Recent Quarter Total Invested
$1.54 M
Recent Quarter Institutional Ownership Percentage
1.83%
Total Invested of Last Quarter
$20.55 M
Ownership Percentage of Last Quarter
30.83%
Siebert Financial Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 05/14/2024 | 175,037 | $16.70 M | -1.21% | 0.44% |
| ALTRIUS CAPITAL MANAGEMENT INC | 05/13/2024 | 96,731 | $9.23 M | -1.04% | 0.24% |
| BEDDOW CAPITAL MANAGEMENT INC | 04/24/2024 | 79,256 | $7.56 M | 0.44% | 0.20% |
| DOUGLASS WINTHROP ADVISORS, LLC | 05/13/2024 | 78,400 | $7.48 M | 2.23% | 0.20% |
| COHEN KLINGENSTEIN LLC | 04/12/2024 | 35,800 | $3.42 M | 0.00% | 0.09% |
| BEACH INVESTMENT COUNSEL INC/PA | 04/15/2024 | 29,021 | $2.72 M | 0.00% | 0.07% |
| MADISON ASSET MANAGEMENT, LLC | 05/09/2024 | 28,986 | $2.77 M | -19.35% | 0.07% |
| YOUSIF CAPITAL MANAGEMENT, LLC | 04/26/2024 | 27,725 | $2.65 M | -1.79% | 0.07% |
| DORSEY WRIGHT & ASSOCIATES | 05/09/2024 | 27,286 | $2.61 M | 100.00% | 0.07% |
| RHUMBLINE ADVISERS | 05/09/2024 | 25,472 | $2.43 M | 15.62% | 0.06% |
| PACER ADVISORS, INC. | 05/10/2024 | 23,941 | $2.28 M | -6.81% | 0.06% |
| L & S ADVISORS INC | 05/10/2024 | 21,547 | $2.06 M | 100.00% | 0.05% |
| PEREGRINE CAPITAL MANAGEMENT LLC | 04/26/2024 | 9,403 | $897,328 | 0.00% | 0.02% |
| ABBREA CAPITAL, LLC | 05/07/2024 | 9,151 | $873,000 | 0.00% | 0.02% |
| HENRY JAMES INTERNATIONAL MANAGEMENT INC. | 05/08/2024 | 7,600 | $725,268 | -0.09% | 0.02% |
| FCA CORP /TX | 05/08/2024 | 7,000 | $668,010 | 0.00% | 0.02% |
| ADVISORSHARES INVESTMENTS LLC | 05/14/2024 | 6,490 | $619,341 | 100.00% | 0.02% |
| STONEBRIDGE CAPITAL MANAGEMENT INC | 04/15/2024 | 6,030 | $576,000 | 0.00% | 0.02% |
| MOLONEY SECURITIES ASSET MANAGEMENT, LLC | 05/01/2024 | 4,303 | $411,186 | -37.06% | 0.01% |
| SVB WEALTH LLC | 05/15/2024 | 4,221 | $402,811 | -3.17% | 0.01% |
| HUNTINGTON NATIONAL BANK | 05/03/2024 | 3,856 | $367,979 | 45.18% | 0.01% |
| MAI CAPITAL MANAGEMENT | 05/08/2024 | 3,687 | $352,338 | 3.25% | 0.01% |
| GREAT LAKES ADVISORS, LLC | 05/08/2024 | 2,737 | $261,542 | -2.87% | 0.01% |
| COZAD ASSET MANAGEMENT INC | 05/08/2024 | 2,687 | $256,420 | -5.02% | 0.01% |
| WALDRON PRIVATE WEALTH LLC | 05/09/2024 | 2,519 | $240,388 | 3.03% | 0.01% |
| GAMMA INVESTING LLC | 04/05/2024 | 1,852 | $176,736 | 13.90% | 0.00% |
| PARADIGM ASSET MANAGEMENT CO LLC | 05/13/2024 | 1,602 | $152,879 | 0.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/10/2024 | 1,588 | $151,543 | 12.46% | 0.00% |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | 06/26/2024 | 849 | $79,414 | 0.00% | 0.00% |
| FRONT ROW ADVISORS LLC | 05/14/2024 | 777 | $74,149 | 55.40% | 0.00% |
| ALPHAMARK ADVISORS, LLC | 04/18/2024 | 630 | $60,000 | 0.00% | 0.00% |
| FINANCIAL MANAGEMENT PROFESSIONALS, INC. | 04/16/2024 | 327 | $31,000 | 100.00% | 0.00% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 04/29/2024 | 292 | $27,903 | 0.00% | 0.00% |
| RAMIREZ ASSET MANAGEMENT, INC. | 05/14/2024 | 251 | $23,985 | -99.48% | 0.00% |
| FIRST HORIZON ADVISORS, INC. | 04/26/2024 | 246 | $23,475 | -17.17% | 0.00% |
| ADIRONDACK TRUST CO | 04/09/2024 | 202 | $19,276 | 0.00% | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 08/06/2024 | 201 | $19,000 | 0.00% | 0.00% |
| ANCORA ADVISORS, LLC | 05/16/2024 | 200 | $19,086 | 0.00% | 0.00% |
| PRIVATE OCEAN, LLC | 04/17/2024 | 147 | $14,028 | 212.77% | 0.00% |
| COSTON, MCISAAC & PARTNERS | 04/17/2024 | 94 | $8,000 | 0.00% | 0.00% |
| MOTCO | 05/09/2024 | 65 | $6,211 | 0.00% | 0.00% |
| FSA WEALTH MANAGEMENT LLC | 05/16/2024 | 44 | $4,199 | 0.00% | 0.00% |
| SALOMON & LUDWIN, LLC | 05/02/2024 | 33 | $3,149 | 0.00% | 0.00% |
| ORG PARTNERS LLC | 05/06/2024 | 25 | $2.39 M | 100.00% | 0.00% |
| FISHER ASSET MANAGEMENT, LLC | 05/09/2024 | 0 | $0 | -100.00% | 0.00% |
| HANSON & DOREMUS INVESTMENT MANAGEMENT | 04/22/2024 | 0 | $0 | -100.00% | 0.00% |
| IMPAX ASSET MANAGEMENT GROUP PLC | 04/30/2024 | 0 | $0 | -100.00% | 0.00% |
| TRADITION WEALTH MANAGEMENT, LLC | 05/13/2024 | 0 | $0 | -100.00% | 0.00% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 05/09/2024 | 0 | $0 | -100.00% | 0.00% |
Siebert Financial Corp.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of SIEB shares?
During the previous two years, 5 institutional investors and hedge funds held shares of Siebert Financial Corp.. The most heavily invested institutionals were:
Bartlett & Co. LLC: 287
MFS INVESTMENT MANAGEMENT CANADA LTD: 423,830
NOLLENBERGER CAPITAL PARTNERS INC: 200
RBC Private Counsel (USA) Inc.: 883
RBC Phillips, Hager & North Investment Counsel Inc.: 170
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What percentage of Siebert Financial Corp. stock is owned by institutional investors?
1.83% of Siebert Financial Corp. stock is owned by institutional investors.
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How much institutional buying is happening at SIEB ?
Institutional investors have bought a total of 425,370 shares in the last 24 months. This purchase volume represents approximately $1.14 M in transactions.