William Penn Ban Ownership 2024 | Who Owns William Penn Ban Now?
Institutional Ownership
5.95%
Insider Ownership
20.89%
Retail Ownership
73.16%
Institutional Holders
9.00
William Penn Ban Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
VANGUARD GROUP INC | 6.01% | 0.00% | 501,146 | - | - | 5,713,065 | Jun 30, 2024 |
DEPRINCE RACE & ZOLLO INC | 3.07% | 0.07% | 255,685 | -5,402 | -2.07% | 2,914,809 | Jun 30, 2024 |
DRYDEN CAPITAL, LLC | 2.74% | 4.42% | 228,560 | 200,773 | 722.54% | 2,605,584 | Jun 30, 2024 |
RUSSELL INVESTMENTS GROUP, LTD. | 2.38% | 0.00% | 198,669 | -2,090 | -1.04% | 2,264,826 | Jun 30, 2024 |
MANGROVE PARTNERS | 1.51% | 0.11% | 125,533 | - | - | 1,431,076 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 1.09% | 0.00% | 90,470 | -4,051 | -4.29% | 1,031,680 | Jun 30, 2024 |
OPPENHEIMER & CLOSE, LLC | 0.90% | 0.75% | 75,000 | - | - | 855,000 | Jun 30, 2024 |
PROSPECTOR PARTNERS LLC | 0.78% | 0.08% | 65,200 | - | - | 743,280 | Jun 30, 2024 |
KENNEDY INVESTMENT GROUP | 0.67% | 0.32% | 55,619 | - | - | 634,057 | Jun 30, 2024 |
BLACKROCK INC. | 0.59% | - | 49,237 | -392 | -0.79% | 561,301 | Jun 30, 2024 |
STATE STREET CORP | 0.49% | - | 41,195 | - | - | 469,623,000 | Jun 30, 2024 |
KENNEDY CAPITAL MANAGEMENT LLC | 0.45% | 0.01% | 37,719 | 37,719 | 100.00% | 429,997 | Jun 30, 2024 |
MORGAN STANLEY | 0.41% | - | 33,807 | 1,643 | 5.11% | 385,408 | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | 0.36% | 0.00% | 29,858 | - | - | 340,381 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 0.34% | 0.00% | 28,185 | - | - | 321,309 | Jun 30, 2024 |
WITTENBERG INVESTMENT MANAGEMENT, INC. | 0.32% | 0.10% | 26,890 | 16,856 | 167.99% | 306,546 | Jun 30, 2024 |
RAYMOND JAMES & ASSOCIATES | 0.31% | 0.00% | 26,162 | -1,000 | -3.68% | 298,247 | Jun 30, 2024 |
SCHONFELD STRATEGIC ADVISORS LLC | 0.27% | 0.00% | 22,800 | 42 | 0.18% | 259,920 | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.24% | - | 19,646 | -11 | -0.06% | 223,964,000 | Jun 30, 2024 |
DE LISLE PARTNERS LLP | 0.19% | 0.04% | 15,682 | 15,682 | 100.00% | 179,873 | Jun 30, 2024 |
William Penn Ban's largest institutional shareholder is VANGUARD GROUP INC, holding 6.01% of the company's total share outstanding, currently valued at $5.71M. The top 10 institutional shareholders own together 19.73% of the company.
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
DRYDEN CAPITAL, LLC | 2.74% | 4.42% | 228,560 | 200,773 | 722.54% | 2,605,584 | Jun 30, 2024 |
OPPENHEIMER & CLOSE, LLC | 0.90% | 0.75% | 75,000 | - | - | 855,000 | Jun 30, 2024 |
KENNEDY INVESTMENT GROUP | 0.67% | 0.32% | 55,619 | - | - | 634,057 | Jun 30, 2024 |
MANGROVE PARTNERS | 1.51% | 0.11% | 125,533 | - | - | 1,431,076 | Jun 30, 2024 |
WITTENBERG INVESTMENT MANAGEMENT, INC. | 0.32% | 0.10% | 26,890 | 16,856 | 167.99% | 306,546 | Jun 30, 2024 |
PROSPECTOR PARTNERS LLC | 0.78% | 0.08% | 65,200 | - | - | 743,280 | Jun 30, 2024 |
DEPRINCE RACE & ZOLLO INC | 3.07% | 0.07% | 255,685 | -5,402 | -2.07% | 2,914,809 | Jun 30, 2024 |
DE LISLE PARTNERS LLP | 0.19% | 0.04% | 15,682 | 15,682 | 100.00% | 179,873 | Jun 30, 2024 |
AMERICAN CAPITAL ADVISORY, LLC | 0.02% | 0.02% | 1,900 | 1,900 | 100.00% | 23,199 | Jun 30, 2024 |
GSA CAPITAL PARTNERS LLP | 0.18% | 0.01% | 15,256 | -4,662 | -23.41% | 174,000 | Jun 30, 2024 |
KENNEDY CAPITAL MANAGEMENT LLC | 0.45% | 0.01% | 37,719 | 37,719 | 100.00% | 429,997 | Jun 30, 2024 |
KINGSVIEW WEALTH MANAGEMENT, LLC | 0.18% | 0.00% | 14,984 | 14,984 | 100.00% | 170,821 | Jun 30, 2024 |
RUSSELL INVESTMENTS GROUP, LTD. | 2.38% | 0.00% | 198,669 | -2,090 | -1.04% | 2,264,826 | Jun 30, 2024 |
SCHONFELD STRATEGIC ADVISORS LLC | 0.27% | 0.00% | 22,800 | 42 | 0.18% | 259,920 | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | 0.36% | 0.00% | 29,858 | - | - | 340,381 | Jun 30, 2024 |
CAPTRUST FINANCIAL ADVISORS | 0.16% | 0.00% | 13,508 | 33 | 0.24% | 153,988 | Jun 30, 2024 |
RAYMOND JAMES & ASSOCIATES | 0.31% | 0.00% | 26,162 | -1,000 | -3.68% | 298,247 | Jun 30, 2024 |
ACADIAN ASSET MANAGEMENT LLC | 0.05% | 0.00% | 4,027 | - | - | 45,000 | Jun 30, 2024 |
VANGUARD GROUP INC | 6.01% | 0.00% | 501,146 | - | - | 5,713,065 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 1.09% | 0.00% | 90,470 | -4,051 | -4.29% | 1,031,680 | Jun 30, 2024 |
The largest William Penn Ban shareholder by % of total assets is DRYDEN CAPITAL, LLC. The company owns 228.56K shares of William Penn Ban (WMPN), representing 4.42% of its total assets.
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
DRYDEN CAPITAL, LLC | 2.74% | 4.42% | 228,560 | 200,773 | 722.54% | 2,605,584 | Jun 30, 2024 |
KENNEDY CAPITAL MANAGEMENT LLC | 0.45% | 0.01% | 37,719 | 37,719 | 100.00% | 429,997 | Jun 30, 2024 |
WITTENBERG INVESTMENT MANAGEMENT, INC. | 0.32% | 0.10% | 26,890 | 16,856 | 167.99% | 306,546 | Jun 30, 2024 |
DE LISLE PARTNERS LLP | 0.19% | 0.04% | 15,682 | 15,682 | 100.00% | 179,873 | Jun 30, 2024 |
KINGSVIEW WEALTH MANAGEMENT, LLC | 0.18% | 0.00% | 14,984 | 14,984 | 100.00% | 170,821 | Jun 30, 2024 |
AMERICAN CAPITAL ADVISORY, LLC | 0.02% | 0.02% | 1,900 | 1,900 | 100.00% | 23,199 | Jun 30, 2024 |
MORGAN STANLEY | 0.41% | - | 33,807 | 1,643 | 5.11% | 385,408 | Jun 30, 2024 |
UBS GROUP AG | 0.02% | - | 1,551 | 466 | 42.95% | 17,681 | Jun 30, 2024 |
ROYAL BANK OF CANADA | 0.10% | - | 8,246 | 130 | 1.60% | 95,000 | Jun 30, 2024 |
SCHONFELD STRATEGIC ADVISORS LLC | 0.27% | 0.00% | 22,800 | 42 | 0.18% | 259,920 | Jun 30, 2024 |
CAPTRUST FINANCIAL ADVISORS | 0.16% | 0.00% | 13,508 | 33 | 0.24% | 153,988 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.00% | - | 186 | 28 | 17.72% | 2,120 | Jun 30, 2024 |
STATE STREET CORP | 0.49% | - | 41,195 | - | - | 469,623,000 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 0.34% | 0.00% | 28,185 | - | - | 321,309 | Jun 30, 2024 |
VANGUARD GROUP INC | 6.01% | 0.00% | 501,146 | - | - | 5,713,065 | Jun 30, 2024 |
ACADIAN ASSET MANAGEMENT LLC | 0.05% | 0.00% | 4,027 | - | - | 45,000 | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | 0.36% | 0.00% | 29,858 | - | - | 340,381 | Jun 30, 2024 |
PROSPECTOR PARTNERS LLC | 0.78% | 0.08% | 65,200 | - | - | 743,280 | Jun 30, 2024 |
MANGROVE PARTNERS | 1.51% | 0.11% | 125,533 | - | - | 1,431,076 | Jun 30, 2024 |
KENNEDY INVESTMENT GROUP | 0.67% | 0.32% | 55,619 | - | - | 634,057 | Jun 30, 2024 |
As of Jun 30 2024, William Penn Ban's largest institutional buyer is DRYDEN CAPITAL, LLC. The company purchased 200.77K stocks of WMPN, valued at $2.61M.
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
QUBE RESEARCH & TECHNOLOGIES LTD | - | - | 4 | -24,810 | -99.98% | 46 | Jun 30, 2024 |
MAN GROUP PLC | - | - | - | -13,685 | -100.00% | - | Jun 30, 2024 |
JPMORGAN CHASE & CO | 0.00% | - | 177 | -10,382 | -98.32% | 2,018 | Jun 30, 2024 |
DEPRINCE RACE & ZOLLO INC | 3.07% | 0.07% | 255,685 | -5,402 | -2.07% | 2,914,809 | Jun 30, 2024 |
GSA CAPITAL PARTNERS LLP | 0.18% | 0.01% | 15,256 | -4,662 | -23.41% | 174,000 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 1.09% | 0.00% | 90,470 | -4,051 | -4.29% | 1,031,680 | Jun 30, 2024 |
RUSSELL INVESTMENTS GROUP, LTD. | 2.38% | 0.00% | 198,669 | -2,090 | -1.04% | 2,264,826 | Jun 30, 2024 |
RAYMOND JAMES & ASSOCIATES | 0.31% | 0.00% | 26,162 | -1,000 | -3.68% | 298,247 | Jun 30, 2024 |
BLACKROCK INC. | 0.59% | - | 49,237 | -392 | -0.79% | 561,301 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | - | - | - | -64 | -100.00% | - | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.24% | - | 19,646 | -11 | -0.06% | 223,964,000 | Jun 30, 2024 |
OPPENHEIMER & CLOSE, LLC | 0.90% | 0.75% | 75,000 | - | - | 855,000 | Jun 30, 2024 |
KENNEDY INVESTMENT GROUP | 0.67% | 0.32% | 55,619 | - | - | 634,057 | Jun 30, 2024 |
MANGROVE PARTNERS | 1.51% | 0.11% | 125,533 | - | - | 1,431,076 | Jun 30, 2024 |
PROSPECTOR PARTNERS LLC | 0.78% | 0.08% | 65,200 | - | - | 743,280 | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | 0.36% | 0.00% | 29,858 | - | - | 340,381 | Jun 30, 2024 |
ACADIAN ASSET MANAGEMENT LLC | 0.05% | 0.00% | 4,027 | - | - | 45,000 | Jun 30, 2024 |
VANGUARD GROUP INC | 6.01% | 0.00% | 501,146 | - | - | 5,713,065 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 0.34% | 0.00% | 28,185 | - | - | 321,309 | Jun 30, 2024 |
STATE STREET CORP | 0.49% | - | 41,195 | - | - | 469,623,000 | Jun 30, 2024 |
As of Jun 30 2024, William Penn Ban's biggest institutional seller is QUBE RESEARCH & TECHNOLOGIES LTD. The company sold -24.81K shares of WMPN, valued at $46.00.
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
KENNEDY CAPITAL MANAGEMENT LLC | 0.45% | 0.01% | 37,719 | 37,719 | 100.00% | 429,997 | Jun 30, 2024 |
DE LISLE PARTNERS LLP | 0.19% | 0.04% | 15,682 | 15,682 | 100.00% | 179,873 | Jun 30, 2024 |
KINGSVIEW WEALTH MANAGEMENT, LLC | 0.18% | 0.00% | 14,984 | 14,984 | 100.00% | 170,821 | Jun 30, 2024 |
William Penn Ban's largest new institutional shareholder by number of shares is KENNEDY CAPITAL MANAGEMENT LLC, purchased 37.72K shares, valued at $430.00K, as of undefined.
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
MAN GROUP PLC | - | - | - | -13,685 | -100.00% | - | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | - | - | - | -64 | -100.00% | - | Jun 30, 2024 |
William Penn Ban's largest sold out institutional shareholder by shares sold is MAN GROUP PLC, sold -13.69K shares, valued at -, as of undefined.
William Penn Ban Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
VANGUARD VALLEY FORGE FUNDS | 0.01% | 7,000 | - | - | Mar 31, 2024 |
HOTCHKIS & WILEY FUNDS /DE/ | 0.00% | 36,000 | - | - | Mar 31, 2024 |
BRIDGEWAY FUNDS INC | 0.00% | 5,200 | 5,200 | - | Mar 28, 2024 |
VANGUARD INDEX FUNDS | 0.00% | 481,484 | -163,334 | -25.33% | Mar 31, 2024 |
FORUM FUNDS | 0.00% | 2,500 | - | - | Jan 31, 2024 |
FIDELITY CONCORD STREET TRUST | 0.00% | 84,712 | -13,400 | -13.66% | Feb 29, 2024 |
RUSSELL INVESTMENT CO | 0.00% | 95,878 | -6,409 | -6.27% | Jan 31, 2024 |
VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 8,580 | - | - | Mar 31, 2024 |
RUSSELL INVESTMENT FUNDS | 0.00% | 26,077 | - | - | Mar 31, 2024 |
SCHWAB CAPITAL TRUST | 0.00% | 4,788 | - | - | Jan 31, 2024 |
RBC FUNDS TRUST | 0.00% | 6,100 | - | - | Mar 28, 2024 |
DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 23,209 | - | - | Jan 31, 2024 |
EMPOWER FUNDS, INC. | 0.00% | 8,300 | - | - | Mar 31, 2024 |
USAA MUTUAL FUNDS TRUST | 0.00% | 1,088 | -109 | -9.11% | Jan 31, 2024 |
AMERICAN CENTURY ETF TRUST | 0.00% | 468 | - | - | Feb 29, 2024 |
PRINCIPAL FUNDS, INC. | 0.00% | 21,000 | - | - | Feb 29, 2024 |
Dimensional ETF Trust | 0.00% | 1,246 | - | - | Jan 31, 2024 |
ADVANCED SERIES TRUST | 0.00% | 9,400 | - | - | Mar 28, 2024 |
COLUMBIA FUNDS SERIES TRUST I | 0.00% | 13,100 | - | - | Feb 29, 2024 |
WILSHIRE MUTUAL FUNDS INC | 0.00% | 400 | - | - | Dec 31, 2023 |
EQ ADVISORS TRUST | 0.00% | 1,373 | -163 | -10.61% | Mar 31, 2024 |
iSHARES TRUST | 0.00% | 18,383 | -1,785 | -8.85% | Mar 31, 2024 |
AMERICAN BEACON FUNDS | 0.00% | 2,716 | - | - | Feb 29, 2024 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 914 | - | - | Mar 31, 2024 |
William Penn Ban's largest mutual fund holder by % of total assets is "VANGUARD VALLEY FORGE FUNDS", owning 7.00K shares, compromising 0.01% of its total assets.
William Penn Ban Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 9 | -70.97% |
31 Mar, 24 | 31 | - |
31 Dec, 23 | 31 | 6.90% |
30 Sep, 23 | 29 | -6.45% |
30 Jun, 23 | 31 | -6.06% |
31 Mar, 23 | 33 | -2.94% |
31 Dec, 22 | 34 | 25.93% |
30 Sep, 22 | 27 | - |
30 Jun, 22 | 27 | -3.57% |
31 Mar, 22 | 28 | -9.68% |
31 Dec, 21 | 31 | - |
30 Sep, 21 | 31 | 14.81% |
30 Jun, 21 | 27 | 58.82% |
31 Mar, 21 | 17 | - |
As of 30 Jun 24, 9 institutions are holding William Penn Ban's shares, representing a decrease of -70.97% compared to the previous quarter.
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 495,714 | -73.04% |
31 Mar, 24 | 1,838,949 | -5.67% |
31 Dec, 23 | 1,949,518 | 0.80% |
30 Sep, 23 | 1,933,982 | -19.99% |
30 Jun, 23 | 2,417,129 | -27.29% |
31 Mar, 23 | 3,324,487 | -0.96% |
31 Dec, 22 | 3,356,582 | 9.77% |
30 Sep, 22 | 3,057,730 | -4.74% |
30 Jun, 22 | 3,210,025 | -5.13% |
31 Mar, 22 | 3,383,482 | 0.92% |
31 Dec, 21 | 3,352,537 | -29.11% |
30 Sep, 21 | 4,729,310 | 64.68% |
30 Jun, 21 | 2,871,735 | 70.05% |
31 Mar, 21 | 1,688,808 | - |
William Penn Ban (WMPN) has 495.71K shares outstanding as of 30 Jun 24, down -73.04% compared to the previous quarter.
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 5.95% | 1.38% |
31 Mar, 24 | 20.79% | 4.28% |
31 Dec, 23 | 22.04% | 6.62% |
30 Sep, 23 | 18.24% | 4.99% |
30 Jun, 23 | 19.12% | 2.77% |
31 Mar, 23 | 26.29% | 3.94% |
31 Dec, 22 | 25.85% | 4.99% |
30 Sep, 22 | 22.76% | 4.49% |
30 Jun, 22 | 22.52% | 4.03% |
31 Mar, 22 | 23.63% | 4.54% |
31 Dec, 21 | 22.83% | 2.15% |
30 Sep, 21 | 32.62% | 8.36% |
30 Jun, 21 | 19.75% | 16.09% |
31 Mar, 21 | 11.08% | - |
As of 30 Jun 24, William Penn Ban is held by 5.95% institutional shareholders, representing a 1.38% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 2 | -81.82% |
31 Mar, 24 | 11 | -35.29% |
31 Dec, 23 | 17 | 70.00% |
30 Sep, 23 | 10 | -16.67% |
30 Jun, 23 | 12 | -20.00% |
31 Mar, 23 | 15 | -31.82% |
31 Dec, 22 | 22 | 57.14% |
30 Sep, 22 | 14 | 7.69% |
30 Jun, 22 | 13 | 18.18% |
31 Mar, 22 | 11 | -8.33% |
31 Dec, 21 | 12 | -29.41% |
30 Sep, 21 | 17 | -22.73% |
30 Jun, 21 | 22 | 37.50% |
31 Mar, 21 | 16 | - |
2 institutional shareholders have increased their position in WMPN stock as of 30 Jun 24 compared to 11 in the previous quarter (a -81.82% decrease).
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 3 | -78.57% |
31 Mar, 24 | 14 | 55.56% |
31 Dec, 23 | 9 | -30.77% |
30 Sep, 23 | 13 | 62.50% |
30 Jun, 23 | 8 | -11.11% |
31 Mar, 23 | 9 | 28.57% |
31 Dec, 22 | 7 | - |
30 Sep, 22 | 7 | 75.00% |
30 Jun, 22 | 4 | - |
31 Mar, 22 | 4 | -50.00% |
31 Dec, 21 | 8 | 60.00% |
30 Sep, 21 | 5 | 400.00% |
30 Jun, 21 | 1 | - |
31 Mar, 21 | - | - |
3 institutional shareholders have reduced their position in WMPN stock as of 30 Jun 24 compared to 14 in the previous quarter (a -78.57% decrease).
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 9 | -70.97% | 495,714 | -73.04% | 5.95% | 1.38% | 2 | -81.82% | 3 | -78.57% |
31 Mar, 24 | 31 | - | 1,838,949 | -5.67% | 20.79% | 4.28% | 11 | -35.29% | 14 | 55.56% |
31 Dec, 23 | 31 | 6.90% | 1,949,518 | 0.80% | 22.04% | 6.62% | 17 | 70.00% | 9 | -30.77% |
30 Sep, 23 | 29 | -6.45% | 1,933,982 | -19.99% | 18.24% | 4.99% | 10 | -16.67% | 13 | 62.50% |
30 Jun, 23 | 31 | -6.06% | 2,417,129 | -27.29% | 19.12% | 2.77% | 12 | -20.00% | 8 | -11.11% |
31 Mar, 23 | 33 | -2.94% | 3,324,487 | -0.96% | 26.29% | 3.94% | 15 | -31.82% | 9 | 28.57% |
31 Dec, 22 | 34 | 25.93% | 3,356,582 | 9.77% | 25.85% | 4.99% | 22 | 57.14% | 7 | - |
30 Sep, 22 | 27 | - | 3,057,730 | -4.74% | 22.76% | 4.49% | 14 | 7.69% | 7 | 75.00% |
30 Jun, 22 | 27 | -3.57% | 3,210,025 | -5.13% | 22.52% | 4.03% | 13 | 18.18% | 4 | - |
31 Mar, 22 | 28 | -9.68% | 3,383,482 | 0.92% | 23.63% | 4.54% | 11 | -8.33% | 4 | -50.00% |
31 Dec, 21 | 31 | - | 3,352,537 | -29.11% | 22.83% | 2.15% | 12 | -29.41% | 8 | 60.00% |
30 Sep, 21 | 31 | 14.81% | 4,729,310 | 64.68% | 32.62% | 8.36% | 17 | -22.73% | 5 | 400.00% |
30 Jun, 21 | 27 | 58.82% | 2,871,735 | 70.05% | 19.75% | 16.09% | 22 | 37.50% | 1 | - |
31 Mar, 21 | 17 | - | 1,688,808 | - | 11.08% | - | 16 | - | - | - |
William Penn Ban Insider Shareholders Trades
Open Market Insider Trades
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
The last insider sell of William Penn Ban's stock was made by TURNER ALAN B on May 20 2024, selling 2,362 shares at $12.06 per share (valued at $28.49K).
William Penn Ban Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q1 2024 | 16 | - | - |
Q4 2023 | 1 | - | - |
Q3 2023 | 4 | - | - |
Q2 2023 | 17 | 17 | 100.00% |
Q1 2023 | 5 | - | - |
Q4 2022 | 6 | - | - |
Q3 2022 | 5 | - | - |
Q2 2022 | 22 | 2 | 1100.00% |
Q1 2022 | 10 | - | - |
Q4 2021 | 10 | - | - |
Q3 2021 | 19 | - | - |
Q2 2021 | 15 | - | - |
Q1 2021 | 38 | - | - |
16 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by William Penn Ban's insiders, as of Q1 2024.
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q1 2024 | 2 | - | - |
Q4 2023 | 1 | - | - |
Q3 2023 | 4 | - | - |
Q2 2023 | 3 | - | - |
Q1 2023 | 5 | - | - |
Q4 2022 | 6 | - | - |
Q3 2022 | 5 | - | - |
Q2 2022 | 6 | 2 | 300.00% |
Q1 2022 | 10 | - | - |
Q4 2021 | 9 | - | - |
Q3 2021 | 17 | - | - |
Q2 2021 | 15 | - | - |
Q1 2021 | 19 | - | - |
As of Q1 2024, Insider owners conducted 2 open market buy trades and 0 open market sell trades of William Penn Ban's stocks.
William Penn Ban Peer Ownership
Ticker | Company |
---|---|
VBFC | Village Bank and Trust Financial Corp. |
OFED | Oconee Federal Financial Corp. |
FCAP | First Capital, Inc. |
FNWD | Finward Bancorp |
OVLY | Oak Valley Bancorp |
CWBC | Community West Bancshares |
FFNW | First Financial Northwest, Inc. |
HMNF | HMN Financial, Inc. |
HFBL | Home Federal Bancorp, Inc. of Louisiana |
PBHC | Pathfinder Bancorp, Inc. |
FNWB | First Northwest Bancorp |
HTBI | HomeTrust Bancshares, Inc. |
WMPN Ownership FAQ
Who Owns William Penn Ban?
William Penn Ban is owned by institutional shareholders (5.95%), insiders (20.89%), and public (73.16%). The largest institutional shareholder of William Penn Ban is VANGUARD GROUP INC (6.01% of total shares) and the top mutual fund owner is VANGUARD VALLEY FORGE FUNDS (0.01% of total shares).
Who are the major institutional shareholders of William Penn Ban?
William Penn Ban's major institutional shareholders are VANGUARD GROUP INC, DEPRINCE RACE & ZOLLO INC, DRYDEN CAPITAL, LLC, RUSSELL INVESTMENTS GROUP, LTD., and MANGROVE PARTNERS. The top five shareholders own together 15.71% of the company's share outstanding.
How many William Penn Ban shareholders are there?
As of Jun 2024, there are 9 institutional shareholders of William Penn Ban.
What percentage of William Penn Ban is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 501.15K shares of William Penn Ban, representing 6.01% of the company's total shares outstanding, valued at $5.71M (as of Jun 2024).
What percentage of William Penn Ban is owned by DEPRINCE RACE & ZOLLO INC?
As of Jun 2024, DEPRINCE RACE & ZOLLO INC holds 255.68K shares of William Penn Ban (WMPN), compromising 3.07% of the company, valued at $2.91M.
What percentage of William Penn Ban is owned by DRYDEN CAPITAL, LLC?
DRYDEN CAPITAL, LLC is the third largest holder of William Penn Ban. The company owns 228.56K of the company's shares outstanding (worth $2.61M).