Siebert Financial Ownership | Who Owns Siebert Financial?
Siebert Financial Ownership Summary
Siebert Financial is owned by 1.83% institutional investors, and 98.17% retail investors. Financial management professionals is the largest institutional shareholder, holding 0% of SIEB shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 0.50% of its assets in Siebert Financial shares.
SIEB Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Siebert Financial | 1.83% | - | 98.17% |
Sector | Financial Services Stocks | 43.07% | 12.53% | 44.40% |
Industry | Capital Markets Stocks | 43.42% | 14.01% | 42.57% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Financial management professionals | - | - | - |
Salomon & ludwin | - | - | - |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Financial management professionals | - | - | - |
Salomon & ludwin | - | - | - |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Salomon & ludwin | - | - | -33.00 |
Financial management professionals | - | - | -327.00 |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Financial management professionals | - | - | -327.00 |
Salomon & ludwin | - | - | -33.00 |
Sold Out
Holder | Change |
---|---|
Salomon & ludwin | -33.00 |
Financial management professionals | -327.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Mar 31, 2024 | 43 | -2.27% | 727,888 | -94.05% | 1 | 0.19% | 15 | 25.00% | 13 | -13.33% |
Dec 31, 2023 | 44 | -8.33% | 12,233,780 | -3.61% | 30 | 2.54% | 12 | -75.00% | 15 | - |
Sep 30, 2023 | 48 | - | 12,692,385 | - | 34 | - | 48 | - | - | - |
Mar 31, 2023 | 1 | - | 76,969 | -5.73% | - | 373.12% | - | -100.00% | 1 | - |
Dec 31, 2022 | 1 | - | 81,648 | 2.95% | - | 420.68% | 1 | - | - | - |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | 202.27K | 0.50% | - |
Vanguard Institutional Extnd Mkt Idx Tr | 150.41K | 0.37% | - |
Fidelity Extended Market Index | 116.05K | 0.29% | 34.51K |
Auer Growth | 70.00K | 0.17% | - |
Fidelity Total Market Index | 38.90K | 0.10% | 29.95K |
iShares Micro-Cap ETF | 32.94K | 0.08% | - |
Fidelity Series Total Market Index | 26.59K | 0.07% | 19.21K |
Fidelity Nasdaq Composite Index | 14.08K | 0.04% | - |
SSgA U.S. Extended Market Index Class I | 13.40K | 0.03% | - |
BlackRock Extended Equity Market K | 9.64K | 0.02% | -4.00 |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Apr 10, 2023 | Gebbia John M. | - | Sell | $185.00K |
Apr 10, 2023 | Gebbia John M. | - | Sell | $185.00K |
Apr 16, 2020 | Gebbia Richard | - | Sell | $4.19M |
Apr 16, 2020 | Gebbia David | - | Sell | $4.19M |
Apr 16, 2020 | Gebbia John M. | - | Sell | $3.84M |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q2 | - | - |
2024 Q1 | - | - |
2023 Q4 | - | - |
2023 Q2 | - | 2 |
2022 Q4 | - | - |
SIEB Ownership FAQ
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