Institutional Ownership William Penn Bancorporation (WMPN)
This table provides information about the institutional ownership of William Penn Bancorporation (WMPN). We have compiled data on the 36 institutions that hold shares in the stock, with a total of 3.09 Million shares, which have been reported (via 13F filing form) to have a value of $38.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
12,509
shares
|
$154,110
0.0% of portfolio
|
Q1 2025
Reduced 64.13%
|
|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
May 09, 2025 Q1 2025 |
12,219
shares
|
$150,538
0.07% of portfolio
|
Q4 2024
Reduced 54.56%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
11,935
shares
|
$147,039
0.0% of portfolio
|
Q1 2025
Reduced 57.19%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
5,704
shares
|
$70,273
0.0% of portfolio
|
Q1 2025
Reduced 9.68%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
May 12, 2025 Q1 2025 |
5,465
shares
|
$67,328
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
2,100
shares
|
$25,872
0.0% of portfolio
|
Q4 2024
Reduced 74.39%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
2,000
shares
|
$24,640
0.01% of portfolio
|
Q3 2024
Added 5.26%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
437
shares
|
$5,383
0.0% of portfolio
|
Q1 2025
Reduced 60.42%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
63
shares
|
$776
0.0% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
23
shares
|
$283
0.0% of portfolio
|
Q1 2025
Reduced 98.08%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|