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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Arrowmark Colorado Holdings LlcBuy+76,758+9.5%884,834$16.86MQ1 2026May 15, 2026
Almitas Capital LlcBuy+73,252—73,252$1.40MQ1 2026May 15, 2026
Osaic Holdings, Inc.Buy+67,021+143.2%113,837$2.17MQ1 2026May 15, 2026
Css Llc/IlBuy+31,642—31,642$603.10KQ1 2026May 15, 2026
Morgan StanleyBuy+1,717+5.4%33,718$642.66KQ1 2026May 15, 2026
Jones Financial Companies LllpBuy+100—100$1.87KQ1 2026May 15, 2026
Raymond James Financial IncBuy+39,469+25.4%194,853$3.71MQ1 2026May 14, 2026
Hudson Bay Capital Management LpBuy+56,666—56,666$1.08MQ1 2026May 13, 2026
Stifel Financial CorpSell-16,841-10.8%138,963$2.65MQ1 2026May 12, 2026
Blue Bell Private Wealth Management, LlcBuy+2,104—2,104$40.10KQ1 2026May 11, 2026
Closed-End Fund Advisors, Inc.Buy+436+0.6%69,773$1.33MQ1 2026May 11, 2026
Bard Associates IncSell-288-77.8%82$1.56KQ1 2026May 08, 2026
Russell Investments Group, Ltd.Sell-34-89.5%4$76.00Q1 2026May 08, 2026
Caldwell Sutter Capital, Inc.Buy+25,000+3607.5%25,693$489.71KQ1 2026May 06, 2026
Ubs Group AgBuy+2,579+266.7%3,546$67.59KQ1 2026May 05, 2026
Wilmington Savings Fund Society, FsbBuy+200+40.0%700$13.34KQ1 2026Apr 30, 2026
Sbi Securities Co., Ltd.Buy+3+75.0%7$133.00Q1 2026Apr 28, 2026
Private Advisor Group, LlcBuy+1,257+11.4%12,268$233.83KQ1 2026Apr 27, 2026
Sound Income Strategies, LlcBuy+4+0.9%453$8.71KQ1 2026Apr 27, 2026
Oppenheimer & Co IncBuy+1,153+5.1%23,700$451.72KQ1 2026Apr 24, 2026
Accurate Wealth Management, LlcSell-1,211-8.3%13,305$259.18KQ1 2026Apr 23, 2026
Catalina Capital Group, LlcBuy+9+0.1%15,717$299.57KQ1 2026Apr 23, 2026
Falcon Wealth PlanningSell-1,385-7.9%16,179$308.37KQ1 2026Apr 21, 2026
Capital Investment Advisors, LlcSell-1,750-6.7%24,246$462.13KQ1 2026Apr 16, 2026
Everstar Asset Management, LlcBuy+1,153+2.5%47,345$902.40KQ1 2026Apr 16, 2026
Fny Investment Advisers, LlcBuy+4,700—4,700$89.00KQ1 2026Apr 15, 2026
Creative Financial Designs IncBuy+827—827$15.75KQ1 2026Apr 13, 2026
Noble Wealth Management PbcBuy+25,602+31.7%106,313$2.03MQ1 2026Apr 02, 2026
Bank Of America CorpSell-5,050-100.0%0$0.00Q1 2026Feb 17, 2026
Royal Bank Of CanadaSell-1,030-100.0%0$0.00Q1 2026Feb 17, 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.