Bogota Financial Ownership | Who Owns Bogota Financial?
Bogota Financial Ownership Summary
Bogota Financial is owned by 8.02% institutional investors, 68.41% insiders, and 23.57% retail investors. M3f is the largest institutional shareholder, holding 3.87% of BSBK shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.11% of its assets in Bogota Financial shares.
BSBK Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Bogota Financial | 8.02% | 68.41% | 23.57% |
| Sector | Financial Services Stocks | 49.98% | 13.96% | 36.06% |
| Industry | Regional Banks Stocks | 51.56% | 12.10% | 36.34% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| M3f | 497.39K | 3.87% | $3.35M |
| Vanguard group | 180.20K | 1.40% | $1.21M |
| Alliancebernstein | 146.36K | 1.14% | $984.98K |
| Geode capital management | 41.52K | 0.32% | $279.50K |
| Renaissance | 37.25K | 0.29% | $250.70K |
| Bank of america corp /de/ | 31.19K | 0.24% | $209.93K |
| Northern trust | 16.30K | 0.13% | $109.69K |
| Cetera investment advisers | 15.00K | 0.12% | $100.95K |
| Alphaq advisors | 11.85K | 0.09% | $79.76K |
| Blackrock | 10.68K | 0.08% | $71.90K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| M3f | 497.39K | 1.24% | $3.35M |
| Alphaq advisors | 11.85K | 0.23% | $79.76K |
| Renaissance | 37.25K | 0.00% | $250.70K |
| Alliancebernstein | 146.36K | 0.00% | $984.98K |
| Tower research capital llc (trc) | 1.82K | 0.00% | $12.25K |
| Cetera investment advisers | 15.00K | 0.00% | $100.95K |
| Jpmorgan chase | 11.00 | - | $74.00 |
| Ubs group | 2.82K | - | $18.97K |
| Wells fargo & company/mn | - | - | - |
| Royal bank of canada | 107.00 | - | $1.00K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Geode capital management | 41.52K | - | 2.31K |
| Vanguard group | 180.20K | - | 1.17K |
| Tower research capital llc (trc) | 1.82K | 0.00% | 40.00 |
| Bank of america corp /de/ | 31.19K | - | 35.00 |
| M3f | 497.39K | 1.24% | - |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Susquehanna group, llp | - | - | -14.83K |
| Alliancebernstein | 146.36K | 0.00% | -10.78K |
| Renaissance | 37.25K | 0.00% | -5.05K |
| Ubs group | 2.82K | - | -1.49K |
| Northern trust | 16.30K | - | -924.00 |
Sold Out
| Holder | Change |
|---|---|
| Qube research | -2.00 |
| Wells fargo & company/mn | -33.00 |
| Susquehanna group, llp | -14.83K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 16 | -5.88% | 1,018,891 | 0.68% | 8 | 12.84% | 5 | 25.00% | 7 | - |
| Jun 30, 2024 | 16 | -20.00% | 995,467 | -6.13% | 7 | 11.45% | 4 | -33.33% | 6 | -14.29% |
| Mar 31, 2024 | 20 | 11.11% | 1,060,451 | 1.19% | 8 | 12.21% | 6 | -33.33% | 7 | 40.00% |
| Dec 31, 2023 | 18 | - | 1,047,949 | -0.22% | 8 | 12.73% | 9 | - | 5 | 25.00% |
| Sep 30, 2023 | 18 | 5.88% | 1,050,240 | -16.17% | 8 | 8.66% | 9 | 50.00% | 4 | -42.86% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 141.41K | 1.11% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 36.49K | 0.29% | - |
| Fidelity Extended Market Index | 19.71K | 0.15% | -380.00 |
| iShares Micro-Cap ETF | 9.42K | 0.07% | - |
| Fidelity Nasdaq Composite Index | 8.81K | 0.07% | - |
| Fidelity Total Market Index | 8.17K | 0.06% | 7.68K |
| Spartan Total Market Index Pool E | 6.07K | 0.05% | - |
| NT Ext Equity Mkt Idx Fd - L | 4.48K | 0.04% | - |
| Northern Trust Extended Eq Market Idx | 4.48K | 0.04% | - |
| Fidelity Series Total Market Index | 4.29K | 0.03% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 02, 2024 | Masterson John J. | - | Buy | $18.23K |
| Aug 05, 2024 | Masterson John J. | - | Buy | $12.78K |
| Jun 07, 2024 | Pace Kevin | President and CEO | Buy | $332.50 |
| Jun 05, 2024 | Pace Kevin | President and CEO | Buy | $80.64 |
| Jun 07, 2024 | Pace Kevin | President and CEO | Buy | $337.50 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | 2 | - |
| 2024 Q2 | 6 | - |
| 2024 Q1 | 18 | - |
| 2023 Q4 | 5 | - |
| 2023 Q3 | 14 | - |
BSBK Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools