Latest Institutional Transactions on Arrow Mark Financial Corp. (BANX)
This table provides information on the latest institutional transactions involving Arrow Mark Financial Corp. (BANX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
750New |
$13.4K - $14.4K
|
750
$13.9K
|
|
|
May 15, 2024
Q1 2024
|
Greenwich Investment Management, Inc.
Stamford, CT |
BUY
|
- |
3.27K+ 1.04% |
$58.6K - $62.9K
|
318K
$5.89M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.48K+ 43.76% |
$98K - $105K
|
18K
$333K
|
|
|
May 15, 2024
Q1 2024
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
1.1K+ 0.25% |
$19.7K - $21.2K
|
447K
$8.26M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-141- 1.25% |
$2.52K - $2.71K
|
11.1K
$205K
|
|
|
May 15, 2024
Q1 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-19.9K- 26.93% |
$356K - $382K
|
54K
$999K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-900- 1.49% |
$16.1K - $17.3K
|
59.6K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-1.08K- 2.47% |
$19.3K - $20.8K
|
42.6K
$788K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.98K+ 1.53% |
$53.3K - $57.3K
|
197K
$3.65M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-120- 17.91% |
$2.15K - $2.31K
|
550
$10.2K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.08K+ 108300.0% |
$19.4K - $20.8K
|
1.08K
$20.1K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.1K+ 4.52% |
$216K - $232K
|
279K
$5.17M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
11.3KNew |
$202K - $217K
|
11.3K
$209K
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-7.75K- 40.85% |
$139K - $149K
|
11.2K
$208K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
17.9KNew |
$320K - $344K
|
17.9K
$331K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
631+ 5.51% |
$11.3K - $12.1K
|
12.1K
$223K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-574- 2.8% |
$10.3K - $11K
|
19.9K
$368K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.11K+ 3.2% |
$127K - $137K
|
229K
$4.24M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-300- 14.7% |
$5.37K - $5.77K
|
1.74K
$32.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1K+ 3.1% |
$17.9K - $19.2K
|
33.3K
$615K
|
|
| Q4 2023 | |||||||
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
552New |
$9.23K - $10.4K
|
552
$10.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
73.9KNew |
$1.24M - $1.39M
|
73.9K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
244+ 2.44% |
$4.08K - $4.59K
|
10.2K
$190K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
61New |
$1.02K - $1.15K
|
61
$1.13K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-40K- 60.61% |
$669K - $752K
|
26K
$481K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-22K- 47.31% |
$358K - $409K
|
24.5K
$453K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.6KNew |
$26K - $29.8K
|
1.6K
$29.6K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
450+ 10.51% |
$6.51K - $8.55K
|
4.73K
$87.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-493- 9.78% |
$7.13K - $9.37K
|
4.55K
$84.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
1.09K+ 7.71% |
$15.8K - $20.7K
|
15.2K
$282K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1.5KNew |
$21.7K - $28.5K
|
1.5K
$27.8K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-244- 2.53% |
$4K - $4.67K
|
9.38K
$174K
|
|
|
May 11, 2023
Q1 2023
|
Heron Bay Capital Management
|
BUY
|
- |
45.7KNew |
$749K - $875K
|
45.7K
$846K
|
|
|
May 11, 2023
Q1 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-6.33K- 84.5% |
$104K - $121K
|
1.16K
$21.5K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3.74KNew |
$61.2K - $71.5K
|
3.74K
$69.1K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.05K- 16.02% |
$66.3K - $77.5K
|
21.2K
$393K
|
|
| Q3 2022 | |||||||
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-750- 78.95% |
$13.2K - $15K
|
200
$3.7K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.3KNew |
$75.7K - $85.8K
|
4.3K
$79.6K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-844Closed |
$15.2K - $18.3K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-18KClosed |
$324K - $391K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-20.1KClosed |
$362K - $437K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-11.1KClosed |
$200K - $241K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-13.8KClosed |
$284K - $309K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1Closed |
$21.2 - $22.7
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
2.7KNew |
$57.2K - $61.3K
|
2.7K
$50K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.25KClosed |
$26.5K - $28.4K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-17.9KClosed |
$379K - $405K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-200Closed |
$4.24K - $4.54K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-441- 49.49% |
$9.35K - $10K
|
450
$8.33K
|
|