Arrowmark FinancialBANX
13F holders, Q1 2024 (March 31)25holders
1famous investor
$19.01avg. 13F price*
At the end of Q1 2024, 25 institutions reported holding Arrowmark Financial Corp. (BANX) in their 13F filings. The largest holders were ArrowMark Colorado Holdings LLC ($8.5M), Greenwich Investment Management, Inc. ($6.1M) and Osaic Holdings, Inc. ($5.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Arrowmark Financial Corp.
- CUSIP
- 861780104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $340K |
| Exits | 4 | $669K |
Ownership 25 holders
| ArrowMark Colorado Holdings LLC | 0.10% | Add +0.3% | 446,677 | $8.5M |
| Greenwich Investment Management, Inc. | 4.76% | Add +1.0% | 318,250 | $6.1M |
| Osaic Holdings, Inc. | 0.01% | Add +4.5% | 279,314 | $5.3M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +3.2% | 229,144 | $4.4M |
| Stifel Financial Corp. | 0.00% | Add +1.5% | 197,332 | $3.7M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -1.5% | 59,622 | $1.1M |
| Punch & Associates Investment Management, Inc. | 0.06% | Reduce -26.9% | 54,000 | $1.0M |
| Bard Associates Inc. | 0.29% | Reduce -2.5% | 42,610 | $809K |
| Capital Investment Advisors, LLC | 0.01% | Add +3.1% | 33,250 | $632K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.8% | 19,899 | $378K |
| Citadel Advisors | 0.00% | Add +43.8% | 17,991 | $343K |
| Oppenheimer & Co. Inc. | 0.01% | New | 17,902 | $340K |
| Magnus Financial Group LLC | 0.03% | Add +5.5% | 12,077 | $229K |
| Oxbow Advisors, LLC | 0.03% | Reduce -40.9% | 11,220 | $213K |
| Morgan Stanley | 0.00% | Reduce -1.3% | 11,100 | $211K |
| Royal Bank of Canada | 0.00% | No change | 4,731 | $90K |
| Bank of America Corp. | 0.00% | No change | 4,550 | $86K |
| UMB Bank, n.a. | 0.00% | No change | 2,700 | $51K |
| Caldwell Sutter Capital, Inc. | 0.02% | Reduce -14.7% | 1,741 | $33K |
| Highlander Capital Management, LLC | 0.01% | No change | 1,600 | $30K |
| Wells Fargo & Company | 0.00% | Add +108300.0% | 1,084 | $21K |
| Pathway Financial Advisers, LLC | 0.01% | No change | 750 | $14K |
| UBS Group AG | 0.00% | Reduce -17.9% | 550 | $10K |
| Sound Income Strategies, LLC | 0.00% | No change | 450 | $9K |
| Allworth Financial LP | 0.00% | No change | 200 | $4K |
"% of holder's portfolio" is BANX's weight in each manager's 13F, not the share of Arrowmark Financial Corp. the manager owns.