HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing FBIZ Share Count | ||||
| Citigroup Inc. | 352 | 1,557 | +1,205 | +342.33% |
| UBS Group AG | 4,339 | 8,722 | +4,383 | +101.01% |
| New York State Common Retirement Fund | 2,265 | 3,866 | +1,601 | +70.68% |
| BNP Paribas Arbitrage SA | 1,385 | 2,271 | +886 | +63.97% |
| Morgan Stanley | 19,653 | 30,902 | +11,249 | +57.24% |
| JPMorgan Chase & Co. | 5,333 | 7,878 | +2,545 | +47.72% |
| Barclays PLC | 19,726 | 28,201 | +8,475 | +42.96% |
| Invesco Ltd. | 14,027 | 18,729 | +4,702 | +33.52% |
| Bank of America Corp DE | 8,151 | 10,825 | +2,674 | +32.81% |
| SG Americas Securities LLC | 3,342 | 4,280 | +938 | +28.07% |
| Wells Fargo & Company MN | 1,938 | 2,416 | +478 | +24.66% |
| Nuveen Asset Management LLC | 18,599 | 23,004 | +4,405 | +23.68% |
| Empowered Funds LLC | 34,758 | 38,126 | +3,368 | +9.69% |
| Ameriprise Financial Inc. | 10,846 | 11,808 | +962 | +8.87% |
| BlackRock Inc. | 638,185 | 689,085 | +50,900 | +7.98% |
| Royal Bank of Canada | 13,555 | 14,507 | +952 | +7.02% |
| Uncommon Cents Investing LLC | 34,770 | 36,255 | +1,485 | +4.27% |
| Bridgeway Capital Management Inc. | 80,158 | 83,526 | +3,368 | +4.20% |
| Federated Hermes Inc. | 63,039 | 65,483 | +2,444 | +3.88% |
| Riverwater Partners LLC | 14,108 | 14,490 | +382 | +2.71% |
| Geode Capital Management LLC | 152,280 | 155,731 | +3,451 | +2.27% |
| Northern Trust Corp | 100,025 | 101,942 | +1,917 | +1.92% |
| State Street Corp | 116,076 | 117,674 | +1,598 | +1.38% |
| Vanguard Group Inc. | 350,008 | 353,571 | +3,563 | +1.02% |
| Price T Rowe Associates Inc. MD | 18,240 | 18,422 | +182 | +1.00% |
| Vista Investment Management | 52,109 | 52,410 | +301 | +0.58% |
| Cutler Capital Management LLC | 152,170 | 152,514 | +344 | +0.23% |
| Charles Schwab Investment Management Inc. | 20,683 | 20,699 | +16 | +0.08% |
| Wealth Enhancement Advisory Services LLC | 12,816 | 12,824 | +8 | +0.06% |
| Franklin Resources Inc. | 130,788 | 130,824 | +36 | +0.03% |
| American Century Companies Inc. | 66,095 | 66,116 | +21 | +0.03% |
| 13F Filers Reporting New Positions In FBIZ | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Northern Oak Wealth Management Inc. | 0 | 6,419 | +6,419 | +100% |
| Two Sigma Investments LP | 0 | 6,399 | +6,399 | +100% |
| GSA Capital Partners LLP | 0 | 9,350 | +9,350 | +100% |
| EAM Investors LLC | 0 | 18,274 | +18,274 | +100% |
| Richardson Capital Management LLC | 0 | 400 | +400 | +100% |
| Ronald Blue Trust Inc. | 0 | 46 | +46 | +100% |
| AJOVista LLC | 0 | 528 | +528 | +100% |
| GAMMA Investing LLC | 0 | 160 | +160 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| US Bancorp DE | 3,800 | 3,800 | UNCH | 0.00% |
| The PNC Financial Services Group Inc. | 19 | 19 | UNCH | 0.00% |
| Metropolitan Life Insurance Co NY | 496 | 496 | UNCH | 0.00% |
| Legal & General Group Plc | 683 | 683 | UNCH | 0.00% |
| Harbour Investments Inc. | 266 | 266 | UNCH | 0.00% |
| Acadian Asset Management LLC | 52,398 | 52,398 | UNCH | 0.00% |
| Globeflex Capital L P | 10,795 | 10,795 | UNCH | 0.00% |
| Deutsche Bank AG | 2,385 | 2,385 | UNCH | 0.00% |
| Banc Funds Co. LLC | 458,694 | 458,694 | UNCH | 0.00% |
| Atwood & Palmer Inc. | 200 | 200 | UNCH | 0.00% |
| LSV Asset Management | 109,225 | 109,225 | UNCH | 0.00% |
| Ameritas Investment Partners Inc. | 601 | 601 | UNCH | 0.00% |
| Thompson Investment Management Inc. | 6,020 | 6,020 | UNCH | 0.00% |
| MetLife Investment Management LLC | 4,273 | 4,273 | UNCH | 0.00% |
| Gator Capital Management LLC | 23,850 | 23,850 | UNCH | 0.00% |
| Russell Investments Group Ltd. | 3,467 | 3,467 | UNCH | 0.00% |
| John W. Rosenthal Capital Management Inc. | 45,000 | 45,000 | UNCH | 0.00% |
| Qube Research & Technologies Ltd | 3 | 3 | UNCH | 0.00% |
| Poehling Capital Management LLC | 58,327 | 58,327 | UNCH | 0.00% |
| Mattern Wealth Management LLC | 8,000 | 8,000 | UNCH | 0.00% |
| Kestra Advisory Services LLC | 9,200 | 9,200 | UNCH | 0.00% |
| Mendota Financial Group LLC | 800 | 800 | UNCH | 0.00% |
| 13F Filers Decreasing FBIZ Share Count | ||||
| West Tower Group LLC | 184 | 71 | -113 | -61.41% |
| Tower Research Capital LLC TRC | 1,447 | 762 | -685 | -47.34% |
| Covestor Ltd | 43 | 27 | -16 | -37.21% |
| California State Teachers Retirement System | 1,734 | 1,294 | -440 | -25.37% |
| Millennium Management LLC | 11,245 | 8,771 | -2,474 | -22.00% |
| Two Sigma Advisers LP | 8,800 | 7,200 | -1,600 | -18.18% |
| M3F Inc. | 255,296 | 219,341 | -35,955 | -14.08% |
| Goldman Sachs Group Inc. | 35,381 | 31,557 | -3,824 | -10.81% |
| Amalgamated Bank | 783 | 700 | -83 | -10.60% |
| Alliancebernstein L.P. | 127,200 | 117,132 | -10,068 | -7.92% |
| Hsbc Holdings PLC | 14,287 | 13,559 | -728 | -5.10% |
| FMR LLC | 551 | 523 | -28 | -5.08% |
| The Manufacturers Life Insurance Company | 299,237 | 287,596 | -11,641 | -3.89% |
| Hotchkis & Wiley Capital Management LLC | 85,869 | 82,869 | -3,000 | -3.49% |
| First Business Financial Services Inc. | 355,552 | 349,522 | -6,030 | -1.70% |
| Baird Financial Group Inc. | 10,400 | 10,240 | -160 | -1.54% |
| Bank of New York Mellon Corp | 38,232 | 37,681 | -551 | -1.44% |
| Rhumbline Advisers | 11,524 | 11,377 | -147 | -1.28% |
| Pacific Ridge Capital Partners LLC | 169,134 | 167,009 | -2,125 | -1.26% |
| Martingale Asset Management L P | 14,623 | 14,522 | -101 | -0.69% |
| Renaissance Technologies LLC | 152,965 | 152,077 | -888 | -0.58% |
| American International Group Inc. | 3,922 | 3,906 | -16 | -0.41% |
| Dimensional Fund Advisors LP | 526,089 | 525,683 | -406 | -0.08% |
| 13F Filers Exiting FBIZ | ||||
| Carmel Capital Partners LLC | 25 | 0 | -25 | -100.00% |
| Allspring Global Investments Holdings LLC | 1,669 | 0 | -1,669 | -100.00% |
| Aquatic Capital Management LLC | 200 | 0 | -200 | -100.00% |
| Johnson Financial Group Inc. | 21,216 | 0 | -21,216 | -100.00% |
| Hillsdale Investment Management Inc. | 2,300 | 0 | -2,300 | -100.00% |
See Summary: Institutional Holders of FBIZ
See Details: Top 10 Hedge Funds Holding FBIZ
Also See: FBIZ Insider Buying
