HolderBook

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%
Held as options
-1
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
ALLIANCEBERNSTEIN L.P.$6.0M549,3810.00%2q+30.6%+$1.4M
VANGUARD GROUP INC$4.7M430,8380.00%16q-12.1%-$649.9K
DEPRINCE RACE & ZOLLO INC$3.5M324,0040.07%10q+29.1%+$797.7K
GARDNER LEWIS ASSET MANAGEMENT L P$3.0M275,1200.72%2q+16.8%+$431.7K
Russell Investments Group, Ltd.$2.9M265,2340.00%10q+36.0%+$766.6K
MANGROVE PARTNERS IM, LLC$1.3M119,2740.14%6qHELD
Yakira Capital Management, Inc.$1.2M106,6420.44%2q-7.4%-$93.2K
GEODE CAPITAL MANAGEMENT, LLC$918.2K84,0470.00%16q+0.8%+$7.3K
Oppenheimer & Close, LLC$819.0K75,0000.68%17qHELD
De Lisle Partners LLP$717.6K65,6820.12%4qHELD
DIMENSIONAL FUND ADVISORS LP$676.4K61,9460.00%12q+18.3%+$104.7K
KENNEDY INVESTMENT GROUP$607.4K55,6190.28%10qHELD
BlackRock, Inc.$605.3K55,4310.00%3q-4.9%-$31.4K
PROSPECTOR PARTNERS LLC$576.6K52,8000.06%10qHELD
OXFORD ASSET MANAGEMENT LLP$560.7K51,3440.26%2q+136.5%+$323.6K
PRELUDE CAPITAL MANAGEMENT, LLC$495.5K45,3760.04%2q+61.8%+$189.2K
STATE STREET CORP$475.0K43,4950.00%15qHELD
SUSQUEHANNA INTERNATIONAL GROUP, LLP$418.5K38,3230.00%2q-0.6%-$2.5K
OSAIC HOLDINGS, INC.$348.0K31,8630.00%14q+2.6%+$8.8K
RAYMOND JAMES FINANCIAL INC$296.6K27,1620.00%2qHELD
UBS Group AG$268.0K24,5380.00%2q+37.7%+$73.4K
RENAISSANCE TECHNOLOGIES LLC$243.5K22,3000.00%3q-35.2%-$132.1K
JANE STREET GROUP, LLC$195.2K17,8790.00%newNEW
NORTHERN TRUST CORP$174.2K15,9530.00%16qHELD
MORGAN STANLEY$136.6K12,5090.00%17q-64.1%-$244.3K
WITTENBERG INVESTMENT MANAGEMENT, INC.$133.4K12,2190.06%5qHELD
Qube Research & Technologies Ltd$130.3K11,9350.00%7q-57.2%-$174.1K
CITIGROUP INC$62.3K5,7040.00%7q-9.7%-$6.7K
LONGFELLOW INVESTMENT MANAGEMENT CO LLC$59.7K5,4650.01%2qHELD
ROYAL BANK OF CANADA$23.0K2,1000.00%16qHELD
American Capital Advisory, LLC$21.8K2,0000.01%4qHELD
Tower Research Capital LLC (TRC)$4.8K4370.00%3q-60.4%-$7.3K
BANK OF AMERICA CORP /DE/$688630.00%6q+5.0%
BARCLAYS PLC$251230.00%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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q1 202534$31.6M2,891,706111100.0%
Q4 202435$31.8M2,651,538109100.0%
Q3 202428$20.8M1,695,8523850.0%
Q2 202429$22.6M1,984,1224590.0%
Q1 202430$23.3M1,890,57524130.0%
Q4 202329$23.8M1,945,3746770.0%
Q3 202328$24.1M1,931,95544120.0%
Q2 202330$24.4M2,407,7883960.0%
Q1 202332$37.2M3,283,9843980.0%
Q4 202230$34.6M2,858,6917770.0%
Q3 202228$34.8M3,058,76031070.0%
Q2 202227$37.5M3,203,2875640.0%
Q1 202230$44.0M3,454,3703930.0%
Q4 202131$40.9M3,384,9703780.0%
Q3 202131$57.7M4,729,3109850.0%
Q2 202127$34.2M2,871,73516610.0%
Q1 202116$19.2M1,688,80816000.0%