ArrowMark Financial Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ARROWMARK COLORADO HOLDINGS LLC | 08/13/2026 | 884.83 K | $17.30 M | 0.00% | 9.13% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 139.07 K | $2.72 M | 0.08% | 1.44% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 131.07 K | $2.56 M | 15.14% | 1.35% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 107.20 K | $2.10 M | 0.83% | 1.11% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 75.70 K | $1.48 M | 486.82% | 0.78% |
| EVERSTAR ASSET MANAGEMENT, LLC | 08/03/2026 | 59.63 K | $1.17 M | 25.95% | 0.62% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 54.65 K | $1.07 M | -21.67% | 0.56% |
| ALMITAS CAPITAL LLC | 08/17/2026 | 50.84 K | $993.98 K | -30.59% | 0.52% |
| ALPHACORE CAPITAL LLC | 08/06/2026 | 40.26 K | $787.04 K | 100.00% | 0.42% |
| MORGAN STANLEY | 08/13/2026 | 33.70 K | $658.76 K | -0.07% | 0.35% |
| MARSHALL WACE, LLP | 08/13/2026 | 32.63 K | $637.84 K | 100.00% | 0.34% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 31.47 K | $615.30 K | -83.85% | 0.32% |
| CSS LLC/IL | 08/14/2026 | 26.82 K | $524.35 K | -15.24% | 0.28% |
| OPPENHEIMER & CO INC | 08/03/2026 | 24.04 K | $469.92 K | 1.42% | 0.25% |
| CAPITAL INVESTMENT ADVISORS, LLC | 08/06/2026 | 22.85 K | $446.64 K | -5.77% | 0.24% |
| HUDSON BAY CAPITAL MANAGEMENT LP | 08/14/2026 | 18.22 K | $356.24 K | -67.84% | 0.19% |
| FALCON WEALTH PLANNING | 07/13/2026 | 16.18 K | $316.30 K | 0.00% | 0.17% |
| MARINER, LLC | 08/13/2026 | 14.97 K | $292.75 K | 100.00% | 0.15% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 14.76 K | $288.60 K | 0.00% | 0.15% |
| UBS GROUP AG | 08/13/2026 | 13.94 K | $272.55 K | 293.15% | 0.14% |
| ACCURATE WEALTH MANAGEMENT, LLC | 07/15/2026 | 11.39 K | $227.76 K | -14.41% | 0.12% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 11.05 K | $216.10 K | -9.90% | 0.11% |
| BELPOINTE ASSET MANAGEMENT LLC | 07/31/2026 | 10.30 K | $201.37 K | 100.00% | 0.11% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 9.04 K | $176.77 K | 100.00% | 0.09% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 1.90 K | $37.20 K | -9.55% | 0.02% |
| TRUST CO OF VERMONT | 08/07/2026 | 1.75 K | $34.21 K | 100.00% | 0.02% |
| JPMORGAN CHASE & CO | 08/12/2026 | 1.07 K | $20.97 K | 100.00% | 0.01% |
| SIMPLEX TRADING, LLC | 08/12/2026 | 924 | $18.06 K | 100.00% | 0.01% |
| CALDWELL SUTTER CAPITAL, INC. | 08/05/2026 | 693 | $13.55 K | -97.30% | 0.01% |
| BRYN MAWR TRUST CO | 07/28/2026 | 500 | $9.78 K | -28.57% | 0.01% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 200 | $3.91 K | 0.00% | 0.00% |
| NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 08/14/2026 | 200 | $3.91 K | 0.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 07/15/2026 | 135 | $2.64 K | 0.00% | 0.00% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 3 | $59 | -25.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 07/23/2026 | 3 | $59 | -57.14% | 0.00% |
| CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 08/05/2026 | 2 | $39 | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1 | $28 | 0.00% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 07/28/2026 | 0 | $0 | -100.00% | 0.00% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| BARD ASSOCIATES INC | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 09/02/2026 | 0 | $0 | -100.00% | 0.00% |
| SOUND INCOME STRATEGIES, LLC | 07/20/2026 | 0 | $0 | -100.00% | 0.00% |
| FNY INVESTMENT ADVISERS, LLC | 07/08/2026 | 0 | $0 | -100.00% | 0.00% |
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ArrowMark Financial Corp institutional Ownership - FAQ's
During the previous two years, 54 institutional investors and hedge funds held shares of ArrowMark Financial Corp. The most heavily invested institutionals were:
ArrowMark Colorado Holdings LLC: 884,834
STIFEL FINANCIAL CORP: 139,071
ADVISOR GROUP HOLDINGS, INC.: 131,069
Noble Wealth Management PBC: 107,197
Everstar Asset Management, LLC: 59,632
Closed-End Fund Advisors, Inc.: 54,650
18.23% of ArrowMark Financial Corp stock is owned by institutional investors.
Institutional investors have bought a total of 2.49 M shares in the last 24 months. This purchase volume represents approximately $47.13 M in transactions.