CNFinance Ownership 2024 | Who Owns CNFinance Now?


OverviewRevenueFinancialsChartTranscripts

Institutional Ownership

0.53%

Insider Ownership

1.34%

Retail Ownership

98.13%

Institutional Holders

9.00

CNFinance Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PALOMA PARTNERS MANAGEMENT CO4.45%0.14%3,053,377--4,946,471Jun 30, 2024
GAGNON SECURITIES LLC2.22%0.55%1,520,330-12,609-0.82%2,462,935Jun 30, 2024
GAGNON ADVISORS, LLC1.14%0.97%784,717--1,271,242Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP0.27%0.00%186,352-696-0.37%302,073Jun 30, 2024
SAVANT CAPITAL, LLC0.10%0.00%66,140--107,147Jun 30, 2024
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC0.08%0.03%57,000--92,340Jun 30, 2024
RHUMBLINE ADVISERS0.05%-30,913-610-1.94%50,078Jun 30, 2024
MORGAN STANLEY0.03%-22,082-2,114-8.74%35,773Jun 30, 2024
BANK OF NEW YORK MELLON CORP0.02%-11,04840.04%17,898Jun 30, 2024
TILLMAN HARTLEY LLC0.01%0.01%10,298--16,683Jun 30, 2024
BANK OF AMERICA CORP /DE/0.01%-9,730--15,762Jun 30, 2024
UBS GROUP AG0.00%-2,7431,721168.40%4,444Jun 30, 2024
CIBC PRIVATE WEALTH GROUP, LLC0.00%-1,339--2,089Jun 30, 2024
BNP PARIBAS ARBITRAGE, SNC0.00%-800-100-11.11%1,296Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.0.00%-450450100.00%729Jun 30, 2024
JPMORGAN CHASE & CO0.00%-260--421Jun 30, 2024
MORTON BROWN FAMILY WEALTH, LLC0.00%0.00%250--280Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.00%-146--237Jun 30, 2024
ALLWORTH FINANCIAL LP0.00%-70--77Jun 30, 2024
EVERSOURCE WEALTH ADVISORS, LLC0.00%-40--43Jun 30, 2024

CNFinance's largest institutional shareholder is PALOMA PARTNERS MANAGEMENT CO, holding 4.45% of the company's total share outstanding, currently valued at $4.95M. The top 10 institutional shareholders own together 8.37% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
GAGNON ADVISORS, LLC1.14%0.97%784,717--1,271,242Jun 30, 2024
GAGNON SECURITIES LLC2.22%0.55%1,520,330-12,609-0.82%2,462,935Jun 30, 2024
PALOMA PARTNERS MANAGEMENT CO4.45%0.14%3,053,377--4,946,471Jun 30, 2024
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC0.08%0.03%57,000--92,340Jun 30, 2024
TILLMAN HARTLEY LLC0.01%0.01%10,298--16,683Jun 30, 2024
SAVANT CAPITAL, LLC0.10%0.00%66,140--107,147Jun 30, 2024
MORTON BROWN FAMILY WEALTH, LLC0.00%0.00%250--280Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP0.27%0.00%186,352-696-0.37%302,073Jun 30, 2024
RHUMBLINE ADVISERS0.05%-30,913-610-1.94%50,078Jun 30, 2024
CIBC PRIVATE WEALTH GROUP, LLC0.00%-1,339--2,089Jun 30, 2024
BANK OF NEW YORK MELLON CORP0.02%-11,04840.04%17,898Jun 30, 2024
EVERSOURCE WEALTH ADVISORS, LLC0.00%-40--43Jun 30, 2024
MORGAN STANLEY0.03%-22,082-2,114-8.74%35,773Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.0.00%-450450100.00%729Jun 30, 2024
BANK OF AMERICA CORP /DE/0.01%-9,730--15,762Jun 30, 2024
UBS GROUP AG0.00%-2,7431,721168.40%4,444Jun 30, 2024
BNP PARIBAS ARBITRAGE, SNC0.00%-800-100-11.11%1,296Jun 30, 2024
ALLWORTH FINANCIAL LP0.00%-70--77Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.00%-146--237Jun 30, 2024
JPMORGAN CHASE & CO0.00%-260--421Jun 30, 2024

The largest CNFinance shareholder by % of total assets is GAGNON ADVISORS, LLC. The company owns 784.72K shares of CNFinance (CNF), representing 0.97% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
UBS GROUP AG0.00%-2,7431,721168.40%4,444Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.0.00%-450450100.00%729Jun 30, 2024
BANK OF NEW YORK MELLON CORP0.02%-11,04840.04%17,898Jun 30, 2024
JPMORGAN CHASE & CO0.00%-260--421Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.00%-146--237Jun 30, 2024
ALLWORTH FINANCIAL LP0.00%-70--77Jun 30, 2024
BANK OF AMERICA CORP /DE/0.01%-9,730--15,762Jun 30, 2024
EVERSOURCE WEALTH ADVISORS, LLC0.00%-40--43Jun 30, 2024
CIBC PRIVATE WEALTH GROUP, LLC0.00%-1,339--2,089Jun 30, 2024
MORTON BROWN FAMILY WEALTH, LLC0.00%0.00%250--280Jun 30, 2024
SAVANT CAPITAL, LLC0.10%0.00%66,140--107,147Jun 30, 2024
TILLMAN HARTLEY LLC0.01%0.01%10,298--16,683Jun 30, 2024
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC0.08%0.03%57,000--92,340Jun 30, 2024
PALOMA PARTNERS MANAGEMENT CO4.45%0.14%3,053,377--4,946,471Jun 30, 2024
GAGNON ADVISORS, LLC1.14%0.97%784,717--1,271,242Jun 30, 2024
BNP PARIBAS ARBITRAGE, SNC0.00%-800-100-11.11%1,296Jun 30, 2024
RHUMBLINE ADVISERS0.05%-30,913-610-1.94%50,078Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP0.27%0.00%186,352-696-0.37%302,073Jun 30, 2024
MORGAN STANLEY0.03%-22,082-2,114-8.74%35,773Jun 30, 2024
GAGNON SECURITIES LLC2.22%0.55%1,520,330-12,609-0.82%2,462,935Jun 30, 2024

As of Jun 30 2024, CNFinance's largest institutional buyer is UBS GROUP AG. The company purchased 1.72K stocks of CNF, valued at $4.44K.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
JBF CAPITAL, INC.----60,255-100.00%-Jun 30, 2024
CYRUS J. LAWRENCE, LLC----20,086-100.00%-Jun 30, 2024
GAGNON SECURITIES LLC2.22%0.55%1,520,330-12,609-0.82%2,462,935Jun 30, 2024
MORGAN STANLEY0.03%-22,082-2,114-8.74%35,773Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP0.27%0.00%186,352-696-0.37%302,073Jun 30, 2024
RHUMBLINE ADVISERS0.05%-30,913-610-1.94%50,078Jun 30, 2024
BNP PARIBAS ARBITRAGE, SNC0.00%-800-100-11.11%1,296Jun 30, 2024
GAGNON ADVISORS, LLC1.14%0.97%784,717--1,271,242Jun 30, 2024
PALOMA PARTNERS MANAGEMENT CO4.45%0.14%3,053,377--4,946,471Jun 30, 2024
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC0.08%0.03%57,000--92,340Jun 30, 2024
TILLMAN HARTLEY LLC0.01%0.01%10,298--16,683Jun 30, 2024
SAVANT CAPITAL, LLC0.10%0.00%66,140--107,147Jun 30, 2024
MORTON BROWN FAMILY WEALTH, LLC0.00%0.00%250--280Jun 30, 2024
CIBC PRIVATE WEALTH GROUP, LLC0.00%-1,339--2,089Jun 30, 2024
EVERSOURCE WEALTH ADVISORS, LLC0.00%-40--43Jun 30, 2024
BANK OF AMERICA CORP /DE/0.01%-9,730--15,762Jun 30, 2024
ALLWORTH FINANCIAL LP0.00%-70--77Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.00%-146--237Jun 30, 2024
JPMORGAN CHASE & CO0.00%-260--421Jun 30, 2024
BANK OF NEW YORK MELLON CORP0.02%-11,04840.04%17,898Jun 30, 2024

As of Jun 30 2024, CNFinance's biggest institutional seller is JBF CAPITAL, INC.. The company sold -60.26K shares of CNF, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ADVISOR GROUP HOLDINGS, INC.0.00%-450450100.00%729Jun 30, 2024

CNFinance's largest new institutional shareholder by number of shares is ADVISOR GROUP HOLDINGS, INC., purchased 450.00 shares, valued at $729.00, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
JBF CAPITAL, INC.----60,255-100.00%-Jun 30, 2024
CYRUS J. LAWRENCE, LLC----20,086-100.00%-Jun 30, 2024

CNFinance's largest sold out institutional shareholder by shares sold is JBF CAPITAL, INC., sold -60.26K shares, valued at -, as of undefined.

CNFinance Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
Gabelli 787 Fund, Inc.0.03%2,566--Jan 31, 2024
TCW STRATEGIC INCOME FUND INC0.00%12,926--Mar 31, 2024
GDL FUND0.00%2,237--Dec 29, 2023
GABELLI INVESTOR FUNDS INC0.00%2,119--Dec 29, 2023
Brookfield Real Assets Income Fund Inc.0.00%7,725--Mar 31, 2024
METROPOLITAN WEST FUNDS0.00%346,539--Mar 28, 2024
DFA INVESTMENT TRUST CO0.00%46,226--Jan 31, 2024
SA FUNDS INVESTMENT TRUST0.00%2,708--Mar 31, 2024
Series Portfolios Trust0.00%900--Jan 31, 2024
RUSSELL INVESTMENT CO0.00%43,617--Jan 31, 2024
SPDR INDEX SHARES FUNDS0.00%22,300--Mar 31, 2024
Amplify ETF Trust0.00%1,906--Mar 31, 2024
AMERICAN CENTURY ETF TRUST0.00%6,471--Feb 29, 2024
DIMENSIONAL EMERGING MARKETS VALUE FUND0.00%5,312--Jan 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%19,499-65,615-77.09%Jan 31, 2024
TRUST FOR PROFESSIONAL MANAGERS0.00%4,7953,843403.68%Feb 29, 2024
Dimensional ETF Trust0.00%1,515--Jan 31, 2024
EQ ADVISORS TRUST0.00%1,765--Mar 31, 2024

CNFinance's largest mutual fund holder by % of total assets is "Gabelli 787 Fund, Inc.", owning 2.57K shares, compromising 0.03% of its total assets.

CNFinance Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 249-60.87%
31 Mar, 24234.55%
31 Dec, 2322-8.33%
30 Sep, 2324-
30 Jun, 232414.29%
31 Mar, 2321-19.23%
31 Dec, 222618.18%
30 Sep, 2222-26.67%
30 Jun, 2230100.00%
31 Mar, 221515.38%
31 Dec, 2113160.00%
30 Sep, 215-
30 Jun, 215-28.57%
31 Mar, 21775.00%
31 Dec, 204-
30 Sep, 204-20.00%
30 Jun, 20525.00%
31 Mar, 20433.33%
31 Dec, 193-25.00%
30 Sep, 194-20.00%
30 Jun, 195150.00%
31 Mar, 192-33.33%
31 Dec, 183-

As of 30 Jun 24, 9 institutions are holding CNFinance's shares, representing a decrease of -60.87% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 24363,410-93.84%
31 Mar, 245,902,049-1.08%
31 Dec, 235,966,735-14.62%
30 Sep, 236,988,673-12.44%
30 Jun, 237,981,92814.42%
31 Mar, 236,976,013-2.99%
31 Dec, 227,191,209-8.77%
30 Sep, 227,882,15142.70%
30 Jun, 225,523,61591.10%
31 Mar, 222,890,4688.11%
31 Dec, 212,673,54924.26%
30 Sep, 212,151,6353.23%
30 Jun, 212,084,403-1.45%
31 Mar, 212,114,998115.08%
31 Dec, 20983,36978.77%
30 Sep, 20550,087-0.26%
30 Jun, 20551,5043.02%
31 Mar, 20535,3460.58%
31 Dec, 19532,2825.58%
30 Sep, 19504,142-0.52%
30 Jun, 19506,7531.46%
31 Mar, 19499,452-0.21%
31 Dec, 18500,505-

CNFinance (CNF) has 363.41K shares outstanding as of 30 Jun 24, down -93.84% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 240.53%0.67%
31 Mar, 248.91%10.98%
31 Dec, 239.01%9.82%
30 Sep, 239.58%7.07%
30 Jun, 2311.64%11.25%
31 Mar, 2310.17%11.46%
31 Dec, 229.42%5.02%
30 Sep, 2213.70%21.12%
30 Jun, 228.05%45.34%
31 Mar, 224.21%27.73%
31 Dec, 213.90%39.61%
30 Sep, 213.14%33.97%
30 Jun, 213.04%31.96%
31 Mar, 213.08%138.07%
31 Dec, 201.49%232.29%
30 Sep, 200.80%104.54%
30 Jun, 200.88%132.17%
31 Mar, 200.81%166.95%
31 Dec, 190.70%127.82%
30 Sep, 190.74%129.22%
30 Jun, 190.76%139.21%
31 Mar, 190.74%114.51%
31 Dec, 180.80%-

As of 30 Jun 24, CNFinance is held by 0.53% institutional shareholders, representing a 0.67% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 241-80.00%
31 Mar, 24525.00%
31 Dec, 234-20.00%
30 Sep, 235-16.67%
30 Jun, 236200.00%
31 Mar, 232-60.00%
31 Dec, 225-44.44%
30 Sep, 229-64.00%
30 Jun, 2225127.27%
31 Mar, 2211-8.33%
31 Dec, 2112500.00%
30 Sep, 212100.00%
30 Jun, 211-85.71%
31 Mar, 217250.00%
31 Dec, 202-
30 Sep, 20--100.00%
30 Jun, 202-
31 Mar, 202100.00%
31 Dec, 191-
30 Sep, 191-75.00%
30 Jun, 194300.00%
31 Mar, 191-66.67%
31 Dec, 183-

1 institutional shareholders have increased their position in CNF stock as of 30 Jun 24 compared to 5 in the previous quarter (a -80.00% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 242-33.33%
31 Mar, 243-25.00%
31 Dec, 23433.33%
30 Sep, 233-25.00%
30 Jun, 234-42.86%
31 Mar, 237-30.00%
31 Dec, 221042.86%
30 Sep, 227600.00%
30 Jun, 221-66.67%
31 Mar, 223200.00%
31 Dec, 211-50.00%
30 Sep, 212-
30 Jun, 212-
31 Mar, 21--100.00%
31 Dec, 201-50.00%
30 Sep, 202100.00%
30 Jun, 201-
31 Mar, 201-
31 Dec, 191-50.00%
30 Sep, 192-
30 Jun, 19--
31 Mar, 19--
31 Dec, 18--

2 institutional shareholders have reduced their position in CNF stock as of 30 Jun 24 compared to 3 in the previous quarter (a -33.33% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 249-60.87%363,410-93.84%0.53%0.67%1-80.00%2-33.33%
31 Mar, 24234.55%5,902,049-1.08%8.91%10.98%525.00%3-25.00%
31 Dec, 2322-8.33%5,966,735-14.62%9.01%9.82%4-20.00%433.33%
30 Sep, 2324-6,988,673-12.44%9.58%7.07%5-16.67%3-25.00%
30 Jun, 232414.29%7,981,92814.42%11.64%11.25%6200.00%4-42.86%
31 Mar, 2321-19.23%6,976,013-2.99%10.17%11.46%2-60.00%7-30.00%
31 Dec, 222618.18%7,191,209-8.77%9.42%5.02%5-44.44%1042.86%
30 Sep, 2222-26.67%7,882,15142.70%13.70%21.12%9-64.00%7600.00%
30 Jun, 2230100.00%5,523,61591.10%8.05%45.34%25127.27%1-66.67%
31 Mar, 221515.38%2,890,4688.11%4.21%27.73%11-8.33%3200.00%
31 Dec, 2113160.00%2,673,54924.26%3.90%39.61%12500.00%1-50.00%
30 Sep, 215-2,151,6353.23%3.14%33.97%2100.00%2-
30 Jun, 215-28.57%2,084,403-1.45%3.04%31.96%1-85.71%2-
31 Mar, 21775.00%2,114,998115.08%3.08%138.07%7250.00%--100.00%
31 Dec, 204-983,36978.77%1.49%232.29%2-1-50.00%
30 Sep, 204-20.00%550,087-0.26%0.80%104.54%--100.00%2100.00%
30 Jun, 20525.00%551,5043.02%0.88%132.17%2-1-
31 Mar, 20433.33%535,3460.58%0.81%166.95%2100.00%1-
31 Dec, 193-25.00%532,2825.58%0.70%127.82%1-1-50.00%
30 Sep, 194-20.00%504,142-0.52%0.74%129.22%1-75.00%2-
30 Jun, 195150.00%506,7531.46%0.76%139.21%4300.00%--
31 Mar, 192-33.33%499,452-0.21%0.74%114.51%1-66.67%--
31 Dec, 183-500,505-0.80%-3---

CNFinance Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Nov 14, 2005Pileggi Jenniferofficer SVP, General Counsel & SecM-ExemptSell567$25.44$14.42K6,100
Nov 14, 2005Pileggi Jenniferofficer SVP, General Counsel & SecM-ExemptSell600$31.38$18.83K4,400
Nov 14, 2005Pileggi Jenniferofficer SVP, General Counsel & SecM-ExemptSell1,400$32.96$46.14K4,200

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jan 24, 2006Pileggi Jenniferofficer SVP, General Counsel & SecA-AwardBuy14,189$55.20$783.23K14,189
Jan 24, 2006Pileggi Jenniferofficer SVP, General Counsel & SecA-AwardBuy1,811$55.20$99.97K1,811
Jan 24, 2006Pileggi Jenniferofficer SVP, General Counsel & SecJ-OtherBuy-$56.17$53.65537
Jan 24, 2006Pileggi Jenniferofficer SVP, General Counsel & SecJ-OtherBuy2--71
Nov 14, 2005Pileggi Jenniferofficer SVP, General Counsel & SecM-ExemptSell567$25.44$14.42K6,100
Nov 14, 2005Pileggi Jenniferofficer SVP, General Counsel & SecM-ExemptBuy6,100$25.44$155.17K6,100
Nov 14, 2005Pileggi Jenniferofficer SVP, General Counsel & SecM-ExemptSell600$31.38$18.83K4,400
Nov 14, 2005Pileggi Jenniferofficer SVP, General Counsel & SecM-ExemptSell1,400$32.96$46.14K4,200
Nov 14, 2005Pileggi Jenniferofficer SVP, General Counsel & SecM-ExemptBuy2,500$30.75$76.88K2,500
Nov 14, 2005Pileggi Jenniferofficer SVP, General Counsel & SecM-ExemptBuy600$31.38$18.83K2,000
Nov 14, 2005Pileggi Jenniferofficer SVP, General Counsel & SecM-ExemptBuy1,400$32.96$46.14K1,400
Nov 14, 2005Pileggi Jenniferofficer SVP, General Counsel & SecM-ExemptBuy567$25.44$14.42K567
Nov 14, 2005Pileggi Jenniferofficer SVP, General Counsel & SecJ-OtherBuy5$53.05$287.23536
Nov 14, 2005Pileggi Jenniferofficer SVP, General Counsel & SecJ-OtherBuy1$50.55$53.02531
Nov 14, 2005Pileggi Jenniferofficer SVP, General Counsel & SecJ-OtherBuy17$46.41$817.70530
Nov 14, 2005Pileggi Jenniferofficer SVP, General Counsel & SecJ-OtherBuy1$44.00$51.13512
Nov 14, 2005Pileggi Jenniferofficer SVP, General Counsel & SecJ-OtherBuy25$46.35$1.18K511
Nov 14, 2005Pileggi Jenniferofficer SVP, General Counsel & SecJ-OtherBuy-$49.34$48.48485
Nov 14, 2005Pileggi Jenniferofficer SVP, General Counsel & SecJ-OtherBuy---68
Nov 14, 2005Pileggi Jenniferofficer SVP, General Counsel & SecJ-OtherBuy2--67

The last insider sell of CNFinance's stock was made by Pileggi Jennifer on Nov 14 2005, selling 567 shares at $25.44 per share (valued at $14.42K).

CNFinance Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio

CNFinance Peer Ownership


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CNF Ownership FAQ


CNFinance is owned by institutional shareholders (0.53%), insiders (1.34%), and public (98.13%). The largest institutional shareholder of CNFinance is PALOMA PARTNERS MANAGEMENT CO (4.45% of total shares) and the top mutual fund owner is Gabelli 787 Fund, Inc. (0.03% of total shares).

CNFinance's major institutional shareholders are PALOMA PARTNERS MANAGEMENT CO, GAGNON SECURITIES LLC, GAGNON ADVISORS, LLC, DIMENSIONAL FUND ADVISORS LP, and SAVANT CAPITAL, LLC. The top five shareholders own together 8.18% of the company's share outstanding.

As of Jun 2024, there are 9 institutional shareholders of CNFinance.

PALOMA PARTNERS MANAGEMENT CO owns 3.05M shares of CNFinance, representing 4.45% of the company's total shares outstanding, valued at $4.95M (as of Jun 2024).

As of Jun 2024, GAGNON SECURITIES LLC holds 1.52M shares of CNFinance (CNF), compromising 2.22% of the company, valued at $2.46M.

GAGNON ADVISORS, LLC is the third largest holder of CNFinance. The company owns 784.72K of the company's shares outstanding (worth $1.27M).