West Ban Ownership 2024 | Who Owns West Ban Now?
Institutional Ownership
16.82%
Insider Ownership
10.94%
Retail Ownership
72.24%
Institutional Holders
32.00
West Ban Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FMR LLC | 8.53% | 0.00% | 1,427,429 | 23,711 | 1.69% | 25,550,980 | Jun 30, 2024 |
| BLACKROCK INC. | 7.17% | 0.00% | 1,198,876 | 15,691 | 1.33% | 21,459,881 | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.53% | 0.00% | 758,015 | 24,273 | 3.31% | 13,568,468 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 4.03% | 0.00% | 673,703 | -3,679 | -0.54% | 12,058,859 | Jun 30, 2024 |
| WEST BANCORPORATION INC | 2.64% | 5.85% | 441,847 | -1,000 | -0.23% | 7,909,061 | Jun 30, 2024 |
| STATE STREET CORP | 2.18% | 0.00% | 365,224 | -1,509 | -0.41% | 6,537,510,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.09% | 0.00% | 348,968 | 9,961 | 2.94% | 6,247,238 | Jun 30, 2024 |
| LEGACY BRIDGE, LLC | 1.81% | 3.19% | 302,519 | -1,660 | -0.55% | 5,415,091 | Jun 30, 2024 |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 1.41% | 1.01% | 235,605 | -8,377 | -3.43% | 4,217,330 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 1.30% | 0.01% | 216,752 | 8,200 | 3.93% | 3,879,861 | Jun 30, 2024 |
| APTUS CAPITAL ADVISORS, LLC | 1.19% | 0.06% | 199,435 | 39,675 | 24.83% | 3,569,887 | Jun 30, 2024 |
| MORGAN STANLEY | 0.87% | 0.00% | 145,237 | -5,838 | -3.86% | 2,599,794 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.80% | 0.00% | 133,821 | -5,421 | -3.89% | 2,395,396,000 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.72% | 0.00% | 120,264 | 3,945 | 3.39% | 2,152,724 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.63% | 0.00% | 106,153 | - | - | 1,900,139 | Jun 30, 2024 |
| US BANCORP \DE\ | 0.34% | 0.00% | 57,537 | - | - | 1,029,912 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 0.32% | 0.02% | 54,252 | -233 | -0.43% | 971,111 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.32% | 0.00% | 53,075 | -7,712 | -12.69% | 950,000 | Jun 30, 2024 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.29% | 0.00% | 48,424 | 35,680 | 279.97% | 866,790 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.27% | 0.00% | 45,807 | 1,790 | 4.07% | 819,946 | Jun 30, 2024 |
West Ban's largest institutional shareholder is FMR LLC, holding 8.53% of the company's total share outstanding, currently valued at $25.55M. The top 10 institutional shareholders own together 35.67% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| WEST BANCORPORATION INC | 2.64% | 5.85% | 441,847 | -1,000 | -0.23% | 7,909,061 | Jun 30, 2024 |
| LEGACY BRIDGE, LLC | 1.81% | 3.19% | 302,519 | -1,660 | -0.55% | 5,415,091 | Jun 30, 2024 |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 1.41% | 1.01% | 235,605 | -8,377 | -3.43% | 4,217,330 | Jun 30, 2024 |
| WEALTHSTAR ADVISORS, LLC | 0.21% | 0.51% | 35,252 | 35,252 | 100.00% | 631,011 | Jun 30, 2024 |
| LEXAURUM ADVISORS, LLC | 0.18% | 0.13% | 30,307 | 1,829 | 6.42% | 542,489 | Jun 30, 2024 |
| DE LISLE PARTNERS LLP | 0.15% | 0.10% | 25,263 | - | - | 449,555 | Jun 30, 2024 |
| INDEPENDENT WEALTH NETWORK INC. | 0.07% | 0.09% | 11,350 | 1,144 | 11.21% | 203,168 | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | 0.02% | 0.08% | 2,984 | 1,846 | 162.21% | 53,414 | Jun 30, 2024 |
| APTUS CAPITAL ADVISORS, LLC | 1.19% | 0.06% | 199,435 | 39,675 | 24.83% | 3,569,887 | Jun 30, 2024 |
| CITY STATE BANK | 0.05% | 0.06% | 7,855 | -40 | -0.51% | 140,605 | Jun 30, 2024 |
| GILBERT & COOK, INC. | 0.10% | 0.04% | 16,839 | - | - | 301,418 | Jun 30, 2024 |
| FOSTER GROUP, INC. | 0.18% | 0.02% | 30,767 | - | - | 550,729 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 0.32% | 0.02% | 54,252 | -233 | -0.43% | 971,111 | Jun 30, 2024 |
| MUTUAL ADVISORS, LLC | 0.16% | 0.02% | 26,597 | 3,544 | 15.37% | 533,535 | Jun 30, 2024 |
| CLARITY ASSET MANAGEMENT, INC. | 0.01% | 0.01% | 1,000 | 500 | 100.00% | 17,900 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 1.30% | 0.01% | 216,752 | 8,200 | 3.93% | 3,879,861 | Jun 30, 2024 |
| CHOREO, LLC | 0.09% | 0.00% | 15,203 | 15,203 | 100.00% | 267,263 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 4.03% | 0.00% | 673,703 | -3,679 | -0.54% | 12,058,859 | Jun 30, 2024 |
| NORTHWEST BANK & TRUST CO | 0.00% | 0.00% | 155 | - | - | 2,772 | Jun 30, 2024 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.29% | 0.00% | 48,424 | 35,680 | 279.97% | 866,790 | Jun 30, 2024 |
The largest West Ban shareholder by % of total assets is WEST BANCORPORATION INC. The company owns 441.85K shares of West Ban (WTBA), representing 5.85% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| APTUS CAPITAL ADVISORS, LLC | 1.19% | 0.06% | 199,435 | 39,675 | 24.83% | 3,569,887 | Jun 30, 2024 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.29% | 0.00% | 48,424 | 35,680 | 279.97% | 866,790 | Jun 30, 2024 |
| WEALTHSTAR ADVISORS, LLC | 0.21% | 0.51% | 35,252 | 35,252 | 100.00% | 631,011 | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.53% | 0.00% | 758,015 | 24,273 | 3.31% | 13,568,468 | Jun 30, 2024 |
| FMR LLC | 8.53% | 0.00% | 1,427,429 | 23,711 | 1.69% | 25,550,980 | Jun 30, 2024 |
| BLACKROCK INC. | 7.17% | 0.00% | 1,198,876 | 15,691 | 1.33% | 21,459,881 | Jun 30, 2024 |
| CHOREO, LLC | 0.09% | 0.00% | 15,203 | 15,203 | 100.00% | 267,263 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.07% | - | 11,892 | 11,892 | 100.00% | 212,867 | Jun 30, 2024 |
| PRIVATE ADVISOR GROUP, LLC | 0.07% | 0.00% | 11,500 | 11,500 | 100.00% | 205,850 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.09% | 0.00% | 348,968 | 9,961 | 2.94% | 6,247,238 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 8,678 | 8,678 | 100.00% | 155,336 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 1.30% | 0.01% | 216,752 | 8,200 | 3.93% | 3,879,861 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 8,135 | 8,135 | 100.00% | 145,617 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.06% | - | 9,776 | 4,034 | 70.25% | 174,984 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.72% | 0.00% | 120,264 | 3,945 | 3.39% | 2,152,724 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.03% | 0.00% | 4,522 | 3,851 | 573.92% | 80,944 | Jun 30, 2024 |
| MUTUAL ADVISORS, LLC | 0.16% | 0.02% | 26,597 | 3,544 | 15.37% | 533,535 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.08% | - | 13,265 | 3,284 | 32.90% | 237,443 | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | 0.02% | 0.08% | 2,984 | 1,846 | 162.21% | 53,414 | Jun 30, 2024 |
| LEXAURUM ADVISORS, LLC | 0.18% | 0.13% | 30,307 | 1,829 | 6.42% | 542,489 | Jun 30, 2024 |
As of Jun 30 2024, West Ban's largest institutional buyer is APTUS CAPITAL ADVISORS, LLC. The company purchased 39.67K stocks of WTBA, valued at $3.57M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 0.04% | - | 7,061 | -22,119 | -75.80% | 126,392 | Jun 30, 2024 |
| UBS GROUP AG | 0.16% | 0.00% | 27,285 | -12,715 | -31.79% | 488,401 | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | - | - | - | -10,915 | -100.00% | - | Jun 30, 2024 |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 1.41% | 1.01% | 235,605 | -8,377 | -3.43% | 4,217,330 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -7,991 | -100.00% | - | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.32% | 0.00% | 53,075 | -7,712 | -12.69% | 950,000 | Jun 30, 2024 |
| INVESCO LTD. | 0.14% | 0.00% | 23,530 | -6,459 | -21.54% | 421,188 | Jun 30, 2024 |
| MORGAN STANLEY | 0.87% | 0.00% | 145,237 | -5,838 | -3.86% | 2,599,794 | Jun 30, 2024 |
| BARCLAYS PLC | 0.03% | - | 5,362 | -5,697 | -51.51% | 95,000 | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -5,691 | -100.00% | - | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.80% | 0.00% | 133,821 | -5,421 | -3.89% | 2,395,396,000 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.22% | 0.00% | 36,893 | -5,101 | -12.15% | 661,000 | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.02% | - | 3,226 | -5,014 | -60.85% | 57,745 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 4.03% | 0.00% | 673,703 | -3,679 | -0.54% | 12,058,859 | Jun 30, 2024 |
| LEGACY BRIDGE, LLC | 1.81% | 3.19% | 302,519 | -1,660 | -0.55% | 5,415,091 | Jun 30, 2024 |
| STATE STREET CORP | 2.18% | 0.00% | 365,224 | -1,509 | -0.41% | 6,537,510,000 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.10% | 0.00% | 17,167 | -1,294 | -7.01% | 307,289 | Jun 30, 2024 |
| WEST BANCORPORATION INC | 2.64% | 5.85% | 441,847 | -1,000 | -0.23% | 7,909,061 | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -914 | -100.00% | - | Jun 30, 2024 |
| FIDELIS CAPITAL PARTNERS, LLC | - | - | - | -618 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, West Ban's biggest institutional seller is JPMORGAN CHASE & CO. The company sold -22.12K shares of WTBA, valued at $126.39K.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| WEALTHSTAR ADVISORS, LLC | 0.21% | 0.51% | 35,252 | 35,252 | 100.00% | 631,011 | Jun 30, 2024 |
| CHOREO, LLC | 0.09% | 0.00% | 15,203 | 15,203 | 100.00% | 267,263 | Jun 30, 2024 |
| PRIVATE ADVISOR GROUP, LLC | 0.07% | 0.00% | 11,500 | 11,500 | 100.00% | 205,850 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 8,678 | 8,678 | 100.00% | 155,336 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 8,135 | 8,135 | 100.00% | 145,617 | Jun 30, 2024 |
| CWM, LLC | 0.00% | - | 90 | 90 | 100.00% | 2,000 | Jun 30, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | 0.00% | - | 54 | 54 | 100.00% | 967 | Jun 30, 2024 |
West Ban's largest new institutional shareholder by number of shares is WEALTHSTAR ADVISORS, LLC, purchased 35.25K shares, valued at $631.01K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| QUADRATURE CAPITAL LTD | - | - | - | -10,915 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -7,991 | -100.00% | - | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -5,691 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -914 | -100.00% | - | Jun 30, 2024 |
| FIDELIS CAPITAL PARTNERS, LLC | - | - | - | -618 | -100.00% | - | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | - | - | - | -558 | -100.00% | - | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | - | - | - | -227 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -2 | -100.00% | - | Jun 30, 2024 |
West Ban's largest sold out institutional shareholder by shares sold is QUADRATURE CAPITAL LTD, sold -10.91K shares, valued at -, as of undefined.
West Ban Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| CORNERCAP GROUP OF FUNDS /VA/ | 0.22% | 15,842 | - | - | Sep 30, 2022 |
| VANGUARD VALLEY FORGE FUNDS | 0.02% | 9,617 | - | - | Mar 31, 2024 |
| FIDELITY PURITAN TRUST | 0.02% | 954,634 | -1,578 | -0.17% | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.01% | 39,382 | - | - | Mar 31, 2024 |
| ETF Series Solutions | 0.01% | 147,064 | 5,290 | 3.73% | Jan 31, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.01% | 64,423 | - | - | Mar 28, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 27,302 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 2,509 | - | - | Mar 31, 2024 |
| FORUM FUNDS II | 0.00% | 3,500 | - | - | Jan 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 597 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 631,251 | -182,027 | -22.38% | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 43,461 | -1,430 | -3.19% | Jan 31, 2024 |
| Ultimus Managers Trust | 0.00% | 11,901 | - | - | Feb 29, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 105,460 | - | - | Feb 29, 2024 |
| TARGET PORTFOLIO TRUST | 0.00% | 18,359 | - | - | Jan 31, 2024 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.00% | 10,069 | - | - | Mar 31, 2024 |
| RBB FUND, INC. | 0.00% | 68,770 | - | - | Feb 29, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 15,738 | -2,482 | -13.62% | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 138,173 | 4,950 | 3.72% | Feb 29, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 5,722 | - | - | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 1,387 | - | - | Mar 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 500,924 | 79,571 | 18.88% | Jan 31, 2024 |
| Dimensional ETF Trust | 0.00% | 175,497 | 364 | 0.21% | Jan 31, 2024 |
| Forethought Variable Insurance Trust | 0.00% | 1,154 | - | - | Mar 28, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 8,088 | -688 | -7.84% | Mar 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 132 | - | - | Apr 30, 2021 |
| GPS Funds I | 0.00% | 1,329 | - | - | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 200 | - | - | Dec 31, 2023 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 6,936 | -974 | -12.31% | Mar 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 14,136 | 12 | 0.08% | Jan 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 785 | - | - | Mar 31, 2024 |
| Global X Funds | 0.00% | 7,091 | - | - | Jan 31, 2024 |
| OHIO NATIONAL FUND INC | 0.00% | 2,913 | - | - | Mar 31, 2024 |
| Goldman Sachs ETF Trust | 0.00% | 12,359 | -480 | -3.74% | Feb 29, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 2,700 | - | - | Jan 31, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 1,763 | - | - | Mar 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 24,005 | 965 | 4.19% | Feb 29, 2024 |
| Fidelity Rutland Square Trust II | 0.00% | 112,000 | 2,800 | 2.56% | Feb 29, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 239 | - | - | Mar 31, 2024 |
| SEASONS SERIES TRUST | 0.00% | 2,125 | - | - | Mar 31, 2024 |
| RBC FUNDS TRUST | 0.00% | 10,100 | - | - | Mar 28, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 5,200 | - | - | Mar 31, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.00% | 7,800 | - | - | Mar 31, 2024 |
| NORTHERN FUNDS | 0.00% | 8,504 | 122 | 1.46% | Mar 28, 2024 |
| Fidelity Commonwealth Trust II | 0.00% | 369 | - | - | Aug 31, 2023 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 2,631 | - | - | Dec 31, 2023 |
| VALIC Co II | 0.00% | 1,330 | -100 | -6.99% | Feb 28, 2021 |
| iSHARES TRUST | 0.00% | 641,332 | -39,033 | -5.74% | Mar 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 43,009 | -387 | -0.89% | Mar 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 71,546 | 7,857 | 12.34% | Feb 29, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 148 | - | - | Dec 31, 2023 |
| RUSSELL INVESTMENT CO | 0.00% | 10,069 | - | - | Jan 31, 2024 |
| WisdomTree Trust | 0.00% | 57,994 | -1,057 | -1.79% | Mar 31, 2024 |
| EMPOWER FUNDS, INC. | 0.00% | 30,800 | - | - | Mar 31, 2024 |
| MAINSTAY FUNDS TRUST | 0.00% | 5,500 | - | - | Jan 31, 2024 |
| VALIC Co I | 0.00% | 6,223 | -25 | -0.40% | Feb 29, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 2,818 | - | - | Mar 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 1,244 | - | - | Feb 29, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 73 | - | - | Dec 31, 2023 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 2,230 | -13 | -0.58% | Jan 31, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 478 | - | - | Mar 28, 2024 |
| Guggenheim Active Allocation Fund | 0.00% | 95 | - | - | Feb 29, 2024 |
| RUSSELL INVESTMENT FUNDS | 0.00% | 1,696 | - | - | Mar 31, 2024 |
| LAZARD FUNDS INC | 0.00% | 588 | - | - | Mar 31, 2024 |
| OLD WESTBURY FUNDS INC | 0.00% | 1,800 | - | - | Jan 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 165 | - | - | Mar 31, 2024 |
| PGIM ETF TRUST | 0.00% | 874 | - | - | Feb 29, 2024 |
| HC CAPITAL TRUST | 0.00% | 408 | - | - | Mar 31, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 1,074 | - | - | Mar 31, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 11,970 | - | - | Mar 31, 2024 |
| ProFunds | 0.00% | 126 | -11 | -8.03% | Mar 31, 2024 |
| STONE RIDGE TRUST | 0.00% | 255 | - | - | Jan 31, 2024 |
| TIAA-CREF FUNDS | 0.00% | 30,928 | - | - | Jan 31, 2024 |
| PROSHARES TRUST | 0.00% | 2,376 | 282 | 13.47% | Feb 29, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 10 | - | - | Dec 31, 2023 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 1,969 | 352 | 21.77% | Jan 31, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 761 | - | - | Feb 29, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 15,706 | - | - | Mar 31, 2024 |
| JPMORGAN TRUST II | 0.00% | 6,450 | - | - | Feb 29, 2024 |
| Brighthouse Funds Trust II | 0.00% | 5,498 | - | - | Mar 31, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 1,837 | -8 | -0.43% | Jan 31, 2024 |
| Brinker Capital Destinations Trust | 0.00% | 294 | - | - | Feb 29, 2024 |
| GMO TRUST | 0.00% | 5,770 | - | - | Feb 29, 2024 |
| Franklin Templeton ETF Trust | 0.00% | 774 | - | - | Mar 31, 2024 |
| SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 10,168 | - | - | Dec 31, 2023 |
| TRUST FOR PROFESSIONAL MANAGERS | 0.00% | 973 | 973 | - | Feb 29, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 6,698 | -585 | -8.03% | Mar 31, 2024 |
| FIDELITY SALEM STREET TRUST | 0.00% | 11,968 | -330 | -2.68% | Mar 31, 2024 |
| COLUMBIA FUNDS SERIES TRUST I | 0.00% | 13,000 | - | - | Feb 29, 2024 |
| PACIFIC SELECT FUND | 0.00% | 6,931 | -155 | -2.19% | Mar 31, 2024 |
| Blackstone Alternative Investment Funds | 0.00% | 200 | - | - | Mar 31, 2024 |
| WILSHIRE MUTUAL FUNDS INC | 0.00% | 500 | - | - | Dec 31, 2023 |
| ADVANCED SERIES TRUST | 0.00% | 5,300 | - | - | Mar 28, 2024 |
| Bridge Builder Trust | 0.00% | 6,852 | -748 | -9.84% | Mar 31, 2024 |
| MASSMUTUAL SELECT FUNDS | 0.00% | 1,322 | - | - | Dec 31, 2023 |
| Meeder Funds | 0.00% | 4 | - | - | Mar 31, 2024 |
| AMERICAN BEACON FUNDS | 0.00% | 3,027 | - | - | Feb 29, 2024 |
| SPDR SERIES TRUST | 0.00% | 21,936 | -163 | -0.74% | Mar 31, 2024 |
| BlackRock Variable Series Funds, Inc. | 0.00% | 2,084 | - | - | Mar 31, 2024 |
| BLACKROCK FUNDS | 0.00% | 2,841 | -699 | -19.75% | Jan 31, 2024 |
West Ban's largest mutual fund holder by % of total assets is "CORNERCAP GROUP OF FUNDS /VA/", owning 15.84K shares, compromising 0.22% of its total assets.
West Ban Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 32 | -57.33% |
| 31 Mar, 24 | 75 | 4.17% |
| 31 Dec, 23 | 72 | 5.88% |
| 30 Sep, 23 | 68 | 4.62% |
| 30 Jun, 23 | 65 | -5.80% |
| 31 Mar, 23 | 69 | -2.82% |
| 31 Dec, 22 | 71 | -5.33% |
| 30 Sep, 22 | 75 | 4.17% |
| 30 Jun, 22 | 72 | -7.69% |
| 31 Mar, 22 | 78 | - |
| 31 Dec, 21 | 78 | 4.00% |
| 30 Sep, 21 | 75 | 7.14% |
| 30 Jun, 21 | 70 | -1.41% |
| 31 Mar, 21 | 71 | 1.43% |
| 31 Dec, 20 | 70 | 1.45% |
| 30 Sep, 20 | 69 | -2.82% |
| 30 Jun, 20 | 71 | 5.97% |
| 31 Mar, 20 | 67 | -10.67% |
| 31 Dec, 19 | 75 | -3.85% |
| 30 Sep, 19 | 78 | 5.41% |
| 30 Jun, 19 | 74 | -5.13% |
| 31 Mar, 19 | 78 | - |
| 31 Dec, 18 | 78 | 6.85% |
| 30 Sep, 18 | 73 | -5.19% |
| 30 Jun, 18 | 77 | 1.32% |
| 31 Mar, 18 | 76 | -1.30% |
| 31 Dec, 17 | 77 | 20.31% |
| 30 Sep, 17 | 64 | -3.03% |
| 30 Jun, 17 | 66 | 3.13% |
| 31 Mar, 17 | 64 | -3.03% |
| 31 Dec, 16 | 66 | - |
| 30 Sep, 16 | 66 | 17.86% |
| 30 Jun, 16 | 56 | -3.45% |
| 31 Mar, 16 | 58 | 1.75% |
| 31 Dec, 15 | 57 | 5.56% |
| 30 Sep, 15 | 54 | - |
| 30 Jun, 15 | 54 | -3.57% |
| 31 Mar, 15 | 56 | 9.80% |
| 31 Dec, 14 | 51 | -8.93% |
| 30 Sep, 14 | 56 | - |
| 30 Jun, 14 | 56 | 7.69% |
| 31 Mar, 14 | 52 | 4.00% |
| 31 Dec, 13 | 50 | -3.85% |
| 30 Sep, 13 | 52 | 8.33% |
| 30 Jun, 13 | 48 | 220.00% |
| 31 Mar, 13 | 15 | -16.67% |
| 31 Dec, 12 | 18 | -10.00% |
| 30 Sep, 12 | 20 | - |
| 30 Jun, 12 | 20 | - |
| 31 Mar, 12 | 20 | - |
| 31 Dec, 11 | 20 | -4.76% |
| 30 Sep, 11 | 21 | 10.53% |
| 30 Jun, 11 | 19 | 11.76% |
| 31 Mar, 11 | 17 | 54.55% |
| 31 Dec, 10 | 11 | -8.33% |
| 30 Sep, 10 | 12 | -20.00% |
| 30 Jun, 10 | 15 | 25.00% |
| 31 Mar, 10 | 12 | -7.69% |
| 31 Dec, 09 | 13 | 18.18% |
| 30 Sep, 09 | 11 | -8.33% |
| 30 Jun, 09 | 12 | 71.43% |
| 31 Mar, 09 | 7 | -22.22% |
| 31 Dec, 08 | 9 | -18.18% |
| 30 Sep, 08 | 11 | 10.00% |
| 30 Jun, 08 | 10 | 42.86% |
| 31 Mar, 08 | 7 | 16.67% |
| 31 Dec, 07 | 6 | 50.00% |
| 30 Sep, 07 | 4 | - |
| 30 Jun, 07 | 4 | -33.33% |
| 31 Mar, 07 | 6 | -33.33% |
| 31 Dec, 06 | 9 | 12.50% |
| 30 Sep, 06 | 8 | 33.33% |
| 30 Jun, 06 | 6 | -25.00% |
| 31 Mar, 06 | 8 | 60.00% |
| 31 Dec, 05 | 5 | 66.67% |
| 30 Sep, 05 | 3 | -25.00% |
| 30 Jun, 05 | 4 | 33.33% |
| 31 Mar, 05 | 3 | - |
| 31 Dec, 04 | 3 | - |
| 30 Sep, 04 | 3 | -25.00% |
| 30 Jun, 04 | 4 | -33.33% |
| 31 Mar, 04 | 6 | - |
| 31 Dec, 03 | 6 | 20.00% |
| 30 Sep, 03 | 5 | 66.67% |
| 30 Jun, 03 | 3 | - |
| 31 Mar, 03 | 3 | 200.00% |
| 31 Dec, 02 | 1 | - |
| 30 Sep, 02 | 1 | - |
As of 30 Jun 24, 32 institutions are holding West Ban's shares, representing a decrease of -57.33% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 2,815,038 | -61.97% |
| 31 Mar, 24 | 7,402,210 | 0.49% |
| 31 Dec, 23 | 7,365,860 | 2.14% |
| 30 Sep, 23 | 7,211,420 | -1.46% |
| 30 Jun, 23 | 7,318,543 | 2.31% |
| 31 Mar, 23 | 7,153,439 | -1.13% |
| 31 Dec, 22 | 7,235,407 | 3.40% |
| 30 Sep, 22 | 6,997,768 | 4.16% |
| 30 Jun, 22 | 6,718,427 | -2.71% |
| 31 Mar, 22 | 6,905,821 | 5.03% |
| 31 Dec, 21 | 6,575,175 | 1.04% |
| 30 Sep, 21 | 6,507,626 | -1.93% |
| 30 Jun, 21 | 6,635,521 | -0.20% |
| 31 Mar, 21 | 6,648,989 | 2.17% |
| 31 Dec, 20 | 6,507,757 | -2.07% |
| 30 Sep, 20 | 6,645,306 | 0.98% |
| 30 Jun, 20 | 6,580,539 | 4.16% |
| 31 Mar, 20 | 6,317,432 | -2.43% |
| 31 Dec, 19 | 6,474,673 | 2.18% |
| 30 Sep, 19 | 6,336,719 | 4.44% |
| 30 Jun, 19 | 6,067,347 | -0.49% |
| 31 Mar, 19 | 6,097,342 | 1.31% |
| 31 Dec, 18 | 6,018,622 | 11.54% |
| 30 Sep, 18 | 5,395,779 | -0.26% |
| 30 Jun, 18 | 5,409,724 | 0.92% |
| 31 Mar, 18 | 5,360,282 | 5.64% |
| 31 Dec, 17 | 5,074,108 | 7.07% |
| 30 Sep, 17 | 4,738,882 | 1.57% |
| 30 Jun, 17 | 4,665,688 | 0.41% |
| 31 Mar, 17 | 4,646,743 | 3.12% |
| 31 Dec, 16 | 4,506,027 | 10.07% |
| 30 Sep, 16 | 4,093,915 | 2.71% |
| 30 Jun, 16 | 3,985,772 | -1.08% |
| 31 Mar, 16 | 4,029,273 | -1.30% |
| 31 Dec, 15 | 4,082,354 | 0.26% |
| 30 Sep, 15 | 4,071,665 | 3.16% |
| 30 Jun, 15 | 3,946,760 | -1.54% |
| 31 Mar, 15 | 4,008,333 | 1.12% |
| 31 Dec, 14 | 3,963,827 | -0.10% |
| 30 Sep, 14 | 3,967,817 | -12.95% |
| 30 Jun, 14 | 4,558,065 | 1.64% |
| 31 Mar, 14 | 4,484,614 | 0.59% |
| 31 Dec, 13 | 4,458,117 | 0.71% |
| 30 Sep, 13 | 4,426,559 | 1.66% |
| 30 Jun, 13 | 4,354,440 | 158.00% |
| 31 Mar, 13 | 1,687,757 | -0.38% |
| 31 Dec, 12 | 1,694,235 | -2.29% |
| 30 Sep, 12 | 1,733,973 | -0.98% |
| 30 Jun, 12 | 1,751,133 | -1.87% |
| 31 Mar, 12 | 1,784,530 | 4.79% |
| 31 Dec, 11 | 1,702,999 | 41.03% |
| 30 Sep, 11 | 1,207,546 | -25.43% |
| 30 Jun, 11 | 1,619,263 | 21.82% |
| 31 Mar, 11 | 1,329,243 | 46.10% |
| 31 Dec, 10 | 909,806 | 13.58% |
| 30 Sep, 10 | 801,035 | -9.44% |
| 30 Jun, 10 | 884,541 | -9.41% |
| 31 Mar, 10 | 976,409 | 5.38% |
| 31 Dec, 09 | 926,559 | 11.27% |
| 30 Sep, 09 | 832,712 | 1.46% |
| 30 Jun, 09 | 820,728 | 22.99% |
| 31 Mar, 09 | 667,297 | -43.55% |
| 31 Dec, 08 | 1,182,004 | 28.15% |
| 30 Sep, 08 | 922,373 | 81.59% |
| 30 Jun, 08 | 507,952 | 46.87% |
| 31 Mar, 08 | 345,843 | 7.27% |
| 31 Dec, 07 | 322,414 | 76.22% |
| 30 Sep, 07 | 182,957 | 48.01% |
| 30 Jun, 07 | 123,615 | -53.34% |
| 31 Mar, 07 | 264,925 | 13.32% |
| 31 Dec, 06 | 233,786 | -29.63% |
| 30 Sep, 06 | 332,221 | 48.63% |
| 30 Jun, 06 | 223,526 | -82.58% |
| 31 Mar, 06 | 1,283,080 | 219.55% |
| 31 Dec, 05 | 401,522 | 780.30% |
| 30 Sep, 05 | 45,612 | -14.82% |
| 30 Jun, 05 | 53,548 | -55.33% |
| 31 Mar, 05 | 119,864 | -2.45% |
| 31 Dec, 04 | 122,878 | 3.09% |
| 30 Sep, 04 | 119,194 | -25.77% |
| 30 Jun, 04 | 160,570 | -0.20% |
| 31 Mar, 04 | 160,896 | 4.09% |
| 31 Dec, 03 | 154,575 | 51.58% |
| 30 Sep, 03 | 101,973 | 36.10% |
| 30 Jun, 03 | 74,927 | 71.05% |
| 31 Mar, 03 | 43,804 | 165.48% |
| 31 Dec, 02 | 16,500 | - |
| 30 Sep, 02 | 16,500 | - |
West Ban (WTBA) has 2.82M shares outstanding as of 30 Jun 24, down -61.97% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 16.82% | 0.86% |
| 31 Mar, 24 | 44.24% | 2.28% |
| 31 Dec, 23 | 44.04% | 2.37% |
| 30 Sep, 23 | 43.12% | 2.25% |
| 30 Jun, 23 | 43.77% | 2.37% |
| 31 Mar, 23 | 42.98% | 2.27% |
| 31 Dec, 22 | 43.48% | 2.46% |
| 30 Sep, 22 | 42.05% | 2.58% |
| 30 Jun, 22 | 40.38% | 2.32% |
| 31 Mar, 22 | 41.70% | 2.64% |
| 31 Dec, 21 | 39.75% | 2.57% |
| 30 Sep, 21 | 39.31% | 2.45% |
| 30 Jun, 21 | 40.09% | 2.46% |
| 31 Mar, 21 | 40.36% | 2.58% |
| 31 Dec, 20 | 39.57% | 2.43% |
| 30 Sep, 20 | 40.35% | 2.53% |
| 30 Jun, 20 | 39.97% | 2.69% |
| 31 Mar, 20 | 38.55% | 2.47% |
| 31 Dec, 19 | 39.53% | 2.64% |
| 30 Sep, 19 | 38.69% | 2.82% |
| 30 Jun, 19 | 37.05% | 2.65% |
| 31 Mar, 19 | 37.41% | 2.74% |
| 31 Dec, 18 | 36.93% | 3.37% |
| 30 Sep, 18 | 33.11% | 3.00% |
| 30 Jun, 18 | 33.21% | 3.04% |
| 31 Mar, 18 | 33.05% | 3.37% |
| 31 Dec, 17 | 31.33% | 3.67% |
| 30 Sep, 17 | 29.23% | 3.53% |
| 30 Jun, 17 | 28.79% | 3.47% |
| 31 Mar, 17 | 28.79% | 3.68% |
| 31 Dec, 16 | 27.96% | 4.34% |
| 30 Sep, 16 | 25.37% | 4.15% |
| 30 Jun, 16 | 24.72% | 3.93% |
| 31 Mar, 16 | 25.07% | 3.88% |
| 31 Dec, 15 | 25.44% | 3.96% |
| 30 Sep, 15 | 25.35% | 4.19% |
| 30 Jun, 15 | 24.58% | 3.93% |
| 31 Mar, 15 | 25.02% | 4.08% |
| 31 Dec, 14 | 24.77% | 4.04% |
| 30 Sep, 14 | 24.77% | 3.05% |
| 30 Jun, 14 | 28.48% | 3.62% |
| 31 Mar, 14 | 28.07% | 3.87% |
| 31 Dec, 13 | 26.92% | 3.59% |
| 30 Sep, 13 | 27.39% | 4.17% |
| 30 Jun, 13 | 25.62% | 26.50% |
| 31 Mar, 13 | 9.83% | 10.38% |
| 31 Dec, 12 | 9.73% | 9.81% |
| 30 Sep, 12 | 9.96% | 9.84% |
| 30 Jun, 12 | 10.06% | 9.57% |
| 31 Mar, 12 | 10.25% | 10.71% |
| 31 Dec, 11 | 9.79% | 20.33% |
| 30 Sep, 11 | 6.94% | 8.01% |
| 30 Jun, 11 | 9.30% | 15.95% |
| 31 Mar, 11 | 7.64% | 27.95% |
| 31 Dec, 10 | 5.23% | 24.68% |
| 30 Sep, 10 | 4.60% | 17.82% |
| 30 Jun, 10 | 5.08% | 16.15% |
| 31 Mar, 10 | 5.61% | 19.79% |
| 31 Dec, 09 | 5.32% | 23.26% |
| 30 Sep, 09 | 4.78% | 21.52% |
| 30 Jun, 09 | 4.72% | 32.08% |
| 31 Mar, 09 | 3.83% | 8.31% |
| 31 Dec, 08 | 6.79% | 24.18% |
| 30 Sep, 08 | 5.30% | 61.91% |
| 30 Jun, 08 | 2.93% | 72.16% |
| 31 Mar, 08 | 2.01% | 59.45% |
| 31 Dec, 07 | 1.84% | 169.09% |
| 30 Sep, 07 | 1.04% | 213.40% |
| 30 Jun, 07 | 0.70% | 31.48% |
| 31 Mar, 07 | 1.49% | 81.03% |
| 31 Dec, 06 | 1.36% | 38.82% |
| 30 Sep, 06 | 1.87% | 125.38% |
| 30 Jun, 06 | 1.22% | 2.50% |
| 31 Mar, 06 | 6.99% | 148.24% |
| 31 Dec, 05 | 2.17% | 3614.89% |
| 30 Sep, 05 | 0.25% | 260.18% |
| 30 Jun, 05 | 0.31% | 65.68% |
| 31 Mar, 05 | 0.68% | 140.36% |
| 31 Dec, 04 | 0.70% | 148.78% |
| 30 Sep, 04 | 0.68% | 85.38% |
| 30 Jun, 04 | 0.90% | 104.79% |
| 31 Mar, 04 | 0.92% | 116.90% |
| 31 Dec, 03 | 0.89% | 276.16% |
| 30 Sep, 03 | 0.57% | 328.39% |
| 30 Jun, 03 | 0.42% | 691.31% |
| 31 Mar, 03 | 0.25% | 2822.53% |
| 31 Dec, 02 | 0.09% | 1070.74% |
| 30 Sep, 02 | 0.09% | - |
As of 30 Jun 24, West Ban is held by 16.82% institutional shareholders, representing a 0.86% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 18 | -43.75% |
| 31 Mar, 24 | 32 | -8.57% |
| 31 Dec, 23 | 35 | 52.17% |
| 30 Sep, 23 | 23 | -30.30% |
| 30 Jun, 23 | 33 | -8.33% |
| 31 Mar, 23 | 36 | 2.86% |
| 31 Dec, 22 | 35 | -7.89% |
| 30 Sep, 22 | 38 | 40.74% |
| 30 Jun, 22 | 27 | -20.59% |
| 31 Mar, 22 | 34 | -5.56% |
| 31 Dec, 21 | 36 | 12.50% |
| 30 Sep, 21 | 32 | 6.67% |
| 30 Jun, 21 | 30 | 7.14% |
| 31 Mar, 21 | 28 | -6.67% |
| 31 Dec, 20 | 30 | 20.00% |
| 30 Sep, 20 | 25 | -40.48% |
| 30 Jun, 20 | 42 | 35.48% |
| 31 Mar, 20 | 31 | -22.50% |
| 31 Dec, 19 | 40 | 2.56% |
| 30 Sep, 19 | 39 | 8.33% |
| 30 Jun, 19 | 36 | -2.70% |
| 31 Mar, 19 | 37 | 2.78% |
| 31 Dec, 18 | 36 | 9.09% |
| 30 Sep, 18 | 33 | 10.00% |
| 30 Jun, 18 | 30 | -11.76% |
| 31 Mar, 18 | 34 | -22.73% |
| 31 Dec, 17 | 44 | 69.23% |
| 30 Sep, 17 | 26 | -16.13% |
| 30 Jun, 17 | 31 | -11.43% |
| 31 Mar, 17 | 35 | 12.90% |
| 31 Dec, 16 | 31 | -3.13% |
| 30 Sep, 16 | 32 | 60.00% |
| 30 Jun, 16 | 20 | -9.09% |
| 31 Mar, 16 | 22 | -8.33% |
| 31 Dec, 15 | 24 | 20.00% |
| 30 Sep, 15 | 20 | -9.09% |
| 30 Jun, 15 | 22 | -21.43% |
| 31 Mar, 15 | 28 | 47.37% |
| 31 Dec, 14 | 19 | -9.52% |
| 30 Sep, 14 | 21 | -27.59% |
| 30 Jun, 14 | 29 | 20.83% |
| 31 Mar, 14 | 24 | 26.32% |
| 31 Dec, 13 | 19 | 18.75% |
| 30 Sep, 13 | 16 | -57.89% |
| 30 Jun, 13 | 38 | 442.86% |
| 31 Mar, 13 | 7 | - |
| 31 Dec, 12 | 7 | -36.36% |
| 30 Sep, 12 | 11 | -15.38% |
| 30 Jun, 12 | 13 | 62.50% |
| 31 Mar, 12 | 8 | -33.33% |
| 31 Dec, 11 | 12 | -14.29% |
| 30 Sep, 11 | 14 | 7.69% |
| 30 Jun, 11 | 13 | 62.50% |
| 31 Mar, 11 | 8 | 60.00% |
| 31 Dec, 10 | 5 | 25.00% |
| 30 Sep, 10 | 4 | -50.00% |
| 30 Jun, 10 | 8 | 60.00% |
| 31 Mar, 10 | 5 | 25.00% |
| 31 Dec, 09 | 4 | 33.33% |
| 30 Sep, 09 | 3 | -72.73% |
| 30 Jun, 09 | 11 | 266.67% |
| 31 Mar, 09 | 3 | -57.14% |
| 31 Dec, 08 | 7 | -12.50% |
| 30 Sep, 08 | 8 | 14.29% |
| 30 Jun, 08 | 7 | 40.00% |
| 31 Mar, 08 | 5 | 66.67% |
| 31 Dec, 07 | 3 | 50.00% |
| 30 Sep, 07 | 2 | -33.33% |
| 30 Jun, 07 | 3 | -40.00% |
| 31 Mar, 07 | 5 | 25.00% |
| 31 Dec, 06 | 4 | -50.00% |
| 30 Sep, 06 | 8 | 33.33% |
| 30 Jun, 06 | 6 | -14.29% |
| 31 Mar, 06 | 7 | 133.33% |
| 31 Dec, 05 | 3 | 50.00% |
| 30 Sep, 05 | 2 | -33.33% |
| 30 Jun, 05 | 3 | 50.00% |
| 31 Mar, 05 | 2 | -33.33% |
| 31 Dec, 04 | 3 | - |
| 30 Sep, 04 | 3 | -25.00% |
| 30 Jun, 04 | 4 | 33.33% |
| 31 Mar, 04 | 3 | - |
| 31 Dec, 03 | 3 | - |
| 30 Sep, 03 | 3 | - |
| 30 Jun, 03 | 3 | - |
| 31 Mar, 03 | 3 | - |
| 31 Dec, 02 | - | -100.00% |
| 30 Sep, 02 | 1 | - |
18 institutional shareholders have increased their position in WTBA stock as of 30 Jun 24 compared to 32 in the previous quarter (a -43.75% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 5 | -79.17% |
| 31 Mar, 24 | 24 | 26.32% |
| 31 Dec, 23 | 19 | -38.71% |
| 30 Sep, 23 | 31 | 34.78% |
| 30 Jun, 23 | 23 | 27.78% |
| 31 Mar, 23 | 18 | -21.74% |
| 31 Dec, 22 | 23 | 9.52% |
| 30 Sep, 22 | 21 | -40.00% |
| 30 Jun, 22 | 35 | - |
| 31 Mar, 22 | 35 | 40.00% |
| 31 Dec, 21 | 25 | -19.35% |
| 30 Sep, 21 | 31 | 10.71% |
| 30 Jun, 21 | 28 | -6.67% |
| 31 Mar, 21 | 30 | 20.00% |
| 31 Dec, 20 | 25 | -16.67% |
| 30 Sep, 20 | 30 | 50.00% |
| 30 Jun, 20 | 20 | -16.67% |
| 31 Mar, 20 | 24 | 26.32% |
| 31 Dec, 19 | 19 | -20.83% |
| 30 Sep, 19 | 24 | 9.09% |
| 30 Jun, 19 | 22 | 15.79% |
| 31 Mar, 19 | 19 | -17.39% |
| 31 Dec, 18 | 23 | 9.52% |
| 30 Sep, 18 | 21 | -16.00% |
| 30 Jun, 18 | 25 | 25.00% |
| 31 Mar, 18 | 20 | -20.00% |
| 31 Dec, 17 | 25 | 25.00% |
| 30 Sep, 17 | 20 | -4.76% |
| 30 Jun, 17 | 21 | 31.25% |
| 31 Mar, 17 | 16 | -15.79% |
| 31 Dec, 16 | 19 | 58.33% |
| 30 Sep, 16 | 12 | -42.86% |
| 30 Jun, 16 | 21 | 16.67% |
| 31 Mar, 16 | 18 | 20.00% |
| 31 Dec, 15 | 15 | -25.00% |
| 30 Sep, 15 | 20 | - |
| 30 Jun, 15 | 20 | 33.33% |
| 31 Mar, 15 | 15 | -6.25% |
| 31 Dec, 14 | 16 | -15.79% |
| 30 Sep, 14 | 19 | -5.00% |
| 30 Jun, 14 | 20 | 81.82% |
| 31 Mar, 14 | 11 | -31.25% |
| 31 Dec, 13 | 16 | -42.86% |
| 30 Sep, 13 | 28 | 460.00% |
| 30 Jun, 13 | 5 | 66.67% |
| 31 Mar, 13 | 3 | -62.50% |
| 31 Dec, 12 | 8 | 100.00% |
| 30 Sep, 12 | 4 | - |
| 30 Jun, 12 | 4 | - |
| 31 Mar, 12 | 4 | - |
| 31 Dec, 11 | 4 | -20.00% |
| 30 Sep, 11 | 5 | - |
| 30 Jun, 11 | 5 | - |
| 31 Mar, 11 | 5 | 66.67% |
| 31 Dec, 10 | 3 | -40.00% |
| 30 Sep, 10 | 5 | 25.00% |
| 30 Jun, 10 | 4 | 33.33% |
| 31 Mar, 10 | 3 | - |
| 31 Dec, 09 | 3 | 200.00% |
| 30 Sep, 09 | 1 | - |
| 30 Jun, 09 | 1 | - |
| 31 Mar, 09 | - | -100.00% |
| 31 Dec, 08 | 1 | - |
| 30 Sep, 08 | 1 | -50.00% |
| 30 Jun, 08 | 2 | 100.00% |
| 31 Mar, 08 | 1 | -50.00% |
| 31 Dec, 07 | 2 | - |
| 30 Sep, 07 | 2 | - |
| 30 Jun, 07 | - | - |
| 31 Mar, 07 | - | -100.00% |
| 31 Dec, 06 | 4 | - |
| 30 Sep, 06 | - | - |
| 30 Jun, 06 | - | - |
| 31 Mar, 06 | - | -100.00% |
| 31 Dec, 05 | 2 | - |
| 30 Sep, 05 | - | -100.00% |
| 30 Jun, 05 | 1 | - |
| 31 Mar, 05 | 1 | - |
| 31 Dec, 04 | - | - |
| 30 Sep, 04 | - | - |
| 30 Jun, 04 | - | -100.00% |
| 31 Mar, 04 | 1 | -50.00% |
| 31 Dec, 03 | 2 | 100.00% |
| 30 Sep, 03 | 1 | - |
| 30 Jun, 03 | - | - |
| 31 Mar, 03 | - | - |
| 31 Dec, 02 | - | - |
| 30 Sep, 02 | - | - |
5 institutional shareholders have reduced their position in WTBA stock as of 30 Jun 24 compared to 24 in the previous quarter (a -79.17% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 32 | -57.33% | 2,815,038 | -61.97% | 16.82% | 0.86% | 18 | -43.75% | 5 | -79.17% |
| 31 Mar, 24 | 75 | 4.17% | 7,402,210 | 0.49% | 44.24% | 2.28% | 32 | -8.57% | 24 | 26.32% |
| 31 Dec, 23 | 72 | 5.88% | 7,365,860 | 2.14% | 44.04% | 2.37% | 35 | 52.17% | 19 | -38.71% |
| 30 Sep, 23 | 68 | 4.62% | 7,211,420 | -1.46% | 43.12% | 2.25% | 23 | -30.30% | 31 | 34.78% |
| 30 Jun, 23 | 65 | -5.80% | 7,318,543 | 2.31% | 43.77% | 2.37% | 33 | -8.33% | 23 | 27.78% |
| 31 Mar, 23 | 69 | -2.82% | 7,153,439 | -1.13% | 42.98% | 2.27% | 36 | 2.86% | 18 | -21.74% |
| 31 Dec, 22 | 71 | -5.33% | 7,235,407 | 3.40% | 43.48% | 2.46% | 35 | -7.89% | 23 | 9.52% |
| 30 Sep, 22 | 75 | 4.17% | 6,997,768 | 4.16% | 42.05% | 2.58% | 38 | 40.74% | 21 | -40.00% |
| 30 Jun, 22 | 72 | -7.69% | 6,718,427 | -2.71% | 40.38% | 2.32% | 27 | -20.59% | 35 | - |
| 31 Mar, 22 | 78 | - | 6,905,821 | 5.03% | 41.70% | 2.64% | 34 | -5.56% | 35 | 40.00% |
| 31 Dec, 21 | 78 | 4.00% | 6,575,175 | 1.04% | 39.75% | 2.57% | 36 | 12.50% | 25 | -19.35% |
| 30 Sep, 21 | 75 | 7.14% | 6,507,626 | -1.93% | 39.31% | 2.45% | 32 | 6.67% | 31 | 10.71% |
| 30 Jun, 21 | 70 | -1.41% | 6,635,521 | -0.20% | 40.09% | 2.46% | 30 | 7.14% | 28 | -6.67% |
| 31 Mar, 21 | 71 | 1.43% | 6,648,989 | 2.17% | 40.36% | 2.58% | 28 | -6.67% | 30 | 20.00% |
| 31 Dec, 20 | 70 | 1.45% | 6,507,757 | -2.07% | 39.57% | 2.43% | 30 | 20.00% | 25 | -16.67% |
| 30 Sep, 20 | 69 | -2.82% | 6,645,306 | 0.98% | 40.35% | 2.53% | 25 | -40.48% | 30 | 50.00% |
| 30 Jun, 20 | 71 | 5.97% | 6,580,539 | 4.16% | 39.97% | 2.69% | 42 | 35.48% | 20 | -16.67% |
| 31 Mar, 20 | 67 | -10.67% | 6,317,432 | -2.43% | 38.55% | 2.47% | 31 | -22.50% | 24 | 26.32% |
| 31 Dec, 19 | 75 | -3.85% | 6,474,673 | 2.18% | 39.53% | 2.64% | 40 | 2.56% | 19 | -20.83% |
| 30 Sep, 19 | 78 | 5.41% | 6,336,719 | 4.44% | 38.69% | 2.82% | 39 | 8.33% | 24 | 9.09% |
| 30 Jun, 19 | 74 | -5.13% | 6,067,347 | -0.49% | 37.05% | 2.65% | 36 | -2.70% | 22 | 15.79% |
| 31 Mar, 19 | 78 | - | 6,097,342 | 1.31% | 37.41% | 2.74% | 37 | 2.78% | 19 | -17.39% |
| 31 Dec, 18 | 78 | 6.85% | 6,018,622 | 11.54% | 36.93% | 3.37% | 36 | 9.09% | 23 | 9.52% |
| 30 Sep, 18 | 73 | -5.19% | 5,395,779 | -0.26% | 33.11% | 3.00% | 33 | 10.00% | 21 | -16.00% |
| 30 Jun, 18 | 77 | 1.32% | 5,409,724 | 0.92% | 33.21% | 3.04% | 30 | -11.76% | 25 | 25.00% |
| 31 Mar, 18 | 76 | -1.30% | 5,360,282 | 5.64% | 33.05% | 3.37% | 34 | -22.73% | 20 | -20.00% |
| 31 Dec, 17 | 77 | 20.31% | 5,074,108 | 7.07% | 31.33% | 3.67% | 44 | 69.23% | 25 | 25.00% |
| 30 Sep, 17 | 64 | -3.03% | 4,738,882 | 1.57% | 29.23% | 3.53% | 26 | -16.13% | 20 | -4.76% |
| 30 Jun, 17 | 66 | 3.13% | 4,665,688 | 0.41% | 28.79% | 3.47% | 31 | -11.43% | 21 | 31.25% |
| 31 Mar, 17 | 64 | -3.03% | 4,646,743 | 3.12% | 28.79% | 3.68% | 35 | 12.90% | 16 | -15.79% |
| 31 Dec, 16 | 66 | - | 4,506,027 | 10.07% | 27.96% | 4.34% | 31 | -3.13% | 19 | 58.33% |
| 30 Sep, 16 | 66 | 17.86% | 4,093,915 | 2.71% | 25.37% | 4.15% | 32 | 60.00% | 12 | -42.86% |
| 30 Jun, 16 | 56 | -3.45% | 3,985,772 | -1.08% | 24.72% | 3.93% | 20 | -9.09% | 21 | 16.67% |
| 31 Mar, 16 | 58 | 1.75% | 4,029,273 | -1.30% | 25.07% | 3.88% | 22 | -8.33% | 18 | 20.00% |
| 31 Dec, 15 | 57 | 5.56% | 4,082,354 | 0.26% | 25.44% | 3.96% | 24 | 20.00% | 15 | -25.00% |
| 30 Sep, 15 | 54 | - | 4,071,665 | 3.16% | 25.35% | 4.19% | 20 | -9.09% | 20 | - |
| 30 Jun, 15 | 54 | -3.57% | 3,946,760 | -1.54% | 24.58% | 3.93% | 22 | -21.43% | 20 | 33.33% |
| 31 Mar, 15 | 56 | 9.80% | 4,008,333 | 1.12% | 25.02% | 4.08% | 28 | 47.37% | 15 | -6.25% |
| 31 Dec, 14 | 51 | -8.93% | 3,963,827 | -0.10% | 24.77% | 4.04% | 19 | -9.52% | 16 | -15.79% |
| 30 Sep, 14 | 56 | - | 3,967,817 | -12.95% | 24.77% | 3.05% | 21 | -27.59% | 19 | -5.00% |
| 30 Jun, 14 | 56 | 7.69% | 4,558,065 | 1.64% | 28.48% | 3.62% | 29 | 20.83% | 20 | 81.82% |
| 31 Mar, 14 | 52 | 4.00% | 4,484,614 | 0.59% | 28.07% | 3.87% | 24 | 26.32% | 11 | -31.25% |
| 31 Dec, 13 | 50 | -3.85% | 4,458,117 | 0.71% | 26.92% | 3.59% | 19 | 18.75% | 16 | -42.86% |
| 30 Sep, 13 | 52 | 8.33% | 4,426,559 | 1.66% | 27.39% | 4.17% | 16 | -57.89% | 28 | 460.00% |
| 30 Jun, 13 | 48 | 220.00% | 4,354,440 | 158.00% | 25.62% | 26.50% | 38 | 442.86% | 5 | 66.67% |
| 31 Mar, 13 | 15 | -16.67% | 1,687,757 | -0.38% | 9.83% | 10.38% | 7 | - | 3 | -62.50% |
| 31 Dec, 12 | 18 | -10.00% | 1,694,235 | -2.29% | 9.73% | 9.81% | 7 | -36.36% | 8 | 100.00% |
| 30 Sep, 12 | 20 | - | 1,733,973 | -0.98% | 9.96% | 9.84% | 11 | -15.38% | 4 | - |
| 30 Jun, 12 | 20 | - | 1,751,133 | -1.87% | 10.06% | 9.57% | 13 | 62.50% | 4 | - |
| 31 Mar, 12 | 20 | - | 1,784,530 | 4.79% | 10.25% | 10.71% | 8 | -33.33% | 4 | - |
| 31 Dec, 11 | 20 | -4.76% | 1,702,999 | 41.03% | 9.79% | 20.33% | 12 | -14.29% | 4 | -20.00% |
| 30 Sep, 11 | 21 | 10.53% | 1,207,546 | -25.43% | 6.94% | 8.01% | 14 | 7.69% | 5 | - |
| 30 Jun, 11 | 19 | 11.76% | 1,619,263 | 21.82% | 9.30% | 15.95% | 13 | 62.50% | 5 | - |
| 31 Mar, 11 | 17 | 54.55% | 1,329,243 | 46.10% | 7.64% | 27.95% | 8 | 60.00% | 5 | 66.67% |
| 31 Dec, 10 | 11 | -8.33% | 909,806 | 13.58% | 5.23% | 24.68% | 5 | 25.00% | 3 | -40.00% |
| 30 Sep, 10 | 12 | -20.00% | 801,035 | -9.44% | 4.60% | 17.82% | 4 | -50.00% | 5 | 25.00% |
| 30 Jun, 10 | 15 | 25.00% | 884,541 | -9.41% | 5.08% | 16.15% | 8 | 60.00% | 4 | 33.33% |
| 31 Mar, 10 | 12 | -7.69% | 976,409 | 5.38% | 5.61% | 19.79% | 5 | 25.00% | 3 | - |
| 31 Dec, 09 | 13 | 18.18% | 926,559 | 11.27% | 5.32% | 23.26% | 4 | 33.33% | 3 | 200.00% |
| 30 Sep, 09 | 11 | -8.33% | 832,712 | 1.46% | 4.78% | 21.52% | 3 | -72.73% | 1 | - |
| 30 Jun, 09 | 12 | 71.43% | 820,728 | 22.99% | 4.72% | 32.08% | 11 | 266.67% | 1 | - |
| 31 Mar, 09 | 7 | -22.22% | 667,297 | -43.55% | 3.83% | 8.31% | 3 | -57.14% | - | -100.00% |
| 31 Dec, 08 | 9 | -18.18% | 1,182,004 | 28.15% | 6.79% | 24.18% | 7 | -12.50% | 1 | - |
| 30 Sep, 08 | 11 | 10.00% | 922,373 | 81.59% | 5.30% | 61.91% | 8 | 14.29% | 1 | -50.00% |
| 30 Jun, 08 | 10 | 42.86% | 507,952 | 46.87% | 2.93% | 72.16% | 7 | 40.00% | 2 | 100.00% |
| 31 Mar, 08 | 7 | 16.67% | 345,843 | 7.27% | 2.01% | 59.45% | 5 | 66.67% | 1 | -50.00% |
| 31 Dec, 07 | 6 | 50.00% | 322,414 | 76.22% | 1.84% | 169.09% | 3 | 50.00% | 2 | - |
| 30 Sep, 07 | 4 | - | 182,957 | 48.01% | 1.04% | 213.40% | 2 | -33.33% | 2 | - |
| 30 Jun, 07 | 4 | -33.33% | 123,615 | -53.34% | 0.70% | 31.48% | 3 | -40.00% | - | - |
| 31 Mar, 07 | 6 | -33.33% | 264,925 | 13.32% | 1.49% | 81.03% | 5 | 25.00% | - | -100.00% |
| 31 Dec, 06 | 9 | 12.50% | 233,786 | -29.63% | 1.36% | 38.82% | 4 | -50.00% | 4 | - |
| 30 Sep, 06 | 8 | 33.33% | 332,221 | 48.63% | 1.87% | 125.38% | 8 | 33.33% | - | - |
| 30 Jun, 06 | 6 | -25.00% | 223,526 | -82.58% | 1.22% | 2.50% | 6 | -14.29% | - | - |
| 31 Mar, 06 | 8 | 60.00% | 1,283,080 | 219.55% | 6.99% | 148.24% | 7 | 133.33% | - | -100.00% |
| 31 Dec, 05 | 5 | 66.67% | 401,522 | 780.30% | 2.17% | 3614.89% | 3 | 50.00% | 2 | - |
| 30 Sep, 05 | 3 | -25.00% | 45,612 | -14.82% | 0.25% | 260.18% | 2 | -33.33% | - | -100.00% |
| 30 Jun, 05 | 4 | 33.33% | 53,548 | -55.33% | 0.31% | 65.68% | 3 | 50.00% | 1 | - |
| 31 Mar, 05 | 3 | - | 119,864 | -2.45% | 0.68% | 140.36% | 2 | -33.33% | 1 | - |
| 31 Dec, 04 | 3 | - | 122,878 | 3.09% | 0.70% | 148.78% | 3 | - | - | - |
| 30 Sep, 04 | 3 | -25.00% | 119,194 | -25.77% | 0.68% | 85.38% | 3 | -25.00% | - | - |
| 30 Jun, 04 | 4 | -33.33% | 160,570 | -0.20% | 0.90% | 104.79% | 4 | 33.33% | - | -100.00% |
| 31 Mar, 04 | 6 | - | 160,896 | 4.09% | 0.92% | 116.90% | 3 | - | 1 | -50.00% |
| 31 Dec, 03 | 6 | 20.00% | 154,575 | 51.58% | 0.89% | 276.16% | 3 | - | 2 | 100.00% |
| 30 Sep, 03 | 5 | 66.67% | 101,973 | 36.10% | 0.57% | 328.39% | 3 | - | 1 | - |
| 30 Jun, 03 | 3 | - | 74,927 | 71.05% | 0.42% | 691.31% | 3 | - | - | - |
| 31 Mar, 03 | 3 | 200.00% | 43,804 | 165.48% | 0.25% | 2822.53% | 3 | - | - | - |
| 31 Dec, 02 | 1 | - | 16,500 | - | 0.09% | 1070.74% | - | -100.00% | - | - |
| 30 Sep, 02 | 1 | - | 16,500 | - | 0.09% | - | 1 | - | - | - |
West Ban Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of West Ban's stock was made by NELSON DAVID D on Apr 03 2024, selling 9,946 shares at - per share (valued at -). The last insider buy of WTBA was made by NELSON DAVID D on May 23 2024, buying 768 shares at $17.87 per share (worth $13.72K).
West Ban Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 12 | 1 | 1200.00% |
| Q1 2024 | 8 | 6 | 133.33% |
| Q4 2023 | 2 | - | - |
| Q3 2023 | 2 | - | - |
| Q2 2023 | 17 | 1 | 1700.00% |
| Q1 2023 | 9 | 6 | 150.00% |
| Q4 2022 | 2 | - | - |
| Q3 2022 | 2 | - | - |
| Q2 2022 | 10 | 1 | 1000.00% |
| Q1 2022 | 15 | 6 | 250.00% |
| Q4 2021 | 11 | 3 | 366.67% |
| Q3 2021 | 5 | 2 | 250.00% |
| Q2 2021 | 17 | 4 | 425.00% |
| Q1 2021 | 7 | 7 | 100.00% |
| Q4 2020 | 1 | - | - |
| Q3 2020 | 1 | - | - |
| Q2 2020 | 22 | - | - |
| Q1 2020 | 13 | 6 | 216.67% |
| Q4 2019 | 9 | - | - |
| Q3 2019 | 3 | - | - |
12 total buy trades, and 1 total sell trades (buy/sell ratio of 12.00%) were made by West Ban's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 1 | - | - |
| Q1 2024 | 2 | - | - |
| Q4 2023 | 2 | - | - |
| Q3 2023 | 2 | - | - |
| Q2 2023 | 6 | - | - |
| Q1 2023 | 3 | - | - |
| Q4 2022 | 2 | - | - |
| Q3 2022 | 2 | - | - |
| Q2 2022 | - | - | - |
| Q1 2022 | 3 | - | - |
| Q4 2021 | 11 | 3 | 366.67% |
| Q3 2021 | 5 | 2 | 250.00% |
| Q2 2021 | 6 | 2 | 300.00% |
| Q1 2021 | 1 | 1 | 100.00% |
| Q4 2020 | - | - | - |
| Q3 2020 | - | - | - |
| Q2 2020 | 9 | - | - |
| Q1 2020 | 7 | - | - |
| Q4 2019 | 8 | - | - |
| Q3 2019 | 2 | - | - |
As of Q2 2024, Insider owners conducted 1 open market buy trades and 0 open market sell trades of West Ban's stocks.
WTBA Ownership FAQ
Who Owns West Ban?
West Ban is owned by institutional shareholders (16.82%), insiders (10.94%), and public (72.24%). The largest institutional shareholder of West Ban is FMR LLC (8.53% of total shares) and the top mutual fund owner is CORNERCAP GROUP OF FUNDS /VA/ (0.22% of total shares).
Who are the major institutional shareholders of West Ban?
West Ban's major institutional shareholders are FMR LLC, BLACKROCK INC., VANGUARD GROUP INC, DIMENSIONAL FUND ADVISORS LP, and WEST BANCORPORATION INC. The top five shareholders own together 26.89% of the company's share outstanding.
How many West Ban shareholders are there?
As of Jun 2024, there are 32 institutional shareholders of West Ban.
What percentage of West Ban is owned by FMR LLC?
FMR LLC owns 1.43M shares of West Ban, representing 8.53% of the company's total shares outstanding, valued at $25.55M (as of Jun 2024).
What percentage of West Ban is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 1.2M shares of West Ban (WTBA), compromising 7.17% of the company, valued at $21.46M.
What percentage of West Ban is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of West Ban. The company owns 758.02K of the company's shares outstanding (worth $13.57M).