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ArrowMark Financial (BANX) Institutional Ownership

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$18.60 -0.44 (-2.31%)
Closing price 03:59 PM Eastern
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$18.82 +0.22 (+1.21%)
As of 05:07 PM Eastern
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Institutional Ownership Changes (13F Filings) for ArrowMark Financial (NASDAQ:BANX)

Current
Institutional Ownership
Percentage
24.93%
Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$11.36M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$1.73M
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BANX Institutional Buying and Selling by Quarter

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ArrowMark Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025Principal Street Partners LLC12,455$261K0.1%N/A0.173%
2/17/2025Millennium Management LLC10,542$220K0.0%N/A0.147%
2/14/2025Stifel Financial Corp167,707$3.52M0.0%+4.2%2.336%
2/13/2025Raymond James Financial Inc.188,570$3.96M0.0%N/A2.626%
2/12/2025Everstar Asset Management LLC23,198$487K0.3%+6.0%0.323%
2/6/2025Raymond James Financial Inc.188,570$3.96M0.0%N/A2.628%
2/5/2025Noble Wealth Management PBC16,599$348K0.2%N/A0.231%
2/5/2025Oppenheimer & Co. Inc.23,929$502K0.0%+7.4%0.333%
1/24/2025Round Rock Advisors LLC42,700$896K0.2%N/A0.595%
1/22/2025Falcon Wealth Planning18,862$396K0.0%+15.3%0.263%
1/15/2025Trust Co. of Vermont2,750$58K0.0%N/A0.038%
1/13/2025Capital Investment Advisors LLC30,746$645K0.0%-14.0%0.428%
11/15/2024Stifel Financial Corp161,024$3.33M0.0%-13.8%2.243%
11/15/2024ArrowMark Colorado Holdings LLC196,145$4.09M0.1%-18.6%2.732%
11/6/2024Bard Associates Inc.41,810$865K0.3%-1.9%0.583%
11/6/2024Oppenheimer & Co. Inc.22,274$461K0.0%+15.0%0.310%
10/30/2024Catalina Capital Group LLC10,310$213K0.1%N/A0.144%
10/30/2024Falcon Wealth Planning16,362$339K0.0%+14.4%0.228%
10/24/2024Pathway Financial Advisers LLC15,518$321K0.0%+1,969.1%0.216%
10/18/2024Capital Investment Advisors LLC35,746$740K0.0%+4.4%0.498%
7/16/2024Falcon Wealth Planning14,308$264K0.0%N/A0.199%
7/12/2024Capital Investment Advisors LLC34,250$631K0.0%+3.0%0.477%
5/7/2024Oppenheimer & Co. Inc.17,902$340K0.0%N/A0.252%
5/6/2024Oxbow Advisors LLC11,220$213K0.0%-40.8%0.158%
4/23/2024Raymond James Financial Services Advisors Inc.229,144$4.35M0.0%+3.2%3.223%
3/22/2024PNC Financial Services Group Inc.26,000$472K0.0%-60.6%0.366%
2/14/2024Greenwich Investment Management Inc.314,976$5.71M4.3%-2.0%4.430%
2/9/2024PNC Financial Services Group Inc.26,000$472K0.0%-60.6%0.366%
2/8/2024Oxbow Advisors LLC18,968$344K0.1%-6.2%0.267%
2/8/2024Beacon Pointe Advisors LLC60,522$1.10M0.0%-4.2%0.851%
1/16/2024Raymond James Financial Services Advisors Inc.222,034$4.03M0.0%+8.0%3.123%
1/5/2024Capital Investment Advisors LLC32,250$586K0.0%+4.0%0.454%
11/16/2023Greenwich Investment Management Inc.321,466$5.62M4.5%-1.9%4.521%
11/13/2023Stifel Financial Corp219,140$3.83M0.0%-7.5%3.082%
10/26/2023Punch & Associates Investment Management Inc.68,070$1.19M0.1%+26.2%0.957%
10/24/2023Raymond James Financial Services Advisors Inc.205,626$3.60M0.0%+16.5%2.892%
10/24/2023Cambridge Investment Research Advisors Inc.20,930$366K0.0%+13.4%0.294%
10/16/2023Capital Investment Advisors LLC31,000$542K0.0%+25.3%0.436%
8/14/2023ArrowMark Colorado Holdings LLC508,443$8.51M0.1%+0.5%7.151%
8/10/2023Osaic Holdings Inc.262,863$4.38M0.0%+1.1%3.697%
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8/4/2023Oxbow Advisors LLC83,376$1.39M0.2%-31.7%1.173%
8/3/2023CWM LLC1,500$25K0.0%N/A0.021%
8/3/2023Oppenheimer & Co. Inc.11,809$197K0.0%N/A0.166%
7/25/2023Raymond James Financial Services Advisors Inc.176,442$2.94M0.0%+9.3%2.482%
7/11/2023Capital Investment Advisors LLC24,750$412K0.0%+30.3%0.348%
5/11/2023Heron Bay Capital Management45,742$823K0.3%N/A0.644%
5/11/2023Tucker Asset Management LLC3,735$67K0.0%N/A0.053%
4/26/2023Oxbow Advisors LLC122,055$2.20M0.4%-3.8%1.719%
4/14/2023Raymond James Financial Services Advisors Inc.161,463$2.91M0.0%+0.9%2.274%
4/14/2023Raymond James & Associates21,238$382K0.0%-16.0%0.299%
4/10/2023Capital Investment Advisors LLC19,000$342K0.0%+13.4%0.268%
2/10/2023Advisor Group Holdings Inc.248,583$4.24M0.0%+4.1%3.501%
2/8/2023Raymond James Financial Services Advisors Inc.160,037$2.73M0.0%+11.7%2.254%
2/8/2023Cambridge Investment Research Advisors Inc.18,026$307K0.0%+13.9%0.254%
2/1/2023Oxbow Advisors LLC126,908$2.16M0.4%+232.4%1.787%
1/5/2023Capital Investment Advisors LLC16,750$285K0.0%+15.1%0.236%
11/14/2022United Capital Financial Advisers LLC38,500$665K0.0%-20.6%0.542%
11/9/2022Magnus Financial Group LLC10,110$175K0.0%N/A0.142%
11/3/2022Oxbow Advisors LLC38,177$659K0.1%+13.9%0.538%
10/25/2022Raymond James & Associates34,403$594K0.0%+23.0%0.485%
10/25/2022Raymond James Financial Services Advisors Inc.143,317$2.47M0.0%+10.4%2.019%
10/13/2022Newbridge Financial Services Group Inc.4,300$74K0.0%N/A0.061%
10/5/2022Capital Investment Advisors LLC14,550$251K0.0%N/A0.205%
8/11/2022Bard Associates Inc.41,315$793K0.3%+4.0%0.582%
7/13/2022Cambridge Investment Research Advisors Inc.16,309$313K0.0%+8.8%0.230%
5/20/2022Van Hulzen Asset Management LLC11,100$239K0.0%-15.3%0.156%
5/17/2022Greenwich Investment Management Inc.273,007$5.87M3.5%-1.8%3.845%
5/11/2022Bard Associates Inc.39,715$854K0.3%+9.7%0.604%
5/11/2022Raymond James Financial Services Advisors Inc.106,389$2.29M0.0%+20.1%1.619%
5/9/2022Oxbow Advisors LLC25,777$554K0.1%+16.0%0.392%
5/6/2022Cadent Capital Advisors LLC20,123$433K0.2%-6.2%0.306%
5/4/2022Advisor Group Holdings Inc.237,777$5.11M0.0%+4.0%3.619%
4/28/2022Belpointe Asset Management LLC9,626$207K0.0%-17.2%0.146%
2/14/2022Greenwich Investment Management Inc.278,129$6.11M4.2%N/A4.232%
2/10/2022Acadian Asset Management LLC4,002$87K0.0%-45.8%0.061%
2/9/2022UMB Bank N A MO2,700$59K0.0%N/A0.041%
2/8/2022Raymond James Financial Services Advisors Inc.88,612$1.95M0.0%N/A1.348%
2/4/2022Van Hulzen Asset Management LLC13,100$288K0.0%-20.6%0.199%
2/3/2022Advisor Group Holdings Inc.228,706$5.03M0.0%+0.5%3.480%
1/24/2022Cadent Capital Advisors LLC21,443$471K0.2%-10.3%0.326%
11/17/2021ArrowMark Colorado Holdings LLC503,402$11.10M0.1%+4,407.5%7.660%
11/16/2021United Capital Financial Advisers LLC50,500$1.11M0.0%-15.1%0.768%
11/5/2021Advisor Group Holdings Inc.227,526$5.02M0.0%-2.3%3.462%
11/2/2021Raymond James & Associates25,613$565K0.0%-17.8%0.390%
10/25/2021Cadent Capital Advisors LLC23,893$527K0.2%+11.8%0.364%
10/22/2021Lineweaver Wealth Advisors LLC17,862$393K0.1%+6.4%0.272%
9/10/2021Punch & Associates Investment Management Inc.514,629$11.33M0.6%-10.3%7.831%
8/25/2021Marshall Wace LLP14,336$315K0.0%N/A0.218%
8/16/2021Punch & Associates Investment Management Inc.610,629$13.44M0.7%+6.4%9.291%
8/16/2021Marshall Wace LLP14,336$315K0.0%N/A0.218%
Trump Treasure April 19 (Ad)

Thanks to President Trump… A $900 investment across5 specific cryptos… Could gain 12,000% so quickly that, just 12 months later…

If I’m right about this (like I was before) a modest $900 investment…
8/13/2021United Capital Financial Advisers LLC59,500$1.31M0.0%-10.7%0.905%
8/13/2021Stifel Financial Corp168,043$3.70M0.0%+6.8%2.557%
8/12/2021Bard Associates Inc.29,430$648K0.2%+54.4%0.448%
8/9/2021Belpointe Asset Management LLC7,120$156K0.0%N/A0.108%
8/6/2021Magnus Financial Group LLC9,298$205K0.0%N/A0.141%
8/4/2021Oxbow Advisors LLC22,641$498K0.1%N/A0.345%
8/3/2021Oppenheimer & Co. Inc.9,792$216K0.0%N/A0.149%
8/2/2021Advisor Group Holdings Inc.232,970$5.13M0.0%+39.1%3.545%
8/1/2021Cadent Capital Advisors LLC21,372$470K0.2%+7.9%0.325%
7/31/2021Arkadios Wealth Advisors1,250$27K0.0%N/A0.019%
(Data available from 1/1/2016 forward)

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BANX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BANX shares?

During the previous two years, 27 institutional investors and hedge funds held shares of ArrowMark Financial. The most heavily invested institutionals were Greenwich Investment Management Inc. ($5.71M), Osaic Holdings Inc. ($4.38M), Raymond James Financial Services Advisors Inc. ($4.35M), ArrowMark Colorado Holdings LLC ($4.09M), Raymond James Financial Inc. ($3.96M), Stifel Financial Corp ($3.52M), and Punch & Associates Investment Management Inc. ($1.19M).Learn more on BANX's institutional investors.

What percentage of ArrowMark Financial stock is owned by institutional investors?

24.93% of ArrowMark Financial stock is owned by institutional investors. Learn more on BANX's institutional investor holdings.

Which institutional investors have been buying ArrowMark Financial stock?

Of the 21 institutional investors that purchased ArrowMark Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($377.14K), Raymond James Financial Services Advisors Inc. ($69.11K), Heron Bay Capital Management ($45.74K), Round Rock Advisors LLC ($42.70K), Oppenheimer & Co. Inc. ($34.27K), Falcon Wealth Planning ($18.86K), and Capital Investment Advisors LLC ($18.00K).

How much institutional buying is happening at ArrowMark Financial?

Institutional investors have bought a total of 708,490 shares in the last 24 months. This purchase volume represents approximately $14.21M in transactions.

Which ArrowMark Financial major shareholders have been selling company stock?

Of the 9 institutional investors that sold ArrowMark Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: PNC Financial Services Group Inc. ($80K), Oxbow Advisors LLC ($52.53K), ArrowMark Colorado Holdings LLC ($44.72K), Stifel Financial Corp ($43.57K), Greenwich Investment Management Inc. ($12.63K), Capital Investment Advisors LLC ($5K), and Raymond James & Associates ($4.05K).

How much institutional selling is happening at ArrowMark Financial?

Institutional investors have sold a total of 245,943 shares in the last 24 months. This volume of shares sold represents approximately $4.59M in transactions.


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This page (NASDAQ:BANX) was last updated on 4/10/2025 by MarketBeat.com Staff
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