Bank7 Ownership 2024 | Who Owns Bank7 Now?
Institutional Ownership
594.98%
Insider Ownership
56.58%
Retail Ownership
-551.56%
Institutional Holders
86.00
Bank7 Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 543.67% | 1.34% | 50,291,492 | 1,900,726 | 3.93% | 3,857,357,431 | Jun 30, 2024 |
| LPL FINANCIAL LLC | 64.05% | 0.23% | 5,924,618 | 24,559 | 0.42% | 454,418,180 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 27.37% | 0.04% | 2,523,644 | 30,418 | 1.22% | 193,563,498 | Jun 30, 2024 |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 15.10% | 0.15% | 1,392,004 | -11,967 | -0.85% | 106,766,712 | Jun 30, 2024 |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 14.69% | 0.38% | 1,354,512 | -136,646 | -9.16% | 103,891,000 | Jun 30, 2024 |
| RAYMOND JAMES & ASSOCIATES | 13.27% | 0.06% | 1,223,364 | 858 | 0.07% | 93,832,038 | Jun 30, 2024 |
| JANNEY MONTGOMERY SCOTT LLC | 9.38% | 0.20% | 864,569 | 19,577 | 2.32% | 66,312,000 | Jun 30, 2024 |
| D.A. DAVIDSON & CO. | 8.86% | 0.56% | 817,214 | 18,880 | 2.36% | 62,680,376,000 | Jun 30, 2024 |
| FIFTH THIRD BANCORP | 8.57% | 0.23% | 790,355 | 527,166 | 200.30% | 60,620,229 | Jun 30, 2024 |
| US BANCORP \DE\ | 8.53% | 0.08% | 786,140 | -56,970 | -6.76% | 60,296,963 | Jun 30, 2024 |
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | 8.15% | 0.86% | 754,050 | -109,259 | -12.66% | 57,835,656 | Jun 30, 2024 |
| RS CRUM INC. | 7.91% | 14.71% | 731,640 | -25,570 | -3.38% | 56,116,775 | Jun 30, 2024 |
| BANC FUNDS CO LLC | 3.63% | 1.25% | 335,600 | -7,000 | -2.04% | 10,504,280 | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3.27% | 0.01% | 302,174 | -3,315 | -1.09% | 9,458,046 | Jun 30, 2024 |
| BLACKROCK INC. | 2.71% | 0.00% | 250,847 | 31,068 | 14.14% | 7,851,510 | Jun 30, 2024 |
| VANGUARD GROUP INC | 2.46% | 0.00% | 228,001 | 6,233 | 2.81% | 7,136,431 | Jun 30, 2024 |
| PNC FINANCIAL SERVICES GROUP, INC. | 2.37% | 0.01% | 218,861 | -371,735 | -62.94% | 16,786,673 | Jun 30, 2024 |
| FORTIS ADVISORS, LLC | 1.75% | 8.24% | 161,608 | -5,471 | -3.27% | 12,395,346 | Jun 30, 2024 |
| WEALTHSPIRE ADVISORS, LLC | 1.43% | 0.13% | 131,868 | 18,592 | 16.41% | 10,114,295 | Jun 30, 2024 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 1.31% | 0.77% | 121,166 | 2,990 | 2.53% | 9,293,444 | Jun 30, 2024 |
Bank7's largest institutional shareholder is ENVESTNET ASSET MANAGEMENT INC, holding 543.67% of the company's total share outstanding, currently valued at $3.86B. The top 10 institutional shareholders own together 713.49% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| RS CRUM INC. | 7.91% | 14.71% | 731,640 | -25,570 | -3.38% | 56,116,775 | Jun 30, 2024 |
| FORTIS ADVISORS, LLC | 1.75% | 8.24% | 161,608 | -5,471 | -3.27% | 12,395,346 | Jun 30, 2024 |
| AUA CAPITAL MANAGEMENT, LLC | 0.37% | 1.59% | 34,494 | 76 | 0.22% | 2,645,725 | Jun 30, 2024 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 0.39% | 1.46% | 36,211 | -1,041 | -2.79% | 2,777,397 | Jun 30, 2024 |
| ENVESTNET ASSET MANAGEMENT INC | 543.67% | 1.34% | 50,291,492 | 1,900,726 | 3.93% | 3,857,357,431 | Jun 30, 2024 |
| BANC FUNDS CO LLC | 3.63% | 1.25% | 335,600 | -7,000 | -2.04% | 10,504,280 | Jun 30, 2024 |
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | 8.15% | 0.86% | 754,050 | -109,259 | -12.66% | 57,835,656 | Jun 30, 2024 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 1.31% | 0.77% | 121,166 | 2,990 | 2.53% | 9,293,444 | Jun 30, 2024 |
| PROSPERITY CONSULTING GROUP, LLC | 0.65% | 0.62% | 59,908 | -1,075 | -1.76% | 4,594,939 | Jun 30, 2024 |
| D.A. DAVIDSON & CO. | 8.86% | 0.56% | 817,214 | 18,880 | 2.36% | 62,680,376,000 | Jun 30, 2024 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 1.24% | 0.55% | 113,904 | 5,506 | 5.08% | 8,736,465 | Jun 30, 2024 |
| FIDUCIARY GROUP LLC | 0.62% | 0.47% | 57,156 | -20,630 | -26.52% | 4,383,865 | Jun 30, 2024 |
| WEALTH ARCHITECTS, LLC | 0.51% | 0.44% | 46,973 | 1,680 | 3.71% | 3,602,820 | Jun 30, 2024 |
| MAINSAIL ASSET MANAGEMENT, LLC | 0.08% | 0.43% | 6,995 | 44 | 0.63% | 536,517 | Jun 30, 2024 |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 14.69% | 0.38% | 1,354,512 | -136,646 | -9.16% | 103,891,000 | Jun 30, 2024 |
| ESTATE COUNSELORS, LLC | 0.33% | 0.26% | 30,610 | -12,790 | -29.47% | 2,347,787 | Jun 30, 2024 |
| BREAKWATER INVESTMENT MANAGEMENT | 0.07% | 0.23% | 6,825 | 282 | 4.31% | 523,478 | Jun 30, 2024 |
| FIFTH THIRD BANCORP | 8.57% | 0.23% | 790,355 | 527,166 | 200.30% | 60,620,229 | Jun 30, 2024 |
| LPL FINANCIAL LLC | 64.05% | 0.23% | 5,924,618 | 24,559 | 0.42% | 454,418,180 | Jun 30, 2024 |
| IFP ADVISORS, INC | 0.77% | 0.22% | 71,213 | 4,348 | 6.50% | 5,462,126 | Jun 30, 2024 |
The largest Bank7 shareholder by % of total assets is RS CRUM INC.. The company owns 731.64K shares of Bank7 (BSVN), representing 14.71% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 543.67% | 1.34% | 50,291,492 | 1,900,726 | 3.93% | 3,857,357,431 | Jun 30, 2024 |
| FIFTH THIRD BANCORP | 8.57% | 0.23% | 790,355 | 527,166 | 200.30% | 60,620,229 | Jun 30, 2024 |
| BLACKROCK INC. | 2.71% | 0.00% | 250,847 | 31,068 | 14.14% | 7,851,510 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 27.37% | 0.04% | 2,523,644 | 30,418 | 1.22% | 193,563,498 | Jun 30, 2024 |
| INSPIRE INVESTING, LLC | 0.29% | 0.10% | 26,546 | 26,546 | 100.00% | 830,890 | Jun 30, 2024 |
| LPL FINANCIAL LLC | 64.05% | 0.23% | 5,924,618 | 24,559 | 0.42% | 454,418,180 | Jun 30, 2024 |
| JANNEY MONTGOMERY SCOTT LLC | 9.38% | 0.20% | 864,569 | 19,577 | 2.32% | 66,312,000 | Jun 30, 2024 |
| D.A. DAVIDSON & CO. | 8.86% | 0.56% | 817,214 | 18,880 | 2.36% | 62,680,376,000 | Jun 30, 2024 |
| WEALTHSPIRE ADVISORS, LLC | 1.43% | 0.13% | 131,868 | 18,592 | 16.41% | 10,114,295 | Jun 30, 2024 |
| NISA INVESTMENT ADVISORS, LLC | 0.20% | 0.01% | 18,520 | 18,520 | 100.00% | 1,420,484 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.02% | 0.00% | 94,688 | 8,973 | 10.47% | 2,964,068 | Jun 30, 2024 |
| CORTON CAPITAL INC. | 0.09% | 0.14% | 8,644 | 8,644 | 100.00% | 270,557 | Jun 30, 2024 |
| J.W. COLE ADVISORS, INC. | 0.54% | 0.18% | 49,524 | 6,533 | 15.20% | 3,798,467 | Jun 30, 2024 |
| OPPENHEIMER ASSET MANAGEMENT INC. | 0.48% | 0.04% | 44,329 | 6,427 | 16.96% | 3,400,034 | Jun 30, 2024 |
| VANGUARD GROUP INC | 2.46% | 0.00% | 228,001 | 6,233 | 2.81% | 7,136,431 | Jun 30, 2024 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 1.24% | 0.55% | 113,904 | 5,506 | 5.08% | 8,736,465 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | 0.05% | 0.00% | 4,832 | 4,832 | 100.00% | 151,242 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.14% | 0.03% | 12,486 | 4,786 | 62.16% | 391,000 | Jun 30, 2024 |
| IFP ADVISORS, INC | 0.77% | 0.22% | 71,213 | 4,348 | 6.50% | 5,462,126 | Jun 30, 2024 |
| OPPENHEIMER & CO INC | 1.20% | 0.14% | 110,989 | 4,013 | 3.75% | 8,512,856 | Jun 30, 2024 |
As of Jun 30 2024, Bank7's largest institutional buyer is ENVESTNET ASSET MANAGEMENT INC. The company purchased 1.90M stocks of BSVN, valued at $3.86B.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PNC FINANCIAL SERVICES GROUP, INC. | 2.37% | 0.01% | 218,861 | -371,735 | -62.94% | 16,786,673 | Jun 30, 2024 |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 14.69% | 0.38% | 1,354,512 | -136,646 | -9.16% | 103,891,000 | Jun 30, 2024 |
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | 8.15% | 0.86% | 754,050 | -109,259 | -12.66% | 57,835,656 | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 0.68% | 0.00% | 62,545 | -85,904 | -57.87% | 4,797,202 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 0.50% | 0.00% | 46,339 | -76,478 | -62.27% | 1,450,411 | Jun 30, 2024 |
| US BANCORP \DE\ | 8.53% | 0.08% | 786,140 | -56,970 | -6.76% | 60,296,963 | Jun 30, 2024 |
| MACQUARIE GROUP LTD | 1.27% | 0.01% | 117,355 | -37,515 | -24.22% | 9,001,129 | Jun 30, 2024 |
| RS CRUM INC. | 7.91% | 14.71% | 731,640 | -25,570 | -3.38% | 56,116,775 | Jun 30, 2024 |
| FIDUCIARY GROUP LLC | 0.62% | 0.47% | 57,156 | -20,630 | -26.52% | 4,383,865 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.13% | 0.00% | 11,651 | -13,534 | -53.74% | 365,000 | Jun 30, 2024 |
| ICA GROUP WEALTH MANAGEMENT, LLC | 0.04% | 0.16% | 3,558 | -13,520 | -79.17% | 272,912 | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | - | - | - | -12,876 | -100.00% | - | Jun 30, 2024 |
| ESTATE COUNSELORS, LLC | 0.33% | 0.26% | 30,610 | -12,790 | -29.47% | 2,347,787 | Jun 30, 2024 |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 15.10% | 0.15% | 1,392,004 | -11,967 | -0.85% | 106,766,712 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -11,164 | -100.00% | - | Jun 30, 2024 |
| DENALI ADVISORS LLC | - | - | - | -9,300 | -100.00% | - | Jun 30, 2024 |
| BANC FUNDS CO LLC | 3.63% | 1.25% | 335,600 | -7,000 | -2.04% | 10,504,280 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.19% | 0.00% | 17,422 | -6,930 | -28.46% | 545,311 | Jun 30, 2024 |
| FORTIS ADVISORS, LLC | 1.75% | 8.24% | 161,608 | -5,471 | -3.27% | 12,395,346 | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3.27% | 0.01% | 302,174 | -3,315 | -1.09% | 9,458,046 | Jun 30, 2024 |
As of Jun 30 2024, Bank7's biggest institutional seller is PNC FINANCIAL SERVICES GROUP, INC.. The company sold -0.37M shares of BSVN, valued at $16.79M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| INSPIRE INVESTING, LLC | 0.29% | 0.10% | 26,546 | 26,546 | 100.00% | 830,890 | Jun 30, 2024 |
| NISA INVESTMENT ADVISORS, LLC | 0.20% | 0.01% | 18,520 | 18,520 | 100.00% | 1,420,484 | Jun 30, 2024 |
| CORTON CAPITAL INC. | 0.09% | 0.14% | 8,644 | 8,644 | 100.00% | 270,557 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | 0.05% | 0.00% | 4,832 | 4,832 | 100.00% | 151,242 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.02% | 0.00% | 2,139 | 2,139 | 100.00% | 66,951 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.02% | 0.00% | 1,627 | 1,627 | 100.00% | 50,925 | Jun 30, 2024 |
| PICTON MAHONEY ASSET MANAGEMENT | 0.00% | 0.00% | 318 | 318 | 100.00% | 10,000 | Jun 30, 2024 |
| GHP INVESTMENT ADVISORS, INC. | 0.00% | 0.00% | 22 | 22 | 100.00% | 1,688 | Jun 30, 2024 |
Bank7's largest new institutional shareholder by number of shares is INSPIRE INVESTING, LLC, purchased 26.55K shares, valued at $830.89K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| QUADRATURE CAPITAL LTD | - | - | - | -12,876 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -11,164 | -100.00% | - | Jun 30, 2024 |
| DENALI ADVISORS LLC | - | - | - | -9,300 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -1,840 | -100.00% | - | Jun 30, 2024 |
| COPELAND CAPITAL MANAGEMENT, LLC | - | - | - | -1,237 | -100.00% | - | Jun 30, 2024 |
Bank7's largest sold out institutional shareholder by shares sold is QUADRATURE CAPITAL LTD, sold -12.88K shares, valued at -, as of undefined.
Bank7 Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| RMB INVESTORS TRUST | 0.46% | 239,035 | - | - | Dec 31, 2023 |
| JOHN HANCOCK INVESTMENT TRUST II | 0.37% | 156,658 | -752 | -0.48% | Jan 31, 2024 |
| AFA Multi-Manager Credit Fund | 0.10% | 20,000 | - | - | Jan 31, 2024 |
| JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | 0.09% | 116,363 | - | - | Mar 31, 2024 |
| Collaborative Investment Series Trust | 0.07% | 10,619 | - | - | Mar 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.03% | 77,054 | -1,356 | -1.73% | Mar 28, 2024 |
| DIREXION FUNDS | 0.03% | 43,880 | - | - | Feb 29, 2024 |
| Meeder Funds | 0.03% | 123,505 | - | - | Mar 31, 2024 |
| Cambria ETF Trust | 0.02% | 161,480 | - | - | Jan 31, 2024 |
| TETON WESTWOOD FUNDS | 0.02% | 11,300 | -2,500 | -18.12% | Dec 29, 2023 |
| Tactical Investment Series Trust | 0.01% | 2,550 | - | - | Mar 31, 2024 |
| Vericimetry Funds | 0.01% | 770 | - | - | Mar 31, 2024 |
| Cohen & Steers Low Duration Preferred & Income Fund, Inc. | 0.01% | 125,000 | - | - | Jan 31, 2024 |
| AMG FUNDS III | 0.01% | 35,400 | - | - | Mar 28, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 937 | 937 | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.00% | 1,874 | - | - | Mar 31, 2024 |
| Northern Lights Fund Trust | 0.00% | 239,856 | - | - | Jan 31, 2024 |
| Amplify ETF Trust | 0.00% | 62,175 | - | - | Mar 31, 2024 |
| Advisors Preferred Trust | 0.00% | 12,040 | - | - | Mar 31, 2024 |
| FIDELITY PURITAN TRUST | 0.00% | 74,400 | - | - | Jan 31, 2024 |
| Cohen & Steers Real Assets Fund, Inc. | 0.00% | 4,543 | - | - | Dec 31, 2023 |
| AB CAP FUND, INC. | 0.00% | 37,436 | - | - | Jan 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 6,514 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 616 | - | - | Mar 31, 2024 |
| NORTHERN LIGHTS FUND TRUST III | 0.00% | 11,200 | - | - | Jan 31, 2024 |
| FINANCIAL INVESTORS TRUST | 0.00% | 69,557 | - | - | Jan 31, 2024 |
| NORTHERN LIGHTS FUND TRUST II | 0.00% | 8,940 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 6,873 | - | - | Mar 31, 2024 |
| MML Series Investment Fund II | 0.00% | 93,000 | - | - | Dec 31, 2023 |
| VANGUARD INDEX FUNDS | 0.00% | 197,240 | -48,009 | -19.58% | Mar 31, 2024 |
| Managed Portfolio Series | 0.00% | 9,000 | - | - | Jan 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 10,592 | - | - | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 38,395 | 3,714 | 10.71% | Feb 29, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 487 | - | - | Mar 31, 2024 |
| GPS Funds I | 0.00% | 832 | - | - | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 308 | - | - | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 2,764 | - | - | Mar 31, 2024 |
| Investment Managers Series Trust | 0.00% | 120,800 | - | - | Mar 31, 2024 |
| Angel Oak Funds Trust | 0.00% | 7,000 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 8,876 | - | - | Feb 29, 2024 |
| NORTHERN FUNDS | 0.00% | 10,143 | -159 | -1.54% | Mar 28, 2024 |
| Global X Funds | 0.00% | 2,579 | - | - | Jan 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 56,504 | 7,128 | 14.44% | Jan 31, 2024 |
| RBC FUNDS TRUST | 0.00% | 6,000 | - | - | Mar 28, 2024 |
| SunAmerica Specialty Series | 0.00% | 23 | - | - | Apr 30, 2021 |
| ALLSPRING MASTER TRUST | 0.00% | 2,270 | - | - | Feb 29, 2024 |
| RUSSELL INVESTMENT CO | 0.00% | 9,950 | - | - | Jan 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 130 | - | - | Mar 31, 2024 |
| RBB FUND, INC. | 0.00% | 2,381 | 500 | 26.58% | Feb 29, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 5,477 | 256 | 4.90% | Feb 29, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 1,100 | - | - | Mar 31, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.00% | 1,900 | - | - | Mar 31, 2024 |
| Dimensional ETF Trust | 0.00% | 5,679 | - | - | Jan 31, 2024 |
| WisdomTree Trust | 0.00% | 27,272 | 327 | 1.21% | Mar 31, 2024 |
| Two Roads Shared Trust | 0.00% | 498 | - | - | Jan 31, 2024 |
| PGIM ETF TRUST | 0.00% | 731 | - | - | Feb 29, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 247 | 62 | 33.51% | Mar 31, 2024 |
| Fidelity Rutland Square Trust II | 0.00% | 10,000 | - | - | Feb 29, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 34 | - | - | Dec 31, 2023 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 16,195 | 1,756 | 12.16% | Feb 29, 2024 |
| iSHARES TRUST | 0.00% | 131,165 | -9,497 | -6.75% | Mar 31, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 200 | - | - | Mar 28, 2024 |
| MAINSTAY FUNDS TRUST | 0.00% | 1,300 | - | - | Jan 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 7,171 | -132 | -1.81% | Mar 31, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 774 | 318 | 69.74% | Mar 31, 2024 |
| VALIC Co I | 0.00% | 1,433 | -6 | -0.42% | Feb 29, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 601 | - | - | Jan 31, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 17 | - | - | Dec 31, 2023 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 367 | - | - | Mar 31, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 3,309 | - | - | Mar 31, 2024 |
| HC CAPITAL TRUST | 0.00% | 94 | - | - | Mar 31, 2024 |
| WILSHIRE MUTUAL FUNDS INC | 0.00% | 790 | - | - | Dec 31, 2023 |
| ProFunds | 0.00% | 29 | -2 | -6.45% | Mar 31, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 245 | - | - | Feb 29, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 520 | 97 | 22.93% | Jan 31, 2024 |
| PROSHARES TRUST | 0.00% | 548 | 65 | 13.46% | Feb 29, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 2 | - | - | Dec 31, 2023 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 4,116 | - | - | Mar 31, 2024 |
| TIAA-CREF FUNDS | 0.00% | 4,212 | - | - | Jan 31, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 423 | -2 | -0.47% | Jan 31, 2024 |
| FIDELITY SALEM STREET TRUST | 0.00% | 2,856 | - | - | Mar 31, 2024 |
| SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 1,539 | - | - | Dec 31, 2023 |
| PACIFIC SELECT FUND | 0.00% | 1,819 | 733 | 67.50% | Mar 31, 2024 |
| Franklin Templeton ETF Trust | 0.00% | 91 | - | - | Mar 31, 2024 |
| Bridge Builder Trust | 0.00% | 1,853 | - | - | Mar 31, 2024 |
| MASSMUTUAL SELECT FUNDS | 0.00% | 290 | - | - | Dec 31, 2023 |
Bank7's largest mutual fund holder by % of total assets is "RMB INVESTORS TRUST", owning 239.03K shares, compromising 0.46% of its total assets.
Bank7 Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 86 | 59.26% |
| 31 Mar, 24 | 54 | 1.89% |
| 31 Dec, 23 | 53 | -3.64% |
| 30 Sep, 23 | 55 | 12.24% |
| 30 Jun, 23 | 49 | 11.36% |
| 31 Mar, 23 | 44 | 10.00% |
| 31 Dec, 22 | 40 | 21.21% |
| 30 Sep, 22 | 33 | - |
| 30 Jun, 22 | 33 | - |
| 31 Mar, 22 | 33 | -13.16% |
| 31 Dec, 21 | 38 | 26.67% |
| 30 Sep, 21 | 30 | -3.23% |
| 30 Jun, 21 | 31 | -18.42% |
| 31 Mar, 21 | 38 | -5.00% |
| 31 Dec, 20 | 40 | 2.56% |
| 30 Sep, 20 | 39 | - |
| 30 Jun, 20 | 39 | 8.33% |
| 31 Mar, 20 | 36 | -18.18% |
| 31 Dec, 19 | 44 | 15.79% |
| 30 Sep, 19 | 38 | 11.76% |
| 30 Jun, 19 | 34 | -8.11% |
| 31 Mar, 19 | 37 | -9.76% |
| 31 Dec, 18 | 41 | 24.24% |
| 30 Sep, 18 | 33 | -94.86% |
As of 30 Jun 24, 86 institutions are holding Bank7's shares, representing an increase of 59.26% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 55,037,565 | 2573.09% |
| 31 Mar, 24 | 2,058,947 | -4.48% |
| 31 Dec, 23 | 2,155,532 | -0.17% |
| 30 Sep, 23 | 2,159,151 | -7.23% |
| 30 Jun, 23 | 2,327,354 | -0.32% |
| 31 Mar, 23 | 2,334,896 | -5.29% |
| 31 Dec, 22 | 2,465,430 | -0.01% |
| 30 Sep, 22 | 2,465,761 | 0.79% |
| 30 Jun, 22 | 2,446,487 | -3.44% |
| 31 Mar, 22 | 2,533,640 | -0.78% |
| 31 Dec, 21 | 2,553,663 | 47.05% |
| 30 Sep, 21 | 1,736,609 | 0.69% |
| 30 Jun, 21 | 1,724,631 | -5.18% |
| 31 Mar, 21 | 1,818,938 | -3.97% |
| 31 Dec, 20 | 1,894,232 | -13.28% |
| 30 Sep, 20 | 2,184,369 | -3.62% |
| 30 Jun, 20 | 2,266,358 | -7.94% |
| 31 Mar, 20 | 2,461,886 | -27.77% |
| 31 Dec, 19 | 3,408,561 | -0.24% |
| 30 Sep, 19 | 3,416,791 | 0.66% |
| 30 Jun, 19 | 3,394,522 | -0.34% |
| 31 Mar, 19 | 3,406,115 | -1.12% |
| 31 Dec, 18 | 3,444,574 | 1.81% |
| 30 Sep, 18 | 3,383,473 | -98.48% |
Bank7 (BSVN) has 55.04M shares outstanding as of 30 Jun 24, up 2573.09% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 594.98% | 119.31% |
| 31 Mar, 24 | 22.33% | 4.06% |
| 31 Dec, 23 | 23.46% | 4.22% |
| 30 Sep, 23 | 23.58% | 3.65% |
| 30 Jun, 23 | 25.43% | 3.90% |
| 31 Mar, 23 | 25.53% | 3.49% |
| 31 Dec, 22 | 27.04% | 3.68% |
| 30 Sep, 22 | 27.09% | 3.75% |
| 30 Jun, 22 | 26.89% | 3.46% |
| 31 Mar, 22 | 27.88% | 3.51% |
| 31 Dec, 21 | 28.20% | 7.66% |
| 30 Sep, 21 | 19.18% | 5.28% |
| 30 Jun, 21 | 19.06% | 4.72% |
| 31 Mar, 21 | 20.10% | 4.61% |
| 31 Dec, 20 | 20.89% | 3.73% |
| 30 Sep, 20 | 23.67% | 3.93% |
| 30 Jun, 20 | 24.55% | 4.03% |
| 31 Mar, 20 | 24.69% | 2.15% |
| 31 Dec, 19 | 33.89% | 2.99% |
| 30 Sep, 19 | 33.67% | 3.03% |
| 30 Jun, 19 | 33.32% | 2.98% |
| 31 Mar, 19 | 33.43% | 1.85% |
| 31 Dec, 18 | 42.49% | 2.16% |
| 30 Sep, 18 | 44.32% | 0.00% |
As of 30 Jun 24, Bank7 is held by 594.98% institutional shareholders, representing a 119.31% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 57 | 128.00% |
| 31 Mar, 24 | 25 | 8.70% |
| 31 Dec, 23 | 23 | -23.33% |
| 30 Sep, 23 | 30 | 7.14% |
| 30 Jun, 23 | 28 | 33.33% |
| 31 Mar, 23 | 21 | -4.55% |
| 31 Dec, 22 | 22 | 29.41% |
| 30 Sep, 22 | 17 | 13.33% |
| 30 Jun, 22 | 15 | -16.67% |
| 31 Mar, 22 | 18 | -5.26% |
| 31 Dec, 21 | 19 | 111.11% |
| 30 Sep, 21 | 9 | -35.71% |
| 30 Jun, 21 | 14 | 27.27% |
| 31 Mar, 21 | 11 | -26.67% |
| 31 Dec, 20 | 15 | 36.36% |
| 30 Sep, 20 | 11 | -35.29% |
| 30 Jun, 20 | 17 | 21.43% |
| 31 Mar, 20 | 14 | -33.33% |
| 31 Dec, 19 | 21 | - |
| 30 Sep, 19 | 21 | 10.53% |
| 30 Jun, 19 | 19 | 11.76% |
| 31 Mar, 19 | 17 | -50.00% |
| 31 Dec, 18 | 34 | 30.77% |
| 30 Sep, 18 | 26 | -90.78% |
57 institutional shareholders have increased their position in BSVN stock as of 30 Jun 24 compared to 25 in the previous quarter (a 128.00% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 19 | 5.56% |
| 31 Mar, 24 | 18 | -5.26% |
| 31 Dec, 23 | 19 | 26.67% |
| 30 Sep, 23 | 15 | 15.38% |
| 30 Jun, 23 | 13 | 8.33% |
| 31 Mar, 23 | 12 | 50.00% |
| 31 Dec, 22 | 8 | 33.33% |
| 30 Sep, 22 | 6 | -14.29% |
| 30 Jun, 22 | 7 | -30.00% |
| 31 Mar, 22 | 10 | - |
| 31 Dec, 21 | 10 | -16.67% |
| 30 Sep, 21 | 12 | -7.69% |
| 30 Jun, 21 | 13 | -18.75% |
| 31 Mar, 21 | 16 | 6.67% |
| 31 Dec, 20 | 15 | -21.05% |
| 30 Sep, 20 | 19 | 35.71% |
| 30 Jun, 20 | 14 | -12.50% |
| 31 Mar, 20 | 16 | 6.67% |
| 31 Dec, 19 | 15 | 87.50% |
| 30 Sep, 19 | 8 | -20.00% |
| 30 Jun, 19 | 10 | -23.08% |
| 31 Mar, 19 | 13 | 160.00% |
| 31 Dec, 18 | 5 | -28.57% |
| 30 Sep, 18 | 7 | -97.38% |
19 institutional shareholders have reduced their position in BSVN stock as of 30 Jun 24 compared to 18 in the previous quarter (a 5.56% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 86 | 59.26% | 55,037,565 | 2573.09% | 594.98% | 119.31% | 57 | 128.00% | 19 | 5.56% |
| 31 Mar, 24 | 54 | 1.89% | 2,058,947 | -4.48% | 22.33% | 4.06% | 25 | 8.70% | 18 | -5.26% |
| 31 Dec, 23 | 53 | -3.64% | 2,155,532 | -0.17% | 23.46% | 4.22% | 23 | -23.33% | 19 | 26.67% |
| 30 Sep, 23 | 55 | 12.24% | 2,159,151 | -7.23% | 23.58% | 3.65% | 30 | 7.14% | 15 | 15.38% |
| 30 Jun, 23 | 49 | 11.36% | 2,327,354 | -0.32% | 25.43% | 3.90% | 28 | 33.33% | 13 | 8.33% |
| 31 Mar, 23 | 44 | 10.00% | 2,334,896 | -5.29% | 25.53% | 3.49% | 21 | -4.55% | 12 | 50.00% |
| 31 Dec, 22 | 40 | 21.21% | 2,465,430 | -0.01% | 27.04% | 3.68% | 22 | 29.41% | 8 | 33.33% |
| 30 Sep, 22 | 33 | - | 2,465,761 | 0.79% | 27.09% | 3.75% | 17 | 13.33% | 6 | -14.29% |
| 30 Jun, 22 | 33 | - | 2,446,487 | -3.44% | 26.89% | 3.46% | 15 | -16.67% | 7 | -30.00% |
| 31 Mar, 22 | 33 | -13.16% | 2,533,640 | -0.78% | 27.88% | 3.51% | 18 | -5.26% | 10 | - |
| 31 Dec, 21 | 38 | 26.67% | 2,553,663 | 47.05% | 28.20% | 7.66% | 19 | 111.11% | 10 | -16.67% |
| 30 Sep, 21 | 30 | -3.23% | 1,736,609 | 0.69% | 19.18% | 5.28% | 9 | -35.71% | 12 | -7.69% |
| 30 Jun, 21 | 31 | -18.42% | 1,724,631 | -5.18% | 19.06% | 4.72% | 14 | 27.27% | 13 | -18.75% |
| 31 Mar, 21 | 38 | -5.00% | 1,818,938 | -3.97% | 20.10% | 4.61% | 11 | -26.67% | 16 | 6.67% |
| 31 Dec, 20 | 40 | 2.56% | 1,894,232 | -13.28% | 20.89% | 3.73% | 15 | 36.36% | 15 | -21.05% |
| 30 Sep, 20 | 39 | - | 2,184,369 | -3.62% | 23.67% | 3.93% | 11 | -35.29% | 19 | 35.71% |
| 30 Jun, 20 | 39 | 8.33% | 2,266,358 | -7.94% | 24.55% | 4.03% | 17 | 21.43% | 14 | -12.50% |
| 31 Mar, 20 | 36 | -18.18% | 2,461,886 | -27.77% | 24.69% | 2.15% | 14 | -33.33% | 16 | 6.67% |
| 31 Dec, 19 | 44 | 15.79% | 3,408,561 | -0.24% | 33.89% | 2.99% | 21 | - | 15 | 87.50% |
| 30 Sep, 19 | 38 | 11.76% | 3,416,791 | 0.66% | 33.67% | 3.03% | 21 | 10.53% | 8 | -20.00% |
| 30 Jun, 19 | 34 | -8.11% | 3,394,522 | -0.34% | 33.32% | 2.98% | 19 | 11.76% | 10 | -23.08% |
| 31 Mar, 19 | 37 | -9.76% | 3,406,115 | -1.12% | 33.43% | 1.85% | 17 | -50.00% | 13 | 160.00% |
| 31 Dec, 18 | 41 | 24.24% | 3,444,574 | 1.81% | 42.49% | 2.16% | 34 | 30.77% | 5 | -28.57% |
| 30 Sep, 18 | 33 | -94.86% | 3,383,473 | -98.48% | 44.32% | 0.00% | 26 | -90.78% | 7 | -97.38% |
Bank7 Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Bank7's stock was made by Haines Lisa K. on Jul 22 2024, selling 8,062 shares at $36.29 per share (valued at $292.57K).
Bank7 Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 12 | 20 | 60.00% |
| Q2 2024 | 4 | 7 | 57.14% |
| Q1 2024 | 12 | 20 | 60.00% |
| Q4 2023 | - | 13 | - |
| Q3 2023 | - | 5 | - |
| Q2 2023 | - | 4 | - |
| Q1 2023 | 15 | 13 | 115.38% |
| Q4 2022 | 1 | 9 | 11.11% |
| Q3 2022 | - | 5 | - |
| Q2 2022 | 1 | 4 | 25.00% |
| Q1 2022 | - | 15 | - |
| Q4 2021 | 14 | 20 | 70.00% |
| Q3 2021 | - | 3 | - |
| Q1 2021 | 17 | 5 | 340.00% |
| Q4 2020 | 2 | - | - |
| Q3 2020 | 1 | 3 | 33.33% |
| Q2 2020 | 2 | - | - |
| Q1 2020 | 31 | - | - |
| Q4 2019 | 1 | - | - |
| Q3 2019 | 3 | 11 | 27.27% |
12 total buy trades, and 20 total sell trades (buy/sell ratio of 0.60%) were made by Bank7's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 8 | - |
| Q2 2024 | 1 | 4 | 25.00% |
| Q1 2024 | - | 1 | - |
| Q4 2023 | - | 4 | - |
| Q3 2023 | - | 1 | - |
| Q2 2023 | - | 4 | - |
| Q1 2023 | 1 | 1 | 100.00% |
| Q4 2022 | 1 | - | - |
| Q3 2022 | - | 1 | - |
| Q2 2022 | 1 | 3 | 33.33% |
| Q1 2022 | - | 2 | - |
| Q4 2021 | 2 | 19 | 10.53% |
| Q3 2021 | - | - | - |
| Q1 2021 | 1 | - | - |
| Q4 2020 | 1 | - | - |
| Q3 2020 | 1 | - | - |
| Q2 2020 | 2 | - | - |
| Q1 2020 | 14 | - | - |
| Q4 2019 | 1 | - | - |
| Q3 2019 | - | - | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 8 open market sell trades of Bank7's stocks.
Bank7 Peer Ownership
| Ticker | Company |
|---|---|
| OFED | Oconee Federal Financial Corp. |
| HBCP | Home Bancorp, Inc. |
| CHMG | Chemung Financial Corporation |
| COFS | ChoiceOne Financial Services, Inc. |
| FCAP | First Capital, Inc. |
| OVLY | Oak Valley Bancorp |
| FCCO | First Community Corporation |
| CWBC | Community West Bancshares |
| FFNW | First Financial Northwest, Inc. |
| HMNF | HMN Financial, Inc. |
| OBT | Orange County Bancorp, Inc. |
| HFBL | Home Federal Bancorp, Inc. of Louisiana |
| FNWB | First Northwest Bancorp |
BSVN Ownership FAQ
Who Owns Bank7?
Bank7 is owned by institutional shareholders (594.98%), insiders (56.58%), and public (-551.56%). The largest institutional shareholder of Bank7 is ENVESTNET ASSET MANAGEMENT INC (543.67% of total shares) and the top mutual fund owner is RMB INVESTORS TRUST (0.46% of total shares).
Who are the major institutional shareholders of Bank7?
Bank7's major institutional shareholders are ENVESTNET ASSET MANAGEMENT INC, LPL FINANCIAL LLC, BANK OF NEW YORK MELLON CORP, RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC., and CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.. The top five shareholders own together 664.88% of the company's share outstanding.
How many Bank7 shareholders are there?
As of Jun 2024, there are 86 institutional shareholders of Bank7.
What percentage of Bank7 is owned by ENVESTNET ASSET MANAGEMENT INC?
ENVESTNET ASSET MANAGEMENT INC owns 50.29M shares of Bank7, representing 543.67% of the company's total shares outstanding, valued at $3.86B (as of Jun 2024).
What percentage of Bank7 is owned by LPL FINANCIAL LLC?
As of Jun 2024, LPL FINANCIAL LLC holds 5.92M shares of Bank7 (BSVN), compromising 64.05% of the company, valued at $454.42M.
What percentage of Bank7 is owned by BANK OF NEW YORK MELLON CORP?
BANK OF NEW YORK MELLON CORP is the third largest holder of Bank7. The company owns 2.52M of the company's shares outstanding (worth $193.56M).