SBFG Institutional Ownership
SB Financial Group, Inc.
1W: +2.3%
1M: +2.0%
3M: +17.2%
YTD: +44.2%
1Y: +60.2%
3Y: +159.8%
5Y: +101.6%
$30.60
+0.20 (+0.66%)
After Hours: $31.25 (+0.64, +2.11%)
Weekly Expected Move ±3.1%
$28
$29
$30
$31
$32
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 — SBFG
89
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
$76M
Total Invested
15
New Positions
24
Increased
35
Reduced
16
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (18 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MANUFACTURERS LIFE INSURANCE COMPANY, | 467,892 | $14M | -2,610 | -0.6% | 2Q | SEC ↗ |
| 2 | GOLDMAN SACHS GROUP INC NEW | 58,053 | $2M | +58,053 | — | 1Q | SEC ↗ |
| 3 | MARSHALL WACE, LLP NEW | 57,913 | $2M | +57,913 | — | 1Q | SEC ↗ |
| 4 | ARROWSTREET CAPITAL, LIMITED PARTNERSH NEW | 48,869 | $1M | +48,869 | — | 1Q | SEC ↗ |
| 5 | RENAISSANCE TECHNOLOGIES LLC NEW | 39,846 | $1M | +39,846 | — | 1Q | SEC ↗ |
| 6 | HSBC HOLDINGS PLC | 38,138 | $1M | +6,306 | +19.8% | 4Q | SEC ↗ |
| 7 | PL Capital Advisors, LLC NEW | 33,101 | $1M | +33,101 | — | 1Q | SEC ↗ |
| 8 | CITADEL ADVISORS LLC NEW | 25,775 | $789K | +25,775 | — | 1Q | SEC ↗ |
| 9 | Venture Visionary Partners LLC NEW | 24,069 | $737K | +24,069 | — | 1Q | SEC ↗ |
| 10 | Valmark Advisers, Inc. | 23,083 | $706K | +166 | +0.7% | 2Q | SEC ↗ |
| 11 | STATE STREET CORP NEW | 21,950 | $672K | +21,950 | — | 1Q | SEC ↗ |
| 12 | WELLS FARGO & COMPANY/MN NEW | 4,715 | $144K | +4,715 | — | 1Q | SEC ↗ |
| 13 | Farther Finance Advisors, LLC | 2,714 | $83K | -17 | -0.6% | 3Q | SEC ↗ |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW | 263 | $8K | +263 | — | 1Q | SEC ↗ |
| 15 | Allworth Financial LP NEW | 40 | $1K | +40 | — | 1Q | SEC ↗ |
| 16 | GAMMA Investing LLC | 14 | $0K | — | +0.0% | 3Q | SEC ↗ |
| 17 | IFP Advisors, Inc | 7 | $0K | -10 | -58.8% | 3Q | SEC ↗ |
| 18 | Basecamp Wealth Advisors LLC | 3 | $0K | +1 | +50.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 58,053 | $2M |
| MARSHALL WACE, LLP | 57,913 | $2M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 48,869 | $1M |
| RENAISSANCE TECHNOLOGIES LLC | 39,846 | $1M |
| PL Capital Advisors, LLC | 33,101 | $1M |
| CITADEL ADVISORS LLC | 25,775 | $789K |
| Venture Visionary Partners LLC | 24,069 | $737K |
| STATE STREET CORP | 21,950 | $672K |
| WELLS FARGO & COMPANY/MN | 4,715 | $144K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 263 | $8K |
| Allworth Financial LP | 40 | $1K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| HSBC HOLDINGS PLC | +6,306 | +19.8% | 38,138 |
| Valmark Advisers, Inc. | +166 | +0.7% | 23,083 |
| Basecamp Wealth Advisors LLC | +1 | +50.0% | 3 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MANUFACTURERS LIFE INSURANCE COMPAN | -2,610 | -0.6% | 467,892 |
| Farther Finance Advisors, LLC | -17 | -0.6% | 2,714 |
| IFP Advisors, Inc | -10 | -58.8% | 7 |