Community Financial Ownership 2024 | Who Owns Community Financial Now?
Institutional Ownership
42.24%
Insider Ownership
7.57%
Retail Ownership
50.19%
Institutional Holders
51.00
Community Financial Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
FOURTHSTONE LLC | 9.96% | 6.57% | 563,501 | 1,914 | 0.34% | 18,668,788,000 | Mar 31, 2023 |
VANGUARD GROUP INC | 5.11% | 0.00% | 289,262 | 45,728 | 18.78% | 9,583,251,000 | Mar 31, 2023 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4.37% | 0.00% | 247,174 | -5,539 | -2.19% | 8,188,875,000 | Mar 31, 2023 |
BHZ CAPITAL MANAGEMENT, LP | 2.24% | 1.95% | 126,938 | - | - | 4,205,456,000 | Mar 31, 2023 |
DIMENSIONAL FUND ADVISORS LP | 1.97% | 0.00% | 111,434 | 4,631 | 4.34% | 3,692,049,000 | Mar 31, 2023 |
PRIVATE CAPITAL MANAGEMENT, LLC | 1.80% | 0.39% | 101,675 | -481 | -0.47% | 3,368,493,000 | Mar 31, 2023 |
SIENA CAPITAL PARTNERS GP, LLC | 1.27% | 0.86% | 72,041 | - | - | 2,386,718,000 | Mar 31, 2023 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.11% | 0.06% | 62,705 | -1,425 | -2.22% | 2,077,417,000 | Mar 31, 2023 |
MILLENNIUM MANAGEMENT LLC | 0.85% | 0.00% | 48,386 | 17,874 | 58.58% | 1,603,000 | Mar 31, 2023 |
RENAISSANCE TECHNOLOGIES LLC | 0.83% | 0.00% | 47,038 | -2,977 | -5.95% | 1,558,000 | Mar 31, 2023 |
GEODE CAPITAL MANAGEMENT, LLC | 0.82% | 0.00% | 46,251 | - | - | 1,532,295,000 | Mar 31, 2023 |
BLACKROCK INC. | 0.68% | - | 38,445 | -3,152 | -7.58% | 1,273,683,000 | Mar 31, 2023 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0.66% | 0.00% | 37,100 | - | - | 1,229,123,000 | Mar 31, 2023 |
BOOTHBAY FUND MANAGEMENT, LLC | 0.61% | 0.02% | 34,765 | -33 | -0.09% | 1,151,764,000 | Mar 31, 2023 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.54% | 0.00% | 30,312 | 19,788 | 188.03% | 1,004,237,000 | Mar 31, 2023 |
CWM, LLC | 0.53% | 0.01% | 29,742 | - | - | 985,000 | Mar 31, 2023 |
BANC FUNDS CO LLC | 0.47% | 0.09% | 26,732 | - | - | 886,000 | Mar 31, 2023 |
MORGAN STANLEY | 0.36% | 0.00% | 20,232 | 7,163 | 54.81% | 670,286,000 | Mar 31, 2023 |
ALLIANCEBERNSTEIN L.P. | 0.34% | 0.00% | 19,511 | 19,511 | 100.00% | 646,399,000 | Mar 31, 2023 |
NORTHERN TRUST CORP | 0.33% | 0.00% | 18,628 | 497 | 2.74% | 617,146,000 | Mar 31, 2023 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
FOURTHSTONE LLC | 9.96% | 6.57% | 563,501 | 1,914 | 0.34% | 18,668,788,000 | Mar 31, 2023 |
BHZ CAPITAL MANAGEMENT, LP | 2.24% | 1.95% | 126,938 | - | - | 4,205,456,000 | Mar 31, 2023 |
SIENA CAPITAL PARTNERS GP, LLC | 1.27% | 0.86% | 72,041 | - | - | 2,386,718,000 | Mar 31, 2023 |
PRIVATE CAPITAL MANAGEMENT, LLC | 1.80% | 0.39% | 101,675 | -481 | -0.47% | 3,368,493,000 | Mar 31, 2023 |
SALZHAUER MICHAEL | 0.17% | 0.28% | 9,657 | - | - | 319,936,000 | Mar 31, 2023 |
ELCO MANAGEMENT CO., LLC | 0.17% | 0.23% | 9,717 | - | - | 321,924,000 | Mar 31, 2023 |
BANC FUNDS CO LLC | 0.47% | 0.09% | 26,732 | - | - | 886,000 | Mar 31, 2023 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.11% | 0.06% | 62,705 | -1,425 | -2.22% | 2,077,417,000 | Mar 31, 2023 |
DFPG INVESTMENTS, LLC | 0.14% | 0.03% | 8,051 | 8,051 | 100.00% | 266,737,000 | Mar 31, 2023 |
BOOTHBAY FUND MANAGEMENT, LLC | 0.61% | 0.02% | 34,765 | -33 | -0.09% | 1,151,764,000 | Mar 31, 2023 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.31% | 0.01% | 17,605 | -3,395 | -16.17% | 583,254,000 | Mar 31, 2023 |
KENNEDY CAPITAL MANAGEMENT LLC | 0.23% | 0.01% | 13,123 | 8 | 0.06% | 434,765,000 | Mar 31, 2023 |
CWM, LLC | 0.53% | 0.01% | 29,742 | - | - | 985,000 | Mar 31, 2023 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0.66% | 0.00% | 37,100 | - | - | 1,229,123,000 | Mar 31, 2023 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4.37% | 0.00% | 247,174 | -5,539 | -2.19% | 8,188,875,000 | Mar 31, 2023 |
HRT FINANCIAL LP | 0.18% | 0.00% | 10,229 | 10,229 | 100.00% | 338,000 | Mar 31, 2023 |
HERITAGE WEALTH ADVISORS | 0.04% | 0.00% | 2,145 | -1,995 | -48.19% | 71,064,000 | Mar 31, 2023 |
RENAISSANCE TECHNOLOGIES LLC | 0.83% | 0.00% | 47,038 | -2,977 | -5.95% | 1,558,000 | Mar 31, 2023 |
GABELLI FUNDS LLC | 0.12% | 0.00% | 7,000 | 1,000 | 16.67% | 231,910,000 | Mar 31, 2023 |
QUBE RESEARCH & TECHNOLOGIES LTD | 0.18% | 0.00% | 10,229 | 4,385 | 75.03% | 338,887,000 | Mar 31, 2023 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
VANGUARD GROUP INC | 5.11% | 0.00% | 289,262 | 45,728 | 18.78% | 9,583,251,000 | Mar 31, 2023 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.54% | 0.00% | 30,312 | 19,788 | 188.03% | 1,004,237,000 | Mar 31, 2023 |
ALLIANCEBERNSTEIN L.P. | 0.34% | 0.00% | 19,511 | 19,511 | 100.00% | 646,399,000 | Mar 31, 2023 |
MILLENNIUM MANAGEMENT LLC | 0.85% | 0.00% | 48,386 | 17,874 | 58.58% | 1,603,000 | Mar 31, 2023 |
JANE STREET GROUP, LLC | 0.21% | 0.00% | 11,810 | 11,810 | 100.00% | 391,265,000 | Mar 31, 2023 |
HRT FINANCIAL LP | 0.18% | 0.00% | 10,229 | 10,229 | 100.00% | 338,000 | Mar 31, 2023 |
DFPG INVESTMENTS, LLC | 0.14% | 0.03% | 8,051 | 8,051 | 100.00% | 266,737,000 | Mar 31, 2023 |
GOLDMAN SACHS GROUP INC | 0.14% | 0.00% | 7,999 | 7,999 | 100.00% | 265,007,000 | Mar 31, 2023 |
MORGAN STANLEY | 0.36% | 0.00% | 20,232 | 7,163 | 54.81% | 670,286,000 | Mar 31, 2023 |
DIMENSIONAL FUND ADVISORS LP | 1.97% | 0.00% | 111,434 | 4,631 | 4.34% | 3,692,049,000 | Mar 31, 2023 |
QUBE RESEARCH & TECHNOLOGIES LTD | 0.18% | 0.00% | 10,229 | 4,385 | 75.03% | 338,887,000 | Mar 31, 2023 |
JPMORGAN CHASE & CO | 0.06% | - | 3,200 | 3,200 | 100.00% | 106,000,000 | Mar 31, 2023 |
FOURTHSTONE LLC | 9.96% | 6.57% | 563,501 | 1,914 | 0.34% | 18,668,788,000 | Mar 31, 2023 |
BANK OF AMERICA CORP /DE/ | 0.03% | - | 1,429 | 1,225 | 600.49% | 47,343,000 | Mar 31, 2023 |
CAPTRUST FINANCIAL ADVISORS | 0.02% | 0.00% | 1,140 | 1,140 | 100.00% | 37,768,000 | Mar 31, 2023 |
GABELLI FUNDS LLC | 0.12% | 0.00% | 7,000 | 1,000 | 16.67% | 231,910,000 | Mar 31, 2023 |
NORTHERN TRUST CORP | 0.33% | 0.00% | 18,628 | 497 | 2.74% | 617,146,000 | Mar 31, 2023 |
TOWER RESEARCH CAPITAL LLC (TRC) | 0.01% | 0.00% | 453 | 363 | 403.33% | 15,000 | Mar 31, 2023 |
BANK OF NEW YORK MELLON CORP | 0.21% | 0.00% | 11,712 | 70 | 0.60% | 388,004,000 | Mar 31, 2023 |
KENNEDY CAPITAL MANAGEMENT LLC | 0.23% | 0.01% | 13,123 | 8 | 0.06% | 434,765,000 | Mar 31, 2023 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
ACADIAN ASSET MANAGEMENT LLC | - | - | - | -43,724 | -100.00% | - | Mar 31, 2023 |
GLOBEFLEX CAPITAL L P | - | - | - | -9,671 | -100.00% | - | Mar 31, 2023 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4.37% | 0.00% | 247,174 | -5,539 | -2.19% | 8,188,875,000 | Mar 31, 2023 |
JACOBS ASSET MANAGEMENT, LLC | - | - | - | -5,280 | -100.00% | - | Mar 31, 2023 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.31% | 0.01% | 17,605 | -3,395 | -16.17% | 583,254,000 | Mar 31, 2023 |
BLACKROCK INC. | 0.68% | - | 38,445 | -3,152 | -7.58% | 1,273,683,000 | Mar 31, 2023 |
RENAISSANCE TECHNOLOGIES LLC | 0.83% | 0.00% | 47,038 | -2,977 | -5.95% | 1,558,000 | Mar 31, 2023 |
HERITAGE WEALTH ADVISORS | 0.04% | 0.00% | 2,145 | -1,995 | -48.19% | 71,064,000 | Mar 31, 2023 |
LSV ASSET MANAGEMENT | 0.22% | 0.00% | 12,200 | -1,700 | -12.23% | 404,000 | Mar 31, 2023 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.11% | 0.06% | 62,705 | -1,425 | -2.22% | 2,077,417,000 | Mar 31, 2023 |
PRIVATE CAPITAL MANAGEMENT, LLC | 1.80% | 0.39% | 101,675 | -481 | -0.47% | 3,368,493,000 | Mar 31, 2023 |
UBS GROUP AG | 0.00% | - | 223 | -410 | -64.77% | 7,388,000 | Mar 31, 2023 |
IFP ADVISORS, INC | - | - | - | -58 | -100.00% | - | Mar 31, 2023 |
BOOTHBAY FUND MANAGEMENT, LLC | 0.61% | 0.02% | 34,765 | -33 | -0.09% | 1,151,764,000 | Mar 31, 2023 |
ROYAL BANK OF CANADA | 0.01% | - | 753 | -28 | -3.59% | 25,000,000 | Mar 31, 2023 |
ADVISOR GROUP HOLDINGS, INC. | 0.00% | - | 30 | -28 | -48.28% | 994,000 | Mar 31, 2023 |
BHZ CAPITAL MANAGEMENT, LP | 2.24% | 1.95% | 126,938 | - | - | 4,205,456,000 | Mar 31, 2023 |
SIENA CAPITAL PARTNERS GP, LLC | 1.27% | 0.86% | 72,041 | - | - | 2,386,718,000 | Mar 31, 2023 |
SALZHAUER MICHAEL | 0.17% | 0.28% | 9,657 | - | - | 319,936,000 | Mar 31, 2023 |
ELCO MANAGEMENT CO., LLC | 0.17% | 0.23% | 9,717 | - | - | 321,924,000 | Mar 31, 2023 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
ALLIANCEBERNSTEIN L.P. | 0.34% | 0.00% | 19,511 | 19,511 | 100.00% | 646,399,000 | Mar 31, 2023 |
JANE STREET GROUP, LLC | 0.21% | 0.00% | 11,810 | 11,810 | 100.00% | 391,265,000 | Mar 31, 2023 |
HRT FINANCIAL LP | 0.18% | 0.00% | 10,229 | 10,229 | 100.00% | 338,000 | Mar 31, 2023 |
DFPG INVESTMENTS, LLC | 0.14% | 0.03% | 8,051 | 8,051 | 100.00% | 266,737,000 | Mar 31, 2023 |
GOLDMAN SACHS GROUP INC | 0.14% | 0.00% | 7,999 | 7,999 | 100.00% | 265,007,000 | Mar 31, 2023 |
JPMORGAN CHASE & CO | 0.06% | - | 3,200 | 3,200 | 100.00% | 106,000,000 | Mar 31, 2023 |
CAPTRUST FINANCIAL ADVISORS | 0.02% | 0.00% | 1,140 | 1,140 | 100.00% | 37,768,000 | Mar 31, 2023 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
ACADIAN ASSET MANAGEMENT LLC | - | - | - | -43,724 | -100.00% | - | Mar 31, 2023 |
GLOBEFLEX CAPITAL L P | - | - | - | -9,671 | -100.00% | - | Mar 31, 2023 |
JACOBS ASSET MANAGEMENT, LLC | - | - | - | -5,280 | -100.00% | - | Mar 31, 2023 |
IFP ADVISORS, INC | - | - | - | -58 | -100.00% | - | Mar 31, 2023 |
Community Financial Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
JOHN HANCOCK INVESTMENT TRUST II | 0.31% | 129,586 | - | - | Jan 31, 2024 |
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | 0.07% | 89,596 | - | - | Mar 31, 2024 |
Gabelli 787 Fund, Inc. | 0.04% | 3,000 | - | - | Jan 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.01% | 5,921 | - | - | Mar 31, 2024 |
Vericimetry Funds | 0.01% | 550 | - | - | Mar 31, 2024 |
BRIDGEWAY FUNDS INC | 0.01% | 13,700 | - | - | Mar 28, 2024 |
GDL FUND | 0.00% | 2,300 | - | - | Dec 29, 2023 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 788 | - | - | Mar 31, 2024 |
QUANTITATIVE MASTER SERIES LLC | 0.00% | 6,118 | - | - | Mar 31, 2024 |
GABELLI INVESTOR FUNDS INC | 0.00% | 2,300 | - | - | Dec 29, 2023 |
HOTCHKIS & WILEY FUNDS /DE/ | 0.00% | 11,600 | - | - | Mar 31, 2024 |
FundVantage Trust | 0.00% | 13,904 | - | - | Mar 28, 2024 |
TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 153 | - | - | Mar 31, 2024 |
VANGUARD INDEX FUNDS | 0.00% | 259,851 | - | - | Mar 31, 2024 |
FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 2,472 | - | - | Mar 31, 2024 |
FIDELITY CONCORD STREET TRUST | 0.00% | 42,368 | - | - | Feb 29, 2024 |
Calvert Variable Products, Inc. | 0.00% | 424 | - | - | Mar 31, 2024 |
VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 4,110 | - | - | Mar 31, 2024 |
Voya VARIABLE PORTFOLIOS INC | 0.00% | 2,695 | - | - | Mar 31, 2024 |
SunAmerica Specialty Series | 0.00% | 43 | - | - | Apr 30, 2021 |
DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 74,106 | - | - | Jan 31, 2024 |
Meeder Funds | 0.00% | 317 | - | - | Mar 31, 2024 |
Angel Oak Funds Trust | 0.00% | 4,900 | - | - | Jan 31, 2024 |
SCHWAB CAPITAL TRUST | 0.00% | 1,951 | - | - | Feb 29, 2024 |
NORTHERN FUNDS | 0.00% | 5,499 | - | - | Mar 28, 2024 |
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 179 | - | - | Mar 31, 2024 |
Dimensional ETF Trust | 0.00% | 14,707 | - | - | Jan 31, 2024 |
LoCorr Investment Trust | 0.00% | 758 | - | - | Mar 31, 2024 |
DIMENSIONAL INVESTMENT GROUP INC | 0.00% | 408 | - | - | Jan 31, 2024 |
STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 1,600 | - | - | Mar 31, 2024 |
TIAA-CREF LIFE FUNDS | 0.00% | 61 | - | - | Mar 31, 2024 |
NORTHERN LIGHTS FUND TRUST II | 0.00% | 187 | - | - | Mar 31, 2024 |
Goldman Sachs ETF Trust | 0.00% | 1,297 | - | - | Feb 29, 2024 |
AMERICAN CENTURY ETF TRUST | 0.00% | 1,296 | - | - | Feb 29, 2024 |
T. Rowe Price Index Trust, Inc. | 0.00% | 253 | - | - | Feb 29, 2024 |
RYDEX SERIES FUNDS | 0.00% | 47 | - | - | Dec 31, 2023 |
ProFunds | 0.00% | 112 | - | - | Mar 31, 2024 |
iSHARES TRUST | 0.00% | 151,973 | - | - | Mar 31, 2024 |
MAINSTAY VP FUNDS TRUST | 0.00% | 1,100 | - | - | Mar 31, 2024 |
VALIC Co I | 0.00% | 2,470 | - | - | Feb 29, 2024 |
VANGUARD SCOTTSDALE FUNDS | 0.00% | 15,281 | - | - | Feb 29, 2024 |
PGIM ETF TRUST | 0.00% | 485 | - | - | Feb 29, 2024 |
NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 969 | - | - | Mar 31, 2024 |
PENN SERIES FUNDS INC | 0.00% | 200 | - | - | Mar 28, 2024 |
EQ ADVISORS TRUST | 0.00% | 7,331 | - | - | Mar 31, 2024 |
COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 6,371 | - | - | Mar 31, 2024 |
RYDEX DYNAMIC FUNDS | 0.00% | 23 | - | - | Dec 31, 2023 |
ALLSPRING MASTER TRUST | 0.00% | 357 | - | - | Feb 29, 2024 |
Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 1,215 | - | - | Feb 29, 2024 |
NATIONWIDE MUTUAL FUNDS | 0.00% | 714 | - | - | Jan 31, 2024 |
WisdomTree Trust | 0.00% | 8,654 | - | - | Feb 29, 2024 |
MAINSTAY FUNDS TRUST | 0.00% | 800 | - | - | Jan 31, 2024 |
HC CAPITAL TRUST | 0.00% | 121 | - | - | Mar 31, 2024 |
TIAA-CREF FUNDS | 0.00% | 9,336 | - | - | Mar 31, 2024 |
EMPOWER FUNDS, INC. | 0.00% | 3,200 | - | - | Mar 31, 2024 |
DFA INVESTMENT TRUST CO | 0.00% | 408 | - | - | Jan 31, 2024 |
RYDEX VARIABLE TRUST | 0.00% | 3 | - | - | Dec 31, 2023 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 4,982 | - | - | Mar 31, 2024 |
Brighthouse Funds Trust II | 0.00% | 1,775 | - | - | Mar 31, 2024 |
MORGAN STANLEY PATHWAY FUNDS | 0.00% | 155 | - | - | Feb 29, 2024 |
SUNAMERICA SERIES TRUST | 0.00% | 563 | - | - | Mar 31, 2024 |
JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 3,055 | - | - | Mar 31, 2024 |
SEI INSTITUTIONAL INVESTMENTS TRUST | 0.00% | 26,786 | - | - | Feb 29, 2024 |
PRINCIPAL FUNDS, INC. | 0.00% | 6,600 | - | - | Feb 29, 2024 |
FIDELITY SALEM STREET TRUST | 0.00% | 3,739 | - | - | Mar 31, 2024 |
ADVANCED SERIES TRUST | 0.00% | 2,960 | - | - | Mar 28, 2024 |
COLUMBIA FUNDS SERIES TRUST I | 0.00% | 4,100 | - | - | Feb 29, 2024 |
MASSMUTUAL SELECT FUNDS | 0.00% | 651 | - | - | Dec 31, 2023 |
PACIFIC SELECT FUND | 0.00% | 1,624 | - | - | Mar 31, 2024 |
Bridge Builder Trust | 0.00% | 1,792 | - | - | Mar 31, 2024 |
WILSHIRE MUTUAL FUNDS INC | 0.00% | 100 | - | - | Dec 31, 2023 |
SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 664 | - | - | Dec 31, 2023 |
AMERICAN BEACON FUNDS | 0.00% | 622 | - | - | Feb 29, 2024 |
BlackRock Variable Series Funds, Inc. | 0.00% | 641 | - | - | Mar 31, 2024 |
Community Financial Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 23 | 51 | 8.51% |
31 Mar, 23 | 47 | 9.30% |
31 Dec, 22 | 43 | 10.26% |
30 Sep, 22 | 39 | - |
30 Jun, 22 | 39 | -15.22% |
31 Mar, 22 | 46 | -2.13% |
31 Dec, 21 | 47 | -2.08% |
30 Sep, 21 | 48 | -2.04% |
30 Jun, 21 | 49 | 2.08% |
31 Mar, 21 | 48 | 20.00% |
31 Dec, 20 | 40 | - |
30 Sep, 20 | 40 | -11.11% |
30 Jun, 20 | 45 | - |
31 Mar, 20 | 45 | -10.00% |
31 Dec, 19 | 50 | 4.17% |
30 Sep, 19 | 48 | - |
30 Jun, 19 | 48 | 4.35% |
31 Mar, 19 | 46 | 2.22% |
31 Dec, 18 | 45 | -4.26% |
30 Sep, 18 | 47 | -6.00% |
30 Jun, 18 | 50 | 4.17% |
31 Mar, 18 | 48 | 6.67% |
31 Dec, 17 | 45 | 15.38% |
30 Sep, 17 | 39 | 11.43% |
30 Jun, 17 | 35 | 133.33% |
31 Mar, 17 | 15 | 15.38% |
31 Dec, 16 | 13 | - |
30 Sep, 16 | 13 | 8.33% |
30 Jun, 16 | 12 | 9.09% |
31 Mar, 16 | 11 | -8.33% |
31 Dec, 15 | 12 | - |
30 Sep, 15 | 12 | 33.33% |
30 Jun, 15 | 9 | -35.71% |
31 Mar, 15 | 14 | - |
31 Dec, 14 | 14 | 7.69% |
30 Sep, 14 | 13 | - |
30 Jun, 14 | 13 | 18.18% |
31 Mar, 14 | 11 | -21.43% |
31 Dec, 13 | 14 | 1300.00% |
30 Sep, 13 | 1 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 23 | 2,387,302 | 12.06% |
31 Mar, 23 | 2,130,353 | 4.82% |
31 Dec, 22 | 2,032,409 | 0.65% |
30 Sep, 22 | 2,019,334 | -1.85% |
30 Jun, 22 | 2,057,465 | -0.88% |
31 Mar, 22 | 2,075,788 | -2.24% |
31 Dec, 21 | 2,123,251 | 0.88% |
30 Sep, 21 | 2,104,674 | -2.58% |
30 Jun, 21 | 2,160,400 | -7.81% |
31 Mar, 21 | 2,343,455 | 2.32% |
31 Dec, 20 | 2,290,218 | 0.90% |
30 Sep, 20 | 2,269,799 | 0.72% |
30 Jun, 20 | 2,253,555 | 4.35% |
31 Mar, 20 | 2,159,627 | 2.61% |
31 Dec, 19 | 2,104,666 | 17.60% |
30 Sep, 19 | 1,789,744 | 0.81% |
30 Jun, 19 | 1,775,398 | -0.28% |
31 Mar, 19 | 1,780,327 | -6.99% |
31 Dec, 18 | 1,914,088 | 1.15% |
30 Sep, 18 | 1,892,323 | 0.35% |
30 Jun, 18 | 1,885,811 | 1.79% |
31 Mar, 18 | 1,852,725 | 4.39% |
31 Dec, 17 | 1,774,762 | -2.46% |
30 Sep, 17 | 1,819,485 | -0.47% |
30 Jun, 17 | 1,828,067 | 20.66% |
31 Mar, 17 | 1,515,097 | 5.09% |
31 Dec, 16 | 1,441,721 | -2.10% |
30 Sep, 16 | 1,472,591 | 0.07% |
30 Jun, 16 | 1,471,630 | -0.24% |
31 Mar, 16 | 1,475,222 | 1.49% |
31 Dec, 15 | 1,453,561 | -4.38% |
30 Sep, 15 | 1,520,111 | 1.15% |
30 Jun, 15 | 1,502,781 | 1.12% |
31 Mar, 15 | 1,486,203 | 4.39% |
31 Dec, 14 | 1,423,741 | 2.70% |
30 Sep, 14 | 1,386,327 | 0.07% |
30 Jun, 14 | 1,385,368 | 5.72% |
31 Mar, 14 | 1,310,435 | 1.56% |
31 Dec, 13 | 1,290,278 | 1102.50% |
30 Sep, 13 | 107,300 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 23 | 42.24% | 2.97% |
31 Mar, 23 | 37.69% | 2.90% |
31 Dec, 22 | 36.05% | 2.81% |
30 Sep, 22 | 35.83% | 2.70% |
30 Jun, 22 | 36.43% | 2.74% |
31 Mar, 22 | 36.49% | 2.71% |
31 Dec, 21 | 36.68% | 2.70% |
30 Sep, 21 | 36.86% | 2.70% |
30 Jun, 21 | 36.96% | 2.33% |
31 Mar, 21 | 39.80% | 2.63% |
31 Dec, 20 | 38.87% | 2.62% |
30 Sep, 20 | 38.50% | 2.63% |
30 Jun, 20 | 38.23% | 2.84% |
31 Mar, 20 | 36.68% | 2.56% |
31 Dec, 19 | 37.83% | 3.65% |
30 Sep, 19 | 32.18% | 3.16% |
30 Jun, 19 | 31.93% | 3.11% |
31 Mar, 19 | 32.03% | 2.69% |
31 Dec, 18 | 34.48% | 2.97% |
30 Sep, 18 | 34.09% | 2.95% |
30 Jun, 18 | 33.97% | 3.05% |
31 Mar, 18 | 33.40% | 2.27% |
31 Dec, 17 | 38.35% | 2.49% |
30 Sep, 17 | 39.27% | 2.52% |
30 Jun, 17 | 39.46% | 3.68% |
31 Mar, 17 | 32.74% | 3.30% |
31 Dec, 16 | 31.52% | 3.06% |
30 Sep, 16 | 32.08% | 3.12% |
30 Jun, 16 | 32.06% | 3.11% |
31 Mar, 16 | 32.11% | 3.27% |
31 Dec, 15 | 31.33% | 2.93% |
30 Sep, 15 | 32.71% | 3.13% |
30 Jun, 15 | 32.32% | 3.22% |
31 Mar, 15 | 31.66% | 3.37% |
31 Dec, 14 | 30.64% | 3.45% |
30 Sep, 14 | 29.80% | 3.36% |
30 Jun, 14 | 29.78% | 3.74% |
31 Mar, 14 | 28.23% | 1.96% |
31 Dec, 13 | 37.92% | 295.92% |
30 Sep, 13 | 3.58% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 23 | 33 | 57.14% |
31 Mar, 23 | 21 | - |
31 Dec, 22 | 21 | 75.00% |
30 Sep, 22 | 12 | -25.00% |
30 Jun, 22 | 16 | -5.88% |
31 Mar, 22 | 17 | 6.25% |
31 Dec, 21 | 16 | -15.79% |
30 Sep, 21 | 19 | -24.00% |
30 Jun, 21 | 25 | 8.70% |
31 Mar, 21 | 23 | 15.00% |
31 Dec, 20 | 20 | 150.00% |
30 Sep, 20 | 8 | -63.64% |
30 Jun, 20 | 22 | 37.50% |
31 Mar, 20 | 16 | -27.27% |
31 Dec, 19 | 22 | 15.79% |
30 Sep, 19 | 19 | -13.64% |
30 Jun, 19 | 22 | 10.00% |
31 Mar, 19 | 20 | 25.00% |
31 Dec, 18 | 16 | -30.43% |
30 Sep, 18 | 23 | -20.69% |
30 Jun, 18 | 29 | 38.10% |
31 Mar, 18 | 21 | -16.00% |
31 Dec, 17 | 25 | 19.05% |
30 Sep, 17 | 21 | -19.23% |
30 Jun, 17 | 26 | 271.43% |
31 Mar, 17 | 7 | 40.00% |
31 Dec, 16 | 5 | -16.67% |
30 Sep, 16 | 6 | 20.00% |
30 Jun, 16 | 5 | 66.67% |
31 Mar, 16 | 3 | -57.14% |
31 Dec, 15 | 7 | - |
30 Sep, 15 | 7 | 16.67% |
30 Jun, 15 | 6 | -33.33% |
31 Mar, 15 | 9 | 80.00% |
31 Dec, 14 | 5 | -16.67% |
30 Sep, 14 | 6 | -14.29% |
30 Jun, 14 | 7 | 40.00% |
31 Mar, 14 | 5 | -64.29% |
31 Dec, 13 | 14 | 1300.00% |
30 Sep, 13 | 1 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 23 | 12 | 9.09% |
31 Mar, 23 | 11 | - |
31 Dec, 22 | 11 | -21.43% |
30 Sep, 22 | 14 | 7.69% |
30 Jun, 22 | 13 | -18.75% |
31 Mar, 22 | 16 | -5.88% |
31 Dec, 21 | 17 | - |
30 Sep, 21 | 17 | - |
30 Jun, 21 | 17 | - |
31 Mar, 21 | 17 | 112.50% |
31 Dec, 20 | 8 | -60.00% |
30 Sep, 20 | 20 | 42.86% |
30 Jun, 20 | 14 | -22.22% |
31 Mar, 20 | 18 | 20.00% |
31 Dec, 19 | 15 | 7.14% |
30 Sep, 19 | 14 | - |
30 Jun, 19 | 14 | 7.69% |
31 Mar, 19 | 13 | -13.33% |
31 Dec, 18 | 15 | 25.00% |
30 Sep, 18 | 12 | 33.33% |
30 Jun, 18 | 9 | -30.77% |
31 Mar, 18 | 13 | - |
31 Dec, 17 | 13 | 116.67% |
30 Sep, 17 | 6 | 100.00% |
30 Jun, 17 | 3 | - |
31 Mar, 17 | - | -100.00% |
31 Dec, 16 | 3 | 50.00% |
30 Sep, 16 | 2 | -50.00% |
30 Jun, 16 | 4 | 33.33% |
31 Mar, 16 | 3 | 200.00% |
31 Dec, 15 | 1 | -50.00% |
30 Sep, 15 | 2 | 100.00% |
30 Jun, 15 | 1 | -50.00% |
31 Mar, 15 | 2 | - |
31 Dec, 14 | 2 | - |
30 Sep, 14 | 2 | 100.00% |
30 Jun, 14 | 1 | - |
31 Mar, 14 | 1 | - |
31 Dec, 13 | - | - |
30 Sep, 13 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 23 | 51 | 8.51% | 2,387,302 | 12.06% | 42.24% | 2.97% | 33 | 57.14% | 12 | 9.09% |
31 Mar, 23 | 47 | 9.30% | 2,130,353 | 4.82% | 37.69% | 2.90% | 21 | - | 11 | - |
31 Dec, 22 | 43 | 10.26% | 2,032,409 | 0.65% | 36.05% | 2.81% | 21 | 75.00% | 11 | -21.43% |
30 Sep, 22 | 39 | - | 2,019,334 | -1.85% | 35.83% | 2.70% | 12 | -25.00% | 14 | 7.69% |
30 Jun, 22 | 39 | -15.22% | 2,057,465 | -0.88% | 36.43% | 2.74% | 16 | -5.88% | 13 | -18.75% |
31 Mar, 22 | 46 | -2.13% | 2,075,788 | -2.24% | 36.49% | 2.71% | 17 | 6.25% | 16 | -5.88% |
31 Dec, 21 | 47 | -2.08% | 2,123,251 | 0.88% | 36.68% | 2.70% | 16 | -15.79% | 17 | - |
30 Sep, 21 | 48 | -2.04% | 2,104,674 | -2.58% | 36.86% | 2.70% | 19 | -24.00% | 17 | - |
30 Jun, 21 | 49 | 2.08% | 2,160,400 | -7.81% | 36.96% | 2.33% | 25 | 8.70% | 17 | - |
31 Mar, 21 | 48 | 20.00% | 2,343,455 | 2.32% | 39.80% | 2.63% | 23 | 15.00% | 17 | 112.50% |
31 Dec, 20 | 40 | - | 2,290,218 | 0.90% | 38.87% | 2.62% | 20 | 150.00% | 8 | -60.00% |
30 Sep, 20 | 40 | -11.11% | 2,269,799 | 0.72% | 38.50% | 2.63% | 8 | -63.64% | 20 | 42.86% |
30 Jun, 20 | 45 | - | 2,253,555 | 4.35% | 38.23% | 2.84% | 22 | 37.50% | 14 | -22.22% |
31 Mar, 20 | 45 | -10.00% | 2,159,627 | 2.61% | 36.68% | 2.56% | 16 | -27.27% | 18 | 20.00% |
31 Dec, 19 | 50 | 4.17% | 2,104,666 | 17.60% | 37.83% | 3.65% | 22 | 15.79% | 15 | 7.14% |
30 Sep, 19 | 48 | - | 1,789,744 | 0.81% | 32.18% | 3.16% | 19 | -13.64% | 14 | - |
30 Jun, 19 | 48 | 4.35% | 1,775,398 | -0.28% | 31.93% | 3.11% | 22 | 10.00% | 14 | 7.69% |
31 Mar, 19 | 46 | 2.22% | 1,780,327 | -6.99% | 32.03% | 2.69% | 20 | 25.00% | 13 | -13.33% |
31 Dec, 18 | 45 | -4.26% | 1,914,088 | 1.15% | 34.48% | 2.97% | 16 | -30.43% | 15 | 25.00% |
30 Sep, 18 | 47 | -6.00% | 1,892,323 | 0.35% | 34.09% | 2.95% | 23 | -20.69% | 12 | 33.33% |
30 Jun, 18 | 50 | 4.17% | 1,885,811 | 1.79% | 33.97% | 3.05% | 29 | 38.10% | 9 | -30.77% |
31 Mar, 18 | 48 | 6.67% | 1,852,725 | 4.39% | 33.40% | 2.27% | 21 | -16.00% | 13 | - |
31 Dec, 17 | 45 | 15.38% | 1,774,762 | -2.46% | 38.35% | 2.49% | 25 | 19.05% | 13 | 116.67% |
30 Sep, 17 | 39 | 11.43% | 1,819,485 | -0.47% | 39.27% | 2.52% | 21 | -19.23% | 6 | 100.00% |
30 Jun, 17 | 35 | 133.33% | 1,828,067 | 20.66% | 39.46% | 3.68% | 26 | 271.43% | 3 | - |
31 Mar, 17 | 15 | 15.38% | 1,515,097 | 5.09% | 32.74% | 3.30% | 7 | 40.00% | - | -100.00% |
31 Dec, 16 | 13 | - | 1,441,721 | -2.10% | 31.52% | 3.06% | 5 | -16.67% | 3 | 50.00% |
30 Sep, 16 | 13 | 8.33% | 1,472,591 | 0.07% | 32.08% | 3.12% | 6 | 20.00% | 2 | -50.00% |
30 Jun, 16 | 12 | 9.09% | 1,471,630 | -0.24% | 32.06% | 3.11% | 5 | 66.67% | 4 | 33.33% |
31 Mar, 16 | 11 | -8.33% | 1,475,222 | 1.49% | 32.11% | 3.27% | 3 | -57.14% | 3 | 200.00% |
31 Dec, 15 | 12 | - | 1,453,561 | -4.38% | 31.33% | 2.93% | 7 | - | 1 | -50.00% |
30 Sep, 15 | 12 | 33.33% | 1,520,111 | 1.15% | 32.71% | 3.13% | 7 | 16.67% | 2 | 100.00% |
30 Jun, 15 | 9 | -35.71% | 1,502,781 | 1.12% | 32.32% | 3.22% | 6 | -33.33% | 1 | -50.00% |
31 Mar, 15 | 14 | - | 1,486,203 | 4.39% | 31.66% | 3.37% | 9 | 80.00% | 2 | - |
31 Dec, 14 | 14 | 7.69% | 1,423,741 | 2.70% | 30.64% | 3.45% | 5 | -16.67% | 2 | - |
30 Sep, 14 | 13 | - | 1,386,327 | 0.07% | 29.80% | 3.36% | 6 | -14.29% | 2 | 100.00% |
30 Jun, 14 | 13 | 18.18% | 1,385,368 | 5.72% | 29.78% | 3.74% | 7 | 40.00% | 1 | - |
31 Mar, 14 | 11 | -21.43% | 1,310,435 | 1.56% | 28.23% | 1.96% | 5 | -64.29% | 1 | - |
31 Dec, 13 | 14 | 1300.00% | 1,290,278 | 1102.50% | 37.92% | 295.92% | 14 | 1300.00% | - | - |
30 Sep, 13 | 1 | - | 107,300 | - | 3.58% | - | 1 | - | - | - |
Community Financial Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
Community Financial Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2023 | - | 19 | - |
Q2 2023 | 10 | - | - |
Q1 2023 | 20 | - | - |
Q4 2022 | 7 | 1 | 700.00% |
Q3 2022 | 15 | - | - |
Q2 2022 | 4 | - | - |
Q1 2022 | 15 | 3 | 500.00% |
Q4 2021 | 4 | 1 | 400.00% |
Q3 2021 | 18 | 3 | 600.00% |
Q2 2021 | 1 | 1 | 100.00% |
Q1 2021 | 16 | 3 | 533.33% |
Q4 2020 | 13 | - | - |
Q3 2020 | 21 | - | - |
Q2 2020 | 1 | 1 | 100.00% |
Q1 2020 | 9 | 5 | 180.00% |
Q4 2019 | 18 | 1 | 1800.00% |
Q3 2019 | - | 2 | - |
Q2 2019 | 2 | 1 | 200.00% |
Q1 2019 | 4 | 9 | 44.44% |
Q4 2018 | 3 | 3 | 100.00% |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2023 | - | - | - |
Q2 2023 | 7 | - | - |
Q1 2023 | - | - | - |
Q4 2022 | - | - | - |
Q3 2022 | - | - | - |
Q2 2022 | - | - | - |
Q1 2022 | 1 | 1 | 100.00% |
Q4 2021 | - | - | - |
Q3 2021 | 4 | 1 | 400.00% |
Q2 2021 | - | - | - |
Q1 2021 | 3 | - | - |
Q4 2020 | - | - | - |
Q3 2020 | - | - | - |
Q2 2020 | 1 | - | - |
Q1 2020 | - | - | - |
Q4 2019 | 7 | - | - |
Q3 2019 | - | 2 | - |
Q2 2019 | 2 | 1 | 200.00% |
Q1 2019 | - | 9 | - |
Q4 2018 | 2 | 1 | 200.00% |
Community Financial Peer Ownership
Ticker | Company |
---|---|
VBFC | Village Bank and Trust Financial Corp. |
OFED | Oconee Federal Financial Corp. |
FSBW | FS Bancorp, Inc. |
CBAN | Colony Bankcorp, Inc. |
CHMG | Chemung Financial Corporation |
WMPN | William Penn Bancorporation |
SBFG | SB Financial Group, Inc. |
FCCO | First Community Corporation |
IROQ | IF Bancorp, Inc. |
OPOF | Old Point Financial Corporation |
HMNF | HMN Financial, Inc. |
SMBC | Southern Missouri Bancorp, Inc. |
HVBC | HV Bancorp, Inc. |
HFBL | Home Federal Bancorp, Inc. of Louisiana |
PBHC | Pathfinder Bancorp, Inc. |
WNEB | Western New England Bancorp, Inc. |
TCFC Ownership FAQ
Who Owns Community Financial?
Community Financial is owned by institutional shareholders (42.24%), insiders (7.57%), and public (50.19%). The largest institutional shareholder of Community Financial is FOURTHSTONE LLC (9.96% of total shares) and the top mutual fund owner is JOHN HANCOCK INVESTMENT TRUST II (0.31% of total shares).
Who are the major institutional shareholders of Community Financial?
Community Financial's major institutional shareholders are FOURTHSTONE LLC, VANGUARD GROUP INC, MANUFACTURERS LIFE INSURANCE COMPANY, THE, BHZ CAPITAL MANAGEMENT, LP, and DIMENSIONAL FUND ADVISORS LP. The top five shareholders own together 23.65% of the company's share outstanding.
How many Community Financial shareholders are there?
As of Jun 2023, there are 51 institutional shareholders of Community Financial.
What percentage of Community Financial is owned by FOURTHSTONE LLC?
FOURTHSTONE LLC owns 563.5K shares of Community Financial, representing 9.96% of the company's total shares outstanding, valued at $18.67B (as of Mar 2023).
What percentage of Community Financial is owned by VANGUARD GROUP INC?
As of Mar 2023, VANGUARD GROUP INC holds 289.26K shares of Community Financial (TCFC), compromising 5.11% of the company, valued at $9.58B.
What percentage of Community Financial is owned by MANUFACTURERS LIFE INSURANCE COMPANY, THE?
MANUFACTURERS LIFE INSURANCE COMPANY, THE is the third largest holder of Community Financial. The company owns 247.17K of the company's shares outstanding (worth $8.19B).