Conifer Ownership 2024 | Who Owns Conifer Now?

Overview RevenueFinancials Chart Transcripts

Institutional Ownership

6.16%

Insider Ownership

44.58%

Retail Ownership

49.26%

Institutional Holders

4.00

Conifer Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
AEGIS FINANCIAL CORP	3.88%	0.34%	474,519	-	-	356,126	Jun 30, 2024
IAT REINSURANCE CO LTD.	2.05%	0.04%	250,000	-	-	187,625	Jun 30, 2024
VANGUARD GROUP INC	0.28%	-	33,708	600	1.81%	25,298	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.14%	-	17,728	-2,982	-14.40%	15,173	Jun 30, 2024
SKYOAK WEALTH, LLC	0.13%	0.00%	16,469	-	-	14,096	Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.11%	0.00%	13,000	-	-	11,127	Jun 30, 2024
LAKESHORE FINANCIAL PLANNING, INC.	0.08%	0.00%	10,200	-	-	7,655	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.07%	0.00%	8,125	1,220	17.67%	6,102	Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.	0.03%	-	4,000	-	-	3,000	Jun 30, 2024
UBS GROUP AG	0.03%	-	3,079	-2,330	-43.08%	2,309	Jun 30, 2024
MORGAN STANLEY	0.00%	-	529	-	-	397	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	24	24	100.00%	18	Jun 30, 2024
JPMORGAN CHASE & CO	0.00%	-	8	1	14.29%	7	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-23	-100.00%	-	Jun 30, 2024

Conifer's largest institutional shareholder is AEGIS FINANCIAL CORP, holding 3.88% of the company's total share outstanding, currently valued at $356.13K. The top 10 institutional shareholders own together 6.80% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
AEGIS FINANCIAL CORP	3.88%	0.34%	474,519	-	-	356,126	Jun 30, 2024
IAT REINSURANCE CO LTD.	2.05%	0.04%	250,000	-	-	187,625	Jun 30, 2024
LAKESHORE FINANCIAL PLANNING, INC.	0.08%	0.00%	10,200	-	-	7,655	Jun 30, 2024
SKYOAK WEALTH, LLC	0.13%	0.00%	16,469	-	-	14,096	Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.11%	0.00%	13,000	-	-	11,127	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.07%	0.00%	8,125	1,220	17.67%	6,102	Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.	0.03%	-	4,000	-	-	3,000	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.14%	-	17,728	-2,982	-14.40%	15,173	Jun 30, 2024
UBS GROUP AG	0.03%	-	3,079	-2,330	-43.08%	2,309	Jun 30, 2024
VANGUARD GROUP INC	0.28%	-	33,708	600	1.81%	25,298	Jun 30, 2024
MORGAN STANLEY	0.00%	-	529	-	-	397	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	24	24	100.00%	18	Jun 30, 2024
JPMORGAN CHASE & CO	0.00%	-	8	1	14.29%	7	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-23	-100.00%	-	Jun 30, 2024

The largest Conifer shareholder by % of total assets is AEGIS FINANCIAL CORP. The company owns 474.52K shares of Conifer (CNFR), representing 0.34% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
TOWER RESEARCH CAPITAL LLC (TRC)	0.07%	0.00%	8,125	1,220	17.67%	6,102	Jun 30, 2024
VANGUARD GROUP INC	0.28%	-	33,708	600	1.81%	25,298	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	24	24	100.00%	18	Jun 30, 2024
JPMORGAN CHASE & CO	0.00%	-	8	1	14.29%	7	Jun 30, 2024
MORGAN STANLEY	0.00%	-	529	-	-	397	Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.	0.03%	-	4,000	-	-	3,000	Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.11%	0.00%	13,000	-	-	11,127	Jun 30, 2024
SKYOAK WEALTH, LLC	0.13%	0.00%	16,469	-	-	14,096	Jun 30, 2024
LAKESHORE FINANCIAL PLANNING, INC.	0.08%	0.00%	10,200	-	-	7,655	Jun 30, 2024
IAT REINSURANCE CO LTD.	2.05%	0.04%	250,000	-	-	187,625	Jun 30, 2024
AEGIS FINANCIAL CORP	3.88%	0.34%	474,519	-	-	356,126	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-23	-100.00%	-	Jun 30, 2024
UBS GROUP AG	0.03%	-	3,079	-2,330	-43.08%	2,309	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.14%	-	17,728	-2,982	-14.40%	15,173	Jun 30, 2024

As of Jun 30 2024, Conifer's largest institutional buyer is TOWER RESEARCH CAPITAL LLC (TRC). The company purchased 1.22K stocks of CNFR, valued at $6.10K.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
GEODE CAPITAL MANAGEMENT, LLC	0.14%	-	17,728	-2,982	-14.40%	15,173	Jun 30, 2024
UBS GROUP AG	0.03%	-	3,079	-2,330	-43.08%	2,309	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-23	-100.00%	-	Jun 30, 2024
AEGIS FINANCIAL CORP	3.88%	0.34%	474,519	-	-	356,126	Jun 30, 2024
IAT REINSURANCE CO LTD.	2.05%	0.04%	250,000	-	-	187,625	Jun 30, 2024
LAKESHORE FINANCIAL PLANNING, INC.	0.08%	0.00%	10,200	-	-	7,655	Jun 30, 2024
SKYOAK WEALTH, LLC	0.13%	0.00%	16,469	-	-	14,096	Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.11%	0.00%	13,000	-	-	11,127	Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.	0.03%	-	4,000	-	-	3,000	Jun 30, 2024
MORGAN STANLEY	0.00%	-	529	-	-	397	Jun 30, 2024
JPMORGAN CHASE & CO	0.00%	-	8	1	14.29%	7	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	24	24	100.00%	18	Jun 30, 2024
VANGUARD GROUP INC	0.28%	-	33,708	600	1.81%	25,298	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.07%	0.00%	8,125	1,220	17.67%	6,102	Jun 30, 2024

As of Jun 30 2024, Conifer's biggest institutional seller is GEODE CAPITAL MANAGEMENT, LLC. The company sold -2.98K shares of CNFR, valued at $15.17K.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
WELLS FARGO & COMPANY/MN	-	-	-	-23	-100.00%	-	Jun 30, 2024

Conifer's largest sold out institutional shareholder by shares sold is WELLS FARGO & COMPANY/MN, sold -23.00 shares, valued at -, as of undefined.

Conifer Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
AEGIS FUNDS	0.18%	430,026	-	-	Dec 31, 2023
BRIDGEWAY FUNDS INC	0.01%	13,000	-	-	Mar 28, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS	0.00%	4,822	-	-	Mar 31, 2024
FIDELITY CONCORD STREET TRUST	0.00%	20,519	-	-	Feb 29, 2024
VANGUARD INDEX FUNDS	0.00%	28,217	-23,318	-45.25%	Mar 31, 2024
VALIC Co I	0.00%	11,000	-	-	Feb 29, 2024
Dimensional ETF Trust	0.00%	2,112	-	-	Jan 31, 2024
USAA MUTUAL FUNDS TRUST	0.00%	550	-	-	Jan 31, 2024
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST	0.00%	5,315	-	-	Mar 31, 2024
EQ ADVISORS TRUST	0.00%	963	-	-	Mar 31, 2024

Conifer's largest mutual fund holder by % of total assets is "AEGIS FUNDS", owning 430.03K shares, compromising 0.18% of its total assets.

Conifer Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Jun, 24	4	-71.43%
31 Mar, 24	14	7.69%
31 Dec, 23	13	-7.14%
30 Sep, 23	14	7.69%
30 Jun, 23	13	8.33%
31 Mar, 23	12	-7.69%
31 Dec, 22	13	30.00%
30 Sep, 22	10	-9.09%
30 Jun, 22	11	-8.33%
31 Mar, 22	12	9.09%
31 Dec, 21	11	-15.38%
30 Sep, 21	13	-
30 Jun, 21	13	-
31 Mar, 21	13	-7.14%
31 Dec, 20	14	16.67%
30 Sep, 20	12	9.09%
30 Jun, 20	11	-8.33%
31 Mar, 20	12	-14.29%
31 Dec, 19	14	7.69%
30 Sep, 19	13	44.44%
30 Jun, 19	9	-25.00%
31 Mar, 19	12	-20.00%
31 Dec, 18	15	-11.76%
30 Sep, 18	17	21.43%
30 Jun, 18	14	-6.67%
31 Mar, 18	15	-11.76%
31 Dec, 17	17	-5.56%
30 Sep, 17	18	-5.26%
30 Jun, 17	19	5.56%
31 Mar, 17	18	-14.29%
31 Dec, 16	21	-
30 Sep, 16	21	10.53%
30 Jun, 16	19	11.76%
31 Mar, 16	17	-15.00%
31 Dec, 15	20	33.33%
30 Sep, 15	15	-

As of 30 Jun 24, 4 institutions are holding Conifer's shares, representing a decrease of -71.43% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 24	752,447	-11.40%
31 Mar, 24	849,256	2.97%
31 Dec, 23	824,745	-3.98%
30 Sep, 23	858,953	-30.70%
30 Jun, 23	1,239,408	0.87%
31 Mar, 23	1,228,700	50.03%
31 Dec, 22	818,972	100.64%
30 Sep, 22	408,178	-3.43%
30 Jun, 22	422,687	-4.75%
31 Mar, 22	443,762	-2.86%
31 Dec, 21	456,816	-16.56%
30 Sep, 21	547,504	92.85%
30 Jun, 21	283,898	-42.70%
31 Mar, 21	495,458	5.15%
31 Dec, 20	471,185	-0.62%
30 Sep, 20	474,126	-1.52%
30 Jun, 20	481,445	-8.71%
31 Mar, 20	527,375	-6.47%
31 Dec, 19	563,840	8.37%
30 Sep, 19	520,271	-33.40%
30 Jun, 19	781,206	-7.64%
31 Mar, 19	845,824	-25.07%
31 Dec, 18	1,128,886	-50.82%
30 Sep, 18	2,295,612	2.82%
30 Jun, 18	2,232,569	0.96%
31 Mar, 18	2,211,426	-4.81%
31 Dec, 17	2,323,112	6.64%
30 Sep, 17	2,178,488	-1.29%
30 Jun, 17	2,206,904	-11.48%
31 Mar, 17	2,493,192	1.16%
31 Dec, 16	2,464,653	11.53%
30 Sep, 16	2,209,906	-5.82%
30 Jun, 16	2,346,404	2.33%
31 Mar, 16	2,293,021	10.46%
31 Dec, 15	2,075,949	31.61%
30 Sep, 15	1,577,337	-

Conifer (CNFR) has 752.45K shares outstanding as of 30 Jun 24, down -11.40% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 24	6.16%	12.75%
31 Mar, 24	6.95%	15.26%
31 Dec, 23	6.75%	13.66%
30 Sep, 23	7.03%	6.83%
30 Jun, 23	10.15%	10.03%
31 Mar, 23	10.06%	17.14%
31 Dec, 22	7.66%	56.66%
30 Sep, 22	3.68%	19.41%
30 Jun, 22	4.35%	20.83%
31 Mar, 22	4.57%	20.58%
31 Dec, 21	4.71%	14.77%
30 Sep, 21	5.65%	65.76%
30 Jun, 21	2.93%	11.19%
31 Mar, 21	5.12%	21.35%
31 Dec, 20	4.90%	20.20%
30 Sep, 20	4.92%	19.56%
30 Jun, 20	5.02%	16.60%
31 Mar, 20	5.50%	15.91%
31 Dec, 19	5.88%	19.78%
30 Sep, 19	5.45%	6.26%
30 Jun, 19	9.33%	9.32%
31 Mar, 19	10.01%	5.61%
31 Dec, 18	13.35%	1.85%
30 Sep, 18	26.84%	3.91%
30 Jun, 18	26.20%	3.89%
31 Mar, 18	25.95%	3.49%
31 Dec, 17	27.27%	3.39%
30 Sep, 17	28.38%	3.40%
30 Jun, 17	28.91%	2.71%
31 Mar, 17	32.66%	3.12%
31 Dec, 16	32.35%	3.83%
30 Sep, 16	29.05%	3.04%
30 Jun, 16	30.89%	3.43%
31 Mar, 16	30.02%	4.07%
31 Dec, 15	27.16%	3.55%
30 Sep, 15	27.66%	-

As of 30 Jun 24, Conifer is held by 6.16% institutional shareholders, representing a 12.75% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 24	-	-100.00%
31 Mar, 24	6	100.00%
31 Dec, 23	3	-40.00%
30 Sep, 23	5	66.67%
30 Jun, 23	3	-
31 Mar, 23	3	-40.00%
31 Dec, 22	5	400.00%
30 Sep, 22	1	-66.67%
30 Jun, 22	3	50.00%
31 Mar, 22	2	100.00%
31 Dec, 21	1	-75.00%
30 Sep, 21	4	33.33%
30 Jun, 21	3	-25.00%
31 Mar, 21	4	-
31 Dec, 20	4	100.00%
30 Sep, 20	2	100.00%
30 Jun, 20	1	-75.00%
31 Mar, 20	4	33.33%
31 Dec, 19	3	-57.14%
30 Sep, 19	7	250.00%
30 Jun, 19	2	-33.33%
31 Mar, 19	3	-
31 Dec, 18	3	-57.14%
30 Sep, 18	7	75.00%
30 Jun, 18	4	-33.33%
31 Mar, 18	6	-25.00%
31 Dec, 17	8	14.29%
30 Sep, 17	7	-
30 Jun, 17	7	-12.50%
31 Mar, 17	8	-20.00%
31 Dec, 16	10	25.00%
30 Sep, 16	8	-
30 Jun, 16	8	-20.00%
31 Mar, 16	10	-23.08%
31 Dec, 15	13	-13.33%
30 Sep, 15	15	-

- institutional shareholders have increased their position in CNFR stock as of 30 Jun 24 compared to 6 in the previous quarter (a -100.00% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 24	1	-
31 Mar, 24	1	-66.67%
31 Dec, 23	3	50.00%
30 Sep, 23	2	-
30 Jun, 23	-	-100.00%
31 Mar, 23	2	100.00%
31 Dec, 22	1	-
30 Sep, 22	1	-
30 Jun, 22	1	-50.00%
31 Mar, 22	2	-60.00%
31 Dec, 21	5	150.00%
30 Sep, 21	2	-33.33%
30 Jun, 21	3	200.00%
31 Mar, 21	1	-80.00%
31 Dec, 20	5	66.67%
30 Sep, 20	3	-40.00%
30 Jun, 20	5	-
31 Mar, 20	5	-
31 Dec, 19	5	66.67%
30 Sep, 19	3	-
30 Jun, 19	3	-
31 Mar, 19	3	-50.00%
31 Dec, 18	6	200.00%
30 Sep, 18	2	100.00%
30 Jun, 18	1	-75.00%
31 Mar, 18	4	33.33%
31 Dec, 17	3	-
30 Sep, 17	3	-
30 Jun, 17	3	-
31 Mar, 17	3	-40.00%
31 Dec, 16	5	-28.57%
30 Sep, 16	7	-
30 Jun, 16	7	75.00%
31 Mar, 16	4	100.00%
31 Dec, 15	2	-
30 Sep, 15	-	-

1 institutional shareholders have reduced their position in CNFR stock as of 30 Jun 24 compared to 1 in the previous quarter (a 0.00% increase).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 24	4	-71.43%	752,447	-11.40%	6.16%	12.75%	-	-100.00%	1	-
31 Mar, 24	14	7.69%	849,256	2.97%	6.95%	15.26%	6	100.00%	1	-66.67%
31 Dec, 23	13	-7.14%	824,745	-3.98%	6.75%	13.66%	3	-40.00%	3	50.00%
30 Sep, 23	14	7.69%	858,953	-30.70%	7.03%	6.83%	5	66.67%	2	-
30 Jun, 23	13	8.33%	1,239,408	0.87%	10.15%	10.03%	3	-	-	-100.00%
31 Mar, 23	12	-7.69%	1,228,700	50.03%	10.06%	17.14%	3	-40.00%	2	100.00%
31 Dec, 22	13	30.00%	818,972	100.64%	7.66%	56.66%	5	400.00%	1	-
30 Sep, 22	10	-9.09%	408,178	-3.43%	3.68%	19.41%	1	-66.67%	1	-
30 Jun, 22	11	-8.33%	422,687	-4.75%	4.35%	20.83%	3	50.00%	1	-50.00%
31 Mar, 22	12	9.09%	443,762	-2.86%	4.57%	20.58%	2	100.00%	2	-60.00%
31 Dec, 21	11	-15.38%	456,816	-16.56%	4.71%	14.77%	1	-75.00%	5	150.00%
30 Sep, 21	13	-	547,504	92.85%	5.65%	65.76%	4	33.33%	2	-33.33%
30 Jun, 21	13	-	283,898	-42.70%	2.93%	11.19%	3	-25.00%	3	200.00%
31 Mar, 21	13	-7.14%	495,458	5.15%	5.12%	21.35%	4	-	1	-80.00%
31 Dec, 20	14	16.67%	471,185	-0.62%	4.90%	20.20%	4	100.00%	5	66.67%
30 Sep, 20	12	9.09%	474,126	-1.52%	4.92%	19.56%	2	100.00%	3	-40.00%
30 Jun, 20	11	-8.33%	481,445	-8.71%	5.02%	16.60%	1	-75.00%	5	-
31 Mar, 20	12	-14.29%	527,375	-6.47%	5.50%	15.91%	4	33.33%	5	-
31 Dec, 19	14	7.69%	563,840	8.37%	5.88%	19.78%	3	-57.14%	5	66.67%
30 Sep, 19	13	44.44%	520,271	-33.40%	5.45%	6.26%	7	250.00%	3	-
30 Jun, 19	9	-25.00%	781,206	-7.64%	9.33%	9.32%	2	-33.33%	3	-
31 Mar, 19	12	-20.00%	845,824	-25.07%	10.01%	5.61%	3	-	3	-50.00%
31 Dec, 18	15	-11.76%	1,128,886	-50.82%	13.35%	1.85%	3	-57.14%	6	200.00%
30 Sep, 18	17	21.43%	2,295,612	2.82%	26.84%	3.91%	7	75.00%	2	100.00%
30 Jun, 18	14	-6.67%	2,232,569	0.96%	26.20%	3.89%	4	-33.33%	1	-75.00%
31 Mar, 18	15	-11.76%	2,211,426	-4.81%	25.95%	3.49%	6	-25.00%	4	33.33%
31 Dec, 17	17	-5.56%	2,323,112	6.64%	27.27%	3.39%	8	14.29%	3	-
30 Sep, 17	18	-5.26%	2,178,488	-1.29%	28.38%	3.40%	7	-	3	-
30 Jun, 17	19	5.56%	2,206,904	-11.48%	28.91%	2.71%	7	-12.50%	3	-
31 Mar, 17	18	-14.29%	2,493,192	1.16%	32.66%	3.12%	8	-20.00%	3	-40.00%
31 Dec, 16	21	-	2,464,653	11.53%	32.35%	3.83%	10	25.00%	5	-28.57%
30 Sep, 16	21	10.53%	2,209,906	-5.82%	29.05%	3.04%	8	-	7	-
30 Jun, 16	19	11.76%	2,346,404	2.33%	30.89%	3.43%	8	-20.00%	7	75.00%
31 Mar, 16	17	-15.00%	2,293,021	10.46%	30.02%	4.07%	10	-23.08%	4	100.00%
31 Dec, 15	20	33.33%	2,075,949	31.61%	27.16%	3.55%	13	-13.33%	2	-
30 Sep, 15	15	-	1,577,337	-	27.66%	-	15	-	-	-

Conifer Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Dec 22, 2023	Hakala Jeffrey Anthony	director	-	P-Purchase	Buy	1,000	$6.00K	$6.00M	1,000
Dec 22, 2023	Hakala Gerald W	director	-	P-Purchase	Buy	1,000	$6.00K	$6.00M	1,000
Mar 27, 2023	PETCOFF JAMES G	director, 10 percent owner, officer	Executive Chairman and Co-CEO	P-Purchase	Buy	200,000	$1.51	$302.00K	680,275
Jan 03, 2023	PETCOFF JAMES G	officer	Executive Chairman and Co-CEO	S-Sale	Sell	200,000	$1.50	$300.00K	2,698,607
Dec 01, 2022	PETCOFF JAMES G	officer	Executive Chairman and Co-CEO	P-Purchase	Buy	4,222	$1.64	$6.94K	58,765
Nov 28, 2022	PETCOFF JAMES G	officer	Executive Chairman and Co-CEO	P-Purchase	Buy	30,000	$1.58	$47.40K	54,543
Aug 12, 2022	RONEY BRIAN J	officer	President	P-Purchase	Buy	100,000	$2.00	$200.00K	510,232
Aug 12, 2022	SARAFA JOSEPH D	director		P-Purchase	Buy	50,000	$2.00	$100.00K	250,000
Aug 12, 2022	Petcoff Nicholas J	officer	Co-CEO	P-Purchase	Buy	100,000	$2.00	$200.00K	275,314
Aug 12, 2022	PETCOFF JAMES G	officer	Executive Chairman and Co-CEO	P-Purchase	Buy	750,000	$2.00	$1.50M	2,898,607
Aug 12, 2022	Hakala Jeffrey Anthony	director		P-Purchase	Buy	1,500,000	$2.00	$3.00M	3,635,769
Aug 12, 2022	Clarkston Ventures, LLC	director		P-Purchase	Buy	1,500,000	$2.00	$3.00M	3,635,769
May 20, 2022	PETCOFF JAMES G	officer	Executive Chairman and Co-CEO	P-Purchase	Buy	3,008	$1.50	$4.51K	24,543
Dec 17, 2021	PETCOFF JAMES G	director, 10 percent owner, officer	Chairman and CEO	P-Purchase	Buy	3,564	$2.34	$8.35K	21,535

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Dec 22, 2023	Hakala Jeffrey Anthony	director	-	P-Purchase	Buy	1,000	$6.00K	$6.00M	1,000
Dec 22, 2023	Hakala Gerald W	director	-	P-Purchase	Buy	1,000	$6.00K	$6.00M	1,000
Mar 27, 2023	PETCOFF JAMES G	director, 10 percent owner, officer	Executive Chairman and Co-CEO	P-Purchase	Buy	200,000	$1.51	$302.00K	680,275
Dec 01, 2022	PETCOFF JAMES G	officer	Executive Chairman and Co-CEO	P-Purchase	Buy	4,222	$1.64	$6.94K	58,765
Nov 28, 2022	PETCOFF JAMES G	officer	Executive Chairman and Co-CEO	P-Purchase	Buy	30,000	$1.58	$47.40K	54,543
Aug 12, 2022	RONEY BRIAN J	officer	President	P-Purchase	Buy	100,000	$2.00	$200.00K	510,232
Aug 12, 2022	SARAFA JOSEPH D	director		P-Purchase	Buy	50,000	$2.00	$100.00K	250,000
Aug 12, 2022	Petcoff Nicholas J	officer	Co-CEO	P-Purchase	Buy	100,000	$2.00	$200.00K	275,314
Aug 12, 2022	PETCOFF JAMES G	officer	Executive Chairman and Co-CEO	P-Purchase	Buy	750,000	$2.00	$1.50M	2,898,607
Aug 12, 2022	Hakala Jeffrey Anthony	director		P-Purchase	Buy	1,500,000	$2.00	$3.00M	3,635,769
Aug 12, 2022	Clarkston Ventures, LLC	director		P-Purchase	Buy	1,500,000	$2.00	$3.00M	3,635,769
May 20, 2022	PETCOFF JAMES G	officer	Executive Chairman and Co-CEO	P-Purchase	Buy	3,008	$1.50	$4.51K	24,543
Dec 17, 2021	PETCOFF JAMES G	director, 10 percent owner, officer	Chairman and CEO	P-Purchase	Buy	3,564	$2.34	$8.35K	21,535

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jan 24, 2024	Smith James Grant	director	-		Sell	-	-	-	-
May 05, 2023	MELOCHE HAROLD J	officer	CFO, Treasurer	F-InKind	Sell	679	$1.54	$1.05K	50,588
Jan 03, 2023	PETCOFF JAMES G	officer	Executive Chairman and Co-CEO	S-Sale	Sell	200,000	$1.50	$300.00K	2,698,607
May 05, 2022	MELOCHE HAROLD J	officer	CFO, Treasurer	F-InKind	Sell	679	$2.16	$1.47K	51,267

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jan 24, 2024	Smith James Grant	director	-		Sell	-	-	-	-
Dec 22, 2023	Hakala Jeffrey Anthony	director	-	P-Purchase	Buy	1,000	$6.00K	$6.00M	1,000
Dec 22, 2023	Hakala Gerald W	director	-	P-Purchase	Buy	1,000	$6.00K	$6.00M	1,000
May 05, 2023	MELOCHE HAROLD J	officer	CFO, Treasurer	F-InKind	Sell	679	$1.54	$1.05K	50,588
Mar 27, 2023	PETCOFF JAMES G	director, 10 percent owner, officer	Executive Chairman and Co-CEO	P-Purchase	Buy	200,000	$1.51	$302.00K	680,275
Jan 03, 2023	PETCOFF JAMES G	officer	Executive Chairman and Co-CEO	S-Sale	Sell	200,000	$1.50	$300.00K	2,698,607
Dec 01, 2022	PETCOFF JAMES G	officer	Executive Chairman and Co-CEO	P-Purchase	Buy	4,222	$1.64	$6.94K	58,765
Nov 28, 2022	PETCOFF JAMES G	officer	Executive Chairman and Co-CEO	P-Purchase	Buy	30,000	$1.58	$47.40K	54,543
Aug 23, 2022	Hakala Gerald W	director	-		Buy	-	-	-	3,635,769
Aug 12, 2022	RONEY BRIAN J	officer	President	P-Purchase	Buy	100,000	$2.00	$200.00K	510,232
Aug 12, 2022	SARAFA JOSEPH D	director		P-Purchase	Buy	50,000	$2.00	$100.00K	250,000
Aug 12, 2022	Petcoff Nicholas J	officer	Co-CEO	P-Purchase	Buy	100,000	$2.00	$200.00K	275,314
Aug 12, 2022	PETCOFF JAMES G	officer	Executive Chairman and Co-CEO	P-Purchase	Buy	750,000	$2.00	$1.50M	2,898,607
Aug 12, 2022	Hakala Jeffrey Anthony	director		P-Purchase	Buy	1,500,000	$2.00	$3.00M	3,635,769
Aug 12, 2022	Clarkston Ventures, LLC	director		P-Purchase	Buy	1,500,000	$2.00	$3.00M	3,635,769
May 20, 2022	PETCOFF JAMES G	officer	Executive Chairman and Co-CEO	P-Purchase	Buy	3,008	$1.50	$4.51K	24,543
May 05, 2022	MELOCHE HAROLD J	officer	CFO, Treasurer	F-InKind	Sell	679	$2.16	$1.47K	51,267
Mar 10, 2022	RONEY BRIAN J	officer	President	A-Award	Buy	265,000	-	-	295,000
Mar 10, 2022	Petcoff Nicholas J	officer	Co-CEO	A-Award	Buy	365,000	-	-	395,000
Dec 17, 2021	PETCOFF JAMES G	director, 10 percent owner, officer	Chairman and CEO	P-Purchase	Buy	3,564	$2.34	$8.35K	21,535

The last insider sell of Conifer's stock was made by Smith James Grant on Jan 24 2024, selling - shares at - per share (valued at -). The last insider buy of CNFR was made by Hakala Jeffrey Anthony on Dec 22 2023, buying 1,000 shares at $6.00K per share (worth $6.00M).

Conifer Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q4 2023	2	-	-
Q2 2023	-	1	-
Q1 2023	1	-	-
Q4 2022	2	1	200.00%
Q3 2022	6	-	-
Q2 2022	1	1	100.00%
Q1 2022	2	-	-
Q4 2021	6	-	-
Q3 2021	3	1	300.00%
Q2 2021	-	1	-
Q4 2020	4	-	-
Q3 2020	-	3	-
Q2 2020	6	1	600.00%
Q1 2020	5	-	-
Q4 2019	12	-	-
Q3 2019	4	2	200.00%
Q2 2019	9	2	450.00%
Q1 2019	3	-	-
Q4 2018	1	-	-
Q3 2018	2	-	-

2 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Conifer's insiders, as of Q4 2023.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q4 2023	2	-	-
Q2 2023	-	-	-
Q1 2023	1	-	-
Q4 2022	2	1	200.00%
Q3 2022	6	-	-
Q2 2022	1	-	-
Q1 2022	-	-	-
Q4 2021	6	-	-
Q3 2021	3	-	-
Q2 2021	-	-	-
Q4 2020	4	-	-
Q3 2020	-	-	-
Q2 2020	2	-	-
Q1 2020	5	-	-
Q4 2019	12	-	-
Q3 2019	4	-	-
Q2 2019	8	-	-
Q1 2019	3	-	-
Q4 2018	1	-	-
Q3 2018	2	-	-

As of Q4 2023, Insider owners conducted 2 open market buy trades and 0 open market sell trades of Conifer's stocks.

Conifer Peer Ownership

Ticker	Company
WHLM	Wilhelmina International, Inc.
UNAM	Unico American Corporation
KINS	Kingstone Companies, Inc.
CPHC	Canterbury Park Holding Corporation
CMCT	Creative Media & Community Trust Corporation

CNFR Ownership FAQ

Who Owns Conifer?

Conifer is owned by institutional shareholders (6.16%), insiders (44.58%), and public (49.26%). The largest institutional shareholder of Conifer is AEGIS FINANCIAL CORP (3.88% of total shares) and the top mutual fund owner is AEGIS FUNDS (0.18% of total shares).

Who are the major institutional shareholders of Conifer?

Conifer's major institutional shareholders are AEGIS FINANCIAL CORP, IAT REINSURANCE CO LTD., VANGUARD GROUP INC, GEODE CAPITAL MANAGEMENT, LLC, and SKYOAK WEALTH, LLC. The top five shareholders own together 6.48% of the company's share outstanding.

How many Conifer shareholders are there?

As of Jun 2024, there are 4 institutional shareholders of Conifer.

What percentage of Conifer is owned by AEGIS FINANCIAL CORP?

AEGIS FINANCIAL CORP owns 474.52K shares of Conifer, representing 3.88% of the company's total shares outstanding, valued at $356.13K (as of Jun 2024).

What percentage of Conifer is owned by IAT REINSURANCE CO LTD?

As of Jun 2024, IAT REINSURANCE CO LTD holds 250K shares of Conifer (CNFR), compromising 2.05% of the company, valued at $187.62K.

What percentage of Conifer is owned by VANGUARD GROUP INC?

VANGUARD GROUP INC is the third largest holder of Conifer. The company owns 33.71K of the company's shares outstanding (worth $25.3K).