ArrowMark Financial Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 179.07 K | $3.93 M | 0.80% | 2.51% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 153.52 K | $3.37 M | -0.74% | 2.15% |
| ARROWMARK COLORADO HOLDINGS LLC | 11/14/2025 | 137.33 K | $3.01 M | -30.25% | 1.93% |
| EVERSTAR ASSET MANAGEMENT, LLC | 11/10/2025 | 44.19 K | $968.60 K | 9.32% | 0.62% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 34.21 K | $742.02 K | 50.56% | 0.48% |
| MORGAN STANLEY | 11/14/2025 | 30.94 K | $678.22 K | 65.29% | 0.43% |
| CAPITAL INVESTMENT ADVISORS, LLC | 10/23/2025 | 27.50 K | $602.71 K | 0.00% | 0.39% |
| BARD ASSOCIATES INC | 11/14/2025 | 27.16 K | $595.24 K | -33.82% | 0.38% |
| MARSHALL WACE, LLP | 11/13/2025 | 25.82 K | $566.00 K | 40.16% | 0.36% |
| OPPENHEIMER & CO INC | 11/06/2025 | 22.29 K | $488.66 K | 39.25% | 0.31% |
| FALCON WEALTH PLANNING | 10/10/2025 | 18.86 K | $413.46 K | 0.00% | 0.26% |
| CATALINA CAPITAL GROUP, LLC | 10/24/2025 | 15.68 K | $343.66 K | 0.00% | 0.22% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 14.76 K | $323.58 K | 100.00% | 0.21% |
| ACCURATE WEALTH MANAGEMENT, LLC | 10/20/2025 | 14.37 K | $311.05 K | 100.00% | 0.20% |
| OXBOW ADVISORS, LLC | 10/31/2025 | 10.89 K | $238.71 K | -0.91% | 0.15% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 10.14 K | $222.00 K | 1.60% | 0.14% |
| PRIVATE ADVISOR GROUP, LLC | 11/13/2025 | 9.35 K | $204.95 K | 100.00% | 0.13% |
| BELPOINTE ASSET MANAGEMENT LLC | 11/03/2025 | 9.30 K | $203.86 K | 100.00% | 0.13% |
| MAI CAPITAL MANAGEMENT | 11/10/2025 | 5.25 K | $115.08 K | 0.00% | 0.07% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 3.05 K | $66.86 K | -0.13% | 0.04% |
| UMB BANK, N.A. | 11/04/2025 | 2.70 K | $59.18 K | 0.00% | 0.04% |
| TRUST CO OF VERMONT | 10/14/2025 | 1.75 K | $38.36 K | -24.73% | 0.02% |
| CALDWELL SUTTER CAPITAL, INC. | 10/29/2025 | 693 | $15.19 K | 0.00% | 0.01% |
| PATHWAY FINANCIAL ADVISERS, LLC | 11/13/2025 | 557 | $12.21 K | 100.00% | 0.01% |
| BRYN MAWR TRUST CO | 11/20/2025 | 500 | $10.96 K | 0.00% | 0.01% |
| SOUND INCOME STRATEGIES, LLC | 10/10/2025 | 449 | $9.70 K | 0.00% | 0.01% |
| UBS GROUP AG | 11/13/2025 | 445 | $9.75 K | -56.33% | 0.01% |
| ALLWORTH FINANCIAL LP | 12/02/2025 | 200 | $4.38 K | 0.00% | 0.00% |
| NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 11/13/2025 | 200 | $4.38 K | 0.00% | 0.00% |
| SIMPLEX TRADING, LLC | 11/12/2025 | 120 | $2.00 K | 100.00% | 0.00% |
| CREEKMUR ASSET MANAGEMENT LLC | 11/12/2025 | 10 | $227 | 0.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 11/05/2025 | 10 | $219 | -9.09% | 0.00% |
| FMR LLC | 11/13/2025 | 6 | $132 | 200.00% | 0.00% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 5 | $110 | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 1 | $15 | 0.00% | 0.00% |
| ROYAL BANK OF CANADA | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| PRINCIPAL STREET PARTNERS, LLC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| ROUND ROCK ADVISORS, LLC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
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ArrowMark Financial Corp. institutional Ownership - FAQ's
During the previous two years, 50 institutional investors and hedge funds held shares of ArrowMark Financial Corp.. The most heavily invested institutionals were:
RAYMOND JAMES FINANCIAL INC: 179,070
STIFEL FINANCIAL CORP: 153,523
ArrowMark Colorado Holdings LLC: 137,327
Everstar Asset Management, LLC: 44,188
ADVISOR GROUP HOLDINGS, INC.: 34,208
MORGAN STANLEY: 30,940
11.24% of ArrowMark Financial Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 1.56 M shares in the last 24 months. This purchase volume represents approximately $34.31 M in transactions.