Banyan Acquisition Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BROOKFIELD CORP /ON/ | 11/15/2024 | 2.76 M | $2.12 M | 0.00% | 7.45% |
| GOODNOW INVESTMENT GROUP, LLC | 11/14/2024 | 654,601 | $502,014 | 61.07% | 1.77% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/24/2024 | 622,352 | $477,282 | -0.14% | 1.68% |
| VANGUARD GROUP INC | 11/13/2024 | 481,645 | $369,422 | 0.00% | 1.30% |
| MORGAN STANLEY | 11/14/2024 | 455,990 | $349,699 | 0.00% | 1.23% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 363,876 | $279,057 | 100.00% | 0.98% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2024 | 313,592 | $240,494 | 100.00% | 0.85% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 240,931 | $184,836 | -4.92% | 0.65% |
| VIVALDI CAPITAL MANAGEMENT LP | 11/14/2024 | 217,995 | $167,180 | 0.00% | 0.59% |
| KKM FINANCIAL LLC | 11/12/2024 | 144,912 | $111,133 | 0.00% | 0.39% |
| POLAR ASSET MANAGEMENT PARTNERS INC. | 11/14/2024 | 139,900 | $107,289 | 100.00% | 0.38% |
| AQR ARBITRAGE LLC | 11/14/2024 | 100,000 | $76,690 | 0.00% | 0.27% |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 11/15/2024 | 81,368 | $62 | 100.00% | 0.22% |
| LANDAAS & CO /WI /ADV | 11/12/2024 | 77,595 | $60,000 | 0.00% | 0.21% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 76,998 | $59,050 | 6.94% | 0.21% |
| KEPOS CAPITAL LP | 11/12/2024 | 75,000 | $58,000 | 100.00% | 0.20% |
| LAKEWOOD ASSET MANAGEMENT LLC | 10/07/2024 | 65,321 | $50,095 | -27.02% | 0.18% |
| LIDO ADVISORS, LLC | 11/14/2024 | 63,998 | $49,080 | 0.00% | 0.17% |
| MAI CAPITAL MANAGEMENT | 11/07/2024 | 50,000 | $38,345 | 0.00% | 0.13% |
| BANK OF MONTREAL /CAN/ | 11/13/2024 | 44,799 | $33,599 | 100.00% | 0.12% |
| GLOBAL RETIREMENT PARTNERS, LLC | 10/16/2024 | 42,976 | $32,958 | 0.00% | 0.12% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 35,809 | $27,462 | 0.00% | 0.10% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 10/28/2024 | 35,598 | $27,000 | 0.00% | 0.10% |
| CORNERSTONE ADVISORY, LLC | 11/12/2024 | 35,191 | $26,988 | 0.00% | 0.10% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 10/18/2024 | 33,156 | $25,427 | 0.00% | 0.09% |
| CONNECTICUT WEALTH MANAGEMENT, LLC | 11/13/2024 | 32,000 | $24,541 | 0.00% | 0.09% |
| GREENWOOD GEARHART INC | 11/15/2024 | 25,428 | $19,501 | 0.00% | 0.07% |
| HORIZON WEALTH MANAGEMENT, LLC | 10/16/2024 | 16,799 | $12,883 | 0.00% | 0.05% |
| HIGHPOINT ADVISOR GROUP LLC | 11/04/2024 | 16,268 | $12,339 | 32.61% | 0.04% |
| TUTTLE CAPITAL MANAGEMENT, LLC | 10/16/2024 | 16,095 | $174 | 0.00% | 0.04% |
| VIRTU FINANCIAL LLC | 11/20/2024 | 15,383 | $12,000 | 100.00% | 0.04% |
| ROTHSCHILD INVESTMENT LLC | 10/18/2024 | 13,000 | $9,970 | 0.00% | 0.04% |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 11/14/2024 | 12,714 | $34,964 | 0.00% | 0.03% |
| FIRST MANHATTAN CO. LLC. | 11/14/2024 | 10,171 | $7,800 | 0.00% | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/08/2024 | 9,250 | $7,095 | 0.00% | 0.03% |
| UBS GROUP AG | 11/14/2024 | 6,558 | $5,030 | -9.68% | 0.02% |
| NATIONAL BANK OF CANADA /FI/ | 11/15/2024 | 6,000 | $4,601 | 100.00% | 0.02% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 5,274 | $4,040 | 0.36% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2024 | 2,170 | $1,664 | 100.00% | 0.01% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 10/30/2024 | 1,000 | $767 | 0.00% | 0.00% |
| STRATEGIC INVESTMENT SOLUTIONS, INC. /IL | 10/23/2024 | 1,000 | $767 | 100.00% | 0.00% |
| JPMORGAN CHASE & CO | 12/26/2024 | 54 | $41 | 100.00% | 0.00% |
| ANCORA ADVISORS, LLC | 11/14/2024 | 1 | $1 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| COOPERMAN LEON G | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| BOSTON PARTNERS | 11/12/2024 | 0 | $0 | -100.00% | 0.00% |
| TYLER-STONE WEALTH MANAGEMENT | 11/04/2024 | 0 | $0 | -100.00% | 0.00% |
| QUARRY LP | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
Banyan Acquisition Corporationinstitutional Ownership - FAQ's
During the previous two years, 51 institutional investors and hedge funds held shares of Banyan Acquisition Corporation. The most heavily invested institutionals were:
BROOKFIELD Corp /ON/: 2.76 M
GOODNOW INVESTMENT GROUP, LLC: 654,601
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: 622,352
VANGUARD GROUP INC: 481,645
MORGAN STANLEY: 455,990
BlackRock Funding, Inc. /DE: 363,876
20.06% of Banyan Acquisition Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 7.90 M shares in the last 24 months. This purchase volume represents approximately $86.14 M in transactions.