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 31 institutions that hold shares in the stock, with a total of 1.92 Million shares, which have been reported (via 13F filing form) to have a value of $22.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
501,146
shares
|
$5.67 Million
0.0% of portfolio
|
Q4 2023
Added 0.37%
|
|
|
Dryden Capital, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
228,560
shares
|
$2.59 Million
7.34% of portfolio
|
Q2 2024
Added 722.54%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
207,050
shares
|
$2.34 Million
0.0% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Deprince Race & Zollo Inc
Winter Park, FL |
Nov 14, 2024 Q3 2024 |
199,054
shares
|
$2.25 Million
0.05% of portfolio
|
Q3 2024
Reduced 22.15%
|
|
|
Mangrove Partners
New York, NY |
Nov 14, 2024 Q3 2024 |
125,533
shares
|
$1.42 Million
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
83,458
shares
|
$944,744
0.0% of portfolio
|
Q3 2024
Reduced 7.75%
|
|
|
Oppenheimer & Close, LLC
|
Oct 17, 2024 Q3 2024 |
75,000
shares
|
$849,000
0.91% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Prospector Partners LLC
Guilford, CT |
Nov 13, 2024 Q3 2024 |
65,200
shares
|
$738,064
0.09% of portfolio
|
Q1 2023
Added 53.77%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 21, 2024 Q3 2024 |
55,619
shares
|
$629,607
0.31% of portfolio
|
Q4 2022
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
49,237
shares
|
$557,362
0.0% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
41,195
shares
|
$466,327
0.0% of portfolio
|
Q1 2024
Reduced 3.96%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
34,240
shares
|
$387,596
0.0% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
31,474
shares
|
$356,285
0.0% of portfolio
|
Q3 2024
Added 11.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
31,058
shares
|
$351,576
0.0% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
Aug 13, 2024 Q2 2024 |
26,890
shares
|
$304,394
0.12% of portfolio
|
Q2 2024
Added 167.99%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,162
shares
|
$296,153
0.0% of portfolio
|
Q2 2024
Reduced 3.68%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
22,800
shares
|
$258,096
0.0% of portfolio
|
Q2 2024
Added 0.18%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
19,571
shares
|
$221,543
0.0% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
19,200
shares
|
$217,344
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
15,699
shares
|
$177,712
0.0% of portfolio
|
Q3 2024
Added 392375.0%
|
|
|
De Lisle Partners LLP
Poole, X0 |
Nov 14, 2024 Q3 2024 |
15,682
shares
|
$177,520
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
13,542
shares
|
$153,295
0.0% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
10,748
shares
|
$121,667
0.0% of portfolio
|
Q3 2024
Reduced 28.27%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
9,864
shares
|
$111,660
0.0% of portfolio
|
Q3 2024
Reduced 39.58%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
8,200
shares
|
$92,824
0.0% of portfolio
|
Q3 2024
Reduced 0.56%
|