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Fidelity D & D Bancorp (FDBC) Institutional Ownership

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(As of 05/17/2024 ET)
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Institutional Ownership Changes (13F Filings) for Fidelity D & D Bancorp (NASDAQ:FDBC)

Current
Institutional Ownership
Percentage
20.05%
Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$7.37M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$1.78M
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FDBC Institutional Buying and Selling by Quarter

Fidelity D & D Bancorp Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/11/2024 Jacobi Capital Management LLC23,227$1.13M0.1%-10.2%0.400%
5/10/2024 Vanguard Group Inc.227,459$11.02M0.0%+1.9%3.918%
5/2/2024 Lewis Asset Management LLC11,696$566K0.5%+14.9%0.201%
5/1/2024 BNP Paribas Financial Markets2,305$112K0.0%+67.0%0.040%
4/16/2024 Fidelity D & D Bancorp Inc.101,966$4.94M3.7%-2.4%1.755%
2/14/2024 Jacobi Capital Management LLC25,853$1.50M0.2%-39.4%0.454%
2/1/2024 Vicus Capital3,999$232K0.0%N/A0.070%
1/23/2024 Lewis Asset Management LLC10,180$591K0.5%N/A0.179%
1/19/2024 Zullo Investment Group Inc.6,193$359K0.2%-7.5%0.109%
1/12/2024 SG Americas Securities LLC2,566$149K0.0%N/A0.045%
1/12/2024 Fidelity D & D Bancorp Inc.104,466$6.06M4.7%-3.7%1.834%
1/11/2024 Alliance Wealth Advisors LLC4,228$245K0.2%N/A0.074%
11/30/2023 Fidelity D & D Bancorp Inc.108,431$4.92M5.1%N/A1.902%
11/13/2023 Jacobi Capital Management LLC42,631$1.94M0.2%-13.4%0.749%
9/21/2023 Barclays PLC1,421$70K0.0%+189.4%0.025%
8/11/2023 Northeast Financial Group Inc.4,810$234K0.2%N/A0.085%
8/8/2023 Jacobi Capital Management LLC49,247$2.39M0.3%+28.2%0.869%
8/4/2023 American International Group Inc.2,245$109K0.0%N/A0.040%
5/5/2023 Jacobi Capital Management LLC38,401$1.75M0.2%-3.9%0.669%
5/5/2023Andesa Financial Management Inc.13,926$329K0.2%+100.0%0.243%
11/14/2022Ergoteles LLC11,397$460K0.0%-11.6%0.202%
11/9/2022 Jacobi Capital Management LLC40,546$1.64M0.2%-1.6%0.720%
11/4/2022Andesa Financial Management Inc.13,926$562K0.2%+100.0%0.247%
8/5/2022 Jacobi Capital Management LLC41,200$1.68M0.2%+9.1%0.728%
7/19/2022Commonwealth Equity Services LLC15,413$627K0.0%+26.8%0.272%
5/6/2022 Jacobi Capital Management LLC37,750$1.75M0.2%+3.7%0.659%
2/8/2022 Northern Trust Corp35,050$2.07M0.0%-1.9%0.621%
1/31/2022Commonwealth Equity Services LLC11,968$706K0.0%+28.3%0.212%
11/15/2021 Jacobi Capital Management LLC24,540$1.24M0.2%N/A0.435%
11/15/2021 Berkshire Asset Management LLC PA6,587$332K0.0%+11.8%0.117%
11/12/2021 Geode Capital Management LLC62,564$3.16M0.0%+2.4%1.109%
11/10/2021Kistler Tiffany Companies LLC40,520$2.04M0.5%N/A0.718%
11/9/2021 Barclays PLC1,640$83K0.0%+208.9%0.029%
11/9/2021 BlackRock Inc.225,490$11.37M0.0%-0.3%3.998%
11/5/2021 Truist Financial Corp8,259$417K0.0%-35.7%0.146%
11/1/2021 SG Americas Securities LLC2,429$122K0.0%N/A0.043%
10/29/2021Commonwealth Equity Services LLC9,327$470K0.0%-4.8%0.165%
10/13/2021Andesa Financial Management Inc.6,963$351K0.2%-50.0%0.123%
8/17/2021 Berkshire Asset Management LLC PA5,890$319K0.0%N/A0.104%
8/16/2021 California State Teachers Retirement System5,527$299K0.0%-7.0%0.098%
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8/16/2021 State Street Corp61,137$3.31M0.0%-7.7%1.083%
8/16/2021 Nuveen Asset Management LLC11,577$626K0.0%-5.9%0.205%
8/13/2021 Northern Trust Corp37,148$2.01M0.0%-2.5%0.658%
8/13/2021 Geode Capital Management LLC61,078$3.30M0.0%+10.0%1.223%
8/13/2021 Vanguard Group Inc.177,303$9.59M0.0%+0.9%3.549%
8/12/2021 Dimensional Fund Advisors LP10,150$549K0.0%-3.3%0.203%
8/12/2021 JPMorgan Chase & Co.3,692$200K0.0%-68.1%0.074%
8/11/2021 BlackRock Inc.226,171$12.24M0.0%+0.4%4.527%
8/10/2021 BNP Paribas Arbitrage SA501$27K0.0%-72.9%0.010%
8/6/2021 PNC Financial Services Group Inc.6,908$373K0.0%-3.5%0.138%
8/5/2021 Rhumbline Advisers5,452$295K0.0%-8.0%0.109%
5/17/2021 Nuveen Asset Management LLC12,303$757K0.0%-4.7%0.246%
5/13/2021 Barclays PLC3,293$203K0.0%+162.4%0.066%
5/12/2021 Northern Trust Corp38,109$2.34M0.0%-7.5%0.763%
5/12/2021 Geode Capital Management LLC55,536$3.42M0.0%+6.5%1.112%
5/12/2021 JPMorgan Chase & Co.11,570$712K0.0%-4.3%0.232%
5/7/2021 BlackRock Inc.225,177$13.85M0.0%+5.4%4.507%
5/7/2021 BNP Paribas Arbitrage SA1,847$114K0.0%+67.0%0.037%
5/6/2021 Rhumbline Advisers5,925$364K0.0%-3.3%0.119%
5/4/2021 Vicus Capital4,097$252K0.0%N/A0.082%
4/27/2021 Janney Montgomery Scott LLC3,304$203K0.0%-6.5%0.066%
4/20/2021Andesa Financial Management Inc.13,926$856K0.3%+100.0%0.279%
2/19/2021 JPMorgan Chase & Co.12,090$778K0.0%+221.6%0.243%
2/18/2021 Truist Financial Corp13,241$851K0.0%+59.1%0.266%
2/16/2021 Nuveen Asset Management LLC12,905$831K0.0%+101.6%0.259%
2/11/2021 Northern Trust Corp41,201$2.65M0.0%-3.4%0.828%
2/11/2021 Barclays PLC1,255$81K0.0%-30.7%0.025%
2/11/2021 Citigroup Inc.746$48K0.0%+292.6%0.015%
2/11/2021Andesa Financial Management Inc.6,963$448K0.3%-50.0%0.140%
2/10/2021 Rhumbline Advisers6,125$394K0.0%+14.9%0.123%
2/9/2021 Wells Fargo & Company MN9,480$610K0.0%+19.8%0.190%
2/9/2021 Bank of New York Mellon Corp29,056$1.87M0.0%+1.7%0.584%
2/8/2021 New York State Common Retirement Fund3,800$245K0.0%-28.3%0.076%
2/5/2021 BlackRock Inc.213,602$13.75M0.0%+8.2%4.291%
1/25/2021 Nisa Investment Advisors LLC400$26K0.0%-49.0%0.008%
1/25/2021 Janney Montgomery Scott LLC3,535$228K0.0%N/A0.071%
11/13/2020 Morgan Stanley601$29K0.0%-82.7%0.012%
11/13/2020 Charles Schwab Investment Management Inc.8,869$433K0.0%-4.5%0.178%
11/10/2020 State Street Corp61,814$3.01M0.0%-1.3%1.242%
11/6/2020 BlackRock Inc.197,483$9.62M0.0%+0.8%3.967%
11/5/2020 California Public Employees Retirement System5,700$278K0.0%N/A0.115%
11/5/2020 Wells Fargo & Company MN7,910$385K0.0%-12.2%0.159%
10/30/2020 BNP Paribas Arbitrage SA1,169$57K0.0%+129.7%0.023%
8/25/2020 Nuveen Asset Management LLC6,401$308K0.0%+30.7%0.129%
8/20/2020 Charles Schwab Investment Management Inc.9,291$447K0.0%+33.0%0.187%
8/14/2020 Bank of America Corp DE2,120$102K0.0%+102.1%0.043%
8/14/2020 Stifel Financial Corp22,842$1.10M0.0%+79.7%0.459%
8/12/2020 American International Group Inc.2,410$116K0.0%+45.7%0.063%
8/12/2020 Bank of New York Mellon Corp28,047$1.35M0.0%+24.9%0.738%
8/12/2020Commonwealth Equity Services LLC9,703$466K0.0%+26.5%0.255%
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8/10/2020 Valley National Advisers Inc.1,966$95K0.0%N/A0.052%
8/7/2020 New York State Common Retirement Fund5,300$255K0.0%+65.6%0.139%
7/31/2020 UBS Group AG1,611$77K0.0%-25.6%0.042%
7/27/2020 Nisa Investment Advisors LLC785$38K0.0%+180.4%0.021%
7/20/2020 SG Americas Securities LLC2,328$112K0.0%N/A0.061%
7/10/2020 Peoples Financial Services CORP.4,302$207K0.1%+2,846.6%0.113%
6/19/2020 State Street Corp51,332$2.62M0.0%-2.0%1.351%
6/16/2020 Royal Bank of Canada842$43K0.0%+264.5%0.022%
5/15/2020 Jane Street Group LLC7,906$403K0.0%-26.1%0.208%
5/14/2020 Wells Fargo & Company MN6,486$331K0.0%-61.0%0.171%
(Data available from 1/1/2016 forward)

FDBC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FDBC shares?

During the previous two years, 15 institutional investors and hedge funds held shares of Fidelity D & D Bancorp. The most heavily invested institutionals were Vanguard Group Inc. ($11.02M), Fidelity D & D Bancorp Inc. ($4.94M), Jacobi Capital Management LLC ($1.13M), Commonwealth Equity Services LLC ($627K), Lewis Asset Management LLC ($566K), Ergoteles LLC ($460K), and Zullo Investment Group Inc. ($359K).Learn more on FDBC's institutional investors.

What percentage of Fidelity D & D Bancorp stock is owned by institutional investors?

20.05% of Fidelity D & D Bancorp stock is owned by institutional investors. Learn more on FDBC's institutional investor holdings.

Which institutional investors have been buying Fidelity D & D Bancorp stock?

Of the 13 institutional investors that purchased Fidelity D & D Bancorp stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fidelity D & D Bancorp Inc. ($108.43K), Jacobi Capital Management LLC ($14.30K), Andesa Financial Management Inc. ($13.93K), Lewis Asset Management LLC ($11.70K), Northeast Financial Group Inc. ($4.81K), Alliance Wealth Advisors LLC ($4.23K), and Vanguard Group Inc. ($4.16K).

How much institutional buying is happening at Fidelity D & D Bancorp?

Institutional investors have bought a total of 175,470 shares in the last 24 months. This purchase volume represents approximately $8.25M in transactions.

Which Fidelity D & D Bancorp major shareholders have been selling company stock?

The following institutional investors have sold Fidelity D & D Bancorp stock in the last 24 months: Jacobi Capital Management LLC ($28.25K), Fidelity D & D Bancorp Inc. ($6.47K), Ergoteles LLC ($1.50K), and Zullo Investment Group Inc. ($500.00).

How much institutional selling is happening at Fidelity D & D Bancorp?

Institutional investors have sold a total of 36,712 shares in the last 24 months. This volume of shares sold represents approximately $1.94M in transactions.


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This page (NASDAQ:FDBC) was last updated on 5/19/2024 by MarketBeat.com Staff

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