Citizens Community Bancorp Ownership | Who Owns Citizens Community Bancorp?
Citizens Community Bancorp Ownership Summary
Citizens Community Bancorp is owned by 52.00% institutional investors, 4.91% insiders, and 43.09% retail investors. Alliancebernstein is the largest institutional shareholder, holding 9.88% of CZWI shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 4.38% of its assets in Citizens Community Bancorp shares.
CZWI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Citizens Community Bancorp | 52.00% | 4.91% | 43.09% |
| Sector | Financial Services Stocks | 43.66% | 12.57% | 43.78% |
| Industry | Regional Banks Stocks | 49.60% | 11.62% | 38.78% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Alliancebernstein | 1.03M | 9.88% | $11.93M |
| Fj capital management | 951.59K | 9.12% | $11.01M |
| Banc funds | 679.52K | 6.51% | $7.86M |
| Vanguard group | 610.73K | 5.85% | $7.07M |
| Manufacturers life insurance company, the | 535.51K | 5.13% | $6.20M |
| Dimensional fund advisors lp | 280.70K | 2.69% | $3.25M |
| Gendell jeffrey l | 250.96K | 2.40% | $2.90M |
| Royce & associates lp | 199.52K | 1.91% | $2.31M |
| Bridgeway capital management | 176.58K | 1.69% | $2.04M |
| Wellington management group llp | 116.64K | 1.12% | $1.35M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Fj capital management | 951.59K | 1.15% | $11.01M |
| Banc funds | 679.52K | 0.93% | $7.86M |
| Pinnacle | 91.58K | 0.43% | $1.06M |
| Gendell jeffrey l | 250.96K | 0.10% | $2.90M |
| Bridgeway capital management | 176.58K | 0.05% | $2.04M |
| Royce & associates lp | 199.52K | 0.02% | $2.31M |
| Empowered funds | 55.28K | 0.01% | $639.64K |
| Manufacturers life insurance company, the | 535.51K | 0.01% | $6.20M |
| Alliancebernstein | 1.03M | 0.00% | $11.93M |
| State of wyoming | 1.45K | 0.00% | $16.74K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Acadian asset management | 48.06K | 0.00% | 9.62K |
| Alliancebernstein | 1.03M | 0.00% | 4.51K |
| Raymond james financial services advisors | 43.39K | 0.00% | 4.35K |
| Empowered funds | 55.28K | 0.01% | 3.96K |
| Dimensional fund advisors lp | 280.70K | 0.00% | 2.99K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Banc funds | 679.52K | 0.93% | -72.28K |
| Congress wealth management llc / de / | - | - | -14.99K |
| Jane street group | - | - | -14.96K |
| Renaissance | 19.30K | 0.00% | -6.10K |
| O'shaughnessy asset management | 14.75K | 0.00% | -4.64K |
Sold Out
| Holder | Change |
|---|---|
| Wells fargo & company/mn | -70.00 |
| Morgan stanley | -266.00 |
| Innealta capital | -555.00 |
| Harbour investments | -1.00K |
| Jane street group | -14.96K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 38 | 15.15% | 5,339,964 | -2.56% | 52 | 1.89% | 19 | 35.71% | 10 | 11.11% |
| Jun 30, 2024 | 32 | -11.11% | 5,461,602 | -1.76% | 52 | 1.84% | 14 | -17.65% | 9 | -10.00% |
| Mar 31, 2024 | 36 | 2.86% | 5,559,370 | 0.63% | 53 | 1.90% | 17 | 21.43% | 10 | 42.86% |
| Dec 31, 2023 | 35 | 6.06% | 5,524,502 | -1.24% | 52 | 1.85% | 14 | 16.67% | 7 | -22.22% |
| Sep 30, 2023 | 33 | -5.71% | 5,594,033 | 0.66% | 53 | 1.90% | 12 | -20.00% | 9 | -10.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 441.30K | 4.38% | - |
| JHancock Regional Bank A | 295.27K | 2.93% | -917.00 |
| JH Financial Opportunities | 169.12K | 1.68% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 145.53K | 1.44% | - |
| Royce Capital Small-Cap Inv | 126.32K | 1.23% | -15.53K |
| EA Bridgeway Omni Small-Cap Value ETF | 58.91K | 0.58% | - |
| DFA US Small Cap Value I | 55.00K | 0.55% | 1.08K |
| Bridgeway Omni Small-Cap Value | 52.50K | 0.52% | - |
| Fidelity Extended Market Index | 52.10K | 0.52% | 3.67K |
| Bridgeway Omni Small-Cap Value N | 52.50K | 0.51% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 04, 2024 | Bianchi Stephen M | CEO and President | Buy | $3.40K |
| Aug 23, 2024 | Bianchi Stephen M | CEO and President | Buy | $4.33K |
| Aug 12, 2024 | BROUCEK JAMES S | EVP/CFO/Treasurer/Secretary | Buy | $2.33K |
| Aug 12, 2024 | BROUCEK JAMES S | EVP/CFO/Treasurer/Secretary | Buy | $2.51K |
| Aug 12, 2024 | BROUCEK JAMES S | EVP/CFO/Treasurer/Secretary | Buy | $199.52 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | 7 | - |
| 2024 Q2 | 6 | - |
| 2024 Q1 | 4 | - |
| 2023 Q4 | 6 | - |
| 2023 Q3 | 1 | - |
CZWI Ownership FAQ
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