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William Penn Bancorporation

Q4 2024 vs Q1 2025

Comparing institutional holders between quarters

Quarters

Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Alliancebernstein L.P.
INCREASED
Shares549,381 from 420,557
Change+128,824 (+31%)
Value$6.0M (+$952.6K)
Filed 2025-05-15
Vanguard Group Inc
DECREASED
Shares430,838 from 490,354
Change-59,516 (-12%)
Value$4.7M (-$1.2M)
Filed 2025-05-09
Deprince Race & Zollo Inc
INCREASED
Shares324,004 from 250,951
Change+73,053 (+29%)
Value$3.5M (+$526.7K)
Filed 2025-05-15
Gardner Lewis Asset Management L P
INCREASED
Shares275,120 from 235,586
Change+39,534 (+17%)
Value$3.0M (+$177.3K)
Filed 2025-05-12
Russell Investments Group, Ltd.
INCREASED
Shares265,234 from 195,036
Change+70,198 (+36%)
Value$2.9M (+$555.9K)
Filed 2025-05-13
Mangrove Partners IM, LLC
UNCHANGED
Shares119,274 from 119,274
Change0 (0%)
Value$1.3M (-$128.8K)
Filed 2025-05-15
Yakira Capital Management, Inc.
DECREASED
Shares106,642 from 115,177
Change-8,535 (-7%)
Value$1.2M (-$217.6K)
Filed 2025-05-14
Geode Capital Management, LLC
INCREASED
Shares84,047 from 83,376
Change+671 (+1%)
Value$918.2K (-$82.8K)
Filed 2025-05-13
Oppenheimer & Close, LLC
UNCHANGED
Shares75,000 from 75,000
Change0 (0%)
Value$819.0K (-$81.0K)
Filed 2025-04-29
De Lisle Partners LLP
UNCHANGED
Shares65,682 from 65,682
Change0 (0%)
Value$717.6K (-$71.6K)
Filed 2025-05-08
Dimensional Fund Advisors LP
INCREASED
Shares61,946 from 52,357
Change+9,589 (+18%)
Value$676.4K (+$48.1K)
Filed 2025-05-13
Kennedy Investment Group, Inc.
UNCHANGED
Shares55,619 from 55,619
Change0 (0%)
Value$607.4K (-$60.1K)
Filed 2025-04-22
BlackRock, Inc.
DECREASED
Shares55,431 from 58,304
Change-2,873 (-5%)
Value$605.3K (-$94.3K)
Filed 2025-05-02
Prospector Partners LLC
UNCHANGED
Shares52,800 from 52,800
Change0 (0%)
Value$576.6K (-$57.0K)
Filed 2025-05-13
Prelude Capital Management, LLC
INCREASED
Shares45,376 from 28,047
Change+17,329 (+62%)
Value$495.5K (+$158.9K)
Filed 2025-05-15
State Street Corp
UNCHANGED
Shares43,495 from 43,495
Change0 (0%)
Value$475.0K (-$47.0K)
Filed 2025-05-15
Susquehanna International Group, LLP
DECREASED
Shares38,323 from 38,551
Change-228 (-1%)
Value$418.5K (-$44.1K)
Filed 2025-05-14
Osaic Holdings, Inc.
INCREASED
Shares31,863 from 31,058
Change+805 (+3%)
Value$348.0K (-$24.7K)
Filed 2025-05-12
Raymond James Financial Inc
UNCHANGED
Shares27,162 from 27,162
Change0 (0%)
Value$296.6K (-$29.3K)
Filed 2025-05-13
UBS Group AG
INCREASED
Shares24,538 from 17,820
Change+6,718 (+38%)
Value$268.0K (+$54.1K)
Filed 2025-05-13
Renaissance Technologies LLC
DECREASED
Shares22,300 from 34,400
Change-12,100 (-35%)
Value$243.5K (-$169.3K)
Filed 2025-05-14
Jane Street Group, LLC
NEW
Shares17,879
Change+17,879
Value$195.2K
Filed 2025-05-19
Northern Trust Corp
UNCHANGED
Shares15,953 from 15,953
Change0 (0%)
Value$174.2K (-$17.2K)
Filed 2025-05-13
Morgan Stanley
DECREASED
Shares12,509 from 34,877
Change-22,368 (-64%)
Value$136.6K (-$281.9K)
Filed 2025-05-15
Wittenberg Investment Management, Inc.
UNCHANGED
Shares12,219 from 12,219
Change0 (0%)
Value$133.4K (-$13.2K)
Filed 2025-05-12
Qube Research & Technologies Ltd
DECREASED
Shares11,935 from 27,878
Change-15,943 (-57%)
Value$130.3K (-$204.2K)
Filed 2025-05-15
Citigroup Inc
DECREASED
Shares5,704 from 6,315
Change-611 (-10%)
Value$62.3K (-$13.5K)
Filed 2025-05-12
Longfellow Investment Management Co LLC
UNCHANGED
Shares5,465 from 5,465
Change0 (0%)
Value$59.7K (-$5.9K)
Filed 2025-05-12
Royal Bank of Canada
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$23.0K (-$2.0K)
Filed 2025-11-21
American Capital Advisory, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$21.8K (-$2.2K)
Filed 2025-04-28
Tower Research Capital LLC (TRC)
DECREASED
Shares437 from 1,104
Change-667 (-60%)
Value$4.8K (-$8.5K)
Filed 2025-05-15
Bank of America Corp
INCREASED
Shares63 from 60
Change+3 (+5%)
Value$688 (-$32)
Filed 2025-05-15
Barclays PLC
DECREASED
Shares23 from 1,195
Change-1,172 (-98%)
Value$251 (-$14.1K)
Filed 2026-03-17
CSS LLC
CLOSED
Shares0 from 15,148
Change-15,148 (-100%)
Value$0 (-$181.8K)
Filed 2025-05-15
MassMutual Private Wealth & Trust, FSB
CLOSED
Shares0 from 14,905
Change-14,905 (-100%)
Value$0 (-$178.9K)
Filed 2025-04-01
Acadian Asset Management LLC
CLOSED
Shares0 from 4,027
Change-4,027 (-100%)
Value$0 (-$48)
Filed 2025-05-21
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2025-05-14
Status
Alliancebernstein L.P.
INCREASED549,381420,557+128,824+31%$5.0M$6.0M+$952.6K2025-05-15
Vanguard Group Inc
DECREASED430,838490,354-59,516-12%$5.9M$4.7M-$1.2M2025-05-09
Deprince Race & Zollo Inc
INCREASED324,004250,951+73,053+29%$3.0M$3.5M+$526.7K2025-05-15
Gardner Lewis Asset Management L P
INCREASED275,120235,586+39,534+17%$2.8M$3.0M+$177.3K2025-05-12
Russell Investments Group, Ltd.
INCREASED265,234195,036+70,198+36%$2.3M$2.9M+$555.9K2025-05-13
Mangrove Partners IM, LLC
UNCHANGED119,274119,27400%$1.4M$1.3M-$128.8K2025-05-15
Yakira Capital Management, Inc.
DECREASED106,642115,177-8,535-7%$1.4M$1.2M-$217.6K2025-05-14
Geode Capital Management, LLC
INCREASED84,04783,376+671+1%$1.0M$918.2K-$82.8K2025-05-13
Oppenheimer & Close, LLC
UNCHANGED75,00075,00000%$900.0K$819.0K-$81.0K2025-04-29
De Lisle Partners LLP
UNCHANGED65,68265,68200%$789.2K$717.6K-$71.6K2025-05-08
Dimensional Fund Advisors LP
INCREASED61,94652,357+9,589+18%$628.3K$676.4K+$48.1K2025-05-13
Kennedy Investment Group, Inc.
UNCHANGED55,61955,61900%$667.4K$607.4K-$60.1K2025-04-22
BlackRock, Inc.
DECREASED55,43158,304-2,873-5%$699.6K$605.3K-$94.3K2025-05-02
Prospector Partners LLC
UNCHANGED52,80052,80000%$633.6K$576.6K-$57.0K2025-05-13
Prelude Capital Management, LLC
INCREASED45,37628,047+17,329+62%$336.6K$495.5K+$158.9K2025-05-15
State Street Corp
UNCHANGED43,49543,49500%$521.9K$475.0K-$47.0K2025-05-15
Susquehanna International Group, LLP
DECREASED38,32338,551-228-1%$462.6K$418.5K-$44.1K2025-05-14
Osaic Holdings, Inc.
INCREASED31,86331,058+805+3%$372.7K$348.0K-$24.7K2025-05-12
Raymond James Financial Inc
UNCHANGED27,16227,16200%$325.9K$296.6K-$29.3K2025-05-13
UBS Group AG
INCREASED24,53817,820+6,718+38%$213.8K$268.0K+$54.1K2025-05-13
Renaissance Technologies LLC
DECREASED22,30034,400-12,100-35%$412.8K$243.5K-$169.3K2025-05-14
Jane Street Group, LLC
NEW17,879—+17,879——$195.2K—2025-05-19
Northern Trust Corp
UNCHANGED15,95315,95300%$191.4K$174.2K-$17.2K2025-05-13
Morgan Stanley
DECREASED12,50934,877-22,368-64%$418.5K$136.6K-$281.9K2025-05-15
Wittenberg Investment Management, Inc.
UNCHANGED12,21912,21900%$146.6K$133.4K-$13.2K2025-05-12
Qube Research & Technologies Ltd
DECREASED11,93527,878-15,943-57%$334.5K$130.3K-$204.2K2025-05-15
Citigroup Inc
DECREASED5,7046,315-611-10%$75.8K$62.3K-$13.5K2025-05-12
Longfellow Investment Management Co LLC
UNCHANGED5,4655,46500%$65.6K$59.7K-$5.9K2025-05-12
Royal Bank of Canada
UNCHANGED2,1002,10000%$25.0K$23.0K-$2.0K2025-11-21
American Capital Advisory, LLC
UNCHANGED2,0002,00000%$24.0K$21.8K-$2.2K2025-04-28
Tower Research Capital LLC (TRC)
DECREASED4371,104-667-60%$13.2K$4.8K-$8.5K2025-05-15
Bank of America Corp
INCREASED6360+3+5%$720$688-$322025-05-15
Barclays PLC
DECREASED231,195-1,172-98%$14.3K$251-$14.1K2026-03-17
CSS LLC
CLOSED015,148-15,148-100%$181.8K$0-$181.8K2025-05-15
MassMutual Private Wealth & Trust, FSB
CLOSED014,905-14,905-100%$178.9K$0-$178.9K2025-04-01
Acadian Asset Management LLC
CLOSED04,027-4,027-100%$48$0-$482025-05-21
Proequities, Inc.
UNCHANGED000—$0$0$02025-05-14
Showing 37 of 37 institutions