Recent Quarter Total Invested
$19.04 M
Recent Quarter Institutional Ownership Percentage
12.94%
Total Invested of Last Quarter
$24.34 M
Ownership Percentage of Last Quarter
18.56%
ArrowMark Financial Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 10/18/2024 | 196,433 | $4.06 M | -19.54% | 2.76% |
| ARROWMARK COLORADO HOLDINGS LLC | 11/14/2024 | 196,145 | $4.09 M | -18.57% | 2.76% |
| STIFEL FINANCIAL CORP | 11/14/2024 | 161,024 | $3.33 M | -13.76% | 2.26% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 80,827 | $1.67 M | -0.30% | 1.14% |
| BEACON POINTE ADVISORS, LLC | 11/14/2024 | 57,006 | $1.18 M | -4.38% | 0.80% |
| BARD ASSOCIATES INC | 11/06/2024 | 41,810 | $865,049 | -1.88% | 0.59% |
| CAPITAL INVESTMENT ADVISORS, LLC | 10/17/2024 | 35,746 | $739,585 | 4.37% | 0.50% |
| OPPENHEIMER & CO INC | 11/05/2024 | 22,274 | $460,849 | 14.97% | 0.31% |
| 11/12/2024 | 21,877 | $452.64 M | 100.00% | 0.31% | |
| MORGAN STANLEY | 11/14/2024 | 19,137 | $395,955 | 81.12% | 0.27% |
| CITADEL ADVISORS LLC | 11/14/2024 | 16,512 | $344,275 | 43.22% | 0.23% |
| FALCON WEALTH PLANNING | 10/30/2024 | 16,362 | $338,530 | 14.36% | 0.23% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 10/28/2024 | 15,296 | $316,000 | -23.37% | 0.22% |
| OXBOW ADVISORS, LLC | 11/01/2024 | 10,990 | $227,383 | 0.00% | 0.15% |
| CATALINA CAPITAL GROUP, LLC | 10/30/2024 | 10,310 | $213,314 | 100.00% | 0.15% |
| CITADEL ADVISORS LLC | 11/14/2024 | 6,800 | $141,780 | 100.00% | 0.10% |
| ROYAL BANK OF CANADA | 11/14/2024 | 4,731 | $98,000 | 0.00% | 0.07% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 4,550 | $94,140 | 0.00% | 0.06% |
| CITADEL ADVISORS LLC | 11/14/2024 | 3,800 | $79,230 | 1,800.00% | 0.05% |
| UMB BANK, N.A. | 10/09/2024 | 2,700 | $55,863 | 0.00% | 0.04% |
| CALDWELL SUTTER CAPITAL, INC. | 10/25/2024 | 1,741 | $36,021 | 0.00% | 0.02% |
| UBS GROUP AG | 11/14/2024 | 1,345 | $27,828 | 144.55% | 0.02% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 1,000 | $20,696 | -7.66% | 0.01% |
| RIDGEWOOD INVESTMENTS LLC | 10/04/2024 | 800 | $16,552 | 100.00% | 0.01% |
| PATHWAY FINANCIAL ADVISERS, LLC | 10/25/2024 | 750 | $15,518 | 0.00% | 0.01% |
| SOUND INCOME STRATEGIES, LLC | 10/10/2024 | 450 | $9,312 | 0.00% | 0.01% |
| ALLWORTH FINANCIAL LP | 10/23/2024 | 200 | $4,138 | 0.00% | 0.00% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| MAGNUS FINANCIAL GROUP LLC | 10/15/2024 | 0 | $0 | -100.00% | 0.00% |
ArrowMark Financial Corp.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of BANX shares?
During the previous two years, 36 institutional investors and hedge funds held shares of ArrowMark Financial Corp.. The most heavily invested institutionals were:
Raymond James Financial Services Advisors, Inc.: 196,433
ArrowMark Colorado Holdings LLC: 196,145
STIFEL FINANCIAL CORP: 161,024
ADVISOR GROUP HOLDINGS, INC.: 80,827
Beacon Pointe Advisors, LLC: 57,006
BARD ASSOCIATES INC: 41,810
-
What percentage of ArrowMark Financial Corp. stock is owned by institutional investors?
12.94% of ArrowMark Financial Corp. stock is owned by institutional investors.
-
How much institutional buying is happening at BANX ?
Institutional investors have bought a total of 1.41 M shares in the last 24 months. This purchase volume represents approximately $29.08 M in transactions.