Medallion Financial Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 1.21 M | $9.81 M | 100.00% | 5.36% |
| VANGUARD GROUP INC | 11/13/2024 | 1.08 M | $8.83 M | 1.59% | 4.82% |
| TIETON CAPITAL MANAGEMENT, LLC | 11/12/2024 | 802,926 | $6.54 M | -0.29% | 3.57% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 416,956 | $3.39 M | 2.42% | 1.85% |
| STIFEL FINANCIAL CORP | 11/14/2024 | 272,949 | $2.22 M | 4.19% | 1.21% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 216,698 | $1.76 M | 15.63% | 0.96% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/08/2024 | 213,477 | $1.74 M | 32.15% | 0.95% |
| STATE STREET CORP | 11/14/2024 | 204,558 | $1.67 M | 0.66% | 0.91% |
| GAMCO INVESTORS, INC. ET AL | 11/14/2024 | 162,000 | $1.32 M | 0.00% | 0.72% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 127,163 | $1.04 M | 0.64% | 0.57% |
| SEGALL BRYANT & HAMILL, LLC | 11/08/2024 | 125,938 | $1.03 M | 100.00% | 0.56% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 125,794 | $1.02 M | -10.65% | 0.56% |
| TWO SIGMA ADVISERS, LP | 11/14/2024 | 120,200 | $978,428 | -11.09% | 0.53% |
| DE LISLE PARTNERS LLP | 11/14/2024 | 103,545 | $841,629 | 26.51% | 0.46% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11/12/2024 | 96,226 | $811,185 | -3.39% | 0.43% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 91,555 | $745,258 | -27.28% | 0.41% |
| CITADEL ADVISORS LLC | 11/14/2024 | 90,800 | $739,112 | 40.34% | 0.40% |
| MARSHALL WACE, LLP | 11/14/2024 | 90,145 | $733,781 | -34.73% | 0.40% |
| TETON ADVISORS, INC. | 11/13/2024 | 85,000 | $691,900 | -3.41% | 0.38% |
| LSV ASSET MANAGEMENT | 11/12/2024 | 81,400 | $663,000 | 0.00% | 0.36% |
| GABELLI FUNDS LLC | 11/13/2024 | 80,000 | $651,200 | 0.00% | 0.36% |
| JANNEY MONTGOMERY SCOTT LLC | 10/29/2024 | 66,592 | $542,000 | 2.58% | 0.30% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 66,095 | $538,013 | 246.85% | 0.29% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 64,400 | $524,216 | -4.31% | 0.29% |
| MORGAN STANLEY | 11/14/2024 | 62,959 | $512,488 | 98.31% | 0.28% |
| SOLTIS INVESTMENT ADVISORS LLC | 11/18/2024 | 58,294 | $474,513 | 7.37% | 0.26% |
| ANCORA ADVISORS, LLC | 11/14/2024 | 56,520 | $460,073 | 2.71% | 0.25% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 55,000 | $447,700 | 94.17% | 0.24% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 50,765 | $413,227 | 0.00% | 0.23% |
| INVESCO LTD. | 11/12/2024 | 45,576 | $370,988 | -49.84% | 0.20% |
| CORTON CAPITAL INC. | 11/14/2024 | 43,259 | $352,128 | -26.88% | 0.19% |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 11/13/2024 | 42,653 | $347,195 | -28.50% | 0.19% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 38,566 | $313,926 | 100.00% | 0.17% |
| RITHOLTZ WEALTH MANAGEMENT | 10/10/2024 | 36,837 | $299,854 | -11.59% | 0.16% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 34,000 | $276,760 | -42.37% | 0.15% |
| TREXQUANT INVESTMENT LP | 11/12/2024 | 28,855 | $234,880 | -47.92% | 0.13% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 26,587 | $216,418 | -3.51% | 0.12% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 11/12/2024 | 26,357 | $215,000 | 100.00% | 0.12% |
| BARCLAYS PLC | 11/19/2024 | 26,063 | $213,000 | 297.60% | 0.12% |
| RHUMBLINE ADVISERS | 11/12/2024 | 25,689 | $209,103 | 6.22% | 0.11% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 24,450 | $199,023 | 0.00% | 0.11% |
| VOYA INVESTMENT MANAGEMENT LLC | 11/14/2024 | 20,812 | $169,410 | 100.00% | 0.09% |
| UBS GROUP AG | 11/14/2024 | 20,812 | $169,410 | 19.73% | 0.09% |
| SQUAREPOINT OPS LLC | 11/14/2024 | 20,797 | $169,288 | -55.23% | 0.09% |
| PDT PARTNERS, LLC | 11/14/2024 | 20,318 | $165,389 | 100.00% | 0.09% |
| ROYAL BANK OF CANADA | 11/14/2024 | 19,610 | $159,000 | 6.16% | 0.09% |
| EMPOWERED FUNDS, LLC | 11/06/2024 | 16,260 | $132,356 | 5.20% | 0.07% |
| SHEAFF BROCK INVESTMENT ADVISORS, LLC | 11/06/2024 | 16,000 | $130,240 | -33.33% | 0.07% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 15,725 | $128,002 | 0.00% | 0.07% |
| LPL FINANCIAL LLC | 11/08/2024 | 15,175 | $123,525 | 15.18% | 0.07% |
Medallion Financial Corp.institutional Ownership - FAQ's
During the previous two years, 109 institutional investors and hedge funds held shares of Medallion Financial Corp.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 1.21 M
VANGUARD GROUP INC: 1.08 M
Tieton Capital Management, LLC: 802,926
GEODE CAPITAL MANAGEMENT, LLC: 416,956
STIFEL FINANCIAL CORP: 272,949
AMERICAN CENTURY COMPANIES INC: 216,698
30.84% of Medallion Financial Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 9.16 M shares in the last 24 months. This purchase volume represents approximately $87.77 M in transactions.