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BANX ARROWMARK FINANCIAL CORP

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COM (fund), issuer CIK 1578987

32 managers (32 13F filers) reported a position in BANX shares at 2025-03-31, 1,048,611 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.

Managers
32
13F filers
32
New
1
Added
7
Reduced
10
Sold out
1
Shares held by filers
1,048,611

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ArrowMark Colorado Holdings LLC196,145$4.14M0.07%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC185,749$3.91M<0.01%-2,82113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP179,233$3.77M<0.01%+11,52613F-HRTimelineGroup
Round Rock Advisors LLC163,933$3.45M0.64%+121,23313F-HRTimeline
Noble Wealth Management PBC50,121$1.06M0.72%+33,52213F-HRTimeline
BARD ASSOCIATES INC41,435$872K0.33%-37513F-HRTimeline
Capital Investment Advisors, LLC28,496$600K0.01%-2,25013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …24,828$523K0.01%+89913F-HRTimelineGroup
Everstar Asset Management, LLC23,965$504K0.33%+76713F-HR/ATimeline
Falcon Wealth Planning18,862$397K0.04%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,959$378K<0.01%-65,17313F-HRTimelineGroup
HRT FINANCIAL LP15,000$316K<0.01%new13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC14,442$305K<0.01%+3,90013F-HRTimelineGroup
Calydon Capital11,855$250K0.05%-60013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,769$248K<0.01%-9,86213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY11,042$232K<0.01%-73613F-HRTimelineGroup
Oxbow Advisors, LLC10,990$231K0.02%013F-HRTimeline
Cambridge Investment Research Advisors,…10,478$221K<0.01%-2,20313F-HRTimeline
Catalina Capital Group, LLC10,324$217K0.14%013F-HRTimeline
MAI Capital Management5,250$111K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,731$100K<0.01%013F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,550$95.8K<0.01%013F-HRTimelineGroup
TRUST CO OF VERMONT2,750$57.9K<0.01%013F-HRTimeline
UMB Bank, n.a.2,700$56.8K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CALDWELL SUTTER CAPITAL, INC.693$14.6K0.01%-80013F-HRTimeline
Wilmington Savings Fund Society, FSB500$10.5K<0.01%013F-HRTimeline
Sound Income Strategies, LLC449$9.45K<0.01%013F-HRTimeline
Allworth Financial LP200$4.02K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.149$3.14K<0.01%+4313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN12$248<0.01%-3113F-HRTimelineGroup
Farther Finance Advisors, LLC1$21<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.