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Southern California Bancorp (BCAL) Institutional Ownership

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$14.98 -0.22 (-1.45%)
As of 02:43 PM Eastern
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Institutional Ownership Changes (13F Filings) for Southern California Bancorp (NASDAQ:BCAL)

Current
Institutional Ownership
Percentage
55.40%
Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$61.62M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$6.36M
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BCAL Institutional Buying and Selling by Quarter

Southern California Bancorp Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 SG Americas Securities LLC10,163$168K0.0%+22.0%0.032%
1/16/2025 Aspiriant LLC13,912$230K0.0%N/A0.043%
1/15/2025 Hennessy Advisors Inc.180,000$2.98M0.1%-5.3%0.560%
12/26/2024JPMorgan Chase & Co.26,508$392K0.0%+417.3%0.082%
11/25/2024Destination Wealth Management36,566$541K0.0%N/A0.114%
11/19/2024Barclays PLC36,756$544K0.0%+177.3%0.114%
11/16/2024Geode Capital Management LLC542,147$8.02M0.0%+105.9%2.923%
11/15/2024Barclays PLC36,756$544K0.0%+177.3%0.198%
11/15/2024Jane Street Group LLC13,659$202K0.0%N/A0.074%
11/15/2024State Street Corp305,234$4.51M0.0%+113.7%1.645%
11/15/2024Janus Henderson Group PLC15,921$235K0.0%N/A0.086%
11/15/2024Banc Funds Co. LLC1,412,186$20.89M2.3%+288.1%7.613%
11/14/2024Fourthstone LLC2,696,523$39.88M8.9%+52.3%14.537%
11/14/2024MetLife Investment Management LLC14,719$218K0.0%+348.8%0.079%
11/13/2024Petiole USA ltd195,604$2.89M1.9%+130.1%1.054%
11/13/2024The Manufacturers Life Insurance Company785,115$11.61M0.0%+193.1%4.232%
11/13/2024Bedell Frazier Investment Counselling LLC93,399$1.38M0.3%N/A0.503%
11/13/2024Concentric Wealth Management LLC24,443$362K0.1%N/A0.132%
11/12/2024Cerity Partners LLC36,950$546K0.0%N/A0.199%
11/12/2024Charles Schwab Investment Management Inc.66,012$976K0.0%+99.0%0.356%
11/9/2024Creekside Partners12,839$190K0.1%N/A0.069%
11/7/2024MAI Capital Management54,179$801K0.0%N/A0.292%
11/6/2024Empowered Funds LLC10,810$160K0.0%N/A0.058%
11/6/2024Curi RMB Capital LLC393,456$5.82M0.1%+500.9%2.121%
11/4/2024Baker Avenue Asset Management LP71,152$1.05M0.0%N/A0.384%
10/15/2024Keystone Wealth Services LLC41,737$617K0.2%N/A0.225%
10/3/2024 SG Americas Securities LLC8,330$123K0.0%N/A0.045%
8/30/2024Mendon Capital Advisors Corp4,860$65K0.1%-77.3%0.026%
8/16/2024Pacific Ridge Capital Partners LLC26,629$359K0.1%N/A0.144%
8/15/2024The Manufacturers Life Insurance Company267,898$3.61M0.0%+2.4%1.445%
8/15/2024Endeavour Capital Advisors Inc.1,131,513$15.24M5.3%+0.8%6.103%
8/15/2024ELCO Management Co. LLC26,748$360K0.2%+25.2%0.144%
8/1/2024Rhumbline Advisers12,292$166K0.0%N/A0.066%
7/26/2024Bank of New York Mellon Corp34,205$461K0.0%N/A0.184%
7/23/2024 Hennessy Advisors Inc.124,000$1.67M0.1%+8.8%0.669%
5/16/2024EJF Capital LLC63,179$942K0.7%-39.4%0.341%
5/10/2024Vanguard Group Inc.427,783$6.38M0.0%-40.9%2.309%
4/26/2024Mesirow Financial Investment Management Inc.10,668$159K0.0%N/A0.058%
4/16/2024 Hennessy Advisors Inc.114,000$1.70M0.1%N/A0.619%
3/6/2024SageView Advisory Group LLC39,050$650K0.0%-3.3%0.213%
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2/23/2024Mendon Capital Advisors Corp21,602$375K0.2%N/A0.118%
2/15/2024BHZ Capital Management LP161,367$2.80M1.5%-12.7%0.881%
2/13/2024Banc Funds Co. LLC317,581$5.51M0.5%-8.2%1.734%
2/9/2024SageView Advisory Group LLC39,050$650K0.0%-3.3%0.213%
11/15/2023EJF Capital LLC107,948$1.51M0.7%-5.0%0.590%
10/25/2023Eclectic Associates Inc. ADV72,441$1.02M0.5%N/A0.396%
10/11/2023Navalign LLC22,800$319K0.1%N/A0.125%
8/11/2023SageView Advisory Group LLC40,390$554K0.0%N/A0.221%
8/11/2023FJ Capital Management LLC559,323$7.67M1.0%N/A3.056%
8/11/2023Banc Funds Co. LLC419,996$5.76M0.7%N/A2.295%
8/11/2023The Manufacturers Life Insurance Company264,614$3.63M0.0%N/A1.446%
8/11/2023BHZ Capital Management LP321,173$4.41M3.1%N/A1.755%
8/10/2023Siena Capital Partners GP LLC208,556$2.86M1.0%N/A1.140%
8/7/2023Woodward Diversified Capital LLC13,500$185K0.1%N/A0.074%
8/7/2023Lincoln National Corp40,960$562K0.0%N/A0.224%
8/2/2023Vance Wealth Inc.40,982$562K0.3%N/A0.224%
8/2/2023Fourthstone LLC1,746,995$23.97M6.4%N/A9.546%
(Data available from 1/1/2016 forward)

BCAL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BCAL shares?

During the previous two years, 43 institutional investors and hedge funds held shares of Southern California Bancorp. The most heavily invested institutionals were Fourthstone LLC ($39.88M), Banc Funds Co. LLC ($20.89M), Endeavour Capital Advisors Inc. ($15.24M), The Manufacturers Life Insurance Company ($11.61M), Geode Capital Management LLC ($8.02M), FJ Capital Management LLC ($7.67M), and Vanguard Group Inc. ($6.38M).Learn more on BCAL's institutional investors.

What percentage of Southern California Bancorp stock is owned by institutional investors?

55.40% of Southern California Bancorp stock is owned by institutional investors. Learn more on BCAL's institutional investor holdings.

Which institutional investors have been buying Southern California Bancorp stock?

Of the 41 institutional investors that purchased Southern California Bancorp stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fourthstone LLC ($2.67M), Banc Funds Co. LLC ($1.47M), The Manufacturers Life Insurance Company ($788.10K), FJ Capital Management LLC ($559.32K), Curi RMB Capital LLC ($327.98K), BHZ Capital Management LP ($321.17K), and Geode Capital Management LLC ($278.87K).

How much institutional buying is happening at Southern California Bancorp?

Institutional investors have bought a total of 7,920,934 shares in the last 24 months. This purchase volume represents approximately $113.13M in transactions.

Which Southern California Bancorp major shareholders have been selling company stock?

The following institutional investors have sold Southern California Bancorp stock in the last 24 months: Vanguard Group Inc. ($295.91K), EJF Capital LLC ($46.84K), Banc Funds Co. LLC ($28.42K), BHZ Capital Management LP ($23.38K), Mendon Capital Advisors Corp ($16.51K), Hennessy Advisors Inc. ($10K), and SageView Advisory Group LLC ($2.68K).

How much institutional selling is happening at Southern California Bancorp?

Institutional investors have sold a total of 423,735 shares in the last 24 months. This volume of shares sold represents approximately $6.44M in transactions.



This page (NASDAQ:BCAL) was last updated on 1/22/2025 by MarketBeat.com Staff
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