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 1.28 Million shares, which have been reported (via 13F filing form) to have a value of $26.9 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
|
$6.32 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
|
$4.15 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
|
$4.14 Million
0.06% of portfolio
|
Q3 2024
Reduced 18.57%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
188,570
shares
|
$3.98 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
161,024
shares
|
$3.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.76%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
80,827
shares
|
$1.71 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
|
$1.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
42,700
shares
|
$902,251
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Bard Associates Inc
Chicago, IL |
Feb 06, 2025 Q4 2024 |
41,810
shares
|
$883,445
0.35% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
30,746
shares
|
$649,662
0.01% of portfolio
|
Q4 2024
Reduced 13.99%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
23,929
shares
|
$505,619
0.01% of portfolio
|
Q4 2024
Added 7.43%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
21,877
shares
|
$462,261
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
19,137
shares
|
$404,364
0.0% of portfolio
|
Q3 2024
Added 81.12%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
18,862
shares
|
$398,554
0.05% of portfolio
|
Q4 2024
Added 15.28%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
16,599
shares
|
$350,736
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
16,512
shares
|
$348,898
0.0% of portfolio
|
Q3 2024
Added 43.22%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
15,296
shares
|
$323,204
0.0% of portfolio
|
Q3 2024
Reduced 23.37%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Feb 03, 2025 Q4 2024 |
10,990
shares
|
$232,218
0.03% of portfolio
|
Q2 2024
Reduced 2.05%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
10,324
shares
|
$218,146
0.07% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
4,731
shares
|
$99,966
0.0% of portfolio
|
Q2 2023
Added 10.51%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
4,550
shares
|
$96,141
0.0% of portfolio
|
Q2 2023
Reduced 9.78%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
2,750
shares
|
$58,107
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
2,700
shares
|
$57,051
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,600
shares
|
$33,808
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
1,493
shares
|
$31,547
0.01% of portfolio
|
Q4 2024
Reduced 14.24%
|