First Business Financial Services Ownership 2024 | Who Owns First Business Financial Services Now?
Institutional Ownership
23.10%
Insider Ownership
5.66%
Retail Ownership
71.25%
Institutional Holders
31.00
First Business Financial Services Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 8.39% | 0.00% | 680,513 | 15,944 | 2.40% | 25,172,176 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 6.63% | 0.01% | 537,808 | 7,871 | 1.49% | 19,892,935 | Jun 30, 2024 |
| BANC FUNDS CO LLC | 5.42% | 1.93% | 439,530 | -18,195 | -3.98% | 16,258,215 | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.74% | 0.00% | 384,337 | 23,267 | 6.44% | 14,216,625 | Jun 30, 2024 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | 4.36% | 1.39% | 353,718 | 3,528 | 1.01% | 13,084,029 | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3.39% | 0.01% | 274,936 | -2,074 | -0.75% | 10,169,883 | Jun 30, 2024 |
| M3F, INC. | 2.69% | 2.99% | 218,082 | -2,592 | -1.17% | 8,067,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.11% | 0.00% | 171,204 | 7,737 | 4.73% | 6,333,543 | Jun 30, 2024 |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 2.01% | 1.45% | 163,049 | -6,854 | -4.03% | 6,031,183 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 1.90% | 0.01% | 153,765 | 300 | 0.20% | 5,687,767 | Jun 30, 2024 |
| CUTLER CAPITAL MANAGEMENT, LLC | 1.89% | 2.22% | 153,499 | 636 | 0.42% | 5,677,921 | Jun 30, 2024 |
| STATE STREET CORP | 1.65% | 0.00% | 134,083 | 8,636 | 6.88% | 4,959,730,000 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 1.46% | 0.00% | 118,101 | 739 | 0.63% | 4,368,556 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 1.34% | 0.01% | 109,025 | -200 | -0.18% | 4,033,000 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 1.28% | 0.00% | 104,075 | -30,453 | -22.64% | 3,849,735 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.14% | 0.00% | 92,363 | -2,376 | -2.51% | 3,416,507,000 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.10% | 0.08% | 89,561 | 3,060 | 3.54% | 3,312,861 | Jun 30, 2024 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1.08% | 0.01% | 87,509 | 5,940 | 7.28% | 3,236,958 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.82% | 0.00% | 66,729 | 27 | 0.04% | 2,468,306 | Jun 30, 2024 |
| FEDERATED HERMES, INC. | 0.82% | 0.01% | 66,423 | -296 | -0.44% | 2,456,987,000 | Jun 30, 2024 |
First Business Financial Services's largest institutional shareholder is BLACKROCK INC., holding 8.39% of the company's total share outstanding, currently valued at $25.17M. The top 10 institutional shareholders own together 41.65% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| M3F, INC. | 2.69% | 2.99% | 218,082 | -2,592 | -1.17% | 8,067,000 | Jun 30, 2024 |
| JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC. | 0.56% | 2.36% | 45,000 | - | - | 1,664,550 | Jun 30, 2024 |
| CUTLER CAPITAL MANAGEMENT, LLC | 1.89% | 2.22% | 153,499 | 636 | 0.42% | 5,677,921 | Jun 30, 2024 |
| BANC FUNDS CO LLC | 5.42% | 1.93% | 439,530 | -18,195 | -3.98% | 16,258,215 | Jun 30, 2024 |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 2.01% | 1.45% | 163,049 | -6,854 | -4.03% | 6,031,183 | Jun 30, 2024 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | 4.36% | 1.39% | 353,718 | 3,528 | 1.01% | 13,084,029 | Jun 30, 2024 |
| VISTA INVESTMENT MANAGEMENT | 0.71% | 0.86% | 57,226 | 1,092 | 1.95% | 2,116,787 | Jun 30, 2024 |
| POEHLING CAPITAL MANAGEMENT, INC. | 0.72% | 0.59% | 58,327 | - | - | 2,157,516 | Jun 30, 2024 |
| GATOR CAPITAL MANAGEMENT, LLC | 0.29% | 0.45% | 23,850 | - | - | 882,212 | Jun 30, 2024 |
| UNCOMMON CENTS INVESTING LLC | 0.45% | 0.42% | 36,125 | -255 | -0.70% | 1,336,264 | Jun 30, 2024 |
| DE LISLE PARTNERS LLP | 0.57% | 0.37% | 46,591 | - | - | 1,709,424 | Jun 30, 2024 |
| RIVERWATER PARTNERS LLC | 0.16% | 0.35% | 12,895 | -1,380 | -9.67% | 476,987 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.10% | 0.08% | 89,561 | 3,060 | 3.54% | 3,312,861 | Jun 30, 2024 |
| MATTERN WEALTH MANAGEMENT LLC | 0.10% | 0.07% | 8,000 | - | - | 295,920 | Jun 30, 2024 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 0.07% | 0.03% | 6,020 | - | - | 222,680 | Jun 30, 2024 |
| 1834 INVESTMENT ADVISORS CO | 0.08% | 0.03% | 6,508 | 47 | 0.73% | 240,749 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.54% | 0.03% | 44,161 | 3,060 | 7.45% | 1,633,515 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.09% | 0.02% | 7,160 | -2,524 | -26.06% | 265,000 | Jun 30, 2024 |
| MENDOTA FINANCIAL GROUP, LLC | 0.01% | 0.02% | 800 | - | - | 29,592 | Jun 30, 2024 |
| MARTINGALE ASSET MANAGEMENT L P | 0.18% | 0.01% | 14,522 | - | - | 537,169 | Jun 30, 2024 |
The largest First Business Financial Services shareholder by % of total assets is M3F, INC.. The company owns 218.08K shares of First Business Financial Services (FBIZ), representing 2.99% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 4.74% | 0.00% | 384,337 | 23,267 | 6.44% | 14,216,625 | Jun 30, 2024 |
| BLACKROCK INC. | 8.39% | 0.00% | 680,513 | 15,944 | 2.40% | 25,172,176 | Jun 30, 2024 |
| STATE STREET CORP | 1.65% | 0.00% | 134,083 | 8,636 | 6.88% | 4,959,730,000 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 6.63% | 0.01% | 537,808 | 7,871 | 1.49% | 19,892,935 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.11% | 0.00% | 171,204 | 7,737 | 4.73% | 6,333,543 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | 0.09% | 0.00% | 7,023 | 7,023 | 100.00% | 259,781 | Jun 30, 2024 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1.08% | 0.01% | 87,509 | 5,940 | 7.28% | 3,236,958 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.07% | 0.00% | 5,519 | 5,519 | 100.00% | 204,148 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 4,237 | 4,237 | 100.00% | 156,727 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | 0.07% | 0.00% | 5,977 | 3,592 | 150.61% | 221,089 | Jun 30, 2024 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | 4.36% | 1.39% | 353,718 | 3,528 | 1.01% | 13,084,029 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.04% | 0.00% | 3,254 | 3,254 | 100.00% | 120,365 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.54% | 0.03% | 44,161 | 3,060 | 7.45% | 1,633,515 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.10% | 0.08% | 89,561 | 3,060 | 3.54% | 3,312,861 | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | 0.11% | 0.01% | 8,936 | 2,262 | 33.89% | 329,649 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.47% | 0.00% | 37,891 | 1,998 | 5.57% | 1,401,595 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.11% | 0.00% | 9,199 | 1,700 | 22.67% | 340,271 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.02% | 0.00% | 1,465 | 1,384 | 1708.64% | 54,190 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.08% | - | 6,833 | 1,314 | 23.81% | 252,753 | Jun 30, 2024 |
| INVESCO LTD. | 0.22% | 0.00% | 18,079 | 1,172 | 6.93% | 668,742 | Jun 30, 2024 |
As of Jun 30 2024, First Business Financial Services's largest institutional buyer is VANGUARD GROUP INC. The company purchased 23.27K stocks of FBIZ, valued at $14.22M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FRANKLIN RESOURCES INC | 1.28% | 0.00% | 104,075 | -30,453 | -22.64% | 3,849,735 | Jun 30, 2024 |
| BANC FUNDS CO LLC | 5.42% | 1.93% | 439,530 | -18,195 | -3.98% | 16,258,215 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.07% | - | 6,010 | -9,940 | -62.32% | 222,310 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.07% | 0.00% | 5,742 | -8,374 | -59.32% | 212,397 | Jun 30, 2024 |
| GLOBEFLEX CAPITAL L P | - | - | - | -7,928 | -100.00% | - | Jun 30, 2024 |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 2.01% | 1.45% | 163,049 | -6,854 | -4.03% | 6,031,183 | Jun 30, 2024 |
| UBS GROUP AG | 0.03% | - | 2,412 | -5,381 | -69.05% | 89,220 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -3,873 | -100.00% | - | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.19% | 0.00% | 15,683 | -3,263 | -17.22% | 581,000 | Jun 30, 2024 |
| BARCLAYS PLC | 0.24% | 0.00% | 19,412 | -2,780 | -12.53% | 718,000 | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -2,761 | -100.00% | - | Jun 30, 2024 |
| M3F, INC. | 2.69% | 2.99% | 218,082 | -2,592 | -1.17% | 8,067,000 | Jun 30, 2024 |
| MORGAN STANLEY | 0.29% | 0.00% | 23,505 | -2,583 | -9.90% | 869,458 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.09% | 0.02% | 7,160 | -2,524 | -26.06% | 265,000 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.14% | 0.00% | 92,363 | -2,376 | -2.51% | 3,416,507,000 | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.02% | - | 1,582 | -2,348 | -59.75% | 58,518 | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3.39% | 0.01% | 274,936 | -2,074 | -0.75% | 10,169,883 | Jun 30, 2024 |
| RIVERWATER PARTNERS LLC | 0.16% | 0.35% | 12,895 | -1,380 | -9.67% | 476,987 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.38% | 0.00% | 30,780 | -738 | -2.34% | 1,138,552 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.16% | 0.00% | 13,101 | -734 | -5.31% | 471,636 | Jun 30, 2024 |
As of Jun 30 2024, First Business Financial Services's biggest institutional seller is FRANKLIN RESOURCES INC. The company sold -30.45K shares of FBIZ, valued at $3.85M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| TREXQUANT INVESTMENT LP | 0.09% | 0.00% | 7,023 | 7,023 | 100.00% | 259,781 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.07% | 0.00% | 5,519 | 5,519 | 100.00% | 204,148 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 4,237 | 4,237 | 100.00% | 156,727 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.04% | 0.00% | 3,254 | 3,254 | 100.00% | 120,365 | Jun 30, 2024 |
| CWM, LLC | 0.00% | 0.00% | 297 | 297 | 100.00% | 11,000 | Jun 30, 2024 |
| PICTON MAHONEY ASSET MANAGEMENT | 0.00% | 0.00% | 275 | 275 | 100.00% | 10,000 | Jun 30, 2024 |
| ADVISOR GROUP HOLDINGS, INC. | 0.00% | - | 67 | 67 | 100.00% | 2,478 | Jun 30, 2024 |
| ASSETMARK, INC | 0.00% | - | 35 | 35 | 100.00% | 1,295 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | - | - | 2 | 2 | 100.00% | 74 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | - | - | 1 | 1 | 100.00% | 37 | Jun 30, 2024 |
First Business Financial Services's largest new institutional shareholder by number of shares is TREXQUANT INVESTMENT LP, purchased 7.02K shares, valued at $259.78K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GLOBEFLEX CAPITAL L P | - | - | - | -7,928 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -3,873 | -100.00% | - | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -2,761 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -496 | -100.00% | - | Jun 30, 2024 |
| ATWOOD & PALMER INC | - | - | - | -200 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -2 | -100.00% | - | Jun 30, 2024 |
First Business Financial Services's largest sold out institutional shareholder by shares sold is GLOBEFLEX CAPITAL L P, sold -7.93K shares, valued at -, as of undefined.
First Business Financial Services Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Angel Oak Financial Strategies Income Term Trust | 2.19% | 9,500,000 | - | - | Jan 31, 2024 |
| CALDWELL & ORKIN FUNDS INC | 0.55% | 7,500 | - | - | Jan 31, 2024 |
| JOHN HANCOCK INVESTMENT TRUST II | 0.37% | 155,290 | -9,650 | -5.85% | Jan 31, 2024 |
| JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | 0.07% | 91,858 | - | - | Mar 31, 2024 |
| FRANKLIN VALUE INVESTORS TRUST | 0.04% | 130,500 | - | - | Jan 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.02% | 45,400 | - | - | Mar 28, 2024 |
| Vericimetry Funds | 0.01% | 1,320 | - | - | Mar 31, 2024 |
| Federated Hermes MDT Series | 0.01% | 35,085 | 4,648 | 15.27% | Jan 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.01% | 1,787 | - | - | Mar 28, 2024 |
| Angel Oak Funds Trust | 0.01% | 750,000 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.01% | 4,314 | - | - | Mar 31, 2024 |
| SSGA FUNDS | 0.01% | 2,604 | - | - | Feb 29, 2024 |
| AMG Funds I | 0.01% | 10,771 | - | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.00% | 27,076 | - | - | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 13,674 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 1,202 | - | - | Mar 31, 2024 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.00% | 21,665 | - | - | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 360 | - | - | Mar 31, 2024 |
| Legg Mason ETF Investment Trust | 0.00% | 2,626 | - | - | Mar 31, 2024 |
| TARGET PORTFOLIO TRUST | 0.00% | 18,500 | - | - | Jan 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 311,528 | -91,400 | -22.68% | Mar 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 66,122 | 12 | 0.02% | Feb 29, 2024 |
| RBB FUND, INC. | 0.00% | 53,989 | - | - | Feb 29, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 20,699 | 16 | 0.08% | Jan 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 10,506 | 82 | 0.79% | Mar 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 434,061 | 48,843 | 12.68% | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 65,352 | 2,546 | 4.05% | Feb 29, 2024 |
| Meeder Funds | 0.00% | 1,414 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 2,845 | - | - | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 601 | - | - | Mar 31, 2024 |
| Fidelity Commonwealth Trust II | 0.00% | 1,249 | - | - | Aug 31, 2023 |
| NORTHERN FUNDS | 0.00% | 26,509 | -7,420 | -21.87% | Mar 28, 2024 |
| VALIC Co II | 0.00% | 6,100 | 100 | 1.67% | Feb 28, 2021 |
| AdvisorShares Trust | 0.00% | 713 | - | - | Mar 28, 2024 |
| Dimensional ETF Trust | 0.00% | 77,786 | 507 | 0.66% | Jan 31, 2024 |
| JPMORGAN INSURANCE TRUST | 0.00% | 2,200 | - | - | Mar 31, 2023 |
| GPS Funds I | 0.00% | 890 | - | - | Mar 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.00% | 4,892 | - | - | Mar 31, 2024 |
| Invesco Exchange-Traded Fund Trust II | 0.00% | 42,942 | - | - | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 4,357 | - | - | Mar 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 11,214 | 12 | 0.11% | Jan 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 3,930 | -362 | -8.43% | Mar 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 67 | - | - | Apr 30, 2021 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 2,700 | - | - | Jan 31, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.00% | 10,600 | - | - | Mar 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 390 | - | - | Mar 31, 2024 |
| Goldman Sachs ETF Trust | 0.00% | 7,558 | -74 | -0.97% | Feb 29, 2024 |
| Global X Funds | 0.00% | 3,314 | - | - | Jan 31, 2024 |
| DIMENSIONAL INVESTMENT GROUP INC | 0.00% | 964 | - | - | Jan 31, 2024 |
| RBC FUNDS TRUST | 0.00% | 7,700 | - | - | Mar 28, 2024 |
| Voya INVESTORS TRUST | 0.00% | 3,400 | - | - | Mar 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 13,228 | 549 | 4.33% | Feb 29, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 3,746 | 673 | 21.90% | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 611 | - | - | Mar 31, 2024 |
| Segall Bryant & Hamill Trust | 0.00% | 798 | - | - | Mar 31, 2024 |
| Northern Lights Fund Trust IV | 0.00% | 13,615 | - | - | Jan 31, 2024 |
| RUSSELL INVESTMENT CO | 0.00% | 12,588 | - | - | Jan 31, 2024 |
| MAINSTAY FUNDS TRUST | 0.00% | 8,599 | - | - | Jan 31, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 2,117 | - | - | Dec 31, 2023 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 551 | - | - | Mar 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 87 | - | - | Mar 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 1,669 | - | - | Feb 29, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 2,264 | - | - | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 20 | - | - | Dec 31, 2023 |
| LAZARD FUNDS INC | 0.00% | 862 | 862 | - | Mar 31, 2024 |
| OLD WESTBURY FUNDS INC | 0.00% | 2,683 | - | - | Jan 31, 2024 |
| iSHARES TRUST | 0.00% | 312,263 | -18,971 | -5.73% | Mar 31, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 72 | - | - | Dec 31, 2023 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 34,324 | 3,588 | 11.67% | Feb 29, 2024 |
| STONE RIDGE TRUST | 0.00% | 391 | - | - | Jan 31, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 2,120 | - | - | Mar 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 15,386 | - | - | Mar 31, 2024 |
| PGIM ETF TRUST | 0.00% | 708 | - | - | Feb 29, 2024 |
| VALIC Co I | 0.00% | 3,016 | -12 | -0.40% | Feb 29, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 300 | - | - | Mar 28, 2024 |
| Janus Detroit Street Trust | 0.00% | 1,334 | - | - | Jan 31, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 36 | - | - | Dec 31, 2023 |
| WisdomTree Trust | 0.00% | 13,909 | -159 | -1.13% | Mar 31, 2024 |
| BLACKROCK FUNDS | 0.00% | 45,644 | -1,437 | -3.05% | Feb 29, 2024 |
| DFA INVESTMENT TRUST CO | 0.00% | 964 | - | - | Jan 31, 2024 |
| HC CAPITAL TRUST | 0.00% | 209 | - | - | Mar 31, 2024 |
| TIAA-CREF FUNDS | 0.00% | 18,512 | - | - | Jan 31, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 736 | -6 | -0.81% | Jan 31, 2024 |
| EMPOWER FUNDS, INC. | 0.00% | 6,100 | - | - | Mar 31, 2024 |
| ProFunds | 0.00% | 61 | -5 | -7.58% | Mar 31, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 11,696 | 3,686 | 46.02% | Mar 31, 2024 |
| PROSHARES TRUST | 0.00% | 1,152 | 137 | 13.50% | Feb 29, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 1,037 | 187 | 22.00% | Jan 31, 2024 |
| ADVANCED SERIES TRUST | 0.00% | 14,364 | - | - | Mar 28, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 5 | - | - | Dec 31, 2023 |
| NORTHERN LIGHTS FUND TRUST II | 0.00% | 45 | - | - | Mar 31, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 4,107 | - | - | Mar 31, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 371 | - | - | Feb 29, 2024 |
| Brighthouse Funds Trust II | 0.00% | 2,763 | - | - | Mar 31, 2024 |
| PRINCIPAL FUNDS, INC. | 0.00% | 16,027 | -121 | -0.75% | Jan 31, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 890 | -4 | -0.45% | Jan 31, 2024 |
| Brinker Capital Destinations Trust | 0.00% | 143 | - | - | Feb 29, 2024 |
| COLUMBIA FUNDS SERIES TRUST I | 0.00% | 10,742 | 635 | 6.28% | Feb 29, 2024 |
| ETF Series Solutions | 0.00% | 46 | - | - | Jan 31, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 4,286 | -291 | -6.36% | Mar 31, 2024 |
First Business Financial Services's largest mutual fund holder by % of total assets is "Angel Oak Financial Strategies Income Term Trust", owning 9.50M shares, compromising 2.19% of its total assets.
First Business Financial Services Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 31 | -62.65% |
| 31 Mar, 24 | 83 | -1.19% |
| 31 Dec, 23 | 84 | 3.70% |
| 30 Sep, 23 | 81 | - |
| 30 Jun, 23 | 81 | -4.71% |
| 31 Mar, 23 | 85 | -4.49% |
| 31 Dec, 22 | 89 | 3.49% |
| 30 Sep, 22 | 86 | -3.37% |
| 30 Jun, 22 | 89 | 17.11% |
| 31 Mar, 22 | 76 | 4.11% |
| 31 Dec, 21 | 73 | -2.67% |
| 30 Sep, 21 | 75 | -1.32% |
| 30 Jun, 21 | 76 | -1.30% |
| 31 Mar, 21 | 77 | 10.00% |
| 31 Dec, 20 | 70 | -4.11% |
| 30 Sep, 20 | 73 | -9.88% |
| 30 Jun, 20 | 81 | 3.85% |
| 31 Mar, 20 | 78 | -3.70% |
| 31 Dec, 19 | 81 | 1.25% |
| 30 Sep, 19 | 80 | 5.26% |
| 30 Jun, 19 | 76 | -1.30% |
| 31 Mar, 19 | 77 | 2.67% |
| 31 Dec, 18 | 75 | - |
| 30 Sep, 18 | 75 | -5.06% |
| 30 Jun, 18 | 79 | 6.76% |
| 31 Mar, 18 | 74 | 7.25% |
| 31 Dec, 17 | 69 | 9.52% |
| 30 Sep, 17 | 63 | 5.00% |
| 30 Jun, 17 | 60 | -7.69% |
| 31 Mar, 17 | 65 | -8.45% |
| 31 Dec, 16 | 71 | 1.43% |
| 30 Sep, 16 | 70 | -9.09% |
| 30 Jun, 16 | 77 | -2.53% |
| 31 Mar, 16 | 79 | 8.22% |
| 31 Dec, 15 | 73 | 10.61% |
| 30 Sep, 15 | 66 | -10.81% |
| 30 Jun, 15 | 74 | 10.45% |
| 31 Mar, 15 | 67 | -1.47% |
| 31 Dec, 14 | 68 | 1.49% |
| 30 Sep, 14 | 67 | -5.63% |
| 30 Jun, 14 | 71 | 42.00% |
| 31 Mar, 14 | 50 | 19.05% |
| 31 Dec, 13 | 42 | 40.00% |
| 30 Sep, 13 | 30 | 7.14% |
| 30 Jun, 13 | 28 | 180.00% |
| 31 Mar, 13 | 10 | 11.11% |
| 31 Dec, 12 | 9 | 125.00% |
| 30 Sep, 12 | 4 | - |
| 30 Jun, 12 | 4 | 33.33% |
| 31 Mar, 12 | 3 | -25.00% |
| 31 Dec, 11 | 4 | 100.00% |
| 30 Sep, 11 | 2 | 100.00% |
| 30 Jun, 11 | 1 | - |
| 31 Mar, 11 | 1 | - |
| 31 Dec, 10 | 1 | - |
| 30 Jun, 10 | 2 | 100.00% |
| 31 Mar, 10 | 1 | - |
| 31 Dec, 09 | 1 | - |
| 30 Jun, 09 | 1 | - |
| 30 Sep, 08 | 1 | - |
| 30 Jun, 08 | 1 | - |
| 31 Mar, 08 | 1 | - |
| 31 Dec, 07 | 1 | - |
| 30 Sep, 07 | 1 | - |
| 30 Jun, 07 | 1 | - |
| 31 Mar, 07 | 1 | - |
As of 30 Jun 24, 31 institutions are holding First Business Financial Services's shares, representing a decrease of -62.65% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 1,872,644 | -63.97% |
| 31 Mar, 24 | 5,197,014 | 0.68% |
| 31 Dec, 23 | 5,162,155 | 0.34% |
| 30 Sep, 23 | 5,144,502 | -2.70% |
| 30 Jun, 23 | 5,287,298 | -0.92% |
| 31 Mar, 23 | 5,336,570 | -0.60% |
| 31 Dec, 22 | 5,369,022 | -3.65% |
| 30 Sep, 22 | 5,572,689 | 0.89% |
| 30 Jun, 22 | 5,523,540 | 6.70% |
| 31 Mar, 22 | 5,176,508 | 2.01% |
| 31 Dec, 21 | 5,074,290 | 1.82% |
| 30 Sep, 21 | 4,983,706 | -3.00% |
| 30 Jun, 21 | 5,137,590 | -7.79% |
| 31 Mar, 21 | 5,571,663 | 3.41% |
| 31 Dec, 20 | 5,388,147 | -0.19% |
| 30 Sep, 20 | 5,398,492 | -2.20% |
| 30 Jun, 20 | 5,520,047 | -0.60% |
| 31 Mar, 20 | 5,553,109 | -0.71% |
| 31 Dec, 19 | 5,592,658 | 0.64% |
| 30 Sep, 19 | 5,557,019 | 0.29% |
| 30 Jun, 19 | 5,540,936 | 1.09% |
| 31 Mar, 19 | 5,481,135 | -0.97% |
| 31 Dec, 18 | 5,534,945 | 0.06% |
| 30 Sep, 18 | 5,531,538 | 0.74% |
| 30 Jun, 18 | 5,490,987 | -0.70% |
| 31 Mar, 18 | 5,529,805 | 3.88% |
| 31 Dec, 17 | 5,323,227 | 3.23% |
| 30 Sep, 17 | 5,156,894 | -1.54% |
| 30 Jun, 17 | 5,237,378 | 1.04% |
| 31 Mar, 17 | 5,183,344 | 1.83% |
| 31 Dec, 16 | 5,089,971 | 1.90% |
| 30 Sep, 16 | 4,995,270 | -0.85% |
| 30 Jun, 16 | 5,038,010 | -1.59% |
| 31 Mar, 16 | 5,119,593 | 2.87% |
| 31 Dec, 15 | 4,976,747 | -44.87% |
| 30 Sep, 15 | 9,026,936 | 302.36% |
| 30 Jun, 15 | 2,243,490 | 2.28% |
| 31 Mar, 15 | 2,193,561 | -1.58% |
| 31 Dec, 14 | 2,228,678 | 9.37% |
| 30 Sep, 14 | 2,037,700 | 2.69% |
| 30 Jun, 14 | 1,984,339 | 19.92% |
| 31 Mar, 14 | 1,654,720 | -6.67% |
| 31 Dec, 13 | 1,772,950 | 3.94% |
| 30 Sep, 13 | 1,705,809 | 1.99% |
| 30 Jun, 13 | 1,672,596 | 98.30% |
| 31 Mar, 13 | 843,457 | 8.86% |
| 31 Dec, 12 | 774,825 | 531.24% |
| 30 Sep, 12 | 122,747 | 12.05% |
| 30 Jun, 12 | 109,546 | 59.93% |
| 31 Mar, 12 | 68,498 | 18.93% |
| 31 Dec, 11 | 57,593 | 109.43% |
| 30 Sep, 11 | 27,500 | 1000.00% |
| 30 Jun, 11 | 2,500 | -98.63% |
| 31 Mar, 11 | 182,569 | 139.81% |
| 31 Dec, 10 | 76,131 | - |
| 30 Jun, 10 | 12,044 | 8.66% |
| 31 Mar, 10 | 11,084 | - |
| 31 Dec, 09 | 11,084 | - |
| 30 Jun, 09 | 2,825 | - |
| 30 Sep, 08 | 2,825 | 3.67% |
| 30 Jun, 08 | 2,725 | - |
| 31 Mar, 08 | 2,725 | 3.81% |
| 31 Dec, 07 | 2,625 | -81.64% |
| 30 Sep, 07 | 14,300 | - |
| 30 Jun, 07 | 14,300 | 21.19% |
| 31 Mar, 07 | 11,800 | - |
First Business Financial Services (FBIZ) has 1.87M shares outstanding as of 30 Jun 24, down -63.97% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 23.10% | 0.56% |
| 31 Mar, 24 | 64.10% | 1.58% |
| 31 Dec, 23 | 63.67% | 1.56% |
| 30 Sep, 23 | 63.81% | 1.52% |
| 30 Jun, 23 | 64.89% | 1.51% |
| 31 Mar, 23 | 65.49% | 1.52% |
| 31 Dec, 22 | 65.63% | 1.43% |
| 30 Sep, 22 | 67.70% | 1.50% |
| 30 Jun, 22 | 67.15% | 1.70% |
| 31 Mar, 22 | 62.88% | 1.69% |
| 31 Dec, 21 | 61.03% | 1.71% |
| 30 Sep, 21 | 59.76% | 1.59% |
| 30 Jun, 21 | 61.27% | 1.40% |
| 31 Mar, 21 | 66.10% | 1.61% |
| 31 Dec, 20 | 64.01% | 1.55% |
| 30 Sep, 20 | 64.24% | 1.48% |
| 30 Jun, 20 | 65.78% | 1.50% |
| 31 Mar, 20 | 66.20% | 1.53% |
| 31 Dec, 19 | 65.68% | 1.53% |
| 30 Sep, 19 | 65.43% | 1.57% |
| 30 Jun, 19 | 64.66% | 1.60% |
| 31 Mar, 19 | 63.58% | 1.56% |
| 31 Dec, 18 | 63.90% | 1.56% |
| 30 Sep, 18 | 63.95% | 1.58% |
| 30 Jun, 18 | 63.62% | 1.55% |
| 31 Mar, 18 | 64.05% | 1.68% |
| 31 Dec, 17 | 61.67% | 1.72% |
| 30 Sep, 17 | 59.82% | 1.61% |
| 30 Jun, 17 | 60.89% | 1.68% |
| 31 Mar, 17 | 60.27% | 1.71% |
| 31 Dec, 16 | 59.37% | 1.75% |
| 30 Sep, 16 | 58.20% | 1.68% |
| 30 Jun, 16 | 58.81% | 1.65% |
| 31 Mar, 16 | 59.77% | 1.76% |
| 31 Dec, 15 | 58.21% | 0.52% |
| 30 Sep, 15 | 105.62% | 3.81% |
| 30 Jun, 15 | 52.65% | 1.99% |
| 31 Mar, 15 | 51.49% | 1.77% |
| 31 Dec, 14 | 53.96% | 1.94% |
| 30 Sep, 14 | 52.68% | 2.08% |
| 30 Jun, 14 | 50.39% | 2.84% |
| 31 Mar, 14 | 42.15% | 2.10% |
| 31 Dec, 13 | 44.80% | 2.37% |
| 30 Sep, 13 | 43.48% | 2.38% |
| 30 Jun, 13 | 42.71% | 9.17% |
| 31 Mar, 13 | 21.58% | 5.51% |
| 31 Dec, 12 | 19.78% | 84.68% |
| 30 Sep, 12 | 4.83% | 27.40% |
| 30 Jun, 12 | 4.20% | 57.30% |
| 31 Mar, 12 | 2.71% | 52.25% |
| 31 Dec, 11 | 2.28% | 189.91% |
| 30 Sep, 11 | 1.09% | 10944.70% |
| 30 Jun, 11 | 0.10% | 0.19% |
| 31 Mar, 11 | 7.31% | 312.56% |
| 31 Dec, 10 | 1.53% | - |
| 30 Jun, 10 | 0.49% | 242.25% |
| 31 Mar, 10 | 0.45% | 884.45% |
| 31 Dec, 09 | 0.23% | - |
| 30 Jun, 09 | 0.12% | - |
| 30 Sep, 08 | 0.12% | 919.68% |
| 30 Jun, 08 | 0.11% | 876.15% |
| 31 Mar, 08 | 0.11% | 993.07% |
| 31 Dec, 07 | 0.11% | 31.56% |
| 30 Sep, 07 | 0.58% | 171.34% |
| 30 Jun, 07 | 0.58% | 260.66% |
| 31 Mar, 07 | 0.47% | - |
As of 30 Jun 24, First Business Financial Services is held by 23.10% institutional shareholders, representing a 0.56% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 16 | -54.29% |
| 31 Mar, 24 | 35 | -12.50% |
| 31 Dec, 23 | 40 | 42.86% |
| 30 Sep, 23 | 28 | -6.67% |
| 30 Jun, 23 | 30 | -16.67% |
| 31 Mar, 23 | 36 | -5.26% |
| 31 Dec, 22 | 38 | -5.00% |
| 30 Sep, 22 | 40 | -27.27% |
| 30 Jun, 22 | 55 | 30.95% |
| 31 Mar, 22 | 42 | 44.83% |
| 31 Dec, 21 | 29 | -12.12% |
| 30 Sep, 21 | 33 | -17.50% |
| 30 Jun, 21 | 40 | 11.11% |
| 31 Mar, 21 | 36 | 16.13% |
| 31 Dec, 20 | 31 | 72.22% |
| 30 Sep, 20 | 18 | -45.45% |
| 30 Jun, 20 | 33 | 22.22% |
| 31 Mar, 20 | 27 | -25.00% |
| 31 Dec, 19 | 36 | -16.28% |
| 30 Sep, 19 | 43 | 13.16% |
| 30 Jun, 19 | 38 | 26.67% |
| 31 Mar, 19 | 30 | 11.11% |
| 31 Dec, 18 | 27 | -22.86% |
| 30 Sep, 18 | 35 | -7.89% |
| 30 Jun, 18 | 38 | 31.03% |
| 31 Mar, 18 | 29 | -17.14% |
| 31 Dec, 17 | 35 | 20.69% |
| 30 Sep, 17 | 29 | -9.38% |
| 30 Jun, 17 | 32 | 6.67% |
| 31 Mar, 17 | 30 | -25.00% |
| 31 Dec, 16 | 40 | 33.33% |
| 30 Sep, 16 | 30 | -6.25% |
| 30 Jun, 16 | 32 | -3.03% |
| 31 Mar, 16 | 33 | -8.33% |
| 31 Dec, 15 | 36 | -38.98% |
| 30 Sep, 15 | 59 | 37.21% |
| 30 Jun, 15 | 43 | 48.28% |
| 31 Mar, 15 | 29 | -14.71% |
| 31 Dec, 14 | 34 | -2.86% |
| 30 Sep, 14 | 35 | -20.45% |
| 30 Jun, 14 | 44 | 41.94% |
| 31 Mar, 14 | 31 | 10.71% |
| 31 Dec, 13 | 28 | 154.55% |
| 30 Sep, 13 | 11 | -52.17% |
| 30 Jun, 13 | 23 | 360.00% |
| 31 Mar, 13 | 5 | -37.50% |
| 31 Dec, 12 | 8 | 700.00% |
| 30 Sep, 12 | 1 | -66.67% |
| 30 Jun, 12 | 3 | 200.00% |
| 31 Mar, 12 | 1 | -66.67% |
| 31 Dec, 11 | 3 | 200.00% |
| 30 Sep, 11 | 1 | - |
| 30 Jun, 11 | 1 | - |
| 31 Mar, 11 | 1 | - |
| 31 Dec, 10 | 1 | - |
| 30 Jun, 10 | 1 | - |
| 31 Mar, 10 | - | -100.00% |
| 31 Dec, 09 | 1 | - |
| 30 Jun, 09 | 1 | - |
| 30 Sep, 08 | 1 | - |
| 30 Jun, 08 | - | -100.00% |
| 31 Mar, 08 | 1 | - |
| 31 Dec, 07 | 1 | - |
| 30 Sep, 07 | - | -100.00% |
| 30 Jun, 07 | 1 | - |
| 31 Mar, 07 | 1 | - |
16 institutional shareholders have increased their position in FBIZ stock as of 30 Jun 24 compared to 35 in the previous quarter (a -54.29% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 4 | -83.33% |
| 31 Mar, 24 | 24 | 4.35% |
| 31 Dec, 23 | 23 | -23.33% |
| 30 Sep, 23 | 30 | -9.09% |
| 30 Jun, 23 | 33 | 22.22% |
| 31 Mar, 23 | 27 | -3.57% |
| 31 Dec, 22 | 28 | 3.70% |
| 30 Sep, 22 | 27 | 42.11% |
| 30 Jun, 22 | 19 | 35.71% |
| 31 Mar, 22 | 14 | -39.13% |
| 31 Dec, 21 | 23 | 9.52% |
| 30 Sep, 21 | 21 | -16.00% |
| 30 Jun, 21 | 25 | -3.85% |
| 31 Mar, 21 | 26 | 4.00% |
| 31 Dec, 20 | 25 | -35.90% |
| 30 Sep, 20 | 39 | 18.18% |
| 30 Jun, 20 | 33 | -10.81% |
| 31 Mar, 20 | 37 | 32.14% |
| 31 Dec, 19 | 28 | 47.37% |
| 30 Sep, 19 | 19 | -5.00% |
| 30 Jun, 19 | 20 | -13.04% |
| 31 Mar, 19 | 23 | -32.35% |
| 31 Dec, 18 | 34 | 88.89% |
| 30 Sep, 18 | 18 | -18.18% |
| 30 Jun, 18 | 22 | -4.35% |
| 31 Mar, 18 | 23 | 27.78% |
| 31 Dec, 17 | 18 | 12.50% |
| 30 Sep, 17 | 16 | 14.29% |
| 30 Jun, 17 | 14 | -44.00% |
| 31 Mar, 17 | 25 | 38.89% |
| 31 Dec, 16 | 18 | -10.00% |
| 30 Sep, 16 | 20 | -31.03% |
| 30 Jun, 16 | 29 | 7.41% |
| 31 Mar, 16 | 27 | 22.73% |
| 31 Dec, 15 | 22 | 266.67% |
| 30 Sep, 15 | 6 | -71.43% |
| 30 Jun, 15 | 21 | -16.00% |
| 31 Mar, 15 | 25 | 13.64% |
| 31 Dec, 14 | 22 | 69.23% |
| 30 Sep, 14 | 13 | -7.14% |
| 30 Jun, 14 | 14 | 40.00% |
| 31 Mar, 14 | 10 | 66.67% |
| 31 Dec, 13 | 6 | -14.29% |
| 30 Sep, 13 | 7 | 133.33% |
| 30 Jun, 13 | 3 | 200.00% |
| 31 Mar, 13 | 1 | - |
| 31 Dec, 12 | - | -100.00% |
| 30 Sep, 12 | 1 | - |
| 30 Jun, 12 | 1 | - |
| 31 Mar, 12 | 1 | - |
| 31 Dec, 11 | - | - |
| 30 Sep, 11 | - | - |
| 30 Jun, 11 | - | - |
| 31 Mar, 11 | - | - |
| 31 Dec, 10 | - | - |
| 30 Jun, 10 | - | - |
| 31 Mar, 10 | - | - |
| 31 Dec, 09 | - | - |
| 30 Jun, 09 | - | - |
| 30 Sep, 08 | - | - |
| 30 Jun, 08 | - | - |
| 31 Mar, 08 | - | - |
| 31 Dec, 07 | - | - |
| 30 Sep, 07 | - | - |
| 30 Jun, 07 | - | - |
| 31 Mar, 07 | - | - |
4 institutional shareholders have reduced their position in FBIZ stock as of 30 Jun 24 compared to 24 in the previous quarter (a -83.33% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 31 | -62.65% | 1,872,644 | -63.97% | 23.10% | 0.56% | 16 | -54.29% | 4 | -83.33% |
| 31 Mar, 24 | 83 | -1.19% | 5,197,014 | 0.68% | 64.10% | 1.58% | 35 | -12.50% | 24 | 4.35% |
| 31 Dec, 23 | 84 | 3.70% | 5,162,155 | 0.34% | 63.67% | 1.56% | 40 | 42.86% | 23 | -23.33% |
| 30 Sep, 23 | 81 | - | 5,144,502 | -2.70% | 63.81% | 1.52% | 28 | -6.67% | 30 | -9.09% |
| 30 Jun, 23 | 81 | -4.71% | 5,287,298 | -0.92% | 64.89% | 1.51% | 30 | -16.67% | 33 | 22.22% |
| 31 Mar, 23 | 85 | -4.49% | 5,336,570 | -0.60% | 65.49% | 1.52% | 36 | -5.26% | 27 | -3.57% |
| 31 Dec, 22 | 89 | 3.49% | 5,369,022 | -3.65% | 65.63% | 1.43% | 38 | -5.00% | 28 | 3.70% |
| 30 Sep, 22 | 86 | -3.37% | 5,572,689 | 0.89% | 67.70% | 1.50% | 40 | -27.27% | 27 | 42.11% |
| 30 Jun, 22 | 89 | 17.11% | 5,523,540 | 6.70% | 67.15% | 1.70% | 55 | 30.95% | 19 | 35.71% |
| 31 Mar, 22 | 76 | 4.11% | 5,176,508 | 2.01% | 62.88% | 1.69% | 42 | 44.83% | 14 | -39.13% |
| 31 Dec, 21 | 73 | -2.67% | 5,074,290 | 1.82% | 61.03% | 1.71% | 29 | -12.12% | 23 | 9.52% |
| 30 Sep, 21 | 75 | -1.32% | 4,983,706 | -3.00% | 59.76% | 1.59% | 33 | -17.50% | 21 | -16.00% |
| 30 Jun, 21 | 76 | -1.30% | 5,137,590 | -7.79% | 61.27% | 1.40% | 40 | 11.11% | 25 | -3.85% |
| 31 Mar, 21 | 77 | 10.00% | 5,571,663 | 3.41% | 66.10% | 1.61% | 36 | 16.13% | 26 | 4.00% |
| 31 Dec, 20 | 70 | -4.11% | 5,388,147 | -0.19% | 64.01% | 1.55% | 31 | 72.22% | 25 | -35.90% |
| 30 Sep, 20 | 73 | -9.88% | 5,398,492 | -2.20% | 64.24% | 1.48% | 18 | -45.45% | 39 | 18.18% |
| 30 Jun, 20 | 81 | 3.85% | 5,520,047 | -0.60% | 65.78% | 1.50% | 33 | 22.22% | 33 | -10.81% |
| 31 Mar, 20 | 78 | -3.70% | 5,553,109 | -0.71% | 66.20% | 1.53% | 27 | -25.00% | 37 | 32.14% |
| 31 Dec, 19 | 81 | 1.25% | 5,592,658 | 0.64% | 65.68% | 1.53% | 36 | -16.28% | 28 | 47.37% |
| 30 Sep, 19 | 80 | 5.26% | 5,557,019 | 0.29% | 65.43% | 1.57% | 43 | 13.16% | 19 | -5.00% |
| 30 Jun, 19 | 76 | -1.30% | 5,540,936 | 1.09% | 64.66% | 1.60% | 38 | 26.67% | 20 | -13.04% |
| 31 Mar, 19 | 77 | 2.67% | 5,481,135 | -0.97% | 63.58% | 1.56% | 30 | 11.11% | 23 | -32.35% |
| 31 Dec, 18 | 75 | - | 5,534,945 | 0.06% | 63.90% | 1.56% | 27 | -22.86% | 34 | 88.89% |
| 30 Sep, 18 | 75 | -5.06% | 5,531,538 | 0.74% | 63.95% | 1.58% | 35 | -7.89% | 18 | -18.18% |
| 30 Jun, 18 | 79 | 6.76% | 5,490,987 | -0.70% | 63.62% | 1.55% | 38 | 31.03% | 22 | -4.35% |
| 31 Mar, 18 | 74 | 7.25% | 5,529,805 | 3.88% | 64.05% | 1.68% | 29 | -17.14% | 23 | 27.78% |
| 31 Dec, 17 | 69 | 9.52% | 5,323,227 | 3.23% | 61.67% | 1.72% | 35 | 20.69% | 18 | 12.50% |
| 30 Sep, 17 | 63 | 5.00% | 5,156,894 | -1.54% | 59.82% | 1.61% | 29 | -9.38% | 16 | 14.29% |
| 30 Jun, 17 | 60 | -7.69% | 5,237,378 | 1.04% | 60.89% | 1.68% | 32 | 6.67% | 14 | -44.00% |
| 31 Mar, 17 | 65 | -8.45% | 5,183,344 | 1.83% | 60.27% | 1.71% | 30 | -25.00% | 25 | 38.89% |
| 31 Dec, 16 | 71 | 1.43% | 5,089,971 | 1.90% | 59.37% | 1.75% | 40 | 33.33% | 18 | -10.00% |
| 30 Sep, 16 | 70 | -9.09% | 4,995,270 | -0.85% | 58.20% | 1.68% | 30 | -6.25% | 20 | -31.03% |
| 30 Jun, 16 | 77 | -2.53% | 5,038,010 | -1.59% | 58.81% | 1.65% | 32 | -3.03% | 29 | 7.41% |
| 31 Mar, 16 | 79 | 8.22% | 5,119,593 | 2.87% | 59.77% | 1.76% | 33 | -8.33% | 27 | 22.73% |
| 31 Dec, 15 | 73 | 10.61% | 4,976,747 | -44.87% | 58.21% | 0.52% | 36 | -38.98% | 22 | 266.67% |
| 30 Sep, 15 | 66 | -10.81% | 9,026,936 | 302.36% | 105.62% | 3.81% | 59 | 37.21% | 6 | -71.43% |
| 30 Jun, 15 | 74 | 10.45% | 2,243,490 | 2.28% | 52.65% | 1.99% | 43 | 48.28% | 21 | -16.00% |
| 31 Mar, 15 | 67 | -1.47% | 2,193,561 | -1.58% | 51.49% | 1.77% | 29 | -14.71% | 25 | 13.64% |
| 31 Dec, 14 | 68 | 1.49% | 2,228,678 | 9.37% | 53.96% | 1.94% | 34 | -2.86% | 22 | 69.23% |
| 30 Sep, 14 | 67 | -5.63% | 2,037,700 | 2.69% | 52.68% | 2.08% | 35 | -20.45% | 13 | -7.14% |
| 30 Jun, 14 | 71 | 42.00% | 1,984,339 | 19.92% | 50.39% | 2.84% | 44 | 41.94% | 14 | 40.00% |
| 31 Mar, 14 | 50 | 19.05% | 1,654,720 | -6.67% | 42.15% | 2.10% | 31 | 10.71% | 10 | 66.67% |
| 31 Dec, 13 | 42 | 40.00% | 1,772,950 | 3.94% | 44.80% | 2.37% | 28 | 154.55% | 6 | -14.29% |
| 30 Sep, 13 | 30 | 7.14% | 1,705,809 | 1.99% | 43.48% | 2.38% | 11 | -52.17% | 7 | 133.33% |
| 30 Jun, 13 | 28 | 180.00% | 1,672,596 | 98.30% | 42.71% | 9.17% | 23 | 360.00% | 3 | 200.00% |
| 31 Mar, 13 | 10 | 11.11% | 843,457 | 8.86% | 21.58% | 5.51% | 5 | -37.50% | 1 | - |
| 31 Dec, 12 | 9 | 125.00% | 774,825 | 531.24% | 19.78% | 84.68% | 8 | 700.00% | - | -100.00% |
| 30 Sep, 12 | 4 | - | 122,747 | 12.05% | 4.83% | 27.40% | 1 | -66.67% | 1 | - |
| 30 Jun, 12 | 4 | 33.33% | 109,546 | 59.93% | 4.20% | 57.30% | 3 | 200.00% | 1 | - |
| 31 Mar, 12 | 3 | -25.00% | 68,498 | 18.93% | 2.71% | 52.25% | 1 | -66.67% | 1 | - |
| 31 Dec, 11 | 4 | 100.00% | 57,593 | 109.43% | 2.28% | 189.91% | 3 | 200.00% | - | - |
| 30 Sep, 11 | 2 | 100.00% | 27,500 | 1000.00% | 1.09% | 10944.70% | 1 | - | - | - |
| 30 Jun, 11 | 1 | - | 2,500 | -98.63% | 0.10% | 0.19% | 1 | - | - | - |
| 31 Mar, 11 | 1 | - | 182,569 | 139.81% | 7.31% | 312.56% | 1 | - | - | - |
| 31 Dec, 10 | 1 | - | 76,131 | - | 1.53% | - | 1 | - | - | - |
| 30 Jun, 10 | 2 | 100.00% | 12,044 | 8.66% | 0.49% | 242.25% | 1 | - | - | - |
| 31 Mar, 10 | 1 | - | 11,084 | - | 0.45% | 884.45% | - | -100.00% | - | - |
| 31 Dec, 09 | 1 | - | 11,084 | - | 0.23% | - | 1 | - | - | - |
| 30 Jun, 09 | 1 | - | 2,825 | - | 0.12% | - | 1 | - | - | - |
| 30 Sep, 08 | 1 | - | 2,825 | 3.67% | 0.12% | 919.68% | 1 | - | - | - |
| 30 Jun, 08 | 1 | - | 2,725 | - | 0.11% | 876.15% | - | -100.00% | - | - |
| 31 Mar, 08 | 1 | - | 2,725 | 3.81% | 0.11% | 993.07% | 1 | - | - | - |
| 31 Dec, 07 | 1 | - | 2,625 | -81.64% | 0.11% | 31.56% | 1 | - | - | - |
| 30 Sep, 07 | 1 | - | 14,300 | - | 0.58% | 171.34% | - | -100.00% | - | - |
| 30 Jun, 07 | 1 | - | 14,300 | 21.19% | 0.58% | 260.66% | 1 | - | - | - |
| 31 Mar, 07 | 1 | - | 11,800 | - | 0.47% | - | 1 | - | - | - |
First Business Financial Services Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of First Business Financial Services's stock was made by MELOY MARK J on Aug 14 2024, selling 5,000 shares at $40.05 per share (valued at $200.27K). The last insider buy of FBIZ was made by Sanders Carol P on Jul 31 2024, buying 129 shares at $45.85 per share (worth $5.91K).
First Business Financial Services Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 1 | 1 | 100.00% |
| Q2 2024 | 17 | 10 | 170.00% |
| Q1 2024 | 14 | 11 | 127.27% |
| Q4 2023 | 2 | - | - |
| Q3 2023 | 1 | 3 | 33.33% |
| Q2 2023 | 29 | 9 | 322.22% |
| Q1 2023 | 12 | 11 | 109.09% |
| Q4 2022 | 2 | 4 | 50.00% |
| Q3 2022 | 12 | 9 | 133.33% |
| Q2 2022 | 19 | 7 | 271.43% |
| Q1 2022 | 11 | 11 | 100.00% |
| Q4 2021 | 2 | 2 | 100.00% |
| Q3 2021 | 2 | 8 | 25.00% |
| Q2 2021 | 16 | - | - |
| Q1 2021 | 12 | 10 | 120.00% |
| Q4 2020 | 5 | 3 | 166.67% |
| Q3 2020 | 6 | 10 | 60.00% |
| Q2 2020 | 13 | 1 | 1300.00% |
| Q1 2020 | 16 | 13 | 123.08% |
| Q4 2019 | 2 | 3 | 66.67% |
1 total buy trades, and 1 total sell trades (buy/sell ratio of 1.00%) were made by First Business Financial Services's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 1 | 1 | 100.00% |
| Q2 2024 | 3 | 2 | 150.00% |
| Q1 2024 | 3 | - | - |
| Q4 2023 | 2 | - | - |
| Q3 2023 | 1 | 2 | 50.00% |
| Q2 2023 | 11 | - | - |
| Q1 2023 | 1 | - | - |
| Q4 2022 | - | 1 | - |
| Q3 2022 | 3 | - | - |
| Q2 2022 | 3 | - | - |
| Q1 2022 | 2 | - | - |
| Q4 2021 | 2 | - | - |
| Q3 2021 | 2 | - | - |
| Q2 2021 | 4 | - | - |
| Q1 2021 | 2 | - | - |
| Q4 2020 | 3 | - | - |
| Q3 2020 | 6 | - | - |
| Q2 2020 | 2 | - | - |
| Q1 2020 | 5 | - | - |
| Q4 2019 | 2 | 1 | 200.00% |
As of Q3 2024, Insider owners conducted 1 open market buy trades and 1 open market sell trades of First Business Financial Services's stocks.
First Business Financial Services Peer Ownership
| Ticker | Company |
|---|---|
| OFED | Oconee Federal Financial Corp. |
| HBCP | Home Bancorp, Inc. |
| GSBC | Great Southern Bancorp, Inc. |
| LSBK | Lake Shore Bancorp, Inc. |
| ORRF | Orrstown Financial Services, Inc. |
| PKBK | Parke Bancorp, Inc. |
| OPOF | Old Point Financial Corporation |
| HMNF | HMN Financial, Inc. |
| HVBC | HV Bancorp, Inc. |
| HFBL | Home Federal Bancorp, Inc. of Louisiana |
| RBKB | Rhinebeck Bancorp, Inc. |
FBIZ Ownership FAQ
Who Owns First Business Financial Services?
First Business Financial Services is owned by institutional shareholders (23.10%), insiders (5.66%), and public (71.25%). The largest institutional shareholder of First Business Financial Services is BLACKROCK INC. (8.39% of total shares) and the top mutual fund owner is Angel Oak Financial Strategies Income Term Trust (2.19% of total shares).
Who are the major institutional shareholders of First Business Financial Services?
First Business Financial Services's major institutional shareholders are BLACKROCK INC., DIMENSIONAL FUND ADVISORS LP, BANC FUNDS CO LLC, VANGUARD GROUP INC, and FIRST BUSINESS FINANCIAL SERVICES, INC.. The top five shareholders own together 29.55% of the company's share outstanding.
How many First Business Financial Services shareholders are there?
As of Jun 2024, there are 31 institutional shareholders of First Business Financial Services.
What percentage of First Business Financial Services is owned by BLACKROCK INC?
BLACKROCK INC owns 680.51K shares of First Business Financial Services, representing 8.39% of the company's total shares outstanding, valued at $25.17M (as of Jun 2024).
What percentage of First Business Financial Services is owned by DIMENSIONAL FUND ADVISORS LP?
As of Jun 2024, DIMENSIONAL FUND ADVISORS LP holds 537.81K shares of First Business Financial Services (FBIZ), compromising 6.63% of the company, valued at $19.89M.
What percentage of First Business Financial Services is owned by BANC FUNDS CO LLC?
BANC FUNDS CO LLC is the third largest holder of First Business Financial Services. The company owns 439.53K of the company's shares outstanding (worth $16.26M).