WILLIAM PENN BANCORPORATION (WMPN)
Institutional ownership reported to the SEC as of Q1 2025, across 17 quarters.
34
Reporting holders
$31.6M
Reported value
0.0%
Calls
0.0%
Puts
-2
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | $6.0M | 549,381 | 0.00% | 2q | +30.6%+$1.4M |
| VANGUARD GROUP INC | $4.7M | 430,838 | 0.00% | 16q | -12.1%-$649.9K |
| DEPRINCE RACE & ZOLLO INC | $3.5M | 324,004 | 0.07% | 10q | +29.1%+$797.7K |
| GARDNER LEWIS ASSET MANAGEMENT L P | $3.0M | 275,120 | 0.72% | 2q | +16.8%+$431.7K |
| Russell Investments Group, Ltd. | $2.9M | 265,234 | 0.00% | 10q | +36.0%+$766.6K |
| MANGROVE PARTNERS IM, LLC | $1.3M | 119,274 | 0.14% | 6q | HELD |
| Yakira Capital Management, Inc. | $1.2M | 106,642 | 0.44% | 2q | -7.4%-$93.2K |
| GEODE CAPITAL MANAGEMENT, LLC | $918.2K | 84,047 | 0.00% | 16q | +0.8%+$7.3K |
| Oppenheimer & Close, LLC | $819.0K | 75,000 | 0.68% | 17q | HELD |
| De Lisle Partners LLP | $717.6K | 65,682 | 0.12% | 4q | HELD |
| DIMENSIONAL FUND ADVISORS LP | $676.4K | 61,946 | 0.00% | 12q | +18.3%+$104.7K |
| KENNEDY INVESTMENT GROUP | $607.4K | 55,619 | 0.28% | 10q | HELD |
| BlackRock, Inc. | $605.3K | 55,431 | 0.00% | 3q | -4.9%-$31.4K |
| PROSPECTOR PARTNERS LLC | $576.6K | 52,800 | 0.06% | 10q | HELD |
| OXFORD ASSET MANAGEMENT LLP | $560.7K | 51,344 | 0.26% | 2q | +136.5%+$323.6K |
| PRELUDE CAPITAL MANAGEMENT, LLC | $495.5K | 45,376 | 0.04% | 2q | +61.8%+$189.2K |
| STATE STREET CORP | $475.0K | 43,495 | 0.00% | 15q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $418.5K | 38,323 | 0.00% | 2q | -0.6%-$2.5K |
| OSAIC HOLDINGS, INC. | $348.0K | 31,863 | 0.00% | 14q | +2.6%+$8.8K |
| RAYMOND JAMES FINANCIAL INC | $296.6K | 27,162 | 0.00% | 2q | HELD |
| UBS Group AG | $268.0K | 24,538 | 0.00% | 2q | +37.7%+$73.4K |
| RENAISSANCE TECHNOLOGIES LLC | $243.5K | 22,300 | 0.00% | 3q | -35.2%-$132.1K |
| JANE STREET GROUP, LLC | $195.2K | 17,879 | 0.00% | new | NEW |
| NORTHERN TRUST CORP | $174.2K | 15,953 | 0.00% | 16q | HELD |
| MORGAN STANLEY | $136.6K | 12,509 | 0.00% | 17q | -64.1%-$244.3K |
| WITTENBERG INVESTMENT MANAGEMENT, INC. | $133.4K | 12,219 | 0.06% | 5q | HELD |
| Qube Research & Technologies Ltd | $130.3K | 11,935 | 0.00% | 7q | -57.2%-$174.1K |
| CITIGROUP INC | $62.3K | 5,704 | 0.00% | 7q | -9.7%-$6.7K |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | $59.7K | 5,465 | 0.01% | 2q | HELD |
| ROYAL BANK OF CANADA | $23.0K | 2,100 | 0.00% | 16q | HELD |
| American Capital Advisory, LLC | $21.8K | 2,000 | 0.01% | 4q | HELD |
| Tower Research Capital LLC (TRC) | $4.8K | 437 | 0.00% | 3q | -60.4%-$7.3K |
| BANK OF AMERICA CORP /DE/ | $688 | 63 | 0.00% | 6q | +5.0% |
| BARCLAYS PLC | $251 | 23 | 0.00% | 3q | -98.1%-$12.8K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q1 2025 | 34 | $31.6M | 2,891,706 | 1 | 11 | 10 | 0.0% |
| Q4 2024 | 36 | $31.9M | 2,655,565 | 10 | 9 | 10 | 0.0% |
| Q3 2024 | 29 | $20.8M | 1,699,879 | 3 | 8 | 5 | 0.0% |
| Q2 2024 | 31 | $22.8M | 2,003,405 | 4 | 5 | 10 | 0.0% |
| Q1 2024 | 32 | $23.6M | 1,914,520 | 3 | 5 | 13 | 0.0% |
| Q4 2023 | 31 | $24.1M | 1,973,244 | 8 | 7 | 7 | 0.0% |
| Q3 2023 | 29 | $24.1M | 1,933,982 | 4 | 4 | 13 | 0.0% |
| Q2 2023 | 31 | $24.5M | 2,417,129 | 3 | 9 | 7 | 0.0% |
| Q1 2023 | 34 | $37.7M | 3,325,495 | 4 | 10 | 8 | 0.0% |
| Q4 2022 | 35 | $40.7M | 3,357,612 | 7 | 11 | 7 | 0.0% |
| Q3 2022 | 28 | $34.8M | 3,058,760 | 3 | 10 | 7 | 0.0% |
| Q2 2022 | 27 | $37.5M | 3,203,287 | 5 | 6 | 4 | 0.0% |
| Q1 2022 | 30 | $44.0M | 3,454,370 | 3 | 9 | 3 | 0.0% |
| Q4 2021 | 31 | $40.9M | 3,384,970 | 3 | 7 | 8 | 0.0% |
| Q3 2021 | 31 | $57.7M | 4,729,310 | 9 | 8 | 5 | 0.0% |
| Q2 2021 | 27 | $34.2M | 2,871,735 | 16 | 6 | 1 | 0.0% |
| Q1 2021 | 16 | $19.2M | 1,688,808 | 16 | 0 | 0 | 0.0% |