Institutional Ownership Regional Management Corp. (RM)
This table provides information about the institutional ownership of Regional Management Corp. (RM). We have compiled data on the 91 institutions that hold shares in the stock, with a total of 7.71 Million shares, which have been reported (via 13F filing form) to have a value of $231 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Amalgamated Bank
New York, NY |
Oct 30, 2024 Q3 2024 |
267
shares
|
$7,919
0.0% of portfolio
|
Q1 2024
Reduced 64.11%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
265
shares
|
$7,859
0.0% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
134
shares
|
$3,974
0.0% of portfolio
|
Q3 2024
Added 65.43%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
128
shares
|
$3,796
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
120
shares
|
$3,559
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
118
shares
|
$3,499
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
68
shares
|
$2,016
0.0% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
44
shares
|
$1,305
0.0% of portfolio
|
Q3 2024
Added 37.5%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
42
shares
|
$1,245
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
35
shares
|
$1,038
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
25
shares
|
$741
0.0% of portfolio
|
Q3 2024
Reduced 99.92%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
20
shares
|
$593
0.0% of portfolio
|
Q1 2024
Added 5.26%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
9
shares
|
$266
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
5
shares
|
$148
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|