ARROWMARK FINANCIAL CORP (BANX) Institutional Ownership Changes & 13F Activity

ARROWMARK FINANCIAL CORP (BANX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Alphacore Capital Llc, Hudson Bay Capital Management Lp, Marshall Wace, Llp, and Caldwell Sutter Capital, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Almitas Capital LlcSell-22,409-30.6%50,843$993.98KQ2 2026Aug 17, 2026
Raymond James Financial IncSell-163,380-83.8%31,473$615.29KQ2 2026Aug 14, 2026
Hudson Bay Capital Management LpSell-38,444-67.8%18,222$356.24KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+17,232+15.1%131,069$2.56MQ2 2026Aug 14, 2026
Css Llc/IlSell-4,821-15.2%26,821$524.35KQ2 2026Aug 14, 2026
Marshall Wace, LlpBuy+32,62632,626$637.84KQ2 2026Aug 13, 2026
Mariner, LlcBuy+14,97414,974$292.75KQ2 2026Aug 13, 2026
Ubs Group AgBuy+10,395+293.1%13,941$272.55KQ2 2026Aug 13, 2026
Morgan StanleySell-22-0.1%33,696$658.76KQ2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+1,0731,073$20.97KQ2 2026Aug 12, 2026
Simplex Trading, LlcBuy+924924$18.06KQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+108+0.1%139,071$2.72MQ2 2026Aug 12, 2026
Alphacore Capital LlcBuy+40,25840,258$787.04KQ2 2026Aug 06, 2026
Capital Investment Advisors, LlcSell-1,400-5.8%22,846$446.64KQ2 2026Aug 06, 2026
Blue Bell Private Wealth Management, LlcSell-201-9.6%1,903$37.20KQ2 2026Aug 06, 2026
Russell Investments Group, Ltd.Sell-1-25.0%3$59.00Q2 2026Aug 06, 2026
Caldwell Sutter Capital, Inc.Sell-25,000-97.3%693$13.55KQ2 2026Aug 05, 2026
Caitong International Asset Management Co., LtdBuy+22$39.00Q2 2026Aug 05, 2026
Everstar Asset Management, LlcBuy+12,287+26.0%59,632$1.17MQ2 2026Aug 03, 2026
Oppenheimer & Co IncBuy+337+1.4%24,037$469.92KQ2 2026Aug 03, 2026
Belpointe Asset Management LlcBuy+10,30010,300$201.37KQ2 2026Jul 31, 2026
Wilmington Savings Fund Society, FsbSell-200-28.6%500$9.78KQ2 2026Jul 28, 2026
Closed-End Fund Advisors, Inc.Sell-15,123-21.7%54,650$1.07MQ2 2026Jul 27, 2026
Private Advisor Group, LlcSell-1,214-9.9%11,054$216.10KQ2 2026Jul 27, 2026
Sbi Securities Co., Ltd.Sell-4-57.1%3$59.00Q2 2026Jul 23, 2026
Accurate Wealth Management, LlcSell-1,917-14.4%11,388$227.76KQ2 2026Jul 15, 2026
Noble Wealth Management PbcBuy+884+0.8%107,197$2.10MQ2 2026Jul 01, 2026
Mai Capital ManagementSell-5,250-100.0%0$0.00Q2 2026May 15, 2026
Jones Financial Companies LllpSell-100-100.0%0$0.00Q2 2026May 15, 2026
Bard Associates IncSell-82-100.0%0$0.00Q2 2026May 08, 2026
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Frequently asked questions about BANX activity

  • Which institutional owners are buying BANX?

    Institutional owners buying BANX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BANX activity?

    "Buy" means an investor increased their reported position in BANX compared to the prior reporting period. This reflects growing exposure to ARROWMARK FINANCIAL CORP (BANX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BANX increasing?

    Institutional interest in BANX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.