SB Financial Group Ownership 2024 | Who Owns SB Financial Group Now?
Institutional Ownership
34.80%
Insider Ownership
10.32%
Retail Ownership
54.88%
Institutional Holders
32.00
SB Financial Group Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 8.79% | 0.00% | 590,102 | 12,017 | 2.08% | 8,261,428 | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 7.22% | 0.01% | 484,638 | -373 | -0.08% | 6,784,932 | Jun 30, 2024 |
| CUTLER CAPITAL MANAGEMENT, LLC | 6.01% | 2.20% | 403,376 | 3,064 | 0.77% | 5,647,259 | Jun 30, 2024 |
| FJ CAPITAL MANAGEMENT LLC | 5.56% | 0.55% | 373,521 | - | - | 5,229,294 | Jun 30, 2024 |
| STRATEGIC VALUE BANK PARTNERS LLC | 5.25% | 3.27% | 352,815 | - | - | 4,939,410 | Jun 30, 2024 |
| PETIOLE USA LTD | 3.96% | 3.12% | 265,710 | - | - | 3,719,940 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.36% | 0.00% | 158,308 | -32 | -0.02% | 2,216,310 | Jun 30, 2024 |
| PINNACLE HOLDINGS, LLC | 2.34% | 0.90% | 157,393 | -312 | -0.20% | 2,203,501 | Jun 30, 2024 |
| VANGUARD GROUP INC | 1.52% | - | 101,918 | - | - | 1,426,852 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.06% | 0.02% | 71,376 | 2,520 | 3.66% | 999,264 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.02% | 0.00% | 68,660 | 830 | 1.22% | 961,497 | Jun 30, 2024 |
| BLACKROCK INC. | 0.85% | - | 57,133 | -82 | -0.14% | 799,862 | Jun 30, 2024 |
| GENDELL JEFFREY L | 0.73% | 0.02% | 48,823 | - | - | 683,522 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.53% | 0.01% | 35,886 | 2,520 | 7.55% | 502,404 | Jun 30, 2024 |
| FIRST MANHATTAN CO. LLC. | 0.53% | 0.00% | 35,627 | - | - | 498,778 | Jun 30, 2024 |
| PL CAPITAL ADVISORS, LLC | 0.42% | 0.16% | 28,159 | - | - | 394,226 | Jun 30, 2024 |
| VENTURE VISIONARY PARTNERS LLC | 0.35% | 0.02% | 23,575 | 71 | 0.30% | 330,062 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.27% | - | 18,045 | -480 | -2.59% | 252,630,000 | Jun 30, 2024 |
| STATE STREET CORP | 0.24% | - | 16,232 | - | - | 227,248,000 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.23% | 0.00% | 15,225 | 100 | 0.66% | 213,150 | Jun 30, 2024 |
SB Financial Group's largest institutional shareholder is ALLIANCEBERNSTEIN L.P., holding 8.79% of the company's total share outstanding, currently valued at $8.26M. The top 10 institutional shareholders own together 44.07% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| STRATEGIC VALUE BANK PARTNERS LLC | 5.25% | 3.27% | 352,815 | - | - | 4,939,410 | Jun 30, 2024 |
| PETIOLE USA LTD | 3.96% | 3.12% | 265,710 | - | - | 3,719,940 | Jun 30, 2024 |
| CUTLER CAPITAL MANAGEMENT, LLC | 6.01% | 2.20% | 403,376 | 3,064 | 0.77% | 5,647,259 | Jun 30, 2024 |
| PINNACLE HOLDINGS, LLC | 2.34% | 0.90% | 157,393 | -312 | -0.20% | 2,203,501 | Jun 30, 2024 |
| FJ CAPITAL MANAGEMENT LLC | 5.56% | 0.55% | 373,521 | - | - | 5,229,294 | Jun 30, 2024 |
| PL CAPITAL ADVISORS, LLC | 0.42% | 0.16% | 28,159 | - | - | 394,226 | Jun 30, 2024 |
| PRINCETON CAPITAL MANAGEMENT LLC | 0.15% | 0.05% | 10,408 | 10,408 | 100.00% | 145,712 | Jun 30, 2024 |
| GENDELL JEFFREY L | 0.73% | 0.02% | 48,823 | - | - | 683,522 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.06% | 0.02% | 71,376 | 2,520 | 3.66% | 999,264 | Jun 30, 2024 |
| VENTURE VISIONARY PARTNERS LLC | 0.35% | 0.02% | 23,575 | 71 | 0.30% | 330,062 | Jun 30, 2024 |
| SJS INVESTMENT CONSULTING INC. | 0.06% | 0.01% | 3,793 | - | - | 53,102 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.53% | 0.01% | 35,886 | 2,520 | 7.55% | 502,404 | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 7.22% | 0.01% | 484,638 | -373 | -0.08% | 6,784,932 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 8.79% | 0.00% | 590,102 | 12,017 | 2.08% | 8,261,428 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.01% | 0.00% | 395 | 395 | 100.00% | 5,530 | Jun 30, 2024 |
| FIRST MANHATTAN CO. LLC. | 0.53% | 0.00% | 35,627 | - | - | 498,778 | Jun 30, 2024 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 0.01% | 0.00% | 705 | - | - | 9,870 | Jun 30, 2024 |
| HUNTINGTON NATIONAL BANK | 0.12% | 0.00% | 7,977 | - | - | 111,678 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.36% | 0.00% | 158,308 | -32 | -0.02% | 2,216,310 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.23% | 0.00% | 15,225 | 100 | 0.66% | 213,150 | Jun 30, 2024 |
The largest SB Financial Group shareholder by % of total assets is STRATEGIC VALUE BANK PARTNERS LLC. The company owns 352.81K shares of SB Financial Group (SBFG), representing 3.27% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 8.79% | 0.00% | 590,102 | 12,017 | 2.08% | 8,261,428 | Jun 30, 2024 |
| PRINCETON CAPITAL MANAGEMENT LLC | 0.15% | 0.05% | 10,408 | 10,408 | 100.00% | 145,712 | Jun 30, 2024 |
| UBS GROUP AG | 0.06% | - | 3,948 | 3,948 | 100.00% | 55,272 | Jun 30, 2024 |
| CUTLER CAPITAL MANAGEMENT, LLC | 6.01% | 2.20% | 403,376 | 3,064 | 0.77% | 5,647,259 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.53% | 0.01% | 35,886 | 2,520 | 7.55% | 502,404 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.06% | 0.02% | 71,376 | 2,520 | 3.66% | 999,264 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.02% | 0.00% | 68,660 | 830 | 1.22% | 961,497 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.01% | 0.00% | 395 | 395 | 100.00% | 5,530 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.01% | 0.00% | 946 | 146 | 18.25% | 13,244 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.23% | 0.00% | 15,225 | 100 | 0.66% | 213,150 | Jun 30, 2024 |
| VENTURE VISIONARY PARTNERS LLC | 0.35% | 0.02% | 23,575 | 71 | 0.30% | 330,062 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.00% | - | 56 | 56 | 100.00% | 784 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.00% | - | 12 | - | - | 168 | Jun 30, 2024 |
| BARCLAYS PLC | 0.00% | - | 299 | - | - | 4,000 | Jun 30, 2024 |
| MORGAN STANLEY | 0.02% | - | 1,441 | - | - | 20,174 | Jun 30, 2024 |
| IFP ADVISORS, INC | 0.00% | - | 11 | - | - | 154 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.00% | - | 319 | - | - | 4,466 | Jun 30, 2024 |
| STATE STREET CORP | 0.24% | - | 16,232 | - | - | 227,248,000 | Jun 30, 2024 |
| PNC FINANCIAL SERVICES GROUP, INC. | 0.03% | - | 1,900 | - | - | 26,600 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.09% | - | 6,300 | - | - | 88,000 | Jun 30, 2024 |
As of Jun 30 2024, SB Financial Group's largest institutional buyer is ALLIANCEBERNSTEIN L.P.. The company purchased 12.02K stocks of SBFG, valued at $8.26M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | 0.16% | 0.00% | 10,584 | -2,610 | -19.78% | 148,176 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.27% | - | 18,045 | -480 | -2.59% | 252,630,000 | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 7.22% | 0.01% | 484,638 | -373 | -0.08% | 6,784,932 | Jun 30, 2024 |
| PINNACLE HOLDINGS, LLC | 2.34% | 0.90% | 157,393 | -312 | -0.20% | 2,203,501 | Jun 30, 2024 |
| BLACKROCK INC. | 0.85% | - | 57,133 | -82 | -0.14% | 799,862 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.03% | - | 2,196 | -53 | -2.36% | 30,745 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.36% | 0.00% | 158,308 | -32 | -0.02% | 2,216,310 | Jun 30, 2024 |
| STRATEGIC VALUE BANK PARTNERS LLC | 5.25% | 3.27% | 352,815 | - | - | 4,939,410 | Jun 30, 2024 |
| PETIOLE USA LTD | 3.96% | 3.12% | 265,710 | - | - | 3,719,940 | Jun 30, 2024 |
| FJ CAPITAL MANAGEMENT LLC | 5.56% | 0.55% | 373,521 | - | - | 5,229,294 | Jun 30, 2024 |
| PL CAPITAL ADVISORS, LLC | 0.42% | 0.16% | 28,159 | - | - | 394,226 | Jun 30, 2024 |
| GENDELL JEFFREY L | 0.73% | 0.02% | 48,823 | - | - | 683,522 | Jun 30, 2024 |
| SJS INVESTMENT CONSULTING INC. | 0.06% | 0.01% | 3,793 | - | - | 53,102 | Jun 30, 2024 |
| FIRST MANHATTAN CO. LLC. | 0.53% | 0.00% | 35,627 | - | - | 498,778 | Jun 30, 2024 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 0.01% | 0.00% | 705 | - | - | 9,870 | Jun 30, 2024 |
| HUNTINGTON NATIONAL BANK | 0.12% | 0.00% | 7,977 | - | - | 111,678 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.04% | 0.00% | 2,437 | - | - | 34,000 | Jun 30, 2024 |
| VANGUARD GROUP INC | 1.52% | - | 101,918 | - | - | 1,426,852 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.09% | - | 6,300 | - | - | 88,000 | Jun 30, 2024 |
| PNC FINANCIAL SERVICES GROUP, INC. | 0.03% | - | 1,900 | - | - | 26,600 | Jun 30, 2024 |
As of Jun 30 2024, SB Financial Group's biggest institutional seller is MILLENNIUM MANAGEMENT LLC. The company sold -2.61K shares of SBFG, valued at $148.18K.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PRINCETON CAPITAL MANAGEMENT LLC | 0.15% | 0.05% | 10,408 | 10,408 | 100.00% | 145,712 | Jun 30, 2024 |
| UBS GROUP AG | 0.06% | - | 3,948 | 3,948 | 100.00% | 55,272 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.01% | 0.00% | 395 | 395 | 100.00% | 5,530 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.00% | - | 56 | 56 | 100.00% | 784 | Jun 30, 2024 |
SB Financial Group's largest new institutional shareholder by number of shares is PRINCETON CAPITAL MANAGEMENT LLC, purchased 10.41K shares, valued at $145.71K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|
SB Financial Group Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| JOHN HANCOCK INVESTMENT TRUST II | 0.46% | 194,301 | - | - | Jan 31, 2024 |
| JOHN HANCOCK INVESTMENT TRUST II | 0.29% | 124,900 | - | - | Jan 31, 2024 |
| JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | 0.19% | 257,156 | - | - | Mar 31, 2024 |
| JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | 0.18% | 250,000 | - | - | Mar 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.01% | 35,490 | - | - | Mar 28, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 1,190 | - | - | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 10,278 | - | - | Mar 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 3,923 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.00% | 376 | - | - | Mar 31, 2024 |
| UNIFIED SERIES TRUST | 0.00% | 6,700 | - | - | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 62,648 | 4,315 | 7.40% | Feb 29, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 99,089 | -99,089 | -50.00% | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 627 | - | - | Mar 31, 2024 |
| GPS Funds I | 0.00% | 792 | - | - | Mar 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 59 | - | - | Apr 30, 2021 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 112,241 | 4,818 | 4.49% | Jan 31, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 920 | - | - | Mar 28, 2024 |
| DIMENSIONAL INVESTMENT GROUP INC | 0.00% | 1,184 | - | - | Jan 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 3,301 | - | - | Jan 31, 2024 |
| Meeder Funds | 0.00% | 318 | - | - | Mar 31, 2024 |
| RBC FUNDS TRUST | 0.00% | 6,300 | - | - | Mar 28, 2024 |
| Dimensional ETF Trust | 0.00% | 19,288 | 3,610 | 23.03% | Jan 31, 2024 |
| NORTHERN LIGHTS FUND TRUST II | 0.00% | 394 | - | - | Mar 31, 2024 |
| NORTHERN FUNDS | 0.00% | 4,065 | - | - | Mar 28, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 1,300 | - | - | Mar 31, 2024 |
| PGIM ETF TRUST | 0.00% | 930 | - | - | Feb 29, 2024 |
| ProFunds | 0.00% | 147 | - | - | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 373 | - | - | Mar 31, 2024 |
| VALIC Co I | 0.00% | 3,225 | - | - | Feb 29, 2024 |
| FIDELITY SALEM STREET TRUST | 0.00% | 44,026 | - | - | Mar 31, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 579 | - | - | Dec 31, 2023 |
| PENN SERIES FUNDS INC | 0.00% | 300 | - | - | Mar 28, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 19,459 | - | - | Feb 29, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 9,707 | - | - | Mar 31, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 1,216 | - | - | Mar 31, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 1,044 | - | - | Jan 31, 2024 |
| DFA INVESTMENT TRUST CO | 0.00% | 1,128 | - | - | Jan 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 473 | - | - | Feb 29, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 991 | - | - | Feb 29, 2024 |
| WILSHIRE MUTUAL FUNDS INC | 0.00% | 1,360 | - | - | Dec 31, 2023 |
| WisdomTree Trust | 0.00% | 8,332 | - | - | Feb 29, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 398 | - | - | Feb 29, 2024 |
| TIAA-CREF FUNDS | 0.00% | 11,319 | - | - | Mar 31, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 719 | - | - | Jan 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 62 | - | - | Feb 29, 2024 |
| Janus Detroit Street Trust | 0.00% | 389 | - | - | Jan 31, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 735 | - | - | Mar 31, 2024 |
| PACIFIC SELECT FUND | 0.00% | 5,404 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 134 | - | - | Feb 29, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 2,575 | - | - | Mar 31, 2024 |
| SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 2,604 | - | - | Dec 31, 2023 |
| EQ ADVISORS TRUST | 0.00% | 1,019 | -129 | -11.24% | Mar 31, 2024 |
| MASSMUTUAL SELECT FUNDS | 0.00% | 888 | - | - | Dec 31, 2023 |
| iSHARES TRUST | 0.00% | 13,824 | -364 | -2.57% | Mar 31, 2024 |
| Bridge Builder Trust | 0.00% | 2,726 | - | - | Mar 31, 2024 |
| BlackRock Variable Series Funds, Inc. | 0.00% | 817 | - | - | Mar 31, 2024 |
| John Hancock Funds II | 0.00% | 1,625 | - | - | Feb 29, 2024 |
SB Financial Group's largest mutual fund holder by % of total assets is "JOHN HANCOCK INVESTMENT TRUST II", owning 194.30K shares, compromising 0.46% of its total assets.
SB Financial Group Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 32 | -8.57% |
| 31 Mar, 24 | 35 | -5.41% |
| 31 Dec, 23 | 37 | - |
| 30 Sep, 23 | 37 | - |
| 30 Jun, 23 | 37 | -7.50% |
| 31 Mar, 23 | 40 | 8.11% |
| 31 Dec, 22 | 37 | 5.71% |
| 30 Sep, 22 | 35 | 6.06% |
| 30 Jun, 22 | 33 | -5.71% |
| 31 Mar, 22 | 35 | -2.78% |
| 31 Dec, 21 | 36 | -2.70% |
| 30 Sep, 21 | 37 | -11.90% |
| 30 Jun, 21 | 42 | -16.00% |
| 31 Mar, 21 | 50 | 8.70% |
| 31 Dec, 20 | 46 | -4.17% |
| 30 Sep, 20 | 48 | -5.88% |
| 30 Jun, 20 | 51 | 41.67% |
| 31 Mar, 20 | 36 | -2.70% |
| 31 Dec, 19 | 37 | - |
| 30 Sep, 19 | 37 | 2.78% |
| 30 Jun, 19 | 36 | 2.86% |
| 31 Mar, 19 | 35 | -2.78% |
| 31 Dec, 18 | 36 | -5.26% |
| 30 Sep, 18 | 38 | - |
| 30 Jun, 18 | 38 | 15.15% |
| 31 Mar, 18 | 33 | 37.50% |
| 31 Dec, 17 | 24 | 4.35% |
| 30 Sep, 17 | 23 | - |
| 30 Jun, 17 | 23 | - |
| 31 Mar, 17 | 23 | 4.55% |
| 31 Dec, 16 | 22 | - |
| 30 Sep, 16 | 22 | 4.76% |
| 30 Jun, 16 | 21 | 5.00% |
| 31 Mar, 16 | 20 | 11.11% |
| 31 Dec, 15 | 18 | 12.50% |
| 30 Sep, 15 | 16 | -5.88% |
| 30 Jun, 15 | 17 | 6.25% |
| 31 Mar, 15 | 16 | - |
| 31 Dec, 14 | 16 | 6.67% |
| 30 Sep, 14 | 15 | - |
| 30 Jun, 14 | 15 | 25.00% |
| 31 Mar, 14 | 12 | -20.00% |
| 31 Dec, 13 | 15 | - |
| 30 Sep, 13 | 15 | 7.14% |
| 30 Jun, 13 | 14 | - |
As of 30 Jun 24, 32 institutions are holding SB Financial Group's shares, representing a decrease of -8.57% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 2,336,864 | -29.79% |
| 31 Mar, 24 | 3,328,379 | -0.42% |
| 31 Dec, 23 | 3,342,401 | 0.04% |
| 30 Sep, 23 | 3,341,142 | -1.57% |
| 30 Jun, 23 | 3,394,374 | -0.03% |
| 31 Mar, 23 | 3,395,370 | -1.81% |
| 31 Dec, 22 | 3,457,900 | -0.27% |
| 30 Sep, 22 | 3,467,340 | 0.05% |
| 30 Jun, 22 | 3,465,437 | -0.22% |
| 31 Mar, 22 | 3,473,166 | -0.15% |
| 31 Dec, 21 | 3,478,370 | 14.57% |
| 30 Sep, 21 | 3,036,108 | -0.20% |
| 30 Jun, 21 | 3,042,073 | -16.33% |
| 31 Mar, 21 | 3,635,812 | 2.14% |
| 31 Dec, 20 | 3,559,513 | -6.72% |
| 30 Sep, 20 | 3,815,951 | -1.81% |
| 30 Jun, 20 | 3,886,339 | 8.51% |
| 31 Mar, 20 | 3,581,597 | 2.01% |
| 31 Dec, 19 | 3,510,869 | 26.07% |
| 30 Sep, 19 | 2,784,785 | -8.64% |
| 30 Jun, 19 | 3,047,983 | -0.54% |
| 31 Mar, 19 | 3,064,405 | 0.34% |
| 31 Dec, 18 | 3,053,978 | 4.67% |
| 30 Sep, 18 | 2,917,728 | 1.49% |
| 30 Jun, 18 | 2,874,860 | 6.56% |
| 31 Mar, 18 | 2,697,837 | 167.80% |
| 31 Dec, 17 | 1,007,408 | -4.58% |
| 30 Sep, 17 | 1,055,731 | 2.32% |
| 30 Jun, 17 | 1,031,822 | 1.71% |
| 31 Mar, 17 | 1,014,484 | 3.45% |
| 31 Dec, 16 | 980,665 | 15.22% |
| 30 Sep, 16 | 851,136 | -0.05% |
| 30 Jun, 16 | 851,531 | 3.45% |
| 31 Mar, 16 | 823,152 | 15.08% |
| 31 Dec, 15 | 715,273 | 6.13% |
| 30 Sep, 15 | 673,991 | -4.10% |
| 30 Jun, 15 | 702,811 | 4.89% |
| 31 Mar, 15 | 670,066 | 3.03% |
| 31 Dec, 14 | 650,345 | 2.96% |
| 30 Sep, 14 | 631,671 | 7.93% |
| 30 Jun, 14 | 585,251 | 7.92% |
| 31 Mar, 14 | 542,325 | -4.14% |
| 31 Dec, 13 | 565,774 | 69.38% |
| 30 Sep, 13 | 334,020 | 10.27% |
| 30 Jun, 13 | 302,918 | - |
SB Financial Group (SBFG) has 2.34M shares outstanding as of 30 Jun 24, down -29.79% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 34.80% | 1.43% |
| 31 Mar, 24 | 49.32% | 2.04% |
| 31 Dec, 23 | 49.22% | 2.07% |
| 30 Sep, 23 | 48.80% | 2.04% |
| 30 Jun, 23 | 48.96% | 2.04% |
| 31 Mar, 23 | 48.97% | 2.01% |
| 31 Dec, 22 | 49.36% | 1.99% |
| 30 Sep, 22 | 49.76% | 2.07% |
| 30 Jun, 22 | 48.98% | 2.01% |
| 31 Mar, 22 | 49.37% | 1.95% |
| 31 Dec, 21 | 50.37% | 2.65% |
| 30 Sep, 21 | 43.58% | 2.41% |
| 30 Jun, 21 | 42.56% | 1.72% |
| 31 Mar, 21 | 49.69% | 2.27% |
| 31 Dec, 20 | 46.79% | 1.86% |
| 30 Sep, 20 | 50.16% | 1.97% |
| 30 Jun, 20 | 50.42% | 2.36% |
| 31 Mar, 20 | 46.18% | 1.56% |
| 31 Dec, 19 | 54.47% | 2.87% |
| 30 Sep, 19 | 43.53% | 1.95% |
| 30 Jun, 19 | 47.23% | 2.11% |
| 31 Mar, 19 | 47.28% | 1.95% |
| 31 Dec, 18 | 49.27% | 2.45% |
| 30 Sep, 18 | 44.87% | 2.29% |
| 30 Jun, 18 | 44.30% | 1.85% |
| 31 Mar, 18 | 48.88% | 11.18% |
| 31 Dec, 17 | 20.91% | 4.32% |
| 30 Sep, 17 | 22.01% | 4.82% |
| 30 Jun, 17 | 21.38% | 4.90% |
| 31 Mar, 17 | 20.88% | 5.10% |
| 31 Dec, 16 | 20.24% | 7.32% |
| 30 Sep, 16 | 16.63% | 5.49% |
| 30 Jun, 16 | 17.40% | 6.16% |
| 31 Mar, 16 | 16.81% | 7.86% |
| 31 Dec, 15 | 14.63% | 7.68% |
| 30 Sep, 15 | 13.80% | 6.66% |
| 30 Jun, 15 | 14.39% | 7.63% |
| 31 Mar, 15 | 13.73% | 7.71% |
| 31 Dec, 14 | 13.34% | 7.95% |
| 30 Sep, 14 | 12.96% | 8.99% |
| 30 Jun, 14 | 12.01% | 9.69% |
| 31 Mar, 14 | 11.13% | 8.24% |
| 31 Dec, 13 | 11.63% | 24.69% |
| 30 Sep, 13 | 6.86% | 17.71% |
| 30 Jun, 13 | 6.23% | - |
As of 30 Jun 24, SB Financial Group is held by 34.80% institutional shareholders, representing a 1.43% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 10 | 11.11% |
| 31 Mar, 24 | 9 | -35.71% |
| 31 Dec, 23 | 14 | 7.69% |
| 30 Sep, 23 | 13 | 18.18% |
| 30 Jun, 23 | 11 | -35.29% |
| 31 Mar, 23 | 17 | 13.33% |
| 31 Dec, 22 | 15 | 7.14% |
| 30 Sep, 22 | 14 | 16.67% |
| 30 Jun, 22 | 12 | -60.00% |
| 31 Mar, 22 | 30 | 130.77% |
| 31 Dec, 21 | 13 | -7.14% |
| 30 Sep, 21 | 14 | -12.50% |
| 30 Jun, 21 | 16 | -27.27% |
| 31 Mar, 21 | 22 | 10.00% |
| 31 Dec, 20 | 20 | 66.67% |
| 30 Sep, 20 | 12 | -60.00% |
| 30 Jun, 20 | 30 | 100.00% |
| 31 Mar, 20 | 15 | -25.00% |
| 31 Dec, 19 | 20 | 81.82% |
| 30 Sep, 19 | 11 | -38.89% |
| 30 Jun, 19 | 18 | 38.46% |
| 31 Mar, 19 | 13 | - |
| 31 Dec, 18 | 13 | -23.53% |
| 30 Sep, 18 | 17 | -15.00% |
| 30 Jun, 18 | 20 | -13.04% |
| 31 Mar, 18 | 23 | 109.09% |
| 31 Dec, 17 | 11 | 57.14% |
| 30 Sep, 17 | 7 | -22.22% |
| 30 Jun, 17 | 9 | -10.00% |
| 31 Mar, 17 | 10 | 11.11% |
| 31 Dec, 16 | 9 | 28.57% |
| 30 Sep, 16 | 7 | -30.00% |
| 30 Jun, 16 | 10 | - |
| 31 Mar, 16 | 10 | 42.86% |
| 31 Dec, 15 | 7 | 40.00% |
| 30 Sep, 15 | 5 | -28.57% |
| 30 Jun, 15 | 7 | 75.00% |
| 31 Mar, 15 | 4 | -33.33% |
| 31 Dec, 14 | 6 | 20.00% |
| 30 Sep, 14 | 5 | - |
| 30 Jun, 14 | 5 | 150.00% |
| 31 Mar, 14 | 2 | -77.78% |
| 31 Dec, 13 | 9 | 50.00% |
| 30 Sep, 13 | 6 | -57.14% |
| 30 Jun, 13 | 14 | - |
10 institutional shareholders have increased their position in SBFG stock as of 30 Jun 24 compared to 9 in the previous quarter (a 11.11% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 6 | - |
| 31 Mar, 24 | 6 | -25.00% |
| 31 Dec, 23 | 8 | - |
| 30 Sep, 23 | 8 | -11.11% |
| 30 Jun, 23 | 9 | 12.50% |
| 31 Mar, 23 | 8 | -27.27% |
| 31 Dec, 22 | 11 | 37.50% |
| 30 Sep, 22 | 8 | - |
| 30 Jun, 22 | 8 | 100.00% |
| 31 Mar, 22 | 4 | -63.64% |
| 31 Dec, 21 | 11 | -8.33% |
| 30 Sep, 21 | 12 | -29.41% |
| 30 Jun, 21 | 17 | - |
| 31 Mar, 21 | 17 | 6.25% |
| 31 Dec, 20 | 16 | -15.79% |
| 30 Sep, 20 | 19 | 111.11% |
| 30 Jun, 20 | 9 | -10.00% |
| 31 Mar, 20 | 10 | 100.00% |
| 31 Dec, 19 | 5 | -44.44% |
| 30 Sep, 19 | 9 | - |
| 30 Jun, 19 | 9 | 28.57% |
| 31 Mar, 19 | 7 | -22.22% |
| 31 Dec, 18 | 9 | 28.57% |
| 30 Sep, 18 | 7 | 40.00% |
| 30 Jun, 18 | 5 | 25.00% |
| 31 Mar, 18 | 4 | - |
| 31 Dec, 17 | 4 | -20.00% |
| 30 Sep, 17 | 5 | - |
| 30 Jun, 17 | 5 | 25.00% |
| 31 Mar, 17 | 4 | - |
| 31 Dec, 16 | - | -100.00% |
| 30 Sep, 16 | 4 | 33.33% |
| 30 Jun, 16 | 3 | 200.00% |
| 31 Mar, 16 | 1 | -66.67% |
| 31 Dec, 15 | 3 | -25.00% |
| 30 Sep, 15 | 4 | - |
| 30 Jun, 15 | - | -100.00% |
| 31 Mar, 15 | 3 | - |
| 31 Dec, 14 | 3 | 50.00% |
| 30 Sep, 14 | 2 | -60.00% |
| 30 Jun, 14 | 5 | 25.00% |
| 31 Mar, 14 | 4 | - |
| 31 Dec, 13 | - | -100.00% |
| 30 Sep, 13 | 4 | - |
| 30 Jun, 13 | - | - |
6 institutional shareholders have reduced their position in SBFG stock as of 30 Jun 24 compared to 6 in the previous quarter (a 0.00% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 32 | -8.57% | 2,336,864 | -29.79% | 34.80% | 1.43% | 10 | 11.11% | 6 | - |
| 31 Mar, 24 | 35 | -5.41% | 3,328,379 | -0.42% | 49.32% | 2.04% | 9 | -35.71% | 6 | -25.00% |
| 31 Dec, 23 | 37 | - | 3,342,401 | 0.04% | 49.22% | 2.07% | 14 | 7.69% | 8 | - |
| 30 Sep, 23 | 37 | - | 3,341,142 | -1.57% | 48.80% | 2.04% | 13 | 18.18% | 8 | -11.11% |
| 30 Jun, 23 | 37 | -7.50% | 3,394,374 | -0.03% | 48.96% | 2.04% | 11 | -35.29% | 9 | 12.50% |
| 31 Mar, 23 | 40 | 8.11% | 3,395,370 | -1.81% | 48.97% | 2.01% | 17 | 13.33% | 8 | -27.27% |
| 31 Dec, 22 | 37 | 5.71% | 3,457,900 | -0.27% | 49.36% | 1.99% | 15 | 7.14% | 11 | 37.50% |
| 30 Sep, 22 | 35 | 6.06% | 3,467,340 | 0.05% | 49.76% | 2.07% | 14 | 16.67% | 8 | - |
| 30 Jun, 22 | 33 | -5.71% | 3,465,437 | -0.22% | 48.98% | 2.01% | 12 | -60.00% | 8 | 100.00% |
| 31 Mar, 22 | 35 | -2.78% | 3,473,166 | -0.15% | 49.37% | 1.95% | 30 | 130.77% | 4 | -63.64% |
| 31 Dec, 21 | 36 | -2.70% | 3,478,370 | 14.57% | 50.37% | 2.65% | 13 | -7.14% | 11 | -8.33% |
| 30 Sep, 21 | 37 | -11.90% | 3,036,108 | -0.20% | 43.58% | 2.41% | 14 | -12.50% | 12 | -29.41% |
| 30 Jun, 21 | 42 | -16.00% | 3,042,073 | -16.33% | 42.56% | 1.72% | 16 | -27.27% | 17 | - |
| 31 Mar, 21 | 50 | 8.70% | 3,635,812 | 2.14% | 49.69% | 2.27% | 22 | 10.00% | 17 | 6.25% |
| 31 Dec, 20 | 46 | -4.17% | 3,559,513 | -6.72% | 46.79% | 1.86% | 20 | 66.67% | 16 | -15.79% |
| 30 Sep, 20 | 48 | -5.88% | 3,815,951 | -1.81% | 50.16% | 1.97% | 12 | -60.00% | 19 | 111.11% |
| 30 Jun, 20 | 51 | 41.67% | 3,886,339 | 8.51% | 50.42% | 2.36% | 30 | 100.00% | 9 | -10.00% |
| 31 Mar, 20 | 36 | -2.70% | 3,581,597 | 2.01% | 46.18% | 1.56% | 15 | -25.00% | 10 | 100.00% |
| 31 Dec, 19 | 37 | - | 3,510,869 | 26.07% | 54.47% | 2.87% | 20 | 81.82% | 5 | -44.44% |
| 30 Sep, 19 | 37 | 2.78% | 2,784,785 | -8.64% | 43.53% | 1.95% | 11 | -38.89% | 9 | - |
| 30 Jun, 19 | 36 | 2.86% | 3,047,983 | -0.54% | 47.23% | 2.11% | 18 | 38.46% | 9 | 28.57% |
| 31 Mar, 19 | 35 | -2.78% | 3,064,405 | 0.34% | 47.28% | 1.95% | 13 | - | 7 | -22.22% |
| 31 Dec, 18 | 36 | -5.26% | 3,053,978 | 4.67% | 49.27% | 2.45% | 13 | -23.53% | 9 | 28.57% |
| 30 Sep, 18 | 38 | - | 2,917,728 | 1.49% | 44.87% | 2.29% | 17 | -15.00% | 7 | 40.00% |
| 30 Jun, 18 | 38 | 15.15% | 2,874,860 | 6.56% | 44.30% | 1.85% | 20 | -13.04% | 5 | 25.00% |
| 31 Mar, 18 | 33 | 37.50% | 2,697,837 | 167.80% | 48.88% | 11.18% | 23 | 109.09% | 4 | - |
| 31 Dec, 17 | 24 | 4.35% | 1,007,408 | -4.58% | 20.91% | 4.32% | 11 | 57.14% | 4 | -20.00% |
| 30 Sep, 17 | 23 | - | 1,055,731 | 2.32% | 22.01% | 4.82% | 7 | -22.22% | 5 | - |
| 30 Jun, 17 | 23 | - | 1,031,822 | 1.71% | 21.38% | 4.90% | 9 | -10.00% | 5 | 25.00% |
| 31 Mar, 17 | 23 | 4.55% | 1,014,484 | 3.45% | 20.88% | 5.10% | 10 | 11.11% | 4 | - |
| 31 Dec, 16 | 22 | - | 980,665 | 15.22% | 20.24% | 7.32% | 9 | 28.57% | - | -100.00% |
| 30 Sep, 16 | 22 | 4.76% | 851,136 | -0.05% | 16.63% | 5.49% | 7 | -30.00% | 4 | 33.33% |
| 30 Jun, 16 | 21 | 5.00% | 851,531 | 3.45% | 17.40% | 6.16% | 10 | - | 3 | 200.00% |
| 31 Mar, 16 | 20 | 11.11% | 823,152 | 15.08% | 16.81% | 7.86% | 10 | 42.86% | 1 | -66.67% |
| 31 Dec, 15 | 18 | 12.50% | 715,273 | 6.13% | 14.63% | 7.68% | 7 | 40.00% | 3 | -25.00% |
| 30 Sep, 15 | 16 | -5.88% | 673,991 | -4.10% | 13.80% | 6.66% | 5 | -28.57% | 4 | - |
| 30 Jun, 15 | 17 | 6.25% | 702,811 | 4.89% | 14.39% | 7.63% | 7 | 75.00% | - | -100.00% |
| 31 Mar, 15 | 16 | - | 670,066 | 3.03% | 13.73% | 7.71% | 4 | -33.33% | 3 | - |
| 31 Dec, 14 | 16 | 6.67% | 650,345 | 2.96% | 13.34% | 7.95% | 6 | 20.00% | 3 | 50.00% |
| 30 Sep, 14 | 15 | - | 631,671 | 7.93% | 12.96% | 8.99% | 5 | - | 2 | -60.00% |
| 30 Jun, 14 | 15 | 25.00% | 585,251 | 7.92% | 12.01% | 9.69% | 5 | 150.00% | 5 | 25.00% |
| 31 Mar, 14 | 12 | -20.00% | 542,325 | -4.14% | 11.13% | 8.24% | 2 | -77.78% | 4 | - |
| 31 Dec, 13 | 15 | - | 565,774 | 69.38% | 11.63% | 24.69% | 9 | 50.00% | - | -100.00% |
| 30 Sep, 13 | 15 | 7.14% | 334,020 | 10.27% | 6.86% | 17.71% | 6 | -57.14% | 4 | - |
| 30 Jun, 13 | 14 | - | 302,918 | - | 6.23% | - | 14 | - | - | - |
SB Financial Group Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of SB Financial Group's stock was made by HARDGROVE RICHARD L on Aug 16 2024, selling 2,859 shares at $15.46 per share (valued at $44.20K). The last insider buy of SBFG was made by KLEIN MARK A on Mar 04 2024, buying 131 shares at $13.90 per share (worth $1.82K).
SB Financial Group Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 1 | - |
| Q2 2024 | 1 | - | - |
| Q1 2024 | 16 | 5 | 320.00% |
| Q4 2023 | - | 1 | - |
| Q2 2023 | 5 | - | - |
| Q1 2023 | 20 | - | - |
| Q3 2022 | 10 | - | - |
| Q2 2022 | - | 3 | - |
| Q1 2022 | - | 1 | - |
| Q4 2021 | - | 2 | - |
| Q3 2021 | 8 | 1 | 800.00% |
| Q2 2021 | - | 1 | - |
| Q1 2021 | - | - | - |
| Q3 2020 | 5 | - | - |
| Q2 2020 | 1 | - | - |
| Q1 2020 | 31 | - | - |
| Q4 2019 | 13 | 11 | 118.18% |
| Q3 2019 | 4 | 2 | 200.00% |
| Q2 2019 | 6 | - | - |
| Q4 2018 | 2 | - | - |
0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by SB Financial Group's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 1 | - |
| Q2 2024 | - | 1 | - |
| Q1 2024 | 2 | - | - |
| Q4 2023 | - | - | - |
| Q2 2023 | 5 | - | - |
| Q1 2023 | 6 | - | - |
| Q3 2022 | 1 | - | - |
| Q2 2022 | - | 3 | - |
| Q1 2022 | - | 1 | - |
| Q4 2021 | - | - | - |
| Q3 2021 | - | - | - |
| Q2 2021 | - | - | - |
| Q1 2021 | - | - | - |
| Q3 2020 | 5 | - | - |
| Q2 2020 | 1 | - | - |
| Q1 2020 | 10 | - | - |
| Q4 2019 | - | - | - |
| Q3 2019 | 4 | - | - |
| Q2 2019 | 6 | - | - |
| Q4 2018 | 2 | - | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of SB Financial Group's stocks.
SB Financial Group Peer Ownership
| Ticker | Company |
|---|---|
| OFED | Oconee Federal Financial Corp. |
| LSBK | Lake Shore Bancorp, Inc. |
| SFBC | Sound Financial Bancorp, Inc. |
| FNWD | Finward Bancorp |
| CWBC | Community West Bancshares |
| HMNF | HMN Financial, Inc. |
| HVBC | HV Bancorp, Inc. |
| NKSH | National Bankshares, Inc. |
| HFBL | Home Federal Bancorp, Inc. of Louisiana |
| FRAF | Franklin Financial Services Corporation |
SBFG Ownership FAQ
Who Owns SB Financial Group?
SB Financial Group is owned by institutional shareholders (34.80%), insiders (10.32%), and public (54.88%). The largest institutional shareholder of SB Financial Group is ALLIANCEBERNSTEIN L.P. (8.79% of total shares) and the top mutual fund owner is JOHN HANCOCK INVESTMENT TRUST II (0.46% of total shares).
Who are the major institutional shareholders of SB Financial Group?
SB Financial Group's major institutional shareholders are ALLIANCEBERNSTEIN L.P., MANUFACTURERS LIFE INSURANCE COMPANY, THE, CUTLER CAPITAL MANAGEMENT, LLC, FJ CAPITAL MANAGEMENT LLC, and STRATEGIC VALUE BANK PARTNERS LLC. The top five shareholders own together 32.83% of the company's share outstanding.
How many SB Financial Group shareholders are there?
As of Jun 2024, there are 32 institutional shareholders of SB Financial Group.
What percentage of SB Financial Group is owned by ALLIANCEBERNSTEIN L.P?
ALLIANCEBERNSTEIN L.P owns 590.1K shares of SB Financial Group, representing 8.79% of the company's total shares outstanding, valued at $8.26M (as of Jun 2024).
What percentage of SB Financial Group is owned by MANUFACTURERS LIFE INSURANCE COMPANY, THE?
As of Jun 2024, MANUFACTURERS LIFE INSURANCE COMPANY, THE holds 484.64K shares of SB Financial Group (SBFG), compromising 7.22% of the company, valued at $6.78M.
What percentage of SB Financial Group is owned by CUTLER CAPITAL MANAGEMENT, LLC?
CUTLER CAPITAL MANAGEMENT, LLC is the third largest holder of SB Financial Group. The company owns 403.38K of the company's shares outstanding (worth $5.65M).