AmeriServ Financial, Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
GENDELL JEFFREY L | 02/14/2025 | 1.64 M | $4.38 M | 3.99% | 9.90% |
DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 1.15 M | $3.02 M | 0.11% | 6.98% |
WEST CHESTER CAPITAL ADVISORS, INC | 02/14/2025 | 801,830 | $2.15 M | 100.00% | 4.85% |
VANGUARD GROUP INC | 02/11/2025 | 722,381 | $1.89 M | 0.00% | 4.37% |
RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 577,574 | $1.55 M | -1.91% | 3.50% |
OPPENHEIMER & CLOSE, LLC | 02/11/2025 | 352,583 | $944,922 | 0.00% | 2.13% |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/14/2025 | 272,687 | $714,440 | -1.12% | 1.65% |
JOHN G ULLMAN & ASSOCIATES INC | 02/05/2025 | 255,500 | $684,740 | 8.92% | 1.55% |
BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 145,494 | $389,925 | -0.02% | 0.88% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 127,142 | $333,239 | 0.00% | 0.77% |
EMPOWERED FUNDS, LLC | 01/28/2025 | 96,816 | $253,658 | 1.89% | 0.59% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 84,964 | $222,606 | -17.48% | 0.51% |
MINERVA ADVISORS LLC | 02/04/2025 | 58,200 | $151,902 | 0.00% | 0.35% |
ANGEL OAK CAPITAL ADVISORS, LLC | 01/31/2025 | 53,937 | $144,551 | 100.00% | 0.33% |
ABACUS PLANNING GROUP, INC. | 02/03/2025 | 42,513 | $111,384 | 0.00% | 0.26% |
ACADIAN ASSET MANAGEMENT LLC | 02/11/2025 | 25,700 | $66,000 | 0.00% | 0.16% |
JPMORGAN CHASE & CO | 02/12/2025 | 25,000 | $65,500 | 0.00% | 0.15% |
STATE STREET CORP | 02/14/2025 | 18,990 | $49,754 | -2.57% | 0.12% |
MODERN WEALTH MANAGEMENT, LLC | 02/11/2025 | 15,753 | $42,534 | 100.00% | 0.10% |
CAPTRUST FINANCIAL ADVISORS | 02/14/2025 | 13,483 | $36,134 | 0.00% | 0.08% |
SCHULHOFF & CO INC | 02/05/2025 | 13,000 | $34,840 | 0.00% | 0.08% |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 01/28/2025 | 11,000 | $28,820 | 0.00% | 0.07% |
UBS GROUP AG | 02/14/2025 | 5,751 | $15,413 | 100.00% | 0.03% |
TOWER RESEARCH CAPITAL LLC (TRC) | 02/13/2025 | 1,965 | $5,266 | 12.03% | 0.01% |
SALOMON & LUDWIN, LLC | 01/30/2025 | 1,209 | $3,168 | 0.00% | 0.01% |
CORNERSTONE PLANNING GROUP LLC | 01/29/2025 | 973 | $2,636 | 1.04% | 0.01% |
PNC FINANCIAL SERVICES GROUP, INC. | 02/07/2025 | 474 | $1,270 | -98.77% | 0.00% |
CAPITAL ADVISORS, LTD. LLC | 02/04/2025 | 289 | $1,000 | 100.00% | 0.00% |
IFP ADVISORS, INC | 02/04/2025 | 114 | $306 | 0.00% | 0.00% |
02/06/2025 | 11 | $29 | 100.00% | 0.00% | |
WELLS FARGO & COMPANY/MN | 02/13/2025 | 1 | $2 | 0.00% | 0.00% |
AmeriServ Financial, Inc. institutional Ownership - FAQ's
During the previous two years, 49 institutional investors and hedge funds held shares of AmeriServ Financial, Inc.. The most heavily invested institutionals were:
GENDELL JEFFREY L: 1.64 M
DIMENSIONAL FUND ADVISORS LP: 1.15 M
WEST CHESTER CAPITAL ADVISORS, INC: 801,830
VANGUARD GROUP INC: 722,381
RENAISSANCE TECHNOLOGIES LLC: 577,574
Oppenheimer & Close, LLC: 352,583
39.62% of AmeriServ Financial, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 7.25 M shares in the last 24 months. This purchase volume represents approximately $19.78 M in transactions.