Institutional shares held 1.77 Million
11.3K calls
0 puts
Total value of holdings $32M
$204K calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 28


Latest Institutional Activity in BANX

Top Purchases

Q1 2024
Oppenheimer & CO Inc Shares Held: 17.9K ($325K)
Q1 2024
Advisor Group Holdings, Inc. Shares Held: 279K ($5.07M)
Q1 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 229K ($4.16M)
Q1 2024
Citadel Advisors LLC Shares Held: 18K ($327K)
Q1 2024
Greenwich Investment Management, Inc. Shares Held: 318K ($5.78M)

Top Sells

Q1 2024
Punch & Associates Investment Management, Inc. Shares Held: 54K ($980K)
Q1 2024
Oxbow Advisors, LLC Shares Held: 11.2K ($204K)
Q1 2024
Bard Associates Inc Shares Held: 42.6K ($773K)
Q1 2024
Beacon Pointe Advisors, LLC Shares Held: 59.6K ($1.08M)
Q1 2024
Cambridge Investment Research Advisors, Inc. Shares Held: 19.9K ($361K)

About BANX

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 income portion, the fund invests in subordinated debt securities which are rated BBB- or better by Kroll Ratings. The fund employs fundamental analysis with bottom-up security picking approach by focusing on factors such as review of historical and prospective financial information, interviews with management and key employees of the prospective bank, financial models and projections, changes in interest rates, changes in unemployment rates, changes in home prices, changes in economic activity to create its portfolio. It employs proprietary research to create its portfolio. StoneCastle Financial Corp. was formed on February 7, 2013 and is domiciled in the United States.


Insider Transactions at BANX

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
17.3K Shares
From 7 Insiders
Open market or private purchase 17.3K shares
Sell / Disposition
0 Shares
From 0 Insiders

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