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BANX Holdings Changes image
This page summarizes the BANX holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2023 period, comparing share count change from 9/30/2023 to 12/31/2023. Share count is compared over these two periods to provide an indication of whether BANX is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer9/30/2023
 Share Count 
12/31/2023
 Share Count 
Change% Change
13F Filers Increasing BANX Share Count
UBS Group AG 210 670 +460 +219.05%
Punch & Associates Investment Management Inc. 68,070 73,897 +5,827 +8.56%
Raymond James Financial Services Advisors Inc. 205,626 222,034 +16,408 +7.98%
Morgan Stanley 10,540 11,241 +701 +6.65%
Capital Investment Advisors LLC 31,000 32,250 +1,250 +4.03%
Advisor Group Holdings Inc. 259,507 267,243 +7,736 +2.98%
Magnus Financial Group LLC 11,170 11,446 +276 +2.47%
RMB Capital Management LLC 10,000 10,244 +244 +2.44%
13F Filers Reporting New Positions In BANX
Proequities Inc. 0 0 UNCH 100%
Citadel Advisors LLC 0 12,515 +12,515 +100%
Tower Research Capital LLC TRC 0 61 +61 +100%
Able Wealth Management LLC 0 552 +552 +100%
13F Filers With Unchanged Share Count
Bank of America Corp DE 4,550 4,550 UNCH 0.00%
Wells Fargo & Company MN 1 1 UNCH 0.00%
Caldwell Sutter Capital Inc. 2,041 2,041 UNCH 0.00%
UMB Bank N A MO 2,700 2,700 UNCH 0.00%
Royal Bank of Canada 4,731 4,731 UNCH 0.00%
Highlander Capital Management LLC 1,600 1,600 UNCH 0.00%
Allworth Financial LP 200 200 UNCH 0.00%
Sound Income Strategies LLC 450 450 UNCH 0.00%
13F Filers Decreasing BANX Share Count
The PNC Financial Services Group Inc. 66,000 26,000 -40,000 -60.61%
Stifel Financial Corp 219,140 194,350 -24,790 -11.31%
ArrowMark Colorado Holdings LLC 480,609 445,576 -35,033 -7.29%
Oxbow Advisors LLC 20,220 18,968 -1,252 -6.19%
Beacon Pointe Advisors LLC 63,162 60,522 -2,640 -4.18%
Cambridge Investment Research Advisors Inc. 20,930 20,473 -457 -2.18%
Greenwich Investment Management Inc. 321,466 314,976 -6,490 -2.02%
Bard Associates Inc. 44,091 43,690 -401 -0.91%
13F Filers Exiting BANX
United Capital Financial Advisers LLC 24,500 0 -24,500 -100.00%

See Summary: Institutional Holders of BANX
See Details: Top 10 Hedge Funds Holding BANX
Also See: BANX Insider Buying

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