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ArrowMark Financial (BANX) Institutional Ownership

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$21.32 +0.11 (+0.50%)
As of 09:37 AM 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)
6
Total
Institutional Outflows
(last 12 months)
$2.45M
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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
2/18/2025 Principal Street Partners LLC12,455$261K0.1%N/A0.173%
2/17/2025 Millennium Management LLC10,542$220K0.0%N/A0.147%
2/14/2025 Stifel Financial Corp167,707$3.52M0.0%+4.2%2.336%
2/13/2025 Raymond James Financial Inc.188,570$3.96M0.0%N/A2.626%
2/12/2025 Everstar Asset Management LLC23,198$487K0.3%+6.0%0.323%
2/6/2025 Raymond James Financial Inc.188,570$3.96M0.0%N/A2.628%
2/5/2025 Noble Wealth Management PBC16,599$348K0.2%N/A0.231%
2/5/2025 Oppenheimer & Co. Inc.23,929$502K0.0%+7.4%0.333%
1/24/2025 Round Rock Advisors LLC42,700$896K0.2%N/A0.595%
1/22/2025 Falcon Wealth Planning18,862$396K0.0%+15.3%0.263%
1/15/2025 Trust Co. of Vermont2,750$58K0.0%N/A0.038%
1/13/2025 Capital Investment Advisors LLC30,746$645K0.0%-14.0%0.428%
11/15/2024 Stifel Financial Corp161,024$3.33M0.0%-13.8%2.243%
11/15/2024 ArrowMark Colorado Holdings LLC196,145$4.09M0.1%-18.6%2.732%
11/6/2024 Bard Associates Inc.41,810$865K0.3%-1.9%0.583%
11/6/2024 Oppenheimer & Co. Inc.22,274$461K0.0%+15.0%0.310%
10/30/2024 Catalina Capital Group LLC10,310$213K0.1%N/A0.144%
10/30/2024 Falcon Wealth Planning16,362$339K0.0%+14.4%0.228%
10/24/2024 Pathway Financial Advisers LLC15,518$321K0.0%+1,969.1%0.216%
10/18/2024 Capital Investment Advisors LLC35,746$740K0.0%+4.4%0.498%
7/16/2024 Falcon Wealth Planning14,308$264K0.0%N/A0.199%
7/12/2024 Capital Investment Advisors LLC34,250$631K0.0%+3.0%0.477%
5/7/2024 Oppenheimer & Co. Inc.17,902$340K0.0%N/A0.252%
5/6/2024 Oxbow 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%
3/22/2024 PNC 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%
2/9/2024 PNC Financial Services Group Inc.26,000$472K0.0%-60.6%0.366%
2/8/2024 Oxbow Advisors LLC18,968$344K0.1%-6.2%0.267%
2/8/2024 Beacon 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%
1/5/2024 Capital 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%
11/13/2023 Stifel Financial Corp219,140$3.83M0.0%-7.5%3.082%
10/26/2023 Punch & 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%
10/24/2023 Cambridge Investment Research Advisors Inc.20,930$366K0.0%+13.4%0.294%
10/16/2023 Capital Investment Advisors LLC31,000$542K0.0%+25.3%0.436%
8/14/2023 ArrowMark Colorado Holdings LLC508,443$8.51M0.1%+0.5%7.151%
8/10/2023 Osaic Holdings Inc.262,863$4.38M0.0%+1.1%3.697%
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8/4/2023 Oxbow Advisors LLC83,376$1.39M0.2%-31.7%1.173%
8/3/2023 CWM LLC1,500$25K0.0%N/A0.021%
8/3/2023 Oppenheimer & 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%
7/11/2023 Capital Investment Advisors LLC24,750$412K0.0%+30.3%0.348%
5/11/2023 Heron Bay Capital Management45,742$823K0.3%N/A0.644%
5/11/2023 Tucker Asset Management LLC3,735$67K0.0%N/A0.053%
4/26/2023 Oxbow 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%
4/10/2023 Capital Investment Advisors LLC19,000$342K0.0%+13.4%0.268%
2/10/2023 Advisor 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%
2/8/2023 Cambridge Investment Research Advisors Inc.18,026$307K0.0%+13.9%0.254%
2/1/2023 Oxbow Advisors LLC126,908$2.16M0.4%+232.4%1.787%
1/5/2023 Capital Investment Advisors LLC16,750$285K0.0%+15.1%0.236%
11/14/2022 United Capital Financial Advisers LLC38,500$665K0.0%-20.6%0.542%
11/9/2022 Magnus Financial Group LLC10,110$175K0.0%N/A0.142%
11/3/2022 Oxbow 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%
10/13/2022 Newbridge Financial Services Group Inc.4,300$74K0.0%N/A0.061%
10/5/2022 Capital Investment Advisors LLC14,550$251K0.0%N/A0.205%
8/11/2022 Bard Associates Inc.41,315$793K0.3%+4.0%0.582%
7/13/2022 Cambridge Investment Research Advisors Inc.16,309$313K0.0%+8.8%0.230%
5/20/2022 Van 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%
5/11/2022 Bard 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%
5/9/2022 Oxbow Advisors LLC25,777$554K0.1%+16.0%0.392%
5/6/2022 Cadent Capital Advisors LLC20,123$433K0.2%-6.2%0.306%
5/4/2022 Advisor Group Holdings Inc.237,777$5.11M0.0%+4.0%3.619%
4/28/2022 Belpointe Asset Management LLC9,626$207K0.0%-17.2%0.146%
2/14/2022Greenwich Investment Management Inc.278,129$6.11M4.2%N/A4.232%
2/10/2022 Acadian Asset Management LLC4,002$87K0.0%-45.8%0.061%
2/9/2022 UMB 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%
2/4/2022 Van Hulzen Asset Management LLC13,100$288K0.0%-20.6%0.199%
2/3/2022 Advisor Group Holdings Inc.228,706$5.03M0.0%+0.5%3.480%
1/24/2022 Cadent Capital Advisors LLC21,443$471K0.2%-10.3%0.326%
11/17/2021 ArrowMark Colorado Holdings LLC503,402$11.10M0.1%+4,407.5%7.660%
11/16/2021 United Capital Financial Advisers LLC50,500$1.11M0.0%-15.1%0.768%
11/5/2021 Advisor Group Holdings Inc.227,526$5.02M0.0%-2.3%3.462%
11/2/2021Raymond James & Associates25,613$565K0.0%-17.8%0.390%
10/25/2021 Cadent Capital Advisors LLC23,893$527K0.2%+11.8%0.364%
10/22/2021 Lineweaver Wealth Advisors LLC17,862$393K0.1%+6.4%0.272%
9/10/2021 Punch & Associates Investment Management Inc.514,629$11.33M0.6%-10.3%7.831%
8/25/2021 Marshall Wace LLP14,336$315K0.0%N/A0.218%
8/16/2021 Punch & Associates Investment Management Inc.610,629$13.44M0.7%+6.4%9.291%
8/16/2021 Marshall Wace LLP14,336$315K0.0%N/A0.218%
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8/13/2021 United Capital Financial Advisers LLC59,500$1.31M0.0%-10.7%0.905%
8/13/2021 Stifel Financial Corp168,043$3.70M0.0%+6.8%2.557%
8/12/2021 Bard Associates Inc.29,430$648K0.2%+54.4%0.448%
8/9/2021 Belpointe Asset Management LLC7,120$156K0.0%N/A0.108%
8/6/2021 Magnus Financial Group LLC9,298$205K0.0%N/A0.141%
8/4/2021 Oxbow Advisors LLC22,641$498K0.1%N/A0.345%
8/3/2021 Oppenheimer & Co. Inc.9,792$216K0.0%N/A0.149%
8/2/2021 Advisor Group Holdings Inc.232,970$5.13M0.0%+39.1%3.545%
8/1/2021 Cadent Capital Advisors LLC21,372$470K0.2%+7.9%0.325%
7/31/2021 Arkadios 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 3/11/2025 by MarketBeat.com Staff
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