BANX Institutional Ownership
ArrowMark Financial Corp.
1W: -1.0%
1M: -0.5%
3M: -2.5%
YTD: -9.6%
1Y: -7.9%
3Y: +41.7%
5Y: +34.1%
$19.64
-0.04 (-0.20%)
After Hours: $20.45 (+0.80, +4.10%)
Weekly Expected Move ±2.9%
$19
$19
$20
$20
$21
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — BANX
44
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
$35M
Total Invested
9
New Positions
6
Increased
20
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (15 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Noble Wealth Management PBC | 123,765 | $2M | +16,568 | +15.5% | 3Q | SEC ↗ |
| 2 | Everstar Asset Management, LLC | 59,632 | $1M | +43,432 | +268.1% | 2Q | SEC ↗ |
| 3 | Almitas Capital LLC NEW | 50,843 | $999K | +50,843 | — | 1Q | SEC ↗ |
| 4 | MARSHALL WACE, LLP NEW | 32,626 | $641K | +32,626 | — | 1Q | SEC ↗ |
| 5 | OPPENHEIMER & CO INC NEW | 24,304 | $477K | +24,304 | — | 1Q | SEC ↗ |
| 6 | Capital Investment Advisors, LLC | 22,846 | $449K | — | +0.0% | 2Q | SEC ↗ |
| 7 | Falcon Wealth Planning NEW | 16,179 | $318K | +16,179 | — | 1Q | SEC ↗ |
| 8 | Mariner, LLC NEW | 14,974 | $294K | +14,974 | — | 1Q | SEC ↗ |
| 9 | Belpointe Asset Management LLC NEW | 10,300 | $202K | +10,300 | — | 1Q | SEC ↗ |
| 10 | CALDWELL SUTTER CAPITAL, INC. NEW | 693 | $14K | +693 | — | 1Q | SEC ↗ |
| 11 | Bank of New Hampshire NEW | 400 | $8K | +400 | — | 1Q | SEC ↗ |
| 12 | Allworth Financial LP NEW | 200 | $4K | +200 | — | 1Q | SEC ↗ |
| 13 | NFSG Corp NEW | 200 | $4K | +200 | — | 1Q | SEC ↗ |
| 14 | HIGHLINE WEALTH PARTNERS LLC | 135 | $3K | — | +0.0% | 2Q | SEC ↗ |
| 15 | WELLS FARGO & COMPANY/MN NEW | 1 | $0K | +1 | — | 1Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| Almitas Capital LLC | 50,843 | $999K |
| MARSHALL WACE, LLP | 32,626 | $641K |
| OPPENHEIMER & CO INC | 24,304 | $477K |
| Falcon Wealth Planning | 16,179 | $318K |
| Mariner, LLC | 14,974 | $294K |
| Belpointe Asset Management LLC | 10,300 | $202K |
| CALDWELL SUTTER CAPITAL, INC. | 693 | $14K |
| Bank of New Hampshire | 400 | $8K |
| NFSG Corp | 200 | $4K |
| Allworth Financial LP | 200 | $4K |
| WELLS FARGO & COMPANY/MN | 1 | $0K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Everstar Asset Management, LLC | +43,432 | +268.1% | 59,632 |
| Noble Wealth Management PBC | +16,568 | +15.5% | 123,765 |
Biggest Decreases (0)
None.