ArrowMark Financial Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ARROWMARK COLORADO HOLDINGS LLC | 02/14/2025 | 196,145 | $4.10 M | 0.00% | 2.76% |
| RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 188,570 | $3.96 M | 100.00% | 2.65% |
| STIFEL FINANCIAL CORP | 02/13/2025 | 167,707 | $3.52 M | 4.15% | 2.36% |
| ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 80,074 | $1.68 M | -0.93% | 1.13% |
| ROUND ROCK ADVISORS, LLC | 01/24/2025 | 42,700 | $895,931 | 100.00% | 0.60% |
| BARD ASSOCIATES INC | 02/06/2025 | 41,810 | $904,093 | 0.00% | 0.59% |
| CAPITAL INVESTMENT ADVISORS, LLC | 01/13/2025 | 30,746 | $645,113 | -13.99% | 0.43% |
| OPPENHEIMER & CO INC | 02/05/2025 | 23,929 | $502,078 | 7.43% | 0.34% |
| 02/12/2025 | 23,198 | $486,740 | 6.04% | 0.33% | |
| FALCON WEALTH PLANNING | 01/22/2025 | 18,862 | $395,762 | 15.28% | 0.27% |
| 02/05/2025 | 16,599 | $348,280 | 100.00% | 0.23% | |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/14/2025 | 12,681 | $266,000 | -17.10% | 0.18% |
| PRINCIPAL STREET PARTNERS, LLC | 02/18/2025 | 12,455 | $261,331 | 100.00% | 0.18% |
| OXBOW ADVISORS, LLC | 02/03/2025 | 10,990 | $230,592 | 0.00% | 0.15% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 10,542 | $220,117 | 100.00% | 0.15% |
| CATALINA CAPITAL GROUP, LLC | 01/24/2025 | 10,324 | $216,618 | 0.14% | 0.15% |
| MAI CAPITAL MANAGEMENT | 02/14/2025 | 5,250 | $110,156 | 100.00% | 0.07% |
| ROYAL BANK OF CANADA | 02/14/2025 | 4,731 | $99,000 | 0.00% | 0.07% |
| TRUST CO OF VERMONT | 01/15/2025 | 2,750 | $57,701 | 100.00% | 0.04% |
| UMB BANK, N.A. | 01/16/2025 | 2,700 | $56,651 | 0.00% | 0.04% |
| CALDWELL SUTTER CAPITAL, INC. | 01/21/2025 | 1,493 | $31,326 | -14.24% | 0.02% |
| PATHWAY FINANCIAL ADVISERS, LLC | 01/30/2025 | 750 | $15,737 | 0.00% | 0.01% |
| BRYN MAWR TRUST CO | 01/28/2025 | 500 | $10,491 | 0.00% | 0.01% |
| SOUND INCOME STRATEGIES, LLC | 01/21/2025 | 449 | $9,421 | -0.22% | 0.01% |
| ALLWORTH FINANCIAL LP | 01/30/2025 | 200 | $4,250 | 0.00% | 0.00% |
| 02/06/2025 | 106 | $2,224 | 100.00% | 0.00% | |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 43 | $898 | -95.70% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 02/10/2025 | 1 | $21 | 100.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| RIDGEWOOD INVESTMENTS LLC | 01/10/2025 | 0 | $0 | -100.00% | 0.00% |
| BEACON POINTE ADVISORS, LLC | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
ArrowMark Financial Corp. institutional Ownership - FAQ's
During the previous two years, 43 institutional investors and hedge funds held shares of ArrowMark Financial Corp.. The most heavily invested institutionals were:
ArrowMark Colorado Holdings LLC: 196,145
RAYMOND JAMES FINANCIAL INC: 188,570
STIFEL FINANCIAL CORP: 167,707
ADVISOR GROUP HOLDINGS, INC.: 80,074
Round Rock Advisors, LLC: 42,700
BARD ASSOCIATES INC: 41,810
13.28% of ArrowMark Financial Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 1.62 M shares in the last 24 months. This purchase volume represents approximately $33.98 M in transactions.