Investor Communications: Investor Relations:
Institutional Ownership Report

A bank requested an analysis of its institutional ownership at the end of a quarter in order to provide insight into the quality of ownership and identify strategies to improve ownership moving forward. The ownership figures and investment profiles were compiled using an institutional ownership database. The ownership data comes from SEC filings (13D/Gs, 13Fs & N-30s).

We analyzed the makeup of the current institutional owners of the bank, as well as any changes during the quarter, to identify any noticeable trends in buying or selling – whether by growth or value investors, or quantitative/indexed firms, etc.

Note: the name of the bank is anonymous due to the confidential nature of the information.

Institutional Ownership Report

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