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ArrowMark Financial (BANX) Institutional Ownership

ArrowMark Financial logo
$20.84 -0.33 (-1.56%)
(As of 05:26 PM ET)
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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)
6
Total
Institutional Inflows
(last 12 months)
$1.73M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$3.26M
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BANX Institutional Buying and Selling by Quarter

ArrowMark Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
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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%
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%
5/18/2021Punch & Associates Investment Management Inc.573,736$11.35M0.7%+2.1%8.730%
5/12/2021Cadent Capital Advisors LLC19,808$392K0.2%+46.9%0.302%
Last time you’ll see this priced at $1.00 (Ad)

When was the last time you bought something for a buck? I don’t even think you can buy anything at McDonalds for a dollar anymore!

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5/12/2021UBS Group AG2,493$49K0.0%+121.8%0.038%
5/11/2021Acadian Asset Management LLC24,656$489K0.0%-29.1%0.376%
5/11/2021Hilton Capital Management LLC52,255$1.03M0.1%-76.0%0.796%
5/4/2021Ieq Capital LLC10,300$204K0.0%-4.6%0.157%
4/15/2021Mcdonald Partners LLC41,000$811K0.2%N/A0.625%
3/2/2021Capital Asset Advisory Services LLC6,135$121K0.0%N/A0.093%
2/18/2021Truist Financial Corp55,070$1.06M0.0%-3.1%0.839%
2/17/2021United Capital Financial Advisers LLC93,250$1.80M0.0%-14.6%1.421%
2/16/2021LMR Partners LLP11,376$219K0.0%-12.5%0.173%
2/16/2021Punch & Associates Investment Management Inc.562,198$10.82M0.8%+4.9%8.567%
(Data available from 1/1/2016 forward)

BANX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BANX shares?

During the previous two years, 21 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), Advisor Group Holdings Inc. ($4.24M), ArrowMark Colorado Holdings LLC ($4.09M), Stifel Financial Corp ($3.33M), 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 15 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: Oxbow Advisors LLC ($88.73K), Raymond James Financial Services Advisors Inc. ($85.83K), Heron Bay Capital Management ($45.74K), Oppenheimer & Co. Inc. ($32.61K), Capital Investment Advisors LLC ($20.20K), Falcon Wealth Planning ($16.36K), and Pathway Financial Advisers LLC ($14.77K).

How much institutional buying is happening at ArrowMark Financial?

Institutional investors have bought a total of 353,856 shares in the last 24 months. This purchase volume represents approximately $6.30M in transactions.

Which ArrowMark Financial major shareholders have been selling company stock?

The following institutional investors have sold ArrowMark Financial stock in the last 24 months: 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), Raymond James & Associates ($4.05K), and Beacon Pointe Advisors LLC ($2.64K).

How much institutional selling is happening at ArrowMark Financial?

Institutional investors have sold a total of 240,943 shares in the last 24 months. This volume of shares sold represents approximately $4.49M in transactions.


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This page (NASDAQ:BANX) was last updated on 12/30/2024 by MarketBeat.com Staff
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