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
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | William Penn Ban | 20.72% | 20.32% | 58.96% |
Sector | Financial Services Stocks | 86.48% | 14.02% | -0.50% |
Industry | Regional Banks Stocks | 51.80% | 12.03% | 36.18% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Vanguard group | 490.35K | 5.98% | $5.88M |
Alliancebernstein | 420.56K | 5.13% | $5.05M |
Deprince race & zollo | 250.95K | 3.06% | $3.01M |
Gardner lewis asset management l p | 235.59K | 2.87% | $2.83M |
Dryden capital | 228.56K | 2.74% | $2.61M |
Russell investments group | 195.04K | 2.38% | $2.34B |
Mangrove partners | 119.27K | 1.45% | $1.43M |
Yakira capital management | 115.18K | 1.40% | $1.38M |
Geode capital management | 83.38K | 1.02% | $1.00M |
Oppenheimer & close | 75.00K | 0.90% | $855.00K |
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 |
Gardner lewis asset management l p | 235.59K | 0.69% | $2.83M |
Yakira capital management | 115.18K | 0.50% | $1.38M |
Kennedy investment group | 55.62K | 0.30% | $667.43K |
Mangrove partners | 119.27K | 0.16% | $1.43M |
De lisle partners llp | 65.68K | 0.12% | $789.17K |
Prospector partners | 52.80K | 0.07% | $633.60K |
Deprince race & zollo | 250.95K | 0.06% | $3.01M |
Wittenberg investment management | 12.22K | 0.06% | $146.63K |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Alliancebernstein | 420.56K | 0.00% | 420.56K |
Gardner lewis asset management l p | 235.59K | 0.69% | 235.59K |
Dryden capital | 228.56K | 4.42% | 200.77K |
Yakira capital management | 115.18K | 0.50% | 115.18K |
Deprince race & zollo | 250.95K | 0.06% | 51.90K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Kennedy capital management | - | - | -37.72K |
Jane street group | - | - | -34.00K |
Schonfeld strategic advisors | - | - | -22.80K |
Gsa capital partners llp | - | - | -15.26K |
Wittenberg investment management | 12.22K | 0.06% | -14.90K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Alliancebernstein | 420.56K | 0.00% | 420.56K | $5.05M |
Gardner lewis asset management l p | 235.59K | 0.69% | 235.59K | $2.83M |
Yakira capital management | 115.18K | 0.50% | 115.18K | $1.38M |
Susquehanna group, llp | 38.55K | 0.00% | 38.55K | $462.61K |
Raymond james financial | 27.16K | 0.00% | 27.16K | $325.94K |
Sold Out
Holder | Change |
---|---|
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
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 | 152.54K | 1.66% | -10.79K |
DePrince, Race & Zollo, Micro Cap Val | 137.56K | 1.49% | - |
Russell Inv US Small Cap Equity E | 84.74K | 0.92% | - |
VT De Lisle America B USD | 65.68K | 0.71% | - |
Fidelity Extended Market Index | 39.88K | 0.43% | -321.00 |
Russell Inv Small Cap | 39.71K | 0.43% | - |
Russell Inv Small Cap Fund B | 39.71K | 0.43% | - |
DFA US Small Cap Value I | 38.12K | 0.41% | 1.75K |
Kennedy Bank Sector | 37.72K | 0.41% | 37.72K |
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 |
---|---|---|
2025 Q1 | - | - |
2024 Q2 | - | - |
2024 Q1 | 2 | - |
2023 Q4 | 1 | - |
2023 Q3 | 4 | - |
WMPN Ownership FAQ
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