Mcdonald Partners LLC Arrow Mark Financial Corp. Transaction History

Mcdonald Partners LLC

$366 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 23, 2021	BUY	$19.52 - $22.2 $29,280 - $33,300	1,500 Added 3.66%	42,500 $935,000
Q1 2021 Apr 15, 2021	BUY	$19.22 - $21.0 $788,020 - $861,000	41,000 New	41,000 $811,000

Others Institutions Holding BANX

# of Institutions

31

Shares Held

1.32M

Call Options Held

10.8K

Put Options Held

0

Greenwich Investment Management, Inc. Stamford, CT

299K
Shares

$6.08 Million
5.21% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

244K
Shares

$4.96 Million
0.01% of portfolio
Arrow Mark Colorado Holdings LLC Denver, CO

241K
Shares

$4.89 Million
0.06% of portfolio
Stifel Financial Corp St. Louis, MO

187K
Shares

$3.79 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

81.1K
Shares

$1.65 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...

More about BANX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mcdonald Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mcdonald Partners LLC with notifications on news.