Perigon Wealth Management, LLC Arrow Mark Financial Corp. Transaction History

Perigon Wealth Management, LLC

$3.42 Billion
Q2 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 17, 2021	SELL	$19.22 - $21.0 $21,142 - $23,100	-1,100 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$18.15 - $21.16 $19,965 - $23,276	1,100 New	1,100 $21,000
Q2 2018 Aug 07, 2018	SELL	$21.26 - $23.15 $36,716 - $39,980	-1,727 Closed	0 $0
Q3 2017 Dec 05, 2017	BUY	$20.01 - $20.72 $34,557 - $35,783	1,727	1,727 $36,000

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

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