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..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Almitas Capital Llc | Sell | -22,409 | -30.6% | 50,843 | $993.98K | Q2 2026 | Aug 17, 2026 |
| Raymond James Financial Inc | Sell | -163,380 | -83.8% | 31,473 | $615.29K | Q2 2026 | Aug 14, 2026 |
| Hudson Bay Capital Management Lp | Sell | -38,444 | -67.8% | 18,222 | $356.24K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +17,232 | +15.1% | 131,069 | $2.56M | Q2 2026 | Aug 14, 2026 |
| Css Llc/Il | Sell | -4,821 | -15.2% | 26,821 | $524.35K | Q2 2026 | Aug 14, 2026 |
| Marshall Wace, Llp | Buy | +32,626 | — | 32,626 | $637.84K | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Buy | +14,974 | — | 14,974 | $292.75K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +10,395 | +293.1% | 13,941 | $272.55K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -22 | -0.1% | 33,696 | $658.76K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +1,073 | — | 1,073 | $20.97K | Q2 2026 | Aug 12, 2026 |
| Simplex Trading, Llc | Buy | +924 | — | 924 | $18.06K | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Buy | +108 | +0.1% | 139,071 | $2.72M | Q2 2026 | Aug 12, 2026 |
| Alphacore Capital Llc | Buy | +40,258 | — | 40,258 | $787.04K | Q2 2026 | Aug 06, 2026 |
| Capital Investment Advisors, Llc | Sell | -1,400 | -5.8% | 22,846 | $446.64K | Q2 2026 | Aug 06, 2026 |
| Blue Bell Private Wealth Management, Llc | Sell | -201 | -9.6% | 1,903 | $37.20K | Q2 2026 | Aug 06, 2026 |
| Russell Investments Group, Ltd. | Sell | -1 | -25.0% | 3 | $59.00 | Q2 2026 | Aug 06, 2026 |
| Caldwell Sutter Capital, Inc. | Sell | -25,000 | -97.3% | 693 | $13.55K | Q2 2026 | Aug 05, 2026 |
| Caitong International Asset Management Co., Ltd | Buy | +2 | — | 2 | $39.00 | Q2 2026 | Aug 05, 2026 |
| Everstar Asset Management, Llc | Buy | +12,287 | +26.0% | 59,632 | $1.17M | Q2 2026 | Aug 03, 2026 |
| Oppenheimer & Co Inc | Buy | +337 | +1.4% | 24,037 | $469.92K | Q2 2026 | Aug 03, 2026 |
| Belpointe Asset Management Llc | Buy | +10,300 | — | 10,300 | $201.37K | Q2 2026 | Jul 31, 2026 |
| Wilmington Savings Fund Society, Fsb | Sell | -200 | -28.6% | 500 | $9.78K | Q2 2026 | Jul 28, 2026 |
| Closed-End Fund Advisors, Inc. | Sell | -15,123 | -21.7% | 54,650 | $1.07M | Q2 2026 | Jul 27, 2026 |
| Private Advisor Group, Llc | Sell | -1,214 | -9.9% | 11,054 | $216.10K | Q2 2026 | Jul 27, 2026 |
| Sbi Securities Co., Ltd. | Sell | -4 | -57.1% | 3 | $59.00 | Q2 2026 | Jul 23, 2026 |
| Accurate Wealth Management, Llc | Sell | -1,917 | -14.4% | 11,388 | $227.76K | Q2 2026 | Jul 15, 2026 |
| Noble Wealth Management Pbc | Buy | +884 | +0.8% | 107,197 | $2.10M | Q2 2026 | Jul 01, 2026 |
| Mai Capital Management | Sell | -5,250 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Sell | -100 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Bard Associates Inc | Sell | -82 | -100.0% | 0 | $0.00 | Q2 2026 | May 08, 2026 |
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.
Related BANX Institutional Insights
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- BANX Insider Trading & SEC Form 4 Activity
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