Pathfinder Bancorp, Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
MINERVA ADVISORS LLC | 02/04/2025 | 262,204 | $4.46 M | 0.00% | 4.30% |
ALLIANCEBERNSTEIN L.P. | 02/12/2025 | 288,511 | $5.05 M | 0.95% | 3.59% |
OPPENHEIMER & CLOSE, LLC | 02/11/2025 | 91,915 | $1.61 M | 0.00% | 1.51% |
FOURTHSTONE LLC | 02/13/2025 | 88,300 | $1.55 M | 10.76% | 1.10% |
INSPIRE INVESTING, LLC | 01/17/2025 | 58,960 | $1.01 M | 16.70% | 0.97% |
HAMILTON POINT INVESTMENT ADVISORS, LLC | 01/23/2025 | 38,429 | $672,508 | 0.00% | 0.63% |
VANGUARD GROUP INC | 02/11/2025 | 37,681 | $642,838 | 0.00% | 0.47% |
MONOGRAPH WEALTH ADVISORS, LLC | 02/18/2025 | 23,284 | $397,233 | -21.65% | 0.29% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 23,213 | $396,140 | 0.00% | 0.29% |
DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 19,640 | $335,059 | 5.55% | 0.24% |
CALDWELL SUTTER CAPITAL, INC. | 01/21/2025 | 14,773 | $257,648 | 0.00% | 0.24% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 14,712 | $250,987 | 31.90% | 0.18% |
ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 11,092 | $175,587 | -31.92% | 0.14% |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/14/2025 | 10,200 | $174,012 | 0.00% | 0.13% |
BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 7,709 | $134,908 | -6.74% | 0.13% |
ROYAL BANK OF CANADA | 02/14/2025 | 5,866 | $103,000 | 0.00% | 0.07% |
UBS GROUP AG | 02/14/2025 | 289 | $5,058 | 100.00% | 0.00% |
CWM, LLC | 02/04/2025 | 173 | $3,000 | 100.00% | 0.00% |
WELLS FARGO & COMPANY/MN | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
TOWER RESEARCH CAPITAL LLC (TRC) | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
Pathfinder Bancorp, Inc. institutional Ownership - FAQ's
During the previous two years, 30 institutional investors and hedge funds held shares of Pathfinder Bancorp, Inc.. The most heavily invested institutionals were:
ALLIANCEBERNSTEIN L.P.: 288,511
Minerva Advisors LLC: 262,204
Oppenheimer & Close, LLC: 91,915
Fourthstone LLC: 88,300
Inspire Investing, LLC: 58,960
Hamilton Point Investment Advisors, LLC: 38,429
16.58% of Pathfinder Bancorp, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 1.03 M shares in the last 24 months. This purchase volume represents approximately $17.94 M in transactions.