ArrowMark Financial Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ARROWMARK COLORADO HOLDINGS LLC | 02/17/2026 | 808.08 K | $17.63 M | 488.43% | 11.34% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 155.80 K | $3.40 M | 1.49% | 2.19% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 155.38 K | $3.39 M | -13.23% | 2.18% |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 80.71 K | $1.76 M | 3.90% | 1.13% |
| 02/11/2026 | 69.34 K | $1.51 M | 100.00% | 0.97% | |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 46.82 K | $1.02 M | 36.86% | 0.66% |
| EVERSTAR ASSET MANAGEMENT, LLC | 02/05/2026 | 46.19 K | $1.00 M | 4.54% | 0.65% |
| MORGAN STANLEY | 02/13/2026 | 32.00 K | $698.27 K | 3.43% | 0.45% |
| CAPITAL INVESTMENT ADVISORS, LLC | 01/13/2026 | 26.00 K | $567.23 K | -5.46% | 0.36% |
| OPPENHEIMER & CO INC | 02/02/2026 | 22.55 K | $491.98 K | 1.14% | 0.32% |
| FALCON WEALTH PLANNING | 02/03/2026 | 17.56 K | $383.25 K | -6.88% | 0.25% |
| CATALINA CAPITAL GROUP, LLC | 01/16/2026 | 15.71 K | $342.75 K | 0.19% | 0.22% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 14.76 K | $322.11 K | 0.00% | 0.21% |
| ACCURATE WEALTH MANAGEMENT, LLC | 01/14/2026 | 14.52 K | $319.93 K | 0.99% | 0.20% |
| CITADEL ADVISORS LLC | 02/17/2026 | 12.20 K | $266.20 K | 100.00% | 0.17% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 11.01 K | $240.26 K | 17.76% | 0.15% |
| OXBOW ADVISORS, LLC | 02/04/2026 | 10.89 K | $237.62 K | 0.00% | 0.15% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 10.18 K | $222.00 K | 0.40% | 0.14% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 5.25 K | $114.56 K | 0.00% | 0.07% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 5.05 K | $110.19 K | 65.57% | 0.07% |
| TRUST CO OF VERMONT | 01/16/2026 | 1.75 K | $38.19 K | 0.00% | 0.02% |
| ROYAL BANK OF CANADA | 02/17/2026 | 1.03 K | $22.00 K | 100.00% | 0.01% |
| UBS GROUP AG | 01/29/2026 | 967 | $21.10 K | 117.30% | 0.01% |
| CALDWELL SUTTER CAPITAL, INC. | 01/30/2026 | 693 | $15.12 K | 0.00% | 0.01% |
| GLOBAL WEALTH STRATEGIES & ASSOCIATES | 01/02/2026 | 511 | $11.15 K | 100.00% | 0.01% |
| BRYN MAWR TRUST CO | 02/12/2026 | 500 | $10.91 K | 0.00% | 0.01% |
| SOUND INCOME STRATEGIES, LLC | 01/21/2026 | 449 | $9.58 K | 0.00% | 0.01% |
| BARD ASSOCIATES INC | 02/13/2026 | 370 | $8.46 K | -98.64% | 0.01% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 200 | $4.36 K | 0.00% | 0.00% |
| NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 01/21/2026 | 200 | $4.36 K | 0.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 01/15/2026 | 135 | $2.95 K | 100.00% | 0.00% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 38 | $829 | 660.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 02/03/2026 | 4 | $87 | -60.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1 | $20 | 0.00% | 0.00% |
| FMR LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| UMB BANK, N.A. | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| MARSHALL WACE, LLP | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| SIMPLEX TRADING, LLC | 02/11/2026 | 0 | $0 | -100.00% | 0.00% |
| BELPOINTE ASSET MANAGEMENT LLC | 01/27/2026 | 0 | $0 | -100.00% | 0.00% |
| PATHWAY FINANCIAL ADVISERS, LLC | 02/06/2026 | 0 | $0 | -100.00% | 0.00% |
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ArrowMark Financial Corp institutional Ownership - FAQ's
During the previous two years, 51 institutional investors and hedge funds held shares of ArrowMark Financial Corp. The most heavily invested institutionals were:
Noble Wealth Management PBC: 106,313
Everstar Asset Management, LLC: 47,345
Capital Investment Advisors, LLC: 24,246
OPPENHEIMER & CO INC: 23,700
Falcon Wealth Planning: 16,179
Catalina Capital Group, LLC: 15,717
21.81% of ArrowMark Financial Corp stock is owned by institutional investors.
Institutional investors have bought a total of 2.21 M shares in the last 24 months. This purchase volume represents approximately $41.74 M in transactions.