William Penn Ban Ownership | Who Owns William Penn Ban?

William Penn Ban Ownership Summary

William Penn Ban is owned by 20.72% institutional investors, 20.32% insiders, and 58.96% retail investors. Vanguard group is the largest institutional shareholder, holding 6.01% of WMPN shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.46% of its assets in William Penn Ban shares.

WMPN Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	William Penn Ban	20.72%	20.32%	58.96%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Regional Banks Stocks	51.67%	12.06%	36.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	501.15K	6.01%	$5.71M
Deprince race & zollo	255.69K	3.07%	$2.91M
Dryden capital	228.56K	2.74%	$2.61M
Russell investments group	198.67K	2.38%	$2.26M
Mangrove partners	125.53K	1.51%	$1.43M
Geode capital management	90.47K	1.09%	$1.03M
Oppenheimer & close	75.00K	0.90%	$855.00K
Prospector partners	65.20K	0.78%	$743.28K
Kennedy investment group	55.62K	0.67%	$634.06K
Blackrock	49.24K	0.59%	$561.30K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Dryden capital	228.56K	4.42%	$2.61M
Oppenheimer & close	75.00K	0.75%	$855.00K
Kennedy investment group	55.62K	0.32%	$634.06K
Mangrove partners	125.53K	0.11%	$1.43M
Wittenberg investment management	26.89K	0.10%	$306.55K
Prospector partners	65.20K	0.08%	$743.28K
Deprince race & zollo	255.69K	0.07%	$2.91M
De lisle partners llp	15.68K	0.04%	$179.87K
American capital advisory	1.90K	0.02%	$23.20K
Kingsview wealth management	14.98K	0.00%	$170.82K

Top Buyers

Holder	Shares	% Assets	Change
Dryden capital	228.56K	4.42%	200.77K
Wittenberg investment management	26.89K	0.10%	16.86K
De lisle partners llp	15.68K	0.04%	15.68K
Kingsview wealth management	14.98K	0.00%	14.98K
American capital advisory	1.90K	0.02%	1.90K

Top Sellers

Holder	Shares	% Assets	Change
Kennedy capital management	-	-	-37.72K
Jane street group	-	-	-34.00K
Qube research	4.00	-	-24.81K
Susquehanna group, llp	-	-	-19.54K
Gsa capital partners llp	-	-	-15.26K

New Positions

Holder	Shares	% Assets	Change	Value
De lisle partners llp	15.68K	0.04%	15.68K	$179.87K
Kingsview wealth management	14.98K	0.00%	14.98K	$170.82K

Sold Out

Holder	Change
Wells fargo & company/mn	-64.00
Man group	-13.69K
Gsa capital partners llp	-15.26K
Susquehanna group, llp	-19.54K
Jane street group	-34.00K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	29	-6.45%	1,699,879	-15.14%	20	3.59%	13	8.33%	6	-40.00%
Jun 30, 2024	31	-	2,003,228	8.93%	24	5.56%	12	9.09%	10	-28.57%
Mar 31, 2024	31	-	1,838,949	-5.67%	20	4.28%	11	-35.29%	14	55.56%
Dec 31, 2023	31	6.90%	1,949,518	0.80%	22	6.62%	17	70.00%	9	-30.77%
Sep 30, 2023	29	-6.45%	1,933,982	-19.99%	18	4.99%	10	-16.67%	13	62.50%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	318.15K	3.46%	-
Vanguard Institutional Extnd Mkt Idx Tr	163.33K	1.77%	-
DePrince, Race & Zollo, Micro Cap Val	114.13K	1.24%	-
Russell Inv US Small Cap Equity E	95.88K	1.04%	-
Fidelity Extended Market Index	41.37K	0.45%	-1.02K
Russell Inv Small Cap Fund B	39.71K	0.43%	-
Kennedy Bank Sector	37.72K	0.41%	37.72K
DFA US Small Cap Value I	25.98K	0.28%	2.77K
BlackRock Extended Equity Market K	25.95K	0.28%	-11.00
Russell Inv US Small Cap Equity	24.01K	0.26%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jan 23, 2024	Molden Christopher Matthew	-	Buy	$19.18K
Jan 22, 2024	Molden Christopher Matthew	-	Buy	$1.93K
Nov 13, 2023	Molden Christopher Matthew	-	Buy	$11.75K
Sep 14, 2023	Molden Christopher Matthew	-	Buy	$7.35K
Sep 13, 2023	Molden Christopher Matthew	-	Buy	$9.69K

Insider Transactions Trends

Date	Buy	Sell
2024 Q1	2	-
2023 Q4	1	-
2023 Q3	4	-
2023 Q2	3	-
2023 Q1	5	-

WMPN Ownership FAQ

Who Owns William Penn Ban?

William Penn Ban shareholders are primarily institutional investors at 20.72%, followed by 20.32% insiders and 58.96% retail investors. The average institutional ownership in William Penn Ban's industry, Regional Banks Stocks, is 51.67%, which William Penn Ban falls below.

Who owns the most shares of William Penn Ban?

William Penn Ban’s largest shareholders are Vanguard group (501.15K shares, 6.01%), Deprince race & zollo (255.68K shares, 3.07%), and Dryden capital (228.56K shares, 2.74%). Together, they hold 11.82% of William Penn Ban’s total shares outstanding.

Does Blackrock own William Penn Ban?

Yes, BlackRock owns 0.59% of William Penn Ban, totaling 49.24K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 561.3K$. In the last quarter, BlackRock decreased its holdings by -392 shares, a -0.79% change.

Who is William Penn Ban’s biggest shareholder by percentage of total assets invested?

Dryden capital is William Penn Ban’s biggest shareholder by percentage of total assets invested, with 4.42% of its assets in 228.56K William Penn Ban shares, valued at 2.61M$.

Who is the top mutual fund holder of William Penn Ban shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of William Penn Ban shares, with 3.46% of its total shares outstanding invested in 318.15K William Penn Ban shares.

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