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SB Financial Group (SBFG) Institutional Ownership

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$20.99 +0.40 (+1.94%)
(As of 11/20/2024 ET)

Institutional Ownership Changes (13F Filings) for SB Financial Group (NASDAQ:SBFG)

Current
Institutional Ownership
Percentage
66.67%
Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$486.48K
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$219.68K
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SBFG Institutional Buying and Selling by Quarter

SB Financial Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/19/2024 Barclays PLC1,271$26K0.0%+325.1%0.019%
11/16/2024 Geode Capital Management LLC71,076$1.46M0.0%+3.5%1.069%
11/15/2024 Barclays PLC1,271$26K0.0%+325.1%0.019%
11/13/2024 The Manufacturers Life Insurance Company 483,868$9.95M0.0%-0.2%7.276%
11/6/2024 Empowered Funds LLC37,762$776K0.0%+5.2%0.561%
8/1/2024 Princeton Capital Management LLC10,408$146K0.0%N/A0.154%
5/15/2024 Gendell Jeffrey L48,823$673K0.0%+7.3%0.722%
5/7/2024 Empowered Funds LLC33,366$460K0.0%+7.9%0.491%
2/15/2024 Gendell Jeffrey L45,488$698K0.0%+23.5%0.669%
2/15/2024BHZ Capital Management LP16,289$250K0.1%-14.6%0.240%
2/14/2024 Pinnacle Holdings LLC158,433$2.46M1.0%-3.4%2.330%
1/16/2024 SJS Investment Consulting Inc.3,793$58K0.0%-56.9%0.056%
11/13/2023 Gendell Jeffrey L36,834$497K0.0%+13.0%0.538%
11/6/2023 PL Capital Advisors LLC28,159$380K0.2%+4.2%0.411%
8/11/2023 Cutler Capital Management LLC312,330$3.94M2.3%-21.2%4.513%
8/11/2023BHZ Capital Management LP28,052$354K0.2%-33.0%0.405%
8/10/2023 PL Capital Advisors LLC27,036$341K0.1%+7.8%0.391%
7/27/2023EA Series Trust26,016$329K0.0%N/A0.376%
5/12/2023 Pinnacle Holdings LLC169,408$2.39M1.1%+3.9%2.420%
5/12/2023 Cutler Capital Management LLC396,298$5.60M2.5%-0.2%5.661%
5/2/2023 PL Capital Advisors LLC25,075$354K0.1%N/A0.358%
2/22/2023 Front Street Capital Management Inc.16,205$272K0.1%-26.1%0.232%
2/15/2023 Front Street Capital Management Inc.16,205$5.87M1.5%-26.1%0.232%
2/13/2023BHZ Capital Management LP42,843$726K0.3%-4.2%0.612%
2/9/2023 Huntington National Bank7,977$135K0.0%-48.0%0.114%
1/31/2023 Strategic Value Bank Partners LLC328,604$5.57M3.4%+5.6%4.694%
1/23/2023 SJS Investment Consulting Inc.8,793$147K0.0%-16.6%0.126%
11/9/2022 Front Street Capital Management Inc.21,916$369K0.1%N/A0.312%
11/7/2022 Huntington National Bank15,327$258K0.0%+108.5%0.218%
10/13/2022 SJS Investment Consulting Inc.10,546$178K0.1%N/A0.150%
8/11/2022 Strategic Value Bank Partners LLC310,862$5.37M4.2%+1.5%4.422%
5/12/2022 FJ Capital Management LLC164,002$3.27M0.3%N/A2.274%
5/12/2022 Petiole USA ltd265,710$5.29M4.1%+5.0%3.684%
5/11/2022 Cutler Capital Management LLC397,988$7.92M2.8%+5.3%5.518%
5/11/2022BHZ Capital Management LP48,249$961K0.3%+5.0%0.669%
5/9/2022 Strategic Value Bank Partners LLC306,224$6.10M4.2%+97.8%4.246%
5/3/2022 Venture Visionary Partners LLC23,047$458K0.0%+5.2%0.320%
5/3/2022 Cutter & CO Brokerage Inc.11,970$238K0.1%+5.0%0.166%
2/14/2022 Alliancebernstein L.P.456,468$8.98M0.0%+6.9%6.250%
2/11/2022 Petiole USA ltd253,058$4.98M3.6%N/A3.465%
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2/9/2022 Dimensional Fund Advisors LP139,611$2.72M0.0%-1.1%1.911%
2/9/2022 Cutler Capital Management LLC377,790$7.43M2.7%+1.2%5.172%
2/8/2022 Strategic Value Bank Partners LLC154,806$3.05M2.8%N/A2.119%
2/7/2022BHZ Capital Management LP45,952$904K0.3%-5.1%0.629%
11/15/2021 Dimensional Fund Advisors LP141,175$2.56M0.0%+3.5%2.030%
11/12/2021 Renaissance Technologies LLC19,727$359K0.0%-45.5%0.284%
11/12/2021 The Manufacturers Life Insurance Company458,008$8.33M0.0%+0.8%6.510%
11/10/2021 O Shaughnessy Asset Management LLC2,875$52K0.0%+61.4%0.041%
11/10/2021 Alliancebernstein L.P.427,071$7.77M0.0%+3.9%6.071%
11/9/2021BlackRock Inc.19,048$346K0.0%-13.6%0.271%
11/4/2021BHZ Capital Management LP48,433$881K0.3%+10.8%0.689%
9/10/2021 Punch & Associates Investment Management Inc.315,662$5.84M0.3%-3.7%4.487%
8/17/2021 Millennium Management LLC102,534$1.90M0.0%N/A1.457%
8/16/2021 Invenomic Capital Management LP4,421$82K0.0%N/A0.063%
8/16/2021 Punch & Associates Investment Management Inc.480,662$8.89M0.4%+46.6%6.832%
8/13/2021 EJF Capital LLC455,767$8.43M0.8%-8.8%6.479%
8/13/2021 Renaissance Technologies LLC36,200$670K0.0%+48.4%0.515%
8/13/2021 Northern Trust Corp13,021$241K0.0%-80.5%0.185%
8/13/2021 Geode Capital Management LLC47,168$872K0.0%-48.9%0.670%
8/13/2021 Vanguard Group Inc.245,602$4.54M0.0%-8.1%3.491%
8/12/2021 Dimensional Fund Advisors LP136,339$2.52M0.0%+5.1%1.938%
8/12/2021 The Manufacturers Life Insurance Company454,511$8.41M0.0%+1.7%6.461%
8/12/2021Ergoteles LLC20,700$383K0.0%N/A0.294%
8/11/2021Susquehanna Fundamental Investments LLC28,700$531K0.0%N/A0.397%
8/10/2021BHZ Capital Management LP43,706$809K0.3%-14.3%0.604%
8/9/2021 O Shaughnessy Asset Management LLC1,781$33K0.0%N/A0.025%
8/5/2021 Venture Visionary Partners LLC21,913$405K0.0%-9.1%0.303%
8/4/2021 Cutler Capital Management LLC356,284$6.59M2.5%+19.2%4.928%
7/30/2021 Alliancebernstein L.P.411,169$7.61M0.0%+2.6%5.686%
5/18/2021 Punch & Associates Investment Management Inc.327,933$5.99M0.4%+17.5%4.535%
5/18/2021 EJF Capital LLC500,000$9.13M0.7%-8.7%6.915%
5/17/2021 Nuveen Asset Management LLC11,319$207K0.0%-49.8%0.157%
5/17/2021 Goldman Sachs Group Inc.20,629$377K0.0%N/A0.285%
5/14/2021 Dimensional Fund Advisors LP129,668$2.37M0.0%+13.4%1.793%
5/13/2021 Barclays PLC5,679$104K0.0%+152.7%0.079%
5/13/2021 Renaissance Technologies LLC24,400$446K0.0%N/A0.337%
5/12/2021 Northern Trust Corp66,662$1.22M0.0%-7.6%0.922%
5/12/2021 Geode Capital Management LLC92,309$1.69M0.0%+2.8%1.277%
5/12/2021 UBS Group AG2,809$51K0.0%+49.5%0.038%
5/10/2021BHZ Capital Management LP50,995$931K0.3%-14.5%0.690%
5/7/2021BlackRock Inc.380,881$6.96M0.0%+9.7%5.154%
5/7/2021 BNP Paribas Arbitrage SA3,544$65K0.0%+88.1%0.048%
5/6/2021 Alliancebernstein L.P.400,586$7.32M0.0%-2.8%5.421%
5/3/2021 The Manufacturers Life Insurance Company446,881$8.16M0.0%+0.2%6.047%
4/27/2021 Venture Visionary Partners LLC24,113$440K0.0%N/A0.326%
4/22/2021 Cutler Capital Management LLC299,004$5.46M2.2%+0.3%4.046%
2/19/2021 JPMorgan Chase & Co.21,377$390K0.0%+185.9%0.283%
2/16/2021 Punch & Associates Investment Management Inc.279,050$5.10M0.4%-1.2%3.697%
2/16/2021 Nuveen Asset Management LLC22,565$413K0.0%+99.4%0.299%
2/16/2021 Charles Schwab Investment Management Inc.16,386$300K0.0%-7.6%0.217%
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2/11/2021 Northern Trust Corp72,107$1.32M0.0%-5.2%0.955%
2/11/2021 Barclays PLC2,247$41K0.0%-30.2%0.030%
2/10/2021BHZ Capital Management LP59,635$1.09M0.4%-13.3%0.790%
2/9/2021 Wells Fargo & Company MN27,204$497K0.0%+8.3%0.360%
2/9/2021 Bank of New York Mellon Corp25,998$475K0.0%-2.9%0.344%
2/5/2021BlackRock Inc.347,304$6.35M0.0%+15.7%4.602%
1/28/2021 Cutler Capital Management LLC298,206$5.45M2.4%-1.9%3.951%
1/15/2021Endurance Wealth Management Inc.2,458$45K0.0%-38.3%0.033%
11/16/2020 Punch & Associates Investment Management Inc.282,343$3.81M0.3%+8.1%3.741%
11/13/2020 Morgan Stanley9,362$126K0.0%-13.4%0.124%
(Data available from 1/1/2016 forward)

SBFG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SBFG shares?

During the previous two years, 15 institutional investors and hedge funds held shares of SB Financial Group. The most heavily invested institutionals were The Manufacturers Life Insurance Company ($9.95M), Strategic Value Bank Partners LLC ($5.57M), Cutler Capital Management LLC ($3.94M), Pinnacle Holdings LLC ($2.46M), Geode Capital Management LLC ($1.46M), Empowered Funds LLC ($776K), and Gendell Jeffrey L ($673K).Learn more on SBFG's institutional investors.

What percentage of SB Financial Group stock is owned by institutional investors?

66.67% of SB Financial Group stock is owned by institutional investors. Learn more on SBFG's institutional investor holdings.

Which institutional investors have been buying SB Financial Group stock?

Of the 9 institutional investors that purchased SB Financial Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: PL Capital Advisors LLC ($28.16K), EA Series Trust ($26.02K), Strategic Value Bank Partners LLC ($17.57K), Gendell Jeffrey L ($16.23K), Princeton Capital Management LLC ($10.41K), Pinnacle Holdings LLC ($6.35K), and Empowered Funds LLC ($4.33K).

How much institutional buying is happening at SB Financial Group?

Institutional investors have bought a total of 113,415 shares in the last 24 months. This purchase volume represents approximately $1.65M in transactions.

Which SB Financial Group major shareholders have been selling company stock?

The following institutional investors have sold SB Financial Group stock in the last 24 months: Cutler Capital Management LLC ($84.91K), BHZ Capital Management LP ($18.46K), Front Street Capital Management Inc. ($11.42K), Huntington National Bank ($7.35K), SJS Investment Consulting Inc. ($6.75K), Pinnacle Holdings LLC ($5.50K), and The Manufacturers Life Insurance Company ($770.00).

How much institutional selling is happening at SB Financial Group?

Institutional investors have sold a total of 135,157 shares in the last 24 months. This volume of shares sold represents approximately $1.85M in transactions.



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