Professional Holding Corp (PFHD) Ownership

30.04 ↑0.07 (0.23%)
As of Market Close on December 1st, 2022.

Institutional Ownership

T. Rowe Price Associates, Inc. is the biggest individual institutional holder of Professional Holding Corp (PFHD), owning a total of 1.8 million shares. Combined, the top 20 institutional holders of PFHD own 50.09% of the company with a total of 6.9 million shares.

In the latest ownership report on September 30th 2022, the top 20 institutional holders increased their combined ownership of PFHD by 267 thousand shares. 6 institutions bought 425,108 total additional shares and increased their ownership by an average of 11.20%. However 5 institutions sold 158,289 total shares and decreased their ownership by an average of 5.07%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Professional Holding Corp increased by a net total of 266,819 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Endeavour Capital Advisors Inc7.030%-10.182%970,973-110,0712022-09-30
Wellington Management Company LLP5.065%-1.492%699,456-10,5932022-09-30
Vanguard Group Inc4.487%-2.650%619,638-16,8702022-09-30
Gardner Lewis Asset Management L P1.722%0.000%237,862237,8622022-09-30
Raymond James & Associates1.622%-0.972%224,055-2,2002022-09-30
State Street Corporation1.295%26.191%178,82637,1152022-09-30
Raymond James Finl Svs Advisors, Inc.1.200%-10.069%165,718-18,5552022-09-30
Dimensional Fund Advisors, Inc.0.954%25.992%131,78427,1872022-09-30
Goldman Sachs Group Inc0.461%0.000%63,61863,6182022-09-30
Bank of New York Mellon Corp0.407%14.992%56,2607,3352022-09-30
Ergoteles LLC0.376%0.000%51,99151,9912022-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
T. Rowe Price Associates, Inc.12.852%-0.356%1,774,945-6,3352022-06-30
Endeavour Capital Advisors Inc7.030%-10.182%970,973-110,0712022-09-30
FMR Inc5.526%1.613%763,15512,1142022-06-30
Wellington Management Company LLP5.065%-1.492%699,456-10,5932022-09-30
Vanguard Group Inc4.487%-2.650%619,638-16,8702022-09-30
Gardner Lewis Asset Management L P1.722%0.000%237,862237,8622022-09-30
Raymond James & Associates1.622%-0.972%224,055-2,2002022-09-30
Geode Capital Management, LLC1.584%80.452%218,72097,5132022-06-30
AllianceBernstein L.P.1.570%49.848%216,83072,1302022-06-30
Kennedy Capital Management Inc1.521%32.427%210,02951,4292022-06-30
State Street Corporation1.295%26.191%178,82637,1152022-09-30
Raymond James Finl Svs Advisors, Inc.1.200%-10.069%165,718-18,5552022-09-30
Dimensional Fund Advisors, Inc.0.954%25.992%131,78427,1872022-09-30
Banc Funds Co LLC0.943%-27.183%130,261-48,6262022-06-30
Northern Trust Corp0.780%376.283%107,67885,0702022-06-30
Goldman Sachs Group Inc0.461%0.000%63,61863,6182022-09-30
Bank of New York Mellon Corp0.407%14.992%56,2607,3352022-09-30
Ergoteles LLC0.376%0.000%51,99151,9912022-09-30
Two Sigma Advisers, LLC0.360%12.443%49,7005,5002022-06-30
Susquehanna International Group, LLP0.333%41.493%46,03613,5002022-06-30

Mutual Fund Ownership

FIAM Small Cap Core Class B is the biggest individual fund holder of Professional Holding Corp (PFHD), owning a total of 602 thousand shares. Combined, the top 20 mutual fund holders of PFHD own 24.44% of the company with a total of 3.4 million shares.

In the latest ownership report on October 31st 2022, the top 20 fund holders increased their combined ownership of PFHD by 3 thousand shares. 3 funds bought 2,982 total additional shares and increased their ownership by an average of 2.10%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Professional Holding Corp increased by a net total of 2,982 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.664%0.000%367,86702022-10-31
iShares Russell 2000 ETF2.000%0.324%276,1798932022-10-31
Vanguard Extended Market Index Investor1.329%0.000%183,48702022-10-31
iShares Russell 2000 Value ETF0.910%0.295%125,6453702022-10-31
State St Russell Sm Cap® Indx NL Cl C0.345%0.000%47,68602022-10-31
iShares Core S&P Total US Stock Mkt ETF0.255%0.000%35,21902022-10-31
First Trust Dow Jones Sel MicroCap ETF0.238%0.000%32,81902022-10-31
Vanguard Russell 2000 ETF0.232%5.672%32,0281,7192022-10-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
FIAM Small Cap Core Class B4.360%1.981%602,20011,7002022-08-31
FIAM Small Cap Core Composite4.115%1.095%568,2546,1542022-06-30
Vanguard Total Stock Mkt Idx Inv2.664%0.000%367,86702022-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr2.664%0.000%367,86702022-09-30
iShares Russell 2000 ETF2.000%0.324%276,1798932022-10-31
Vanguard Extended Market Index Investor1.329%0.000%183,48702022-10-31
T. Rowe Price Small-Cap Stock1.092%-64.261%150,830-271,1982022-09-30
iShares Russell 2000 Value ETF0.910%0.295%125,6453702022-10-31
T. Rowe Price U.S. SC Core Eq Tr-Z0.758%-20.228%104,632-26,5312022-09-30
Fidelity® Small Cap Index0.727%4.427%100,3924,2562022-08-31
Strategic Advisers® Fidelity US TtlStk0.589%-8.544%81,350-7,6002022-09-30
T. Rowe Price US Small-Cap Core Equity0.576%-63.142%79,596-136,3582022-09-30
T. Rowe Price Instl Small-Cap Stock0.576%-63.142%79,596-136,3582022-09-30
Fidelity® Extended Market Index0.480%0.000%66,25302022-09-30
State St Russell Sm Cap® Indx NL Cl C0.345%0.000%47,68602022-10-31
NT R2000 Value Index Fund - NL0.269%-1.479%37,099-5572022-09-30
NT R2000 Index Fund - NL0.264%-1.748%36,480-6492022-09-30
iShares Core S&P Total US Stock Mkt ETF0.255%0.000%35,21902022-10-31
First Trust Dow Jones Sel MicroCap ETF0.238%0.000%32,81902022-10-31
Vanguard Russell 2000 ETF0.232%5.672%32,0281,7192022-10-31

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