CrossFirst Bankshares Ownership 2024 | Who Owns CrossFirst Bankshares Now?
Institutional Ownership
12.38%
Insider Ownership
12.99%
Retail Ownership
74.64%
Institutional Holders
59.00
CrossFirst Bankshares Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 13.55% | 0.06% | 6,708,715 | 239,890 | 3.71% | 94,057,000 | Jun 30, 2024 |
BLACKROCK INC. | 7.15% | 0.00% | 3,538,930 | -10,913 | -0.31% | 49,615,801 | Jun 30, 2024 |
VANGUARD GROUP INC | 4.41% | 0.00% | 2,184,476 | -84,356 | -3.72% | 30,626,354 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 3.78% | 0.01% | 1,870,785 | 175,646 | 10.36% | 26,227,846 | Jun 30, 2024 |
BANC FUNDS CO LLC | 2.77% | 2.28% | 1,372,780 | -113,000 | -7.61% | 19,246,376 | Jun 30, 2024 |
STATE STREET CORP | 2.51% | 0.00% | 1,240,553 | -21,559 | -1.71% | 17,392,553,000 | Jun 30, 2024 |
KING LUTHER CAPITAL MANAGEMENT CORP | 2.14% | 0.07% | 1,061,216 | - | - | 14,878,248 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.10% | 0.00% | 1,037,881 | 47,740 | 4.82% | 14,553,454 | Jun 30, 2024 |
NORTH REEF CAPITAL MANAGEMENT LP | 1.72% | 0.55% | 849,760 | 849,760 | 100.00% | 11,913,635 | Jun 30, 2024 |
AMERICAN CENTURY COMPANIES INC | 1.49% | 0.01% | 737,700 | 119,844 | 19.40% | 10,342,554 | Jun 30, 2024 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0.93% | 0.02% | 458,250 | 39,200 | 9.35% | 6,424,665 | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.84% | 0.00% | 416,254 | -47,026 | -10.15% | 5,835,881,000 | Jun 30, 2024 |
CAPTRUST FINANCIAL ADVISORS | 0.78% | 0.02% | 388,243 | -237,721 | -37.98% | 5,443,167 | Jun 30, 2024 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.72% | 0.12% | 358,127 | 12,420 | 3.59% | 5,020,941 | Jun 30, 2024 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.70% | 0.00% | 347,682 | 7,592 | 2.23% | 4,874,502 | Jun 30, 2024 |
MARINER, LLC | 0.61% | 0.01% | 303,342 | -9,482 | -3.03% | 4,252,855 | Jun 30, 2024 |
MORGAN STANLEY | 0.60% | 0.00% | 298,782 | -66,295 | -18.16% | 4,188,924 | Jun 30, 2024 |
DEUTSCHE BANK AG\ | 0.47% | 0.00% | 232,914 | 211,324 | 978.80% | 3,265,454 | Jun 30, 2024 |
BANK OF NEW YORK MELLON CORP | 0.42% | 0.00% | 206,934 | 13,863 | 7.18% | 2,901,215 | Jun 30, 2024 |
UMB BANK, N.A. | 0.37% | 0.04% | 181,484 | - | - | 2,544,406 | Jun 30, 2024 |
CrossFirst Bankshares's largest institutional shareholder is T. ROWE PRICE INVESTMENT MANAGEMENT, INC., holding 13.55% of the company's total share outstanding, currently valued at $94.06M. The top 10 institutional shareholders own together 41.61% of the company.
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
BANC FUNDS CO LLC | 2.77% | 2.28% | 1,372,780 | -113,000 | -7.61% | 19,246,376 | Jun 30, 2024 |
JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC. | 0.15% | 1.49% | 75,000 | - | - | 1,051,500 | Jun 30, 2024 |
NORTH REEF CAPITAL MANAGEMENT LP | 1.72% | 0.55% | 849,760 | 849,760 | 100.00% | 11,913,635 | Jun 30, 2024 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 0.25% | 0.31% | 123,240 | - | - | 1,727,825 | Jun 30, 2024 |
CORNERCAP INVESTMENT COUNSEL INC | 0.18% | 0.21% | 89,963 | 14,391 | 19.04% | 1,261,281 | Jun 30, 2024 |
INTRUST BANK NA | 0.17% | 0.13% | 86,271 | - | - | 1,209,519 | Jun 30, 2024 |
CLARIVEST ASSET MANAGEMENT LLC | 0.17% | 0.12% | 83,670 | 2,073 | 2.54% | 1,173,053 | Jun 30, 2024 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.72% | 0.12% | 358,127 | 12,420 | 3.59% | 5,020,941 | Jun 30, 2024 |
JOHN G ULLMAN & ASSOCIATES INC | 0.08% | 0.09% | 40,052 | - | - | 561,529 | Jun 30, 2024 |
KING LUTHER CAPITAL MANAGEMENT CORP | 2.14% | 0.07% | 1,061,216 | - | - | 14,878,248 | Jun 30, 2024 |
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 13.55% | 0.06% | 6,708,715 | 239,890 | 3.71% | 94,057,000 | Jun 30, 2024 |
WATERFRONT WEALTH INC. | 0.03% | 0.06% | 15,150 | - | - | 212,403 | Jun 30, 2024 |
CAMPBELL & CO INVESTMENT ADVISER LLC | 0.08% | 0.05% | 38,983 | -26,961 | -40.88% | 546,542 | Jun 30, 2024 |
EMPOWERED FUNDS, LLC | 0.35% | 0.04% | 174,027 | 12,420 | 7.69% | 2,439,859 | Jun 30, 2024 |
UMB BANK, N.A. | 0.37% | 0.04% | 181,484 | - | - | 2,544,406 | Jun 30, 2024 |
FINANCIAL PARTNERS GROUP, INC | 0.04% | 0.04% | 18,000 | - | - | 252,360 | Jun 30, 2024 |
LEE FINANCIAL CO | 0.04% | 0.04% | 17,374 | - | - | 243,584 | Jun 30, 2024 |
PRIVATE WEALTH PARTNERS, LLC | 0.07% | 0.04% | 34,835 | -4,835 | -12.19% | 488,387 | Jun 30, 2024 |
MARTINGALE ASSET MANAGEMENT L P | 0.22% | 0.03% | 106,646 | 8,524 | 8.69% | 1,495,177 | Jun 30, 2024 |
MGO ONE SEVEN LLC | 0.07% | 0.02% | 36,891 | 55 | 0.15% | 517,212 | Jun 30, 2024 |
The largest CrossFirst Bankshares shareholder by % of total assets is BANC FUNDS CO LLC. The company owns 1.37M shares of CrossFirst Bankshares (CFB), representing 2.28% of its total assets.
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORTH REEF CAPITAL MANAGEMENT LP | 1.72% | 0.55% | 849,760 | 849,760 | 100.00% | 11,913,635 | Jun 30, 2024 |
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 13.55% | 0.06% | 6,708,715 | 239,890 | 3.71% | 94,057,000 | Jun 30, 2024 |
DEUTSCHE BANK AG\ | 0.47% | 0.00% | 232,914 | 211,324 | 978.80% | 3,265,454 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 3.78% | 0.01% | 1,870,785 | 175,646 | 10.36% | 26,227,846 | Jun 30, 2024 |
AMERICAN CENTURY COMPANIES INC | 1.49% | 0.01% | 737,700 | 119,844 | 19.40% | 10,342,554 | Jun 30, 2024 |
ACADIAN ASSET MANAGEMENT LLC | 0.14% | 0.00% | 70,779 | 70,779 | 100.00% | 990,000 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.10% | 0.00% | 1,037,881 | 47,740 | 4.82% | 14,553,454 | Jun 30, 2024 |
AQR CAPITAL MANAGEMENT LLC | 0.34% | 0.00% | 166,833 | 46,711 | 38.89% | 2,338,999 | Jun 30, 2024 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0.93% | 0.02% | 458,250 | 39,200 | 9.35% | 6,424,665 | Jun 30, 2024 |
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.13% | 0.00% | 64,024 | 38,101 | 146.98% | 897,616 | Jun 30, 2024 |
UBS ASSET MANAGEMENT AMERICAS INC | 0.18% | 0.00% | 88,320 | 32,424 | 58.01% | 1,238,246 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 24,423 | 24,423 | 100.00% | 342,410 | Jun 30, 2024 |
EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.07% | 0.00% | 33,505 | 23,036 | 220.04% | 470,000 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 22,778 | 22,778 | 100.00% | 319,348 | Jun 30, 2024 |
AMERIPRISE FINANCIAL INC | 0.12% | 0.00% | 57,200 | 22,300 | 63.90% | 801,944 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.22% | 0.00% | 108,024 | 15,217 | 16.40% | 1,514,497 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 0.26% | 0.00% | 127,800 | 14,800 | 13.10% | 1,791,756 | Jun 30, 2024 |
CORNERCAP INVESTMENT COUNSEL INC | 0.18% | 0.21% | 89,963 | 14,391 | 19.04% | 1,261,281 | Jun 30, 2024 |
EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 0.03% | 0.01% | 14,122 | 14,122 | 100.00% | 197,991 | Jun 30, 2024 |
BANK OF NEW YORK MELLON CORP | 0.42% | 0.00% | 206,934 | 13,863 | 7.18% | 2,901,215 | Jun 30, 2024 |
As of Jun 30 2024, CrossFirst Bankshares's largest institutional buyer is NORTH REEF CAPITAL MANAGEMENT LP. The company purchased 849.76K stocks of CFB, valued at $11.91M.
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
MILLENNIUM MANAGEMENT LLC | - | - | - | -309,542 | -100.00% | - | Jun 30, 2024 |
CAPTRUST FINANCIAL ADVISORS | 0.78% | 0.02% | 388,243 | -237,721 | -37.98% | 5,443,167 | Jun 30, 2024 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.23% | 0.00% | 114,365 | -137,469 | -54.59% | 1,603,000 | Jun 30, 2024 |
BANC FUNDS CO LLC | 2.77% | 2.28% | 1,372,780 | -113,000 | -7.61% | 19,246,376 | Jun 30, 2024 |
VANGUARD GROUP INC | 4.41% | 0.00% | 2,184,476 | -84,356 | -3.72% | 30,626,354 | Jun 30, 2024 |
STATE OF NEW JERSEY COMMON PENSION FUND D | 0.29% | 0.01% | 145,706 | -69,759 | -32.38% | 2,042,798 | Jun 30, 2024 |
MORGAN STANLEY | 0.60% | 0.00% | 298,782 | -66,295 | -18.16% | 4,188,924 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 0.24% | 0.00% | 117,263 | -58,709 | -33.36% | 1,644,027 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 0.24% | 0.00% | 121,142 | -56,783 | -31.91% | 1,698,411 | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.84% | 0.00% | 416,254 | -47,026 | -10.15% | 5,835,881,000 | Jun 30, 2024 |
FRANKLIN RESOURCES INC | 0.03% | 0.00% | 16,931 | -37,738 | -69.03% | 237,372 | Jun 30, 2024 |
PRUDENTIAL FINANCIAL INC | 0.08% | 0.00% | 40,995 | -37,140 | -47.53% | 574,750 | Jun 30, 2024 |
CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -33,475 | -100.00% | - | Jun 30, 2024 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 0.07% | 0.00% | 35,910 | -32,440 | -47.46% | 503,458 | Jun 30, 2024 |
XTX TOPCO LTD | - | - | - | -30,598 | -100.00% | - | Jun 30, 2024 |
BARCLAYS PLC | 0.14% | 0.00% | 67,151 | -30,543 | -31.26% | 941,000 | Jun 30, 2024 |
MAN GROUP PLC | - | - | - | -30,246 | -100.00% | - | Jun 30, 2024 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -27,241 | -100.00% | - | Jun 30, 2024 |
CAMPBELL & CO INVESTMENT ADVISER LLC | 0.08% | 0.05% | 38,983 | -26,961 | -40.88% | 546,542 | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -22,284 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, CrossFirst Bankshares's biggest institutional seller is MILLENNIUM MANAGEMENT LLC. The company sold -0.31M shares of CFB, valued at -.
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORTH REEF CAPITAL MANAGEMENT LP | 1.72% | 0.55% | 849,760 | 849,760 | 100.00% | 11,913,635 | Jun 30, 2024 |
ACADIAN ASSET MANAGEMENT LLC | 0.14% | 0.00% | 70,779 | 70,779 | 100.00% | 990,000 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 24,423 | 24,423 | 100.00% | 342,410 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 22,778 | 22,778 | 100.00% | 319,348 | Jun 30, 2024 |
EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 0.03% | 0.01% | 14,122 | 14,122 | 100.00% | 197,991 | Jun 30, 2024 |
FAS WEALTH PARTNERS, INC. | 0.03% | 0.02% | 12,656 | 12,656 | 100.00% | 177,438 | Jun 30, 2024 |
SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 696 | 696 | 100.00% | 9,758 | Jun 30, 2024 |
CrossFirst Bankshares's largest new institutional shareholder by number of shares is NORTH REEF CAPITAL MANAGEMENT LP, purchased 849.76K shares, valued at $11.91M, as of undefined.
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
MILLENNIUM MANAGEMENT LLC | - | - | - | -309,542 | -100.00% | - | Jun 30, 2024 |
CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -33,475 | -100.00% | - | Jun 30, 2024 |
XTX TOPCO LTD | - | - | - | -30,598 | -100.00% | - | Jun 30, 2024 |
MAN GROUP PLC | - | - | - | -30,246 | -100.00% | - | Jun 30, 2024 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -27,241 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -22,284 | -100.00% | - | Jun 30, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -22,243 | -100.00% | - | Jun 30, 2024 |
DENALI ADVISORS LLC | - | - | - | -21,400 | -100.00% | - | Jun 30, 2024 |
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -19,747 | -100.00% | - | Jun 30, 2024 |
JUMP FINANCIAL, LLC | - | - | - | -19,014 | -100.00% | - | Jun 30, 2024 |
SHERBROOKE PARK ADVISERS LLC | - | - | - | -16,670 | -100.00% | - | Jun 30, 2024 |
SEMANTEON CAPITAL MANAGEMENT, LP | - | - | - | -16,231 | -100.00% | - | Jun 30, 2024 |
KESTRA ADVISORY SERVICES, LLC | - | - | - | -15,728 | -100.00% | - | Jun 30, 2024 |
RUSSELL INVESTMENTS GROUP, LTD. | - | - | - | -12,477 | -100.00% | - | Jun 30, 2024 |
OCCUDO QUANTITATIVE STRATEGIES LP | - | - | - | -11,857 | -100.00% | - | Jun 30, 2024 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | - | - | - | -10,000 | -100.00% | - | Jun 30, 2024 |
ENTRYPOINT CAPITAL, LLC | - | - | - | -3,549 | -100.00% | - | Jun 30, 2024 |
POINT72 ASIA (SINGAPORE) PTE. LTD. | - | - | - | -2,929 | -100.00% | - | Jun 30, 2024 |
STATE OF WYOMING | - | - | - | -2,809 | -100.00% | - | Jun 30, 2024 |
METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -2,416 | -100.00% | - | Jun 30, 2024 |
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -8 | -100.00% | - | Jun 30, 2024 |
CrossFirst Bankshares's largest sold out institutional shareholder by shares sold is MILLENNIUM MANAGEMENT LLC, sold -0.31M shares, valued at -, as of undefined.
CrossFirst Bankshares Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
T. Rowe Price Small-Cap Stock Fund, Inc. | 0.37% | 1,344,439 | 28,189 | 2.14% | Mar 31, 2024 |
CORNERCAP GROUP OF FUNDS /VA/ | 0.28% | 20,456 | - | - | Sep 30, 2022 |
T. Rowe Price Small-Cap Value Fund, Inc. | 0.27% | 2,112,405 | -2,200 | -0.10% | Mar 31, 2024 |
BRIDGEWAY FUNDS INC | 0.08% | 184,100 | - | - | Mar 28, 2024 |
T. Rowe Price Equity Funds, Inc. | 0.06% | 627,621 | 16,226 | 2.65% | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.06% | 29,303 | - | - | Mar 31, 2024 |
Federated Hermes Equity Funds | 0.05% | 890,000 | - | - | Jan 31, 2024 |
Vericimetry Funds | 0.04% | 3,800 | - | - | Mar 31, 2024 |
PUTNAM INVESTMENT FUNDS | 0.04% | 192,300 | - | - | Jan 31, 2024 |
WASATCH FUNDS TRUST | 0.04% | 329,803 | - | - | Mar 31, 2024 |
FORUM FUNDS II | 0.01% | 14,725 | 14,725 | - | Mar 31, 2024 |
FIRST TRUST EXCHANGE-TRADED FUND | 0.01% | 145,831 | 2,464 | 1.72% | Mar 31, 2024 |
IndexIQ ETF Trust | 0.01% | 31,245 | -1,969 | -5.93% | Jan 31, 2024 |
QUANTITATIVE MASTER SERIES LLC | 0.01% | 79,824 | - | - | Mar 31, 2024 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 6,780 | - | - | Mar 31, 2024 |
HOTCHKIS & WILEY FUNDS /DE/ | 0.01% | 124,820 | 57,300 | 84.86% | Mar 31, 2024 |
TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 1,466 | - | - | Mar 31, 2024 |
AMERICAN CENTURY ETF TRUST | 0.00% | 550,686 | 125,566 | 29.54% | Feb 29, 2024 |
AMERICAN CENTURY CAPITAL PORTFOLIOS INC | 0.00% | 97,286 | - | - | Mar 31, 2024 |
VANGUARD INDEX FUNDS | 0.00% | 1,874,119 | -643,340 | -25.56% | Mar 31, 2024 |
T. Rowe Price Spectrum Funds II, Inc. | 0.00% | 56,551 | -3,226 | -5.40% | Feb 29, 2024 |
SCHWAB CAPITAL TRUST | 0.00% | 123,334 | 2,138 | 1.76% | Jan 31, 2024 |
MML SERIES INVESTMENT FUND | 0.00% | 24,813 | - | - | Dec 31, 2023 |
Managed Portfolio Series | 0.00% | 47,336 | - | - | Mar 31, 2024 |
FIDELITY CONCORD STREET TRUST | 0.00% | 404,655 | 4,015 | 1.00% | Feb 29, 2024 |
AIM GROWTH SERIES (INVESCO GROWTH SERIES) | 0.00% | 57,966 | - | - | Mar 31, 2024 |
Calvert Variable Products, Inc. | 0.00% | 4,396 | - | - | Mar 31, 2024 |
NORTHWESTERN MUTUAL SERIES FUND INC | 0.00% | 170,754 | -6,900 | -3.88% | Mar 31, 2024 |
STERLING CAPITAL FUNDS | 0.00% | 26,430 | -10,859 | -29.12% | Mar 28, 2024 |
PUTNAM VARIABLE TRUST | 0.00% | 41,862 | - | - | Mar 31, 2024 |
FINANCIAL INVESTORS TRUST | 0.00% | 75,711 | - | - | Jan 31, 2024 |
DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 927,759 | 106,473 | 12.96% | Jan 31, 2024 |
T. Rowe Price Equity Series, Inc. | 0.00% | 1,443 | 33 | 2.34% | Mar 31, 2024 |
VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 25,790 | -1,908 | -6.89% | Mar 31, 2024 |
Dimensional ETF Trust | 0.00% | 338,598 | 72,984 | 27.48% | Jan 31, 2024 |
SunAmerica Specialty Series | 0.00% | 395 | - | - | Apr 30, 2021 |
MASSMUTUAL PREMIER FUNDS | 0.00% | 18,031 | - | - | Dec 31, 2023 |
TARGET PORTFOLIO TRUST | 0.00% | 12,600 | 3,400 | 36.96% | Jan 31, 2024 |
Principal Exchange-Traded Funds | 0.00% | 7,224 | - | - | Mar 31, 2024 |
FIDELITY COVINGTON TRUST | 0.00% | 10,480 | -152 | -1.43% | Jan 31, 2024 |
INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 45,661 | 42 | 0.09% | Jan 31, 2024 |
UNIFIED SERIES TRUST | 0.00% | 8,500 | - | - | Mar 31, 2024 |
Voya VARIABLE PORTFOLIOS INC | 0.00% | 16,750 | -4,493 | -21.15% | Mar 31, 2024 |
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 2,247 | - | - | Mar 31, 2024 |
Global X Funds | 0.00% | 19,747 | - | - | Jan 31, 2024 |
SCHWAB STRATEGIC TRUST | 0.00% | 220,755 | 7,568 | 3.55% | Feb 29, 2024 |
TIAA-CREF LIFE FUNDS | 0.00% | 858 | - | - | Mar 31, 2024 |
VANGUARD WORLD FUND | 0.00% | 67,280 | -2,992 | -4.26% | Feb 29, 2024 |
STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 16,923 | 2,800 | 19.83% | Mar 31, 2024 |
PUTNAM ASSET ALLOCATION FUNDS | 0.00% | 8,417 | -131 | -1.53% | Mar 31, 2024 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 1,063 | - | - | Mar 31, 2024 |
PRUDENTIAL INVESTMENT PORTFOLIOS, INC. | 0.00% | 2,300 | 2,300 | - | Mar 28, 2024 |
Victory Portfolios II | 0.00% | 11,093 | - | - | Mar 31, 2024 |
VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 2,535 | 143 | 5.98% | Mar 31, 2024 |
THRIVENT SERIES FUND INC | 0.00% | 22,780 | - | - | Mar 28, 2024 |
Janus Detroit Street Trust | 0.00% | 30,283 | 4,062 | 15.49% | Jan 31, 2024 |
Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 39,821 | 1,639 | 4.29% | Feb 29, 2024 |
THRIVENT MUTUAL FUNDS | 0.00% | 13,499 | 7,243 | 115.78% | Jan 31, 2024 |
Direxion Shares ETF Trust | 0.00% | 21,125 | 9,792 | 86.40% | Jan 31, 2024 |
NORTHERN FUNDS | 0.00% | 19,620 | -429 | -2.14% | Mar 28, 2024 |
T. Rowe Price Index Trust, Inc. | 0.00% | 2,817 | 169 | 6.38% | Mar 31, 2024 |
VALIC Co I | 0.00% | 33,439 | 1,465 | 4.58% | Feb 29, 2024 |
iSHARES TRUST | 0.00% | 1,775,845 | -146,379 | -7.62% | Mar 31, 2024 |
VANGUARD SCOTTSDALE FUNDS | 0.00% | 199,193 | 24,179 | 13.82% | Feb 29, 2024 |
EQ ADVISORS TRUST | 0.00% | 117,839 | 8,856 | 8.13% | Mar 31, 2024 |
RYDEX SERIES FUNDS | 0.00% | 407 | - | - | Dec 31, 2023 |
MASTER INVESTMENT PORTFOLIO | 0.00% | 8,265 | - | - | Mar 31, 2024 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 4,772 | - | - | Dec 31, 2023 |
LAZARD FUNDS INC | 0.00% | 3,096 | - | - | Mar 31, 2024 |
RBB FUND, INC. | 0.00% | 6,970 | - | - | Feb 29, 2024 |
COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 77,564 | 33,230 | 74.95% | Mar 31, 2024 |
FLEXSHARES TRUST | 0.00% | 5,644 | -136 | -2.35% | Jan 31, 2024 |
NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 7,329 | - | - | Mar 31, 2024 |
Voya PARTNERS INC | 0.00% | 4,291 | - | - | Mar 31, 2024 |
PENN SERIES FUNDS INC | 0.00% | 1,500 | - | - | Mar 28, 2024 |
NATIONWIDE MUTUAL FUNDS | 0.00% | 6,606 | -561 | -7.83% | Jan 31, 2024 |
RYDEX DYNAMIC FUNDS | 0.00% | 202 | - | - | Dec 31, 2023 |
JPMORGAN TRUST II | 0.00% | 47,858 | - | - | Feb 29, 2024 |
PGIM ETF TRUST | 0.00% | 3,089 | - | - | Feb 29, 2024 |
Guggenheim Active Allocation Fund | 0.00% | 270 | - | - | Feb 29, 2024 |
MML Series Investment Fund II | 0.00% | 8,451 | - | - | Dec 31, 2023 |
NORTHERN LIGHTS FUND TRUST II | 0.00% | 490 | - | - | Mar 31, 2024 |
MASSMUTUAL SELECT FUNDS | 0.00% | 44,835 | 3,273 | 7.87% | Dec 31, 2023 |
HC CAPITAL TRUST | 0.00% | 1,121 | - | - | Mar 31, 2024 |
PACE SELECT ADVISORS TRUST | 0.00% | 10,150 | - | - | Jan 31, 2024 |
ProFunds | 0.00% | 351 | -30 | -7.87% | Mar 31, 2024 |
TIAA-CREF FUNDS | 0.00% | 92,177 | - | - | Jan 31, 2024 |
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) | 0.00% | 65,471 | - | - | Mar 31, 2024 |
PROSHARES TRUST | 0.00% | 6,625 | 868 | 15.08% | Feb 29, 2024 |
JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 57,706 | -1,187 | -2.02% | Mar 31, 2024 |
USAA MUTUAL FUNDS TRUST | 0.00% | 5,845 | 1,078 | 22.61% | Jan 31, 2024 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 61,210 | 20,921 | 51.93% | Mar 31, 2024 |
AMERICAN BEACON FUNDS | 0.00% | 94,464 | -5,895 | -5.87% | Jan 31, 2024 |
RYDEX VARIABLE TRUST | 0.00% | 27 | - | - | Dec 31, 2023 |
EMPOWER FUNDS, INC. | 0.00% | 23,600 | 6,400 | 37.21% | Mar 31, 2024 |
Brighthouse Funds Trust II | 0.00% | 16,519 | - | - | Mar 31, 2024 |
ALLSPRING FUNDS TRUST | 0.00% | 7,450 | 1,162 | 18.48% | Mar 31, 2024 |
SEASONS SERIES TRUST | 0.00% | 390 | - | - | Mar 31, 2024 |
WisdomTree Trust | 0.00% | 33,901 | -917 | -2.63% | Mar 31, 2024 |
SUNAMERICA SERIES TRUST | 0.00% | 5,970 | 27 | 0.45% | Jan 31, 2024 |
CrossFirst Bankshares's largest mutual fund holder by % of total assets is "T. Rowe Price Small-Cap Stock Fund, Inc.", owning 1.34M shares, compromising 0.37% of its total assets.
CrossFirst Bankshares Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 59 | -59.59% |
31 Mar, 24 | 146 | 5.80% |
31 Dec, 23 | 138 | 6.98% |
30 Sep, 23 | 129 | -0.77% |
30 Jun, 23 | 130 | 6.56% |
31 Mar, 23 | 122 | 1.67% |
31 Dec, 22 | 120 | 3.45% |
30 Sep, 22 | 116 | 0.87% |
30 Jun, 22 | 115 | 0.88% |
31 Mar, 22 | 114 | 4.59% |
31 Dec, 21 | 109 | 10.10% |
30 Sep, 21 | 99 | 4.21% |
30 Jun, 21 | 95 | 1.06% |
31 Mar, 21 | 94 | 8.05% |
31 Dec, 20 | 87 | 14.47% |
30 Sep, 20 | 76 | 2.70% |
30 Jun, 20 | 74 | 12.12% |
31 Mar, 20 | 66 | 3.13% |
31 Dec, 19 | 64 | 16.36% |
30 Sep, 19 | 55 | 5400.00% |
30 Jun, 19 | 1 | - |
31 Mar, 19 | 1 | - |
As of 30 Jun 24, 59 institutions are holding CrossFirst Bankshares's shares, representing a decrease of -59.59% compared to the previous quarter.
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 6,128,037 | -78.47% |
31 Mar, 24 | 28,462,203 | 2.57% |
31 Dec, 23 | 27,747,948 | 3.55% |
30 Sep, 23 | 26,797,516 | -0.87% |
30 Jun, 23 | 27,033,584 | 1.83% |
31 Mar, 23 | 26,548,485 | 3.79% |
31 Dec, 22 | 25,580,177 | 2.08% |
30 Sep, 22 | 25,059,691 | -0.46% |
30 Jun, 22 | 25,175,647 | 0.89% |
31 Mar, 22 | 24,952,583 | 0.35% |
31 Dec, 21 | 24,866,721 | 2.08% |
30 Sep, 21 | 24,359,308 | 1.05% |
30 Jun, 21 | 24,105,860 | -1.00% |
31 Mar, 21 | 24,350,502 | 8.58% |
31 Dec, 20 | 22,426,066 | -3.77% |
30 Sep, 20 | 23,305,527 | 4.48% |
30 Jun, 20 | 22,305,341 | 11.30% |
31 Mar, 20 | 20,040,401 | 31.34% |
31 Dec, 19 | 15,258,846 | 12.87% |
30 Sep, 19 | 13,519,269 | 158782.00% |
30 Jun, 19 | 8,509 | - |
31 Mar, 19 | 8,509 | - |
CrossFirst Bankshares (CFB) has 6.13M shares outstanding as of 30 Jun 24, down -78.47% compared to the previous quarter.
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 12.38% | 0.37% |
31 Mar, 24 | 57.69% | 1.84% |
31 Dec, 23 | 55.95% | 1.92% |
30 Sep, 23 | 54.03% | 1.75% |
30 Jun, 23 | 55.58% | 1.87% |
31 Mar, 23 | 54.59% | 2.30% |
31 Dec, 22 | 48.72% | 1.88% |
30 Sep, 22 | 50.87% | 1.99% |
30 Jun, 22 | 50.60% | 2.05% |
31 Mar, 22 | 49.66% | 2.09% |
31 Dec, 21 | 48.77% | 2.14% |
30 Sep, 21 | 47.77% | 2.22% |
30 Jun, 21 | 46.43% | 2.14% |
31 Mar, 21 | 46.54% | 2.37% |
31 Dec, 20 | 44.33% | 2.33% |
30 Sep, 20 | 43.67% | 2.42% |
30 Jun, 20 | 42.45% | 3.21% |
31 Mar, 20 | 36.37% | 3.55% |
31 Dec, 19 | 32.00% | 4.09% |
30 Sep, 19 | 27.96% | 7906661.17% |
30 Jun, 19 | 0.02% | 5319.15% |
31 Mar, 19 | 0.02% | - |
As of 30 Jun 24, CrossFirst Bankshares is held by 12.38% institutional shareholders, representing a 0.37% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 25 | -65.75% |
31 Mar, 24 | 73 | 1.39% |
31 Dec, 23 | 72 | 53.19% |
30 Sep, 23 | 47 | -16.07% |
30 Jun, 23 | 56 | 3.70% |
31 Mar, 23 | 54 | 5.88% |
31 Dec, 22 | 51 | 4.08% |
30 Sep, 22 | 49 | 13.95% |
30 Jun, 22 | 43 | -17.31% |
31 Mar, 22 | 52 | -7.14% |
31 Dec, 21 | 56 | 40.00% |
30 Sep, 21 | 40 | 25.00% |
30 Jun, 21 | 32 | -30.43% |
31 Mar, 21 | 46 | -2.13% |
31 Dec, 20 | 47 | 67.86% |
30 Sep, 20 | 28 | -37.78% |
30 Jun, 20 | 45 | -4.26% |
31 Mar, 20 | 47 | 14.63% |
31 Dec, 19 | 41 | -24.07% |
30 Sep, 19 | 54 | - |
30 Jun, 19 | - | -100.00% |
31 Mar, 19 | 1 | - |
25 institutional shareholders have increased their position in CFB stock as of 30 Jun 24 compared to 73 in the previous quarter (a -65.75% decrease).
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 15 | -63.41% |
31 Mar, 24 | 41 | 28.13% |
31 Dec, 23 | 32 | -20.00% |
30 Sep, 23 | 40 | 11.11% |
30 Jun, 23 | 36 | 2.86% |
31 Mar, 23 | 35 | -5.41% |
31 Dec, 22 | 37 | 8.82% |
30 Sep, 22 | 34 | -12.82% |
30 Jun, 22 | 39 | -2.50% |
31 Mar, 22 | 40 | 53.85% |
31 Dec, 21 | 26 | -18.75% |
30 Sep, 21 | 32 | -21.95% |
30 Jun, 21 | 41 | 36.67% |
31 Mar, 21 | 30 | 36.36% |
31 Dec, 20 | 22 | 29.41% |
30 Sep, 20 | 17 | 30.77% |
30 Jun, 20 | 13 | 30.00% |
31 Mar, 20 | 10 | 42.86% |
31 Dec, 19 | 7 | - |
30 Sep, 19 | - | - |
30 Jun, 19 | - | - |
31 Mar, 19 | - | - |
15 institutional shareholders have reduced their position in CFB stock as of 30 Jun 24 compared to 41 in the previous quarter (a -63.41% decrease).
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 59 | -59.59% | 6,128,037 | -78.47% | 12.38% | 0.37% | 25 | -65.75% | 15 | -63.41% |
31 Mar, 24 | 146 | 5.80% | 28,462,203 | 2.57% | 57.69% | 1.84% | 73 | 1.39% | 41 | 28.13% |
31 Dec, 23 | 138 | 6.98% | 27,747,948 | 3.55% | 55.95% | 1.92% | 72 | 53.19% | 32 | -20.00% |
30 Sep, 23 | 129 | -0.77% | 26,797,516 | -0.87% | 54.03% | 1.75% | 47 | -16.07% | 40 | 11.11% |
30 Jun, 23 | 130 | 6.56% | 27,033,584 | 1.83% | 55.58% | 1.87% | 56 | 3.70% | 36 | 2.86% |
31 Mar, 23 | 122 | 1.67% | 26,548,485 | 3.79% | 54.59% | 2.30% | 54 | 5.88% | 35 | -5.41% |
31 Dec, 22 | 120 | 3.45% | 25,580,177 | 2.08% | 48.72% | 1.88% | 51 | 4.08% | 37 | 8.82% |
30 Sep, 22 | 116 | 0.87% | 25,059,691 | -0.46% | 50.87% | 1.99% | 49 | 13.95% | 34 | -12.82% |
30 Jun, 22 | 115 | 0.88% | 25,175,647 | 0.89% | 50.60% | 2.05% | 43 | -17.31% | 39 | -2.50% |
31 Mar, 22 | 114 | 4.59% | 24,952,583 | 0.35% | 49.66% | 2.09% | 52 | -7.14% | 40 | 53.85% |
31 Dec, 21 | 109 | 10.10% | 24,866,721 | 2.08% | 48.77% | 2.14% | 56 | 40.00% | 26 | -18.75% |
30 Sep, 21 | 99 | 4.21% | 24,359,308 | 1.05% | 47.77% | 2.22% | 40 | 25.00% | 32 | -21.95% |
30 Jun, 21 | 95 | 1.06% | 24,105,860 | -1.00% | 46.43% | 2.14% | 32 | -30.43% | 41 | 36.67% |
31 Mar, 21 | 94 | 8.05% | 24,350,502 | 8.58% | 46.54% | 2.37% | 46 | -2.13% | 30 | 36.36% |
31 Dec, 20 | 87 | 14.47% | 22,426,066 | -3.77% | 44.33% | 2.33% | 47 | 67.86% | 22 | 29.41% |
30 Sep, 20 | 76 | 2.70% | 23,305,527 | 4.48% | 43.67% | 2.42% | 28 | -37.78% | 17 | 30.77% |
30 Jun, 20 | 74 | 12.12% | 22,305,341 | 11.30% | 42.45% | 3.21% | 45 | -4.26% | 13 | 30.00% |
31 Mar, 20 | 66 | 3.13% | 20,040,401 | 31.34% | 36.37% | 3.55% | 47 | 14.63% | 10 | 42.86% |
31 Dec, 19 | 64 | 16.36% | 15,258,846 | 12.87% | 32.00% | 4.09% | 41 | -24.07% | 7 | - |
30 Sep, 19 | 55 | 5400.00% | 13,519,269 | 158782.00% | 27.96% | 7906661.17% | 54 | - | - | - |
30 Jun, 19 | 1 | - | 8,509 | - | 0.02% | 5319.15% | - | -100.00% | - | - |
31 Mar, 19 | 1 | - | 8,509 | - | 0.02% | - | 1 | - | - | - |
CrossFirst Bankshares Insider Shareholders Trades
Open Market Insider Trades
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
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 CrossFirst Bankshares's stock was made by Clouse Benjamin R on Jul 30 2024, selling 490 shares at $18.68 per share (valued at $9.15K).
CrossFirst Bankshares Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | 4 | 8 | 50.00% |
Q2 2024 | 12 | 2 | 600.00% |
Q1 2024 | 30 | 41 | 73.17% |
Q4 2023 | - | 6 | - |
Q3 2023 | 4 | 8 | 50.00% |
Q2 2023 | 16 | 4 | 400.00% |
Q1 2023 | 44 | 38 | 115.79% |
Q4 2022 | - | 1 | - |
Q3 2022 | 5 | 5 | 100.00% |
Q2 2022 | 17 | 4 | 425.00% |
Q1 2022 | 25 | 33 | 75.76% |
Q4 2021 | 5 | 7 | 71.43% |
Q3 2021 | 4 | 11 | 36.36% |
Q2 2021 | 16 | 12 | 133.33% |
Q1 2021 | 26 | 43 | 60.47% |
Q4 2020 | 6 | 17 | 35.29% |
Q3 2020 | 6 | 34 | 17.65% |
Q2 2020 | 22 | 10 | 220.00% |
Q1 2020 | 30 | 13 | 230.77% |
Q4 2019 | 6 | 10 | 60.00% |
4 total buy trades, and 8 total sell trades (buy/sell ratio of 0.50%) were made by CrossFirst Bankshares's insiders, as of Q3 2024.
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | - | - | - |
Q2 2024 | - | - | - |
Q1 2024 | - | - | - |
Q4 2023 | - | 6 | - |
Q3 2023 | - | - | - |
Q2 2023 | 2 | - | - |
Q1 2023 | 1 | 2 | 50.00% |
Q4 2022 | - | 1 | - |
Q3 2022 | 2 | 3 | 66.67% |
Q2 2022 | - | 2 | - |
Q1 2022 | - | 3 | - |
Q4 2021 | 3 | 7 | 42.86% |
Q3 2021 | - | 2 | - |
Q2 2021 | - | 7 | - |
Q1 2021 | 1 | 15 | 6.67% |
Q4 2020 | - | 5 | - |
Q3 2020 | - | 12 | - |
Q2 2020 | 1 | - | - |
Q1 2020 | 3 | 1 | 300.00% |
Q4 2019 | - | - | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of CrossFirst Bankshares's stocks.
CrossFirst Bankshares Peer Ownership
Ticker | Company |
---|---|
HBCP | Home Bancorp, Inc. |
GSBC | Great Southern Bancorp, Inc. |
CIVB | Civista Bancshares, Inc. |
FCAP | First Capital, Inc. |
FNWD | Finward Bancorp |
LBC | Luther Burbank Corporation |
CWBC | Community West Bancshares |
FFNW | First Financial Northwest, Inc. |
HMNF | HMN Financial, Inc. |
FMBH | First Mid Bancshares, Inc. |
HVBC | HV Bancorp, Inc. |
HFBL | Home Federal Bancorp, Inc. of Louisiana |
FNWB | First Northwest Bancorp |
MGYR | Magyar Bancorp, Inc. |
FRAF | Franklin Financial Services Corporation |
CFB Ownership FAQ
Who Owns CrossFirst Bankshares?
CrossFirst Bankshares is owned by institutional shareholders (12.38%), insiders (12.99%), and public (74.64%). The largest institutional shareholder of CrossFirst Bankshares is T. ROWE PRICE INVESTMENT MANAGEMENT, INC. (13.55% of total shares) and the top mutual fund owner is T. Rowe Price Small-Cap Stock Fund, Inc. (0.37% of total shares).
Who are the major institutional shareholders of CrossFirst Bankshares?
CrossFirst Bankshares's major institutional shareholders are T. ROWE PRICE INVESTMENT MANAGEMENT, INC., BLACKROCK INC., VANGUARD GROUP INC, DIMENSIONAL FUND ADVISORS LP, and BANC FUNDS CO LLC. The top five shareholders own together 31.66% of the company's share outstanding.
How many CrossFirst Bankshares shareholders are there?
As of Jun 2024, there are 59 institutional shareholders of CrossFirst Bankshares.
What percentage of CrossFirst Bankshares is owned by T. ROWE PRICE INVESTMENT MANAGEMENT, INC?
T. ROWE PRICE INVESTMENT MANAGEMENT, INC owns 6.71M shares of CrossFirst Bankshares, representing 13.55% of the company's total shares outstanding, valued at $94.06M (as of Jun 2024).
What percentage of CrossFirst Bankshares is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 3.54M shares of CrossFirst Bankshares (CFB), compromising 7.15% of the company, valued at $49.62M.
What percentage of CrossFirst Bankshares is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of CrossFirst Bankshares. The company owns 2.18M of the company's shares outstanding (worth $30.63M).