CNFinance Ownership | Who Owns CNFinance?
CNFinance Ownership Summary
CNFinance is owned by 9.88% institutional investors, 1.34% insiders, and 88.78% retail investors. Paloma partners management is the largest institutional shareholder, holding 4.45% of CNF shares. DFA Emerging Markets Core Equity I is the top mutual fund, with 0.07% of its assets in CNFinance shares.
CNF Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | CNFinance | 9.88% | 1.34% | 88.78% |
| Sector | Financial Services Stocks | 43.55% | 12.63% | 43.82% |
| Industry | Mortgage Stocks | 60.45% | 17.36% | 22.19% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Paloma partners management | 3.05M | 4.45% | $4.95M |
| Gagnon securities | 1.52M | 2.22% | $2.46M |
| Gagnon advisors | 784.72K | 1.14% | $1.27M |
| Dimensional fund advisors lp | 186.35K | 0.27% | $302.07K |
| Savant capital | 66.14K | 0.10% | $107.15K |
| Argonautica private wealth management | 57.00K | 0.08% | $92.34K |
| Rhumbline advisers | 30.91K | 0.05% | $50.08K |
| Morgan stanley | 22.08K | 0.03% | $35.77K |
| Truist financial | 20.35K | 0.03% | $32.97K |
| Creative planning | 19.32K | 0.03% | $31.30K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Gagnon advisors | 784.72K | 0.97% | $1.27M |
| Gagnon securities | 1.52M | 0.55% | $2.46M |
| Paloma partners management | 3.05M | 0.14% | $4.95M |
| Argonautica private wealth management | 57.00K | 0.03% | $92.34K |
| Tillman hartley | 10.30K | 0.01% | $16.68K |
| Savant capital | 66.14K | 0.00% | $107.15K |
| Morton brown family wealth | 250.00 | 0.00% | $280.00 |
| Truist financial | 20.35K | 0.00% | $32.97K |
| Dimensional fund advisors lp | 186.35K | 0.00% | $302.07K |
| Creative planning | 19.32K | - | $31.30K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs group | 2.74K | - | 1.72K |
| Advisor group | 450.00 | - | 450.00 |
| Bank of new york mellon | 11.05K | - | 4.00 |
| Gagnon advisors | 784.72K | 0.97% | - |
| Bank of america corp /de/ | 9.73K | - | - |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jbf capital | - | - | -60.26K |
| Cyrus j. lawrence | - | - | -20.09K |
| Gagnon securities | 1.52M | 0.55% | -12.61K |
| Truist financial | 20.35K | 0.00% | -10.00K |
| Morgan stanley | 22.08K | - | -2.11K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Advisor group | 450.00 | - | 450.00 | $729.00 |
Sold Out
| Holder | Change |
|---|---|
| Eversource wealth advisors | -40.00 |
| Qube research | -146.00 |
| Cyrus j. lawrence | -20.09K |
| Jbf capital | -60.26K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 23 | 4.55% | 5,920,559 | 2.12% | 9 | 13.82% | 6 | 100.00% | 5 | -16.67% |
| Jun 30, 2024 | 22 | -4.35% | 5,797,754 | -1.77% | 8 | 10.65% | 3 | -40.00% | 6 | 100.00% |
| Mar 31, 2024 | 23 | 4.55% | 5,902,049 | -1.08% | 8 | 10.98% | 5 | 25.00% | 3 | -25.00% |
| Dec 31, 2023 | 22 | -8.33% | 5,966,735 | -14.62% | 9 | 9.82% | 4 | -20.00% | 4 | 33.33% |
| Sep 30, 2023 | 24 | - | 6,988,673 | -12.44% | 9 | 7.07% | 5 | -16.67% | 3 | -25.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| DFA Emerging Markets Core Equity I | 48.39K | 0.07% | - |
| DFA Emerging Markets Small Cap I | 46.23K | 0.07% | - |
| DFA Emerging Markets Social Core Port | 23.41K | 0.03% | - |
| DFA World ex US Core Equity Instl | 6.18K | 0.01% | - |
| DFA Emerging Markets Value I | 5.31K | 0.01% | - |
| Dimensional EM Core Equity Acc | 4.55K | 0.01% | - |
| Dimensional World Allc 60/40 GBP Acc | 4.28K | 0.01% | -3.00 |
| DFA Emerging Markets Trgt Val Instl | 3.26K | 0.00% | -34.00 |
| Gabelli Entpr Mergers & Acquisitions Y | 2.57K | 0.00% | - |
| Dimensional Emerg Mkt Trgtd Val USD Acc | 2.22K | 0.00% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 10, 2005 | Pileggi Jennifer | SVP, General Counsel & Sec | Sell | $144.70K |
| Nov 10, 2005 | Pileggi Jennifer | SVP, General Counsel & Sec | Sell | $33.16K |
| Feb 08, 2005 | Pileggi Jennifer | SVP, General Counsel & Sec | Sell | $60.06K |
| Feb 01, 2005 | WILLIFORD JOHN H | President and CEO-MWW | Sell | $140.79K |
| Jan 31, 2005 | WILLIFORD JOHN H | President and CEO-MWW | Sell | $47.08K |
CNF Ownership FAQ
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