Finance Of America Companies Ownership 2024 | Who Owns Finance Of America Companies Now?
Institutional Ownership
1.74%
Insider Ownership
31.31%
Retail Ownership
66.95%
Institutional Holders
20.00
Finance Of America Companies Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 0.69% | 0.02% | 609,789 | 7,645 | 1.27% | 9,756,624 | Jun 30, 2024 |
| VANGUARD GROUP INC | 0.44% | 0.00% | 390,345 | - | - | 6,245,520 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.43% | 0.00% | 380,808 | -15,095 | -3.81% | 6,092,809 | Jun 30, 2024 |
| MONEY CONCEPTS CAPITAL CORP | 0.41% | 0.49% | 362,447 | 20,998 | 6.15% | 5,799,152 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.39% | 0.01% | 344,216 | 35,375 | 11.45% | 5,507,456 | Jun 30, 2024 |
| ACUITAS INVESTMENTS, LLC | 0.13% | 0.97% | 113,400 | 66,563 | 142.12% | 1,814,400 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 0.13% | 0.00% | 111,695 | -2,800 | -2.45% | 1,787,000 | Jun 30, 2024 |
| BLACKROCK INC. | 0.10% | - | 91,481 | 215 | 0.24% | 1,463,696 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.09% | 0.03% | 78,152 | -2,140 | -2.67% | 1,250,432 | Jun 30, 2024 |
| RBF CAPITAL, LLC | 0.08% | 0.07% | 73,058 | - | - | 1,168,928 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.08% | 0.00% | 66,542 | -658 | -0.98% | 1,064,948 | Jun 30, 2024 |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 0.07% | 0.01% | 65,684 | -8,500 | -11.46% | 1,050,944 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.04% | 0.00% | 35,863 | -978 | -2.65% | 573,808,000 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.03% | 0.00% | 30,047 | - | - | 480,752 | Jun 30, 2024 |
| INSPIRE ADVISORS, LLC | 0.03% | 0.06% | 28,344 | 18,124 | 177.34% | 453,504 | Jun 30, 2024 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0.03% | 0.00% | 26,188 | -6,790 | -20.59% | 419,008 | Jun 30, 2024 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 0.03% | 0.07% | 25,706 | 25,706 | 100.00% | 411,296 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.03% | 0.00% | 22,508 | - | - | 360,126 | Jun 30, 2024 |
| STATE STREET CORP | 0.02% | - | 21,640 | - | - | 346,240,000 | Jun 30, 2024 |
| LINDEN THOMAS ADVISORY SERVICES, LLC | 0.02% | 0.05% | 21,605 | 1,900 | 9.64% | 345,680 | Jun 30, 2024 |
Finance Of America Companies's largest institutional shareholder is KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, holding 0.69% of the company's total share outstanding, currently valued at $9.76M. The top 10 institutional shareholders own together 2.89% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ACUITAS INVESTMENTS, LLC | 0.13% | 0.97% | 113,400 | 66,563 | 142.12% | 1,814,400 | Jun 30, 2024 |
| MONEY CONCEPTS CAPITAL CORP | 0.41% | 0.49% | 362,447 | 20,998 | 6.15% | 5,799,152 | Jun 30, 2024 |
| CARMEL CAPITAL PARTNERS, LLC | 0.01% | 0.08% | 12,087 | -1 | -0.01% | 193,392 | Jun 30, 2024 |
| RBF CAPITAL, LLC | 0.08% | 0.07% | 73,058 | - | - | 1,168,928 | Jun 30, 2024 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 0.03% | 0.07% | 25,706 | 25,706 | 100.00% | 411,296 | Jun 30, 2024 |
| INSPIRE ADVISORS, LLC | 0.03% | 0.06% | 28,344 | 18,124 | 177.34% | 453,504 | Jun 30, 2024 |
| MARQUETTE ASSET MANAGEMENT, LLC | 0.02% | 0.06% | 20,614 | 12,027 | 140.06% | 329,824 | Jun 30, 2024 |
| LINDEN THOMAS ADVISORY SERVICES, LLC | 0.02% | 0.05% | 21,605 | 1,900 | 9.64% | 345,680 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.09% | 0.03% | 78,152 | -2,140 | -2.67% | 1,250,432 | Jun 30, 2024 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 0.69% | 0.02% | 609,789 | 7,645 | 1.27% | 9,756,624 | Jun 30, 2024 |
| HIKARI TSUSHIN, INC. | 0.02% | 0.02% | 14,158 | - | - | 226,528 | Jun 30, 2024 |
| GLOBEFLEX CAPITAL L P | 0.01% | 0.02% | 10,296 | -3,788 | -26.90% | 164,736 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.39% | 0.01% | 344,216 | 35,375 | 11.45% | 5,507,456 | Jun 30, 2024 |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 0.07% | 0.01% | 65,684 | -8,500 | -11.46% | 1,050,944 | Jun 30, 2024 |
| RITHOLTZ WEALTH MANAGEMENT | 0.01% | 0.01% | 10,505 | -1,968 | -15.78% | 168,080 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.02% | 0.00% | 17,752 | 1,260 | 7.64% | 284,032 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.00% | 856 | 856 | 100.00% | 13,696 | Jun 30, 2024 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0.03% | 0.00% | 26,188 | -6,790 | -20.59% | 419,008 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 0.13% | 0.00% | 111,695 | -2,800 | -2.45% | 1,787,000 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.43% | 0.00% | 380,808 | -15,095 | -3.81% | 6,092,809 | Jun 30, 2024 |
The largest Finance Of America Companies shareholder by % of total assets is ACUITAS INVESTMENTS, LLC. The company owns 113.40K shares of Finance Of America Companies (FOA), representing 0.97% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ACUITAS INVESTMENTS, LLC | 0.13% | 0.97% | 113,400 | 66,563 | 142.12% | 1,814,400 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.39% | 0.01% | 344,216 | 35,375 | 11.45% | 5,507,456 | Jun 30, 2024 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 0.03% | 0.07% | 25,706 | 25,706 | 100.00% | 411,296 | Jun 30, 2024 |
| MONEY CONCEPTS CAPITAL CORP | 0.41% | 0.49% | 362,447 | 20,998 | 6.15% | 5,799,152 | Jun 30, 2024 |
| INSPIRE ADVISORS, LLC | 0.03% | 0.06% | 28,344 | 18,124 | 177.34% | 453,504 | Jun 30, 2024 |
| MARQUETTE ASSET MANAGEMENT, LLC | 0.02% | 0.06% | 20,614 | 12,027 | 140.06% | 329,824 | Jun 30, 2024 |
| UBS GROUP AG | 0.01% | 0.00% | 13,027 | 10,815 | 488.92% | 208,432 | Jun 30, 2024 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 0.69% | 0.02% | 609,789 | 7,645 | 1.27% | 9,756,624 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.02% | 0.00% | 17,700 | 2,681 | 17.85% | 283,000 | Jun 30, 2024 |
| FMR LLC | 0.00% | - | 2,432 | 2,000 | 462.96% | 38,910 | Jun 30, 2024 |
| LINDEN THOMAS ADVISORY SERVICES, LLC | 0.02% | 0.05% | 21,605 | 1,900 | 9.64% | 345,680 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.02% | 0.00% | 17,752 | 1,260 | 7.64% | 284,032 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.00% | 856 | 856 | 100.00% | 13,696 | Jun 30, 2024 |
| BLACKROCK INC. | 0.10% | - | 91,481 | 215 | 0.24% | 1,463,696 | Jun 30, 2024 |
| ADVISOR GROUP HOLDINGS, INC. | 0.00% | 0.00% | 1,936 | 100 | 5.45% | 30,976 | Jun 30, 2024 |
| ARCHER INVESTMENT CORP | - | - | 10 | 10 | 100.00% | 160 | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.00% | - | 96 | - | - | 1,536 | Jun 30, 2024 |
| RHUMBLINE ADVISERS | 0.00% | - | 298 | - | - | 4,768 | Jun 30, 2024 |
| PNC FINANCIAL SERVICES GROUP, INC. | 0.00% | - | 969 | - | - | 15,504 | Jun 30, 2024 |
| STATE STREET CORP | 0.02% | - | 21,640 | - | - | 346,240,000 | Jun 30, 2024 |
As of Jun 30 2024, Finance Of America Companies's largest institutional buyer is ACUITAS INVESTMENTS, LLC. The company purchased 66.56K stocks of FOA, valued at $1.81M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| HILLSDALE INVESTMENT MANAGEMENT INC. | - | - | - | -66,200 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.01% | 0.00% | 13,112 | -32,503 | -71.26% | 209,792 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | 4 | -18,866 | -99.98% | 64 | Jun 30, 2024 |
| DENALI ADVISORS LLC | - | - | - | -16,100 | -100.00% | - | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.43% | 0.00% | 380,808 | -15,095 | -3.81% | 6,092,809 | Jun 30, 2024 |
| LAKEWOOD ASSET MANAGEMENT LLC | - | - | - | -9,620 | -100.00% | - | Jun 30, 2024 |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 0.07% | 0.01% | 65,684 | -8,500 | -11.46% | 1,050,944 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.00% | - | 99 | -6,982 | -98.60% | 1,584 | Jun 30, 2024 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0.03% | 0.00% | 26,188 | -6,790 | -20.59% | 419,008 | Jun 30, 2024 |
| GLOBEFLEX CAPITAL L P | 0.01% | 0.02% | 10,296 | -3,788 | -26.90% | 164,736 | Jun 30, 2024 |
| MORGAN STANLEY | 0.00% | - | 2,106 | -3,607 | -63.14% | 33,696 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 0.13% | 0.00% | 111,695 | -2,800 | -2.45% | 1,787,000 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.09% | 0.03% | 78,152 | -2,140 | -2.67% | 1,250,432 | Jun 30, 2024 |
| RITHOLTZ WEALTH MANAGEMENT | 0.01% | 0.01% | 10,505 | -1,968 | -15.78% | 168,080 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.00% | - | 1,213 | -1,967 | -61.86% | 19,408 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.04% | 0.00% | 35,863 | -978 | -2.65% | 573,808,000 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.02% | 0.00% | 17,752 | -901 | -4.83% | 284,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.08% | 0.00% | 66,542 | -658 | -0.98% | 1,064,948 | Jun 30, 2024 |
| NEWEDGE ADVISORS, LLC | - | - | - | -506 | -100.00% | - | Jun 30, 2024 |
| MACQUARIE GROUP LTD | - | - | - | -115 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Finance Of America Companies's biggest institutional seller is HILLSDALE INVESTMENT MANAGEMENT INC.. The company sold -66.20K shares of FOA, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CORSAIR CAPITAL MANAGEMENT, L.P. | 0.03% | 0.07% | 25,706 | 25,706 | 100.00% | 411,296 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.00% | 856 | 856 | 100.00% | 13,696 | Jun 30, 2024 |
| ARCHER INVESTMENT CORP | - | - | 10 | 10 | 100.00% | 160 | Jun 30, 2024 |
Finance Of America Companies's largest new institutional shareholder by number of shares is CORSAIR CAPITAL MANAGEMENT, L.P., purchased 25.71K shares, valued at $411.30K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| HILLSDALE INVESTMENT MANAGEMENT INC. | - | - | - | -66,200 | -100.00% | - | Jun 30, 2024 |
| DENALI ADVISORS LLC | - | - | - | -16,100 | -100.00% | - | Jun 30, 2024 |
| LAKEWOOD ASSET MANAGEMENT LLC | - | - | - | -9,620 | -100.00% | - | Jun 30, 2024 |
| NEWEDGE ADVISORS, LLC | - | - | - | -506 | -100.00% | - | Jun 30, 2024 |
| MACQUARIE GROUP LTD | - | - | - | -115 | -100.00% | - | Jun 30, 2024 |
Finance Of America Companies's largest sold out institutional shareholder by shares sold is HILLSDALE INVESTMENT MANAGEMENT INC., sold -66.20K shares, valued at -, as of undefined.
Finance Of America Companies Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| ZAZOVE CONVERTIBLE SECURITIES FUND INC | 0.47% | 164,599 | - | - | Mar 31, 2022 |
| ZAZOVE CONVERTIBLE SECURITIES FUND INC | 0.05% | 18,250 | - | - | Mar 31, 2022 |
| STATE STREET INSTITUTIONAL FUNDS | 0.02% | 12,630 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 8,759 | - | - | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 85,338 | - | - | Mar 31, 2024 |
| SSGA FUNDS | 0.01% | 3,644 | - | - | Feb 29, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 1,927,234 | -445,632 | -18.78% | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 141,054 | - | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 32,549 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 1,095 | - | - | Mar 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 7,293 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 16,640 | - | - | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 9,408 | - | - | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 299,160 | -1,226 | -0.41% | Feb 29, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 109,889 | - | - | Jan 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 2,618 | - | - | Mar 31, 2024 |
| Legg Mason ETF Investment Trust | 0.00% | 1,555 | - | - | Mar 31, 2024 |
| HC CAPITAL TRUST | 0.00% | 25,070 | - | - | Mar 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 3,696 | - | - | Mar 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 161,936 | 6,681 | 4.30% | Feb 29, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 23,100 | - | - | Mar 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 3,516 | - | - | Mar 31, 2024 |
| NORTHERN FUNDS | 0.00% | 68,413 | -27,109 | -28.38% | Mar 28, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 14,245 | - | - | Mar 31, 2024 |
| Lattice Strategies Trust | 0.00% | 525 | - | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 15,900 | - | - | Mar 31, 2024 |
| GPS Funds I | 0.00% | 1,219 | - | - | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 557 | - | - | Mar 31, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 4,900 | - | - | Jan 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 96,103 | - | - | Feb 29, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 11,781 | - | - | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 4,106 | - | - | Mar 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 8,134 | - | - | Feb 29, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 335 | - | - | Mar 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 2,796 | - | - | Mar 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 235,027 | 29,648 | 14.44% | Feb 29, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 487 | - | - | Dec 31, 2023 |
| iSHARES TRUST | 0.00% | 1,768,722 | -105,087 | -5.61% | Mar 31, 2024 |
| DIMENSIONAL INVESTMENT GROUP INC | 0.00% | 1,460 | - | - | Jan 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 52 | - | - | Apr 30, 2021 |
| TIAA-CREF FUNDS | 0.00% | 251,009 | - | - | Jan 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 5,258 | - | - | Feb 29, 2024 |
| EQ ADVISORS TRUST | 0.00% | 95,404 | 1,100 | 1.17% | Mar 31, 2024 |
| VALIC Co I | 0.00% | 20,504 | -83 | -0.40% | Feb 29, 2024 |
| LoCorr Investment Trust | 0.00% | 1,772 | - | - | Mar 31, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 242 | - | - | Dec 31, 2023 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 7,346 | - | - | Jan 31, 2024 |
| Janus Detroit Street Trust | 0.00% | 8,217 | - | - | Jan 31, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 7,374 | - | - | Mar 31, 2024 |
| WisdomTree Trust | 0.00% | 103,190 | - | - | Feb 29, 2024 |
| Goldman Sachs ETF Trust | 0.00% | 4,554 | - | - | Feb 29, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 1,300 | - | - | Mar 28, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 3,963 | - | - | Feb 29, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 4,908 | - | - | Mar 31, 2024 |
| ProFunds | 0.00% | 415 | -35 | -7.78% | Mar 31, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 4,500 | - | - | Jan 31, 2024 |
| PROSHARES TRUST | 0.00% | 7,827 | 924 | 13.39% | Feb 29, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 32 | - | - | Dec 31, 2023 |
| VANGUARD QUANTITATIVE FUNDS | 0.00% | 100 | - | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 1,200 | - | - | Mar 31, 2024 |
| VANGUARD WELLINGTON FUND | 0.00% | 7,173 | - | - | Feb 29, 2024 |
| Guggenheim Active Allocation Fund | 0.00% | 106 | - | - | Feb 29, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 43,600 | - | - | Mar 31, 2024 |
| VALIC Co I | 0.00% | 4,921 | - | - | Feb 29, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 6,053 | -25 | -0.41% | Jan 31, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 3,280 | - | - | Jan 31, 2024 |
| PGIM ETF TRUST | 0.00% | 908 | - | - | Feb 29, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.00% | 1,600 | - | - | Mar 31, 2024 |
| ProFunds | 0.00% | 137 | - | - | Mar 31, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 300 | - | - | Mar 28, 2024 |
| FIDELITY SALEM STREET TRUST | 0.00% | 39,879 | - | - | Mar 31, 2024 |
| DFA INVESTMENT TRUST CO | 0.00% | 1,460 | - | - | Jan 31, 2024 |
| FIDELITY SALEM STREET TRUST | 0.00% | 39,208 | - | - | Mar 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 18,890 | - | - | Feb 29, 2024 |
| Advisors' Inner Circle Fund II | 0.00% | 8,031 | - | - | Jan 31, 2024 |
| WisdomTree Trust | 0.00% | 14,847 | - | - | Feb 29, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 14,175 | - | - | Mar 31, 2024 |
| PACIFIC SELECT FUND | 0.00% | 21,058 | - | - | Mar 31, 2024 |
| ETF Series Solutions | 0.00% | 112 | - | - | Jan 31, 2024 |
| Bridge Builder Trust | 0.00% | 24,019 | - | - | Mar 31, 2024 |
| MAINSTAY FUNDS TRUST | 0.00% | 1,000 | - | - | Jan 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 1,040 | - | - | Feb 29, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 349 | - | - | Feb 29, 2024 |
| TIAA-CREF FUNDS | 0.00% | 10,089 | - | - | Mar 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 56 | - | - | Feb 29, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 682 | - | - | Mar 31, 2024 |
| GMO TRUST | 0.00% | 2,219 | - | - | Feb 29, 2024 |
| MASSMUTUAL SELECT FUNDS | 0.00% | 1,625 | - | - | Dec 31, 2023 |
| BlackRock Variable Series Funds, Inc. | 0.00% | 6,243 | - | - | Mar 31, 2024 |
| PACIFIC SELECT FUND | 0.00% | 4,917 | - | - | Mar 31, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 1,349 | - | - | Mar 31, 2024 |
| PRINCIPAL FUNDS, INC. | 0.00% | 7,452 | - | - | Jan 31, 2024 |
| SEI INSTITUTIONAL INVESTMENTS TRUST | 0.00% | 22,354 | - | - | Feb 29, 2024 |
| MASSMUTUAL SELECT FUNDS | 0.00% | 805 | - | - | Dec 31, 2023 |
| SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 1,917 | - | - | Dec 31, 2023 |
| Bridge Builder Trust | 0.00% | 2,343 | - | - | Mar 31, 2024 |
| Franklin Templeton ETF Trust | 0.00% | 80 | - | - | Mar 31, 2024 |
| SEI INSTITUTIONAL INVESTMENTS TRUST | 0.00% | 7,100 | - | - | Feb 29, 2024 |
| BLACKROCK FUNDS | 0.00% | 1,542 | - | - | Jan 31, 2024 |
| BlackRock Variable Series Funds, Inc. | 0.00% | 794 | - | - | Mar 31, 2024 |
Finance Of America Companies's largest mutual fund holder by % of total assets is "ZAZOVE CONVERTIBLE SECURITIES FUND INC", owning 164.60K shares, compromising 0.47% of its total assets.
Finance Of America Companies Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 20 | -62.96% |
| 31 Mar, 24 | 54 | 10.20% |
| 31 Dec, 23 | 49 | 19.51% |
| 30 Sep, 23 | 41 | 5.13% |
| 30 Jun, 23 | 39 | 2.63% |
| 31 Mar, 23 | 38 | -17.39% |
| 31 Dec, 22 | 46 | 21.05% |
| 30 Sep, 22 | 38 | -7.32% |
| 30 Jun, 22 | 41 | -2.38% |
| 31 Mar, 22 | 42 | -4.55% |
| 31 Dec, 21 | 44 | -2.22% |
| 30 Sep, 21 | 45 | -18.18% |
| 30 Jun, 21 | 55 | -8.33% |
| 31 Mar, 21 | 60 | 5.26% |
| 31 Dec, 20 | 57 | 1.79% |
| 30 Sep, 20 | 56 | -9.68% |
| 30 Jun, 20 | 62 | 16.98% |
| 31 Mar, 20 | 53 | -10.17% |
| 31 Dec, 19 | 59 | 3.51% |
| 30 Sep, 19 | 57 | -14.93% |
| 30 Jun, 19 | 67 | -8.22% |
| 31 Mar, 19 | 73 | - |
| 31 Dec, 18 | 73 | -5.19% |
| 30 Sep, 18 | 77 | 1.32% |
| 30 Jun, 18 | 76 | 7.04% |
| 31 Mar, 18 | 71 | -2.74% |
| 31 Dec, 17 | 73 | -1.35% |
| 30 Sep, 17 | 74 | 7.25% |
| 30 Jun, 17 | 69 | 35.29% |
| 31 Mar, 17 | 51 | -12.07% |
| 31 Dec, 16 | 58 | 3.57% |
| 30 Sep, 16 | 56 | -1.75% |
| 30 Jun, 16 | 57 | 14.00% |
| 31 Mar, 16 | 50 | -1.96% |
| 31 Dec, 15 | 51 | 27.50% |
| 30 Sep, 15 | 40 | 11.11% |
| 30 Jun, 15 | 36 | -14.29% |
| 31 Mar, 15 | 42 | 13.51% |
| 31 Dec, 14 | 37 | 5.71% |
| 30 Sep, 14 | 35 | - |
| 30 Jun, 14 | 35 | -2.78% |
| 31 Mar, 14 | 36 | - |
| 31 Dec, 13 | 36 | 89.47% |
| 30 Sep, 13 | 19 | -20.83% |
| 30 Jun, 13 | 24 | 242.86% |
| 31 Mar, 13 | 7 | -12.50% |
| 31 Dec, 12 | 8 | - |
| 30 Sep, 12 | 8 | - |
| 30 Jun, 12 | 8 | 33.33% |
| 31 Mar, 12 | 6 | 50.00% |
| 31 Dec, 11 | 4 | -20.00% |
| 30 Sep, 11 | 5 | - |
| 30 Jun, 11 | 5 | 25.00% |
| 31 Mar, 11 | 4 | 100.00% |
| 31 Dec, 10 | 2 | 100.00% |
| 30 Sep, 10 | 1 | - |
| 30 Jun, 10 | 1 | -75.00% |
| 31 Mar, 10 | 4 | - |
| 31 Dec, 09 | 4 | -20.00% |
| 30 Sep, 09 | 5 | 66.67% |
| 30 Jun, 09 | 3 | 200.00% |
| 31 Mar, 09 | 1 | -66.67% |
| 31 Dec, 08 | 3 | 50.00% |
| 30 Sep, 08 | 2 | 100.00% |
| 30 Jun, 08 | 1 | -50.00% |
| 31 Mar, 08 | 2 | -33.33% |
| 31 Dec, 07 | 3 | 50.00% |
| 30 Sep, 07 | 2 | - |
| 30 Jun, 07 | 2 | - |
As of 30 Jun 24, 20 institutions are holding Finance Of America Companies's shares, representing a decrease of -62.96% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 1,538,587 | -50.78% |
| 31 Mar, 24 | 3,126,130 | -2.34% |
| 31 Dec, 23 | 3,201,008 | 7.50% |
| 30 Sep, 23 | 2,977,664 | -1.11% |
| 30 Jun, 23 | 3,011,061 | -0.34% |
| 31 Mar, 23 | 3,021,297 | -1.32% |
| 31 Dec, 22 | 3,061,625 | 4.03% |
| 30 Sep, 22 | 2,943,017 | -2.22% |
| 30 Jun, 22 | 3,009,803 | -5.21% |
| 31 Mar, 22 | 3,175,117 | 6.15% |
| 31 Dec, 21 | 2,991,122 | -9.06% |
| 30 Sep, 21 | 3,289,056 | -2.96% |
| 30 Jun, 21 | 3,389,482 | -13.84% |
| 31 Mar, 21 | 3,934,142 | 0.74% |
| 31 Dec, 20 | 3,905,250 | -1.94% |
| 30 Sep, 20 | 3,982,629 | 1.97% |
| 30 Jun, 20 | 3,905,621 | 19.84% |
| 31 Mar, 20 | 3,259,105 | 2.37% |
| 31 Dec, 19 | 3,183,606 | 3.21% |
| 30 Sep, 19 | 3,084,740 | -1.29% |
| 30 Jun, 19 | 3,125,144 | -4.60% |
| 31 Mar, 19 | 3,275,941 | 1.16% |
| 31 Dec, 18 | 3,238,281 | -2.30% |
| 30 Sep, 18 | 3,314,590 | 0.16% |
| 30 Jun, 18 | 3,309,292 | 2.76% |
| 31 Mar, 18 | 3,220,439 | 6.45% |
| 31 Dec, 17 | 3,025,188 | 7.33% |
| 30 Sep, 17 | 2,818,617 | 0.77% |
| 30 Jun, 17 | 2,797,141 | 16.10% |
| 31 Mar, 17 | 2,409,293 | -7.26% |
| 31 Dec, 16 | 2,598,008 | 8.13% |
| 30 Sep, 16 | 2,402,693 | 13.79% |
| 30 Jun, 16 | 2,111,438 | 9.88% |
| 31 Mar, 16 | 1,921,579 | -0.46% |
| 31 Dec, 15 | 1,930,551 | -64.32% |
| 30 Sep, 15 | 5,411,329 | 429.32% |
| 30 Jun, 15 | 1,022,313 | -5.34% |
| 31 Mar, 15 | 1,079,961 | -0.40% |
| 31 Dec, 14 | 1,084,346 | 1.96% |
| 30 Sep, 14 | 1,063,529 | 2.17% |
| 30 Jun, 14 | 1,040,983 | -11.68% |
| 31 Mar, 14 | 1,178,619 | -12.64% |
| 31 Dec, 13 | 1,349,127 | 18.57% |
| 30 Sep, 13 | 1,137,878 | -24.16% |
| 30 Jun, 13 | 1,500,366 | 535.59% |
| 31 Mar, 13 | 236,057 | -62.34% |
| 31 Dec, 12 | 626,878 | -3.29% |
| 30 Sep, 12 | 648,210 | 253.35% |
| 30 Jun, 12 | 183,447 | -5.57% |
| 31 Mar, 12 | 194,258 | 1624.13% |
| 31 Dec, 11 | 11,267 | -92.28% |
| 30 Sep, 11 | 146,018 | 1191.39% |
| 30 Jun, 11 | 11,307 | 236.42% |
| 31 Mar, 11 | 3,361 | 26.50% |
| 31 Dec, 10 | 2,657 | 1.53% |
| 30 Sep, 10 | 2,617 | - |
| 30 Jun, 10 | 2,617 | -91.89% |
| 31 Mar, 10 | 32,281 | -17.82% |
| 31 Dec, 09 | 39,281 | -48.11% |
| 30 Sep, 09 | 75,697 | 41.29% |
| 30 Jun, 09 | 53,577 | 56.94% |
| 31 Mar, 09 | 34,138 | -56.54% |
| 31 Dec, 08 | 78,554 | -7.25% |
| 30 Sep, 08 | 84,692 | 465.56% |
| 30 Jun, 08 | 14,975 | -1.75% |
| 31 Mar, 08 | 15,241 | 53.39% |
| 31 Dec, 07 | 9,936 | 43.67% |
| 30 Sep, 07 | 6,916 | -40.98% |
| 30 Jun, 07 | 11,718 | - |
Finance Of America Companies (FOA) has 1.54M shares outstanding as of 30 Jun 24, down -50.78% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 1.74% | 13.92% |
| 31 Mar, 24 | 3.54% | 23.19% |
| 31 Dec, 23 | 3.90% | 33.89% |
| 30 Sep, 23 | 3.39% | 28.60% |
| 30 Jun, 23 | 3.44% | 15.47% |
| 31 Mar, 23 | 4.72% | 20.11% |
| 31 Dec, 22 | 4.84% | 22.06% |
| 30 Sep, 22 | 4.69% | 20.13% |
| 30 Jun, 22 | 4.83% | 17.68% |
| 31 Mar, 22 | 5.22% | 20.89% |
| 31 Dec, 21 | 5.00% | 16.57% |
| 30 Sep, 21 | 5.49% | 17.15% |
| 30 Jun, 21 | 5.66% | 13.11% |
| 31 Mar, 21 | 6.57% | 15.45% |
| 31 Dec, 20 | 6.52% | 14.74% |
| 30 Sep, 20 | 6.65% | 15.63% |
| 30 Jun, 20 | 6.52% | 22.02% |
| 31 Mar, 20 | 5.44% | 19.26% |
| 31 Dec, 19 | 5.32% | 20.04% |
| 30 Sep, 19 | 5.15% | 18.91% |
| 30 Jun, 19 | 5.22% | 17.44% |
| 31 Mar, 19 | 5.47% | 18.71% |
| 31 Dec, 18 | 5.41% | 17.65% |
| 30 Sep, 18 | 5.54% | 18.12% |
| 30 Jun, 18 | 5.53% | 19.11% |
| 31 Mar, 18 | 5.38% | 21.07% |
| 31 Dec, 17 | 5.05% | 22.80% |
| 30 Sep, 17 | 4.71% | 21.57% |
| 30 Jun, 17 | 4.67% | 28.86% |
| 31 Mar, 17 | 4.02% | 21.38% |
| 31 Dec, 16 | 4.34% | 26.95% |
| 30 Sep, 16 | 4.01% | 32.27% |
| 30 Jun, 16 | 3.53% | 34.24% |
| 31 Mar, 16 | 3.21% | 30.88% |
| 31 Dec, 15 | 3.22% | 3.95% |
| 30 Sep, 15 | 9.04% | 310.05% |
| 30 Jun, 15 | 1.71% | 52.49% |
| 31 Mar, 15 | 1.80% | 55.00% |
| 31 Dec, 14 | 1.81% | 57.41% |
| 30 Sep, 14 | 1.78% | 58.77% |
| 30 Jun, 14 | 1.74% | 44.87% |
| 31 Mar, 14 | 1.97% | 38.77% |
| 31 Dec, 13 | 2.25% | 62.40% |
| 30 Sep, 13 | 1.90% | 30.27% |
| 30 Jun, 13 | 2.51% | 1612.35% |
| 31 Mar, 13 | 0.39% | 35.97% |
| 31 Dec, 12 | 1.05% | 89.34% |
| 30 Sep, 12 | 1.08% | 1153.61% |
| 30 Jun, 12 | 0.31% | 291.09% |
| 31 Mar, 12 | 0.32% | 91709.04% |
| 31 Dec, 11 | 0.02% | 31.67% |
| 30 Sep, 11 | 0.24% | 68327.51% |
| 30 Jun, 11 | 0.02% | 60075.00% |
| 31 Mar, 11 | 0.01% | 28750.00% |
| 31 Dec, 10 | 0.00% | 23075.00% |
| 30 Sep, 10 | 0.00% | 22727.27% |
| 30 Jun, 10 | 0.00% | 150.46% |
| 31 Mar, 10 | 0.05% | 1252.74% |
| 31 Dec, 09 | 0.07% | 410.52% |
| 30 Sep, 09 | 0.13% | 1578.66% |
| 30 Jun, 09 | 0.09% | 2753.33% |
| 31 Mar, 09 | 0.06% | 331.25% |
| 31 Dec, 08 | 0.13% | 655.94% |
| 30 Sep, 08 | 0.14% | 22622.40% |
| 30 Jun, 08 | 0.03% | 3852.94% |
| 31 Mar, 08 | 0.03% | 9240.36% |
| 31 Dec, 07 | 0.02% | 12493.04% |
| 30 Sep, 07 | 0.01% | 3011.22% |
| 30 Jun, 07 | 0.02% | - |
As of 30 Jun 24, Finance Of America Companies is held by 1.74% institutional shareholders, representing a 13.92% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 8 | -74.19% |
| 31 Mar, 24 | 31 | 10.71% |
| 31 Dec, 23 | 28 | 86.67% |
| 30 Sep, 23 | 15 | 7.14% |
| 30 Jun, 23 | 14 | -17.65% |
| 31 Mar, 23 | 17 | -15.00% |
| 31 Dec, 22 | 20 | 81.82% |
| 30 Sep, 22 | 11 | 57.14% |
| 30 Jun, 22 | 7 | -50.00% |
| 31 Mar, 22 | 14 | -17.65% |
| 31 Dec, 21 | 17 | 41.67% |
| 30 Sep, 21 | 12 | -50.00% |
| 30 Jun, 21 | 24 | -14.29% |
| 31 Mar, 21 | 28 | - |
| 31 Dec, 20 | 28 | 47.37% |
| 30 Sep, 20 | 19 | -47.22% |
| 30 Jun, 20 | 36 | 56.52% |
| 31 Mar, 20 | 23 | -14.81% |
| 31 Dec, 19 | 27 | - |
| 30 Sep, 19 | 27 | -6.90% |
| 30 Jun, 19 | 29 | 11.54% |
| 31 Mar, 19 | 26 | 4.00% |
| 31 Dec, 18 | 25 | -26.47% |
| 30 Sep, 18 | 34 | 9.68% |
| 30 Jun, 18 | 31 | 6.90% |
| 31 Mar, 18 | 29 | -25.64% |
| 31 Dec, 17 | 39 | 11.43% |
| 30 Sep, 17 | 35 | -10.26% |
| 30 Jun, 17 | 39 | 105.26% |
| 31 Mar, 17 | 19 | -29.63% |
| 31 Dec, 16 | 27 | 8.00% |
| 30 Sep, 16 | 25 | -10.71% |
| 30 Jun, 16 | 28 | 27.27% |
| 31 Mar, 16 | 22 | -29.03% |
| 31 Dec, 15 | 31 | 72.22% |
| 30 Sep, 15 | 18 | 5.88% |
| 30 Jun, 15 | 17 | -15.00% |
| 31 Mar, 15 | 20 | -9.09% |
| 31 Dec, 14 | 22 | 69.23% |
| 30 Sep, 14 | 13 | -27.78% |
| 30 Jun, 14 | 18 | 5.88% |
| 31 Mar, 14 | 17 | -29.17% |
| 31 Dec, 13 | 24 | 242.86% |
| 30 Sep, 13 | 7 | -63.16% |
| 30 Jun, 13 | 19 | 533.33% |
| 31 Mar, 13 | 3 | - |
| 31 Dec, 12 | 3 | -40.00% |
| 30 Sep, 12 | 5 | - |
| 30 Jun, 12 | 5 | 150.00% |
| 31 Mar, 12 | 2 | 100.00% |
| 31 Dec, 11 | 1 | -50.00% |
| 30 Sep, 11 | 2 | - |
| 30 Jun, 11 | 2 | - |
| 31 Mar, 11 | 2 | 100.00% |
| 31 Dec, 10 | 1 | - |
| 30 Sep, 10 | - | - |
| 30 Jun, 10 | - | - |
| 31 Mar, 10 | - | -100.00% |
| 31 Dec, 09 | 3 | 50.00% |
| 30 Sep, 09 | 2 | - |
| 30 Jun, 09 | 2 | - |
| 31 Mar, 09 | - | -100.00% |
| 31 Dec, 08 | 2 | 100.00% |
| 30 Sep, 08 | 1 | - |
| 30 Jun, 08 | - | -100.00% |
| 31 Mar, 08 | 1 | -50.00% |
| 31 Dec, 07 | 2 | 100.00% |
| 30 Sep, 07 | 1 | -50.00% |
| 30 Jun, 07 | 2 | - |
8 institutional shareholders have increased their position in FOA stock as of 30 Jun 24 compared to 31 in the previous quarter (a -74.19% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 5 | -37.50% |
| 31 Mar, 24 | 8 | -33.33% |
| 31 Dec, 23 | 12 | -7.69% |
| 30 Sep, 23 | 13 | -7.14% |
| 30 Jun, 23 | 14 | 27.27% |
| 31 Mar, 23 | 11 | -35.29% |
| 31 Dec, 22 | 17 | 70.00% |
| 30 Sep, 22 | 10 | -54.55% |
| 30 Jun, 22 | 22 | 46.67% |
| 31 Mar, 22 | 15 | - |
| 31 Dec, 21 | 15 | -31.82% |
| 30 Sep, 21 | 22 | -8.33% |
| 30 Jun, 21 | 24 | 26.32% |
| 31 Mar, 21 | 19 | 5.56% |
| 31 Dec, 20 | 18 | -21.74% |
| 30 Sep, 20 | 23 | 43.75% |
| 30 Jun, 20 | 16 | -15.79% |
| 31 Mar, 20 | 19 | -17.39% |
| 31 Dec, 19 | 23 | 4.55% |
| 30 Sep, 19 | 22 | 15.79% |
| 30 Jun, 19 | 19 | -17.39% |
| 31 Mar, 19 | 23 | -17.86% |
| 31 Dec, 18 | 28 | 21.74% |
| 30 Sep, 18 | 23 | -8.00% |
| 30 Jun, 18 | 25 | 19.05% |
| 31 Mar, 18 | 21 | 10.53% |
| 31 Dec, 17 | 19 | -5.00% |
| 30 Sep, 17 | 20 | 25.00% |
| 30 Jun, 17 | 16 | 33.33% |
| 31 Mar, 17 | 12 | -14.29% |
| 31 Dec, 16 | 14 | -12.50% |
| 30 Sep, 16 | 16 | -11.11% |
| 30 Jun, 16 | 18 | 28.57% |
| 31 Mar, 16 | 14 | 75.00% |
| 31 Dec, 15 | 8 | 14.29% |
| 30 Sep, 15 | 7 | -12.50% |
| 30 Jun, 15 | 8 | -33.33% |
| 31 Mar, 15 | 12 | 71.43% |
| 31 Dec, 14 | 7 | -56.25% |
| 30 Sep, 14 | 16 | 100.00% |
| 30 Jun, 14 | 8 | -33.33% |
| 31 Mar, 14 | 12 | 140.00% |
| 31 Dec, 13 | 5 | 66.67% |
| 30 Sep, 13 | 3 | - |
| 30 Jun, 13 | 3 | 200.00% |
| 31 Mar, 13 | 1 | - |
| 31 Dec, 12 | 1 | - |
| 30 Sep, 12 | - | -100.00% |
| 30 Jun, 12 | 1 | - |
| 31 Mar, 12 | - | - |
| 31 Dec, 11 | - | - |
| 30 Sep, 11 | - | - |
| 30 Jun, 11 | - | - |
| 31 Mar, 11 | - | - |
| 31 Dec, 10 | - | - |
| 30 Sep, 10 | - | - |
| 30 Jun, 10 | - | -100.00% |
| 31 Mar, 10 | 1 | - |
| 31 Dec, 09 | - | - |
| 30 Sep, 09 | - | - |
| 30 Jun, 09 | - | -100.00% |
| 31 Mar, 09 | 1 | - |
| 31 Dec, 08 | 1 | - |
| 30 Sep, 08 | - | - |
| 30 Jun, 08 | - | -100.00% |
| 31 Mar, 08 | 1 | - |
| 31 Dec, 07 | - | -100.00% |
| 30 Sep, 07 | 1 | - |
| 30 Jun, 07 | - | - |
5 institutional shareholders have reduced their position in FOA stock as of 30 Jun 24 compared to 8 in the previous quarter (a -37.50% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 20 | -62.96% | 1,538,587 | -50.78% | 1.74% | 13.92% | 8 | -74.19% | 5 | -37.50% |
| 31 Mar, 24 | 54 | 10.20% | 3,126,130 | -2.34% | 3.54% | 23.19% | 31 | 10.71% | 8 | -33.33% |
| 31 Dec, 23 | 49 | 19.51% | 3,201,008 | 7.50% | 3.90% | 33.89% | 28 | 86.67% | 12 | -7.69% |
| 30 Sep, 23 | 41 | 5.13% | 2,977,664 | -1.11% | 3.39% | 28.60% | 15 | 7.14% | 13 | -7.14% |
| 30 Jun, 23 | 39 | 2.63% | 3,011,061 | -0.34% | 3.44% | 15.47% | 14 | -17.65% | 14 | 27.27% |
| 31 Mar, 23 | 38 | -17.39% | 3,021,297 | -1.32% | 4.72% | 20.11% | 17 | -15.00% | 11 | -35.29% |
| 31 Dec, 22 | 46 | 21.05% | 3,061,625 | 4.03% | 4.84% | 22.06% | 20 | 81.82% | 17 | 70.00% |
| 30 Sep, 22 | 38 | -7.32% | 2,943,017 | -2.22% | 4.69% | 20.13% | 11 | 57.14% | 10 | -54.55% |
| 30 Jun, 22 | 41 | -2.38% | 3,009,803 | -5.21% | 4.83% | 17.68% | 7 | -50.00% | 22 | 46.67% |
| 31 Mar, 22 | 42 | -4.55% | 3,175,117 | 6.15% | 5.22% | 20.89% | 14 | -17.65% | 15 | - |
| 31 Dec, 21 | 44 | -2.22% | 2,991,122 | -9.06% | 5.00% | 16.57% | 17 | 41.67% | 15 | -31.82% |
| 30 Sep, 21 | 45 | -18.18% | 3,289,056 | -2.96% | 5.49% | 17.15% | 12 | -50.00% | 22 | -8.33% |
| 30 Jun, 21 | 55 | -8.33% | 3,389,482 | -13.84% | 5.66% | 13.11% | 24 | -14.29% | 24 | 26.32% |
| 31 Mar, 21 | 60 | 5.26% | 3,934,142 | 0.74% | 6.57% | 15.45% | 28 | - | 19 | 5.56% |
| 31 Dec, 20 | 57 | 1.79% | 3,905,250 | -1.94% | 6.52% | 14.74% | 28 | 47.37% | 18 | -21.74% |
| 30 Sep, 20 | 56 | -9.68% | 3,982,629 | 1.97% | 6.65% | 15.63% | 19 | -47.22% | 23 | 43.75% |
| 30 Jun, 20 | 62 | 16.98% | 3,905,621 | 19.84% | 6.52% | 22.02% | 36 | 56.52% | 16 | -15.79% |
| 31 Mar, 20 | 53 | -10.17% | 3,259,105 | 2.37% | 5.44% | 19.26% | 23 | -14.81% | 19 | -17.39% |
| 31 Dec, 19 | 59 | 3.51% | 3,183,606 | 3.21% | 5.32% | 20.04% | 27 | - | 23 | 4.55% |
| 30 Sep, 19 | 57 | -14.93% | 3,084,740 | -1.29% | 5.15% | 18.91% | 27 | -6.90% | 22 | 15.79% |
| 30 Jun, 19 | 67 | -8.22% | 3,125,144 | -4.60% | 5.22% | 17.44% | 29 | 11.54% | 19 | -17.39% |
| 31 Mar, 19 | 73 | - | 3,275,941 | 1.16% | 5.47% | 18.71% | 26 | 4.00% | 23 | -17.86% |
| 31 Dec, 18 | 73 | -5.19% | 3,238,281 | -2.30% | 5.41% | 17.65% | 25 | -26.47% | 28 | 21.74% |
| 30 Sep, 18 | 77 | 1.32% | 3,314,590 | 0.16% | 5.54% | 18.12% | 34 | 9.68% | 23 | -8.00% |
| 30 Jun, 18 | 76 | 7.04% | 3,309,292 | 2.76% | 5.53% | 19.11% | 31 | 6.90% | 25 | 19.05% |
| 31 Mar, 18 | 71 | -2.74% | 3,220,439 | 6.45% | 5.38% | 21.07% | 29 | -25.64% | 21 | 10.53% |
| 31 Dec, 17 | 73 | -1.35% | 3,025,188 | 7.33% | 5.05% | 22.80% | 39 | 11.43% | 19 | -5.00% |
| 30 Sep, 17 | 74 | 7.25% | 2,818,617 | 0.77% | 4.71% | 21.57% | 35 | -10.26% | 20 | 25.00% |
| 30 Jun, 17 | 69 | 35.29% | 2,797,141 | 16.10% | 4.67% | 28.86% | 39 | 105.26% | 16 | 33.33% |
| 31 Mar, 17 | 51 | -12.07% | 2,409,293 | -7.26% | 4.02% | 21.38% | 19 | -29.63% | 12 | -14.29% |
| 31 Dec, 16 | 58 | 3.57% | 2,598,008 | 8.13% | 4.34% | 26.95% | 27 | 8.00% | 14 | -12.50% |
| 30 Sep, 16 | 56 | -1.75% | 2,402,693 | 13.79% | 4.01% | 32.27% | 25 | -10.71% | 16 | -11.11% |
| 30 Jun, 16 | 57 | 14.00% | 2,111,438 | 9.88% | 3.53% | 34.24% | 28 | 27.27% | 18 | 28.57% |
| 31 Mar, 16 | 50 | -1.96% | 1,921,579 | -0.46% | 3.21% | 30.88% | 22 | -29.03% | 14 | 75.00% |
| 31 Dec, 15 | 51 | 27.50% | 1,930,551 | -64.32% | 3.22% | 3.95% | 31 | 72.22% | 8 | 14.29% |
| 30 Sep, 15 | 40 | 11.11% | 5,411,329 | 429.32% | 9.04% | 310.05% | 18 | 5.88% | 7 | -12.50% |
| 30 Jun, 15 | 36 | -14.29% | 1,022,313 | -5.34% | 1.71% | 52.49% | 17 | -15.00% | 8 | -33.33% |
| 31 Mar, 15 | 42 | 13.51% | 1,079,961 | -0.40% | 1.80% | 55.00% | 20 | -9.09% | 12 | 71.43% |
| 31 Dec, 14 | 37 | 5.71% | 1,084,346 | 1.96% | 1.81% | 57.41% | 22 | 69.23% | 7 | -56.25% |
| 30 Sep, 14 | 35 | - | 1,063,529 | 2.17% | 1.78% | 58.77% | 13 | -27.78% | 16 | 100.00% |
| 30 Jun, 14 | 35 | -2.78% | 1,040,983 | -11.68% | 1.74% | 44.87% | 18 | 5.88% | 8 | -33.33% |
| 31 Mar, 14 | 36 | - | 1,178,619 | -12.64% | 1.97% | 38.77% | 17 | -29.17% | 12 | 140.00% |
| 31 Dec, 13 | 36 | 89.47% | 1,349,127 | 18.57% | 2.25% | 62.40% | 24 | 242.86% | 5 | 66.67% |
| 30 Sep, 13 | 19 | -20.83% | 1,137,878 | -24.16% | 1.90% | 30.27% | 7 | -63.16% | 3 | - |
| 30 Jun, 13 | 24 | 242.86% | 1,500,366 | 535.59% | 2.51% | 1612.35% | 19 | 533.33% | 3 | 200.00% |
| 31 Mar, 13 | 7 | -12.50% | 236,057 | -62.34% | 0.39% | 35.97% | 3 | - | 1 | - |
| 31 Dec, 12 | 8 | - | 626,878 | -3.29% | 1.05% | 89.34% | 3 | -40.00% | 1 | - |
| 30 Sep, 12 | 8 | - | 648,210 | 253.35% | 1.08% | 1153.61% | 5 | - | - | -100.00% |
| 30 Jun, 12 | 8 | 33.33% | 183,447 | -5.57% | 0.31% | 291.09% | 5 | 150.00% | 1 | - |
| 31 Mar, 12 | 6 | 50.00% | 194,258 | 1624.13% | 0.32% | 91709.04% | 2 | 100.00% | - | - |
| 31 Dec, 11 | 4 | -20.00% | 11,267 | -92.28% | 0.02% | 31.67% | 1 | -50.00% | - | - |
| 30 Sep, 11 | 5 | - | 146,018 | 1191.39% | 0.24% | 68327.51% | 2 | - | - | - |
| 30 Jun, 11 | 5 | 25.00% | 11,307 | 236.42% | 0.02% | 60075.00% | 2 | - | - | - |
| 31 Mar, 11 | 4 | 100.00% | 3,361 | 26.50% | 0.01% | 28750.00% | 2 | 100.00% | - | - |
| 31 Dec, 10 | 2 | 100.00% | 2,657 | 1.53% | 0.00% | 23075.00% | 1 | - | - | - |
| 30 Sep, 10 | 1 | - | 2,617 | - | 0.00% | 22727.27% | - | - | - | - |
| 30 Jun, 10 | 1 | -75.00% | 2,617 | -91.89% | 0.00% | 150.46% | - | - | - | -100.00% |
| 31 Mar, 10 | 4 | - | 32,281 | -17.82% | 0.05% | 1252.74% | - | -100.00% | 1 | - |
| 31 Dec, 09 | 4 | -20.00% | 39,281 | -48.11% | 0.07% | 410.52% | 3 | 50.00% | - | - |
| 30 Sep, 09 | 5 | 66.67% | 75,697 | 41.29% | 0.13% | 1578.66% | 2 | - | - | - |
| 30 Jun, 09 | 3 | 200.00% | 53,577 | 56.94% | 0.09% | 2753.33% | 2 | - | - | -100.00% |
| 31 Mar, 09 | 1 | -66.67% | 34,138 | -56.54% | 0.06% | 331.25% | - | -100.00% | 1 | - |
| 31 Dec, 08 | 3 | 50.00% | 78,554 | -7.25% | 0.13% | 655.94% | 2 | 100.00% | 1 | - |
| 30 Sep, 08 | 2 | 100.00% | 84,692 | 465.56% | 0.14% | 22622.40% | 1 | - | - | - |
| 30 Jun, 08 | 1 | -50.00% | 14,975 | -1.75% | 0.03% | 3852.94% | - | -100.00% | - | -100.00% |
| 31 Mar, 08 | 2 | -33.33% | 15,241 | 53.39% | 0.03% | 9240.36% | 1 | -50.00% | 1 | - |
| 31 Dec, 07 | 3 | 50.00% | 9,936 | 43.67% | 0.02% | 12493.04% | 2 | 100.00% | - | -100.00% |
| 30 Sep, 07 | 2 | - | 6,916 | -40.98% | 0.01% | 3011.22% | 1 | -50.00% | 1 | - |
| 30 Jun, 07 | 2 | - | 11,718 | - | 0.02% | - | 2 | - | - | - |
Finance Of America Companies Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Finance Of America Companies's stock was made by West Lance on May 15 2024, selling 56,497 shares at - per share (valued at -).
Finance Of America Companies Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 41 | 58 | 70.69% |
| Q1 2024 | 10 | 23 | 43.48% |
| Q4 2023 | 6 | 10 | 60.00% |
| Q3 2023 | 10 | 23 | 43.48% |
| Q2 2023 | 30 | 52 | 57.69% |
| Q1 2023 | 29 | 22 | 131.82% |
| Q4 2022 | 2 | 3 | 66.67% |
| Q3 2022 | 2 | 17 | 11.76% |
| Q2 2022 | 14 | 26 | 53.85% |
| Q1 2022 | 1 | 12 | 8.33% |
| Q4 2021 | 7 | 4 | 175.00% |
| Q3 2021 | 20 | 29 | 68.97% |
| Q2 2021 | 20 | 16 | 125.00% |
41 total buy trades, and 58 total sell trades (buy/sell ratio of 0.71%) were made by Finance Of America Companies's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | - | - |
| Q1 2024 | - | - | - |
| Q4 2023 | - | - | - |
| Q3 2023 | - | - | - |
| Q2 2023 | - | - | - |
| Q1 2023 | 12 | - | - |
| Q4 2022 | - | - | - |
| Q3 2022 | - | - | - |
| Q2 2022 | 1 | - | - |
| Q1 2022 | - | - | - |
| Q4 2021 | - | 2 | - |
| Q3 2021 | 11 | - | - |
| Q2 2021 | - | 13 | - |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Finance Of America Companies's stocks.
Finance Of America Companies Peer Ownership
| Ticker | Company |
|---|---|
| AGM | Federal Agricultural Mortgage Corporation |
| BBDC | Barings BDC, Inc. |
| CPSS | Consumer Portfolio Services, Inc. |
| RM | Regional Management Corp. |
| OCSL | Oaktree Specialty Lending Corporation |
| FCFS | FirstCash Holdings, Inc |
| GDOT | Green Dot Corporation |
| WRLD | World Acceptance Corporation |
| IX | ORIX Corporation |
| SLM | SLM Corporation |
| NAVI | Navient Corporation |
| EZPW | EZCORP, Inc. |
| ENVA | Enova International, Inc. |
| NICK | Nicholas Financial, Inc. |
FOA Ownership FAQ
Who Owns Finance Of America Companies?
Finance Of America Companies is owned by institutional shareholders (1.74%), insiders (31.31%), and public (66.95%). The largest institutional shareholder of Finance Of America Companies is KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (0.69% of total shares) and the top mutual fund owner is ZAZOVE CONVERTIBLE SECURITIES FUND INC (0.47% of total shares).
Who are the major institutional shareholders of Finance Of America Companies?
Finance Of America Companies's major institutional shareholders are KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, VANGUARD GROUP INC, DIMENSIONAL FUND ADVISORS LP, MONEY CONCEPTS CAPITAL CORP, and RENAISSANCE TECHNOLOGIES LLC. The top five shareholders own together 2.36% of the company's share outstanding.
How many Finance Of America Companies shareholders are there?
As of Jun 2024, there are 20 institutional shareholders of Finance Of America Companies.
What percentage of Finance Of America Companies is owned by KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC?
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC owns 609.79K shares of Finance Of America Companies, representing 0.69% of the company's total shares outstanding, valued at $9.76M (as of Jun 2024).
What percentage of Finance Of America Companies is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 390.34K shares of Finance Of America Companies (FOA), compromising 0.44% of the company, valued at $6.25M.
What percentage of Finance Of America Companies is owned by DIMENSIONAL FUND ADVISORS LP?
DIMENSIONAL FUND ADVISORS LP is the third largest holder of Finance Of America Companies. The company owns 380.81K of the company's shares outstanding (worth $6.09M).