SB Financial Group, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 587,914 | $12.09 M | -0.37% | 8.83% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/13/2024 | 483,868 | $9.95 M | -0.16% | 7.27% |
| CUTLER CAPITAL MANAGEMENT, LLC | 11/13/2024 | 399,154 | $8.21 M | -1.05% | 5.99% |
| FJ CAPITAL MANAGEMENT LLC | 11/14/2024 | 373,521 | $7.68 M | 0.00% | 5.61% |
| STRATEGIC VALUE BANK PARTNERS LLC | 11/14/2024 | 352,815 | $7.25 M | 0.00% | 5.30% |
| PETIOLE USA LTD | 11/13/2024 | 265,710 | $5.46 M | 0.00% | 3.99% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 159,695 | $3.28 M | 0.88% | 2.40% |
| PINNACLE HOLDINGS, LLC | 11/12/2024 | 157,212 | $3.23 M | -0.12% | 2.36% |
| VANGUARD GROUP INC | 11/13/2024 | 101,918 | $2.10 M | 0.00% | 1.53% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 73,252 | $1.51 M | 2.63% | 1.10% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 71,076 | $1.46 M | 3.52% | 1.07% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 56,896 | $1.17 M | 100.00% | 0.85% |
| GENDELL JEFFREY L | 11/14/2024 | 48,823 | $1.00 M | 0.00% | 0.73% |
| EMPOWERED FUNDS, LLC | 11/06/2024 | 37,762 | $776,387 | 5.23% | 0.57% |
| FIRST MANHATTAN CO. LLC. | 11/14/2024 | 35,627 | $732,491 | 0.00% | 0.53% |
| PL CAPITAL ADVISORS, LLC | 10/29/2024 | 28,159 | $578,949 | 0.00% | 0.42% |
| VENTURE VISIONARY PARTNERS LLC | 10/21/2024 | 23,644 | $486,110 | 0.29% | 0.36% |
| STATE STREET CORP | 11/14/2024 | 16,232 | $333,730 | 0.00% | 0.24% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 13,525 | $278,074 | -11.17% | 0.20% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 13,060 | $268,514 | 100.00% | 0.20% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11/12/2024 | 11,793 | $229,020 | 100.00% | 0.18% |
| PRINCETON CAPITAL MANAGEMENT LLC | 11/07/2024 | 10,408 | $213,988 | 0.00% | 0.16% |
| HUNTINGTON NATIONAL BANK | 11/06/2024 | 7,977 | $164,007 | 0.00% | 0.12% |
| ROYAL BANK OF CANADA | 11/14/2024 | 6,321 | $130,000 | 0.33% | 0.09% |
| SJS INVESTMENT CONSULTING INC. | 10/16/2024 | 3,793 | $77,985 | 0.00% | 0.06% |
| ACADIAN ASSET MANAGEMENT LLC | 11/12/2024 | 2,437 | $50,000 | 0.00% | 0.04% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 2,197 | $45,171 | 0.05% | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/08/2024 | 1,900 | $39,064 | 0.00% | 0.03% |
| MORGAN STANLEY | 11/14/2024 | 1,442 | $29,659 | 0.07% | 0.02% |
| BARCLAYS PLC | 11/19/2024 | 1,271 | $26,000 | 325.08% | 0.02% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 10/28/2024 | 705 | $14,495 | 0.00% | 0.01% |
| 11/14/2024 | 530 | $10,897 | 0.00% | 0.01% | |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2024 | 319 | $6,559 | -66.28% | 0.00% |
| STATE OF WYOMING | 11/14/2024 | 279 | $5,736 | 100.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11/12/2024 | 263 | $5,407 | 0.00% | 0.00% |
| UBS GROUP AG | 11/14/2024 | 242 | $4,976 | -93.87% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 65 | $1,336 | 16.07% | 0.00% |
| JPMORGAN CHASE & CO | 12/26/2024 | 12 | $247 | 0.00% | 0.00% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| INNEALTA CAPITAL, LLC | 10/29/2024 | 0 | $0 | -100.00% | 0.00% |
SB Financial Group, Inc.institutional Ownership - FAQ's
During the previous two years, 52 institutional investors and hedge funds held shares of SB Financial Group, Inc.. The most heavily invested institutionals were:
ALLIANCEBERNSTEIN L.P.: 587,914
MANUFACTURERS LIFE INSURANCE COMPANY, THE: 483,868
Cutler Capital Management, LLC: 399,154
FJ Capital Management LLC: 373,521
STRATEGIC VALUE BANK PARTNERS LLC: 352,815
Petiole USA ltd: 265,710
50.63% of SB Financial Group, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 3.67 M shares in the last 24 months. This purchase volume represents approximately $78.93 M in transactions.