Citizens Community Bancorp Ownership 2024 | Who Owns Citizens Community Bancorp Now?


OverviewRevenueFinancialsChart

Institutional Ownership

14.83%

Insider Ownership

4.81%

Retail Ownership

80.36%

Institutional Holders

15.00

Citizens Community Bancorp Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ALLIANCEBERNSTEIN L.P.9.88%0.00%1,030,9854,5150.44%11,928,496Jun 30, 2024
FJ CAPITAL MANAGEMENT LLC9.12%1.15%951,594--11,009,943Jun 30, 2024
BANC FUNDS CO LLC6.51%0.93%679,520-72,276-9.61%7,862,046Jun 30, 2024
VANGUARD GROUP INC5.85%0.00%610,734--7,066,193Jun 30, 2024
MANUFACTURERS LIFE INSURANCE COMPANY, THE5.13%0.01%535,507-3,416-0.63%6,195,816Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP2.69%0.00%280,6982,9861.08%3,247,676Jun 30, 2024
GENDELL JEFFREY L2.40%0.10%250,959--2,903,596Jun 30, 2024
ROYCE & ASSOCIATES LP1.91%0.02%199,517-510-0.26%2,308,412Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC1.69%0.05%176,5842,7601.59%2,043,077Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP1.12%0.00%116,644--1,349,571Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC0.98%0.00%102,3932,3282.33%1,184,958Jun 30, 2024
PINNACLE HOLDINGS, LLC0.88%0.43%91,580-85-0.09%1,059,581Jun 30, 2024
BLACKROCK INC.0.67%-70,4261,5482.25%814,830Jun 30, 2024
EMPOWERED FUNDS, LLC0.53%0.01%55,2843,9607.72%639,636Jun 30, 2024
FIRST MANHATTAN CO. LLC.0.50%0.00%52,624--608,860Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC0.46%0.00%48,0659,61525.01%554,000Jun 30, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP0.42%0.00%43,6991,9534.68%506,000Jun 30, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.0.42%0.00%43,3944,35411.15%502,071Jun 30, 2024
NORTHERN TRUST CORP0.28%0.00%29,6654751.63%343,224,000Jun 30, 2024
STATE STREET CORP0.22%-22,5581,3006.12%260,996,000Jun 30, 2024

Citizens Community Bancorp's largest institutional shareholder is ALLIANCEBERNSTEIN L.P., holding 9.88% of the company's total share outstanding, currently valued at $11.93M. The top 10 institutional shareholders own together 46.30% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
FJ CAPITAL MANAGEMENT LLC9.12%1.15%951,594--11,009,943Jun 30, 2024
BANC FUNDS CO LLC6.51%0.93%679,520-72,276-9.61%7,862,046Jun 30, 2024
PINNACLE HOLDINGS, LLC0.88%0.43%91,580-85-0.09%1,059,581Jun 30, 2024
GENDELL JEFFREY L2.40%0.10%250,959--2,903,596Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC1.69%0.05%176,5842,7601.59%2,043,077Jun 30, 2024
ROYCE & ASSOCIATES LP1.91%0.02%199,517-510-0.26%2,308,412Jun 30, 2024
EMPOWERED FUNDS, LLC0.53%0.01%55,2843,9607.72%639,636Jun 30, 2024
MANUFACTURERS LIFE INSURANCE COMPANY, THE5.13%0.01%535,507-3,416-0.63%6,195,816Jun 30, 2024
ALLIANCEBERNSTEIN L.P.9.88%0.00%1,030,9854,5150.44%11,928,496Jun 30, 2024
STATE OF WYOMING0.01%0.00%1,447-250-14.73%16,742Jun 30, 2024
INNEALTA CAPITAL, LLC0.01%0.00%555555100.00%6,421Jun 30, 2024
FIRST MANHATTAN CO. LLC.0.50%0.00%52,624--608,860Jun 30, 2024
O'SHAUGHNESSY ASSET MANAGEMENT, LLC0.14%0.00%14,754-4,641-23.93%170,704Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC0.46%0.00%48,0659,61525.01%554,000Jun 30, 2024
CENTER FOR FINANCIAL PLANNING, INC.0.01%0.00%1,000--11,570Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP2.69%0.00%280,6982,9861.08%3,247,676Jun 30, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.0.42%0.00%43,3944,35411.15%502,071Jun 30, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP0.42%0.00%43,6991,9534.68%506,000Jun 30, 2024
HARBOUR INVESTMENTS, INC.0.01%0.00%1,000--11,570Jun 30, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.20%0.00%21,2542,00010.39%246,000Jun 30, 2024

The largest Citizens Community Bancorp shareholder by % of total assets is FJ CAPITAL MANAGEMENT LLC. The company owns 951.59K shares of Citizens Community Bancorp (CZWI), representing 1.15% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ACADIAN ASSET MANAGEMENT LLC0.46%0.00%48,0659,61525.01%554,000Jun 30, 2024
ALLIANCEBERNSTEIN L.P.9.88%0.00%1,030,9854,5150.44%11,928,496Jun 30, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.0.42%0.00%43,3944,35411.15%502,071Jun 30, 2024
EMPOWERED FUNDS, LLC0.53%0.01%55,2843,9607.72%639,636Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP2.69%0.00%280,6982,9861.08%3,247,676Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC1.69%0.05%176,5842,7601.59%2,043,077Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC0.98%0.00%102,3932,3282.33%1,184,958Jun 30, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.20%0.00%21,2542,00010.39%246,000Jun 30, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP0.42%0.00%43,6991,9534.68%506,000Jun 30, 2024
BLACKROCK INC.0.67%-70,4261,5482.25%814,830Jun 30, 2024
STATE STREET CORP0.22%-22,5581,3006.12%260,996,000Jun 30, 2024
UBS GROUP AG0.01%-6726492821.74%7,775Jun 30, 2024
INNEALTA CAPITAL, LLC0.01%0.00%555555100.00%6,421Jun 30, 2024
NORTHERN TRUST CORP0.28%0.00%29,6654751.63%343,224,000Jun 30, 2024
ROYAL BANK OF CANADA0.06%-6,300--73,000Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.0.03%0.00%2,813--32,546Jun 30, 2024
VANGUARD GROUP INC5.85%0.00%610,734--7,066,193Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP1.12%0.00%116,644--1,349,571Jun 30, 2024
HARBOUR INVESTMENTS, INC.0.01%0.00%1,000--11,570Jun 30, 2024
CENTER FOR FINANCIAL PLANNING, INC.0.01%0.00%1,000--11,570Jun 30, 2024

As of Jun 30 2024, Citizens Community Bancorp's largest institutional buyer is ACADIAN ASSET MANAGEMENT LLC. The company purchased 9.62K stocks of CZWI, valued at $554.00K.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BANC FUNDS CO LLC6.51%0.93%679,520-72,276-9.61%7,862,046Jun 30, 2024
CONGRESS WEALTH MANAGEMENT LLC / DE /----14,990-100.00%-Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.18%0.00%19,300-6,100-24.02%223,301Jun 30, 2024
O'SHAUGHNESSY ASSET MANAGEMENT, LLC0.14%0.00%14,754-4,641-23.93%170,704Jun 30, 2024
MANUFACTURERS LIFE INSURANCE COMPANY, THE5.13%0.01%535,507-3,416-0.63%6,195,816Jun 30, 2024
ROYCE & ASSOCIATES LP1.91%0.02%199,517-510-0.26%2,308,412Jun 30, 2024
BANK OF AMERICA CORP /DE/0.00%-73-375-83.71%845Jun 30, 2024
MORGAN STANLEY----266-100.00%-Jun 30, 2024
STATE OF WYOMING0.01%0.00%1,447-250-14.73%16,742Jun 30, 2024
PINNACLE HOLDINGS, LLC0.88%0.43%91,580-85-0.09%1,059,581Jun 30, 2024
WELLS FARGO & COMPANY/MN----70-100.00%-Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD--4-46-92.00%46Jun 30, 2024
FJ CAPITAL MANAGEMENT LLC9.12%1.15%951,594--11,009,943Jun 30, 2024
GENDELL JEFFREY L2.40%0.10%250,959--2,903,596Jun 30, 2024
FIRST MANHATTAN CO. LLC.0.50%0.00%52,624--608,860Jun 30, 2024
CENTER FOR FINANCIAL PLANNING, INC.0.01%0.00%1,000--11,570Jun 30, 2024
HARBOUR INVESTMENTS, INC.0.01%0.00%1,000--11,570Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP1.12%0.00%116,644--1,349,571Jun 30, 2024
VANGUARD GROUP INC5.85%0.00%610,734--7,066,193Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.0.03%0.00%2,813--32,546Jun 30, 2024

As of Jun 30 2024, Citizens Community Bancorp's biggest institutional seller is BANC FUNDS CO LLC. The company sold -72.28K shares of CZWI, valued at $7.86M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
INNEALTA CAPITAL, LLC0.01%0.00%555555100.00%6,421Jun 30, 2024

Citizens Community Bancorp's largest new institutional shareholder by number of shares is INNEALTA CAPITAL, LLC, purchased 555.00 shares, valued at $6.42K, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CONGRESS WEALTH MANAGEMENT LLC / DE /----14,990-100.00%-Jun 30, 2024
MORGAN STANLEY----266-100.00%-Jun 30, 2024
WELLS FARGO & COMPANY/MN----70-100.00%-Jun 30, 2024

Citizens Community Bancorp's largest sold out institutional shareholder by shares sold is CONGRESS WEALTH MANAGEMENT LLC / DE /, sold -14.99K shares, valued at -, as of undefined.

Citizens Community Bancorp Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
JOHN HANCOCK INVESTMENT TRUST II0.70%296,186--Jan 31, 2024
ROYCE CAPITAL FUND0.38%142,773-35,765-20.03%Mar 31, 2024
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND0.13%169,116--Mar 31, 2024
BRIDGEWAY FUNDS INC0.05%120,000-5,000-4.00%Mar 28, 2024
Vericimetry Funds0.02%1,890--Mar 31, 2024
ROYCE FUND0.01%58,043-9,949-14.63%Mar 31, 2024
VANGUARD INDEX FUNDS0.00%586,825295,775101.62%Mar 31, 2024
UNIFIED SERIES TRUST0.00%17,000--Mar 31, 2024
ADVISORS' INNER CIRCLE FUND0.00%19,916--Jan 31, 2024
DIMENSIONAL INVESTMENT GROUP INC0.00%10,355--Jan 31, 2024
FIDELITY CONCORD STREET TRUST0.00%70,5274,2836.47%Feb 29, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%8,0196338.57%Mar 31, 2024
Dimensional ETF Trust0.00%85,9724,4105.41%Jan 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%124,812-462-0.37%Jan 31, 2024
SCHWAB CAPITAL TRUST0.00%3,309--Jan 31, 2024
DFA INVESTMENT TRUST CO0.00%10,355--Jan 31, 2024
VALIC Co I0.00%16,900--Feb 29, 2024
RBC FUNDS TRUST0.00%6,300--Mar 28, 2024
NORTHERN LIGHTS FUND TRUST II0.00%514--Mar 31, 2024
SA FUNDS INVESTMENT TRUST0.00%400--Mar 31, 2024
NORTHERN FUNDS0.00%1,470--Mar 28, 2024
WisdomTree Trust0.00%20,308--Feb 29, 2024
ALLSPRING MASTER TRUST0.00%616--Feb 29, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST0.00%17,480--Mar 31, 2024
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST0.00%280--Dec 31, 2023
EQ ADVISORS TRUST0.00%1,611-153-8.67%Mar 31, 2024
iSHARES TRUST0.00%21,635-516-2.33%Mar 31, 2024

Citizens Community Bancorp's largest mutual fund holder by % of total assets is "JOHN HANCOCK INVESTMENT TRUST II", owning 296.19K shares, compromising 0.70% of its total assets.

Citizens Community Bancorp Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 2415-58.33%
31 Mar, 24362.86%
31 Dec, 23356.06%
30 Sep, 2333-5.71%
30 Jun, 2335-7.89%
31 Mar, 2338-13.64%
31 Dec, 224410.00%
30 Sep, 22402.56%
30 Jun, 2239-
31 Mar, 22398.33%
31 Dec, 21365.88%
30 Sep, 21343.03%
30 Jun, 2133-8.33%
31 Mar, 21369.09%
31 Dec, 2033-
30 Sep, 2033-
30 Jun, 2033-13.16%
31 Mar, 2038-7.32%
31 Dec, 194120.59%
30 Sep, 193413.33%
30 Jun, 1930-
31 Mar, 1930-
31 Dec, 183011.11%
30 Sep, 1827-
30 Jun, 182712.50%
31 Mar, 182414.29%
31 Dec, 1721-4.55%
30 Sep, 172210.00%
30 Jun, 1720-
31 Mar, 1720-4.76%
31 Dec, 162131.25%
30 Sep, 16166.67%
30 Jun, 16157.14%
31 Mar, 1614-6.67%
31 Dec, 1515-
30 Sep, 151515.38%
30 Jun, 1513-13.33%
31 Mar, 1515-6.25%
31 Dec, 1416-
30 Sep, 141660.00%
30 Jun, 1410-
31 Mar, 1410-
31 Dec, 1310-
30 Sep, 1310-9.09%
30 Jun, 13111000.00%
31 Mar, 131-
30 Sep, 121-
30 Jun, 121-
31 Mar, 121-
31 Dec, 111-
30 Sep, 111-
30 Jun, 111-
31 Mar, 111-50.00%
31 Dec, 102-
30 Sep, 102-
30 Jun, 102-
31 Mar, 102-
31 Dec, 092100.00%
30 Sep, 091-66.67%
30 Jun, 093-
31 Mar, 09350.00%
31 Dec, 082-50.00%
30 Sep, 084-
30 Jun, 084-20.00%
31 Mar, 08566.67%
31 Dec, 07350.00%
30 Sep, 072100.00%
30 Jun, 071-50.00%
31 Mar, 072100.00%
31 Dec, 061-

As of 30 Jun 24, 15 institutions are holding Citizens Community Bancorp's shares, representing a decrease of -58.33% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 241,548,013-72.15%
31 Mar, 245,559,3700.63%
31 Dec, 235,524,502-1.24%
30 Sep, 235,594,0330.66%
30 Jun, 235,557,213-0.52%
31 Mar, 235,586,013-1.24%
31 Dec, 225,656,156-3.15%
30 Sep, 225,840,279-0.58%
30 Jun, 225,874,1170.30%
31 Mar, 225,856,699-1.76%
31 Dec, 215,961,90413.97%
30 Sep, 215,231,157-1.65%
30 Jun, 215,319,072-3.22%
31 Mar, 215,496,128-2.87%
31 Dec, 205,658,479-0.31%
30 Sep, 205,675,791-1.59%
30 Jun, 205,767,6720.04%
31 Mar, 205,765,458-5.30%
31 Dec, 196,088,03710.91%
30 Sep, 195,488,9496.66%
30 Jun, 195,146,314-1.23%
31 Mar, 195,210,360-3.69%
31 Dec, 185,409,84745.19%
30 Sep, 183,726,07646.16%
30 Jun, 182,549,2433.95%
31 Mar, 182,452,3160.86%
31 Dec, 172,431,3132.85%
30 Sep, 172,364,0557.32%
30 Jun, 172,202,88712.25%
31 Mar, 171,962,44819.42%
31 Dec, 161,643,25116.89%
30 Sep, 161,405,8167.84%
30 Jun, 161,303,5824.31%
31 Mar, 161,249,776-1.28%
31 Dec, 151,265,951-64.69%
30 Sep, 153,585,668162.40%
30 Jun, 151,366,4831.68%
31 Mar, 151,343,9143.81%
31 Dec, 141,294,5988.43%
30 Sep, 141,193,98312.43%
30 Jun, 141,061,9631.65%
31 Mar, 141,044,757-0.48%
31 Dec, 131,049,78849.51%
30 Sep, 13702,1353.90%
30 Jun, 13675,7574065.68%
31 Mar, 1316,222-
30 Sep, 125,752-
30 Jun, 125,752-53.98%
31 Mar, 1212,500-
31 Dec, 1112,500-
30 Sep, 1112,500-31.02%
30 Jun, 1118,120-79.96%
31 Mar, 1190,400-18.57%
31 Dec, 10111,0205.33%
30 Sep, 10105,400-
30 Jun, 10105,4004.98%
31 Mar, 10100,400-21.66%
31 Dec, 09128,16341.77%
30 Sep, 0990,400-66.28%
30 Jun, 09268,0601.20%
31 Mar, 09264,880-15.02%
31 Dec, 08311,700-31.41%
30 Sep, 08454,460-11.77%
30 Jun, 08515,09935.52%
31 Mar, 08380,096251.42%
31 Dec, 07108,1600.15%
30 Sep, 07108,00019.47%
30 Jun, 0790,400-20.54%
31 Mar, 07113,766-21.89%
31 Dec, 06145,645-

Citizens Community Bancorp (CZWI) has 1.55M shares outstanding as of 30 Jun 24, down -72.15% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2414.83%0.52%
31 Mar, 2453.26%1.90%
31 Dec, 2352.91%1.85%
30 Sep, 2353.43%1.90%
30 Jun, 2353.04%1.86%
31 Mar, 2353.34%1.81%
31 Dec, 2254.26%1.76%
30 Sep, 2255.58%1.79%
30 Jun, 2255.78%1.78%
31 Mar, 2256.00%1.72%
31 Dec, 2157.09%2.35%
30 Sep, 2149.30%1.99%
30 Jun, 2149.73%2.00%
31 Mar, 2149.91%1.94%
31 Dec, 2050.70%1.98%
30 Sep, 2050.56%1.83%
30 Jun, 2052.62%1.99%
31 Mar, 2051.39%1.71%
31 Dec, 1954.78%2.29%
30 Sep, 1948.93%2.28%
30 Jun, 1946.36%1.91%
31 Mar, 1949.21%1.86%
31 Dec, 1851.48%4.42%
30 Sep, 1834.14%1.64%
30 Jun, 1845.61%2.58%
31 Mar, 1842.06%2.42%
31 Dec, 1741.73%2.45%
30 Sep, 1741.29%2.26%
30 Jun, 1742.72%2.99%
31 Mar, 1737.82%3.82%
31 Dec, 1631.47%3.80%
30 Sep, 1628.79%4.89%
30 Jun, 1624.27%4.19%
31 Mar, 1624.07%4.21%
31 Dec, 1523.91%0.50%
30 Sep, 1568.84%9.59%
30 Jun, 1526.79%4.35%
31 Mar, 1524.80%3.86%
31 Dec, 1425.35%4.46%
30 Sep, 1423.84%5.44%
30 Jun, 1420.93%5.49%
31 Mar, 1419.53%4.52%
31 Dec, 1320.79%11.56%
30 Sep, 1313.41%8.99%
30 Jun, 1312.21%14294.32%
31 Mar, 130.29%-
30 Sep, 120.11%841.59%
30 Jun, 120.12%321.65%
31 Mar, 120.19%324.68%
31 Dec, 110.24%404.75%
30 Sep, 110.24%256.04%
30 Jun, 110.31%6.05%
31 Mar, 112.26%49.11%
31 Dec, 102.15%44.12%
30 Sep, 102.21%57.88%
30 Jun, 101.95%30.21%
31 Mar, 102.54%52.66%
31 Dec, 092.20%77.38%
30 Sep, 091.69%6.26%
30 Jun, 095.19%17.22%
31 Mar, 095.49%15.99%
31 Dec, 085.86%8.03%
30 Sep, 088.54%13.53%
30 Jun, 087.95%20.80%
31 Mar, 086.18%223.21%
31 Dec, 071.66%65.09%
30 Sep, 071.60%73.76%
30 Jun, 071.47%70.10%
31 Mar, 071.45%22.59%
31 Dec, 062.53%-

As of 30 Jun 24, Citizens Community Bancorp is held by 14.83% institutional shareholders, representing a 0.52% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 248-52.94%
31 Mar, 241721.43%
31 Dec, 231416.67%
30 Sep, 2312-20.00%
30 Jun, 231515.38%
31 Mar, 2313-35.00%
31 Dec, 222053.85%
30 Sep, 2213-18.75%
30 Jun, 2216-15.79%
31 Mar, 2219-5.00%
31 Dec, 21205.26%
30 Sep, 2119-
30 Jun, 21195.56%
31 Mar, 2118100.00%
31 Dec, 209-18.18%
30 Sep, 2011-26.67%
30 Jun, 2015-11.76%
31 Mar, 2017-15.00%
31 Dec, 192042.86%
30 Sep, 1914100.00%
30 Jun, 197-36.36%
31 Mar, 1911-31.25%
31 Dec, 1816128.57%
30 Sep, 187-41.67%
30 Jun, 1812-7.69%
31 Mar, 18138.33%
31 Dec, 171250.00%
30 Sep, 178-20.00%
30 Jun, 171025.00%
31 Mar, 178-20.00%
31 Dec, 161025.00%
30 Sep, 16860.00%
30 Jun, 165-16.67%
31 Mar, 16650.00%
31 Dec, 154-20.00%
30 Sep, 15525.00%
30 Jun, 154-42.86%
31 Mar, 157-12.50%
31 Dec, 148-20.00%
30 Sep, 1410400.00%
30 Jun, 142-
31 Mar, 142-60.00%
31 Dec, 13525.00%
30 Sep, 134-60.00%
30 Jun, 1310900.00%
31 Mar, 131-
30 Sep, 12--100.00%
30 Jun, 121-
31 Mar, 12--
31 Dec, 11--
30 Sep, 11--100.00%
30 Jun, 111-
31 Mar, 11--100.00%
31 Dec, 101-
30 Sep, 101-
30 Jun, 101-
31 Mar, 101-
31 Dec, 091-
30 Sep, 09--100.00%
30 Jun, 091-
31 Mar, 091-
31 Dec, 08--100.00%
30 Sep, 082-
30 Jun, 082-50.00%
31 Mar, 084300.00%
31 Dec, 071-
30 Sep, 071-
30 Jun, 071-50.00%
31 Mar, 072100.00%
31 Dec, 061-

8 institutional shareholders have increased their position in CZWI stock as of 30 Jun 24 compared to 17 in the previous quarter (a -52.94% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 243-70.00%
31 Mar, 241042.86%
31 Dec, 237-22.22%
30 Sep, 239-10.00%
30 Jun, 2310-41.18%
31 Mar, 23176.25%
31 Dec, 221614.29%
30 Sep, 221475.00%
30 Jun, 228-33.33%
31 Mar, 22129.09%
31 Dec, 211110.00%
30 Sep, 211042.86%
30 Jun, 217-30.00%
31 Mar, 2110-
31 Dec, 2010-9.09%
30 Sep, 201137.50%
30 Jun, 208-38.46%
31 Mar, 2013-
31 Dec, 191385.71%
30 Sep, 197-22.22%
30 Jun, 199-18.18%
31 Mar, 191183.33%
31 Dec, 186-
30 Sep, 186100.00%
30 Jun, 183-40.00%
31 Mar, 18566.67%
31 Dec, 173-
30 Sep, 173-
30 Jun, 173-25.00%
31 Mar, 174-20.00%
31 Dec, 16566.67%
30 Sep, 163-25.00%
30 Jun, 164-
31 Mar, 16--100.00%
31 Dec, 155150.00%
30 Sep, 152100.00%
30 Jun, 151-
31 Mar, 151-
31 Dec, 14--100.00%
30 Sep, 14350.00%
30 Jun, 142100.00%
31 Mar, 141-
31 Dec, 131-
30 Sep, 131-
30 Jun, 13--
31 Mar, 13--
30 Sep, 12--
30 Jun, 12--
31 Mar, 12--
31 Dec, 11--100.00%
30 Sep, 111-
30 Jun, 11--
31 Mar, 11--
31 Dec, 10--
30 Sep, 10--
30 Jun, 10--
31 Mar, 10--
31 Dec, 09--
30 Sep, 09--
30 Jun, 09--100.00%
31 Mar, 091-50.00%
31 Dec, 082-
30 Sep, 08--
30 Jun, 08--
31 Mar, 08--100.00%
31 Dec, 071-
30 Sep, 07--
30 Jun, 07--
31 Mar, 07--
31 Dec, 06--

3 institutional shareholders have reduced their position in CZWI stock as of 30 Jun 24 compared to 10 in the previous quarter (a -70.00% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 2415-58.33%1,548,013-72.15%14.83%0.52%8-52.94%3-70.00%
31 Mar, 24362.86%5,559,3700.63%53.26%1.90%1721.43%1042.86%
31 Dec, 23356.06%5,524,502-1.24%52.91%1.85%1416.67%7-22.22%
30 Sep, 2333-5.71%5,594,0330.66%53.43%1.90%12-20.00%9-10.00%
30 Jun, 2335-7.89%5,557,213-0.52%53.04%1.86%1515.38%10-41.18%
31 Mar, 2338-13.64%5,586,013-1.24%53.34%1.81%13-35.00%176.25%
31 Dec, 224410.00%5,656,156-3.15%54.26%1.76%2053.85%1614.29%
30 Sep, 22402.56%5,840,279-0.58%55.58%1.79%13-18.75%1475.00%
30 Jun, 2239-5,874,1170.30%55.78%1.78%16-15.79%8-33.33%
31 Mar, 22398.33%5,856,699-1.76%56.00%1.72%19-5.00%129.09%
31 Dec, 21365.88%5,961,90413.97%57.09%2.35%205.26%1110.00%
30 Sep, 21343.03%5,231,157-1.65%49.30%1.99%19-1042.86%
30 Jun, 2133-8.33%5,319,072-3.22%49.73%2.00%195.56%7-30.00%
31 Mar, 21369.09%5,496,128-2.87%49.91%1.94%18100.00%10-
31 Dec, 2033-5,658,479-0.31%50.70%1.98%9-18.18%10-9.09%
30 Sep, 2033-5,675,791-1.59%50.56%1.83%11-26.67%1137.50%
30 Jun, 2033-13.16%5,767,6720.04%52.62%1.99%15-11.76%8-38.46%
31 Mar, 2038-7.32%5,765,458-5.30%51.39%1.71%17-15.00%13-
31 Dec, 194120.59%6,088,03710.91%54.78%2.29%2042.86%1385.71%
30 Sep, 193413.33%5,488,9496.66%48.93%2.28%14100.00%7-22.22%
30 Jun, 1930-5,146,314-1.23%46.36%1.91%7-36.36%9-18.18%
31 Mar, 1930-5,210,360-3.69%49.21%1.86%11-31.25%1183.33%
31 Dec, 183011.11%5,409,84745.19%51.48%4.42%16128.57%6-
30 Sep, 1827-3,726,07646.16%34.14%1.64%7-41.67%6100.00%
30 Jun, 182712.50%2,549,2433.95%45.61%2.58%12-7.69%3-40.00%
31 Mar, 182414.29%2,452,3160.86%42.06%2.42%138.33%566.67%
31 Dec, 1721-4.55%2,431,3132.85%41.73%2.45%1250.00%3-
30 Sep, 172210.00%2,364,0557.32%41.29%2.26%8-20.00%3-
30 Jun, 1720-2,202,88712.25%42.72%2.99%1025.00%3-25.00%
31 Mar, 1720-4.76%1,962,44819.42%37.82%3.82%8-20.00%4-20.00%
31 Dec, 162131.25%1,643,25116.89%31.47%3.80%1025.00%566.67%
30 Sep, 16166.67%1,405,8167.84%28.79%4.89%860.00%3-25.00%
30 Jun, 16157.14%1,303,5824.31%24.27%4.19%5-16.67%4-
31 Mar, 1614-6.67%1,249,776-1.28%24.07%4.21%650.00%--100.00%
31 Dec, 1515-1,265,951-64.69%23.91%0.50%4-20.00%5150.00%
30 Sep, 151515.38%3,585,668162.40%68.84%9.59%525.00%2100.00%
30 Jun, 1513-13.33%1,366,4831.68%26.79%4.35%4-42.86%1-
31 Mar, 1515-6.25%1,343,9143.81%24.80%3.86%7-12.50%1-
31 Dec, 1416-1,294,5988.43%25.35%4.46%8-20.00%--100.00%
30 Sep, 141660.00%1,193,98312.43%23.84%5.44%10400.00%350.00%
30 Jun, 1410-1,061,9631.65%20.93%5.49%2-2100.00%
31 Mar, 1410-1,044,757-0.48%19.53%4.52%2-60.00%1-
31 Dec, 1310-1,049,78849.51%20.79%11.56%525.00%1-
30 Sep, 1310-9.09%702,1353.90%13.41%8.99%4-60.00%1-
30 Jun, 13111000.00%675,7574065.68%12.21%14294.32%10900.00%--
31 Mar, 131-16,222-0.29%-1---
30 Sep, 121-5,752-0.11%841.59%--100.00%--
30 Jun, 121-5,752-53.98%0.12%321.65%1---
31 Mar, 121-12,500-0.19%324.68%----
31 Dec, 111-12,500-0.24%404.75%----100.00%
30 Sep, 111-12,500-31.02%0.24%256.04%--100.00%1-
30 Jun, 111-18,120-79.96%0.31%6.05%1---
31 Mar, 111-50.00%90,400-18.57%2.26%49.11%--100.00%--
31 Dec, 102-111,0205.33%2.15%44.12%1---
30 Sep, 102-105,400-2.21%57.88%1---
30 Jun, 102-105,4004.98%1.95%30.21%1---
31 Mar, 102-100,400-21.66%2.54%52.66%1---
31 Dec, 092100.00%128,16341.77%2.20%77.38%1---
30 Sep, 091-66.67%90,400-66.28%1.69%6.26%--100.00%--
30 Jun, 093-268,0601.20%5.19%17.22%1---100.00%
31 Mar, 09350.00%264,880-15.02%5.49%15.99%1-1-50.00%
31 Dec, 082-50.00%311,700-31.41%5.86%8.03%--100.00%2-
30 Sep, 084-454,460-11.77%8.54%13.53%2---
30 Jun, 084-20.00%515,09935.52%7.95%20.80%2-50.00%--
31 Mar, 08566.67%380,096251.42%6.18%223.21%4300.00%--100.00%
31 Dec, 07350.00%108,1600.15%1.66%65.09%1-1-
30 Sep, 072100.00%108,00019.47%1.60%73.76%1---
30 Jun, 071-50.00%90,400-20.54%1.47%70.10%1-50.00%--
31 Mar, 072100.00%113,766-21.89%1.45%22.59%2100.00%--
31 Dec, 061-145,645-2.53%-1---

Citizens Community Bancorp Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 13, 2024BROUCEK JAMES Sofficer EVP/CFO/Treasurer/SecretaryP-PurchaseBuy16$12.47$199.5243,136
Aug 13, 2024BROUCEK JAMES Sofficer EVP/CFO/Treasurer/SecretaryP-PurchaseBuy184$12.69$2.33K43,120
Aug 13, 2024BROUCEK JAMES Sofficer EVP/CFO/Treasurer/SecretaryP-PurchaseBuy200$12.53$2.51K42,936
Aug 09, 2024BROUCEK JAMES Sofficer EVP/CFO/Treasurer/SecretaryP-PurchaseBuy200$12.17$2.43K42,736
Aug 09, 2024BROUCEK JAMES Sofficer EVP/CFO/Treasurer/SecretaryP-PurchaseBuy200$12.21$2.44K42,536
Jun 10, 2024Bianchi Stephen Mdirector, officer CEO and PresidentP-PurchaseBuy100$11.15$1.11K52,850
Jun 03, 2024BROUCEK JAMES Sofficer EVP/CFO/Treasurer/SecretaryP-PurchaseBuy12$11.64$139.6842,336
May 16, 2024Bianchi Stephen Mdirector, officer CEO and PresidentP-PurchaseBuy250$11.50$2.88K52,750
May 15, 2024Bianchi Stephen Mdirector, officer CEO and PresidentP-PurchaseBuy400$11.60$4.64K69,070
May 07, 2024MOLL JAMES Ddirector-P-PurchaseBuy200$10.88$2.18K10,624
May 07, 2024Olson Timothy Ldirector-P-PurchaseBuy2,000$10.94$21.87K24,213
Mar 11, 2024Bianchi Stephen Mdirector, officer CEO and PresidentP-PurchaseBuy100$12.13$1.21K68,670
Mar 11, 2024Bianchi Stephen Mdirector, officer CEO and PresidentP-PurchaseBuy60$12.11$726.6068,570
Mar 11, 2024Bianchi Stephen Mdirector, officer CEO and PresidentP-PurchaseBuy40$12.12$484.8068,510
Mar 11, 2024Bianchi Stephen Mdirector, officer CEO and PresidentP-PurchaseBuy100$12.12$1.21K68,470

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 13, 2024BROUCEK JAMES Sofficer EVP/CFO/Treasurer/SecretaryP-PurchaseBuy16$12.47$199.5243,136
Aug 13, 2024BROUCEK JAMES Sofficer EVP/CFO/Treasurer/SecretaryP-PurchaseBuy184$12.69$2.33K43,120
Aug 13, 2024BROUCEK JAMES Sofficer EVP/CFO/Treasurer/SecretaryP-PurchaseBuy200$12.53$2.51K42,936
Aug 09, 2024BROUCEK JAMES Sofficer EVP/CFO/Treasurer/SecretaryP-PurchaseBuy200$12.17$2.43K42,736
Aug 09, 2024BROUCEK JAMES Sofficer EVP/CFO/Treasurer/SecretaryP-PurchaseBuy200$12.21$2.44K42,536
Jun 10, 2024Bianchi Stephen Mdirector, officer CEO and PresidentP-PurchaseBuy100$11.15$1.11K52,850
Jun 03, 2024BROUCEK JAMES Sofficer EVP/CFO/Treasurer/SecretaryP-PurchaseBuy12$11.64$139.6842,336
May 16, 2024Bianchi Stephen Mdirector, officer CEO and PresidentP-PurchaseBuy250$11.50$2.88K52,750
May 15, 2024Bianchi Stephen Mdirector, officer CEO and PresidentP-PurchaseBuy400$11.60$4.64K69,070
May 07, 2024MOLL JAMES Ddirector-P-PurchaseBuy200$10.88$2.18K10,624
May 07, 2024Olson Timothy Ldirector-P-PurchaseBuy2,000$10.94$21.87K24,213
Mar 11, 2024Bianchi Stephen Mdirector, officer CEO and PresidentP-PurchaseBuy100$12.13$1.21K68,670
Mar 11, 2024Bianchi Stephen Mdirector, officer CEO and PresidentP-PurchaseBuy60$12.11$726.6068,570
Mar 11, 2024Bianchi Stephen Mdirector, officer CEO and PresidentP-PurchaseBuy40$12.12$484.8068,510
Mar 11, 2024Bianchi Stephen Mdirector, officer CEO and PresidentP-PurchaseBuy100$12.12$1.21K68,470

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jan 29, 2024Bianchi Stephen Mdirector, officer CEO and PresidentF-InKindSell1,045$11.88$12.41K69,512
Jan 29, 2024Bianchi Stephen Mdirector, officer CEO and PresidentF-InKindSell554$12.17$6.74K68,958
Jan 29, 2024Bianchi Stephen Mdirector, officer CEO and PresidentF-InKindSell588$12.17$7.16K68,370
Jan 29, 2024JOHNSON REBECCAofficer Vice President/ControllerF-InKindSell116$12.17$1.41K5,129

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 13, 2024BROUCEK JAMES Sofficer EVP/CFO/Treasurer/SecretaryP-PurchaseBuy16$12.47$199.5243,136
Aug 13, 2024BROUCEK JAMES Sofficer EVP/CFO/Treasurer/SecretaryP-PurchaseBuy184$12.69$2.33K43,120
Aug 13, 2024BROUCEK JAMES Sofficer EVP/CFO/Treasurer/SecretaryP-PurchaseBuy200$12.53$2.51K42,936
Aug 09, 2024BROUCEK JAMES Sofficer EVP/CFO/Treasurer/SecretaryP-PurchaseBuy200$12.17$2.43K42,736
Aug 09, 2024BROUCEK JAMES Sofficer EVP/CFO/Treasurer/SecretaryP-PurchaseBuy200$12.21$2.44K42,536
Jun 10, 2024Bianchi Stephen Mdirector, officer CEO and PresidentP-PurchaseBuy100$11.15$1.11K52,850
Jun 03, 2024BROUCEK JAMES Sofficer EVP/CFO/Treasurer/SecretaryP-PurchaseBuy12$11.64$139.6842,336
May 16, 2024Bianchi Stephen Mdirector, officer CEO and PresidentP-PurchaseBuy250$11.50$2.88K52,750
May 15, 2024Bianchi Stephen Mdirector, officer CEO and PresidentP-PurchaseBuy400$11.60$4.64K69,070
May 07, 2024MOLL JAMES Ddirector-P-PurchaseBuy200$10.88$2.18K10,624
May 07, 2024Olson Timothy Ldirector-P-PurchaseBuy2,000$10.94$21.87K24,213
Mar 11, 2024Bianchi Stephen Mdirector, officer CEO and PresidentP-PurchaseBuy100$12.13$1.21K68,670
Mar 11, 2024Bianchi Stephen Mdirector, officer CEO and PresidentP-PurchaseBuy60$12.11$726.6068,570
Mar 11, 2024Bianchi Stephen Mdirector, officer CEO and PresidentP-PurchaseBuy40$12.12$484.8068,510
Mar 11, 2024Bianchi Stephen Mdirector, officer CEO and PresidentP-PurchaseBuy100$12.12$1.21K68,470
Jan 29, 2024Bianchi Stephen Mdirector, officer CEO and PresidentA-AwardBuy2,859$11.88$33.96K70,557
Jan 29, 2024Bianchi Stephen Mdirector, officer CEO and PresidentF-InKindSell1,045$11.88$12.41K69,512
Jan 29, 2024Bianchi Stephen Mdirector, officer CEO and PresidentF-InKindSell554$12.17$6.74K68,958
Jan 29, 2024Bianchi Stephen Mdirector, officer CEO and PresidentF-InKindSell588$12.17$7.16K68,370
Jan 29, 2024JOHNSON REBECCAofficer Vice President/ControllerF-InKindSell116$12.17$1.41K5,129

The last insider sell of Citizens Community Bancorp's stock was made by Bianchi Stephen M on Jan 29 2024, selling 1,045 shares at $11.88 per share (valued at $12.41K). The last insider buy of CZWI was made by BROUCEK JAMES S on Aug 13 2024, buying 16 shares at $12.47 per share (worth $199.52).

Citizens Community Bancorp Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 20245--
Q2 20246--
Q1 2024156250.00%
Q4 20236--
Q3 20231--
Q2 202317--
Q1 2023186300.00%
Q4 20222--
Q3 202215--
Q1 2022229244.44%
Q4 202162300.00%
Q3 202120--
Q2 20211411400.00%
Q1 20213313300.00%
Q4 202029--
Q3 202017--
Q2 202031--
Q1 2020364900.00%
Q4 2019102500.00%
Q3 201913--

5 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Citizens Community Bancorp's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 20245--
Q2 20246--
Q1 20244--
Q4 20236--
Q3 20231--
Q2 202317--
Q1 20233--
Q4 20222--
Q3 202214--
Q1 20228--
Q4 20216--
Q3 202120--
Q2 202114--
Q1 202121--
Q4 202029--
Q3 202017--
Q2 202031--
Q1 202025--
Q4 201910--
Q3 201913--

As of Q3 2024, Insider owners conducted 5 open market buy trades and 0 open market sell trades of Citizens Community Bancorp's stocks.

Citizens Community Bancorp Peer Ownership


TickerCompany
BSRRSierra Bancorp
OFEDOconee Federal Financial Corp.
HBCPHome Bancorp, Inc.
QCRHQCR Holdings, Inc.
FNCBFNCB Bancorp, Inc.
CIVBCivista Bancshares, Inc.
FCAPFirst Capital, Inc.
CWBCCommunity West Bancshares
FFNWFirst Financial Northwest, Inc.
HMNFHMN Financial, Inc.
HFBLHome Federal Bancorp, Inc. of Louisiana
FNWBFirst Northwest Bancorp
HTBIHomeTrust Bancshares, Inc.
CBFVCB Financial Services, Inc.

CZWI Ownership FAQ


Citizens Community Bancorp is owned by institutional shareholders (14.83%), insiders (4.81%), and public (80.36%). The largest institutional shareholder of Citizens Community Bancorp is ALLIANCEBERNSTEIN L.P. (9.88% of total shares) and the top mutual fund owner is JOHN HANCOCK INVESTMENT TRUST II (0.70% of total shares).

Citizens Community Bancorp's major institutional shareholders are ALLIANCEBERNSTEIN L.P., FJ CAPITAL MANAGEMENT LLC, BANC FUNDS CO LLC, VANGUARD GROUP INC, and MANUFACTURERS LIFE INSURANCE COMPANY, THE. The top five shareholders own together 36.48% of the company's share outstanding.

As of Jun 2024, there are 15 institutional shareholders of Citizens Community Bancorp.

ALLIANCEBERNSTEIN L.P owns 1.03M shares of Citizens Community Bancorp, representing 9.88% of the company's total shares outstanding, valued at $11.93M (as of Jun 2024).

As of Jun 2024, FJ CAPITAL MANAGEMENT LLC holds 951.59K shares of Citizens Community Bancorp (CZWI), compromising 9.12% of the company, valued at $11.01M.

BANC FUNDS CO LLC is the third largest holder of Citizens Community Bancorp. The company owns 679.52K of the company's shares outstanding (worth $7.86M).