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 1.08% 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 | 86.48% | 14.02% | -0.50% |
| Industry | Regional Banks Stocks | 51.80% | 12.03% | 36.18% |
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 |
| Beese fulmer investment management | 15.35K | 0.12% | $115.13K |
| Cetera investment advisers | 15.00K | 0.12% | $100.95K |
| Alphaq advisors | 11.85K | 0.09% | $79.76K |
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 |
| Beese fulmer investment management | 15.35K | 0.01% | $115.13K |
| Renaissance | 37.25K | 0.00% | $250.70K |
| Alliancebernstein | 146.36K | 0.00% | $984.98K |
| Cetera investment advisers | 15.00K | 0.00% | $100.95K |
| Tower research capital llc (trc) | 1.82K | 0.00% | $12.25K |
| 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 | 141.31K | 1.08% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 36.49K | 0.28% | - |
| Fidelity Extended Market Index | 19.15K | 0.15% | -126.00 |
| iShares Micro-Cap ETF | 9.55K | 0.07% | - |
| Fidelity Nasdaq Composite Index | 8.81K | 0.07% | - |
| Fidelity Total Market Index | 8.14K | 0.06% | - |
| Spartan Total Market Index Pool E | 6.09K | 0.05% | - |
| Northern Trust Extended Eq Market Idx | 4.48K | 0.04% | - |
| NT Ext Equity Mkt Idx Fd - L | 4.48K | 0.03% | - |
| 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 | - |
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