Latest Institutional Transactions on Arrow Mark Financial Corp. (BANX)
This table provides information on the latest institutional transactions involving Arrow Mark Financial Corp. (BANX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.05K- 16.02% |
$66.3K - $77.5K
|
21.2K
$446K
|
|
Q3 2022 | |||||||
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-750- 78.95% |
$12.5K - $15K
|
200
$4.2K
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.3KNew |
$71.5K - $85.8K
|
4.3K
$90.3K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-844Closed |
$15.2K - $18.3K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-18KClosed |
$324K - $391K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-20.1KClosed |
$362K - $437K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-11.1KClosed |
$200K - $241K
|
0
$0
|
|
Q1 2022 | |||||||
May 10, 2022
Q1 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-13.8KClosed |
$284K - $309K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1Closed |
$21.2 - $22.7
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
2.7KNew |
$57.2K - $61.3K
|
2.7K
$56.7K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.25KClosed |
$26.5K - $28.4K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-17.9KClosed |
$379K - $405K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-200Closed |
$4.24K - $4.54K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-237Closed |
$5.05K - $5.27K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-12.6KClosed |
$268K - $280K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-167Closed |
$3.26K - $3.71K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.43KClosed |
$28K - $31.8K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
14.3KNew |
$280K - $318K
|
14.3K
$301K
|
|
Aug 11, 2021
Q2 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-6.66KClosed |
$130K - $148K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Hilton Capital Management, LLC
|
SELL
|
- |
-52.3KClosed |
$1.02M - $1.16M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.3KClosed |
$202K - $230K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Ieq Capital, LLC
|
SELL
|
- |
-10.3KClosed |
$201K - $229K
|
0
$0
|
|
Jul 23, 2021
Q2 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
1.5K+ 3.66% |
$29.3K - $33.3K
|
42.5K
$892K
|
|
Q1 2021 | |||||||
May 20, 2021
Q1 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-565Closed |
$10.9K - $11.9K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-11.4KClosed |
$219K - $239K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Man Group PLC
London, X0 |
SELL
|
- |
-10.5KClosed |
$202K - $221K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.1KClosed |
$21.1K - $23.1K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.9KNew |
$36.5K - $39.9K
|
1.9K
$39.9K
|
|
May 13, 2021
Q1 2021
|
Tiedemann Advisors, LLC
|
BUY
|
- |
11.9KNew |
$228K - $249K
|
11.9K
$249K
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-6.14KClosed |
$118K - $129K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-37.5KClosed |
$721K - $788K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-12.2KClosed |
$234K - $256K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14KClosed |
$270K - $294K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 08, 2021
Q4 2020
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-140Closed |
$2.54K - $2.96K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-100Closed |
$1.81K - $2.12K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.7KNew |
$27.7K - $33.8K
|
1.7K
$35.7K
|
|
Nov 09, 2020
Q3 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-75Closed |
$1.22K - $1.49K
|
0
$0
|
|
Nov 03, 2020
Q3 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-27Closed |
$440 - $537
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-375Closed |
$6.12K - $7.46K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 30, 2024
Q2 2020
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.2KClosed |
$16.6K - $21.8K
|
0
$0
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
242+ 43.14% |
$3.35K - $4.38K
|
803
$16.9K
|
|
Aug 14, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11KNew |
$153K - $199K
|
11K
$231K
|
|
Aug 13, 2020
Q2 2020
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-160Closed |
$2.22K - $2.9K
|
0
$0
|
|
Jul 23, 2020
Q2 2020
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.7KClosed |
$175K - $229K
|
0
$0
|
|
Jul 14, 2020
Q2 2020
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-800Closed |
$11.1K - $14.5K
|
0
$0
|
|
Jul 10, 2020
Q2 2020
|
Gradient Investments LLC
|
SELL
|
- |
-1KClosed |
$13.9K - $18.1K
|
0
$0
|
|
Q1 2020 | |||||||
May 12, 2020
Q1 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.63KClosed |
$97.3K - $218K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-11.4KClosed |
$115K - $257K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 10, 2020
Q4 2019
|
West Bancorporation Inc
|
BUY
|
- |
1KNew |
$22K - $23.5K
|
1K
$21K
|
|
Q2 2019 | |||||||
Aug 14, 2019
Q2 2019
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-5.33KClosed |
$113K - $118K
|
0
$0
|