2 | - |
31 Dec, 14 | 17 | -5.56% | 1,403,651 | 63.18% | 24.46% | 10.89% | 14 | 75.00% | - | -100.00% |
30 Sep, 14 | 18 | 38.46% | 860,204 | -1.17% | 14.99% | 6.52% | 8 | 14.29% | 5 | 25.00% |
30 Jun, 14 | 13 | -7.14% | 870,387 | 4.70% | 15.17% | 7.23% | 7 | 16.67% | 4 | - |
31 Mar, 14 | 14 | 16.67% | 831,287 | 42.03% | 14.49% | 13.93% | 6 | -50.00% | 4 | - |
31 Dec, 13 | 12 | - | 585,272 | - | 10.20% | - | 12 | - | - | - |
ArrowMark Financial Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of ArrowMark Financial's stock was made by Emrich John Scott on Aug 16 2022, selling 475 shares at $19.07 per share (valued at $9.06K). The last insider buy of BANX was made by FARRELL PATRICK JOSEPH on Jul 11 2024, buying 650 shares at $18.81 per share (worth $12.23K).
ArrowMark Financial Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | 1 | - | - |
Q1 2024 | 1 | - | - |
Q4 2023 | 1 | - | - |
Q2 2023 | 6 | - | - |
Q1 2023 | 3 | - | - |
Q4 2022 | 2 | - | - |
Q3 2022 | 3 | 1 | 300.00% |
Q2 2022 | 3 | 1 | 300.00% |
Q1 2022 | 2 | - | - |
Q4 2021 | 2 | - | - |
Q3 2021 | 4 | - | - |
Q2 2021 | 1 | - | - |
Q1 2021 | 4 | 1 | 400.00% |
Q1 2020 | 11 | - | - |
Q3 2017 | 1 | - | - |
Q1 2017 | 2 | - | - |
Q4 2016 | 3 | - | - |
Q2 2016 | 3 | - | - |
Q4 2015 | 1 | - | - |
Q3 2015 | 1 | - | - |
1 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by ArrowMark Financial's insiders, as of Q3 2024.
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | 1 | - | - |
Q1 2024 | 1 | - | - |
Q4 2023 | 1 | - | - |
Q2 2023 | 6 | - | - |
Q1 2023 | 3 | - | - |
Q4 2022 | 2 | - | - |
Q3 2022 | 3 | 1 | 300.00% |
Q2 2022 | 3 | - | - |
Q1 2022 | 2 | - | - |
Q4 2021 | 2 | - | - |
Q3 2021 | 4 | - | - |
Q2 2021 | 1 | - | - |
Q1 2021 | 4 | 1 | 400.00% |
Q1 2020 | 11 | - | - |
Q3 2017 | 1 | - | - |
Q1 2017 | 2 | - | - |
Q4 2016 | 3 | - | - |
Q2 2016 | 3 | - | - |
Q4 2015 | 1 | - | - |
Q3 2015 | 1 | - | - |
As of Q3 2024, Insider owners conducted 1 open market buy trades and 0 open market sell trades of ArrowMark Financial's stocks.
BANX Ownership FAQ
Who Owns ArrowMark Financial?
ArrowMark Financial is owned by institutional shareholders (18.55%), insiders (0.08%), and public (81.37%). The largest institutional shareholder of ArrowMark Financial is GREENWICH INVESTMENT MANAGEMENT, INC. (4.21% of total shares) and the top mutual fund owner is DIREXION FUNDS (0.02% of total shares).
Who are the major institutional shareholders of ArrowMark Financial?
ArrowMark Financial's major institutional shareholders are GREENWICH INVESTMENT MANAGEMENT, INC., RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC., ARROWMARK COLORADO HOLDINGS LLC, STIFEL FINANCIAL CORP, and ADVISOR GROUP HOLDINGS, INC.. The top five shareholders own together 14.79% of the company's share outstanding.
How many ArrowMark Financial shareholders are there?
As of Jun 2024, there are 26 institutional shareholders of ArrowMark Financial.
What percentage of ArrowMark Financial is owned by GREENWICH INVESTMENT MANAGEMENT, INC?
GREENWICH INVESTMENT MANAGEMENT, INC owns 299.28K shares of ArrowMark Financial, representing 4.21% of the company's total shares outstanding, valued at $5.52M (as of Jun 2024).
What percentage of ArrowMark Financial is owned by RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC?
As of Jun 2024, RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC holds 244.14K shares of ArrowMark Financial (BANX), compromising 3.43% of the company, valued at $4.5M.
What percentage of ArrowMark Financial is owned by ARROWMARK COLORADO HOLDINGS LLC?
ARROWMARK COLORADO HOLDINGS LLC is the third largest holder of ArrowMark Financial. The company owns 240.87K of the company's shares outstanding (worth $4.44M).