SB Financial Group (SBFG) Institutional Ownership

$13.38
0.00 (0.00%)
(As of 05/1/2024 ET)

Institutional Ownership Changes (13F Filings) for SB Financial Group (NASDAQ:SBFG)

Current
Institutional Ownership
Percentage
66.67%
Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$1.00M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$1.45M
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SBFG Institutional Buying and Selling by Quarter

SB Financial Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/15/2024Gendell Jeffrey L45,488$698K0.0%+23.5%0.669%
2/15/2024BHZ Capital Management LP16,289$250K0.1%-14.6%0.240%
2/14/2024Pinnacle Holdings LLC158,433$2.46M1.0%-3.4%2.330%
1/16/2024 SJS Investment Consulting Inc.3,793$58K0.0%-56.9%0.056%
11/13/2023Gendell Jeffrey L36,834$497K0.0%+13.0%0.538%
11/6/2023PL Capital Advisors LLC28,159$380K0.2%+4.2%0.411%
8/11/2023Cutler Capital Management LLC312,330$3.94M2.3%-21.2%4.513%
8/11/2023BHZ Capital Management LP28,052$354K0.2%-33.0%0.405%
8/10/2023PL Capital Advisors LLC27,036$341K0.1%+7.8%0.391%
7/27/2023EA Series Trust26,016$329K0.0%N/A0.376%
5/12/2023Pinnacle Holdings LLC169,408$2.39M1.1%+3.9%2.420%
5/12/2023Cutler Capital Management LLC396,298$5.60M2.5%-0.2%5.661%
5/2/2023PL Capital Advisors LLC25,075$354K0.1%N/A0.358%
2/22/2023Front Street Capital Management Inc.16,205$272K0.1%-26.1%0.232%
2/15/2023Front Street Capital Management Inc.16,205$5.87M1.5%-26.1%0.232%
2/13/2023BHZ Capital Management LP42,843$726K0.3%-4.2%0.612%
2/9/2023Huntington National Bank7,977$135K0.0%-48.0%0.114%
1/31/2023Strategic Value Bank Partners LLC328,604$5.57M3.4%+5.6%4.694%
1/23/2023 SJS Investment Consulting Inc.8,793$147K0.0%-16.6%0.126%
11/9/2022Front Street Capital Management Inc.21,916$369K0.1%N/A0.312%
11/7/2022Huntington National Bank15,327$258K0.0%+108.5%0.218%
10/13/2022 SJS Investment Consulting Inc.10,546$178K0.1%N/A0.150%
8/11/2022Strategic Value Bank Partners LLC310,862$5.37M4.2%+1.5%4.422%
5/12/2022FJ Capital Management LLC164,002$3.27M0.3%N/A2.274%
5/12/2022Petiole USA ltd265,710$5.29M4.1%+5.0%3.684%
5/11/2022Cutler Capital Management LLC397,988$7.92M2.8%+5.3%5.518%
5/11/2022BHZ Capital Management LP48,249$961K0.3%+5.0%0.669%
5/9/2022Strategic Value Bank Partners LLC306,224$6.10M4.2%+97.8%4.246%
5/3/2022Venture Visionary Partners LLC23,047$458K0.0%+5.2%0.320%
5/3/2022 Cutter & CO Brokerage Inc.11,970$238K0.1%+5.0%0.166%
2/14/2022Alliancebernstein L.P.456,468$8.98M0.0%+6.9%6.250%
2/11/2022Petiole USA ltd253,058$4.98M3.6%N/A3.465%
2/9/2022Dimensional Fund Advisors LP139,611$2.72M0.0%-1.1%1.911%
2/9/2022Cutler Capital Management LLC377,790$7.43M2.7%+1.2%5.172%
2/8/2022Strategic Value Bank Partners LLC154,806$3.05M2.8%N/A2.119%
2/7/2022BHZ Capital Management LP45,952$904K0.3%-5.1%0.629%
11/15/2021Dimensional Fund Advisors LP141,175$2.56M0.0%+3.5%2.030%
11/12/2021Renaissance Technologies LLC19,727$359K0.0%-45.5%0.284%
11/12/2021The Manufacturers Life Insurance Company458,008$8.33M0.0%+0.8%6.510%
11/10/2021O Shaughnessy Asset Management LLC2,875$52K0.0%+61.4%0.041%
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11/10/2021Alliancebernstein L.P.427,071$7.77M0.0%+3.9%6.071%
11/9/2021BlackRock Inc.19,048$346K0.0%-13.6%0.271%
11/4/2021BHZ Capital Management LP48,433$881K0.3%+10.8%0.689%
9/10/2021Punch & Associates Investment Management Inc.315,662$5.84M0.3%-3.7%4.487%
8/17/2021Millennium Management LLC102,534$1.90M0.0%N/A1.457%
8/16/2021Invenomic Capital Management LP4,421$82K0.0%N/A0.063%
8/16/2021Punch & Associates Investment Management Inc.480,662$8.89M0.4%+46.6%6.832%
8/13/2021EJF Capital LLC455,767$8.43M0.8%-8.8%6.479%
8/13/2021Renaissance Technologies LLC36,200$670K0.0%+48.4%0.515%
8/13/2021Northern Trust Corp13,021$241K0.0%-80.5%0.185%
8/13/2021Geode Capital Management LLC47,168$872K0.0%-48.9%0.670%
8/13/2021Vanguard Group Inc.245,602$4.54M0.0%-8.1%3.491%
8/12/2021Dimensional Fund Advisors LP136,339$2.52M0.0%+5.1%1.938%
8/12/2021The Manufacturers Life Insurance Company454,511$8.41M0.0%+1.7%6.461%
8/12/2021Ergoteles LLC20,700$383K0.0%N/A0.294%
8/11/2021Susquehanna Fundamental Investments LLC28,700$531K0.0%N/A0.397%
8/10/2021BHZ Capital Management LP43,706$809K0.3%-14.3%0.604%
8/9/2021O Shaughnessy Asset Management LLC1,781$33K0.0%N/A0.025%
8/5/2021Venture Visionary Partners LLC21,913$405K0.0%-9.1%0.303%
8/4/2021Cutler Capital Management LLC356,284$6.59M2.5%+19.2%4.928%
7/30/2021Alliancebernstein L.P.411,169$7.61M0.0%+2.6%5.686%
5/18/2021Punch & Associates Investment Management Inc.327,933$5.99M0.4%+17.5%4.535%
5/18/2021EJF Capital LLC500,000$9.13M0.7%-8.7%6.915%
5/17/2021Nuveen Asset Management LLC11,319$207K0.0%-49.8%0.157%
5/17/2021Goldman Sachs Group Inc.20,629$377K0.0%N/A0.285%
5/14/2021Dimensional Fund Advisors LP129,668$2.37M0.0%+13.4%1.793%
5/13/2021Barclays PLC5,679$104K0.0%+152.7%0.079%
5/13/2021Renaissance Technologies LLC24,400$446K0.0%N/A0.337%
5/12/2021Northern Trust Corp66,662$1.22M0.0%-7.6%0.922%
5/12/2021Geode Capital Management LLC92,309$1.69M0.0%+2.8%1.277%
5/12/2021UBS Group AG2,809$51K0.0%+49.5%0.038%
5/10/2021BHZ Capital Management LP50,995$931K0.3%-14.5%0.690%
5/7/2021BlackRock Inc.380,881$6.96M0.0%+9.7%5.154%
5/7/2021BNP Paribas Arbitrage SA3,544$65K0.0%+88.1%0.048%
5/6/2021Alliancebernstein L.P.400,586$7.32M0.0%-2.8%5.421%
5/3/2021The Manufacturers Life Insurance Company446,881$8.16M0.0%+0.2%6.047%
4/27/2021Venture Visionary Partners LLC24,113$440K0.0%N/A0.326%
4/22/2021Cutler Capital Management LLC299,004$5.46M2.2%+0.3%4.046%
2/19/2021JPMorgan Chase & Co.21,377$390K0.0%+185.9%0.283%
2/16/2021Punch & Associates Investment Management Inc.279,050$5.10M0.4%-1.2%3.697%
2/16/2021Nuveen Asset Management LLC22,565$413K0.0%+99.4%0.299%
2/16/2021Charles Schwab Investment Management Inc.16,386$300K0.0%-7.6%0.217%
2/11/2021Northern Trust Corp72,107$1.32M0.0%-5.2%0.955%
2/11/2021Barclays PLC2,247$41K0.0%-30.2%0.030%
2/10/2021BHZ Capital Management LP59,635$1.09M0.4%-13.3%0.790%
2/9/2021Wells Fargo & Company MN27,204$497K0.0%+8.3%0.360%
2/9/2021 Bank of New York Mellon Corp25,998$475K0.0%-2.9%0.344%
2/5/2021BlackRock Inc.347,304$6.35M0.0%+15.7%4.602%
1/28/2021Cutler Capital Management LLC298,206$5.45M2.4%-1.9%3.951%
1/15/2021Endurance Wealth Management Inc.2,458$45K0.0%-38.3%0.033%
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11/16/2020Punch & Associates Investment Management Inc.282,343$3.81M0.3%+8.1%3.741%
11/13/2020Morgan Stanley9,362$126K0.0%-13.4%0.124%
11/13/2020Pinnacle Holdings LLC157,037$2.12M1.0%-5.9%2.081%
11/12/2020JPMorgan Chase & Co.7,478$100K0.0%+14.5%0.099%
11/12/2020Stieven Capital Advisors L.P.131,855$1.78M0.4%-6.6%1.724%
11/6/2020BlackRock Inc.300,064$4.05M0.0%+5.0%3.924%
11/5/2020Wells Fargo & Company MN25,122$339K0.0%+23.3%0.329%
11/5/2020Cutler Capital Management LLC304,135$4.10M2.2%-3.3%3.977%
8/25/2020Nuveen Asset Management LLC11,319$188K0.0%N/A0.148%
8/20/2020Charles Schwab Investment Management Inc.17,740$295K0.0%N/A0.232%
(Data available from 1/1/2016 forward)

SBFG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SBFG shares?

During the previous two years, 14 institutional investors and hedge funds held shares of SB Financial Group. The most heavily invested institutionals were Strategic Value Bank Partners LLC ($5.57M), Petiole USA ltd ($5.29M), Cutler Capital Management LLC ($3.94M), FJ Capital Management LLC ($3.27M), Pinnacle Holdings LLC ($2.46M), Gendell Jeffrey L ($698K), and Venture Visionary Partners LLC ($458K).Learn more on SBFG's institutional investors.

What percentage of SB Financial Group stock is owned by institutional investors?

66.67% of SB Financial Group stock is owned by institutional investors. Learn more on SBFG's institutional investor holdings.

Which institutional investors have been buying SB Financial Group stock?

Of the 14 institutional investors that purchased SB Financial Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Strategic Value Bank Partners LLC ($173.63K), FJ Capital Management LLC ($164.00K), PL Capital Advisors LLC ($28.16K), EA Series Trust ($26.02K), Front Street Capital Management Inc. ($21.92K), Cutler Capital Management LLC ($20.20K), and Gendell Jeffrey L ($12.89K).

How much institutional buying is happening at SB Financial Group?

Institutional investors have bought a total of 488,334 shares in the last 24 months. This purchase volume represents approximately $9.08M in transactions.

Which SB Financial Group major shareholders have been selling company stock?

The following institutional investors have sold SB Financial Group stock in the last 24 months: Cutler Capital Management LLC ($84.91K), BHZ Capital Management LP ($18.46K), Front Street Capital Management Inc. ($11.42K), Huntington National Bank ($7.35K), SJS Investment Consulting Inc. ($6.75K), and Pinnacle Holdings LLC ($5.50K).

How much institutional selling is happening at SB Financial Group?

Institutional investors have sold a total of 134,387 shares in the last 24 months. This volume of shares sold represents approximately $1.83M in transactions.


This page (NASDAQ:SBFG) was last updated on 5/2/2024 by MarketBeat.com Staff

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