Waterstone Financial, 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 | 1.56 M | $20.92 M | 0.24% | 8.48% |
DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 1.51 M | $20.34 M | -0.28% | 8.25% |
RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 1.19 M | $16.03 M | -2.69% | 6.50% |
VANGUARD GROUP INC | 02/11/2025 | 942,749 | $12.67 M | -8.07% | 5.14% |
RHINO INVESTMENT PARTNERS, INC | 02/14/2025 | 743,233 | $9.99 M | -4.04% | 4.05% |
STATE STREET CORP | 02/14/2025 | 456,654 | $6.14 M | -1.21% | 2.49% |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/14/2025 | 431,520 | $5.80 M | 0.87% | 2.35% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 396,367 | $5.33 M | -0.02% | 2.16% |
FOUNDRY PARTNERS, LLC | 02/12/2025 | 204,790 | $2.75 M | -0.18% | 1.12% |
AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 153,141 | $2.06 M | -1.40% | 0.83% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 144,733 | $1.95 M | -1.50% | 0.79% |
GOLDMAN SACHS GROUP INC | 02/11/2025 | 117,815 | $1.58 M | 4.22% | 0.64% |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/12/2025 | 110,709 | $1.49 M | 8.41% | 0.60% |
JOHN G ULLMAN & ASSOCIATES INC | 02/05/2025 | 108,342 | $1.46 M | 19.29% | 0.59% |
JPMORGAN CHASE & CO | 02/12/2025 | 85,628 | $1.15 M | 64.95% | 0.47% |
EMPOWERED FUNDS, LLC | 01/28/2025 | 77,773 | $1.05 M | 5.00% | 0.42% |
BANK OF NEW YORK MELLON CORP | 02/04/2025 | 76,747 | $1.03 M | -6.47% | 0.42% |
NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 66,292 | $890,964 | 0.00% | 0.36% |
FMR LLC | 02/13/2025 | 62,268 | $836,882 | -12.35% | 0.34% |
TETON ADVISORS, INC. | 02/13/2025 | 60,000 | $806,400 | -4.76% | 0.33% |
DEAN INVESTMENT ASSOCIATES, LLC | 02/13/2025 | 50,176 | $674,365 | -53.15% | 0.27% |
INVESCO LTD. | 02/13/2025 | 49,830 | $669,716 | 1.12% | 0.27% |
AQR CAPITAL MANAGEMENT LLC | 02/14/2025 | 39,083 | $525,275 | 3.47% | 0.21% |
FOURTHSTONE LLC | 02/13/2025 | 37,511 | $504,148 | 100.00% | 0.20% |
D. E. SHAW & CO., INC. | 02/14/2025 | 37,220 | $500,237 | 11.48% | 0.20% |
DEAN CAPITAL MANAGEMENT | 02/14/2025 | 33,819 | $454,527 | -49.81% | 0.18% |
TWO SIGMA ADVISERS, LP | 02/14/2025 | 32,982 | $443,278 | -1.79% | 0.18% |
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2025 | 30,317 | $407,460 | -2.54% | 0.17% |
PROFICIO CAPITAL PARTNERS LLC | 02/05/2025 | 27,135 | $27,135 | 100.00% | 0.15% |
RHUMBLINE ADVISERS | 01/30/2025 | 26,652 | $358,208 | -1.28% | 0.15% |
TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 24,475 | $328,944 | 2.78% | 0.13% |
COMMONWEALTH EQUITY SERVICES, LLC | 02/10/2025 | 24,213 | $325,000 | 27.52% | 0.13% |
STATE OF WISCONSIN INVESTMENT BOARD | 02/14/2025 | 24,200 | $325,248 | -13.26% | 0.13% |
BARCLAYS PLC | 02/13/2025 | 24,187 | $325,000 | 16.15% | 0.13% |
MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 21,882 | $294,094 | 108.66% | 0.12% |
GSA CAPITAL PARTNERS LLP | 02/07/2025 | 21,812 | $293,000 | 10.07% | 0.12% |
LEGATO CAPITAL MANAGEMENT LLC | 01/29/2025 | 21,267 | $285,828 | -49.35% | 0.12% |
ALLIANCEBERNSTEIN L.P. | 02/12/2025 | 20,580 | $276,595 | 0.00% | 0.11% |
JANE STREET GROUP, LLC | 02/14/2025 | 19,915 | $267,657 | -31.52% | 0.11% |
ROYAL BANK OF CANADA | 02/14/2025 | 17,797 | $239,000 | 6.58% | 0.10% |
LOS ANGELES CAPITAL MANAGEMENT LLC | 02/04/2025 | 16,875 | $226,800 | -19.55% | 0.09% |
RMB CAPITAL MANAGEMENT, LLC | 02/13/2025 | 16,489 | $221,612 | -9.37% | 0.09% |
QUANTINNO CAPITAL MANAGEMENT LP | 02/14/2025 | 15,084 | $202,729 | 100.00% | 0.08% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 14,639 | $196,748 | 100.00% | 0.08% |
QUADRATURE CAPITAL LTD | 02/13/2025 | 14,548 | $195,671 | 100.00% | 0.08% |
CITIGROUP INC | 02/12/2025 | 12,564 | $168,861 | 6.30% | 0.07% |
FIRST TRUST ADVISORS LP | 02/13/2025 | 11,771 | $158,202 | 0.00% | 0.06% |
FARTHER FINANCE ADVISORS, LLC | 02/10/2025 | 11,421 | $153,496 | -0.07% | 0.06% |
UBS GROUP AG | 02/14/2025 | 10,871 | $146,106 | -19.02% | 0.06% |
DEUTSCHE BANK AG\ | 02/14/2025 | 10,607 | $142,558 | 100.00% | 0.06% |
Waterstone Financial, Inc. institutional Ownership - FAQ's
During the previous two years, 129 institutional investors and hedge funds held shares of Waterstone Financial, Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 1.56 M
DIMENSIONAL FUND ADVISORS LP: 1.51 M
RENAISSANCE TECHNOLOGIES LLC: 1.19 M
VANGUARD GROUP INC: 942,749
rhino investment partners, Inc: 743,233
STATE STREET CORP: 456,654
53.11% of Waterstone Financial, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 14.29 M shares in the last 24 months. This purchase volume represents approximately $184.10 M in transactions.