Institutional Ownership Arrow Mark Financial Corp. (BANX)
This table provides information about the institutional ownership of Arrow Mark Financial Corp. (BANX). We have compiled data on the 35 institutions that hold shares in the stock, with a total of 1.49 Million shares, which have been reported (via 13F filing form) to have a value of $30.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Greenwich Investment Management, Inc.
Stamford, CT |
Aug 14, 2024 Q2 2024 |
299,275
shares
|
$6.18 Million
5.21% of portfolio
|
Q2 2024
Reduced 5.96%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
196,433
shares
|
$4.06 Million
0.01% of portfolio
|
Q3 2024
Reduced 19.54%
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
May 15, 2025 Q1 2025 |
196,145
shares
|
$4.05 Million
0.08% of portfolio
|
Q3 2024
Reduced 18.57%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
185,749
shares
|
$3.84 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
179,233
shares
|
$3.7 Million
0.0% of portfolio
|
Q1 2025
Added 6.87%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
163,933
shares
|
$3.39 Million
0.65% of portfolio
|
Q1 2025
Added 283.92%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
50,121
shares
|
$1.04 Million
0.93% of portfolio
|
Q1 2025
Added 201.95%
|
|
|
Bard Associates Inc
Chicago, IL |
May 09, 2025 Q1 2025 |
41,435
shares
|
$856,047
0.37% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
24,828
shares
|
$512,946
0.01% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Falcon Wealth Planning
|
Apr 24, 2025 Q1 2025 |
18,862
shares
|
$389,688
0.05% of portfolio
|
Q4 2024
Added 15.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
17,959
shares
|
$371,032
0.0% of portfolio
|
Q4 2024
Added 362.9%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
15,000
shares
|
$309,900
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
14,442
shares
|
$298,371
0.0% of portfolio
|
Q1 2025
Added 36.99%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
May 15, 2025 Q1 2025 |
11,855
shares
|
$244,924
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
11,769
shares
|
$243,147
0.0% of portfolio
|
Q1 2025
Reduced 45.59%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
11,042
shares
|
$228,127
0.0% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 01, 2025 Q1 2025 |
10,990
shares
|
$227,053
0.03% of portfolio
|
Q2 2024
Reduced 2.05%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
10,478
shares
|
$216,475
0.0% of portfolio
|
Q1 2025
Reduced 17.37%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
10,324
shares
|
$213,293
0.14% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
5,250
shares
|
$108,465
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
4,731
shares
|
$97,742
0.0% of portfolio
|
Q2 2023
Added 10.51%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
4,550
shares
|
$94,003
0.0% of portfolio
|
Q2 2023
Reduced 9.78%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
2,750
shares
|
$56,815
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
2,700
shares
|
$55,782
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,600
shares
|
$33,056
0.01% of portfolio
|
Q3 2023
New holding
|