Premier Financial Ownership 2024 | Who Owns Premier Financial Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

67.03%

Insider Ownership

2.09%

Retail Ownership

30.89%

Institutional Holders

173.00

Premier Financial Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.12.37%0.00%4,411,88636,0780.82%90,267,180Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP6.29%0.01%2,242,511-34,192-1.50%45,880,532Jun 30, 2024
VANGUARD GROUP INC5.43%0.00%1,935,173-48,535-2.45%39,593,639Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC3.69%0.01%1,316,451-23,846-1.78%26,934,587Jun 30, 2024
ALLIANCEBERNSTEIN L.P.3.55%0.01%1,265,611-189,928-13.05%25,894,401Jun 30, 2024
STATE STREET CORP2.86%0.00%1,019,6956,9620.69%20,862,960,000Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.40%0.00%855,84532,0543.89%17,514,172Jun 30, 2024
MANUFACTURERS LIFE INSURANCE COMPANY, THE2.11%0.01%752,088-43,281-5.44%15,387,720Jun 30, 2024
AMERICAN CENTURY COMPANIES INC1.84%0.01%656,177100,19818.02%13,425,381Jun 30, 2024
JPMORGAN CHASE & CO1.69%0.00%603,698-19,192-3.08%12,351,662Jun 30, 2024
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC1.28%0.03%455,13026,5006.18%9,311,960Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC1.08%0.01%385,820-16,400-4.08%7,893,877Jun 30, 2024
NORTHERN TRUST CORP1.04%0.00%372,270-10,736-2.80%7,616,644,000Jun 30, 2024
GOLDMAN SACHS GROUP INC1.04%0.00%370,465161,15476.99%7,579,714Jun 30, 2024
POLARIS CAPITAL MANAGEMENT, LLC0.96%0.38%343,9831,1000.32%7,037,892Jun 30, 2024
PROSHARE ADVISORS LLC0.93%0.02%330,666-60,301-15.42%6,765,427Jun 30, 2024
AQR CAPITAL MANAGEMENT LLC0.92%0.01%326,667129,91366.03%6,683,599Jun 30, 2024
BANK OF NEW YORK MELLON CORP0.83%0.00%297,322-3,155-1.05%6,083,208Jun 30, 2024
LSV ASSET MANAGEMENT0.76%0.01%272,377-1,800-0.66%5,573,000Jun 30, 2024
MORGAN STANLEY0.76%0.00%270,48824,4529.94%5,534,219Jun 30, 2024

Premier Financial's largest institutional shareholder is BLACKROCK INC., holding 12.37% of the company's total share outstanding, currently valued at $90.27M. The top 10 institutional shareholders own together 42.23% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ELIZABETH PARK CAPITAL ADVISORS, LTD.0.52%3.30%186,564-12,169-6.12%3,817,099Jun 30, 2024
EJF CAPITAL LLC0.38%2.03%133,987-24,646-15.54%2,741,374Jun 30, 2024
QSV EQUITY INVESTORS LLC0.18%1.39%65,06614,13027.74%1,331,253Jun 30, 2024
SIENA CAPITAL PARTNERS GP, LLC0.47%1.14%169,40053,00045.53%3,465,924Jun 30, 2024
SALZHAUER MICHAEL0.12%0.67%42,373--866,952Jun 30, 2024
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV0.11%0.41%40,864--836,077Jun 30, 2024
POLARIS CAPITAL MANAGEMENT, LLC0.96%0.38%343,9831,1000.32%7,037,892Jun 30, 2024
DENALI ADVISORS LLC0.13%0.26%46,60013,60041.21%953,436Jun 30, 2024
FOUNDRY PARTNERS, LLC0.53%0.21%188,43514,2508.18%3,855,380Jun 30, 2024
SJS INVESTMENT CONSULTING INC.0.09%0.13%33,0751210.37%676,709Jun 30, 2024
EMC CAPITAL MANAGEMENT0.02%0.10%8,392--172,000Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.54%0.09%194,06120,03011.51%3,970,488Jun 30, 2024
SEGALL BRYANT & HAMILL, LLC0.65%0.08%231,649231,649100.00%4,739,539Jun 30, 2024
CORNERCAP INVESTMENT COUNSEL INC0.06%0.08%22,747-210-0.91%465,404Jun 30, 2024
VENTURE VISIONARY PARTNERS LLC0.19%0.06%67,276-3,097-4.40%1,376,480Jun 30, 2024
ALGERT GLOBAL LLC0.25%0.06%90,885-8,769-8.80%1,860,000Jun 30, 2024
FARMERS TRUST CO0.03%0.05%11,633-300-2.51%238,011Jun 30, 2024
VERSOR INVESTMENTS LP0.03%0.04%10,724-12,100-53.01%219,413Jun 30, 2024
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC1.28%0.03%455,13026,5006.18%9,311,960Jun 30, 2024
QUEST PARTNERS LLC0.03%0.03%11,6918,280242.74%239,198Jun 30, 2024

The largest Premier Financial shareholder by % of total assets is ELIZABETH PARK CAPITAL ADVISORS, LTD.. The company owns 186.56K shares of Premier Financial (PFC), representing 3.30% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SEGALL BRYANT & HAMILL, LLC0.65%0.08%231,649231,649100.00%4,739,539Jun 30, 2024
GOLDMAN SACHS GROUP INC1.04%0.00%370,465161,15476.99%7,579,714Jun 30, 2024
ROYCE & ASSOCIATES LP0.43%0.03%154,376154,376100.00%3,158,533Jun 30, 2024
AQR CAPITAL MANAGEMENT LLC0.92%0.01%326,667129,91366.03%6,683,599Jun 30, 2024
AMERICAN CENTURY COMPANIES INC1.84%0.01%656,177100,19818.02%13,425,381Jun 30, 2024
ASSENAGON ASSET MANAGEMENT S.A.0.59%0.01%211,45680,21761.12%4,326,390Jun 30, 2024
SIENA CAPITAL PARTNERS GP, LLC0.47%1.14%169,40053,00045.53%3,465,924Jun 30, 2024
BLACKROCK INC.12.37%0.00%4,411,88636,0780.82%90,267,180Jun 30, 2024
MARTINGALE ASSET MANAGEMENT L P0.10%0.02%36,03136,031100.00%737,195Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.40%0.00%855,84532,0543.89%17,514,172Jun 30, 2024
EMPOWERED FUNDS, LLC0.23%0.03%83,76130,03055.89%1,713,750Jun 30, 2024
BOSTON PARTNERS0.15%0.00%52,76329,993131.72%1,079,530Jun 30, 2024
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC1.28%0.03%455,13026,5006.18%9,311,960Jun 30, 2024
MORGAN STANLEY0.76%0.00%270,48824,4529.94%5,534,219Jun 30, 2024
TWO SIGMA INVESTMENTS, LP0.15%0.00%54,02622,22869.90%1,105,372Jun 30, 2024
D. E. SHAW & CO., INC.0.06%0.00%20,92120,921100.00%428,044Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.54%0.09%194,06120,03011.51%3,970,488Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.05%0.00%19,01619,016100.00%389,067Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP0.05%0.00%18,49218,492100.00%378,000Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.05%0.00%17,89717,897100.00%366,173Jun 30, 2024

As of Jun 30 2024, Premier Financial's largest institutional buyer is SEGALL BRYANT & HAMILL, LLC. The company purchased 231.65K stocks of PFC, valued at $4.74M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
FJ CAPITAL MANAGEMENT LLC----408,947-100.00%-Jun 30, 2024
ALLIANCEBERNSTEIN L.P.3.55%0.01%1,265,611-189,928-13.05%25,894,401Jun 30, 2024
PROSHARE ADVISORS LLC0.93%0.02%330,666-60,301-15.42%6,765,427Jun 30, 2024
VANGUARD GROUP INC5.43%0.00%1,935,173-48,535-2.45%39,593,639Jun 30, 2024
STATE OF NEW JERSEY COMMON PENSION FUND D0.27%0.01%97,742-46,795-32.38%1,999,801Jun 30, 2024
MANUFACTURERS LIFE INSURANCE COMPANY, THE2.11%0.01%752,088-43,281-5.44%15,387,720Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP6.29%0.01%2,242,511-34,192-1.50%45,880,532Jun 30, 2024
EJF CAPITAL LLC0.38%2.03%133,987-24,646-15.54%2,741,374Jun 30, 2024
INVESCO LTD.0.31%0.00%111,975-24,354-17.86%2,291,009Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC3.69%0.01%1,316,451-23,846-1.78%26,934,587Jun 30, 2024
BARCLAYS PLC0.14%0.00%50,549-22,513-30.81%1,034,000Jun 30, 2024
JPMORGAN CHASE & CO1.69%0.00%603,698-19,192-3.08%12,351,662Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----17,436-100.00%-Jun 30, 2024
UBS GROUP AG0.16%0.00%58,441-17,293-22.83%1,195,703Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC----17,174-100.00%-Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC1.08%0.01%385,820-16,400-4.08%7,893,877Jun 30, 2024
JUMP FINANCIAL, LLC----16,365-100.00%-Jun 30, 2024
CM WEALTH ADVISORS LLC----14,700-100.00%-Jun 30, 2024
STATE OF TENNESSEE, TREASURY DEPARTMENT----13,092-100.00%-Jun 30, 2024
ELIZABETH PARK CAPITAL ADVISORS, LTD.0.52%3.30%186,564-12,169-6.12%3,817,099Jun 30, 2024

As of Jun 30 2024, Premier Financial's biggest institutional seller is FJ CAPITAL MANAGEMENT LLC. The company sold -0.41M shares of PFC, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SEGALL BRYANT & HAMILL, LLC0.65%0.08%231,649231,649100.00%4,739,539Jun 30, 2024
ROYCE & ASSOCIATES LP0.43%0.03%154,376154,376100.00%3,158,533Jun 30, 2024
MARTINGALE ASSET MANAGEMENT L P0.10%0.02%36,03136,031100.00%737,195Jun 30, 2024
D. E. SHAW & CO., INC.0.06%0.00%20,92120,921100.00%428,044Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.05%0.00%19,01619,016100.00%389,067Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP0.05%0.00%18,49218,492100.00%378,000Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.05%0.00%17,89717,897100.00%366,173Jun 30, 2024
LPL FINANCIAL LLC0.04%0.00%15,69315,693100.00%321,075Jun 30, 2024
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC0.03%0.01%10,72710,727100.00%219,474Jun 30, 2024
MAGNETAR FINANCIAL LLC0.03%0.00%10,37110,371100.00%212,191Jun 30, 2024
VERITION FUND MANAGEMENT LLC0.03%0.00%10,29210,292100.00%210,574Jun 30, 2024
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC0.01%0.00%4,0884,088100.00%83,640Jun 30, 2024
INNEALTA CAPITAL, LLC0.01%0.01%1,7831,783100.00%36,481Jun 30, 2024
QUARRY LP0.00%0.00%553553100.00%11,314Jun 30, 2024
CULLEN/FROST BANKERS, INC.0.00%0.00%175175100.00%3,590Jun 30, 2024
SMARTLEAF ASSET MANAGEMENT LLC0.00%0.00%6161100.00%1,212Jun 30, 2024
SRS CAPITAL ADVISORS, INC.0.00%0.00%5555100.00%1,126Jun 30, 2024
ABICH FINANCIAL WEALTH MANAGEMENT LLC0.00%0.00%3737100.00%757Jun 30, 2024
BRUCE G. ALLEN INVESTMENTS, LLC-0.00%99100.00%184Jun 30, 2024

Premier Financial's largest new institutional shareholder by number of shares is SEGALL BRYANT & HAMILL, LLC, purchased 231.65K shares, valued at $4.74M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
FJ CAPITAL MANAGEMENT LLC----408,947-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----17,436-100.00%-Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC----17,174-100.00%-Jun 30, 2024
JUMP FINANCIAL, LLC----16,365-100.00%-Jun 30, 2024
CM WEALTH ADVISORS LLC----14,700-100.00%-Jun 30, 2024
STATE OF TENNESSEE, TREASURY DEPARTMENT----13,092-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----1,958-100.00%-Jun 30, 2024
POINT72 (DIFC) LTD----1,798-100.00%-Jun 30, 2024
FIDELIS CAPITAL PARTNERS, LLC----1,481-100.00%-Jun 30, 2024
POINT72 ASIA (SINGAPORE) PTE. LTD.----557-100.00%-Jun 30, 2024
FERNWOOD INVESTMENT MANAGEMENT, LLC----411-100.00%-Jun 30, 2024
BENJAMIN F. EDWARDS & COMPANY, INC.----154-100.00%-Jun 30, 2024
SIMPLEX TRADING, LLC----105-100.00%-Jun 30, 2024

Premier Financial's largest sold out institutional shareholder by shares sold is FJ CAPITAL MANAGEMENT LLC, sold -0.41M shares, valued at -, as of undefined.

Premier Financial Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
JOHN HANCOCK INVESTMENT TRUST II0.96%405,358-25,197-5.85%Jan 31, 2024
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND0.25%333,084--Mar 31, 2024
CORNERCAP GROUP OF FUNDS /VA/0.19%13,776--Sep 30, 2022
STATE STREET INSTITUTIONAL FUNDS0.06%48,538--Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II0.06%1,490,804--Mar 31, 2024
Vericimetry Funds0.06%5,144--Mar 31, 2024
Zacks Trust0.06%5,0195,019-Feb 29, 2024
VANGUARD VALLEY FORGE FUNDS0.05%27,886--Mar 31, 2024
BRIDGEWAY FUNDS INC0.05%120,30025,00026.23%Mar 28, 2024
FRANKLIN VALUE INVESTORS TRUST0.05%173,13518,37011.87%Jan 31, 2024
SARATOGA ADVANTAGE TRUST0.05%2,8232,823-Feb 29, 2024
Federated Hermes MDT Series0.03%63,543--Jan 31, 2024
FORUM FUNDS0.02%46,600--Mar 31, 2024
PUTNAM INVESTMENT FUNDS0.02%94,337--Jan 31, 2024
QUANTITATIVE MASTER SERIES LLC0.01%63,510--Mar 31, 2024
HOTCHKIS & WILEY FUNDS /DE/0.01%123,36031,40034.15%Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.01%5,415--Mar 31, 2024
Bernstein Fund Inc0.01%75,950--Mar 31, 2024
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.01%19,59910,467114.62%Mar 31, 2024
CULLEN FUNDS TRUST0.01%19,8241,1406.10%Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.01%31,662--Jan 31, 2024
AB CAP FUND, INC.0.01%277,239-93,510-25.22%Feb 29, 2024
BlackRock Advantage SMID Cap Fund, Inc.0.01%1,376--Mar 28, 2024
IndexIQ ETF Trust0.01%15,697-1,093-6.51%Jan 31, 2024
FORUM FUNDS II0.01%6,635--Jan 31, 2024
World Funds Trust0.01%77,268--Jan 31, 2024
SSGA FUNDS0.01%2,547--Feb 29, 2024
OBERWEIS FUNDS0.01%5,800--Mar 31, 2024
FIDELITY COMMONWEALTH TRUST0.01%17,5542791.62%Feb 29, 2024
Nushares ETF Trust0.01%39,092--Jan 31, 2024
SCHWAB CAPITAL TRUST0.00%194,93716,4299.20%Jan 31, 2024
AMERICAN CENTURY CAPITAL PORTFOLIOS INC0.00%95,385--Mar 31, 2024
AMERICAN CENTURY ETF TRUST0.00%493,092125,43434.12%Feb 29, 2024
BNY Mellon Strategic Funds, Inc.0.00%9,7003,90067.24%Feb 29, 2024
VANGUARD INDEX FUNDS0.00%1,631,057-538,878-24.83%Mar 31, 2024
Legg Mason ETF Investment Trust0.00%6,7384,105155.91%Mar 31, 2024
Brown Advisory Funds0.00%100,214--Mar 31, 2024
Victory Portfolios II0.00%131,471--Mar 31, 2024
ADVISORS' INNER CIRCLE FUND0.00%59,4007,60314.68%Jan 31, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS 120.00%6,900--Jan 31, 2024
TARGET PORTFOLIO TRUST0.00%45,382--Jan 31, 2024
TIAA SEPARATE ACCOUNT VA 10.00%446--Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND0.00%17,522-968-5.24%Mar 31, 2024
Fidelity Commonwealth Trust II0.00%11,144--Aug 31, 2023
FIDELITY CONCORD STREET TRUST0.00%336,5464,5661.38%Feb 29, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%1,660,371227,69515.89%Jan 31, 2024
SCHWAB STRATEGIC TRUST0.00%881,85634,7624.10%Feb 29, 2024
DIMENSIONAL INVESTMENT GROUP INC0.00%21,760--Jan 31, 2024
PROSHARES TRUST0.00%355,439-57,174-13.86%Feb 29, 2024
Krane Shares Trust0.00%24,564--Dec 31, 2023
ALPS ETF Trust0.00%16,620-1,178-6.62%Feb 29, 2024
Calvert Variable Products, Inc.0.00%3,489--Mar 31, 2024
TIMOTHY PLAN0.00%5,825--Mar 31, 2024
Dimensional ETF Trust0.00%544,00415,7762.99%Jan 31, 2024
Lattice Strategies Trust0.00%1,8401,652878.72%Mar 31, 2024
Principal Exchange-Traded Funds0.00%14,4874,25541.59%Mar 31, 2024
PUTNAM VARIABLE TRUST0.00%39,646--Mar 31, 2024
VICTORY PORTFOLIOS0.00%26,600-3,000-10.14%Mar 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%22,950-1,729-7.01%Mar 31, 2024
STERLING CAPITAL FUNDS0.00%15,170--Mar 28, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%57,1782,4844.54%Jan 31, 2024
VANGUARD HORIZON FUNDS0.00%15,843--Mar 31, 2024
VIRTUS ALTERNATIVE SOLUTIONS TRUST0.00%12,642--Jan 31, 2024
NEXPOINT FUNDS I0.00%2,500--Dec 31, 2023
SunAmerica Specialty Series0.00%305--Apr 30, 2021
FIDELITY COVINGTON TRUST0.00%9,4085185.83%Jan 31, 2024
Managed Portfolio Series0.00%10,782570.53%Mar 31, 2024
GOLDMAN SACHS VARIABLE INSURANCE TRUST0.00%1,989--Mar 31, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS, INC.0.00%4,000--Mar 28, 2024
Voya VARIABLE PORTFOLIOS INC0.00%12,708-2,934-18.76%Mar 31, 2024
VALIC Co II0.00%13,3201000.76%Feb 28, 2021
MASTER INVESTMENT PORTFOLIO0.00%33,9136,95925.82%Mar 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%1,715--Mar 31, 2024
Global X Funds0.00%15,476--Jan 31, 2024
THRIVENT SERIES FUND INC0.00%37,2465,06115.72%Mar 28, 2024
Forethought Variable Insurance Trust0.00%1,420--Mar 28, 2024
NORTHERN FUNDS0.00%47,071-7,813-14.24%Mar 28, 2024
OLD WESTBURY FUNDS INC0.00%41,951--Jan 31, 2024
PUTNAM ASSET ALLOCATION FUNDS0.00%10,118-159-1.55%Mar 31, 2024
EMPOWER FUNDS, INC.0.00%298,719--Mar 31, 2024
SA FUNDS INVESTMENT TRUST0.00%4,193--Mar 31, 2024
RBC FUNDS TRUST0.00%30,464-4,500-12.87%Mar 28, 2024
JPMorgan Trust I0.00%299,047--Jan 31, 2024
VANGUARD WORLD FUND0.00%55,024-2,288-3.99%Feb 29, 2024
Invesco Exchange-Traded Self-Indexed Fund Trust0.00%49,0559321.94%Feb 29, 2024
TIAA-CREF LIFE FUNDS0.00%586--Mar 31, 2024
THRIVENT MUTUAL FUNDS0.00%18,796-2,102-10.06%Jan 31, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%12,3978006.90%Mar 31, 2024
ALLSPRING MASTER TRUST0.00%12,026--Feb 29, 2024
Direxion Shares ETF Trust0.00%27,6783,10012.61%Jan 31, 2024
VARIABLE INSURANCE PRODUCTS FUND II0.00%2,0421276.63%Mar 31, 2024
VALIC Co I0.00%48,6172,7485.99%Feb 29, 2024
NORTHERN LIGHTS FUND TRUST II0.00%1,736--Mar 31, 2024
DFA INVESTMENT TRUST CO0.00%21,760--Jan 31, 2024
COLLEGE RETIREMENT EQUITIES FUND0.00%158,218-143,420-47.55%Mar 31, 2024
FLEXSHARES TRUST0.00%11,288-1,292-10.27%Jan 31, 2024
MML SERIES INVESTMENT FUND0.00%1,306--Dec 31, 2023
GPS Funds I0.00%738--Mar 31, 2024
RUSSELL INVESTMENT CO0.00%39,7529,37530.86%Jan 31, 2024
JPMORGAN TRUST II0.00%104,245--Feb 29, 2024

Premier Financial's largest mutual fund holder by % of total assets is "JOHN HANCOCK INVESTMENT TRUST II", owning 405.36K shares, compromising 0.96% of its total assets.

Premier Financial Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 241733.59%
31 Mar, 241670.60%
31 Dec, 231660.61%
30 Sep, 2316512.24%
30 Jun, 23147-1.34%
31 Mar, 231492.05%
31 Dec, 221465.80%
30 Sep, 221382.99%
30 Jun, 22134-10.07%
31 Mar, 221492.76%
31 Dec, 211453.57%
30 Sep, 211404.48%
30 Jun, 211342.29%
31 Mar, 211316.50%
31 Dec, 201234.24%
30 Sep, 20118-
30 Jun, 2011811700.00%
31 Mar, 201-
31 Dec, 191-
30 Sep, 191-
30 Jun, 191-
31 Mar, 191-
31 Dec, 181-

As of 30 Jun 24, 173 institutions are holding Premier Financial's shares, representing an increase of 3.59% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 2423,903,9931.30%
31 Mar, 2423,597,8750.07%
31 Dec, 2323,581,8961.98%
30 Sep, 2323,124,302-0.82%
30 Jun, 2323,315,726-0.15%
31 Mar, 2323,349,870-2.08%
31 Dec, 2223,845,7180.76%
30 Sep, 2223,665,319-1.15%
30 Jun, 2223,941,661-1.31%
31 Mar, 2224,259,7801.03%
31 Dec, 2124,012,928-1.92%
30 Sep, 2124,483,9520.32%
30 Jun, 2124,407,066-1.39%
31 Mar, 2124,752,1212.93%
31 Dec, 2024,048,2120.51%
30 Sep, 2023,926,751-1.36%
30 Jun, 2024,255,9043525467.44%
31 Mar, 2068851.21%
31 Dec, 19455-
30 Sep, 19455-
30 Jun, 194555.08%
31 Mar, 19433-
31 Dec, 18433-

Premier Financial (PFC) has 23.90M shares outstanding as of 30 Jun 24, up 1.30% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2467.03%1.53%
31 Mar, 2466.18%1.52%
31 Dec, 2365.91%1.57%
30 Sep, 2364.73%1.51%
30 Jun, 2365.48%1.52%
31 Mar, 2365.58%1.46%
31 Dec, 2267.00%1.51%
30 Sep, 2266.51%1.47%
30 Jun, 2267.29%1.48%
31 Mar, 2267.43%1.57%
31 Dec, 2165.46%1.50%
30 Sep, 2165.99%1.54%
30 Jun, 2165.48%1.49%
31 Mar, 2166.40%1.48%
31 Dec, 2066.98%1.63%
30 Sep, 2064.15%1.52%
30 Jun, 2065.05%1359808931.82%
31 Mar, 200.00%41186.96%
31 Dec, 190.00%43404.35%
30 Sep, 190.00%43456.52%
30 Jun, 190.00%48327.27%
31 Mar, 190.00%48328.57%
31 Dec, 180.00%-

As of 30 Jun 24, Premier Financial is held by 67.03% institutional shareholders, representing a 1.53% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 248511.84%
31 Mar, 2476-2.56%
31 Dec, 2378-7.14%
30 Sep, 238421.74%
30 Jun, 2369-14.81%
31 Mar, 238110.96%
31 Dec, 227335.19%
30 Sep, 2254-
30 Jun, 2254-18.18%
31 Mar, 22661.54%
31 Dec, 216522.64%
30 Sep, 2153-10.17%
30 Jun, 215911.32%
31 Mar, 21531.92%
31 Dec, 205230.00%
30 Sep, 2040-66.10%
30 Jun, 2011811700.00%
31 Mar, 201-
31 Dec, 19--
30 Sep, 19--100.00%
30 Jun, 191-
31 Mar, 19--100.00%
31 Dec, 181-

85 institutional shareholders have increased their position in PFC stock as of 30 Jun 24 compared to 76 in the previous quarter (a 11.84% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 2454-
31 Mar, 2454-6.90%
31 Dec, 23585.45%
30 Sep, 23553.77%
30 Jun, 235323.26%
31 Mar, 2343-6.52%
31 Dec, 2246-22.03%
30 Sep, 22595.36%
30 Jun, 2256-1.75%
31 Mar, 225726.67%
31 Dec, 2145-18.18%
30 Sep, 21557.84%
30 Jun, 2151-7.27%
31 Mar, 215517.02%
31 Dec, 2047-6.00%
30 Sep, 2050-
30 Jun, 20--
31 Mar, 20--
31 Dec, 19--
30 Sep, 19--
30 Jun, 19--
31 Mar, 19--
31 Dec, 18--

54 institutional shareholders have reduced their position in PFC stock as of 30 Jun 24 compared to 54 in the previous quarter (a 0.00% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 241733.59%23,903,9931.30%67.03%1.53%8511.84%54-
31 Mar, 241670.60%23,597,8750.07%66.18%1.52%76-2.56%54-6.90%
31 Dec, 231660.61%23,581,8961.98%65.91%1.57%78-7.14%585.45%
30 Sep, 2316512.24%23,124,302-0.82%64.73%1.51%8421.74%553.77%
30 Jun, 23147-1.34%23,315,726-0.15%65.48%1.52%69-14.81%5323.26%
31 Mar, 231492.05%23,349,870-2.08%65.58%1.46%8110.96%43-6.52%
31 Dec, 221465.80%23,845,7180.76%67.00%1.51%7335.19%46-22.03%
30 Sep, 221382.99%23,665,319-1.15%66.51%1.47%54-595.36%
30 Jun, 22134-10.07%23,941,661-1.31%67.29%1.48%54-18.18%56-1.75%
31 Mar, 221492.76%24,259,7801.03%67.43%1.57%661.54%5726.67%
31 Dec, 211453.57%24,012,928-1.92%65.46%1.50%6522.64%45-18.18%
30 Sep, 211404.48%24,483,9520.32%65.99%1.54%53-10.17%557.84%
30 Jun, 211342.29%24,407,066-1.39%65.48%1.49%5911.32%51-7.27%
31 Mar, 211316.50%24,752,1212.93%66.40%1.48%531.92%5517.02%
31 Dec, 201234.24%24,048,2120.51%66.98%1.63%5230.00%47-6.00%
30 Sep, 20118-23,926,751-1.36%64.15%1.52%40-66.10%50-
30 Jun, 2011811700.00%24,255,9043525467.44%65.05%1359808931.82%11811700.00%--
31 Mar, 201-68851.21%0.00%41186.96%1---
31 Dec, 191-455-0.00%43404.35%----
30 Sep, 191-455-0.00%43456.52%--100.00%--
30 Jun, 191-4555.08%0.00%48327.27%1---
31 Mar, 191-433-0.00%48328.57%--100.00%--
31 Dec, 181-433-0.00%-1---

Premier Financial Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 16, 2024Hileman Donald P.director-S-SaleSell1,500$21.19$31.79K29,811

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 03, 2024Nutter Tinaofficer EVP, Chief Risk OfficerF-InKindSell575$20.31$11.68K10,792
May 16, 2024Hileman Donald P.director-S-SaleSell1,500$21.19$31.79K29,811
Apr 03, 2024Small Gary Mdirector, officer President and CEOF-InKindSell1,380$20.12$27.77K81,411
Apr 03, 2024Chandhok Varunofficer EVP, Chief Information OfficerF-InKindSell288$20.12$5.79K13,048
Mar 05, 2024Small Gary Mdirector, officer President and CEOF-InKindSell422$20.01$8.44K77,606
Feb 26, 2024Small Gary Mdirector, officer President and CEOF-InKindSell1,448$19.99$28.95K78,028

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 02, 2024Hileman Donald P.director-A-AwardBuy2,067--65,753
Jul 03, 2024Nutter Tinaofficer EVP, Chief Risk OfficerF-InKindSell575$20.31$11.68K10,792
May 16, 2024Hileman Donald P.director-S-SaleSell1,500$21.19$31.79K29,811
May 02, 2024Burdman Lee J.director-A-AwardBuy2,064--35,484
May 02, 2024Bookmyer Johndirector-A-AwardBuy2,064--59,083
May 02, 2024Bettinger Terri Adirector-A-AwardBuy2,064--10,953
May 02, 2024Altman Louis Michaeldirector-A-AwardBuy2,064--5,154
May 02, 2024Afzal Zahiddirector-A-AwardBuy2,064--9,262
May 02, 2024ADAMS MARTY Edirector-A-AwardBuy2,064--6,346
May 02, 2024SCHIRALDI RICHARD Jdirector-A-AwardBuy2,064--4,037
May 02, 2024Robison Mark Andrewdirector-A-AwardBuy2,064--9,287
May 02, 2024Niehaus Charles D.director-A-AwardBuy2,064--23,888
May 02, 2024Lanier Nikki Robinsondirector-A-AwardBuy2,064--5,297
May 02, 2024Hubbard Jean A.director-A-AwardBuy2,064--20,830
May 02, 2024Strausbaugh Samuel Sdirector-A-AwardBuy2,064--24,398
Apr 03, 2024Small Gary Mdirector, officer President and CEOF-InKindSell1,380$20.12$27.77K81,411
Apr 03, 2024Chandhok Varunofficer EVP, Chief Information OfficerF-InKindSell288$20.12$5.79K13,048
Mar 12, 2024Small Gary Mdirector, officer President and CEOA-AwardBuy5,185--82,791
Mar 05, 2024Small Gary Mdirector, officer President and CEOF-InKindSell422$20.01$8.44K77,606
Feb 26, 2024Small Gary Mdirector, officer President and CEOF-InKindSell1,448$19.99$28.95K78,028

The last insider sell of Premier Financial's stock was made by Nutter Tina on Jul 03 2024, selling 575 shares at $20.31 per share (valued at $11.68K).

Premier Financial Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 202411100.00%
Q2 2024123400.00%
Q1 20242120105.00%
Q4 20233475.00%
Q3 202353166.67%
Q2 2023155300.00%
Q1 20232013153.85%
Q4 20221425.00%
Q3 20221250.00%
Q2 2022135260.00%
Q1 20223650.00%
Q4 20212450.00%
Q3 202111100.00%
Q2 202142200.00%
Q1 2021173566.67%
Q4 2020106166.67%
Q3 20206--
Q2 20202321109.52%
Q1 20205710570.00%
Q4 2019144350.00%

1 total buy trades, and 1 total sell trades (buy/sell ratio of 1.00%) were made by Premier Financial's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024---
Q2 2024-1-
Q1 2024-1-
Q4 2023-2-
Q3 2023-1-
Q2 2023-1-
Q1 2023-3-
Q4 2022-2-
Q3 2022-2-
Q2 2022-1-
Q1 20221250.00%
Q4 202111100.00%
Q3 2021---
Q2 2021---
Q1 20211--
Q4 202063200.00%
Q3 20202--
Q2 2020---
Q1 2020-1-
Q4 2019-3-

As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Premier Financial's stocks.

Premier Financial Peer Ownership


TickerCompany
OFEDOconee Federal Financial Corp.
HBCPHome Bancorp, Inc.
QCRHQCR Holdings, Inc.
GSBCGreat Southern Bancorp, Inc.
CIVBCivista Bancshares, Inc.
MBCNMiddlefield Banc Corp.
FNWDFinward Bancorp
HFWAHeritage Financial Corporation
HMNFHMN Financial, Inc.
AFBIAffinity Bancshares, Inc.
HVBCHV Bancorp, Inc.
FCFFirst Commonwealth Financial Corporation
HFBLHome Federal Bancorp, Inc. of Louisiana
BKSCBank of South Carolina Corporation
FRSTPrimis Financial Corp.
HTBIHomeTrust Bancshares, Inc.
BWFGBankwell Financial Group, Inc.

PFC Ownership FAQ


Premier Financial is owned by institutional shareholders (67.03%), insiders (2.09%), and public (30.89%). The largest institutional shareholder of Premier Financial is BLACKROCK INC. (12.37% of total shares) and the top mutual fund owner is JOHN HANCOCK INVESTMENT TRUST II (0.96% of total shares).

Premier Financial's major institutional shareholders are BLACKROCK INC., DIMENSIONAL FUND ADVISORS LP, VANGUARD GROUP INC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, and ALLIANCEBERNSTEIN L.P.. The top five shareholders own together 31.32% of the company's share outstanding.

As of Jun 2024, there are 173 institutional shareholders of Premier Financial.

BLACKROCK INC owns 4.41M shares of Premier Financial, representing 12.37% of the company's total shares outstanding, valued at $90.27M (as of Jun 2024).

As of Jun 2024, DIMENSIONAL FUND ADVISORS LP holds 2.24M shares of Premier Financial (PFC), compromising 6.29% of the company, valued at $45.88M.

VANGUARD GROUP INC is the third largest holder of Premier Financial. The company owns 1.94M of the company's shares outstanding (worth $39.59M).