Institutional Ownership Arrow Mark Financial Corp. (BANX)
This table provides information about the institutional ownership of Arrow Mark Financial Corp. (BANX). We have compiled data on the 40 institutions that hold shares in the stock, with a total of 1.35 Million shares, which have been reported (via 13F filing form) to have a value of $28.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Greenwich Investment Management, Inc.
Stamford, CT |
Aug 14, 2024 Q2 2024 |
299,275
shares
|
$6.29 Million
5.21% of portfolio
|
Q2 2024
Reduced 5.96%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
196,433
shares
|
$4.13 Million
0.01% of portfolio
|
Q3 2024
Reduced 19.54%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
179,070
shares
|
$3.76 Million
0.0% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
153,523
shares
|
$3.23 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
Nov 14, 2025 Q3 2025 |
137,327
shares
|
$2.89 Million
0.06% of portfolio
|
Q3 2025
Reduced 30.25%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
50,121
shares
|
$1.05 Million
0.93% of portfolio
|
Q1 2025
Added 201.95%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 10, 2025 Q3 2025 |
44,188
shares
|
$928,389
0.55% of portfolio
|
Q3 2025
Added 9.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
34,208
shares
|
$718,710
0.0% of portfolio
|
Q3 2025
Added 50.56%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
30,940
shares
|
$650,049
0.0% of portfolio
|
Q3 2025
Added 65.29%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
27,496
shares
|
$577,690
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bard Associates Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
27,155
shares
|
$570,526
0.18% of portfolio
|
Q3 2025
Reduced 33.82%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
25,821
shares
|
$542,499
0.0% of portfolio
|
Q3 2025
Added 40.16%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
22,293
shares
|
$468,375
0.01% of portfolio
|
Q3 2025
Added 39.25%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
18,862
shares
|
$396,290
0.04% of portfolio
|
Q4 2024
Added 15.28%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 24, 2025 Q3 2025 |
15,678
shares
|
$329,394
0.21% of portfolio
|
Q2 2025
Added 51.86%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
14,762
shares
|
$310,149
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
14,374
shares
|
$301,997
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Oct 31, 2025 Q3 2025 |
10,890
shares
|
$228,798
0.03% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
10,137
shares
|
$212,978
0.0% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
9,350
shares
|
$196,443
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
9,300
shares
|
$195,393
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
5,250
shares
|
$110,302
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
3,050
shares
|
$64,080
0.0% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
2,700
shares
|
$56,727
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
1,750
shares
|
$36,767
0.0% of portfolio
|
Q3 2025
Reduced 24.73%
|
|