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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/10/2024 | BLACKROCK INC. | 936,103 | $19.29 M | -3.30% | 8.09% |
| 05/15/2024 | WELLINGTON MANAGEMENT GROUP LLP | 698,733 | $14.40 M | -1.22% | 6.04% |
| 05/10/2024 | VANGUARD GROUP INC | 668,965 | $13.79 M | 0.42% | 5.78% |
| 05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 578,217 | $11.92 M | 2.19% | 5.00% |
| 05/13/2024 | ROYCE & ASSOCIATES LP | 491,753 | $10.14 M | -1.51% | 4.25% |
| 05/14/2024 | ALLIANCEBERNSTEIN L.P. | 448,157 | $9.24 M | 0.08% | 3.87% |
| 05/14/2024 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 429,979 | $8.86 M | -2.45% | 3.72% |
| 05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 229,065 | $4.72 M | 0.23% | 1.98% |
| 05/10/2024 | ACADIAN ASSET MANAGEMENT LLC | 198,360 | $4.09 M | 1.12% | 1.71% |
| 05/15/2024 | STATE STREET CORP | 163,759 | $3.39 M | -1.50% | 1.42% |
| 05/14/2024 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 131,140 | $2.70 M | -2.38% | 1.13% |
| 05/15/2024 | FIRST MANHATTAN CO. LLC. | 109,836 | $2.26 M | -1.35% | 0.95% |
| 05/15/2024 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 100,940 | $2.08 M | 2.12% | 0.87% |
| 05/14/2024 | NORTHERN TRUST CORP | 95,596 | $1.97 M | -5.02% | 0.83% |
| 05/15/2024 | GOLDMAN SACHS GROUP INC | 89,374 | $1.84 M | 4.13% | 0.77% |
| 04/19/2024 | CALDWELL SUTTER CAPITAL, INC. | 81,761 | $1.69 M | -0.61% | 0.71% |
| 05/13/2024 | RENAISSANCE TECHNOLOGIES LLC | 78,000 | $1.61 M | 5.55% | 0.67% |
| 05/14/2024 | FJ CAPITAL MANAGEMENT LLC | 64,836 | $1.34 M | 0.00% | 0.56% |
| 05/03/2024 | VICTORY CAPITAL MANAGEMENT INC | 64,473 | $1.33 M | 0.00% | 0.56% |
| 05/14/2024 | AMERICAN CENTURY COMPANIES INC | 59,949 | $1.24 M | 0.74% | 0.52% |
| 04/25/2024 | BANK OF NEW YORK MELLON CORP | 44,129 | $909,499 | -10.09% | 0.38% |
| 05/06/2024 | LSV ASSET MANAGEMENT | 35,807 | $738,000 | 17.76% | 0.31% |
| 05/14/2024 | PRUDENTIAL FINANCIAL INC | 35,465 | $730,934 | -4.32% | 0.31% |
| 05/15/2024 | MORGAN STANLEY | 32,795 | $675,912 | -6.90% | 0.28% |
| 05/15/2024 | AMERIPRISE FINANCIAL INC | 30,955 | $637,988 | 20.62% | 0.27% |
| 05/13/2024 | FIRST TRUST ADVISORS LP | 30,236 | $623,163 | 1.34% | 0.26% |
| 04/24/2024 | ASSENAGON ASSET MANAGEMENT S.A. | 29,946 | $617,187 | -24.57% | 0.26% |
| 05/09/2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 29,091 | $599,566 | -6.47% | 0.25% |
| 05/07/2024 | EMPOWERED FUNDS, LLC | 29,027 | $598,246 | 7.80% | 0.25% |
| 05/09/2024 | RHUMBLINE ADVISERS | 27,033 | $557,144 | -0.13% | 0.23% |
| 04/05/2024 | LOS ANGELES CAPITAL MANAGEMENT LLC | 25,769 | $531,099 | -1.19% | 0.22% |
| 05/14/2024 | INVESCO LTD. | 24,341 | $501,668 | -17.61% | 0.21% |
| 05/13/2024 | ENVESTNET ASSET MANAGEMENT INC | 24,158 | $497,896 | 0.00% | 0.21% |
| 05/15/2024 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 23,688 | $488,000 | 104.03% | 0.20% |
| 05/10/2024 | JPMORGAN CHASE & CO | 23,089 | $475,864 | 86.56% | 0.20% |
| 05/14/2024 | QUADRATURE CAPITAL LTD | 22,580 | $465,374 | 100.00% | 0.20% |
| 05/15/2024 | CAPTRUST FINANCIAL ADVISORS | 22,482 | $463,354 | -0.82% | 0.19% |
| 05/01/2024 | BNP PARIBAS ARBITRAGE, SNC | 22,170 | $456,924 | 38.46% | 0.19% |
| 05/15/2024 | BARCLAYS PLC | 21,160 | $436,000 | -26.86% | 0.18% |
| 05/15/2024 | MERCER GLOBAL ADVISORS INC /ADV | 20,959 | $432,000 | -1.85% | 0.18% |
| 05/13/2024 | NUVEEN ASSET MANAGEMENT, LLC | 19,606 | $404,079 | -20.59% | 0.17% |
| 05/15/2024 | TWO SIGMA INVESTMENTS, LP | 18,370 | $378,606 | -5.15% | 0.16% |
| 05/01/2024 | HARBOR ADVISORS LLC | 18,182 | $374,731 | 0.00% | 0.16% |
| 05/15/2024 | TWO SIGMA ADVISERS, LP | 17,700 | $364,797 | -6.84% | 0.15% |
| 05/13/2024 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 15,789 | $325,412 | 0.19% | 0.14% |
| 05/07/2024 | CONCURRENT INVESTMENT ADVISORS, LLC | 12,787 | $263,541 | 0.00% | 0.11% |
| 05/15/2024 | MILLENNIUM MANAGEMENT LLC | 12,251 | $252,493 | 100.00% | 0.11% |
| 05/13/2024 | UBS GROUP AG | 10,786 | $222,299 | -12.04% | 0.09% |
| 05/14/2024 | BEACON POINTE ADVISORS, LLC | 10,292 | $212,118 | 100.00% | 0.09% |
| 05/15/2024 | BANK OF AMERICA CORP /DE/ | 8,257 | $170,176 | -46.67% | 0.07% |
A. During the previous two years, 100 institutional investors and hedge funds held shares of BayCom Corp. The most heavily invested institutionals were:
BlackRock Inc.: 936,103
WELLINGTON MANAGEMENT GROUP LLP: 698,733
VANGUARD GROUP INC: 668,965
DIMENSIONAL FUND ADVISORS LP: 578,217
ROYCE & ASSOCIATES LP: 491,753
ALLIANCEBERNSTEIN L.P.: 448,157
A. 55.85% of BayCom Corp stock is owned by institutional investors.
A. Institutional investors have bought a total of 9.86 M shares in the last 24 months. This purchase volume represents approximately $197.98 M in transactions.
