Gradient Investments LLC Arrow Mark Financial Corp. Transaction History

Gradient Investments LLC

$3.78 Billion
Q4 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 10, 2020	SELL	$13.85 - $18.1 $13,850 - $18,100	-1,000 Closed	0 $0
Q1 2020 Apr 07, 2020	BUY	$10.11 - $22.68 $5,358 - $12,020	530 Added 112.77%	1,000 $16,000
Q4 2019 Jan 15, 2020	BUY	$22.02 - $23.45 $10,349 - $11,021	470 New	470 $10,000

Others Institutions Holding BANX

# of Institutions

33

Shares Held

1.23M

Call Options Held

3.8K

Put Options Held

6.8K

Greenwich Investment Management, Inc. Stamford, CT

299K
Shares

$6.34 Million
5.21% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

196K
Shares

$4.16 Million
0.01% of portfolio
Arrow Mark Colorado Holdings LLC Denver, CO

196K
Shares

$4.15 Million
0.06% of portfolio
Stifel Financial Corp St. Louis, MO

161K
Shares

$3.41 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

80.8K
Shares

$1.71 Million
0.0% of portfolio

About ArrowMark Financial Corp.

Ticker BANX
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Description
StoneCastle Financial Corp. is a closed ended balanced mutual fund launched and managed by StoneCastle Asset Management LLC. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across the banking sector. It invests in dividend paying growth and value stocks of companies. For its fixed incom...

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