Arrow Mark Financial Corp. BANX
We take great care to ensure that the data presented and summarized in this overview for ArrowMark Financial Corp. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding BANX
View all-
Greenwich Investment Management, Inc. Stamford, CT299KShares$6.26 Million5.21% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL196KShares$4.11 Million0.01% of portfolio
-
Arrow Mark Colorado Holdings LLC Denver, CO196KShares$4.11 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO161KShares$3.37 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ80.8KShares$1.69 Million0.0% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA57KShares$1.19 Million0.01% of portfolio
-
Bard Associates Inc Chicago, IL41.8KShares$875,0830.32% of portfolio
-
Capital Investment Advisors, LLC35.7KShares$748,1630.02% of portfolio
-
Oppenheimer & CO Inc New York, NY22.3KShares$466,1940.01% of portfolio
-
Everstar Asset Management, LLC Mooresville, NC21.9KShares$457,8850.31% of portfolio
Latest Institutional Activity in BANX
Top Purchases
Top Sells
About BANX
StoneCastle Financial Corp. is a closed ended balanced mutual fund launched and managed by StoneCastle Asset Management LLC. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across the banking sector. It invests in dividend paying growth and value stocks of companies. For its fixed income portion, the fund invests in subordinated debt securities which are rated BBB- or better by Kroll Ratings. The fund employs fundamental analysis with bottom-up security picking approach by focusing on factors such as review of historical and prospective financial information, interviews with management and key employees of the prospective bank, financial models and projections, changes in interest rates, changes in unemployment rates, changes in home prices, changes in economic activity to create its portfolio. It employs proprietary research to create its portfolio. StoneCastle Financial Corp. was formed on February 7, 2013 and is domiciled in the United States.
Insider Transactions at BANX
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Jul 11
2024
|
Patrick Joseph Farrell Chief Financial Officer |
BUY
Open market or private purchase
|
Direct |
650
+11.39%
|
$11,700
$18.81 P/Share
|
|
Feb 26
2024
|
Dana Staggs President |
BUY
Open market or private purchase
|
Direct |
100
+1.75%
|
$1,800
$18.5 P/Share
|
|
Oct 06
2023
|
John Scott Emrich Director |
BUY
Open market or private purchase
|
Direct |
7,500
+46.23%
|
$127,500
$17.34 P/Share
|
|
May 05
2023
|
Patrick Joseph Farrell Chief Financial Officer |
BUY
Open market or private purchase
|
Direct |
700
+13.7%
|
$10,500
$15.79 P/Share
|
|
May 05
2023
|
Dana Staggs President |
BUY
Open market or private purchase
|
Direct |
2,000
+26.66%
|
$30,000
$15.03 P/Share
|
|
May 05
2023
|
Guy M Arnold Director |
BUY
Open market or private purchase
|
Direct |
3,000
+23.08%
|
$42,000
$14.99 P/Share
|
|
May 04
2023
|
Michael Stolper Director |
BUY
Open market or private purchase
|
Direct |
1,000
+13.7%
|
$14,000
$14.46 P/Share
|
|
May 04
2023
|
Sanjai Bhonsle CEO |
BUY
Open market or private purchase
|
Direct |
2,000
+16.39%
|
$28,000
$14.28 P/Share
|
|
May 04
2023
|
Richard Allen Grove Chief Compliance Officer |
BUY
Open market or private purchase
|
Direct |
1,000
+40.0%
|
$14,000
$14.58 P/Share
|
|
Mar 16
2023
|
Patrick Joseph Farrell Chief Financial Officer |
BUY
Open market or private purchase
|
Direct |
200
+5.12%
|
$3,400
$17.45 P/Share
|
|
Mar 13
2023
|
Sanjai Bhonsle CEO |
BUY
Open market or private purchase
|
Direct |
1,000
+10.87%
|
$17,000
$17.75 P/Share
|
|
Mar 13
2023
|
Dana Staggs President |
BUY
Open market or private purchase
|
Direct |
1,000
+22.22%
|
$17,000
$17.43 P/Share
|
|
Nov 17
2022
|
Dana Staggs President |
BUY
Open market or private purchase
|
Direct |
500
+16.66%
|
$8,500
$17.4 P/Share
|
|
Nov 16
2022
|
Dana Staggs President |
BUY
Open market or private purchase
|
Direct |
1,000
+33.32%
|
$17,000
$17.46 P/Share
|
|
Aug 12
2022
|
John Scott Emrich Director |
SELL
Open market or private sale
|
Direct |
475
-27.96%
|
$9,025
$19.07 P/Share
|
|
Aug 10
2022
|
Patrick Joseph Farrell Chief Financial Officer |
BUY
Open market or private purchase
|
Direct |
1,000
+22.18%
|
$18,000
$18.49 P/Share
|
|
Aug 08
2022
|
Richard Allen Grove Chief Compliance Officer |
BUY
Open market or private purchase
|
Direct |
500
+50.0%
|
$9,000
$18.26 P/Share
|
|
Aug 05
2022
|
Sanjai Bhonsle CEO |
BUY
Open market or private purchase
|
Direct |
2,000
+21.74%
|
$36,000
$18.24 P/Share
|
|
Jun 21
2022
|
Michael Stolper Director |
BUY
Open market or private purchase
|
Direct |
500
+8.62%
|
$9,000
$18.38 P/Share
|
|
Jun 13
2022
|
Sanjai Bhonsle CEO |
BUY
Open market or private purchase
|
Direct |
500
+8.77%
|
$9,500
$19.14 P/Share
|
Last 12 Months Summary
| Open market or private purchase | 750 shares |
|---|