Fidelity D & D Bancorp Ownership | Who Owns Fidelity D & D Bancorp?
Fidelity D & D Bancorp Ownership Summary
Fidelity D & D Bancorp is owned by 18.97% institutional investors, 17.94% insiders, and 63.09% retail investors. Blackrock is the largest institutional shareholder, holding 4.88% of FDBC shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.42% of its assets in Fidelity D & D Bancorp shares.
FDBC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Fidelity D & D Bancorp | 18.97% | 17.94% | 63.09% |
| Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
| Industry | Regional Banks Stocks | 51.67% | 12.06% | 36.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 280.65K | 4.88% | $12.29M |
| Vanguard group | 230.53K | 4.01% | $10.10M |
| Geode capital management | 107.83K | 1.88% | $4.72M |
| Fidelity d & d bancorp | 99.08K | 1.72% | $4.34M |
| State street | 68.95K | 1.20% | $3.02M |
| Creative planning | 40.80K | 0.71% | $1.79M |
| Northern trust | 38.11K | 0.66% | $1.67M |
| Bank of new york mellon | 32.50K | 0.57% | $1.42M |
| Commonwealth equity services | 31.04K | 0.54% | $1.36M |
| Stifel financial | 22.84K | 0.40% | $1.00M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Fidelity d & d bancorp | 99.08K | 3.29% | $4.34M |
| Lewis asset management | 9.81K | 0.33% | $429.64K |
| Zullo investment group | 5.94K | 0.11% | $260.30K |
| Northeast financial group | 4.81K | 0.09% | $210.68K |
| Jacobi capital management | 21.90K | 0.08% | $959.22K |
| Valley national advisers | 1.38K | 0.01% | $60.00K |
| Peoples financial services | 146.00 | 0.00% | $6.39K |
| Commonwealth equity services | 31.04K | 0.00% | $1.36M |
| Creative planning | 40.80K | 0.00% | $1.79M |
| Stifel financial | 22.84K | 0.00% | $1.00M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 280.65K | 0.00% | 12.76K |
| Commonwealth equity services | 31.04K | 0.00% | 11.54K |
| Janney montgomery scott | 5.95K | 0.00% | 5.95K |
| Geode capital management | 107.83K | 0.00% | 5.45K |
| Citadel advisors | 5.05K | - | 5.05K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jane street group | - | - | -5.69K |
| Jpmorgan chase | 2.10K | - | -5.43K |
| Alliance wealth advisors | - | - | -4.15K |
| Ubs group | 1.47K | - | -3.20K |
| Fidelity d & d bancorp | 99.08K | 3.29% | -2.88K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Corebridge financial | 2.56K | 0.00% | 2.56K | $112.00K |
| Mirae asset global etfs | 1.63K | 0.00% | 1.63K | $71.26K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -1.00 |
| Fortitude family office | -41.00 |
| Metropolitan life insurance co/ny | -260.00 |
| American group | -2.30K |
| Alliance wealth advisors | -4.15K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 52 | 6.12% | 1,083,068 | -4.54% | 18 | 4.87% | 27 | 22.73% | 9 | -40.00% |
| Jun 30, 2024 | 49 | - | 1,134,602 | 2.57% | 19 | 5.20% | 22 | 37.50% | 15 | -21.05% |
| Mar 31, 2024 | 49 | -5.77% | 1,106,137 | -1.37% | 19 | 5.00% | 16 | -44.83% | 19 | 90.00% |
| Dec 31, 2023 | 52 | 13.04% | 1,121,494 | 9.36% | 19 | 5.98% | 29 | 45.00% | 10 | -16.67% |
| Sep 30, 2023 | 46 | 6.98% | 1,025,546 | 11.53% | 18 | 6.82% | 20 | -33.33% | 12 | 300.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 139.00K | 2.42% | - |
| iShares Russell 2000 ETF | 135.70K | 2.37% | -280.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 62.02K | 1.08% | - |
| Fidelity Small Cap Index | 48.77K | 0.85% | -26.00 |
| iShares Russell 2000 Value ETF | 47.84K | 0.83% | 62.00 |
| Fidelity Extended Market Index | 27.60K | 0.48% | 399.00 |
| Vanguard Russell 2000 ETF | 21.69K | 0.38% | -136.00 |
| State St Russell Sm Cap® Indx SL Cl I | 17.60K | 0.31% | - |
| NT R2000 Value Index Fund - NL | 13.24K | 0.23% | -436.00 |
| NT R2000 Index Fund - NL | 11.41K | 0.20% | 223.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 30, 2024 | CALI BRIAN J | Chairman of the Board | Buy | $11.53K |
| Sep 20, 2024 | SANTANIELLO DANIEL J | President & CEO | Sell | $26.50K |
| Sep 11, 2024 | Silverman Alan | - | Sell | $103.00K |
| Aug 07, 2024 | Vilcek HelenBeth Garofalo | - | Buy | - |
| Jul 31, 2024 | SANTANIELLO DANIEL J | President & CEO | Sell | $40.15K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | 2 | 4 |
| 2024 Q2 | 1 | - |
| 2024 Q1 | 2 | 4 |
| 2023 Q4 | 1 | 1 |
| 2023 Q3 | 2 | - |
FDBC Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools