William Penn Ban Ownership 2024 | Who Owns William Penn Ban Now?

Overview RevenueFinancials Chart

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

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 20, 2024	TURNER ALAN B	officer	EVP and CLO	F-InKind	Sell	2,362	$12.06	$28.49K	23,920
May 20, 2024	TURNER ALAN B	officer	EVP and CLO	J-Other	Sell	5,056	-	-	15,168
May 20, 2024	Logan Jonathan Thomas	officer	EVP and CFO	J-Other	Sell	9,101	-	-	27,303
May 20, 2024	Logan Jonathan Thomas	officer	EVP and CFO	F-InKind	Sell	3,766	$12.06	$45.42K	17,322
May 20, 2024	Cimino Jeannine	officer	EVP and CRO	J-Other	Sell	10,112	-	-	30,336
May 20, 2024	Cimino Jeannine	officer	EVP and CRO	F-InKind	Sell	5,355	$12.06	$64.58K	9,676
May 20, 2024	Hannigan Amy Jean	officer	EVP and COO	J-Other	Sell	9,101	-	-	27,303
May 20, 2024	Hannigan Amy Jean	officer	EVP and COO	F-InKind	Sell	3,764	$12.06	$45.39K	19,667
May 20, 2024	Stephon Kenneth John	director, officer	President and CEO	J-Other	Sell	25,280	-	-	75,840
May 14, 2024	PARRY WILLIAM B K JR	director	-	J-Other	Sell	2,781	-	-	8,343
May 14, 2024	Molden Christopher Matthew	director	-	J-Other	Sell	2,781	-	-	8,343
May 14, 2024	Sarubbi Vincent Peter	director	-	J-Other	Sell	2,781	-	-	8,343

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 20, 2024	TURNER ALAN B	officer	EVP and CLO	J-Other	Buy	5,056	-	-	26,282
May 20, 2024	TURNER ALAN B	officer	EVP and CLO	F-InKind	Sell	2,362	$12.06	$28.49K	23,920
May 20, 2024	TURNER ALAN B	officer	EVP and CLO	J-Other	Sell	5,056	-	-	15,168
May 20, 2024	Logan Jonathan Thomas	officer	EVP and CFO	J-Other	Sell	9,101	-	-	27,303
May 20, 2024	Logan Jonathan Thomas	officer	EVP and CFO	J-Other	Buy	9,101	-	-	21,088
May 20, 2024	Logan Jonathan Thomas	officer	EVP and CFO	F-InKind	Sell	3,766	$12.06	$45.42K	17,322
May 20, 2024	Cimino Jeannine	officer	EVP and CRO	J-Other	Sell	10,112	-	-	30,336
May 20, 2024	Cimino Jeannine	officer	EVP and CRO	J-Other	Buy	10,112	-	-	15,031
May 20, 2024	Cimino Jeannine	officer	EVP and CRO	F-InKind	Sell	5,355	$12.06	$64.58K	9,676
May 20, 2024	Hannigan Amy Jean	officer	EVP and COO	J-Other	Sell	9,101	-	-	27,303
May 20, 2024	Hannigan Amy Jean	officer	EVP and COO	J-Other	Buy	9,101	-	-	23,431
May 20, 2024	Hannigan Amy Jean	officer	EVP and COO	F-InKind	Sell	3,764	$12.06	$45.39K	19,667
May 20, 2024	Stephon Kenneth John	director, officer	President and CEO	J-Other	Buy	25,280	-	-	84,919
May 20, 2024	Stephon Kenneth John	director, officer	President and CEO	J-Other	Sell	25,280	-	-	75,840
May 14, 2024	PARRY WILLIAM B K JR	director	-	J-Other	Buy	2,781	-	-	40,531
May 14, 2024	PARRY WILLIAM B K JR	director	-	J-Other	Sell	2,781	-	-	8,343
May 14, 2024	Molden Christopher Matthew	director	-	J-Other	Sell	2,781	-	-	8,343
May 14, 2024	Molden Christopher Matthew	director	-	J-Other	Buy	2,781	-	-	6,929
May 14, 2024	Sarubbi Vincent Peter	director	-	J-Other	Sell	2,781	-	-	8,343
May 14, 2024	Sarubbi Vincent Peter	director	-	J-Other	Buy	2,781	-	-	5,986

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).