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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Arrowmark Colorado Holdings Llc, Almitas Capital Llc, Osaic Holdings, Inc., Hudson Bay Capital Management Lp, and Raymond James Financial Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Arrowmark Colorado Holdings Llc | Buy | +76,758 | +9.5% | 884,834 | $16.86M | Q1 2026 | May 15, 2026 |
| Almitas Capital Llc | Buy | +73,252 | — | 73,252 | $1.40M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +67,021 | +143.2% | 113,837 | $2.17M | Q1 2026 | May 15, 2026 |
| Css Llc/Il | Buy | +31,642 | — | 31,642 | $603.10K | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +1,717 | +5.4% | 33,718 | $642.66K | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Buy | +100 | — | 100 | $1.87K | Q1 2026 | May 15, 2026 |
| Raymond James Financial Inc | Buy | +39,469 | +25.4% | 194,853 | $3.71M | Q1 2026 | May 14, 2026 |
| Hudson Bay Capital Management Lp | Buy | +56,666 | — | 56,666 | $1.08M | Q1 2026 | May 13, 2026 |
| Stifel Financial Corp | Sell | -16,841 | -10.8% | 138,963 | $2.65M | Q1 2026 | May 12, 2026 |
| Blue Bell Private Wealth Management, Llc | Buy | +2,104 | — | 2,104 | $40.10K | Q1 2026 | May 11, 2026 |
| Closed-End Fund Advisors, Inc. | Buy | +436 | +0.6% | 69,773 | $1.33M | Q1 2026 | May 11, 2026 |
| Bard Associates Inc | Sell | -288 | -77.8% | 82 | $1.56K | Q1 2026 | May 08, 2026 |
| Russell Investments Group, Ltd. | Sell | -34 | -89.5% | 4 | $76.00 | Q1 2026 | May 08, 2026 |
| Caldwell Sutter Capital, Inc. | Buy | +25,000 | +3607.5% | 25,693 | $489.71K | Q1 2026 | May 06, 2026 |
| Ubs Group Ag | Buy | +2,579 | +266.7% | 3,546 | $67.59K | Q1 2026 | May 05, 2026 |
| Wilmington Savings Fund Society, Fsb | Buy | +200 | +40.0% | 700 | $13.34K | Q1 2026 | Apr 30, 2026 |
| Sbi Securities Co., Ltd. | Buy | +3 | +75.0% | 7 | $133.00 | Q1 2026 | Apr 28, 2026 |
| Private Advisor Group, Llc | Buy | +1,257 | +11.4% | 12,268 | $233.83K | Q1 2026 | Apr 27, 2026 |
| Sound Income Strategies, Llc | Buy | +4 | +0.9% | 453 | $8.71K | Q1 2026 | Apr 27, 2026 |
| Oppenheimer & Co Inc | Buy | +1,153 | +5.1% | 23,700 | $451.72K | Q1 2026 | Apr 24, 2026 |
| Accurate Wealth Management, Llc | Sell | -1,211 | -8.3% | 13,305 | $259.18K | Q1 2026 | Apr 23, 2026 |
| Catalina Capital Group, Llc | Buy | +9 | +0.1% | 15,717 | $299.57K | Q1 2026 | Apr 23, 2026 |
| Falcon Wealth Planning | Sell | -1,385 | -7.9% | 16,179 | $308.37K | Q1 2026 | Apr 21, 2026 |
| Capital Investment Advisors, Llc | Sell | -1,750 | -6.7% | 24,246 | $462.13K | Q1 2026 | Apr 16, 2026 |
| Everstar Asset Management, Llc | Buy | +1,153 | +2.5% | 47,345 | $902.40K | Q1 2026 | Apr 16, 2026 |
| Fny Investment Advisers, Llc | Buy | +4,700 | — | 4,700 | $89.00K | Q1 2026 | Apr 15, 2026 |
| Creative Financial Designs Inc | Buy | +827 | — | 827 | $15.75K | Q1 2026 | Apr 13, 2026 |
| Noble Wealth Management Pbc | Buy | +25,602 | +31.7% | 106,313 | $2.03M | Q1 2026 | Apr 02, 2026 |
| Bank Of America Corp | Sell | -5,050 | -100.0% | 0 | $0.00 | Q1 2026 | Feb 17, 2026 |
| Royal Bank Of Canada | Sell | -1,030 | -100.0% | 0 | $0.00 | Q1 2026 | Feb 17, 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.
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