Eagle Bancorp Montana Ownership | Who Owns Eagle Bancorp Montana?
Eagle Bancorp Montana Ownership Summary
Eagle Bancorp Montana is owned by 38.65% institutional investors, 7.85% insiders, and 53.50% retail investors. Fourthstone is the largest institutional shareholder, holding 6.58% of EBMT shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.21% of its assets in Eagle Bancorp Montana shares.
EBMT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Eagle Bancorp Montana | 38.65% | 7.85% | 53.50% |
| Sector | Financial Services Stocks | 43.55% | 12.63% | 43.82% |
| Industry | Regional Banks Stocks | 49.57% | 11.62% | 38.81% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fourthstone | 514.76K | 6.58% | $6.83M |
| Vanguard group | 379.68K | 4.85% | $5.04M |
| Manufacturers life insurance company, the | 373.21K | 4.77% | $4.95M |
| Petiole usa | 231.48K | 2.96% | $3.07M |
| Pacific ridge capital partners | 179.11K | 2.29% | $2.38M |
| Brandes investment partners, lp | 171.17K | 2.19% | $2.25M |
| Blackrock | 126.65K | 1.62% | $1.68M |
| Holdco asset management, lp | 122.93K | 1.57% | $1.63M |
| Dimensional fund advisors lp | 93.17K | 1.19% | $1.24M |
| Renaissance | 78.41K | 1.00% | $1.04M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Holdco asset management, lp | 122.93K | 9.98% | $1.63M |
| Petiole usa | 231.48K | 2.58% | $3.07M |
| Fourthstone | 514.76K | 2.17% | $6.83M |
| Pacific ridge capital partners | 179.11K | 0.57% | $2.38M |
| Cutler capital management | 71.23K | 0.37% | $945.21K |
| Tnf | 37.87K | 0.20% | $541.51K |
| Minerva advisors | 21.10K | 0.18% | $277.23K |
| Pinnacle | 25.98K | 0.14% | $344.81K |
| Allied investment advisors | 42.77K | 0.13% | $567.54K |
| John g ullman & associates | 55.19K | 0.11% | $732.40K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fourthstone | 514.76K | 2.17% | 57.83K |
| Brandes investment partners, lp | 171.17K | 0.03% | 21.44K |
| Vanguard group | 379.68K | 0.00% | 18.49K |
| Alliancebernstein | 28.68K | 0.00% | 17.68K |
| Atria investments | 11.53K | 0.00% | 11.53K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 126.65K | - | -18.49K |
| Kennedy capital management | - | - | -16.24K |
| Williams jones wealth management, llc. | - | - | -12.20K |
| Naples global advisors | - | - | -11.31K |
| Pacific ridge capital partners | 179.11K | 0.57% | -7.74K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Atria investments | 11.53K | 0.00% | 11.53K | $153.02K |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -167.00 |
| Royal bank of canada | -200.00 |
| Advisor group | -500.00 |
| Morgan dempsey capital management | -4.43K |
| Naples global advisors | -11.31K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 47 | -6.00% | 3,024,473 | 2.68% | 38 | 2.72% | 19 | 11.76% | 10 | -41.18% |
| Mar 31, 2024 | 50 | 2.04% | 2,945,592 | 2.40% | 37 | 2.76% | 17 | -5.56% | 17 | 41.67% |
| Dec 31, 2023 | 49 | 2.08% | 2,876,541 | 5.21% | 36 | 3.00% | 18 | - | 12 | -7.69% |
| Sep 30, 2023 | 48 | - | 2,734,136 | 3.70% | 35 | 3.06% | 18 | -5.26% | 13 | 18.18% |
| Jun 30, 2023 | 48 | 4.35% | 2,636,588 | 1.28% | 33 | 3.03% | 19 | 5.56% | 11 | -21.43% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 257.55K | 3.21% | - |
| JHancock Regional Bank A | 187.43K | 2.34% | - |
| Pacific Ridge Capital Ptnrs Micro Cp Val | 166.17K | 2.07% | -9.70K |
| JH Financial Opportunities | 127.72K | 1.59% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 110.61K | 1.38% | - |
| Adara Smaller Companies | 49.18K | 0.61% | -14.39K |
| iShares Core S&P Total US Stock Mkt ETF | 47.62K | 0.59% | - |
| Acuitas US Microcap Strategy | 43.70K | 0.55% | -350.00 |
| Fidelity Extended Market Index | 42.16K | 0.53% | 2.45K |
| Brandes Small Cap Value R6 | 38.11K | 0.48% | 1.12K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 12, 2024 | MCCARVEL THOMAS J | - | Sell | $18.53K |
| Nov 01, 2024 | Walsh Kenneth M | - | Sell | $110.22K |
| Aug 23, 2024 | JOHNSON PETER JOSEPH | - | Sell | $14.45K |
| Aug 23, 2024 | JOHNSON PETER JOSEPH | - | Sell | $30.43K |
| Aug 23, 2024 | JOHNSON PETER JOSEPH | - | Sell | $35.63K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 2 |
| 2024 Q3 | - | 10 |
| 2024 Q2 | 1 | 26 |
| 2024 Q1 | 1 | 3 |
| 2023 Q4 | - | - |
EBMT Ownership FAQ
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