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 5.98% 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


TypeName% Inst% Insiders% Retail
StockWilliam Penn Ban20.72%20.32%58.96%
SectorFinancial Services Stocks 86.48%14.02%-0.50%
IndustryRegional Banks Stocks51.80%12.03%36.18%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group490.35K5.98%$5.88M
Alliancebernstein420.56K5.13%$5.05M
Deprince race & zollo250.95K3.06%$3.01M
Gardner lewis asset management l p235.59K2.87%$2.83M
Dryden capital228.56K2.74%$2.61M
Russell investments group195.04K2.38%$2.34B
Mangrove partners119.27K1.45%$1.43M
Yakira capital management115.18K1.40%$1.38M
Geode capital management83.38K1.02%$1.00M
Oppenheimer & close75.00K0.90%$855.00K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Dryden capital228.56K4.42%$2.61M
Oppenheimer & close75.00K0.75%$855.00K
Gardner lewis asset management l p235.59K0.69%$2.83M
Yakira capital management115.18K0.50%$1.38M
Kennedy investment group55.62K0.30%$667.43K
Mangrove partners119.27K0.16%$1.43M
De lisle partners llp65.68K0.12%$789.17K
Prospector partners52.80K0.07%$633.60K
Deprince race & zollo250.95K0.06%$3.01M
Wittenberg investment management12.22K0.06%$146.63K

Top Buyers

HolderShares% AssetsChange
Alliancebernstein420.56K0.00%420.56K
Gardner lewis asset management l p235.59K0.69%235.59K
Dryden capital228.56K4.42%200.77K
Yakira capital management115.18K0.50%115.18K
Deprince race & zollo250.95K0.06%51.90K

Top Sellers

HolderShares% AssetsChange
Kennedy capital management---37.72K
Jane street group---34.00K
Schonfeld strategic advisors---22.80K
Gsa capital partners llp---15.26K
Wittenberg investment management12.22K0.06%-14.90K

New Positions

HolderShares% AssetsChangeValue
Alliancebernstein420.56K0.00%420.56K$5.05M
Gardner lewis asset management l p235.59K0.69%235.59K$2.83M
Yakira capital management115.18K0.50%115.18K$1.38M
Susquehanna group, llp38.55K0.00%38.55K$462.61K
Raymond james financial27.16K0.00%27.16K$325.94K

Sold Out

HolderChange
Wells fargo & company/mn-64.00
Kingsview wealth management-10.75K
Captrust financial advisors-13.54K
Man group-13.69K
Gsa capital partners llp-15.26K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 202429-6.45%1,699,879-15.14%203.59%138.33%6-40.00%
Jun 30, 202431-2,003,2288.93%245.56%129.09%10-28.57%
Mar 31, 202431-1,838,949-5.67%204.28%11-35.29%1455.56%
Dec 31, 2023316.90%1,949,5180.80%226.62%1770.00%9-30.77%
Sep 30, 202329-6.45%1,933,982-19.99%184.99%10-16.67%1362.50%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv318.15K3.46%-
Vanguard Institutional Extnd Mkt Idx Tr152.54K1.66%-10.79K
DePrince, Race & Zollo, Micro Cap Val137.56K1.49%-
Russell Inv US Small Cap Equity E84.74K0.92%-
VT De Lisle America B USD65.68K0.71%-
Fidelity Extended Market Index39.88K0.43%-321.00
Russell Inv Small Cap39.71K0.43%-
Russell Inv Small Cap Fund B39.71K0.43%-
DFA US Small Cap Value I38.12K0.41%1.75K
Kennedy Bank Sector37.72K0.41%37.72K

Recent Insider Transactions


DateNameRoleActivityValue
Jan 23, 2024Molden Christopher Matthew-Buy$19.18K
Jan 22, 2024Molden Christopher Matthew-Buy$1.93K
Nov 13, 2023Molden Christopher Matthew-Buy$11.75K
Sep 14, 2023Molden Christopher Matthew-Buy$7.35K
Sep 13, 2023Molden Christopher Matthew-Buy$9.69K

Insider Transactions Trends


DateBuySell
2025 Q1--
2024 Q2--
2024 Q12-
2023 Q41-
2023 Q34-

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 51.80%, which William Penn Ban falls below.

Who owns the most shares of William Penn Ban?

William Penn Ban’s largest shareholders are Vanguard group (490.35K shares, 5.98%), Alliancebernstein (420.56K shares, 5.13%), and Deprince race & zollo (250.95K shares, 3.06%). Together, they hold 14.16% of William Penn Ban’s total shares outstanding.

Does Blackrock own William Penn Ban?

BlackRock is not among the top 10 institutional shareholders of William Penn Ban.

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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