ArrowMark Financial Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ARROWMARK COLORADO HOLDINGS LLC | 05/15/2026 | 884.83 K | $16.86 M | 9.50% | 11.33% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 194.85 K | $3.71 M | 25.40% | 2.49% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 138.96 K | $2.65 M | -10.81% | 1.78% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 113.84 K | $2.17 M | 143.16% | 1.46% |
| NOBLE WEALTH MANAGEMENT PBC | 04/02/2026 | 106.31 K | $2.03 M | 31.72% | 1.36% |
| ALMITAS CAPITAL LLC | 05/15/2026 | 73.25 K | $1.40 M | 100.00% | 0.94% |
| 05/11/2026 | 69.77 K | $1.33 M | 0.63% | 0.89% | |
| HUDSON BAY CAPITAL MANAGEMENT LP | 05/13/2026 | 56.67 K | $1.08 M | 100.00% | 0.73% |
| EVERSTAR ASSET MANAGEMENT, LLC | 04/16/2026 | 47.35 K | $902.40 K | 2.50% | 0.61% |
| MORGAN STANLEY | 05/15/2026 | 33.72 K | $642.67 K | 5.37% | 0.43% |
| CSS LLC/IL | 05/15/2026 | 31.64 K | $603.10 K | 100.00% | 0.41% |
| CALDWELL SUTTER CAPITAL, INC. | 05/06/2026 | 25.69 K | $489.71 K | 3,607.50% | 0.33% |
| CAPITAL INVESTMENT ADVISORS, LLC | 04/17/2026 | 24.25 K | $462.13 K | -6.73% | 0.31% |
| OPPENHEIMER & CO INC | 04/24/2026 | 23.70 K | $451.72 K | 5.11% | 0.30% |
| FALCON WEALTH PLANNING | 04/21/2026 | 16.18 K | $308.37 K | -7.89% | 0.21% |
| CITADEL ADVISORS LLC | 05/15/2026 | 16.10 K | $306.87 K | 31.97% | 0.21% |
| CATALINA CAPITAL GROUP, LLC | 04/23/2026 | 15.72 K | $299.57 K | 0.06% | 0.20% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 14.76 K | $281.36 K | 0.00% | 0.19% |
| ACCURATE WEALTH MANAGEMENT, LLC | 04/23/2026 | 13.31 K | $259.18 K | -8.34% | 0.17% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 12.90 K | $245.87 K | 100.00% | 0.17% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 12.27 K | $233.83 K | 11.42% | 0.16% |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 5.25 K | $100.07 K | 0.00% | 0.07% |
| FNY INVESTMENT ADVISERS, LLC | 04/15/2026 | 4.70 K | $89.00 K | 100.00% | 0.06% |
| UBS GROUP AG | 05/05/2026 | 3.55 K | $67.59 K | 266.70% | 0.05% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 2.10 K | $40.10 K | 100.00% | 0.03% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 04/13/2026 | 827 | $15.75 K | 100.00% | 0.01% |
| BRYN MAWR TRUST CO | 04/30/2026 | 700 | $13.34 K | 40.00% | 0.01% |
| SOUND INCOME STRATEGIES, LLC | 04/27/2026 | 453 | $8.71 K | 0.89% | 0.01% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 200 | $3.81 K | 0.00% | 0.00% |
| NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 05/05/2026 | 200 | $3.81 K | 0.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 04/06/2026 | 135 | $2.57 K | 0.00% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 100 | $1.87 K | 100.00% | 0.00% |
| BARD ASSOCIATES INC | 05/08/2026 | 82 | $1.56 K | -77.84% | 0.00% |
| SBI SECURITIES CO., LTD. | 04/28/2026 | 7 | $133 | 75.00% | 0.00% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 4 | $76 | -89.47% | 0.00% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1 | $28 | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| ROYAL BANK OF CANADA | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 0 | $0 | -100.00% | 0.00% |
| OXBOW ADVISORS, LLC | 04/27/2026 | 0 | $0 | -100.00% | 0.00% |
| GLOBAL WEALTH STRATEGIES & ASSOCIATES | 04/03/2026 | 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:
ArrowMark Colorado Holdings LLC: 884,834
RAYMOND JAMES FINANCIAL INC: 194,853
STIFEL FINANCIAL CORP: 138,963
ADVISOR GROUP HOLDINGS, INC.: 113,837
Noble Wealth Management PBC: 106,313
Almitas Capital LLC: 73,252
24.52% of ArrowMark Financial Corp stock is owned by institutional investors.
Institutional investors have bought a total of 2.56 M shares in the last 24 months. This purchase volume represents approximately $48.36 M in transactions.