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 32 institutions that hold shares in the stock, with a total of 1.84 Million shares, which have been reported (via 13F filing form) to have a value of $20.9 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wittenberg Investment Management, Inc.
Carlisle, MA |
May 03, 2024 Q1 2024 |
10,034
shares
|
$113,986
0.05% of portfolio
|
Q1 2024
New holding
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
8,116
shares
|
$92,197
0.0% of portfolio
|
Q1 2024
Added 0.2%
|
|
Acadian Asset Management LLC
Boston, MA |
May 10, 2024 Q1 2024 |
4,027
shares
|
$45,746
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1,085
shares
|
$12,325
0.0% of portfolio
|
Q1 2024
Reduced 63.85%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
158
shares
|
$1,794
0.0% of portfolio
|
Q1 2024
Reduced 98.86%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
64
shares
|
$727
0.0% of portfolio
|
Q1 2024
Reduced 3.03%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|