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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/08/2024 | STILWELL VALUE LLC | 7.43 M | $61.93 M | -0.27% | 28.88% |
| 04/18/2024 | WASATCH ADVISORS LP | 828,552 | $6.91 M | 0.00% | 3.22% |
| 05/10/2024 | BLACKROCK INC. | 628,133 | $5.24 M | 0.34% | 2.44% |
| 05/10/2024 | VANGUARD GROUP INC | 487,353 | $4.06 M | 3.17% | 1.90% |
| 05/08/2024 | BELPOINTE ASSET MANAGEMENT LLC | 409,949 | $3.42 M | -1.97% | 1.59% |
| 05/15/2024 | GREENHAVEN ROAD INVESTMENT MANAGEMENT, L.P. | 403,395 | $3.36 M | 0.00% | 1.57% |
| 05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 319,299 | $2.66 M | 1.94% | 1.24% |
| 05/13/2024 | BARD ASSOCIATES INC | 287,690 | $2.40 M | 1.37% | 1.12% |
| 05/13/2024 | RENAISSANCE TECHNOLOGIES LLC | 276,315 | $2.30 M | -5.60% | 1.07% |
| 05/15/2024 | SWEDBANK AB | 250,000 | $2.09 M | 100.00% | 0.97% |
| 05/15/2024 | STATE STREET CORP | 133,835 | $1.12 M | 1.21% | 0.52% |
| 05/15/2024 | ANNANDALE CAPITAL, LLC | 125,000 | $1.04 M | 151.27% | 0.49% |
| 05/14/2024 | NORTHERN TRUST CORP | 121,777 | $1.02 M | -1.05% | 0.47% |
| 05/13/2024 | FIRST TRUST ADVISORS LP | 55,317 | $461,343 | 3.12% | 0.22% |
| 05/13/2024 | STRS OHIO | 55,200 | $460,000 | -6.91% | 0.21% |
| 04/30/2024 | SEQUOIA FINANCIAL ADVISORS, LLC | 33,500 | $279,390 | 0.00% | 0.13% |
| 04/25/2024 | BANK OF NEW YORK MELLON CORP | 31,015 | $258,665 | -21.72% | 0.12% |
| 05/09/2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 30,322 | $252,885 | 0.00% | 0.12% |
| 05/15/2024 | MORGAN STANLEY | 28,191 | $235,112 | -12.71% | 0.11% |
| 05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 27,095 | $225,972 | 0.00% | 0.11% |
| 05/10/2024 | JPMORGAN CHASE & CO | 17,056 | $142,247 | 56.88% | 0.07% |
| 05/15/2024 | GOLDMAN SACHS GROUP INC | 15,901 | $132,614 | 16.52% | 0.06% |
| 05/13/2024 | NUVEEN ASSET MANAGEMENT, LLC | 15,529 | $129,512 | 0.00% | 0.06% |
| 05/13/2024 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 14,619 | $121,922 | -47.35% | 0.06% |
| 05/13/2024 | UBS GROUP AG | 12,933 | $107,862 | 8.34% | 0.05% |
| 05/15/2024 | ROYAL BANK OF CANADA | 10,753 | $89,000 | -22.96% | 0.04% |
| 05/10/2024 | ADVISOR GROUP HOLDINGS, INC. | 10,610 | $88,487 | -2.75% | 0.04% |
| 05/09/2024 | RHUMBLINE ADVISERS | 9,818 | $81,874 | 1.02% | 0.04% |
| 05/01/2024 | BNP PARIBAS ARBITRAGE, SNC | 9,679 | $80,723 | 193.04% | 0.04% |
| 05/15/2024 | BARCLAYS PLC | 7,953 | $66,000 | -47.27% | 0.03% |
| 05/07/2024 | NEW YORK STATE COMMON RETIREMENT FUND | 6,785 | $57,000 | 0.00% | 0.03% |
| 05/13/2024 | AMERICAN INTERNATIONAL GROUP, INC. | 5,633 | $46,979 | 3.91% | 0.02% |
| 05/15/2024 | BANK OF AMERICA CORP /DE/ | 4,408 | $36,762 | -53.49% | 0.02% |
| 05/10/2024 | WELLS FARGO & COMPANY/MN | 3,482 | $29,040 | 20.40% | 0.01% |
| 05/10/2024 | CITIGROUP INC | 1,997 | $16,655 | 12.51% | 0.01% |
| 05/15/2024 | FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 1,220 | $10,175 | 100.00% | 0.00% |
| 07/01/2024 | LEGAL & GENERAL GROUP PLC | 1,209 | $10,083 | 0.00% | 0.00% |
| 05/16/2024 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1,149 | $9,583 | -35.99% | 0.00% |
| 05/13/2024 | AMERITAS INVESTMENT PARTNERS, INC. | 879 | $7,331 | 0.00% | 0.00% |
| 05/15/2024 | TOWER RESEARCH CAPITAL LLC (TRC) | 454 | $3,786 | -61.98% | 0.00% |
| 04/23/2024 | AMALGAMATED BANK | 359 | $3,000 | -76.18% | 0.00% |
| 05/13/2024 | FMR LLC | 216 | $1,801 | 980.00% | 0.00% |
| 05/13/2024 | NATIONAL BANK OF CANADA /FI/ | 212 | $1,695 | 0.00% | 0.00% |
| 05/14/2024 | FARTHER FINANCE ADVISORS, LLC | 65 | $530,000 | 0.00% | 0.00% |
| 05/15/2024 | DEUTSCHE BANK AG\ | 20 | $167 | -81.82% | 0.00% |
| 04/05/2024 | GAMMA INVESTING LLC | 5 | $42 | 0.00% | 0.00% |
| 04/30/2024 | NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 4 | $33 | 100.00% | 0.00% |
| 04/24/2024 | RITHOLTZ WEALTH MANAGEMENT | 0 | $0 | -100.00% | 0.00% |
A. During the previous two years, 63 institutional investors and hedge funds held shares of Kingsway Financial Services Inc.. The most heavily invested institutionals were:
GAMMA Investing LLC: 0
Stilwell Value LLC: 7.43 M
WASATCH ADVISORS LP: 828,552
BlackRock Inc.: 628,133
VANGUARD GROUP INC: 487,353
Belpointe Asset Management LLC: 409,949
A. 47.10% of Kingsway Financial Services Inc. stock is owned by institutional investors.
A. Institutional investors have bought a total of 17.05 M shares in the last 24 months. This purchase volume represents approximately $136.92 M in transactions.
