BVFL Institutional Ownership
BV Financial, Inc.
1W: +1.7%
1M: +6.1%
3M: +7.2%
YTD: +22.0%
1Y: +34.4%
3Y: +121.6%
5Y: +11.0%
$22.16
+0.32 (+1.47%)
Weekly Expected Move ±2.6%
$21
$21
$22
$23
$23
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.
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Institutional Ownership — BVFL
76
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
$67M
Total Invested
11
New Positions
31
Increased
21
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (22 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ARROWSTREET CAPITAL, LIMITED PARTNERSH NEW | 115,248 | $3M | +115,248 | — | 1Q | SEC ↗ |
| 2 | STATE STREET CORP NEW | 100,798 | $2M | +100,798 | — | 1Q | SEC ↗ |
| 3 | GOLDMAN SACHS GROUP INC NEW | 51,050 | $1M | +51,050 | — | 1Q | SEC ↗ |
| 4 | HSBC HOLDINGS PLC | 39,888 | $884K | +1,965 | +5.2% | 4Q | SEC ↗ |
| 5 | COURIER CAPITAL LLC NEW | 20,913 | $463K | +20,913 | — | 1Q | SEC ↗ |
| 6 | CITADEL ADVISORS LLC NEW | 18,677 | $414K | +18,677 | — | 1Q | SEC ↗ |
| 7 | RITHOLTZ WEALTH MANAGEMENT NEW | 11,557 | $256K | +11,557 | — | 1Q | SEC ↗ |
| 8 | WELLS FARGO & COMPANY/MN NEW | 2,596 | $58K | +2,596 | — | 1Q | SEC ↗ |
| 9 | CALIFORNIA STATE TEACHERS RETIREMENT S | 1,970 | $44K | +1,590 | +418.4% | 2Q | SEC ↗ |
| 10 | HARBOR INVESTMENT ADVISORY, LLC | 1,530 | $34K | — | +0.0% | 2Q | SEC ↗ |
| 11 | Blue Trust, Inc. NEW | 1,070 | $24K | +1,070 | — | 1Q | SEC ↗ |
| 12 | NEW YORK STATE COMMON RETIREMENT FUND NEW | 300 | $7K | +300 | — | 1Q | SEC ↗ |
| 13 | Sterling Capital Management LLC NEW | 124 | $3K | +124 | — | 1Q | SEC ↗ |
| 14 | MATHER GROUP, LLC. NEW | 87 | $2K | +87 | — | 1Q | SEC ↗ |
| 15 | Avion Wealth | 50 | $1K | — | +0.0% | 2Q | SEC ↗ |
| 16 | GAMMA Investing LLC | 36 | $1K | — | +0.0% | 3Q | SEC ↗ |
| 17 | Physician Wealth Advisors, Inc. | 25 | $1K | — | +0.0% | 2Q | SEC ↗ |
| 18 | Farther Finance Advisors, LLC | 21 | $0K | +10 | +90.9% | 3Q | SEC ↗ |
| 19 | IFP Advisors, Inc | 8 | $0K | +2 | +33.3% | 3Q | SEC ↗ |
| 20 | Root Financial Partners, LLC NEW | 6 | $0K | +6 | — | 1Q | SEC ↗ |
| 21 | Basecamp Wealth Advisors LLC | 5 | $0K | +2 | +66.7% | 2Q | SEC ↗ |
| 22 | Fortitude Family Office, LLC NEW | 3 | $0K | +3 | — | 1Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| ARROWSTREET CAPITAL, LIMITED PARTNE | 115,248 | $3M |
| STATE STREET CORP | 100,798 | $2M |
| GOLDMAN SACHS GROUP INC | 51,050 | $1M |
| COURIER CAPITAL LLC | 20,913 | $463K |
| CITADEL ADVISORS LLC | 18,677 | $414K |
| RITHOLTZ WEALTH MANAGEMENT | 11,557 | $256K |
| WELLS FARGO & COMPANY/MN | 2,596 | $58K |
| Blue Trust, Inc. | 1,070 | $24K |
| NEW YORK STATE COMMON RETIREMENT FU | 300 | $7K |
| Sterling Capital Management LLC | 124 | $3K |
| MATHER GROUP, LLC. | 87 | $2K |
| Root Financial Partners, LLC | 6 | $0K |
| Fortitude Family Office, LLC | 3 | $0K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| HSBC HOLDINGS PLC | +1,965 | +5.2% | 39,888 |
| CALIFORNIA STATE TEACHERS RETIREMEN | +1,590 | +418.4% | 1,970 |
| Farther Finance Advisors, LLC | +10 | +90.9% | 21 |
| Basecamp Wealth Advisors LLC | +2 | +66.7% | 5 |
| IFP Advisors, Inc | +2 | +33.3% | 8 |
Biggest Decreases (0)
None.