BANX

ArrowMark Financial
BANX

Overview Fund Activity

25 hedge funds and large institutions have $24.3M invested in ArrowMark Financial in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 0 closing their positions.

Holders
25
Holders Change
–
Holders Change %
0%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
1
Increased
5
Reduced
10
Closed
–
Calls
$199K
Puts
–
Net Calls
+$199K
Net Calls Change
-$16K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$4.5M
2
FWP
2
Falcon Wealth Planning
California
$264K
3
OC
3
Oppenheimer & Co
New York
$357K
4
CIA
4
Capital Investment Advisors
Georgia
$631K
5
MFG
5
Magnus Financial Group
New York
$228K

Top Sellers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$4.44M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.49M
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$292K
4
GIM
4
Greenwich Investment Management
Connecticut
$5.52M
5
Stifel Financial
5
Stifel Financial
Missouri
$3.44M
Name Market Value Shares Shares
Change 		Shares
Change %
GIM
1
Greenwich Investment Management
Connecticut
$5.52M 299,275 -18,975 -6%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$4.5M 244,136 +14,992 +7%
ACH
3
ArrowMark Colorado Holdings
Colorado
$4.44M 240,868 -205,809 -46%
Stifel Financial
4
Stifel Financial
Missouri
$3.44M 186,706 -10,626 -5%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.49M 81,069 -198,245 -71%
BPA
6
Beacon Pointe Advisors
California
$1.1M 59,616 -6 -0%
BA
7
Bard Associates
Illinois
$786K 42,610 – –
CIA
8
Capital Investment Advisors
Georgia
$631K 34,250 +1,000 +3%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$368K 19,962 +63 +0.3%
OC
10
Oppenheimer & Co
New York
$357K 19,374 +1,472 +8%
PAIM
11
Punch & Associates Investment Management
Minnesota
$292K 15,815 -38,185 -71%
FWP
12
Falcon Wealth Planning
California
$264K 14,308 +14,308 New
MFG
13
Magnus Financial Group
New York
$228K 12,372 +295 +2%
Citadel Advisors
14
Citadel Advisors
Florida
$213K 11,529 -6,462 -36%
OA
15
Oxbow Advisors
Texas
$203K 10,990 -230 -2%
Morgan Stanley
16
Morgan Stanley
New York
$195K 10,566 -534 -5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$87K 4,731 – –
Bank of America
18
Bank of America
North Carolina
$83.9K 4,550 – –
UB
19
UMB Bank
Missouri
$49.8K 2,700 – –
CSC
20
Caldwell Sutter Capital
California
$32.1K 1,741 – –
Wells Fargo
21
Wells Fargo
California
$20K 1,083 -1 -0.1%
PFA
22
Pathway Financial Advisers
Indiana
$13.8K 750 – –
UBS Group
23
UBS Group
Switzerland
$10.1K 550 – –
SIS
24
Sound Income Strategies
Florida
$8.3K 450 – –
AF
25
Allworth Financial
California
$3.87K 200 – –
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