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ArrowMark Financial (BANX) Institutional Ownership

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$20.77 +0.37 (+1.81%)
(As of 11/20/2024 ET)

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
10/18/2024Capital Investment Advisors LLC35,746$740K0.0%+4.4%0.498%
7/16/2024 Falcon Wealth Planning14,308$264K0.0%N/A0.199%
7/12/2024Capital 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%
1/5/2024Capital 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%
11/13/2023 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%
10/16/2023Capital 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%
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%
7/11/2023Capital Investment Advisors LLC24,750$412K0.0%+30.3%0.348%
5/11/2023 Heron Bay Capital Management45,742$823K0.3%N/A0.644%
5/11/2023Tucker 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%
4/10/2023Capital 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%
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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%
1/5/2023Capital 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%
10/5/2022Capital 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%
5/6/2022Cadent 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%
1/24/2022Cadent 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%
10/25/2021Cadent 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%
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%
8/1/2021Cadent Capital Advisors LLC21,372$470K0.2%+7.9%0.325%
7/31/2021 Arkadios Wealth Advisors1,250$27K0.0%N/A0.019%
5/18/2021 Punch & 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%
This Bull Market Indicator called NVDA at $116 (Ad)

Every now and again we find an investment idea so incredible we can’t help but share. And today is one of those rare days… Except, today we won't be giving you insight on any one particular stock… But rather, insight on a revolutionary new stock picking indicator… In fact, within the last year, this indicator has become famous for a multitude of reasons… But one of the biggest was because of the buy signal it issued on October 18th, 2022. In fact, on that very day, it said to buy NVDA at $116.37… Anyone who did would be sitting on a tremendously large return today… But even if you missed the original buy signal from October, this incredible indicator issued 11 other buy signals while Nvidia made its epic run…

All you have to do is follow this link here
5/12/2021 UBS Group AG2,493$49K0.0%+121.8%0.038%
5/11/2021 Acadian Asset Management LLC24,656$489K0.0%-29.1%0.376%
5/11/2021 Hilton Capital Management LLC52,255$1.03M0.1%-76.0%0.796%
5/4/2021 Ieq Capital LLC10,300$204K0.0%-4.6%0.157%
4/15/2021 Mcdonald Partners LLC41,000$811K0.2%N/A0.625%
3/2/2021Capital Asset Advisory Services LLC6,135$121K0.0%N/A0.093%
2/18/2021 Truist Financial Corp55,070$1.06M0.0%-3.1%0.839%
2/17/2021 United Capital Financial Advisers LLC93,250$1.80M0.0%-14.6%1.421%
2/16/2021 LMR Partners LLP11,376$219K0.0%-12.5%0.173%
2/16/2021 Punch & 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.



This page (NASDAQ:BANX) was last updated on 11/21/2024 by MarketBeat.com Staff
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