$552M | ||
$154M | ||
$83M | ||
$80M | ||
$68M | ||
$68M |
Buys | $60,360 | 4 | 57 |
Sells | $84,810 | 3 | 43 |
FARRELL PATRICK JOSEPH | Chief Financial Officer | 3 | $57,623 | 0 | $0 | $57,623 |
Staggs Dana | President | 1 | $2,737 | 0 | $0 | $2,737 |
Emrich John Scott | director | 0 | $0 | 3 | $84,810 | $-84,810 |
StoneCastle Financial Corp. is a closed ended balanced mutual fund launched and managed by StoneCastle Asset Management LLC. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across the banking sector. It invests in dividend paying growth and value stocks of companies. For its fixed income portion, the fund invests in subordinated debt securities which are rated BBB- or better by Kroll Ratings. The fund employs fundamental analysis with bottom-up security picking approach by focusing on factors such as review of historical and prospective financial information, interviews with management and key employees of the prospective bank, financial models and projections, changes in interest rates, changes in unemployment rates, changes in home prices, changes in economic activity to create its portfolio. It employs proprietary research to create its portfolio. StoneCastle Financial Corp. was formed on February 7, 2013 and is domiciled in the United States.
Over the last 12 months, insiders at ArrowMark Financial Corp. have bought $60,360 and sold $84,810 worth of ArrowMark Financial Corp. stock.
On average, over the past 5 years, insiders at ArrowMark Financial Corp. have bought $222,528 and sold $38,975 worth of stock each year.
Highest buying activity among insiders over the last 12 months: FARRELL PATRICK JOSEPH (Chief Financial Officer) — $57,623. Staggs Dana (President) — $2,737.
The last purchase of 149 shares for transaction amount of $2,737 was made by Staggs Dana (President) on 2025‑04‑09.
2025-04-09 | Staggs Dana | President | 149 0.0021% | $18.37 | $2,737 | +5.57% | ||
2025-03-31 | Sale | Emrich John Scott | director | 1,000 0.014% | $21.01 | $21,010 | -4.51% | |
2025-03-14 | FARRELL PATRICK JOSEPH | Chief Financial Officer | 1,150 0.0161% | $21.04 | $24,196 | -1.67% | ||
2025-03-07 | FARRELL PATRICK JOSEPH | Chief Financial Officer | 1,000 0.014% | $21.20 | $21,200 | -2.08% | ||
2025-02-19 | Sale | Emrich John Scott | director | 500 0.007% | $21.20 | $10,600 | -1.26% | |
2025-01-24 | Sale | Emrich John Scott | director | 2,500 0.0352% | $21.28 | $53,200 | -1.30% | |
2024-07-11 | FARRELL PATRICK JOSEPH | Chief Financial Officer | 650 0.0083% | $18.81 | $12,227 | +13.18% | ||
2024-02-26 | Staggs Dana | President | 100 0.0013% | $18.50 | $1,850 | +14.59% | ||
2023-10-06 | Emrich John Scott | director | 7,500 0.0882% | $17.34 | $130,030 | +14.46% | ||
2023-05-05 | Arnold Guy M | director | 3,000 0.0305% | $14.99 | $44,970 | +24.74% | ||
2023-05-05 | Staggs Dana | President | 2,000 0.0204% | $15.03 | $30,050 | +24.74% | ||
2023-05-05 | FARRELL PATRICK JOSEPH | Chief Financial Officer | 700 0.0075% | $15.79 | $11,053 | +24.74% | ||
2023-05-04 | Bhonsle Sanjai | CEO | 2,000 0.0194% | $14.28 | $28,560 | +26.69% | ||
2023-05-04 | Stolper Michael | director | 1,000 0.0098% | $14.46 | $14,463 | +26.69% | ||
2023-05-04 | Grove Richard Allen | Chief Compliance Officer | 1,000 0.0099% | $14.58 | $14,579 | +26.69% | ||
2023-03-16 | FARRELL PATRICK JOSEPH | Chief Financial Officer | 200 0.0024% | $17.45 | $3,490 | +7.05% | ||
2023-03-13 | Bhonsle Sanjai | CEO | 1,000 0.012% | $17.75 | $17,745 | +6.35% | ||
2023-03-13 | Staggs Dana | President | 1,000 0.0118% | $17.43 | $17,430 | +6.35% | ||
2022-11-17 | Staggs Dana | President | 500 0.0059% | $17.40 | $8,700 | +4.02% | ||
2022-11-16 | Staggs Dana | President | 1,000 0.0118% | $17.46 | $17,460 | +3.70% |
FARRELL PATRICK JOSEPH | Chief Financial Officer | 7209 0.1012% | $145,982.25 | 11 | 0 | +10.09% |
Staggs Dana | President | 5750 0.0807% | $116,437.50 | 6 | 0 | +10.68% |
Emrich John Scott | director | 4725 0.0663% | $95,679.72 | 2 | 5 | +4.64% |
Shilowitz George | President | 13550 0.1901% | $274,387.50 | 5 | 0 | +11.04% |
Reidy Karen | director | 11467 0.1609% | $232,206.75 | 1 | 0 | +2.08% |
Bhonsle Sanjai | CEO | 10200 0.1431% | $206,550.00 | 11 | 0 | +9.52% |
Arnold Guy M | director | 10000 0.1403% | $202,500.00 | 5 | 0 | +26.71% |
Henry Emil | director | 10000 0.1403% | $202,500.00 | 2 | 0 | <0.0001% |
Van Praag Michael | director | 10000 0.1403% | $202,500.00 | 2 | 0 | +13.46% |
Siegel Joshua S. | CEO | 6507 0.0913% | $131,766.75 | 6 | 0 | +3.69% |
Stolper Michael | director | 6300 0.0884% | $127,575.00 | 7 | 0 | +3.39% |
Miller Clara | director | 2000 0.0281% | $40,500.00 | 1 | 0 | +6.38% |
Grove Richard Allen | Chief Compliance Officer | 1500 0.021% | $30,375.00 | 2 | 0 | +13.42% |
Lentinello S David | Controller | 1000 0.014% | $20,250.00 | 1 | 0 | +21.29% |
$16,747,806 | 287 | 16.44% | $174.87M | |
$3,888,545 | 272 | 14.18% | $295.03M | |
$10,476,386 | 212 | -13.83% | $43.24M | |
$110,776,365 | 170 | 0.96% | $212.91M | |
$15,231,173 | 142 | 32.86% | $137.31M | |
$3,329,679 | 103 | 9.67% | $295M | |
$6,652,683 | 96 | 1.02% | $116.69M | |
$8,452,787 | 96 | 9.49% | $48.09M | |
$2,625,041 | 91 | 4.00% | $183.24M | |
$3,229,650 | 85 | 11.56% | $350.23M | |
ArrowMark Financial Corp. (BANX) | $1,891,413 | 58 | 9.59% | $144.32M |
$4,187,210 | 51 | 19.94% | $269.96M | |
$36,712,281 | 51 | 24.11% | $174.84M | |
$2,898,529 | 45 | 4.44% | $121.91M | |
$5,286,305 | 44 | 9.39% | $140.18M | |
$1,532,484 | 27 | 15.79% | $136.13M | |
$610,620 | 23 | 8.29% | $83.77M | |
$1,609,833 | 20 | 39.05% | $117.23M | |
$4,508,518 | 4 | 4.26% | $159.49M |
Increased Positions | 11 | +29.73% | 385,637 | +28.69% |
Decreased Positions | 12 | -32.43% | 140,231 | -10.43% |
New Positions | 4 | New | 216,817 | New |
Sold Out Positions | 4 | Sold Out | 59,231 | Sold Out |
Total Postitions | 36 | -2.7% | 2M | +18.26% |
Greenwich Investment Management, Inc. | $6,063.00 | 4.28% | 299,275 | -18,975 | -5.96% | 2024-06-30 |
Raymond James Financial Services Advisors, Inc. | $3,980.00 | 2.81% | 196,433 | -47,703 | -19.54% | 2024-09-30 |
Arrowmark Colorado Holdings Llc | $3,974.00 | 2.8% | 196,145 | 0 | 0% | 2024-12-31 |
Raymond James Financial Inc | $3,820.00 | 2.69% | 188,570 | +188,570 | New | 2024-12-31 |
Stifel Financial Corp | $3,398.00 | 2.4% | 167,707 | +6,683 | +4.15% | 2024-12-31 |
Round Rock Advisors, Llc | $3,321.00 | 2.34% | 163,933 | +121,233 | +283.92% | 2025-03-31 |
Osaic Holdings, Inc. | $1,622.00 | 1.14% | 80,074 | -753 | -0.93% | 2024-12-31 |
Noble Wealth Management Pbc | $1,015.00 | 0.72% | 50,121 | +33,522 | +201.95% | 2025-03-31 |
Bard Associates Inc | $847.00 | 0.6% | 41,810 | 0 | 0% | 2024-12-31 |
Capital Investment Advisors, Llc | $577.00 | 0.41% | 28,496 | -2,250 | -7.32% | 2025-03-31 |