Catalyst Bancorp Ownership | Who Owns Catalyst Bancorp?
Catalyst Bancorp Ownership Summary
Catalyst Bancorp is owned by 21.89% institutional investors, 14.55% insiders, and 63.57% retail investors. Vanguard group is the largest institutional shareholder, holding 6.12% of CLST shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.44% of its assets in Catalyst Bancorp shares.
CLST Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Catalyst Bancorp | 21.89% | 14.55% | 63.57% |
| Sector | Financial Services Stocks | 43.07% | 12.53% | 44.40% |
| Industry | Regional Banks Stocks | 49.28% | 11.59% | 39.13% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 251.14K | 6.12% | $2.91M |
| Alliancebernstein | 213.04K | 5.19% | $2.47M |
| Graham capital wealth management | 160.33K | 3.91% | $1.86M |
| Blackrock | 66.60K | 1.62% | $771.23K |
| Stilwell value | 39.99K | 0.97% | $463.10K |
| Kestra advisory services | 35.00K | 0.85% | $405.30K |
| Dryden capital | 30.59K | 0.75% | $354.27K |
| Summit financial wealth advisors | 26.80K | 0.65% | $310.34K |
| Geode capital management | 23.97K | 0.58% | $277.67K |
| Northwestern mutual wealth management | 15.00K | 0.37% | $173.70K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Graham capital wealth management | 160.33K | 2.51% | $1.86M |
| Dryden capital | 30.59K | 0.60% | $354.27K |
| Stilwell value | 39.99K | 0.24% | $463.10K |
| Raffles associates lp | 10.55K | 0.14% | $122.23K |
| Summit financial wealth advisors | 26.80K | 0.06% | $310.34K |
| Basswood capital management | 11.25K | 0.01% | $103.01K |
| Kestra advisory services | 35.00K | 0.00% | $405.30K |
| American capital advisory | 250.00 | 0.00% | $2.71K |
| Newedge advisors | 12.50K | 0.00% | $144.75K |
| Alliancebernstein | 213.04K | 0.00% | $2.47M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Graham capital wealth management | 160.33K | 2.51% | 99.91K |
| Newedge advisors | 12.50K | 0.00% | 10.50K |
| American capital advisory | 250.00 | 0.00% | 250.00 |
| Bank of america corp /de/ | 116.00 | - | 116.00 |
| Royal bank of canada | 83.00 | - | 33.00 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Alliancebernstein | 213.04K | 0.00% | -86.05K |
| Geode capital management | 23.97K | - | -15.42K |
| Morgan stanley | - | - | -15.00K |
| Arcus capital partners | - | - | -12.48K |
| Spire wealth management | - | - | -10.00K |
Sold Out
| Holder | Change |
|---|---|
| Wells fargo & company/mn | -35.00 |
| Spire wealth management | -10.00K |
| Arcus capital partners | -12.48K |
| Morgan stanley | -15.00K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 18 | -10.00% | 898,034 | -3.16% | 21 | 5.77% | 5 | -16.67% | 4 | -42.86% |
| Mar 31, 2024 | 20 | 11.11% | 927,340 | 6.40% | 19 | 8.23% | 6 | - | 7 | 133.33% |
| Dec 31, 2023 | 18 | 12.50% | 871,551 | 0.95% | 15 | 3.14% | 6 | 50.00% | 3 | - |
| Sep 30, 2023 | 16 | 6.67% | 863,332 | 0.61% | 22 | 4.01% | 4 | -33.33% | 3 | 200.00% |
| Jun 30, 2023 | 15 | - | 858,127 | 1.42% | 23 | 4.38% | 6 | -25.00% | 1 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 151.20K | 3.44% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 85.57K | 1.95% | -10.73K |
| Fidelity Extended Market Index | 21.97K | 0.50% | 1.90K |
| iShares Micro-Cap ETF | 9.38K | 0.21% | - |
| Fidelity Total Market Index | 7.22K | 0.16% | 5.50K |
| Fidelity Series Total Market Index | 5.25K | 0.12% | 4.80K |
| NT Ext Equity Mkt Idx Fd - NL | 5.04K | 0.11% | - |
| Northern Trust Extended Eq Market Idx | 4.45K | 0.10% | - |
| NT Ext Equity Mkt Idx Fd - L | 4.45K | 0.10% | - |
| NT Ext Equity Mkt Idx Fd - DC - NL - T2 | 4.06K | 0.09% | 12.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 01, 2023 | Kleiser Kirk E. | - | Buy | $19.05K |
| May 18, 2023 | Bellard Ted D. | - | Buy | $16.78K |
| May 19, 2023 | Bellard Ted D. | - | Buy | $41.30 |
| May 18, 2023 | Bellard Ted D. | - | Buy | $23.96K |
| May 16, 2023 | Bellard Ted D. | - | Buy | $30.51K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2023 Q4 | 1 | - |
| 2023 Q3 | - | - |
| 2023 Q2 | 15 | - |
| 2022 Q3 | 6 | - |
| 2022 Q1 | - | - |
CLST Ownership FAQ
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