William Penn Bancorporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 05/15/2025 | 549.38 K | $6.00 M | 30.63% | 6.75% |
| VANGUARD GROUP INC | 05/09/2025 | 430.84 K | $4.70 M | -12.14% | 5.29% |
| DEPRINCE RACE & ZOLLO INC | 05/15/2025 | 324.00 K | $3.54 M | 29.11% | 3.98% |
| GARDNER LEWIS ASSET MANAGEMENT L P | 05/12/2025 | 275.12 K | $3.00 M | 16.78% | 3.38% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/13/2025 | 265.23 K | $2.90 M | 35.99% | 3.26% |
| MANGROVE PARTNERS | 05/15/2025 | 119.27 K | $1.30 M | 0.00% | 1.47% |
| YAKIRA CAPITAL MANAGEMENT, INC. | 05/14/2025 | 106.64 K | $1.16 M | -7.41% | 1.31% |
| TABOR ASSET MANAGEMENT, LP | 05/05/2025 | 106.64 K | $1.16 M | 100.00% | 1.31% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 84.05 K | $918.16 K | 0.80% | 1.03% |
| OPPENHEIMER & CLOSE, LLC | 04/29/2025 | 75.00 K | $819.00 K | 0.00% | 0.92% |
| DE LISLE PARTNERS LLP | 05/08/2025 | 65.68 K | $717.58 K | 0.00% | 0.81% |
| DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 61.95 K | $676.40 K | 18.31% | 0.76% |
| KENNEDY INVESTMENT GROUP | 04/22/2025 | 55.62 K | $607.36 K | 0.00% | 0.68% |
| BLACKROCK, INC. | 05/02/2025 | 55.43 K | $605.31 K | -4.93% | 0.68% |
| PROSPECTOR PARTNERS LLC | 05/13/2025 | 52.80 K | $576.58 K | 0.00% | 0.65% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 05/15/2025 | 45.38 K | $495.51 K | 61.79% | 0.56% |
| STATE STREET CORP | 05/15/2025 | 43.50 K | $474.97 K | 0.00% | 0.53% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 38.32 K | $418.49 K | -0.59% | 0.47% |
| ADVISOR GROUP HOLDINGS, INC. | 05/12/2025 | 31.86 K | $347.95 K | 2.59% | 0.39% |
| RAYMOND JAMES FINANCIAL INC | 05/13/2025 | 27.16 K | $296.61 K | 0.00% | 0.33% |
| OXFORD ASSET MANAGEMENT LLP | 08/14/2025 | 25.67 K | $280.34 K | 18.23% | 0.32% |
| UBS GROUP AG | 05/13/2025 | 24.54 K | $267.96 K | 37.70% | 0.30% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2025 | 22.30 K | $243.52 K | -35.17% | 0.27% |
| JANE STREET GROUP, LLC | 05/19/2025 | 17.88 K | $195.24 K | 100.00% | 0.22% |
| NORTHERN TRUST CORP | 05/13/2025 | 15.95 K | $174.21 K | 0.00% | 0.20% |
| MORGAN STANLEY | 05/15/2025 | 12.51 K | $136.61 K | -64.13% | 0.15% |
| WITTENBERG INVESTMENT MANAGEMENT, INC. | 05/12/2025 | 12.22 K | $133.43 K | 0.00% | 0.15% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2025 | 11.94 K | $130.33 K | -57.19% | 0.15% |
| CITIGROUP INC | 05/12/2025 | 5.70 K | $62.29 K | -9.68% | 0.07% |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 05/12/2025 | 5.47 K | $59.68 K | 0.00% | 0.07% |
| ROYAL BANK OF CANADA | 11/21/2025 | 2.10 K | $23.00 K | 0.00% | 0.03% |
| AMERICAN CAPITAL ADVISORY, LLC | 04/28/2025 | 2.00 K | $21.84 K | 0.00% | 0.02% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2025 | 437 | $4.77 K | -60.42% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 05/15/2025 | 63 | $688 | 5.00% | 0.00% |
| BARCLAYS PLC | 05/15/2025 | 0 | $0 | -100.00% | 0.00% |
| ACADIAN ASSET MANAGEMENT LLC | 05/21/2025 | 0 | $0 | -100.00% | 0.00% |
| CSS LLC/IL | 05/15/2025 | 0 | $0 | -100.00% | 0.00% |
| MASSMUTUAL TRUST CO FSB/ADV | 04/01/2025 | 0 | $0 | -100.00% | 0.00% |
William Penn Bancorporation institutional Ownership - FAQ's
During the previous two years, 5 institutional investors and hedge funds held shares of William Penn Bancorporation. The most heavily invested institutionals were:
RAYMOND JAMES & ASSOCIATES: 26,162
Dryden Capital, LLC: 228,560
BlackRock Inc.: 49,237
PRICE MICHAEL F: 455,000
Moab Capital Partners LLC: 197,313
36.52% of William Penn Bancorporation stock is owned by institutional investors.
Institutional investors have bought a total of 956.27 K shares in the last 24 months. This purchase volume represents approximately $11.78 M in transactions.