HomeStreet Ownership 2024 | Who Owns HomeStreet Now?
Institutional Ownership
12.76%
Insider Ownership
5.08%
Retail Ownership
82.16%
Institutional Holders
31.00
HomeStreet Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC | 7.92% | 2.98% | 1,493,579 | 386,477 | 34.91% | 17,026,801 | Jun 30, 2024 |
| BLACKROCK INC. | 6.94% | 0.00% | 1,308,808 | 33,144 | 2.60% | 14,920,411 | Jun 30, 2024 |
| MALTESE CAPITAL MANAGEMENT LLC | 5.36% | 2.13% | 1,010,500 | -61,320 | -5.72% | 11,519,700 | Jun 30, 2024 |
| VANGUARD GROUP INC | 5.19% | 0.00% | 979,490 | 1,629 | 0.17% | 11,166,186 | Jun 30, 2024 |
| MORGAN STANLEY | 4.66% | 0.00% | 878,073 | 568,996 | 184.10% | 10,010,045 | Jun 30, 2024 |
| ENDEAVOUR CAPITAL ADVISORS INC | 3.75% | 2.80% | 706,253 | 375,581 | 113.58% | 8,051,284 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 3.40% | 0.00% | 640,296 | 28,874 | 4.72% | 7,299,072 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 2.95% | 0.00% | 555,497 | 105,181 | 23.36% | 6,332,665 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.86% | 0.00% | 539,050 | -122,576 | -18.53% | 6,145,170 | Jun 30, 2024 |
| PETIOLE USA LTD | 2.53% | 4.57% | 477,961 | 66,158 | 16.07% | 5,448,755 | Jun 30, 2024 |
| STATE STREET CORP | 2.23% | 0.00% | 420,948 | 9,196 | 2.23% | 4,798,807,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.22% | 0.00% | 418,232 | 17,605 | 4.39% | 4,768,385 | Jun 30, 2024 |
| RMB CAPITAL MANAGEMENT, LLC | 1.93% | 0.10% | 363,000 | 63,000 | 21.00% | 4,138,200 | Jun 30, 2024 |
| ACUITAS INVESTMENTS, LLC | 1.76% | 2.03% | 332,689 | - | - | 3,792,655 | Jun 30, 2024 |
| FOURTHSTONE LLC | 1.36% | 0.93% | 256,505 | 256,505 | 100.00% | 2,924,157 | Jun 30, 2024 |
| MADISON AVENUE PARTNERS, LP | 1.28% | 0.35% | 240,903 | -664,119 | -73.38% | 2,746,294 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 1.25% | 0.00% | 234,832 | 34,140 | 17.01% | 2,677,085 | Jun 30, 2024 |
| CCG WEALTH MANAGEMENT, LLC | 1.22% | 1.48% | 229,781 | - | - | 2,619,504 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 1.17% | 0.00% | 219,701 | -6,723 | -2.97% | 2,504,591 | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | 0.91% | 0.01% | 170,669 | 170,669 | 100.00% | 1,945,627 | Jun 30, 2024 |
HomeStreet's largest institutional shareholder is PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC, holding 7.92% of the company's total share outstanding, currently valued at $17.03M. The top 10 institutional shareholders own together 45.55% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PETIOLE USA LTD | 2.53% | 4.57% | 477,961 | 66,158 | 16.07% | 5,448,755 | Jun 30, 2024 |
| PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC | 7.92% | 2.98% | 1,493,579 | 386,477 | 34.91% | 17,026,801 | Jun 30, 2024 |
| ENDEAVOUR CAPITAL ADVISORS INC | 3.75% | 2.80% | 706,253 | 375,581 | 113.58% | 8,051,284 | Jun 30, 2024 |
| MALTESE CAPITAL MANAGEMENT LLC | 5.36% | 2.13% | 1,010,500 | -61,320 | -5.72% | 11,519,700 | Jun 30, 2024 |
| ACUITAS INVESTMENTS, LLC | 1.76% | 2.03% | 332,689 | - | - | 3,792,655 | Jun 30, 2024 |
| CCG WEALTH MANAGEMENT, LLC | 1.22% | 1.48% | 229,781 | - | - | 2,619,504 | Jun 30, 2024 |
| FOURTHSTONE LLC | 1.36% | 0.93% | 256,505 | 256,505 | 100.00% | 2,924,157 | Jun 30, 2024 |
| MADISON AVENUE PARTNERS, LP | 1.28% | 0.35% | 240,903 | -664,119 | -73.38% | 2,746,294 | Jun 30, 2024 |
| CALDWELL SUTTER CAPITAL, INC. | 0.32% | 0.34% | 60,000 | - | - | 684,000 | Jun 30, 2024 |
| SHAY CAPITAL LLC | 0.50% | 0.15% | 94,430 | 94,430 | 100.00% | 1,076,502 | Jun 30, 2024 |
| RMB CAPITAL MANAGEMENT, LLC | 1.93% | 0.10% | 363,000 | 63,000 | 21.00% | 4,138,200 | Jun 30, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | 0.19% | 0.09% | 35,944 | 35,944 | 100.00% | 409,766 | Jun 30, 2024 |
| EMC CAPITAL MANAGEMENT | 0.05% | 0.06% | 8,613 | - | - | 98,000 | Jun 30, 2024 |
| HENNESSY ADVISORS INC | 0.66% | 0.05% | 125,000 | -75,000 | -37.50% | 1,425,000 | Jun 30, 2024 |
| TETON ADVISORS, INC. | 0.05% | 0.05% | 10,000 | -2,600 | -20.63% | 114,000 | Jun 30, 2024 |
| CSS LLC/IL | 0.33% | 0.04% | 62,976 | 62,976 | 100.00% | 717,926 | Jun 30, 2024 |
| EMERALD MUTUAL FUND ADVISERS TRUST | 0.28% | 0.03% | 53,703 | -43,249 | -44.61% | 612,214 | Jun 30, 2024 |
| FARTHER FINANCE ADVISORS, LLC | 0.15% | 0.02% | 28,947 | -66 | -0.23% | 325,364 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 0.27% | 0.01% | 50,599 | -196,570 | -79.53% | 576,829 | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | 0.91% | 0.01% | 170,669 | 170,669 | 100.00% | 1,945,627 | Jun 30, 2024 |
The largest HomeStreet shareholder by % of total assets is PETIOLE USA LTD. The company owns 477.96K shares of HomeStreet (HMST), representing 4.57% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 4.66% | 0.00% | 878,073 | 568,996 | 184.10% | 10,010,045 | Jun 30, 2024 |
| PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC | 7.92% | 2.98% | 1,493,579 | 386,477 | 34.91% | 17,026,801 | Jun 30, 2024 |
| ENDEAVOUR CAPITAL ADVISORS INC | 3.75% | 2.80% | 706,253 | 375,581 | 113.58% | 8,051,284 | Jun 30, 2024 |
| FOURTHSTONE LLC | 1.36% | 0.93% | 256,505 | 256,505 | 100.00% | 2,924,157 | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | 0.91% | 0.01% | 170,669 | 170,669 | 100.00% | 1,945,627 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 0.60% | 0.00% | 112,949 | 112,949 | 100.00% | 1,287,619 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 2.95% | 0.00% | 555,497 | 105,181 | 23.36% | 6,332,665 | Jun 30, 2024 |
| SHAY CAPITAL LLC | 0.50% | 0.15% | 94,430 | 94,430 | 100.00% | 1,076,502 | Jun 30, 2024 |
| PETIOLE USA LTD | 2.53% | 4.57% | 477,961 | 66,158 | 16.07% | 5,448,755 | Jun 30, 2024 |
| RMB CAPITAL MANAGEMENT, LLC | 1.93% | 0.10% | 363,000 | 63,000 | 21.00% | 4,138,200 | Jun 30, 2024 |
| CSS LLC/IL | 0.33% | 0.04% | 62,976 | 62,976 | 100.00% | 717,926 | Jun 30, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | 0.19% | 0.09% | 35,944 | 35,944 | 100.00% | 409,766 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 1.25% | 0.00% | 234,832 | 34,140 | 17.01% | 2,677,085 | Jun 30, 2024 |
| BLACKROCK INC. | 6.94% | 0.00% | 1,308,808 | 33,144 | 2.60% | 14,920,411 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 3.40% | 0.00% | 640,296 | 28,874 | 4.72% | 7,299,072 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.22% | 0.00% | 418,232 | 17,605 | 4.39% | 4,768,385 | Jun 30, 2024 |
| GRAHAM CAPITAL MANAGEMENT, L.P. | 0.08% | 0.00% | 15,014 | 15,014 | 100.00% | 171,160 | Jun 30, 2024 |
| STIFEL FINANCIAL CORP | 0.14% | 0.00% | 25,975 | 14,675 | 129.87% | 296,115 | Jun 30, 2024 |
| STATE OF WISCONSIN INVESTMENT BOARD | 0.14% | 0.00% | 26,027 | 13,327 | 104.94% | 296,708 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.06% | 0.00% | 10,686 | 10,686 | 100.00% | 121,820 | Jun 30, 2024 |
As of Jun 30 2024, HomeStreet's largest institutional buyer is MORGAN STANLEY. The company purchased 569.00K stocks of HMST, valued at $10.01M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MADISON AVENUE PARTNERS, LP | 1.28% | 0.35% | 240,903 | -664,119 | -73.38% | 2,746,294 | Jun 30, 2024 |
| CONGRESS ASSET MANAGEMENT CO /MA | - | - | - | -261,558 | -100.00% | - | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 0.27% | 0.01% | 50,599 | -196,570 | -79.53% | 576,829 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.86% | 0.00% | 539,050 | -122,576 | -18.53% | 6,145,170 | Jun 30, 2024 |
| PRUDENTIAL FINANCIAL INC | - | - | - | -102,179 | -100.00% | - | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.71% | 0.00% | 134,081 | -100,437 | -42.83% | 1,528,523 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.63% | 0.00% | 118,750 | -93,173 | -43.97% | 1,353,750 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.21% | 0.00% | 39,850 | -83,999 | -67.82% | 454,000 | Jun 30, 2024 |
| HENNESSY ADVISORS INC | 0.66% | 0.05% | 125,000 | -75,000 | -37.50% | 1,425,000 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.32% | 0.00% | 59,635 | -68,002 | -53.28% | 679,839 | Jun 30, 2024 |
| MALTESE CAPITAL MANAGEMENT LLC | 5.36% | 2.13% | 1,010,500 | -61,320 | -5.72% | 11,519,700 | Jun 30, 2024 |
| CENTERBOOK PARTNERS LP | - | - | - | -54,520 | -100.00% | - | Jun 30, 2024 |
| EMERALD MUTUAL FUND ADVISERS TRUST | 0.28% | 0.03% | 53,703 | -43,249 | -44.61% | 612,214 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.75% | 0.00% | 140,769 | -41,147 | -22.62% | 1,604,767 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.41% | 0.00% | 77,825 | -38,560 | -33.13% | 887,206 | Jun 30, 2024 |
| PDT PARTNERS, LLC | - | - | - | -37,043 | -100.00% | - | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.07% | 0.00% | 14,000 | -33,100 | -70.28% | 159,600 | Jun 30, 2024 |
| INVESCO LTD. | 0.69% | 0.00% | 129,389 | -30,278 | -18.96% | 1,475,035 | Jun 30, 2024 |
| EMERALD ADVISERS, LLC | - | - | - | -28,589 | -100.00% | - | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | 0.29% | 0.01% | 54,319 | -23,279 | -30.00% | 619,237 | Jun 30, 2024 |
As of Jun 30 2024, HomeStreet's biggest institutional seller is MADISON AVENUE PARTNERS, LP. The company sold -0.66M shares of HMST, valued at $2.75M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VERITION FUND MANAGEMENT LLC | 0.91% | 0.01% | 170,669 | 170,669 | 100.00% | 1,945,627 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 0.60% | 0.00% | 112,949 | 112,949 | 100.00% | 1,287,619 | Jun 30, 2024 |
| SHAY CAPITAL LLC | 0.50% | 0.15% | 94,430 | 94,430 | 100.00% | 1,076,502 | Jun 30, 2024 |
| CSS LLC/IL | 0.33% | 0.04% | 62,976 | 62,976 | 100.00% | 717,926 | Jun 30, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | 0.19% | 0.09% | 35,944 | 35,944 | 100.00% | 409,766 | Jun 30, 2024 |
| GRAHAM CAPITAL MANAGEMENT, L.P. | 0.08% | 0.00% | 15,014 | 15,014 | 100.00% | 171,160 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.06% | 0.00% | 10,686 | 10,686 | 100.00% | 121,820 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 9,848 | 9,848 | 100.00% | 112,267 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 9,762 | 9,762 | 100.00% | 111,287 | Jun 30, 2024 |
| CSS LLC/IL | 0.05% | 0.01% | 9,300 | 9,300 | 100.00% | 106,020 | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | 0.02% | - | 2,874 | 2,874 | 100.00% | 32,000 | Jun 30, 2024 |
| HOLLENCREST CAPITAL MANAGEMENT | 0.00% | - | 94 | 94 | 100.00% | 1,072 | Jun 30, 2024 |
| ROTHSCHILD INVESTMENT LLC | 0.00% | - | 10 | 10 | 100.00% | 114 | Jun 30, 2024 |
HomeStreet's largest new institutional shareholder by number of shares is VERITION FUND MANAGEMENT LLC, purchased 170.67K shares, valued at $1.95M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CONGRESS ASSET MANAGEMENT CO /MA | - | - | - | -261,558 | -100.00% | - | Jun 30, 2024 |
| PRUDENTIAL FINANCIAL INC | - | - | - | -102,179 | -100.00% | - | Jun 30, 2024 |
| CENTERBOOK PARTNERS LP | - | - | - | -54,520 | -100.00% | - | Jun 30, 2024 |
| PDT PARTNERS, LLC | - | - | - | -37,043 | -100.00% | - | Jun 30, 2024 |
| EMERALD ADVISERS, LLC | - | - | - | -28,589 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -8,925 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -973 | -100.00% | - | Jun 30, 2024 |
| EVERSOURCE WEALTH ADVISORS, LLC | - | - | - | -632 | -100.00% | - | Jun 30, 2024 |
| PARALLEL ADVISORS, LLC | - | - | - | -58 | -100.00% | - | Jun 30, 2024 |
| AVION WEALTH | - | - | - | -32 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -8 | -100.00% | - | Jun 30, 2024 |
HomeStreet's largest sold out institutional shareholder by shares sold is CONGRESS ASSET MANAGEMENT CO /MA, sold -0.26M shares, valued at -, as of undefined.
HomeStreet Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| CORNERCAP GROUP OF FUNDS /VA/ | 0.14% | 9,802 | - | - | Sep 30, 2022 |
| HENNESSY FUNDS TRUST | 0.11% | 225,000 | 55,000 | 32.35% | Jan 31, 2024 |
| ROYCE VALUE TRUST, INC. | 0.09% | 72,619 | - | - | Mar 31, 2024 |
| Vanguard Montgomery Funds | 0.09% | 20,735 | - | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL FUNDS | 0.07% | 53,408 | - | - | Mar 31, 2024 |
| NUVEEN INVESTMENT TRUST | 0.06% | 32,699 | - | - | Mar 31, 2024 |
| Vericimetry Funds | 0.04% | 3,890 | - | - | Mar 31, 2024 |
| PRUDENTIAL JENNISON BLEND FUND, INC. | 0.03% | 20,488 | - | - | Feb 29, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.03% | 129,937 | - | - | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.02% | 11,588 | - | - | Mar 31, 2024 |
| BNY MELLON INDEX FUNDS, INC. | 0.02% | 24,095 | - | - | Jan 31, 2024 |
| TETON WESTWOOD FUNDS | 0.02% | 12,600 | -13,000 | -50.78% | Dec 29, 2023 |
| Federated Hermes MDT Series | 0.02% | 41,822 | - | - | Jan 31, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.02% | 9,862 | - | - | Mar 31, 2024 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.01% | 156,578 | - | - | Mar 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.01% | 25,000 | - | - | Mar 28, 2024 |
| PFM Multi-Manager Series Trust | 0.01% | 6,720 | 200 | 3.07% | Dec 31, 2023 |
| PUTNAM INVESTMENT FUNDS | 0.01% | 38,200 | - | - | Jan 31, 2024 |
| Voya EQUITY TRUST | 0.01% | 8,000 | - | - | Feb 29, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.01% | 17,300 | - | - | Feb 29, 2024 |
| IndexIQ ETF Trust | 0.01% | 12,048 | - | - | Jan 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 31,841 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 2,935 | - | - | Mar 31, 2024 |
| EXCHANGE TRADED CONCEPTS TRUST | 0.00% | 27,052 | - | - | Feb 29, 2024 |
| SYNTAX ETF TRUST | 0.00% | 150 | - | - | Mar 31, 2024 |
| Nushares ETF Trust | 0.00% | 25,903 | - | - | Jan 31, 2024 |
| FORUM FUNDS II | 0.00% | 3,400 | - | - | Jan 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 140,038 | 28,101 | 25.10% | Jan 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 698 | - | - | Mar 31, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 55,945 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 226,924 | 14,811 | 6.98% | Feb 29, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 829,942 | -240,550 | -22.47% | Mar 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 6,731 | - | - | Mar 31, 2024 |
| TARGET PORTFOLIO TRUST | 0.00% | 26,900 | - | - | Jan 31, 2024 |
| Legg Mason ETF Investment Trust | 0.00% | 2,522 | - | - | Mar 31, 2024 |
| TIMOTHY PLAN | 0.00% | 5,750 | - | - | Mar 31, 2024 |
| FINANCIAL INVESTORS TRUST | 0.00% | 95,269 | 95,269 | - | Jan 31, 2024 |
| JNL VARIABLE FUND LLC | 0.00% | 6,723 | - | - | Mar 31, 2020 |
| Fidelity Commonwealth Trust II | 0.00% | 7,602 | - | - | Aug 31, 2023 |
| PRAXIS MUTUAL FUNDS | 0.00% | 11,670 | - | - | Dec 31, 2023 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 9,353 | - | - | Mar 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. | 0.00% | 8,900 | - | - | Mar 28, 2024 |
| Meeder Funds | 0.00% | 3,976 | - | - | Mar 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 469,507 | 110,335 | 30.72% | Feb 29, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 164,848 | -12,463 | -7.03% | Feb 29, 2024 |
| SHELTON FUNDS | 0.00% | 1,321 | - | - | Feb 29, 2024 |
| VANGUARD TAX-MANAGED FUNDS | 0.00% | 153,194 | - | - | Mar 31, 2024 |
| VICTORY PORTFOLIOS | 0.00% | 22,000 | - | - | Mar 31, 2024 |
| THRIVENT SERIES FUND INC | 0.00% | 66,880 | - | - | Mar 28, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 49,849 | -3,904 | -7.26% | Jan 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 1,583 | - | - | Mar 31, 2024 |
| HC CAPITAL TRUST | 0.00% | 18,862 | - | - | Mar 31, 2024 |
| PUTNAM VARIABLE TRUST | 0.00% | 20,600 | - | - | Mar 31, 2024 |
| Dimensional ETF Trust | 0.00% | 250,983 | 22,624 | 9.91% | Jan 31, 2024 |
| Cambria ETF Trust | 0.00% | 4,968 | - | - | Jan 31, 2024 |
| ALPS ETF Trust | 0.00% | 6,818 | - | - | Feb 29, 2024 |
| THRIVENT MUTUAL FUNDS | 0.00% | 48,304 | - | - | Mar 28, 2024 |
| OPTIMUM FUND TRUST | 0.00% | 22,099 | - | - | Mar 28, 2024 |
| Lattice Strategies Trust | 0.00% | 767 | - | - | Mar 31, 2024 |
| STERLING CAPITAL FUNDS | 0.00% | 9,787 | - | - | Mar 28, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 10,112 | 131 | 1.31% | Mar 31, 2024 |
| VANGUARD HORIZON FUNDS | 0.00% | 10,317 | - | - | Mar 31, 2024 |
| STEWARD FUNDS, INC. | 0.00% | 1,010 | - | - | Jan 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.00% | 12,784 | - | - | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 11,667 | -864 | -6.89% | Mar 31, 2024 |
| Mutual of America Variable Insurance Portfolios, Inc. | 0.00% | 272 | - | - | Sep 30, 2023 |
| UNIFIED SERIES TRUST | 0.00% | 5,800 | - | - | Mar 31, 2024 |
| Guggenheim Variable Funds Trust | 0.00% | 1,434 | - | - | Dec 31, 2023 |
| SunAmerica Specialty Series | 0.00% | 183 | - | - | Apr 30, 2021 |
| Investment Managers Series Trust II | 0.00% | 4,291 | - | - | Jan 31, 2024 |
| BMO FUNDS, INC. | 0.00% | 12,318 | -1,358 | -9.93% | Nov 30, 2021 |
| Thrivent Core Funds | 0.00% | 19,316 | - | - | Jan 31, 2024 |
| JPMORGAN INSURANCE TRUST | 0.00% | 3,500 | - | - | Mar 31, 2023 |
| Catholic Responsible Investments Funds | 0.00% | 9,103 | 125 | 1.39% | Jan 31, 2023 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.00% | 1,406 | - | - | Mar 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 54,878 | 2,248 | 4.27% | Feb 29, 2024 |
| STONE RIDGE TRUST | 0.00% | 5,875 | - | - | Jan 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 4,429 | - | - | Jan 31, 2024 |
| GPS Funds I | 0.00% | 1,221 | - | - | Mar 31, 2024 |
| VANGUARD QUANTITATIVE FUNDS | 0.00% | 1,100 | - | - | Mar 31, 2024 |
| OLD WESTBURY FUNDS INC | 0.00% | 27,510 | - | - | Jan 31, 2024 |
| VALIC Co II | 0.00% | 7,100 | 100 | 1.43% | Feb 28, 2021 |
| PRUDENTIAL SERIES FUND | 0.00% | 15,600 | - | - | Mar 28, 2024 |
| Global X Funds | 0.00% | 8,313 | - | - | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 5,853 | -16,824 | -74.19% | Mar 31, 2024 |
| KP Funds | 0.00% | 8,245 | -684 | -7.66% | Sep 30, 2020 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 0.00% | 103,202 | 8,195 | 8.63% | Mar 31, 2024 |
| Direxion Shares ETF Trust | 0.00% | 27,259 | - | - | Jan 31, 2024 |
| Aspiriant Trust | 0.00% | 1,892 | - | - | Dec 31, 2023 |
| North Square Investments Trust | 0.00% | 1,691 | - | - | Jan 31, 2024 |
| MUTUAL OF AMERICA INVESTMENT CORP | 0.00% | 7,056 | - | - | Mar 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 180,069 | -1,309 | -0.72% | Jan 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 750 | -311 | -29.31% | Mar 31, 2024 |
| DIMENSIONAL INVESTMENT GROUP INC | 0.00% | 2,200 | - | - | Jan 31, 2024 |
| Victory Portfolios II | 0.00% | 6,769 | - | - | Mar 31, 2024 |
| VANGUARD WORLD FUND | 0.00% | 29,735 | 5,462 | 22.50% | Feb 29, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 314 | - | - | Mar 31, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 1,747 | -700 | -28.61% | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 6,574 | -1,400 | -17.56% | Mar 31, 2024 |
| Voya INVESTORS TRUST | 0.00% | 5,400 | - | - | Mar 31, 2024 |
HomeStreet's largest mutual fund holder by % of total assets is "CORNERCAP GROUP OF FUNDS /VA/", owning 9.80K shares, compromising 0.14% of its total assets.
HomeStreet Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 31 | -69.00% |
| 31 Mar, 24 | 100 | -13.79% |
| 31 Dec, 23 | 116 | 5.45% |
| 30 Sep, 23 | 110 | -2.65% |
| 30 Jun, 23 | 113 | -18.71% |
| 31 Mar, 23 | 139 | -9.74% |
| 31 Dec, 22 | 154 | -1.91% |
| 30 Sep, 22 | 157 | -6.55% |
| 30 Jun, 22 | 168 | 1.20% |
| 31 Mar, 22 | 166 | -2.92% |
| 31 Dec, 21 | 171 | 7.55% |
| 30 Sep, 21 | 159 | 2.58% |
| 30 Jun, 21 | 155 | - |
| 31 Mar, 21 | 155 | 4.73% |
| 31 Dec, 20 | 148 | 5.71% |
| 30 Sep, 20 | 140 | 2.94% |
| 30 Jun, 20 | 136 | -2.16% |
| 31 Mar, 20 | 139 | -4.14% |
| 31 Dec, 19 | 145 | 8.21% |
| 30 Sep, 19 | 134 | 2.29% |
| 30 Jun, 19 | 131 | 1.55% |
| 31 Mar, 19 | 129 | 5.74% |
| 31 Dec, 18 | 122 | -2.40% |
| 30 Sep, 18 | 125 | -4.58% |
| 30 Jun, 18 | 131 | -1.50% |
| 31 Mar, 18 | 133 | -5.67% |
| 31 Dec, 17 | 141 | -5.37% |
| 30 Sep, 17 | 149 | 2.05% |
| 30 Jun, 17 | 146 | -9.32% |
| 31 Mar, 17 | 161 | -12.50% |
| 31 Dec, 16 | 184 | 26.90% |
| 30 Sep, 16 | 145 | 16.94% |
| 30 Jun, 16 | 124 | 5.08% |
| 31 Mar, 16 | 118 | 2.61% |
| 31 Dec, 15 | 115 | -1.71% |
| 30 Sep, 15 | 117 | -1.68% |
| 30 Jun, 15 | 119 | 20.20% |
| 31 Mar, 15 | 99 | 33.78% |
| 31 Dec, 14 | 74 | 2.78% |
| 30 Sep, 14 | 72 | -4.00% |
| 30 Jun, 14 | 75 | -7.41% |
| 31 Mar, 14 | 81 | 5.19% |
| 31 Dec, 13 | 77 | -6.10% |
| 30 Sep, 13 | 82 | -7.87% |
| 30 Jun, 13 | 89 | 147.22% |
| 31 Mar, 13 | 36 | 12.50% |
| 31 Dec, 12 | 32 | 60.00% |
| 30 Sep, 12 | 20 | -4.76% |
| 30 Jun, 12 | 21 | 10.53% |
| 31 Mar, 12 | 19 | - |
As of 30 Jun 24, 31 institutions are holding HomeStreet's shares, representing a decrease of -69.00% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 2,406,984 | -82.63% |
| 31 Mar, 24 | 13,856,076 | -1.44% |
| 31 Dec, 23 | 14,058,274 | -0.40% |
| 30 Sep, 23 | 14,114,908 | -1.82% |
| 30 Jun, 23 | 14,375,919 | -7.58% |
| 31 Mar, 23 | 15,554,513 | -2.99% |
| 31 Dec, 22 | 16,033,572 | 1.83% |
| 30 Sep, 22 | 15,744,849 | -3.18% |
| 30 Jun, 22 | 16,261,664 | -1.85% |
| 31 Mar, 22 | 16,568,618 | -4.77% |
| 31 Dec, 21 | 17,398,800 | -0.88% |
| 30 Sep, 21 | 17,554,032 | -2.39% |
| 30 Jun, 21 | 17,983,824 | 0.77% |
| 31 Mar, 21 | 17,846,103 | -0.52% |
| 31 Dec, 20 | 17,938,495 | -2.53% |
| 30 Sep, 20 | 18,403,922 | -4.84% |
| 30 Jun, 20 | 19,339,496 | -2.27% |
| 31 Mar, 20 | 19,789,532 | -3.28% |
| 31 Dec, 19 | 20,460,900 | 1.53% |
| 30 Sep, 19 | 20,152,886 | -7.35% |
| 30 Jun, 19 | 21,750,695 | -1.07% |
| 31 Mar, 19 | 21,985,756 | 0.24% |
| 31 Dec, 18 | 21,933,102 | 2.54% |
| 30 Sep, 18 | 21,390,282 | -2.52% |
| 30 Jun, 18 | 21,943,907 | 1.21% |
| 31 Mar, 18 | 21,681,909 | 1.23% |
| 31 Dec, 17 | 21,417,405 | -6.59% |
| 30 Sep, 17 | 22,929,461 | 1.79% |
| 30 Jun, 17 | 22,526,432 | 1.51% |
| 31 Mar, 17 | 22,190,613 | -3.19% |
| 31 Dec, 16 | 22,921,103 | 22.91% |
| 30 Sep, 16 | 18,648,174 | 3.39% |
| 30 Jun, 16 | 18,036,333 | -0.14% |
| 31 Mar, 16 | 18,062,483 | 8.72% |
| 31 Dec, 15 | 16,614,040 | 3.93% |
| 30 Sep, 15 | 15,985,915 | 8.32% |
| 30 Jun, 15 | 14,758,181 | 1.78% |
| 31 Mar, 15 | 14,499,764 | 45.94% |
| 31 Dec, 14 | 9,935,579 | 4.96% |
| 30 Sep, 14 | 9,465,848 | 0.78% |
| 30 Jun, 14 | 9,392,877 | 0.49% |
| 31 Mar, 14 | 9,347,180 | 0.26% |
| 31 Dec, 13 | 9,322,775 | 0.91% |
| 30 Sep, 13 | 9,238,342 | 2.90% |
| 30 Jun, 13 | 8,978,227 | 119.70% |
| 31 Mar, 13 | 4,086,538 | -2.74% |
| 31 Dec, 12 | 4,201,727 | 70.47% |
| 30 Sep, 12 | 2,464,771 | 22.26% |
| 30 Jun, 12 | 2,015,976 | -16.69% |
| 31 Mar, 12 | 2,419,726 | - |
HomeStreet (HMST) has 2.41M shares outstanding as of 30 Jun 24, down -82.63% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 12.76% | 0.23% |
| 31 Mar, 24 | 73.77% | 1.32% |
| 31 Dec, 23 | 74.75% | 1.32% |
| 30 Sep, 23 | 75.18% | 1.28% |
| 30 Jun, 23 | 76.65% | 1.11% |
| 31 Mar, 23 | 82.93% | 1.16% |
| 31 Dec, 22 | 84.69% | 1.20% |
| 30 Sep, 22 | 84.12% | 1.11% |
| 30 Jun, 22 | 86.93% | 1.21% |
| 31 Mar, 22 | 84.60% | 1.15% |
| 31 Dec, 21 | 85.91% | 1.18% |
| 30 Sep, 21 | 85.16% | 1.17% |
| 30 Jun, 21 | 85.40% | 1.26% |
| 31 Mar, 21 | 82.48% | 1.34% |
| 31 Dec, 20 | 78.45% | 1.19% |
| 30 Sep, 20 | 81.20% | 1.18% |
| 30 Jun, 20 | 82.89% | 1.19% |
| 31 Mar, 20 | 83.54% | 1.30% |
| 31 Dec, 19 | 80.01% | 1.17% |
| 30 Sep, 19 | 82.53% | 1.24% |
| 30 Jun, 19 | 81.71% | 1.23% |
| 31 Mar, 19 | 81.36% | 1.23% |
| 31 Dec, 18 | 81.25% | 1.29% |
| 30 Sep, 18 | 79.27% | 1.20% |
| 30 Jun, 18 | 81.34% | 1.25% |
| 31 Mar, 18 | 80.52% | 1.27% |
| 31 Dec, 17 | 79.66% | 1.09% |
| 30 Sep, 17 | 85.29% | 1.21% |
| 30 Jun, 17 | 83.85% | 1.22% |
| 31 Mar, 17 | 82.73% | 1.01% |
| 31 Dec, 16 | 90.71% | 1.61% |
| 30 Sep, 16 | 75.16% | 1.41% |
| 30 Jun, 16 | 73.00% | 1.25% |
| 31 Mar, 16 | 76.29% | 1.20% |
| 31 Dec, 15 | 79.81% | 1.52% |
| 30 Sep, 15 | 72.55% | 1.62% |
| 30 Jun, 15 | 67.00% | 0.94% |
| 31 Mar, 15 | 84.51% | 1.88% |
| 31 Dec, 14 | 67.08% | 1.64% |
| 30 Sep, 14 | 63.93% | 1.59% |
| 30 Jun, 14 | 63.46% | 1.59% |
| 31 Mar, 14 | 63.22% | 1.51% |
| 31 Dec, 13 | 64.69% | 1.57% |
| 30 Sep, 13 | 64.21% | 1.65% |
| 30 Jun, 13 | 62.45% | 7.71% |
| 31 Mar, 13 | 28.46% | 3.33% |
| 31 Dec, 12 | 29.24% | 2.47% |
| 30 Sep, 12 | 34.39% | 4.30% |
| 30 Jun, 12 | 28.29% | 1.28% |
| 31 Mar, 12 | 47.02% | - |
As of 30 Jun 24, HomeStreet is held by 12.76% institutional shareholders, representing a 0.23% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 9 | -79.07% |
| 31 Mar, 24 | 43 | -40.28% |
| 31 Dec, 23 | 72 | 44.00% |
| 30 Sep, 23 | 50 | -12.28% |
| 30 Jun, 23 | 57 | -25.97% |
| 31 Mar, 23 | 77 | -2.53% |
| 31 Dec, 22 | 79 | 17.91% |
| 30 Sep, 22 | 67 | -2.90% |
| 30 Jun, 22 | 69 | 13.11% |
| 31 Mar, 22 | 61 | -8.96% |
| 31 Dec, 21 | 67 | 4.69% |
| 30 Sep, 21 | 64 | 1.59% |
| 30 Jun, 21 | 63 | -1.56% |
| 31 Mar, 21 | 64 | 3.23% |
| 31 Dec, 20 | 62 | 19.23% |
| 30 Sep, 20 | 52 | -8.77% |
| 30 Jun, 20 | 57 | -17.39% |
| 31 Mar, 20 | 69 | -14.81% |
| 31 Dec, 19 | 81 | 58.82% |
| 30 Sep, 19 | 51 | -23.88% |
| 30 Jun, 19 | 67 | 11.67% |
| 31 Mar, 19 | 60 | 3.45% |
| 31 Dec, 18 | 58 | 3.57% |
| 30 Sep, 18 | 56 | -23.29% |
| 30 Jun, 18 | 73 | 1.39% |
| 31 Mar, 18 | 72 | 2.86% |
| 31 Dec, 17 | 70 | -4.11% |
| 30 Sep, 17 | 73 | -5.19% |
| 30 Jun, 17 | 77 | -13.48% |
| 31 Mar, 17 | 89 | -28.80% |
| 31 Dec, 16 | 125 | 48.81% |
| 30 Sep, 16 | 84 | 25.37% |
| 30 Jun, 16 | 67 | 3.08% |
| 31 Mar, 16 | 65 | 12.07% |
| 31 Dec, 15 | 58 | 5.45% |
| 30 Sep, 15 | 55 | -22.54% |
| 30 Jun, 15 | 71 | -5.33% |
| 31 Mar, 15 | 75 | 97.37% |
| 31 Dec, 14 | 38 | 5.56% |
| 30 Sep, 14 | 36 | 5.88% |
| 30 Jun, 14 | 34 | -15.00% |
| 31 Mar, 14 | 40 | 8.11% |
| 31 Dec, 13 | 37 | -17.78% |
| 30 Sep, 13 | 45 | -39.19% |
| 30 Jun, 13 | 74 | 196.00% |
| 31 Mar, 13 | 25 | -10.71% |
| 31 Dec, 12 | 28 | 86.67% |
| 30 Sep, 12 | 15 | 15.38% |
| 30 Jun, 12 | 13 | -31.58% |
| 31 Mar, 12 | 19 | - |
9 institutional shareholders have increased their position in HMST stock as of 30 Jun 24 compared to 43 in the previous quarter (a -79.07% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 10 | -74.36% |
| 31 Mar, 24 | 39 | 44.44% |
| 31 Dec, 23 | 27 | -35.71% |
| 30 Sep, 23 | 42 | 16.67% |
| 30 Jun, 23 | 36 | -20.00% |
| 31 Mar, 23 | 45 | -8.16% |
| 31 Dec, 22 | 49 | -30.99% |
| 30 Sep, 22 | 71 | -7.79% |
| 30 Jun, 22 | 77 | 2.67% |
| 31 Mar, 22 | 75 | -1.32% |
| 31 Dec, 21 | 76 | 13.43% |
| 30 Sep, 21 | 67 | 9.84% |
| 30 Jun, 21 | 61 | -8.96% |
| 31 Mar, 21 | 67 | 4.69% |
| 31 Dec, 20 | 64 | -3.03% |
| 30 Sep, 20 | 66 | 24.53% |
| 30 Jun, 20 | 53 | 1.92% |
| 31 Mar, 20 | 52 | 15.56% |
| 31 Dec, 19 | 45 | -18.18% |
| 30 Sep, 19 | 55 | 57.14% |
| 30 Jun, 19 | 35 | -25.53% |
| 31 Mar, 19 | 47 | 23.68% |
| 31 Dec, 18 | 38 | -13.64% |
| 30 Sep, 18 | 44 | 18.92% |
| 30 Jun, 18 | 37 | -2.63% |
| 31 Mar, 18 | 38 | -24.00% |
| 31 Dec, 17 | 50 | 4.17% |
| 30 Sep, 17 | 48 | 9.09% |
| 30 Jun, 17 | 44 | -12.00% |
| 31 Mar, 17 | 50 | 28.21% |
| 31 Dec, 16 | 39 | 18.18% |
| 30 Sep, 16 | 33 | 13.79% |
| 30 Jun, 16 | 29 | 7.41% |
| 31 Mar, 16 | 27 | 3.85% |
| 31 Dec, 15 | 26 | -31.58% |
| 30 Sep, 15 | 38 | 8.57% |
| 30 Jun, 15 | 35 | 337.50% |
| 31 Mar, 15 | 8 | -63.64% |
| 31 Dec, 14 | 22 | 22.22% |
| 30 Sep, 14 | 18 | -35.71% |
| 30 Jun, 14 | 28 | -3.45% |
| 31 Mar, 14 | 29 | 16.00% |
| 31 Dec, 13 | 25 | 8.70% |
| 30 Sep, 13 | 23 | 228.57% |
| 30 Jun, 13 | 7 | -12.50% |
| 31 Mar, 13 | 8 | 166.67% |
| 31 Dec, 12 | 3 | -25.00% |
| 30 Sep, 12 | 4 | -20.00% |
| 30 Jun, 12 | 5 | - |
| 31 Mar, 12 | - | - |
10 institutional shareholders have reduced their position in HMST stock as of 30 Jun 24 compared to 39 in the previous quarter (a -74.36% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 31 | -69.00% | 2,406,984 | -82.63% | 12.76% | 0.23% | 9 | -79.07% | 10 | -74.36% |
| 31 Mar, 24 | 100 | -13.79% | 13,856,076 | -1.44% | 73.77% | 1.32% | 43 | -40.28% | 39 | 44.44% |
| 31 Dec, 23 | 116 | 5.45% | 14,058,274 | -0.40% | 74.75% | 1.32% | 72 | 44.00% | 27 | -35.71% |
| 30 Sep, 23 | 110 | -2.65% | 14,114,908 | -1.82% | 75.18% | 1.28% | 50 | -12.28% | 42 | 16.67% |
| 30 Jun, 23 | 113 | -18.71% | 14,375,919 | -7.58% | 76.65% | 1.11% | 57 | -25.97% | 36 | -20.00% |
| 31 Mar, 23 | 139 | -9.74% | 15,554,513 | -2.99% | 82.93% | 1.16% | 77 | -2.53% | 45 | -8.16% |
| 31 Dec, 22 | 154 | -1.91% | 16,033,572 | 1.83% | 84.69% | 1.20% | 79 | 17.91% | 49 | -30.99% |
| 30 Sep, 22 | 157 | -6.55% | 15,744,849 | -3.18% | 84.12% | 1.11% | 67 | -2.90% | 71 | -7.79% |
| 30 Jun, 22 | 168 | 1.20% | 16,261,664 | -1.85% | 86.93% | 1.21% | 69 | 13.11% | 77 | 2.67% |
| 31 Mar, 22 | 166 | -2.92% | 16,568,618 | -4.77% | 84.60% | 1.15% | 61 | -8.96% | 75 | -1.32% |
| 31 Dec, 21 | 171 | 7.55% | 17,398,800 | -0.88% | 85.91% | 1.18% | 67 | 4.69% | 76 | 13.43% |
| 30 Sep, 21 | 159 | 2.58% | 17,554,032 | -2.39% | 85.16% | 1.17% | 64 | 1.59% | 67 | 9.84% |
| 30 Jun, 21 | 155 | - | 17,983,824 | 0.77% | 85.40% | 1.26% | 63 | -1.56% | 61 | -8.96% |
| 31 Mar, 21 | 155 | 4.73% | 17,846,103 | -0.52% | 82.48% | 1.34% | 64 | 3.23% | 67 | 4.69% |
| 31 Dec, 20 | 148 | 5.71% | 17,938,495 | -2.53% | 78.45% | 1.19% | 62 | 19.23% | 64 | -3.03% |
| 30 Sep, 20 | 140 | 2.94% | 18,403,922 | -4.84% | 81.20% | 1.18% | 52 | -8.77% | 66 | 24.53% |
| 30 Jun, 20 | 136 | -2.16% | 19,339,496 | -2.27% | 82.89% | 1.19% | 57 | -17.39% | 53 | 1.92% |
| 31 Mar, 20 | 139 | -4.14% | 19,789,532 | -3.28% | 83.54% | 1.30% | 69 | -14.81% | 52 | 15.56% |
| 31 Dec, 19 | 145 | 8.21% | 20,460,900 | 1.53% | 80.01% | 1.17% | 81 | 58.82% | 45 | -18.18% |
| 30 Sep, 19 | 134 | 2.29% | 20,152,886 | -7.35% | 82.53% | 1.24% | 51 | -23.88% | 55 | 57.14% |
| 30 Jun, 19 | 131 | 1.55% | 21,750,695 | -1.07% | 81.71% | 1.23% | 67 | 11.67% | 35 | -25.53% |
| 31 Mar, 19 | 129 | 5.74% | 21,985,756 | 0.24% | 81.36% | 1.23% | 60 | 3.45% | 47 | 23.68% |
| 31 Dec, 18 | 122 | -2.40% | 21,933,102 | 2.54% | 81.25% | 1.29% | 58 | 3.57% | 38 | -13.64% |
| 30 Sep, 18 | 125 | -4.58% | 21,390,282 | -2.52% | 79.27% | 1.20% | 56 | -23.29% | 44 | 18.92% |
| 30 Jun, 18 | 131 | -1.50% | 21,943,907 | 1.21% | 81.34% | 1.25% | 73 | 1.39% | 37 | -2.63% |
| 31 Mar, 18 | 133 | -5.67% | 21,681,909 | 1.23% | 80.52% | 1.27% | 72 | 2.86% | 38 | -24.00% |
| 31 Dec, 17 | 141 | -5.37% | 21,417,405 | -6.59% | 79.66% | 1.09% | 70 | -4.11% | 50 | 4.17% |
| 30 Sep, 17 | 149 | 2.05% | 22,929,461 | 1.79% | 85.29% | 1.21% | 73 | -5.19% | 48 | 9.09% |
| 30 Jun, 17 | 146 | -9.32% | 22,526,432 | 1.51% | 83.85% | 1.22% | 77 | -13.48% | 44 | -12.00% |
| 31 Mar, 17 | 161 | -12.50% | 22,190,613 | -3.19% | 82.73% | 1.01% | 89 | -28.80% | 50 | 28.21% |
| 31 Dec, 16 | 184 | 26.90% | 22,921,103 | 22.91% | 90.71% | 1.61% | 125 | 48.81% | 39 | 18.18% |
| 30 Sep, 16 | 145 | 16.94% | 18,648,174 | 3.39% | 75.16% | 1.41% | 84 | 25.37% | 33 | 13.79% |
| 30 Jun, 16 | 124 | 5.08% | 18,036,333 | -0.14% | 73.00% | 1.25% | 67 | 3.08% | 29 | 7.41% |
| 31 Mar, 16 | 118 | 2.61% | 18,062,483 | 8.72% | 76.29% | 1.20% | 65 | 12.07% | 27 | 3.85% |
| 31 Dec, 15 | 115 | -1.71% | 16,614,040 | 3.93% | 79.81% | 1.52% | 58 | 5.45% | 26 | -31.58% |
| 30 Sep, 15 | 117 | -1.68% | 15,985,915 | 8.32% | 72.55% | 1.62% | 55 | -22.54% | 38 | 8.57% |
| 30 Jun, 15 | 119 | 20.20% | 14,758,181 | 1.78% | 67.00% | 0.94% | 71 | -5.33% | 35 | 337.50% |
| 31 Mar, 15 | 99 | 33.78% | 14,499,764 | 45.94% | 84.51% | 1.88% | 75 | 97.37% | 8 | -63.64% |
| 31 Dec, 14 | 74 | 2.78% | 9,935,579 | 4.96% | 67.08% | 1.64% | 38 | 5.56% | 22 | 22.22% |
| 30 Sep, 14 | 72 | -4.00% | 9,465,848 | 0.78% | 63.93% | 1.59% | 36 | 5.88% | 18 | -35.71% |
| 30 Jun, 14 | 75 | -7.41% | 9,392,877 | 0.49% | 63.46% | 1.59% | 34 | -15.00% | 28 | -3.45% |
| 31 Mar, 14 | 81 | 5.19% | 9,347,180 | 0.26% | 63.22% | 1.51% | 40 | 8.11% | 29 | 16.00% |
| 31 Dec, 13 | 77 | -6.10% | 9,322,775 | 0.91% | 64.69% | 1.57% | 37 | -17.78% | 25 | 8.70% |
| 30 Sep, 13 | 82 | -7.87% | 9,238,342 | 2.90% | 64.21% | 1.65% | 45 | -39.19% | 23 | 228.57% |
| 30 Jun, 13 | 89 | 147.22% | 8,978,227 | 119.70% | 62.45% | 7.71% | 74 | 196.00% | 7 | -12.50% |
| 31 Mar, 13 | 36 | 12.50% | 4,086,538 | -2.74% | 28.46% | 3.33% | 25 | -10.71% | 8 | 166.67% |
| 31 Dec, 12 | 32 | 60.00% | 4,201,727 | 70.47% | 29.24% | 2.47% | 28 | 86.67% | 3 | -25.00% |
| 30 Sep, 12 | 20 | -4.76% | 2,464,771 | 22.26% | 34.39% | 4.30% | 15 | 15.38% | 4 | -20.00% |
| 30 Jun, 12 | 21 | 10.53% | 2,015,976 | -16.69% | 28.29% | 1.28% | 13 | -31.58% | 5 | - |
| 31 Mar, 12 | 19 | - | 2,419,726 | - | 47.02% | - | 19 | - | - | - |
HomeStreet Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of HomeStreet's stock was made by MICHEL JOHN on Jan 04 2024, selling 1,699 shares at - per share (valued at -). The last insider buy of HMST was made by Harrell Joanne R on Mar 18 2024, buying 1,684 shares at $14.87 per share (worth $25.05K).
HomeStreet Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q4 2023 | 7 | - | - |
| Q3 2023 | 11 | 2 | 550.00% |
| Q2 2023 | 24 | 3 | 800.00% |
| Q1 2023 | 50 | 50 | 100.00% |
| Q4 2022 | 15 | 2 | 750.00% |
| Q3 2022 | 10 | - | - |
| Q2 2022 | 19 | 1 | 1900.00% |
| Q1 2022 | 45 | 52 | 86.54% |
| Q4 2021 | 14 | 3 | 466.67% |
| Q3 2021 | 16 | 2 | 800.00% |
| Q2 2021 | 13 | 3 | 433.33% |
| Q1 2021 | 57 | 51 | 111.76% |
| Q4 2020 | 19 | 3 | 633.33% |
| Q3 2020 | 16 | - | - |
| Q2 2020 | 20 | 8 | 250.00% |
| Q1 2020 | 66 | 59 | 111.86% |
| Q4 2019 | 11 | 5 | 220.00% |
| Q3 2019 | 19 | 2 | 950.00% |
| Q2 2019 | 15 | 5 | 300.00% |
| Q1 2019 | 62 | 73 | 84.93% |
7 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by HomeStreet's insiders, as of Q4 2023.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q4 2023 | - | - | - |
| Q3 2023 | - | - | - |
| Q2 2023 | 11 | - | - |
| Q1 2023 | - | - | - |
| Q4 2022 | 2 | - | - |
| Q3 2022 | - | - | - |
| Q2 2022 | 6 | - | - |
| Q1 2022 | - | 1 | - |
| Q4 2021 | - | - | - |
| Q3 2021 | 3 | - | - |
| Q2 2021 | 1 | - | - |
| Q1 2021 | 3 | 3 | 100.00% |
| Q4 2020 | 7 | - | - |
| Q3 2020 | 6 | - | - |
| Q2 2020 | 6 | 2 | 300.00% |
| Q1 2020 | 13 | - | - |
| Q4 2019 | - | 1 | - |
| Q3 2019 | 1 | - | - |
| Q2 2019 | 3 | - | - |
| Q1 2019 | - | - | - |
As of Q4 2023, Insider owners conducted 0 open market buy trades and 0 open market sell trades of HomeStreet's stocks.
HMST Ownership FAQ
Who Owns HomeStreet?
HomeStreet is owned by institutional shareholders (12.76%), insiders (5.08%), and public (82.16%). The largest institutional shareholder of HomeStreet is PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC (7.92% of total shares) and the top mutual fund owner is CORNERCAP GROUP OF FUNDS /VA/ (0.14% of total shares).
Who are the major institutional shareholders of HomeStreet?
HomeStreet's major institutional shareholders are PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC, BLACKROCK INC., MALTESE CAPITAL MANAGEMENT LLC, VANGUARD GROUP INC, and MORGAN STANLEY. The top five shareholders own together 30.07% of the company's share outstanding.
How many HomeStreet shareholders are there?
As of Jun 2024, there are 31 institutional shareholders of HomeStreet.
What percentage of HomeStreet is owned by PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC?
PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC owns 1.49M shares of HomeStreet, representing 7.92% of the company's total shares outstanding, valued at $17.03M (as of Jun 2024).
What percentage of HomeStreet is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 1.31M shares of HomeStreet (HMST), compromising 6.94% of the company, valued at $14.92M.
What percentage of HomeStreet is owned by MALTESE CAPITAL MANAGEMENT LLC?
MALTESE CAPITAL MANAGEMENT LLC is the third largest holder of HomeStreet. The company owns 1.01M of the company's shares outstanding (worth $11.52M).