Recent Quarter Total Invested
$22.84 M
Recent Quarter Institutional Ownership Percentage
24.03%
Total Invested of Last Quarter
$22.71 M
Ownership Percentage of Last Quarter
20.79%
William Penn Bancorporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 08/13/2024 | 501,146 | $5.71 M | 0.00% | 6.01% |
| DEPRINCE RACE & ZOLLO INC | 08/14/2024 | 255,685 | $2.91 M | -2.07% | 3.07% |
| DRYDEN CAPITAL, LLC | 08/14/2024 | 228,560 | $2.61 M | 722.54% | 2.74% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/08/2024 | 198,669 | $2.26 M | -1.04% | 2.38% |
| MANGROVE PARTNERS | 08/14/2024 | 125,533 | $1.43 M | 0.00% | 1.51% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 90,470 | $1.03 M | -4.29% | 1.09% |
| OPPENHEIMER & CLOSE, LLC | 07/25/2024 | 75,000 | $855,000 | 0.00% | 0.90% |
| PROSPECTOR PARTNERS LLC | 08/13/2024 | 65,200 | $743,280 | 0.00% | 0.78% |
| KENNEDY INVESTMENT GROUP | 07/18/2024 | 55,619 | $634,057 | 0.00% | 0.67% |
| BLACKROCK INC. | 08/13/2024 | 49,237 | $561,301 | -0.79% | 0.59% |
| STATE STREET CORP | 08/14/2024 | 41,195 | $469,623 | 0.00% | 0.49% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/14/2024 | 37,719 | $429,997 | 100.00% | 0.45% |
| MORGAN STANLEY | 10/17/2024 | 33,807 | $385,408 | 5.11% | 0.41% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 29,858 | $340,381 | 0.00% | 0.36% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 28,185 | $321,309 | 0.00% | 0.34% |
| WITTENBERG INVESTMENT MANAGEMENT, INC. | 08/14/2024 | 26,890 | $306,546 | 167.99% | 0.32% |
| RAYMOND JAMES & ASSOCIATES | 07/19/2024 | 26,162 | $298,247 | -3.68% | 0.31% |
| SCHONFELD STRATEGIC ADVISORS LLC | 08/14/2024 | 22,800 | $259,920 | 0.18% | 0.27% |
| NORTHERN TRUST CORP | 08/14/2024 | 19,646 | $223,964 | -0.06% | 0.24% |
| CITIGROUP INC | 08/12/2024 | 16,326 | $186,116 | -26.53% | 0.20% |
| DE LISLE PARTNERS LLP | 08/09/2024 | 15,682 | $179,873 | 100.00% | 0.19% |
| GSA CAPITAL PARTNERS LLP | 08/15/2024 | 15,256 | $174,000 | -23.41% | 0.18% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 08/14/2024 | 14,984 | $170,821 | 100.00% | 0.18% |
| CAPTRUST FINANCIAL ADVISORS | 08/15/2024 | 13,508 | $153,988 | 0.24% | 0.16% |
| ROYAL BANK OF CANADA | 11/06/2024 | 8,246 | $95,000 | 1.60% | 0.10% |
| ACADIAN ASSET MANAGEMENT LLC | 08/06/2024 | 4,027 | $45,000 | 0.00% | 0.05% |
| AMERICAN CAPITAL ADVISORY, LLC | 07/29/2024 | 1,900 | $23,199 | 100.00% | 0.02% |
| UBS GROUP AG | 08/14/2024 | 1,551 | $17,681 | 42.95% | 0.02% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 186 | $2,120 | 17.72% | 0.00% |
| JPMORGAN CHASE & CO | 08/12/2024 | 177 | $2,018 | -98.32% | 0.00% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2024 | 4 | $46 | -99.98% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 08/15/2024 | 0 | $0 | -100.00% | 0.00% |
| MAN GROUP PLC | 08/14/2024 | 0 | $0 | -100.00% | 0.00% |
William Penn Bancorporationinstitutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of WMPN shares?
During the previous two years, 18 institutional investors and hedge funds held shares of William Penn Bancorporation. The most heavily invested institutionals were:
GSA CAPITAL PARTNERS LLP: 0
KENNEDY CAPITAL MANAGEMENT LLC: 0
Dryden Capital, LLC: 228,560
Russell Investments Group, Ltd.: 198,669
GEODE CAPITAL MANAGEMENT, LLC: 90,470
BlackRock Inc.: 49,237
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What percentage of William Penn Bancorporation stock is owned by institutional investors?
24.03% of William Penn Bancorporation stock is owned by institutional investors.
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How much institutional buying is happening at WMPN ?
Institutional investors have bought a total of 1.33 M shares in the last 24 months. This purchase volume represents approximately $17.28 M in transactions.