William Penn Bancorporation Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
VANGUARD GROUP INC | 02/11/2025 | 490,354 | $5.88 M | -2.15% | 5.98% |
ALLIANCEBERNSTEIN L.P. | 02/12/2025 | 420,557 | $5.05 M | 100.00% | 5.13% |
DEPRINCE RACE & ZOLLO INC | 02/14/2025 | 250,951 | $3.01 M | 26.07% | 3.08% |
GARDNER LEWIS ASSET MANAGEMENT L P | 02/12/2025 | 235,586 | $2.83 M | 100.00% | 2.89% |
RUSSELL INVESTMENTS GROUP, LTD. | 02/13/2025 | 195,036 | $2.34 M | -5.80% | 2.38% |
MANGROVE PARTNERS | 02/14/2025 | 119,274 | $1.43 M | -4.99% | 1.47% |
YAKIRA CAPITAL MANAGEMENT, INC. | 02/13/2025 | 115,177 | $1.38 M | 100.00% | 1.41% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 83,376 | $1.00 M | -0.10% | 1.02% |
OPPENHEIMER & CLOSE, LLC | 02/11/2025 | 75,000 | $900,000 | 0.00% | 0.92% |
DE LISLE PARTNERS LLP | 02/13/2025 | 65,682 | $789,169 | 318.84% | 0.81% |
BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 58,304 | $699,648 | 10.22% | 0.72% |
KENNEDY INVESTMENT GROUP | 01/22/2025 | 55,619 | $667,428 | 0.00% | 0.68% |
PROSPECTOR PARTNERS LLC | 02/13/2025 | 52,800 | $633,600 | -19.02% | 0.65% |
DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 52,357 | $628,292 | 66.35% | 0.64% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 38,551 | $462,612 | 100.00% | 0.47% |
RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 34,400 | $412,800 | 79.17% | 0.42% |
ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 31,058 | $380,460 | 0.00% | 0.38% |
PRELUDE CAPITAL MANAGEMENT, LLC | 02/14/2025 | 28,047 | $336,564 | 100.00% | 0.34% |
QUBE RESEARCH & TECHNOLOGIES LTD | 02/14/2025 | 27,878 | $334,536 | 77.58% | 0.34% |
RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 27,162 | $325,944 | 100.00% | 0.33% |
UBS GROUP AG | 02/14/2025 | 17,820 | $213,840 | 100.00% | 0.22% |
CSS LLC/IL | 02/18/2025 | 15,148 | $181,776 | 100.00% | 0.19% |
MASSMUTUAL TRUST CO FSB/ADV | 01/16/2025 | 14,905 | $178,860 | 100.00% | 0.18% |
WITTENBERG INVESTMENT MANAGEMENT, INC. | 02/13/2025 | 12,219 | $146,628 | -54.95% | 0.15% |
CITIGROUP INC | 02/12/2025 | 6,315 | $75,780 | -35.98% | 0.08% |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 02/12/2025 | 5,465 | $65,580 | 100.00% | 0.07% |
ACADIAN ASSET MANAGEMENT LLC | 02/11/2025 | 4,027 | $48,000 | 0.00% | 0.05% |
ROYAL BANK OF CANADA | 02/14/2025 | 2,100 | $25,000 | -74.39% | 0.03% |
AMERICAN CAPITAL ADVISORY, LLC | 01/28/2025 | 2,000 | $24,000 | 0.00% | 0.02% |
BARCLAYS PLC | 02/13/2025 | 1,195 | $14,000 | -40.22% | 0.01% |
TOWER RESEARCH CAPITAL LLC (TRC) | 02/13/2025 | 1,104 | $13,248 | 672.03% | 0.01% |
CAPTRUST FINANCIAL ADVISORS | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
SCHONFELD STRATEGIC ADVISORS LLC | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
KINGSVIEW WEALTH MANAGEMENT, LLC | 01/28/2025 | 0 | $0 | -100.00% | 0.00% |
William Penn Bancorporation institutional Ownership - FAQ's
During the previous two years, 42 institutional investors and hedge funds held shares of William Penn Bancorporation. The most heavily invested institutionals were:
VANGUARD GROUP INC: 490,354
ALLIANCEBERNSTEIN L.P.: 420,557
DEPRINCE RACE & ZOLLO INC: 250,951
GARDNER LEWIS ASSET MANAGEMENT L P: 235,586
Russell Investments Group, Ltd.: 195,036
MANGROVE PARTNERS: 119,274
32.35% of William Penn Bancorporation stock is owned by institutional investors.
Institutional investors have bought a total of 3.55 M shares in the last 24 months. This purchase volume represents approximately $41.57 M in transactions.