Regional Management Ownership 2024 | Who Owns Regional Management Now?
Institutional Ownership
23.50%
Insider Ownership
8.25%
Retail Ownership
68.25%
Institutional Holders
25.00
Regional Management Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 14.86% | 0.00% | 1,422,189 | 58,908 | 4.32% | 40,873,712 | Jun 30, 2024 |
| FORAGER CAPITAL MANAGEMENT, LLC | 11.35% | 13.37% | 1,086,102 | 102,416 | 10.41% | 31,214,571 | Jun 30, 2024 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 10.65% | 1.90% | 1,018,851 | 76,927 | 8.17% | 29,281,778 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 7.69% | 0.01% | 736,014 | -9,329 | -1.25% | 21,151,608 | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.65% | 0.00% | 444,525 | 674 | 0.15% | 12,775,649 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 4.23% | 0.00% | 405,129 | -288,735 | -41.61% | 11,643,407 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 4.06% | 0.02% | 388,958 | -2,000 | -0.51% | 11,179,000 | Jun 30, 2024 |
| TIETON CAPITAL MANAGEMENT, LLC | 2.17% | 3.31% | 207,390 | 100,560 | 94.13% | 5,960,000 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 2.11% | 0.01% | 201,537 | 1,800 | 0.90% | 5,792,173 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.94% | 0.00% | 185,535 | 7,384 | 4.14% | 5,332,963 | Jun 30, 2024 |
| STATE STREET CORP | 1.58% | 0.00% | 151,601 | -2,394 | -1.55% | 4,357,013,000 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.17% | 0.00% | 111,610 | 5,588 | 5.27% | 3,207,677 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 1.12% | 0.00% | 106,773 | 16,683 | 18.52% | 3,068,656 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.01% | 0.07% | 96,939 | 2,700 | 2.87% | 2,786,027 | Jun 30, 2024 |
| KHROM CAPITAL MANAGEMENT LLC | 1.01% | 0.52% | 96,494 | -107,737 | -52.75% | 2,773,238 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.88% | 0.00% | 84,060 | 11,998 | 16.65% | 2,415,884 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.86% | 0.00% | 82,004 | -1,599 | -1.91% | 2,356,795,000 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.62% | 0.01% | 59,068 | -3,907 | -6.20% | 1,696,000 | Jun 30, 2024 |
| MORGAN STANLEY | 0.54% | 0.00% | 51,746 | -2,772 | -5.08% | 1,487,183 | Jun 30, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | 0.53% | 0.00% | 50,759 | 48,119 | 1822.69% | 1,458,812 | Jun 30, 2024 |
Regional Management's largest institutional shareholder is BLACKROCK INC., holding 14.86% of the company's total share outstanding, currently valued at $40.87M. The top 10 institutional shareholders own together 63.71% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FORAGER CAPITAL MANAGEMENT, LLC | 11.35% | 13.37% | 1,086,102 | 102,416 | 10.41% | 31,214,571 | Jun 30, 2024 |
| TIETON CAPITAL MANAGEMENT, LLC | 2.17% | 3.31% | 207,390 | 100,560 | 94.13% | 5,960,000 | Jun 30, 2024 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 10.65% | 1.90% | 1,018,851 | 76,927 | 8.17% | 29,281,778 | Jun 30, 2024 |
| KHROM CAPITAL MANAGEMENT LLC | 1.01% | 0.52% | 96,494 | -107,737 | -52.75% | 2,773,238 | Jun 30, 2024 |
| WATERFALL ASSET MANAGEMENT, LLC | 0.23% | 0.44% | 22,000 | 22,000 | 100.00% | 632,280 | Jun 30, 2024 |
| EMC CAPITAL MANAGEMENT | 0.06% | 0.10% | 6,100 | - | - | 175,000 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.01% | 0.07% | 96,939 | 2,700 | 2.87% | 2,786,027 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 4.06% | 0.02% | 388,958 | -2,000 | -0.51% | 11,179,000 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.41% | 0.02% | 39,639 | 2,700 | 7.31% | 1,139,225 | Jun 30, 2024 |
| GLOBEFLEX CAPITAL L P | 0.05% | 0.01% | 4,510 | 3,175 | 237.83% | 129,617 | Jun 30, 2024 |
| MARTINGALE ASSET MANAGEMENT L P | 0.23% | 0.01% | 21,574 | -8 | -0.04% | 620,037 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | 0.24% | 0.01% | 22,780 | 7,986 | 53.98% | 654,697 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 2.11% | 0.01% | 201,537 | 1,800 | 0.90% | 5,792,173 | Jun 30, 2024 |
| HANCOCK WHITNEY CORP | 0.09% | 0.01% | 8,150 | 8,150 | 100.00% | 234,231 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.01% | 0.01% | 666 | 666 | 100.00% | 19,140 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 7.69% | 0.01% | 736,014 | -9,329 | -1.25% | 21,151,608 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.62% | 0.01% | 59,068 | -3,907 | -6.20% | 1,696,000 | Jun 30, 2024 |
| PANAGORA ASSET MANAGEMENT INC | 0.34% | 0.00% | 32,714 | - | - | 940,200 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.41% | 0.00% | 38,761 | 2,474 | 6.82% | 1,113,991 | Jun 30, 2024 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 0.44% | 0.00% | 42,391 | -5,400 | -11.30% | 1,218,317 | Jun 30, 2024 |
The largest Regional Management shareholder by % of total assets is FORAGER CAPITAL MANAGEMENT, LLC. The company owns 1.09M shares of Regional Management (RM), representing 13.37% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FORAGER CAPITAL MANAGEMENT, LLC | 11.35% | 13.37% | 1,086,102 | 102,416 | 10.41% | 31,214,571 | Jun 30, 2024 |
| TIETON CAPITAL MANAGEMENT, LLC | 2.17% | 3.31% | 207,390 | 100,560 | 94.13% | 5,960,000 | Jun 30, 2024 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 10.65% | 1.90% | 1,018,851 | 76,927 | 8.17% | 29,281,778 | Jun 30, 2024 |
| BLACKROCK INC. | 14.86% | 0.00% | 1,422,189 | 58,908 | 4.32% | 40,873,712 | Jun 30, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | 0.53% | 0.00% | 50,759 | 48,119 | 1822.69% | 1,458,812 | Jun 30, 2024 |
| WATERFALL ASSET MANAGEMENT, LLC | 0.23% | 0.44% | 22,000 | 22,000 | 100.00% | 632,280 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 1.12% | 0.00% | 106,773 | 16,683 | 18.52% | 3,068,656 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.13% | 0.00% | 12,728 | 12,728 | 100.00% | 365,802 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.88% | 0.00% | 84,060 | 11,998 | 16.65% | 2,415,884 | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | 0.10% | 0.00% | 9,981 | 9,981 | 100.00% | 282,662 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.38% | 0.00% | 36,037 | 9,540 | 36.00% | 1,035,704 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 0.09% | 0.00% | 8,400 | 8,400 | 100.00% | 241,416 | Jun 30, 2024 |
| HANCOCK WHITNEY CORP | 0.09% | 0.01% | 8,150 | 8,150 | 100.00% | 234,231 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | 0.24% | 0.01% | 22,780 | 7,986 | 53.98% | 654,697 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.94% | 0.00% | 185,535 | 7,384 | 4.14% | 5,332,963 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.33% | 0.00% | 31,424 | 5,949 | 23.35% | 903,126 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.31% | 0.00% | 29,537 | 5,731 | 24.07% | 848,893 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.17% | 0.00% | 111,610 | 5,588 | 5.27% | 3,207,677 | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.05% | 0.00% | 4,919 | 4,913 | 81883.33% | 141,372 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 4,881 | 4,881 | 100.00% | 140,280 | Jun 30, 2024 |
As of Jun 30 2024, Regional Management's largest institutional buyer is FORAGER CAPITAL MANAGEMENT, LLC. The company purchased 102.42K stocks of RM, valued at $31.21M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 4.23% | 0.00% | 405,129 | -288,735 | -41.61% | 11,643,407 | Jun 30, 2024 |
| KHROM CAPITAL MANAGEMENT LLC | 1.01% | 0.52% | 96,494 | -107,737 | -52.75% | 2,773,238 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.52% | 0.00% | 49,367 | -19,319 | -28.13% | 1,418,808 | Jun 30, 2024 |
| DENALI ADVISORS LLC | - | - | - | -12,400 | -100.00% | - | Jun 30, 2024 |
| SUMMIT GLOBAL INVESTMENTS | - | - | - | -10,277 | -100.00% | - | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 7.69% | 0.01% | 736,014 | -9,329 | -1.25% | 21,151,608 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.04% | - | 3,661 | -7,419 | -66.96% | 105,217 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | - | - | - | -5,740 | -100.00% | - | Jun 30, 2024 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 0.44% | 0.00% | 42,391 | -5,400 | -11.30% | 1,218,317 | Jun 30, 2024 |
| UBS GROUP AG | 0.03% | - | 2,822 | -5,221 | -64.91% | 81,104 | Jun 30, 2024 |
| INVESCO LTD. | 0.37% | 0.00% | 35,055 | -4,731 | -11.89% | 1,007,481 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -3,970 | -100.00% | - | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.62% | 0.01% | 59,068 | -3,907 | -6.20% | 1,696,000 | Jun 30, 2024 |
| BARCLAYS PLC | 0.14% | 0.00% | 13,506 | -3,405 | -20.13% | 388,000 | Jun 30, 2024 |
| MORGAN STANLEY | 0.54% | 0.00% | 51,746 | -2,772 | -5.08% | 1,487,183 | Jun 30, 2024 |
| STATE STREET CORP | 1.58% | 0.00% | 151,601 | -2,394 | -1.55% | 4,357,013,000 | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.02% | - | 1,659 | -2,315 | -58.25% | 47,680 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 4.06% | 0.02% | 388,958 | -2,000 | -0.51% | 11,179,000 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.86% | 0.00% | 82,004 | -1,599 | -1.91% | 2,356,795,000 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.12% | - | 11,900 | -1,423 | -10.68% | 342,006 | Jun 30, 2024 |
As of Jun 30 2024, Regional Management's biggest institutional seller is WELLINGTON MANAGEMENT GROUP LLP. The company sold -0.29M shares of RM, valued at $11.64M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| WATERFALL ASSET MANAGEMENT, LLC | 0.23% | 0.44% | 22,000 | 22,000 | 100.00% | 632,280 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.13% | 0.00% | 12,728 | 12,728 | 100.00% | 365,802 | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | 0.10% | 0.00% | 9,981 | 9,981 | 100.00% | 282,662 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 0.09% | 0.00% | 8,400 | 8,400 | 100.00% | 241,416 | Jun 30, 2024 |
| HANCOCK WHITNEY CORP | 0.09% | 0.01% | 8,150 | 8,150 | 100.00% | 234,231 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 4,881 | 4,881 | 100.00% | 140,280 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 4,358 | 4,358 | 100.00% | 125,249 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.01% | 0.01% | 666 | 666 | 100.00% | 19,140 | Jun 30, 2024 |
| CWM, LLC | 0.00% | - | 81 | 81 | 100.00% | 2,000 | Jun 30, 2024 |
| ROTHSCHILD INVESTMENT LLC | 0.00% | - | 5 | 5 | 100.00% | 144 | Jun 30, 2024 |
Regional Management's largest new institutional shareholder by number of shares is WATERFALL ASSET MANAGEMENT, LLC, purchased 22.00K shares, valued at $632.28K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| DENALI ADVISORS LLC | - | - | - | -12,400 | -100.00% | - | Jun 30, 2024 |
| SUMMIT GLOBAL INVESTMENTS | - | - | - | -10,277 | -100.00% | - | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | - | - | - | -5,740 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -3,970 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -396 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -2 | -100.00% | - | Jun 30, 2024 |
Regional Management's largest sold out institutional shareholder by shares sold is DENALI ADVISORS LLC, sold -12.40K shares, valued at -, as of undefined.
Regional Management Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| BlackRock Advantage SMID Cap Fund, Inc. | 0.09% | 17,959 | -92 | -0.51% | Mar 28, 2024 |
| MASTER ADVANTAGE SMID CAP LLC | 0.03% | 3,143 | - | - | Dec 31, 2020 |
| Vericimetry Funds | 0.02% | 2,250 | -1,130 | -33.43% | Mar 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.02% | 56,100 | - | - | Mar 28, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.01% | 6,593 | - | - | Mar 31, 2024 |
| AMG Funds I | 0.01% | 23,850 | - | - | Jan 31, 2024 |
| FORUM FUNDS II | 0.01% | 7,800 | 570 | 7.88% | Mar 31, 2024 |
| FIDELITY PURITAN TRUST | 0.01% | 288,209 | - | - | Jan 31, 2024 |
| IndexIQ ETF Trust | 0.01% | 11,755 | - | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 25,361 | 767 | 3.12% | Mar 31, 2024 |
| Federated Hermes MDT Series | 0.00% | 6,221 | - | - | Jan 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 13,515 | - | - | Mar 31, 2024 |
| Fidelity Commonwealth Trust II | 0.00% | 14,475 | - | - | Aug 31, 2023 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 1,129 | - | - | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 383 | - | - | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 69,601 | - | - | Jan 31, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 38,100 | - | - | Jan 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 6,016 | - | - | Mar 31, 2024 |
| MFS VARIABLE INSURANCE TRUST III | 0.00% | 20,600 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 387,557 | -131,097 | -25.28% | Mar 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 90,084 | -8 | -0.01% | Feb 29, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 9,008 | - | - | Mar 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 12,234 | -141 | -1.14% | Mar 31, 2024 |
| NUVEEN INVESTMENT FUNDS INC | 0.00% | 21,765 | - | - | Jan 31, 2024 |
| Capitol Series Trust | 0.00% | 6,171 | - | - | Jan 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 632,572 | 82,782 | 15.06% | Jan 31, 2024 |
| ALPS ETF Trust | 0.00% | 7,633 | - | - | Feb 29, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 496 | - | - | Dec 31, 2023 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 77,296 | 3,087 | 4.16% | Feb 29, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 10,372 | -506 | -4.65% | Mar 31, 2024 |
| AdvisorShares Trust | 0.00% | 1,280 | - | - | Mar 28, 2024 |
| VANGUARD VARIABLE INSURANCE FUNDS | 0.00% | 16,355 | - | - | Mar 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 12 | 0.00% | 900 | - | - | Jan 31, 2024 |
| Dimensional ETF Trust | 0.00% | 129,708 | -3,067 | -2.31% | Jan 31, 2024 |
| GPS Funds I | 0.00% | 1,540 | - | - | Mar 31, 2024 |
| UNIFIED SERIES TRUST | 0.00% | 4,500 | - | - | Mar 31, 2024 |
| STERLING CAPITAL FUNDS | 0.00% | 5,750 | - | - | Mar 28, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 671 | - | - | Mar 31, 2024 |
| STONE RIDGE TRUST | 0.00% | 5,928 | - | - | Jan 31, 2024 |
| NEW COVENANT FUNDS | 0.00% | 872 | - | - | Dec 31, 2023 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 15,572 | 18 | 0.12% | Jan 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 5,600 | -380 | -6.35% | Mar 31, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 1,944 | - | - | Mar 31, 2024 |
| TARGET PORTFOLIO TRUST | 0.00% | 3,300 | 200 | 6.45% | Jan 31, 2024 |
| Nushares ETF Trust | 0.00% | 1,000 | - | - | Jan 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 71 | - | - | Apr 30, 2021 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. | 0.00% | 1,300 | - | - | Mar 28, 2024 |
| RBC FUNDS TRUST | 0.00% | 15,560 | -1,100 | -6.60% | Mar 28, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 17,539 | - | - | Mar 31, 2024 |
| OHIO NATIONAL FUND INC | 0.00% | 2,547 | - | - | Mar 31, 2024 |
| Invesco Exchange-Traded Fund Trust II | 0.00% | 37,264 | - | - | Jan 31, 2024 |
| RBB FUND, INC. | 0.00% | 11,077 | -11,443 | -50.81% | Feb 29, 2024 |
| NORTHERN FUNDS | 0.00% | 16,261 | -4,610 | -22.09% | Mar 28, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 9,970 | - | - | Mar 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 23,779 | 592 | 2.55% | Feb 29, 2024 |
| VALIC Co II | 0.00% | 3,500 | - | - | Feb 28, 2021 |
| SCHWAB STRATEGIC TRUST | 0.00% | 57,658 | - | - | Feb 29, 2024 |
| North Square Investments Trust | 0.00% | 890 | - | - | Jan 31, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 1,467 | - | - | Mar 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 380 | - | - | Mar 31, 2024 |
| Global X Funds | 0.00% | 3,423 | - | - | Jan 31, 2024 |
| Lattice Strategies Trust | 0.00% | 112 | - | - | Mar 31, 2024 |
| SEASONS SERIES TRUST | 0.00% | 1,575 | - | - | Mar 31, 2024 |
| Goldman Sachs ETF Trust | 0.00% | 6,385 | -246 | -3.71% | Feb 29, 2024 |
| Fidelity Rutland Square Trust II | 0.00% | 73,903 | 887 | 1.21% | Feb 29, 2024 |
| NORTHERN LIGHTS FUND TRUST II | 0.00% | 660 | - | - | Mar 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 143 | - | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 3,000 | - | - | Mar 31, 2024 |
| Forethought Variable Insurance Trust | 0.00% | 191 | - | - | Mar 28, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 2,303 | - | - | Dec 31, 2023 |
| Northern Lights Fund Trust IV | 0.00% | 10,281 | - | - | Jan 31, 2024 |
| Columbia Funds Series Trust II | 0.00% | 11,260 | - | - | Jan 31, 2024 |
| WisdomTree Trust | 0.00% | 57,908 | 882 | 1.55% | Mar 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 507 | - | - | Mar 31, 2024 |
| iSHARES TRUST | 0.00% | 304,312 | -21,487 | -6.60% | Mar 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 21,000 | 161 | 0.77% | Mar 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 34,859 | 3,808 | 12.26% | Feb 29, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 72 | - | - | Dec 31, 2023 |
| JPMORGAN TRUST II | 0.00% | 16,600 | - | - | Feb 29, 2024 |
| Columbia Funds Variable Series Trust II | 0.00% | 486 | - | - | Mar 31, 2024 |
| PGIM ETF TRUST | 0.00% | 831 | - | - | Feb 29, 2024 |
| JPMorgan Trust I | 0.00% | 15,300 | - | - | Jan 31, 2024 |
| VALIC Co I | 0.00% | 3,091 | 67 | 2.22% | Feb 29, 2024 |
| OLD WESTBURY FUNDS INC | 0.00% | 1,380 | - | - | Jan 31, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 300 | - | - | Mar 28, 2024 |
| FLEXSHARES TRUST | 0.00% | 744 | - | - | Jan 31, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 36 | - | - | Dec 31, 2023 |
| SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 25,347 | - | - | Dec 31, 2023 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 1,098 | -8 | -0.72% | Jan 31, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 8,577 | - | - | Mar 31, 2024 |
| HC CAPITAL TRUST | 0.00% | 253 | - | - | Mar 31, 2024 |
| EMPOWER FUNDS, INC. | 0.00% | 8,800 | - | - | Mar 31, 2024 |
| Guggenheim Active Allocation Fund | 0.00% | 44 | - | - | Feb 29, 2024 |
| VANGUARD WELLINGTON FUND | 0.00% | 2,408 | - | - | Feb 29, 2024 |
| TIAA-CREF FUNDS | 0.00% | 17,196 | 1,854 | 12.08% | Jan 31, 2024 |
| ProFunds | 0.00% | 63 | -5 | -7.35% | Mar 31, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 1,202 | 218 | 22.15% | Jan 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 322 | - | - | Feb 29, 2024 |
| RUSSELL INVESTMENT FUNDS | 0.00% | 553 | -73 | -11.66% | Mar 31, 2024 |
| PROSHARES TRUST | 0.00% | 1,179 | 165 | 16.27% | Feb 29, 2024 |
Regional Management's largest mutual fund holder by % of total assets is "BlackRock Advantage SMID Cap Fund, Inc.", owning 17.96K shares, compromising 0.09% of its total assets.
Regional Management Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 25 | -67.95% |
| 31 Mar, 24 | 78 | -3.70% |
| 31 Dec, 23 | 81 | -2.41% |
| 30 Sep, 23 | 83 | 3.75% |
| 30 Jun, 23 | 80 | - |
| 31 Mar, 23 | 80 | 8.11% |
| 31 Dec, 22 | 74 | -5.13% |
| 30 Sep, 22 | 78 | -16.13% |
| 30 Jun, 22 | 93 | 2.20% |
| 31 Mar, 22 | 91 | -17.27% |
| 31 Dec, 21 | 110 | 13.40% |
| 30 Sep, 21 | 97 | 10.23% |
| 30 Jun, 21 | 88 | 12.82% |
| 31 Mar, 21 | 78 | 1.30% |
| 31 Dec, 20 | 77 | 4.05% |
| 30 Sep, 20 | 74 | -3.90% |
| 30 Jun, 20 | 77 | -6.10% |
| 31 Mar, 20 | 82 | -13.68% |
| 31 Dec, 19 | 95 | 4.40% |
| 30 Sep, 19 | 91 | 2.25% |
| 30 Jun, 19 | 89 | -2.20% |
| 31 Mar, 19 | 91 | -1.09% |
| 31 Dec, 18 | 92 | -5.15% |
| 30 Sep, 18 | 97 | -5.83% |
| 30 Jun, 18 | 103 | 10.75% |
| 31 Mar, 18 | 93 | 8.14% |
| 31 Dec, 17 | 86 | 6.17% |
| 30 Sep, 17 | 81 | -10.99% |
| 30 Jun, 17 | 91 | 4.60% |
| 31 Mar, 17 | 87 | -17.14% |
| 31 Dec, 16 | 105 | 12.90% |
| 30 Sep, 16 | 93 | 1.09% |
| 30 Jun, 16 | 92 | 13.58% |
| 31 Mar, 16 | 81 | -6.90% |
| 31 Dec, 15 | 87 | - |
| 30 Sep, 15 | 87 | 10.13% |
| 30 Jun, 15 | 79 | 9.72% |
| 31 Mar, 15 | 72 | - |
| 31 Dec, 14 | 72 | -7.69% |
| 30 Sep, 14 | 78 | -12.36% |
| 30 Jun, 14 | 89 | 9.88% |
| 31 Mar, 14 | 81 | -11.96% |
| 31 Dec, 13 | 92 | 12.20% |
| 30 Sep, 13 | 82 | 41.38% |
| 30 Jun, 13 | 58 | 262.50% |
| 31 Mar, 13 | 16 | -15.79% |
| 31 Dec, 12 | 19 | 5.56% |
| 30 Sep, 12 | 18 | -28.00% |
| 30 Jun, 12 | 25 | 400.00% |
| 31 Mar, 12 | 5 | - |
As of 30 Jun 24, 25 institutions are holding Regional Management's shares, representing a decrease of -67.95% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 2,248,533 | -71.09% |
| 31 Mar, 24 | 7,777,703 | -2.28% |
| 31 Dec, 23 | 7,959,392 | -0.41% |
| 30 Sep, 23 | 7,992,346 | 1.31% |
| 30 Jun, 23 | 7,888,952 | 1.20% |
| 31 Mar, 23 | 7,795,687 | -3.90% |
| 31 Dec, 22 | 8,111,786 | 2.18% |
| 30 Sep, 22 | 7,938,657 | -2.13% |
| 30 Jun, 22 | 8,111,461 | -0.98% |
| 31 Mar, 22 | 8,191,848 | -0.18% |
| 31 Dec, 21 | 8,206,709 | 2.61% |
| 30 Sep, 21 | 7,997,659 | -4.47% |
| 30 Jun, 21 | 8,372,318 | 5.67% |
| 31 Mar, 21 | 7,923,385 | -3.09% |
| 31 Dec, 20 | 8,176,391 | -5.35% |
| 30 Sep, 20 | 8,638,671 | -3.59% |
| 30 Jun, 20 | 8,960,675 | -3.78% |
| 31 Mar, 20 | 9,312,359 | -1.74% |
| 31 Dec, 19 | 9,477,443 | -3.53% |
| 30 Sep, 19 | 9,824,449 | -0.95% |
| 30 Jun, 19 | 9,918,560 | -4.57% |
| 31 Mar, 19 | 10,393,786 | 1.09% |
| 31 Dec, 18 | 10,282,018 | 2.54% |
| 30 Sep, 18 | 10,027,624 | -1.20% |
| 30 Jun, 18 | 10,149,301 | 0.90% |
| 31 Mar, 18 | 10,059,028 | -2.70% |
| 31 Dec, 17 | 10,338,280 | 2.41% |
| 30 Sep, 17 | 10,095,029 | -0.21% |
| 30 Jun, 17 | 10,116,577 | -0.52% |
| 31 Mar, 17 | 10,169,528 | -1.59% |
| 31 Dec, 16 | 10,333,765 | 0.37% |
| 30 Sep, 16 | 10,295,584 | 0.33% |
| 30 Jun, 16 | 10,262,185 | -8.30% |
| 31 Mar, 16 | 11,190,432 | -2.58% |
| 31 Dec, 15 | 11,486,497 | 17.05% |
| 30 Sep, 15 | 9,813,147 | 2.39% |
| 30 Jun, 15 | 9,584,186 | -0.57% |
| 31 Mar, 15 | 9,639,525 | 2.37% |
| 31 Dec, 14 | 9,415,927 | -13.13% |
| 30 Sep, 14 | 10,838,834 | -8.93% |
| 30 Jun, 14 | 11,901,837 | 5.68% |
| 31 Mar, 14 | 11,262,200 | 2.08% |
| 31 Dec, 13 | 11,032,532 | 31.46% |
| 30 Sep, 13 | 8,392,535 | 75.38% |
| 30 Jun, 13 | 4,785,259 | 53.67% |
| 31 Mar, 13 | 3,114,005 | 1.99% |
| 31 Dec, 12 | 3,053,315 | 10.19% |
| 30 Sep, 12 | 2,771,041 | -28.60% |
| 30 Jun, 12 | 3,880,944 | 184.21% |
| 31 Mar, 12 | 1,365,500 | - |
Regional Management (RM) has 2.25M shares outstanding as of 30 Jun 24, down -71.09% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 23.50% | 0.34% |
| 31 Mar, 24 | 82.76% | 1.16% |
| 31 Dec, 23 | 84.41% | 1.17% |
| 30 Sep, 23 | 85.03% | 1.19% |
| 30 Jun, 23 | 84.60% | 1.21% |
| 31 Mar, 23 | 83.60% | 1.08% |
| 31 Dec, 22 | 88.18% | 1.18% |
| 30 Sep, 22 | 86.34% | 1.13% |
| 30 Jun, 22 | 87.59% | 1.19% |
| 31 Mar, 22 | 85.93% | 1.16% |
| 31 Dec, 21 | 85.98% | 1.31% |
| 30 Sep, 21 | 81.10% | 1.20% |
| 30 Jun, 21 | 82.08% | 1.45% |
| 31 Mar, 21 | 75.15% | 1.33% |
| 31 Dec, 20 | 75.14% | 1.21% |
| 30 Sep, 20 | 78.70% | 1.18% |
| 30 Jun, 20 | 81.74% | 1.12% |
| 31 Mar, 20 | 85.46% | 1.13% |
| 31 Dec, 19 | 87.00% | 1.15% |
| 30 Sep, 19 | 86.93% | 1.21% |
| 30 Jun, 19 | 84.73% | 1.08% |
| 31 Mar, 19 | 88.74% | 1.14% |
| 31 Dec, 18 | 88.22% | 1.20% |
| 30 Sep, 18 | 85.91% | 1.13% |
| 30 Jun, 18 | 87.06% | 1.16% |
| 31 Mar, 18 | 86.58% | 1.09% |
| 31 Dec, 17 | 89.18% | 1.17% |
| 30 Sep, 17 | 87.30% | 1.14% |
| 30 Jun, 17 | 87.56% | 1.12% |
| 31 Mar, 17 | 88.48% | 1.08% |
| 31 Dec, 16 | 90.58% | 1.11% |
| 30 Sep, 16 | 90.44% | 1.19% |
| 30 Jun, 16 | 87.29% | 1.13% |
| 31 Mar, 16 | 87.73% | 1.10% |
| 31 Dec, 15 | 89.40% | 1.54% |
| 30 Sep, 15 | 76.18% | 1.37% |
| 30 Jun, 15 | 74.61% | 1.32% |
| 31 Mar, 15 | 75.09% | 1.37% |
| 31 Dec, 14 | 74.13% | 1.02% |
| 30 Sep, 14 | 85.25% | 0.97% |
| 30 Jun, 14 | 93.78% | 1.18% |
| 31 Mar, 14 | 88.99% | 1.16% |
| 31 Dec, 13 | 87.75% | 1.97% |
| 30 Sep, 13 | 66.68% | 4.61% |
| 30 Jun, 13 | 38.02% | 6.13% |
| 31 Mar, 13 | 24.91% | 4.17% |
| 31 Dec, 12 | 24.45% | 4.97% |
| 30 Sep, 12 | 22.19% | 2.28% |
| 30 Jun, 12 | 31.17% | 14.57% |
| 31 Mar, 12 | 14.63% | - |
As of 30 Jun 24, Regional Management is held by 23.50% institutional shareholders, representing a 0.34% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 15 | -46.43% |
| 31 Mar, 24 | 28 | -20.00% |
| 31 Dec, 23 | 35 | -25.53% |
| 30 Sep, 23 | 47 | 9.30% |
| 30 Jun, 23 | 43 | 22.86% |
| 31 Mar, 23 | 35 | 12.90% |
| 31 Dec, 22 | 31 | -8.82% |
| 30 Sep, 22 | 34 | -17.07% |
| 30 Jun, 22 | 41 | - |
| 31 Mar, 22 | 41 | -29.31% |
| 31 Dec, 21 | 58 | 45.00% |
| 30 Sep, 21 | 40 | 2.56% |
| 30 Jun, 21 | 39 | 50.00% |
| 31 Mar, 21 | 26 | -21.21% |
| 31 Dec, 20 | 33 | 6.45% |
| 30 Sep, 20 | 31 | - |
| 30 Jun, 20 | 31 | -11.43% |
| 31 Mar, 20 | 35 | -23.91% |
| 31 Dec, 19 | 46 | 12.20% |
| 30 Sep, 19 | 41 | -4.65% |
| 30 Jun, 19 | 43 | 4.88% |
| 31 Mar, 19 | 41 | -16.33% |
| 31 Dec, 18 | 49 | 22.50% |
| 30 Sep, 18 | 40 | -23.08% |
| 30 Jun, 18 | 52 | 26.83% |
| 31 Mar, 18 | 41 | 13.89% |
| 31 Dec, 17 | 36 | 28.57% |
| 30 Sep, 17 | 28 | -28.21% |
| 30 Jun, 17 | 39 | -15.22% |
| 31 Mar, 17 | 46 | -17.86% |
| 31 Dec, 16 | 56 | 5.66% |
| 30 Sep, 16 | 53 | 29.27% |
| 30 Jun, 16 | 41 | 20.59% |
| 31 Mar, 16 | 34 | -32.00% |
| 31 Dec, 15 | 50 | 11.11% |
| 30 Sep, 15 | 45 | -8.16% |
| 30 Jun, 15 | 49 | 32.43% |
| 31 Mar, 15 | 37 | 2.78% |
| 31 Dec, 14 | 36 | -10.00% |
| 30 Sep, 14 | 40 | -37.50% |
| 30 Jun, 14 | 64 | 20.75% |
| 31 Mar, 14 | 53 | -17.19% |
| 31 Dec, 13 | 64 | 1.59% |
| 30 Sep, 13 | 63 | 18.87% |
| 30 Jun, 13 | 53 | 381.82% |
| 31 Mar, 13 | 11 | - |
| 31 Dec, 12 | 11 | -8.33% |
| 30 Sep, 12 | 12 | -40.00% |
| 30 Jun, 12 | 20 | 300.00% |
| 31 Mar, 12 | 5 | - |
15 institutional shareholders have increased their position in RM stock as of 30 Jun 24 compared to 28 in the previous quarter (a -46.43% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 5 | -84.85% |
| 31 Mar, 24 | 33 | 10.00% |
| 31 Dec, 23 | 30 | 20.00% |
| 30 Sep, 23 | 25 | -7.41% |
| 30 Jun, 23 | 27 | -12.90% |
| 31 Mar, 23 | 31 | 6.90% |
| 31 Dec, 22 | 29 | - |
| 30 Sep, 22 | 29 | -23.68% |
| 30 Jun, 22 | 38 | -2.56% |
| 31 Mar, 22 | 39 | 14.71% |
| 31 Dec, 21 | 34 | -20.93% |
| 30 Sep, 21 | 43 | 7.50% |
| 30 Jun, 21 | 40 | -4.76% |
| 31 Mar, 21 | 42 | 27.27% |
| 31 Dec, 20 | 33 | 3.13% |
| 30 Sep, 20 | 32 | -11.11% |
| 30 Jun, 20 | 36 | - |
| 31 Mar, 20 | 36 | -2.70% |
| 31 Dec, 19 | 37 | 19.35% |
| 30 Sep, 19 | 31 | -3.13% |
| 30 Jun, 19 | 32 | -8.57% |
| 31 Mar, 19 | 35 | 16.67% |
| 31 Dec, 18 | 30 | -23.08% |
| 30 Sep, 18 | 39 | 8.33% |
| 30 Jun, 18 | 36 | -7.69% |
| 31 Mar, 18 | 39 | 11.43% |
| 31 Dec, 17 | 35 | 9.38% |
| 30 Sep, 17 | 32 | 3.23% |
| 30 Jun, 17 | 31 | 14.81% |
| 31 Mar, 17 | 27 | -32.50% |
| 31 Dec, 16 | 40 | 37.93% |
| 30 Sep, 16 | 29 | -21.62% |
| 30 Jun, 16 | 37 | - |
| 31 Mar, 16 | 37 | 48.00% |
| 31 Dec, 15 | 25 | -24.24% |
| 30 Sep, 15 | 33 | 57.14% |
| 30 Jun, 15 | 21 | - |
| 31 Mar, 15 | 21 | -8.70% |
| 31 Dec, 14 | 23 | -11.54% |
| 30 Sep, 14 | 26 | 30.00% |
| 30 Jun, 14 | 20 | -9.09% |
| 31 Mar, 14 | 22 | -15.38% |
| 31 Dec, 13 | 26 | 116.67% |
| 30 Sep, 13 | 12 | 200.00% |
| 30 Jun, 13 | 4 | 33.33% |
| 31 Mar, 13 | 3 | -50.00% |
| 31 Dec, 12 | 6 | 50.00% |
| 30 Sep, 12 | 4 | - |
| 30 Jun, 12 | 4 | - |
| 31 Mar, 12 | - | - |
5 institutional shareholders have reduced their position in RM stock as of 30 Jun 24 compared to 33 in the previous quarter (a -84.85% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 25 | -67.95% | 2,248,533 | -71.09% | 23.50% | 0.34% | 15 | -46.43% | 5 | -84.85% |
| 31 Mar, 24 | 78 | -3.70% | 7,777,703 | -2.28% | 82.76% | 1.16% | 28 | -20.00% | 33 | 10.00% |
| 31 Dec, 23 | 81 | -2.41% | 7,959,392 | -0.41% | 84.41% | 1.17% | 35 | -25.53% | 30 | 20.00% |
| 30 Sep, 23 | 83 | 3.75% | 7,992,346 | 1.31% | 85.03% | 1.19% | 47 | 9.30% | 25 | -7.41% |
| 30 Jun, 23 | 80 | - | 7,888,952 | 1.20% | 84.60% | 1.21% | 43 | 22.86% | 27 | -12.90% |
| 31 Mar, 23 | 80 | 8.11% | 7,795,687 | -3.90% | 83.60% | 1.08% | 35 | 12.90% | 31 | 6.90% |
| 31 Dec, 22 | 74 | -5.13% | 8,111,786 | 2.18% | 88.18% | 1.18% | 31 | -8.82% | 29 | - |
| 30 Sep, 22 | 78 | -16.13% | 7,938,657 | -2.13% | 86.34% | 1.13% | 34 | -17.07% | 29 | -23.68% |
| 30 Jun, 22 | 93 | 2.20% | 8,111,461 | -0.98% | 87.59% | 1.19% | 41 | - | 38 | -2.56% |
| 31 Mar, 22 | 91 | -17.27% | 8,191,848 | -0.18% | 85.93% | 1.16% | 41 | -29.31% | 39 | 14.71% |
| 31 Dec, 21 | 110 | 13.40% | 8,206,709 | 2.61% | 85.98% | 1.31% | 58 | 45.00% | 34 | -20.93% |
| 30 Sep, 21 | 97 | 10.23% | 7,997,659 | -4.47% | 81.10% | 1.20% | 40 | 2.56% | 43 | 7.50% |
| 30 Jun, 21 | 88 | 12.82% | 8,372,318 | 5.67% | 82.08% | 1.45% | 39 | 50.00% | 40 | -4.76% |
| 31 Mar, 21 | 78 | 1.30% | 7,923,385 | -3.09% | 75.15% | 1.33% | 26 | -21.21% | 42 | 27.27% |
| 31 Dec, 20 | 77 | 4.05% | 8,176,391 | -5.35% | 75.14% | 1.21% | 33 | 6.45% | 33 | 3.13% |
| 30 Sep, 20 | 74 | -3.90% | 8,638,671 | -3.59% | 78.70% | 1.18% | 31 | - | 32 | -11.11% |
| 30 Jun, 20 | 77 | -6.10% | 8,960,675 | -3.78% | 81.74% | 1.12% | 31 | -11.43% | 36 | - |
| 31 Mar, 20 | 82 | -13.68% | 9,312,359 | -1.74% | 85.46% | 1.13% | 35 | -23.91% | 36 | -2.70% |
| 31 Dec, 19 | 95 | 4.40% | 9,477,443 | -3.53% | 87.00% | 1.15% | 46 | 12.20% | 37 | 19.35% |
| 30 Sep, 19 | 91 | 2.25% | 9,824,449 | -0.95% | 86.93% | 1.21% | 41 | -4.65% | 31 | -3.13% |
| 30 Jun, 19 | 89 | -2.20% | 9,918,560 | -4.57% | 84.73% | 1.08% | 43 | 4.88% | 32 | -8.57% |
| 31 Mar, 19 | 91 | -1.09% | 10,393,786 | 1.09% | 88.74% | 1.14% | 41 | -16.33% | 35 | 16.67% |
| 31 Dec, 18 | 92 | -5.15% | 10,282,018 | 2.54% | 88.22% | 1.20% | 49 | 22.50% | 30 | -23.08% |
| 30 Sep, 18 | 97 | -5.83% | 10,027,624 | -1.20% | 85.91% | 1.13% | 40 | -23.08% | 39 | 8.33% |
| 30 Jun, 18 | 103 | 10.75% | 10,149,301 | 0.90% | 87.06% | 1.16% | 52 | 26.83% | 36 | -7.69% |
| 31 Mar, 18 | 93 | 8.14% | 10,059,028 | -2.70% | 86.58% | 1.09% | 41 | 13.89% | 39 | 11.43% |
| 31 Dec, 17 | 86 | 6.17% | 10,338,280 | 2.41% | 89.18% | 1.17% | 36 | 28.57% | 35 | 9.38% |
| 30 Sep, 17 | 81 | -10.99% | 10,095,029 | -0.21% | 87.30% | 1.14% | 28 | -28.21% | 32 | 3.23% |
| 30 Jun, 17 | 91 | 4.60% | 10,116,577 | -0.52% | 87.56% | 1.12% | 39 | -15.22% | 31 | 14.81% |
| 31 Mar, 17 | 87 | -17.14% | 10,169,528 | -1.59% | 88.48% | 1.08% | 46 | -17.86% | 27 | -32.50% |
| 31 Dec, 16 | 105 | 12.90% | 10,333,765 | 0.37% | 90.58% | 1.11% | 56 | 5.66% | 40 | 37.93% |
| 30 Sep, 16 | 93 | 1.09% | 10,295,584 | 0.33% | 90.44% | 1.19% | 53 | 29.27% | 29 | -21.62% |
| 30 Jun, 16 | 92 | 13.58% | 10,262,185 | -8.30% | 87.29% | 1.13% | 41 | 20.59% | 37 | - |
| 31 Mar, 16 | 81 | -6.90% | 11,190,432 | -2.58% | 87.73% | 1.10% | 34 | -32.00% | 37 | 48.00% |
| 31 Dec, 15 | 87 | - | 11,486,497 | 17.05% | 89.40% | 1.54% | 50 | 11.11% | 25 | -24.24% |
| 30 Sep, 15 | 87 | 10.13% | 9,813,147 | 2.39% | 76.18% | 1.37% | 45 | -8.16% | 33 | 57.14% |
| 30 Jun, 15 | 79 | 9.72% | 9,584,186 | -0.57% | 74.61% | 1.32% | 49 | 32.43% | 21 | - |
| 31 Mar, 15 | 72 | - | 9,639,525 | 2.37% | 75.09% | 1.37% | 37 | 2.78% | 21 | -8.70% |
| 31 Dec, 14 | 72 | -7.69% | 9,415,927 | -13.13% | 74.13% | 1.02% | 36 | -10.00% | 23 | -11.54% |
| 30 Sep, 14 | 78 | -12.36% | 10,838,834 | -8.93% | 85.25% | 0.97% | 40 | -37.50% | 26 | 30.00% |
| 30 Jun, 14 | 89 | 9.88% | 11,901,837 | 5.68% | 93.78% | 1.18% | 64 | 20.75% | 20 | -9.09% |
| 31 Mar, 14 | 81 | -11.96% | 11,262,200 | 2.08% | 88.99% | 1.16% | 53 | -17.19% | 22 | -15.38% |
| 31 Dec, 13 | 92 | 12.20% | 11,032,532 | 31.46% | 87.75% | 1.97% | 64 | 1.59% | 26 | 116.67% |
| 30 Sep, 13 | 82 | 41.38% | 8,392,535 | 75.38% | 66.68% | 4.61% | 63 | 18.87% | 12 | 200.00% |
| 30 Jun, 13 | 58 | 262.50% | 4,785,259 | 53.67% | 38.02% | 6.13% | 53 | 381.82% | 4 | 33.33% |
| 31 Mar, 13 | 16 | -15.79% | 3,114,005 | 1.99% | 24.91% | 4.17% | 11 | - | 3 | -50.00% |
| 31 Dec, 12 | 19 | 5.56% | 3,053,315 | 10.19% | 24.45% | 4.97% | 11 | -8.33% | 6 | 50.00% |
| 30 Sep, 12 | 18 | -28.00% | 2,771,041 | -28.60% | 22.19% | 2.28% | 12 | -40.00% | 4 | - |
| 30 Jun, 12 | 25 | 400.00% | 3,880,944 | 184.21% | 31.17% | 14.57% | 20 | 300.00% | 4 | - |
| 31 Mar, 12 | 5 | - | 1,365,500 | - | 14.63% | - | 5 | - | - | - |
Regional Management Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of Regional Management's stock was made by Rana Harpreet on Jun 04 2024, selling 15,780 shares at - per share (valued at -). The last insider buy of RM was made by BASSWOOD CAPITAL MANAGEMENT, L.L.C. on May 08 2024, buying 17,489 shares at $30.14 per share (worth $527.12K).
Regional Management Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 24 | 15 | 160.00% |
| Q1 2024 | 32 | 4 | 800.00% |
| Q4 2023 | 2 | 8 | 25.00% |
| Q3 2023 | 12 | 5 | 240.00% |
| Q2 2023 | 43 | 12 | 358.33% |
| Q1 2023 | 1 | - | - |
| Q4 2022 | 8 | 20 | 40.00% |
| Q3 2022 | 8 | 13 | 61.54% |
| Q2 2022 | 12 | 5 | 240.00% |
| Q1 2022 | 9 | 7 | 128.57% |
| Q4 2021 | 5 | 52 | 9.62% |
| Q3 2021 | 7 | 57 | 12.28% |
| Q2 2021 | 11 | 29 | 37.93% |
| Q1 2021 | 18 | 15 | 120.00% |
| Q4 2020 | 8 | 8 | 100.00% |
| Q3 2020 | 7 | 4 | 175.00% |
| Q2 2020 | 28 | 3 | 933.33% |
| Q1 2020 | 9 | 1 | 900.00% |
| Q4 2019 | 8 | 10 | 80.00% |
| Q3 2019 | 28 | 8 | 350.00% |
24 total buy trades, and 15 total sell trades (buy/sell ratio of 1.60%) were made by Regional Management's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 15 | - | - |
| Q1 2024 | 29 | 3 | 966.67% |
| Q4 2023 | 2 | - | - |
| Q3 2023 | 6 | 4 | 150.00% |
| Q2 2023 | 20 | 4 | 500.00% |
| Q1 2023 | - | - | - |
| Q4 2022 | 8 | 12 | 66.67% |
| Q3 2022 | 8 | 13 | 61.54% |
| Q2 2022 | - | 1 | - |
| Q1 2022 | - | 5 | - |
| Q4 2021 | 1 | 36 | 2.78% |
| Q3 2021 | 2 | 48 | 4.17% |
| Q2 2021 | 3 | 25 | 12.00% |
| Q1 2021 | - | 3 | - |
| Q4 2020 | 5 | - | - |
| Q3 2020 | 3 | - | - |
| Q2 2020 | 18 | 3 | 600.00% |
| Q1 2020 | - | - | - |
| Q4 2019 | 8 | 4 | 200.00% |
| Q3 2019 | 21 | 7 | 300.00% |
As of Q2 2024, Insider owners conducted 15 open market buy trades and 0 open market sell trades of Regional Management's stocks.
Regional Management Peer Ownership
RM Ownership FAQ
Who Owns Regional Management?
Regional Management is owned by institutional shareholders (23.50%), insiders (8.25%), and public (68.25%). The largest institutional shareholder of Regional Management is BLACKROCK INC. (14.86% of total shares) and the top mutual fund owner is BlackRock Advantage SMID Cap Fund, Inc. (0.09% of total shares).
Who are the major institutional shareholders of Regional Management?
Regional Management's major institutional shareholders are BLACKROCK INC., FORAGER CAPITAL MANAGEMENT, LLC, BASSWOOD CAPITAL MANAGEMENT, L.L.C., DIMENSIONAL FUND ADVISORS LP, and VANGUARD GROUP INC. The top five shareholders own together 49.20% of the company's share outstanding.
How many Regional Management shareholders are there?
As of Jun 2024, there are 25 institutional shareholders of Regional Management.
What percentage of Regional Management is owned by BLACKROCK INC?
BLACKROCK INC owns 1.42M shares of Regional Management, representing 14.86% of the company's total shares outstanding, valued at $40.87M (as of Jun 2024).
What percentage of Regional Management is owned by FORAGER CAPITAL MANAGEMENT, LLC?
As of Jun 2024, FORAGER CAPITAL MANAGEMENT, LLC holds 1.09M shares of Regional Management (RM), compromising 11.35% of the company, valued at $31.21M.
What percentage of Regional Management is owned by BASSWOOD CAPITAL MANAGEMENT, L.L.C?
BASSWOOD CAPITAL MANAGEMENT, L.L.C is the third largest holder of Regional Management. The company owns 1.02M of the company's shares outstanding (worth $29.28M).