Recent Quarter Total Invested
$12.42 M
Recent Quarter Institutional Ownership Percentage
15.55%
Total Invested of Last Quarter
$10.81 M
Ownership Percentage of Last Quarter
14.53%
Pathfinder Bancorp, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MINERVA ADVISORS LLC | 08/12/2024 | 262,204 | $3.41 M | 0.00% | 4.31% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2024 | 260,575 | $3.44 M | 5.39% | 4.29% |
| OPPENHEIMER & CLOSE, LLC | 07/25/2024 | 91,915 | $1.21 M | 0.21% | 1.51% |
| M3F, INC. | 08/13/2024 | 77,265 | $1.02 M | 0.00% | 1.27% |
| FOURTHSTONE LLC | 08/14/2024 | 47,117 | $621,473 | 100.00% | 0.77% |
| HAMILTON POINT INVESTMENT ADVISORS, LLC | 08/06/2024 | 38,429 | $506,879 | 0.00% | 0.63% |
| VANGUARD GROUP INC | 08/13/2024 | 37,681 | $497,013 | 0.00% | 0.62% |
| MONOGRAPH WEALTH ADVISORS, LLC | 08/15/2024 | 29,695 | $391,374 | 0.11% | 0.49% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 23,976 | $316,085 | 3.60% | 0.39% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 18,604 | $245,201 | 11.65% | 0.31% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 16,292 | $214,893 | 0.00% | 0.27% |
| CALDWELL SUTTER CAPITAL, INC. | 07/23/2024 | 15,373 | $202,750 | 0.00% | 0.25% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2024 | 10,200 | $134,436 | 0.00% | 0.17% |
| BLACKROCK INC. | 08/13/2024 | 8,298 | $109,451 | -6.74% | 0.14% |
| ROYAL BANK OF CANADA | 11/06/2024 | 5,940 | $78,000 | 5,110.53% | 0.10% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/13/2024 | 1,078 | $14,219 | -9.87% | 0.02% |
| MORGAN STANLEY | 10/17/2024 | 494 | $6,516 | 0.00% | 0.01% |
| UBS GROUP AG | 08/14/2024 | 366 | $4,828 | 357.50% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 19 | $251 | 100.00% | 0.00% |
| INNEALTA CAPITAL, LLC | 07/29/2024 | 8 | $105 | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
Pathfinder Bancorp, Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of PBHC shares?
During the previous two years, 22 institutional investors and hedge funds held shares of Pathfinder Bancorp, Inc.. The most heavily invested institutionals were:
INNEALTA CAPITAL, LLC: 0
M3F, Inc.: 0
ALLIANCEBERNSTEIN L.P.: 260,575
Fourthstone LLC: 47,117
MONOGRAPH WEALTH ADVISORS, LLC: 29,695
GEODE CAPITAL MANAGEMENT, LLC: 23,976
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What percentage of Pathfinder Bancorp, Inc. stock is owned by institutional investors?
15.55% of Pathfinder Bancorp, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at PBHC ?
Institutional investors have bought a total of 427,068 shares in the last 24 months. This purchase volume represents approximately $7.41 M in transactions.