ArrowMark Financial Ownership | Who Owns ArrowMark Financial?

ArrowMark Financial Ownership Summary

ArrowMark Financial is owned by 12.94% institutional investors, 0.08% insiders, and 86.98% retail investors. Greenwich investment management is the largest institutional shareholder, holding 4.21% of BANX shares.

BANX Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	ArrowMark Financial	12.94%	0.08%	86.98%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Asset Management Stocks	41.71%	9.02%	49.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Greenwich investment management	299.27K	4.21%	$5.52M
Raymond james financial services advisors	244.14K	3.43%	$4.50M
Arrowmark colorado	240.87K	3.39%	$4.44M
Stifel financial	186.71K	2.63%	$3.44M
Advisor group	81.07K	1.14%	$1.49M
Beacon pointe advisors	59.62K	0.84%	$1.10M
Bard associates	42.61K	0.60%	$785.52K
Capital investment advisors	34.25K	0.48%	$631.40K
Cambridge investment research advisors	19.96K	0.28%	$368.00K
Oppenheimer	19.37K	0.27%	$357.16K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Greenwich investment management	299.27K	5.05%	$5.52M
Bard associates	42.61K	0.30%	$785.52K
Arrowmark colorado	240.87K	0.05%	$4.44M
Falcon wealth planning	14.31K	0.03%	$263.77K
Oxbow advisors	10.99K	0.02%	$202.60K
Caldwell sutter capital	1.74K	0.02%	$32.09K
Capital investment advisors	34.25K	0.01%	$631.40K
Beacon pointe advisors	59.62K	0.01%	$1.10M
Raymond james financial services advisors	244.14K	0.01%	$4.50M
Oppenheimer	19.37K	0.01%	$357.16K

Top Buyers

Holder	Shares	% Assets	Change
Raymond james financial services advisors	244.14K	0.01%	14.99K
Falcon wealth planning	14.31K	0.03%	14.31K
Oppenheimer	19.37K	0.01%	1.47K
Capital investment advisors	34.25K	0.01%	1.00K
Citadel advisors	200.00	-	200.00

Top Sellers

Holder	Shares	% Assets	Change
Arrowmark colorado	240.87K	0.05%	-205.81K
Advisor group	81.07K	0.00%	-198.25K
Greenwich investment management	299.27K	5.05%	-18.98K
Punch & associates investment management	-	-	-15.81K
Magnus financial group	-	-	-12.37K

New Positions

Holder	Shares	% Assets	Change	Value
Falcon wealth planning	14.31K	0.03%	14.31K	$263.77K
Citadel advisors	200.00	-	200.00	$3.69K

Sold Out

Holder	Change
Magnus financial group	-12.37K
Punch & associates investment management	-15.81K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	28	3.70%	920,146	-30.30%	12	3.75%	10	66.67%	8	-27.27%
Jun 30, 2024	27	3.85%	1,320,201	-25.36%	18	3.00%	6	-45.45%	11	37.50%
Mar 31, 2024	26	-10.34%	1,768,744	-0.84%	24	4.00%	11	-	8	-
Dec 31, 2023	29	11.54%	1,783,731	-4.78%	24	3.64%	11	10.00%	8	-
Sep 30, 2023	26	-	1,873,264	-4.00%	26	3.52%	10	-41.18%	8	166.67%

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jul 11, 2024	FARRELL PATRICK JOSEPH	Chief Financial Officer	Buy	$12.23K
Feb 26, 2024	Staggs Dana	President	Buy	$1.85K
Oct 06, 2023	Emrich John Scott	-	Buy	$130.03K
May 05, 2023	Arnold Guy M	-	Buy	$44.97K
May 04, 2023	Bhonsle Sanjai	CEO	Buy	$28.56K

Insider Transactions Trends

Date	Buy	Sell
2024 Q3	1	-
2024 Q1	1	-
2023 Q4	1	-
2023 Q2	6	-
2023 Q1	3	-

BANX Ownership FAQ

Who Owns ArrowMark Financial?

ArrowMark Financial shareholders are primarily institutional investors at 12.94%, followed by 0.08% insiders and 86.98% retail investors. The average institutional ownership in ArrowMark Financial's industry, Asset Management Stocks, is 41.71%, which ArrowMark Financial falls below.

Who owns the most shares of ArrowMark Financial?

ArrowMark Financial’s largest shareholders are Greenwich investment management (299.28K shares, 4.21%), Raymond james financial services advisors (244.14K shares, 3.43%), and Arrowmark colorado (240.87K shares, 3.39%). Together, they hold 11.03% of ArrowMark Financial’s total shares outstanding.

Does Blackrock own ArrowMark Financial?

BlackRock is not among the top 10 institutional shareholders of ArrowMark Financial.

Who is ArrowMark Financial’s biggest shareholder by percentage of total assets invested?

Greenwich investment management is ArrowMark Financial’s biggest shareholder by percentage of total assets invested, with 5.05% of its assets in 299.28K ArrowMark Financial shares, valued at 5.52M$.

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