Institutional Ownership William Penn Bancorporation (WMPN)
This table provides information about the institutional ownership of William Penn Bancorporation (WMPN). We have compiled data on the 32 institutions that hold shares in the stock, with a total of 2 Million shares, which have been reported (via 13F filing form) to have a value of $24.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 13, 2024 Q2 2024 |
501,146
shares
|
$6.21 Million
0.0% of portfolio
|
Q4 2023
Added 0.37%
|
|
|
Deprince Race & Zollo Inc
Winter Park, FL |
Aug 14, 2024 Q2 2024 |
255,685
shares
|
$3.17 Million
0.07% of portfolio
|
Q2 2024
Reduced 2.07%
|
|
|
Dryden Capital, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
228,560
shares
|
$2.83 Million
7.34% of portfolio
|
Q2 2024
Added 722.54%
|
|
|
Russell Investments Group, Ltd.
|
Aug 08, 2024 Q2 2024 |
198,669
shares
|
$2.46 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.04%
|
|
|
Mangrove Partners
New York, NY |
Aug 14, 2024 Q2 2024 |
125,533
shares
|
$1.56 Million
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 09, 2024 Q2 2024 |
90,470
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.29%
|
|
|
Oppenheimer & Close, LLC
|
Oct 17, 2024 Q3 2024 |
75,000
shares
|
$929,250
0.91% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Prospector Partners LLC
Guilford, CT |
Aug 13, 2024 Q2 2024 |
65,200
shares
|
$807,828
0.09% of portfolio
|
Q1 2023
Added 53.77%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 21, 2024 Q3 2024 |
55,619
shares
|
$689,119
0.31% of portfolio
|
Q4 2022
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
49,237
shares
|
$610,046
0.0% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2024 Q2 2024 |
41,195
shares
|
$510,406
0.0% of portfolio
|
Q1 2024
Reduced 3.96%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Aug 14, 2024 Q2 2024 |
37,719
shares
|
$467,338
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
33,807
shares
|
$418,868
0.0% of portfolio
|
Q2 2024
Added 5.11%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
29,858
shares
|
$369,940
0.0% of portfolio
|
Q1 2024
Added 9.54%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 09, 2024 Q2 2024 |
28,185
shares
|
$349,212
0.0% of portfolio
|
Q3 2023
Added 0.01%
|
|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
Aug 13, 2024 Q2 2024 |
26,890
shares
|
$333,167
0.12% of portfolio
|
Q2 2024
Added 167.99%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,162
shares
|
$324,147
0.0% of portfolio
|
Q2 2024
Reduced 3.68%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
22,800
shares
|
$282,492
0.0% of portfolio
|
Q2 2024
Added 0.18%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 14, 2024 Q2 2024 |
19,646
shares
|
$243,413
0.0% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
16,326
shares
|
$202,279
0.0% of portfolio
|
Q2 2024
Reduced 26.53%
|
|
|
De Lisle Partners LLP
Poole, X0 |
Aug 09, 2024 Q2 2024 |
15,682
shares
|
$194,299
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
14,984
shares
|
$185,651
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
13,508
shares
|
$167,364
0.0% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
8,246
shares
|
$102,167
0.0% of portfolio
|
Q2 2024
Added 1.6%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 06, 2024 Q2 2024 |
4,027
shares
|
$49,894
0.0% of portfolio
|
Q1 2024
New holding
|