Recent Quarter Total Invested
$49.70 M
Recent Quarter Institutional Ownership Percentage
19.74%
Total Invested of Last Quarter
$53.57 M
Ownership Percentage of Last Quarter
19.49%
Fidelity D & D Bancorp, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK INC. | 08/13/2024 | 280,647 | $12.29 M | 4.76% | 4.88% |
| VANGUARD GROUP INC | 08/13/2024 | 230,532 | $10.10 M | 1.35% | 4.01% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 107,826 | $4.72 M | 5.33% | 1.88% |
| FIDELITY D & D BANCORP INC | 08/05/2024 | 99,082 | $4.34 M | -2.83% | 1.72% |
| STATE STREET CORP | 08/14/2024 | 68,951 | $3.02 M | 0.50% | 1.20% |
| CREATIVE PLANNING | 08/15/2024 | 40,796 | $1.79 M | 0.00% | 0.71% |
| NORTHERN TRUST CORP | 08/14/2024 | 38,108 | $1.67 M | -3.90% | 0.66% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 32,501 | $1.42 M | 5.97% | 0.57% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/31/2024 | 31,035 | $1.36 M | 59.19% | 0.54% |
| STIFEL FINANCIAL CORP | 08/13/2024 | 22,842 | $1.00 M | 0.00% | 0.40% |
| JACOBI CAPITAL MANAGEMENT LLC | 08/09/2024 | 21,900 | $959,218 | -5.71% | 0.38% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 13,866 | $607,208 | -11.39% | 0.24% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 13,021 | $570,320 | 4.62% | 0.23% |
| LEWIS ASSET MANAGEMENT, LLC | 07/30/2024 | 9,809 | $429,644 | -16.13% | 0.17% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 9,700 | $424,860 | 10.23% | 0.17% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 9,080 | $397,704 | 0.00% | 0.16% |
| TRUIST FINANCIAL CORP | 08/21/2024 | 8,259 | $361,744 | 0.00% | 0.14% |
| RHUMBLINE ADVISERS | 08/01/2024 | 7,465 | $326,963 | 3.59% | 0.13% |
| INVESCO LTD. | 08/13/2024 | 7,181 | $314,528 | -26.51% | 0.13% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/12/2024 | 6,982 | $305,812 | 0.00% | 0.12% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/09/2024 | 6,658 | $291,620 | 0.00% | 0.12% |
| MORGAN STANLEY | 10/17/2024 | 6,553 | $287,029 | -16.89% | 0.11% |
| JANNEY MONTGOMERY SCOTT LLC | 07/25/2024 | 5,948 | $261,000 | 100.00% | 0.10% |
| ZULLO INVESTMENT GROUP, INC. | 08/13/2024 | 5,943 | $260,303 | -4.04% | 0.10% |
| JANE STREET GROUP, LLC | 08/15/2024 | 5,688 | $249,135 | 100.00% | 0.10% |
| CITADEL ADVISORS LLC | 08/14/2024 | 5,048 | $221,102 | 100.00% | 0.09% |
| NORTHEAST FINANCIAL GROUP, INC. | 07/15/2024 | 4,810 | $210,678 | 0.00% | 0.08% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 4,770 | $208,926 | 14.11% | 0.08% |
| ROYAL BANK OF CANADA | 11/06/2024 | 3,247 | $143,000 | 10.44% | 0.06% |
| BARCLAYS PLC | 08/14/2024 | 2,979 | $131,000 | -20.26% | 0.05% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 08/13/2024 | 2,766 | $121,151 | 10.38% | 0.05% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 2,565 | $112,347 | 16.64% | 0.04% |
| COREBRIDGE FINANCIAL, INC. | 08/14/2024 | 2,557 | $111,997 | 100.00% | 0.04% |
| JPMORGAN CHASE & CO | 08/12/2024 | 2,102 | $92,068 | -72.10% | 0.04% |
| NEW YORK STATE COMMON RETIREMENT FUND | 07/31/2024 | 2,039 | $89,000 | 0.44% | 0.04% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 08/14/2024 | 1,627 | $71,263 | 100.00% | 0.03% |
| DEUTSCHE BANK AG\ | 08/14/2024 | 1,599 | $70,036 | -6.55% | 0.03% |
| UBS GROUP AG | 08/14/2024 | 1,469 | $64,342 | -68.54% | 0.03% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/13/2024 | 1,408 | $61,670 | 439.46% | 0.02% |
| VALLEY NATIONAL ADVISERS INC | 07/18/2024 | 1,376 | $60,000 | -30.01% | 0.02% |
| CITIGROUP INC | 08/12/2024 | 1,067 | $46,735 | 7.02% | 0.02% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2024 | 850 | $37,230 | -63.12% | 0.01% |
| AMERITAS INVESTMENT PARTNERS, INC. | 08/13/2024 | 385 | $16,863 | 0.00% | 0.01% |
| NISA INVESTMENT ADVISORS, LLC | 07/19/2024 | 380 | $16,644 | 0.00% | 0.01% |
| LEGAL & GENERAL GROUP PLC | 08/14/2024 | 361 | $15,812 | 0.00% | 0.01% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 08/14/2024 | 344 | $15,067 | -26.65% | 0.01% |
| FMR LLC | 08/13/2024 | 177 | $7,753 | 353.85% | 0.00% |
| AMALGAMATED BANK | 08/12/2024 | 157 | $7,000 | 0.00% | 0.00% |
| PEOPLES FINANCIAL SERVICES CORP. | 07/25/2024 | 146 | $6,393 | 0.00% | 0.00% |
| AMERICAN INTERNATIONAL GROUP, INC. | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
Fidelity D & D Bancorp, Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of FDBC shares?
During the previous two years, 31 institutional investors and hedge funds held shares of Fidelity D & D Bancorp, Inc.. The most heavily invested institutionals were:
BlackRock Inc.: 280,647
GEODE CAPITAL MANAGEMENT, LLC: 107,826
FIDELITY D & D BANCORP INC: 99,082
STATE STREET CORP: 68,951
Bank of New York Mellon Corp: 32,501
STIFEL FINANCIAL CORP: 22,842
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What percentage of Fidelity D & D Bancorp, Inc. stock is owned by institutional investors?
19.74% of Fidelity D & D Bancorp, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at FDBC ?
Institutional investors have bought a total of 766,446 shares in the last 24 months. This purchase volume represents approximately $42.09 M in transactions.