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 37 institutions that hold shares in the stock, with a total of 1.54 Million shares, which have been reported (via 13F filing form) to have a value of $32.9 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
|
$6.39 Million
5.21% of portfolio
|
Q2 2024
Reduced 5.96%
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
Aug 14, 2025 Q2 2025 |
196,889
shares
|
$4.2 Million
0.08% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
196,433
shares
|
$4.19 Million
0.01% of portfolio
|
Q3 2024
Reduced 19.54%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
177,656
shares
|
$3.79 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
174,809
shares
|
$3.73 Million
0.64% of portfolio
|
Q2 2025
Added 6.63%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
154,670
shares
|
$3.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.7%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
50,121
shares
|
$1.07 Million
0.93% of portfolio
|
Q1 2025
Added 201.95%
|
|
|
Bard Associates Inc
Chicago, IL |
Aug 05, 2025 Q2 2025 |
41,035
shares
|
$876,097
0.32% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Aug 13, 2025 Q2 2025 |
40,422
shares
|
$863,009
0.52% of portfolio
|
Q2 2025
Added 68.67%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
27,496
shares
|
$587,039
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
22,721
shares
|
$485,093
0.0% of portfolio
|
Q2 2025
Added 25.86%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
18,862
shares
|
$402,703
0.04% of portfolio
|
Q4 2024
Added 15.28%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
18,719
shares
|
$399,650
0.0% of portfolio
|
Q2 2025
Added 69.53%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
18,423
shares
|
$393,331
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
16,009
shares
|
$341,792
0.0% of portfolio
|
Q2 2025
Reduced 35.52%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
15,939
shares
|
$340,297
0.0% of portfolio
|
Q2 2025
Added 35.43%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
15,678
shares
|
$334,725
0.22% of portfolio
|
Q2 2025
Added 51.86%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Jul 29, 2025 Q2 2025 |
10,990
shares
|
$234,636
0.03% of portfolio
|
Q2 2024
Reduced 2.05%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
10,940
shares
|
$233,569
0.02% of portfolio
|
Q2 2025
Reduced 7.72%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
9,977
shares
|
$213,008
0.0% of portfolio
|
Q2 2025
Reduced 4.78%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
5,250
shares
|
$112,087
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
4,804
shares
|
$102,565
0.0% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
3,054
shares
|
$65,202
0.0% of portfolio
|
Q2 2025
Reduced 32.88%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
2,700
shares
|
$57,645
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
2,325
shares
|
$49,638
0.0% of portfolio
|
Q2 2025
Reduced 15.45%
|