Primis Financial Ownership | Who Owns Primis Financial?
Primis Financial Ownership Summary
Primis Financial is owned by 72.57% institutional investors, 3.60% insiders, and 23.83% retail investors. Blackrock is the largest institutional shareholder, holding 7.93% of FRST shares. RMB Mendon Financial Services A is the top mutual fund, with 3.51% of its assets in Primis Financial shares.
FRST Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Primis Financial | 72.57% | 3.60% | 23.83% |
| 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 |
|---|---|---|---|
| Blackrock | 1.95M | 7.93% | $20.48M |
| Banc funds | 1.72M | 6.98% | $18.03M |
| Patriot financial partners gp, lp | 1.22M | 4.94% | $12.76M |
| Vanguard group | 1.13M | 4.59% | $11.86M |
| Dimensional fund advisors lp | 1.10M | 4.48% | $11.57M |
| Rmb capital management | 873.54K | 3.54% | $9.15M |
| Maltese capital management | 763.54K | 3.10% | $8.00M |
| Salzhauer michael | 754.33K | 3.06% | $7.91M |
| Pl capital advisors | 475.24K | 1.93% | $4.98M |
| Kennedy capital management | 463.78K | 1.88% | $4.86M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Salzhauer michael | 754.33K | 6.15% | $7.91M |
| Mendon capital advisors | 54.86K | 5.83% | $10.52M |
| Patriot financial partners gp, lp | 1.22M | 5.01% | $12.76M |
| Banc funds | 1.72M | 2.14% | $18.03M |
| Pl capital advisors | 475.24K | 2.07% | $4.98M |
| Maltese capital management | 763.54K | 1.48% | $8.00M |
| Corbyn investment management inc/md | 330.83K | 1.43% | $3.47M |
| Petiole usa | 108.80K | 0.96% | $1.14M |
| Outfitter financial | 102.70K | 0.90% | $1.08M |
| Elco management | 55.18K | 0.34% | $578.26K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 1.95M | 0.00% | 238.29K |
| Segall bryant & hamill | 179.27K | 0.03% | 179.27K |
| Two sigma advisers, lp | 111.36K | 0.00% | 38.20K |
| Acadian asset management | 178.31K | 0.01% | 32.90K |
| Gsa capital partners llp | 47.24K | 0.03% | 30.30K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Mendon capital advisors | 54.86K | 5.83% | -854.79K |
| Lsv asset management | - | - | -133.40K |
| Fourthstone | 66.54K | 0.22% | -77.04K |
| Hillsdale investment management | - | - | -68.16K |
| Millennium management | 83.50K | 0.00% | -66.73K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Segall bryant & hamill | 179.27K | 0.03% | 179.27K | $1.88M |
| Clearstead advisors | 25.35K | 0.00% | 25.35K | $265.64K |
| Mml investors services | 25.33K | 0.00% | 25.33K | $265.00K |
| Cary street partners investment advisory | 18.60K | 0.01% | 18.60K | $194.93K |
| Deutsche bank ag\ | 17.60K | 0.00% | 17.60K | $184.44K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -6.00 |
| Innealta capital | -62.00 |
| Quadrant capital group | -73.00 |
| Federated hermes | -551.00 |
| Spire wealth management | -655.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 125 | 5.93% | 17,887,634 | -3.44% | 72 | 1.28% | 69 | 32.69% | 30 | -25.00% |
| Mar 31, 2024 | 118 | 3.51% | 18,523,941 | 0.31% | 75 | 1.34% | 52 | -11.86% | 40 | 37.93% |
| Dec 31, 2023 | 114 | 5.56% | 18,467,297 | 5.95% | 74 | 1.50% | 59 | 78.79% | 29 | -19.44% |
| Sep 30, 2023 | 108 | 1.89% | 17,430,655 | 0.10% | 70 | 1.41% | 33 | -17.50% | 36 | -2.70% |
| Jun 30, 2023 | 106 | 2.91% | 17,413,853 | 1.15% | 70 | 1.45% | 40 | -18.37% | 37 | 37.04% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| RMB Mendon Financial Services A | 868.54K | 3.51% | - |
| Vanguard Total Stock Mkt Idx Inv | 710.70K | 2.87% | - |
| iShares Russell 2000 ETF | 616.31K | 2.49% | -1.39K |
| Foundry Partners Micro Cap Value | 581.83K | 2.36% | 76.65K |
| Kennedy Micro Cap | 341.07K | 1.38% | -2.40K |
| DFA US Small Cap Value I | 330.11K | 1.34% | 948.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 288.02K | 1.17% | - |
| Boston Partners Small Cap Value II Inv | 257.69K | 1.04% | 48.48K |
| Cromwell Greenspring Mid Cap Instl | 248.66K | 1.01% | -9.51K |
| iShares Russell 2000 Value ETF | 208.00K | 0.84% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 15, 2024 | Diaz Deborah | - | Buy | $19.81K |
| Mar 14, 2024 | COOK WILLIAM RAND | - | Buy | $24.97K |
| Mar 13, 2024 | COOK WILLIAM RAND | - | Buy | $20.13K |
| Mar 14, 2024 | Biagas John Fitzgerald | - | Buy | $24.90K |
| Mar 13, 2024 | KABBASH CHARLES A | - | Buy | $25.11K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | - | - |
| 2024 Q1 | 12 | - |
| 2023 Q4 | - | - |
| 2023 Q3 | 4 | - |
| 2023 Q2 | 8 | - |
FRST Ownership FAQ
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