Purchases and Sales Made in Q2 2025 in Arrow Mark Financial Corp. (BANX)
This table provides information about the institutional ownership of Arrow Mark Financial Corp. (BANX) during Q2 2025. The information is specifically focused on institutions that hold shares of ArrowMark Financial Corp..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
27.5KNew |
$502K - $579K
|
27.5K
$601K
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
18.4KNew |
$336K - $388K
|
18.4K
$403K
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
16.5K+ 68.67% |
$300K - $347K
|
40.4K
$884K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
10.9K+ 6.63% |
$198K - $229K
|
175K
$3.82M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.68K+ 69.53% |
$140K - $162K
|
18.7K
$409K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
5.35K+ 51.86% |
$97.7K - $113K
|
15.7K
$343K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.67K+ 25.86% |
$85.2K - $98.3K
|
22.7K
$497K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.17K+ 35.43% |
$76.1K - $87.8K
|
15.9K
$349K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
1.02KNew |
$18.6K - $21.5K
|
1.02K
$22.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
744+ 0.38% |
$13.6K - $15.7K
|
197K
$4.31M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
200New |
$3.65K - $4.21K
|
200
$4.37K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
93+ 0.52% |
$1.7K - $1.96K
|
18.1K
$395K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
73+ 1.54% |
$1.33K - $1.54K
|
4.8K
$105K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
10New |
$183 - $211
|
10
$219
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11- 91.67% |
$201 - $232
|
1
$21.9
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-138- 92.62% |
$2.52K - $2.91K
|
11
$241
|
|
|
Aug 05, 2025
Q2 2025
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-400- 0.97% |
$7.3K - $8.42K
|
41K
$897K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-425- 15.45% |
$7.76K - $8.95K
|
2.33K
$50.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-501- 4.78% |
$9.14K - $10.6K
|
9.98K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-915- 7.72% |
$16.7K - $19.3K
|
10.9K
$239K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.5K- 32.88% |
$27.3K - $31.5K
|
3.05K
$66.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-8.09K- 4.36% |
$148K - $170K
|
178K
$3.89M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.82K- 35.52% |
$161K - $186K
|
16K
$350K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-24.6K- 13.7% |
$448K - $517K
|
155K
$3.38M
|