Recent Quarter Total Invested
$628,933
Recent Quarter Institutional Ownership Percentage
6.8%
Total Invested of Last Quarter
$959,581
Ownership Percentage of Last Quarter
6.95%
Conifer Holdings, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| AEGIS FINANCIAL CORP | 08/08/2024 | 474,519 | $356,126 | 0.00% | 3.88% |
| IAT REINSURANCE CO LTD. | 08/02/2024 | 250,000 | $187,625 | 0.00% | 2.05% |
| VANGUARD GROUP INC | 08/13/2024 | 33,708 | $25,298 | 1.81% | 0.28% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 17,728 | $15,173 | -14.40% | 0.15% |
| SKYOAK WEALTH, LLC | 08/12/2024 | 16,469 | $14,096 | 0.00% | 0.13% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2024 | 13,000 | $11,127 | 0.00% | 0.11% |
| LAKESHORE FINANCIAL PLANNING, INC. | 07/25/2024 | 10,200 | $7,655 | 0.00% | 0.08% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/13/2024 | 8,125 | $6,102 | 17.67% | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 4,000 | $3,000 | 0.00% | 0.03% |
| UBS GROUP AG | 08/14/2024 | 3,079 | $2,309 | -43.08% | 0.03% |
| MORGAN STANLEY | 10/17/2024 | 529 | $397 | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 24 | $18 | 100.00% | 0.00% |
| JPMORGAN CHASE & CO | 08/12/2024 | 8 | $7 | 14.29% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 08/14/2024 | 0 | $0 | -100.00% | 0.00% |
Conifer Holdings, Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of CNFR shares?
During the previous two years, 15 institutional investors and hedge funds held shares of Conifer Holdings, Inc.. The most heavily invested institutionals were:
SkyOak Wealth, LLC: 16,469
UBS Group AG: 13,571
Lakeshore Financial Planning, Inc.: 10,200
ADVISOR GROUP HOLDINGS, INC.: 4,000
AEGIS FINANCIAL CORP: 0
BRIDGEWAY CAPITAL MANAGEMENT, LLC: 0
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What percentage of Conifer Holdings, Inc. stock is owned by institutional investors?
6.80% of Conifer Holdings, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at CNFR ?
Institutional investors have bought a total of 105,389 shares in the last 24 months. This purchase volume represents approximately $124,359 in transactions.