West Ban Ownership | Who Owns West Ban?
West Ban Ownership Summary
West Ban is owned by 45.08% institutional investors, 10.91% insiders, and 44.01% retail investors. Fmr is the largest institutional shareholder, holding 8.53% of WTBA shares. Fidelity Low-Priced Stock is the top mutual fund, with 3.66% of its assets in West Ban shares.
WTBA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | West Ban | 45.08% | 10.91% | 44.01% |
| 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 |
|---|---|---|---|
| Fmr | 1.43M | 8.53% | $25.55M |
| Blackrock | 1.20M | 7.17% | $21.46M |
| Vanguard group | 758.01K | 4.53% | $13.57M |
| Dimensional fund advisors lp | 673.70K | 4.03% | $12.06M |
| West ban | 441.85K | 2.64% | $7.91M |
| State street | 365.22K | 2.18% | $6.54M |
| Geode capital management | 348.97K | 2.09% | $6.25M |
| Legacy bridge | 302.52K | 1.81% | $5.42M |
| Pacific ridge capital partners | 235.60K | 1.41% | $4.22M |
| Renaissance | 216.75K | 1.30% | $3.88M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| West ban | 441.85K | 5.85% | $7.91M |
| Legacy bridge | 302.52K | 3.19% | $5.42M |
| Pacific ridge capital partners | 235.60K | 1.01% | $4.22M |
| Wealthstar advisors | 35.25K | 0.51% | $631.01K |
| Lexaurum advisors | 30.31K | 0.13% | $542.49K |
| De lisle partners llp | 25.26K | 0.10% | $449.56K |
| Independent wealth network | 11.35K | 0.09% | $203.17K |
| Aptus capital advisors | 199.44K | 0.06% | $3.57M |
| City state bank | 7.86K | 0.06% | $140.60K |
| Foster group | 30.77K | 0.02% | $550.73K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Aptus capital advisors | 199.44K | 0.06% | 39.67K |
| Wealth enhancement advisory services | 48.42K | 0.00% | 35.68K |
| Wealthstar advisors | 35.25K | 0.51% | 35.25K |
| Vanguard group | 758.01K | 0.00% | 24.27K |
| Fmr | 1.43M | 0.00% | 23.71K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Kennedy capital management | - | - | -54.25K |
| Jpmorgan chase | 7.06K | - | -22.12K |
| Jane street group | - | - | -18.67K |
| Gilbert & cook | - | - | -16.84K |
| Ubs group | 27.29K | 0.00% | -12.71K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Wealthstar advisors | 35.25K | 0.51% | 35.25K | $631.01K |
| Choreo | 15.20K | 0.00% | 15.20K | $267.26K |
| Susquehanna group, llp | 10.50K | - | 10.50K | $187.95K |
| Corebridge financial | 8.68K | 0.00% | 8.68K | $155.34K |
| Mirae asset global etfs | 8.13K | 0.00% | 8.13K | $145.62K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Qube research | -132.00 |
| Simplex trading | -227.00 |
| Acadian asset management | -558.00 |
| Fidelis capital partners | -618.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 79 | 1.28% | 7,589,025 | 0.82% | 45 | 2.25% | 42 | 5.00% | 17 | -19.05% |
| Jun 30, 2024 | 77 | 2.67% | 7,527,128 | 1.69% | 44 | 2.30% | 39 | 21.88% | 21 | -12.50% |
| Mar 31, 2024 | 75 | 4.17% | 7,402,210 | 0.49% | 44 | 2.28% | 32 | -8.57% | 24 | 26.32% |
| Dec 31, 2023 | 72 | 5.88% | 7,365,860 | 2.14% | 44 | 2.37% | 35 | 52.17% | 19 | -38.71% |
| Sep 30, 2023 | 68 | 4.62% | 7,211,420 | -1.46% | 43 | 2.25% | 23 | -30.30% | 31 | 34.78% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Fidelity Low-Priced Stock | 616.04K | 3.66% | - |
| iShares Russell 2000 ETF | 501.14K | 2.98% | -1.05K |
| Vanguard Total Stock Mkt Idx Inv | 449.79K | 2.67% | - |
| Opus Small Cap Value Plus ETF | 268.23K | 1.59% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 243.81K | 1.45% | -2.08K |
| Pacific Ridge Capital Ptnrs Micro Cp Val | 179.92K | 1.07% | -10.45K |
| Fidelity Global Value Growth Eq MF | 179.70K | 1.07% | - |
| Fidelity Series Intrinsic Opps | 164.60K | 0.98% | - |
| Fidelity Small Cap Index | 164.03K | 0.97% | -87.00 |
| iShares Russell 2000 Value ETF | 163.89K | 0.97% | 212.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 20, 2024 | NELSON DAVID D | CEO & PRESIDENT | Buy | $14.08K |
| Nov 08, 2024 | GULLING DOUGLAS R | - | Sell | $9.42K |
| Nov 08, 2024 | GULLING DOUGLAS R | - | Sell | $85.03K |
| Aug 21, 2024 | NELSON DAVID D | CEO & PRESIDENT | Buy | $13.90K |
| May 22, 2024 | NELSON DAVID D | CEO & PRESIDENT | Buy | $13.72K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | 1 | 2 |
| 2024 Q3 | 1 | - |
| 2024 Q2 | 1 | - |
| 2024 Q1 | 2 | - |
| 2023 Q4 | 2 | - |
WTBA Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools