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 32 institutions that hold shares in the stock, with a total of 1.24 Million shares, which have been reported (via 13F filing form) to have a value of $25.2 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
|
$6.11 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
|
$4.01 Million
0.01% of portfolio
|
Q3 2024
Reduced 19.54%
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
Nov 14, 2024 Q3 2024 |
196,145
shares
|
$4 Million
0.06% of portfolio
|
Q3 2024
Reduced 18.57%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
161,024
shares
|
$3.28 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.76%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
80,827
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
57,006
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Bard Associates Inc
Chicago, IL |
Nov 06, 2024 Q3 2024 |
41,810
shares
|
$852,923
0.32% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
35,746
shares
|
$729,218
0.02% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
22,274
shares
|
$454,389
0.01% of portfolio
|
Q3 2024
Added 14.97%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
21,877
shares
|
$446,290
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
19,137
shares
|
$390,394
0.0% of portfolio
|
Q3 2024
Added 81.12%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
16,512
shares
|
$336,844
0.0% of portfolio
|
Q3 2024
Added 43.22%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
16,362
shares
|
$333,784
0.04% of portfolio
|
Q3 2024
Added 14.36%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
15,518
shares
|
$316,567
0.0% of portfolio
|
Q3 2024
Reduced 95.17%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
15,296
shares
|
$312,038
0.0% of portfolio
|
Q3 2024
Reduced 23.37%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Nov 01, 2024 Q3 2024 |
10,990
shares
|
$224,195
0.03% of portfolio
|
Q2 2024
Reduced 2.05%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
10,310
shares
|
$210,323
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
4,731
shares
|
$96,512
0.0% of portfolio
|
Q2 2023
Added 10.51%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
4,550
shares
|
$92,820
0.0% of portfolio
|
Q2 2023
Reduced 9.78%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
2,700
shares
|
$55,079
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
1,741
shares
|
$35,516
0.02% of portfolio
|
Q1 2024
Reduced 14.7%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,600
shares
|
$32,639
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,345
shares
|
$27,437
0.0% of portfolio
|
Q3 2024
Added 144.55%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$20,400
0.0% of portfolio
|
Q3 2024
Reduced 7.66%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
800
shares
|
$16,319
0.01% of portfolio
|
Q3 2024
New holding
|