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SB Financial Group (SBFG) Institutional Ownership

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$20.40 +0.11 (+0.54%)
As of 01/21/2025 04:00 PM Eastern

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

Current
Institutional Ownership
Percentage
66.67%
Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$894.56K
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$142.93K
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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
1/15/2025 Ritholtz Wealth Management19,516$408K0.0%N/A0.293%
11/19/2024Barclays PLC1,271$26K0.0%+325.1%0.019%
11/16/2024Geode Capital Management LLC71,076$1.46M0.0%+3.5%1.069%
11/15/2024Barclays PLC1,271$26K0.0%+325.1%0.019%
11/13/2024The Manufacturers Life Insurance Company483,868$9.95M0.0%-0.2%7.276%
11/6/2024Empowered Funds LLC37,762$776K0.0%+5.2%0.561%
8/1/2024Princeton Capital Management LLC10,408$146K0.0%N/A0.154%
5/15/2024Gendell Jeffrey L48,823$673K0.0%+7.3%0.722%
5/7/2024Empowered Funds LLC33,366$460K0.0%+7.9%0.491%
2/15/2024Gendell Jeffrey L45,488$698K0.0%+23.5%0.669%
2/15/2024BHZ Capital Management LP16,289$250K0.1%-14.6%0.240%
2/14/2024Pinnacle Holdings LLC158,433$2.46M1.0%-3.4%2.330%
1/16/2024SJS Investment Consulting Inc.3,793$58K0.0%-56.9%0.056%
11/13/2023Gendell Jeffrey L36,834$497K0.0%+13.0%0.538%
11/6/2023PL Capital Advisors LLC28,159$380K0.2%+4.2%0.411%
8/11/2023Cutler Capital Management LLC312,330$3.94M2.3%-21.2%4.513%
8/11/2023BHZ Capital Management LP28,052$354K0.2%-33.0%0.405%
8/10/2023PL Capital Advisors LLC27,036$341K0.1%+7.8%0.391%
7/27/2023EA Series Trust26,016$329K0.0%N/A0.376%
5/12/2023Pinnacle Holdings LLC169,408$2.39M1.1%+3.9%2.420%
5/12/2023Cutler Capital Management LLC396,298$5.60M2.5%-0.2%5.661%
5/2/2023PL Capital Advisors LLC25,075$354K0.1%N/A0.358%
2/22/2023Front Street Capital Management Inc.16,205$272K0.1%-26.1%0.232%
2/15/2023Front 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%
2/9/2023Huntington National Bank7,977$135K0.0%-48.0%0.114%
1/31/2023Strategic Value Bank Partners LLC328,604$5.57M3.4%+5.6%4.694%
1/23/2023SJS Investment Consulting Inc.8,793$147K0.0%-16.6%0.126%
11/9/2022Front Street Capital Management Inc.21,916$369K0.1%N/A0.312%
11/7/2022Huntington National Bank15,327$258K0.0%+108.5%0.218%
10/13/2022SJS Investment Consulting Inc.10,546$178K0.1%N/A0.150%
8/11/2022Strategic Value Bank Partners LLC310,862$5.37M4.2%+1.5%4.422%
5/12/2022FJ Capital Management LLC164,002$3.27M0.3%N/A2.274%
5/12/2022Petiole USA ltd265,710$5.29M4.1%+5.0%3.684%
5/11/2022Cutler Capital Management LLC397,988$7.92M2.8%+5.3%5.518%
5/11/2022BHZ Capital Management LP48,249$961K0.3%+5.0%0.669%
5/9/2022Strategic Value Bank Partners LLC306,224$6.10M4.2%+97.8%4.246%
5/3/2022Venture Visionary Partners LLC23,047$458K0.0%+5.2%0.320%
5/3/2022Cutter & CO Brokerage Inc.11,970$238K0.1%+5.0%0.166%
2/14/2022Alliancebernstein L.P.456,468$8.98M0.0%+6.9%6.250%
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2/11/2022Petiole USA ltd253,058$4.98M3.6%N/A3.465%
2/9/2022Dimensional Fund Advisors LP139,611$2.72M0.0%-1.1%1.911%
2/9/2022Cutler Capital Management LLC377,790$7.43M2.7%+1.2%5.172%
2/8/2022Strategic Value Bank Partners LLC154,806$3.05M2.8%N/A2.119%
2/7/2022BHZ Capital Management LP45,952$904K0.3%-5.1%0.629%
11/15/2021Dimensional Fund Advisors LP141,175$2.56M0.0%+3.5%2.030%
11/12/2021Renaissance Technologies LLC19,727$359K0.0%-45.5%0.284%
11/12/2021The Manufacturers Life Insurance Company458,008$8.33M0.0%+0.8%6.510%
11/10/2021O Shaughnessy Asset Management LLC2,875$52K0.0%+61.4%0.041%
11/10/2021Alliancebernstein 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%
9/10/2021Punch & Associates Investment Management Inc.315,662$5.84M0.3%-3.7%4.487%
8/17/2021Millennium Management LLC102,534$1.90M0.0%N/A1.457%
8/16/2021Invenomic Capital Management LP4,421$82K0.0%N/A0.063%
8/16/2021Punch & Associates Investment Management Inc.480,662$8.89M0.4%+46.6%6.832%
8/13/2021EJF Capital LLC455,767$8.43M0.8%-8.8%6.479%
8/13/2021Renaissance Technologies LLC36,200$670K0.0%+48.4%0.515%
8/13/2021Northern Trust Corp13,021$241K0.0%-80.5%0.185%
8/13/2021Geode Capital Management LLC47,168$872K0.0%-48.9%0.670%
8/13/2021Vanguard Group Inc.245,602$4.54M0.0%-8.1%3.491%
8/12/2021Dimensional Fund Advisors LP136,339$2.52M0.0%+5.1%1.938%
8/12/2021The 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%
8/9/2021O Shaughnessy Asset Management LLC1,781$33K0.0%N/A0.025%
8/5/2021Venture Visionary Partners LLC21,913$405K0.0%-9.1%0.303%
8/4/2021Cutler Capital Management LLC356,284$6.59M2.5%+19.2%4.928%
7/30/2021Alliancebernstein L.P.411,169$7.61M0.0%+2.6%5.686%
5/18/2021Punch & Associates Investment Management Inc.327,933$5.99M0.4%+17.5%4.535%
5/18/2021EJF Capital LLC500,000$9.13M0.7%-8.7%6.915%
5/17/2021Nuveen Asset Management LLC11,319$207K0.0%-49.8%0.157%
5/17/2021Goldman Sachs Group Inc.20,629$377K0.0%N/A0.285%
5/14/2021Dimensional Fund Advisors LP129,668$2.37M0.0%+13.4%1.793%
5/13/2021Barclays PLC5,679$104K0.0%+152.7%0.079%
5/13/2021Renaissance Technologies LLC24,400$446K0.0%N/A0.337%
5/12/2021Northern Trust Corp66,662$1.22M0.0%-7.6%0.922%
5/12/2021Geode Capital Management LLC92,309$1.69M0.0%+2.8%1.277%
5/12/2021UBS 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%
5/7/2021BNP Paribas Arbitrage SA3,544$65K0.0%+88.1%0.048%
5/6/2021Alliancebernstein L.P.400,586$7.32M0.0%-2.8%5.421%
5/3/2021The Manufacturers Life Insurance Company446,881$8.16M0.0%+0.2%6.047%
4/27/2021Venture Visionary Partners LLC24,113$440K0.0%N/A0.326%
4/22/2021Cutler Capital Management LLC299,004$5.46M2.2%+0.3%4.046%
2/19/2021JPMorgan Chase & Co.21,377$390K0.0%+185.9%0.283%
2/16/2021Punch & Associates Investment Management Inc.279,050$5.10M0.4%-1.2%3.697%
2/16/2021Nuveen Asset Management LLC22,565$413K0.0%+99.4%0.299%
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2/16/2021Charles Schwab Investment Management Inc.16,386$300K0.0%-7.6%0.217%
2/11/2021Northern Trust Corp72,107$1.32M0.0%-5.2%0.955%
2/11/2021Barclays PLC2,247$41K0.0%-30.2%0.030%
2/10/2021BHZ Capital Management LP59,635$1.09M0.4%-13.3%0.790%
2/9/2021Wells Fargo & Company MN27,204$497K0.0%+8.3%0.360%
2/9/2021Bank 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%
1/28/2021Cutler Capital Management LLC298,206$5.45M2.4%-1.9%3.951%
11/13/2020Morgan 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, 16 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 10 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), Ritholtz Wealth Management ($19.52K), Strategic Value Bank Partners LLC ($17.57K), Gendell Jeffrey L ($16.23K), Princeton Capital Management LLC ($10.41K), and Pinnacle Holdings LLC ($6.35K).

How much institutional buying is happening at SB Financial Group?

Institutional investors have bought a total of 132,931 shares in the last 24 months. This purchase volume represents approximately $2.06M 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 1/22/2025 by MarketBeat.com Staff
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