Fidelity D & D Bancorp, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 301,243 | $14.70 M | 3.86% | 5.22% |
| VANGUARD GROUP INC | 02/11/2025 | 256,723 | $12.53 M | 8.66% | 4.45% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 109,563 | $5.35 M | -0.33% | 1.90% |
| FIDELITY D & D BANCORP INC | 02/27/2025 | 96,382 | $4.70 M | 0.00% | 1.67% |
| CREATIVE PLANNING | 02/14/2025 | 40,794 | $1.99 M | 0.00% | 0.71% |
| 02/24/2025 | 36,414 | $1.62 M | 100.00% | 0.63% | |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 29,356 | $1.43 M | 2.23% | 0.51% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/10/2025 | 28,174 | $1.38 M | -9.75% | 0.49% |
| STIFEL FINANCIAL CORP | 02/13/2025 | 22,842 | $1.11 M | 0.00% | 0.40% |
| JPMORGAN CHASE & CO | 02/12/2025 | 20,373 | $994,203 | 129.30% | 0.35% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 16,232 | $792,122 | 30.20% | 0.28% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 14,450 | $705,099 | 1.83% | 0.25% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 13,021 | $635,425 | 0.00% | 0.23% |
| RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 10,300 | $502,640 | 3.00% | 0.18% |
| NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 9,080 | $443,104 | 0.00% | 0.16% |
| BARCLAYS PLC | 02/13/2025 | 8,991 | $439,000 | 11.54% | 0.16% |
| LEWIS ASSET MANAGEMENT, LLC | 01/23/2025 | 8,814 | $430,121 | 0.02% | 0.15% |
| TRUIST FINANCIAL CORP | 01/31/2025 | 8,259 | $403,039 | 0.00% | 0.14% |
| JACOBI CAPITAL MANAGEMENT LLC | 02/05/2025 | 7,943 | $387,627 | -50.47% | 0.14% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/07/2025 | 7,714 | $376,443 | 15.86% | 0.13% |
| RHUMBLINE ADVISERS | 01/30/2025 | 7,282 | $355,357 | 0.65% | 0.13% |
| MERCER GLOBAL ADVISORS INC /ADV | 02/14/2025 | 6,982 | $340,722 | 0.00% | 0.12% |
| DEUTSCHE BANK AG\ | 02/14/2025 | 6,624 | $323,251 | 85.91% | 0.11% |
| ZULLO INVESTMENT GROUP, INC. | 02/03/2025 | 5,943 | $290,018 | 0.00% | 0.10% |
| NORTHEAST FINANCIAL GROUP, INC. | 01/23/2025 | 4,810 | $234,728 | 0.00% | 0.08% |
| ALLIANCE WEALTH ADVISORS, LLC | 01/28/2025 | 4,462 | $217,731 | 0.07% | 0.08% |
| CITIGROUP INC | 02/12/2025 | 3,924 | $191,492 | 7.21% | 0.07% |
| ROYAL BANK OF CANADA | 02/14/2025 | 3,507 | $171,000 | 1.39% | 0.06% |
| UBS GROUP AG | 02/14/2025 | 3,385 | $165,188 | 50.11% | 0.06% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 2,790 | $136,152 | 27.81% | 0.05% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 02/13/2025 | 2,766 | $134,981 | 0.00% | 0.05% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 02/14/2025 | 2,700 | $131,760 | 5.55% | 0.05% |
| COREBRIDGE FINANCIAL, INC. | 02/11/2025 | 2,364 | $115,363 | -7.00% | 0.04% |
| NEW YORK STATE COMMON RETIREMENT FUND | 01/31/2025 | 2,039 | $100,000 | 0.00% | 0.04% |
| FMR LLC | 02/13/2025 | 1,739 | $84,863 | 3.51% | 0.03% |
| 02/11/2025 | 1,441 | $70,321 | 100.00% | 0.02% | |
| VALLEY NATIONAL ADVISERS INC | 01/24/2025 | 1,376 | $67,000 | 0.00% | 0.02% |
| CWM, LLC | 02/04/2025 | 1,240 | $61,000 | 1.31% | 0.02% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/13/2025 | 639 | $31,183 | 62.18% | 0.01% |
| BNP PARIBAS ARBITRAGE, SNC | 02/14/2025 | 587 | $28,646 | -38.21% | 0.01% |
| LEGAL & GENERAL GROUP PLC | 02/13/2025 | 445 | $21,716 | 0.00% | 0.01% |
| AMERITAS INVESTMENT PARTNERS, INC. | 02/13/2025 | 385 | $18,788 | 0.00% | 0.01% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 02/14/2025 | 344 | $16,787 | 0.00% | 0.01% |
| AMALGAMATED BANK | 02/04/2025 | 157 | $8,000 | 0.00% | 0.00% |
| STERLING CAPITAL MANAGEMENT LLC | 02/13/2025 | 153 | $7,466 | 920.00% | 0.00% |
| PEOPLES FINANCIAL SERVICES CORP. | 01/14/2025 | 146 | $7,123 | 0.00% | 0.00% |
| VERSANT CAPITAL MANAGEMENT, INC | 01/03/2025 | 79 | $3,855 | 100.00% | 0.00% |
| GAMMA INVESTING LLC | 01/03/2025 | 46 | $2,245 | 1,433.33% | 0.00% |
| CORECAP ADVISORS, LLC | 02/14/2025 | 38 | $1,854 | 100.00% | 0.00% |
| RIGGS ASSET MANAGMENT CO. INC. | 01/24/2025 | 28 | $1,350 | 100.00% | 0.00% |
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Fidelity D & D Bancorp, Inc. institutional Ownership - FAQ's
During the previous two years, 62 institutional investors and hedge funds held shares of Fidelity D & D Bancorp, Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 301,243
VANGUARD GROUP INC: 256,723
GEODE CAPITAL MANAGEMENT, LLC: 109,563
FIDELITY D & D BANCORP INC: 96,382
Creative Planning: 40,794
Bank of New York Mellon Corp: 29,356
21.89% of Fidelity D & D Bancorp, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 1.49 M shares in the last 24 months. This purchase volume represents approximately $68.15 M in transactions.