William Penn Bancorporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/13/2024 | 501,146 | $6.14 M | 0.00% | 6.11% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 207,050 | $2.54 M | 4.22% | 2.52% |
| DEPRINCE RACE & ZOLLO INC | 11/14/2024 | 199,054 | $2.44 M | -22.15% | 2.43% |
| MANGROVE PARTNERS | 11/14/2024 | 125,533 | $1.54 M | 0.00% | 1.53% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 83,458 | $1.02 M | -7.75% | 1.02% |
| OPPENHEIMER & CLOSE, LLC | 10/17/2024 | 75,000 | $918,750 | 0.00% | 0.91% |
| PROSPECTOR PARTNERS LLC | 11/13/2024 | 65,200 | $798,700 | 0.00% | 0.79% |
| KENNEDY INVESTMENT GROUP | 10/21/2024 | 55,619 | $681,333 | 0.00% | 0.68% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 52,897 | $647,988 | 100.00% | 0.64% |
| STATE STREET CORP | 11/14/2024 | 41,195 | $504,639 | 0.00% | 0.50% |
| MORGAN STANLEY | 11/14/2024 | 34,240 | $419,453 | 1.28% | 0.42% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 31,474 | $385,556 | 11.67% | 0.38% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 31,058 | $380,460 | 4.02% | 0.38% |
| WITTENBERG INVESTMENT MANAGEMENT, INC. | 11/13/2024 | 27,124 | $332,269 | 0.87% | 0.33% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 26,162 | $320,485 | 0.00% | 0.32% |
| SCHONFELD STRATEGIC ADVISORS LLC | 11/14/2024 | 22,800 | $279,300 | 0.00% | 0.28% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 19,200 | $235,200 | 100.00% | 0.23% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 15,699 | $192,313 | 392,375.00% | 0.19% |
| DE LISLE PARTNERS LLP | 11/14/2024 | 15,682 | $192,889 | 0.00% | 0.19% |
| CAPTRUST FINANCIAL ADVISORS | 11/14/2024 | 13,542 | $165,887 | 0.25% | 0.17% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 11/12/2024 | 10,748 | $131,664 | -28.27% | 0.13% |
| ROYAL BANK OF CANADA | 11/14/2024 | 8,200 | $101,000 | -0.56% | 0.10% |
| ACADIAN ASSET MANAGEMENT LLC | 11/12/2024 | 4,027 | $48,000 | 0.00% | 0.05% |
| AMERICAN CAPITAL ADVISORY, LLC | 10/30/2024 | 2,000 | $24,500 | 5.26% | 0.02% |
| BARCLAYS PLC | 11/19/2024 | 1,999 | $24,000 | 100.00% | 0.02% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 194 | $2,376 | 4.30% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2024 | 143 | $1,752 | 100.00% | 0.00% |
| JPMORGAN CHASE & CO | 11/08/2024 | 0 | $0 | -100.00% | 0.00% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| GSA CAPITAL PARTNERS LLP | 11/05/2024 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
William Penn Bancorporationinstitutional Ownership - FAQ's
During the previous two years, 35 institutional investors and hedge funds held shares of William Penn Bancorporation. The most heavily invested institutionals were:
VANGUARD GROUP INC: 501,146
Russell Investments Group, Ltd.: 207,050
DEPRINCE RACE & ZOLLO INC: 199,054
MANGROVE PARTNERS: 125,533
GEODE CAPITAL MANAGEMENT, LLC: 83,458
Oppenheimer & Close, LLC: 75,000
20.72% of William Penn Bancorporation stock is owned by institutional investors.
Institutional investors have bought a total of 2.60 M shares in the last 24 months. This purchase volume represents approximately $31.67 M in transactions.