ArrowMark Financial Ownership | Who Owns ArrowMark Financial?
ArrowMark Financial Ownership Summary
ArrowMark Financial is owned by 13.10% institutional investors, 2.73% insiders, and 84.17% 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 | 13.10% | 2.73% | 84.17% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Asset Management Stocks | 33.12% | 8.74% | 58.14% |
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 | 196.15K | 2.76% | $4.10M |
| Raymond james financial | 188.57K | 2.65% | $3.96M |
| Stifel financial | 167.71K | 2.36% | $3.52M |
| Advisor group | 80.07K | 1.13% | $1.68M |
| Round rock advisors | 42.70K | 0.60% | $895.93K |
| Bard associates | 41.81K | 0.59% | $904.09K |
| Capital investment advisors | 30.75K | 0.43% | $645.11K |
| Oppenheimer | 23.93K | 0.34% | $502.08K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Greenwich investment management | 299.27K | 5.05% | $5.52M |
| Bard associates | 41.81K | 0.31% | $904.09K |
| Round rock advisors | 42.70K | 0.18% | $895.93K |
| Catalina capital group | 10.32K | 0.07% | $216.62K |
| Arrowmark colorado | 196.15K | 0.06% | $4.10M |
| Falcon wealth planning | 18.86K | 0.04% | $395.76K |
| Oxbow advisors | 10.99K | 0.03% | $230.59K |
| Caldwell sutter capital | 1.49K | 0.01% | $31.33K |
| Capital investment advisors | 30.75K | 0.01% | $645.11K |
| Oppenheimer | 23.93K | 0.01% | $502.08K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Raymond james financial | 188.57K | 0.00% | 188.57K |
| Round rock advisors | 42.70K | 0.18% | 42.70K |
| Raymond james financial services advisors | 244.14K | 0.01% | 14.99K |
| Millennium management | 10.54K | 0.00% | 10.54K |
| Stifel financial | 167.71K | 0.00% | 6.68K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Beacon pointe advisors | - | - | -57.01K |
| Greenwich investment management | 299.27K | 5.05% | -18.98K |
| Punch & associates investment management | - | - | -15.81K |
| Magnus financial group | - | - | -12.37K |
| Capital investment advisors | 30.75K | 0.01% | -5.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Raymond james financial | 188.57K | 0.00% | 188.57K | $3.96M |
| Round rock advisors | 42.70K | 0.18% | 42.70K | $895.93K |
| Millennium management | 10.54K | 0.00% | 10.54K | $220.12K |
| Mai capital management | 5.25K | 0.00% | 5.25K | $110.16K |
| Trust co of vermont | 2.75K | 0.00% | 2.75K | $57.70K |
Sold Out
| Holder | Change |
|---|---|
| Tower research capital llc (trc) | -130.00 |
| Ridgewood investments | -800.00 |
| Ubs group | -1.34K |
| 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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 32 | 10.34% | 931,809 | 1.21% | 13 | 7.82% | 14 | 27.27% | 7 | -12.50% |
| 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 | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 09, 2025 | Staggs Dana | President | Buy | $2.74K |
| Mar 31, 2025 | Emrich John Scott | - | Sell | $21.01K |
| Mar 14, 2025 | FARRELL PATRICK JOSEPH | Chief Financial Officer | Buy | $24.20K |
| Mar 07, 2025 | FARRELL PATRICK JOSEPH | Chief Financial Officer | Buy | $21.20K |
| Feb 19, 2025 | Emrich John Scott | - | Sell | $10.60K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | 1 | - |
| 2025 Q1 | 2 | 3 |
| 2024 Q3 | 1 | - |
| 2024 Q1 | 1 | - |
| 2023 Q4 | 1 | - |
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