Recent Quarter Total Invested
$24.34 M
Recent Quarter Institutional Ownership Percentage
18.56%
Total Invested of Last Quarter
$33.63 M
Ownership Percentage of Last Quarter
24.87%
ArrowMark Financial Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GREENWICH INVESTMENT MANAGEMENT, INC. | 08/14/2024 | 299,275 | $5.52 M | -5.96% | 4.21% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 07/19/2024 | 244,136 | $4.50 M | 6.54% | 3.43% |
| ARROWMARK COLORADO HOLDINGS LLC | 08/14/2024 | 240,868 | $4.44 M | -46.08% | 3.39% |
| STIFEL FINANCIAL CORP | 08/13/2024 | 186,706 | $3.44 M | -5.38% | 2.63% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 81,069 | $1.49 M | -70.98% | 1.14% |
| BEACON POINTE ADVISORS, LLC | 08/12/2024 | 59,616 | $1.10 M | -0.01% | 0.84% |
| BARD ASSOCIATES INC | 08/12/2024 | 42,610 | $785,516 | 0.00% | 0.60% |
| CAPITAL INVESTMENT ADVISORS, LLC | 07/12/2024 | 34,250 | $631,399 | 3.01% | 0.48% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/26/2024 | 19,962 | $368,000 | 0.32% | 0.28% |
| OPPENHEIMER & CO INC | 08/08/2024 | 19,374 | $357,160 | 8.22% | 0.27% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 08/14/2024 | 15,815 | $291,550 | -70.71% | 0.22% |
| FALCON WEALTH PLANNING | 07/16/2024 | 14,308 | $263,768 | 100.00% | 0.20% |
| MAGNUS FINANCIAL GROUP LLC | 08/02/2024 | 12,372 | $228,072 | 2.44% | 0.17% |
| CITADEL ADVISORS LLC | 08/14/2024 | 11,529 | $212,710 | -35.92% | 0.16% |
| OXBOW ADVISORS, LLC | 08/06/2024 | 10,990 | $202,601 | -2.05% | 0.15% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 10,600 | $195,570 | -6.19% | 0.15% |
| MORGAN STANLEY | 08/14/2024 | 10,566 | $194,801 | -4.81% | 0.15% |
| ROYAL BANK OF CANADA | 08/14/2024 | 4,731 | $87,000 | 0.00% | 0.07% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 4,550 | $83,879 | 0.00% | 0.06% |
| UMB BANK, N.A. | 07/29/2024 | 2,700 | $49,775 | 0.00% | 0.04% |
| CALDWELL SUTTER CAPITAL, INC. | 07/23/2024 | 1,741 | $32,095 | 0.00% | 0.02% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 1,083 | $19,970 | -0.09% | 0.02% |
| PATHWAY FINANCIAL ADVISERS, LLC | 08/20/2024 | 750 | $13,827 | 0.00% | 0.01% |
| UBS GROUP AG | 08/14/2024 | 550 | $10,139 | 0.00% | 0.01% |
| SOUND INCOME STRATEGIES, LLC | 07/12/2024 | 450 | $8,297 | 0.00% | 0.01% |
| ALLWORTH FINANCIAL LP | 07/24/2024 | 200 | $3,868 | 0.00% | 0.00% |
| CITADEL ADVISORS LLC | 08/14/2024 | 200 | $3,690 | 100.00% | 0.00% |
ArrowMark Financial Corp.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of BANX shares?
During the previous two years, 35 institutional investors and hedge funds held shares of ArrowMark Financial Corp.. The most heavily invested institutionals were:
Greenwich Investment Management, Inc.: 299,275
Raymond James Financial Services Advisors, Inc.: 244,136
ArrowMark Colorado Holdings LLC: 240,868
STIFEL FINANCIAL CORP: 186,706
ADVISOR GROUP HOLDINGS, INC.: 81,069
Beacon Pointe Advisors, LLC: 59,616
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What percentage of ArrowMark Financial Corp. stock is owned by institutional investors?
18.56% of ArrowMark Financial Corp. stock is owned by institutional investors.
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How much institutional buying is happening at BANX ?
Institutional investors have bought a total of 1.54 M shares in the last 24 months. This purchase volume represents approximately $32.38 M in transactions.