Stock Transactions — PATHWARD FINANCIAL INC.

Total Bought
2,910,702
127 transactions
Total Sold
1,883,966
125 transactions
Net
+1,026,736
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
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Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
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Type
EARNEST PARTNERS LLC0573,512+573,5120.000.21+0.21buy
BANK OF AMERICA CORP /DE/45,060302,503+257,4430.000.00+0.00buy
FMR LLC1,717,3911,956,515+239,1240.010.01+0.00buy
NEW YORK STATE COMMON RETIREMENT FUND31,046263,913+232,8670.000.03+0.03buy
SEI INVESTMENTS CO7,561131,371+123,8100.000.01+0.01buy
JANE STREET GROUP, LLC49,666163,225+113,5590.000.02+0.01buy
BRIDGEWAY CAPITAL MANAGEMENT, LLC0108,060+108,0600.000.19+0.19buy
Empowered Funds, LLC097,176+97,1760.000.06+0.06buy
NEUMEIER POMA INVESTMENT COUNSEL LLC264,100356,200+92,1001.552.62+1.07buy
TWO SIGMA INVESTMENTS, LP187,990269,961+81,9710.020.02+0.00buy
Allspring Global Investments Holdings, LLC159,673232,830+73,1570.020.04+0.02buy
WELLS FARGO & COMPANY/MN25,12093,212+68,0920.000.00+0.00buy
WCM INVESTMENT MANAGEMENT, LLC062,463+62,4630.000.01+0.01buy
BALYASNY ASSET MANAGEMENT L.P.51,892107,793+55,9010.010.02+0.01buy
Clearbridge Investments, LLC155,243209,219+53,9760.010.02+0.01buy
RENAISSANCE TECHNOLOGIES LLC046,058+46,0580.000.01+0.01buy
PRINCIPAL FINANCIAL GROUP INC108,900151,892+42,9920.000.01+0.00buy
ENVESTNET ASSET MANAGEMENT INC40,97275,387+34,4150.000.00+0.00buy
STATE STREET CORP1,294,8361,328,788+33,9520.000.00+0.00buy
Vident Advisory, LLC031,673+31,6730.000.02+0.02buy
OPPENHEIMER ASSET MANAGEMENT INC.027,522+27,5220.000.03+0.03buy
RAYMOND JAMES FINANCIAL INC6,45932,336+25,8770.000.00+0.00buy
FIRST TRUST ADVISORS LP59,93385,411+25,4780.000.01+0.00buy
UBS Group AG93,495118,036+24,5410.000.00+0.00buy
XTX Topco Ltd6,19430,286+24,0920.010.05+0.04buy
FRANKLIN RESOURCES INC47,46369,012+21,5490.000.00+0.00buy
LOS ANGELES CAPITAL MANAGEMENT LLC24420,962+20,7180.000.01+0.01buy
D. E. Shaw & Co., Inc.112,264132,407+20,1430.010.01+0.00buy
ROYAL BANK OF CANADA4,72924,348+19,6190.000.00+0.00buy
Universal- Beteiligungs- und Servicegesellschaft mbH36,27151,451+15,1800.000.01+0.00buy
Quantbot Technologies LP18,57933,082+14,5030.040.12+0.08buy
Quantinno Capital Management LP012,341+12,3410.000.00+0.00buy
Squarepoint Ops LLC8,23220,500+12,2680.000.00+0.00buy
FIFTH THIRD BANCORP4811,275+11,2270.000.00+0.00buy
JONES FINANCIAL COMPANIES LLLP208,962+8,9420.000.00+0.00buy
Atria Investments, Inc08,934+8,9340.000.01+0.01buy
NORTHERN TRUST CORP249,427257,135+7,7080.000.00+0.00buy
GEODE CAPITAL MANAGEMENT, LLC692,116699,745+7,6290.000.00+0.00buy
MARSHALL WACE, LLP07,400+7,4000.000.00+0.00buy
NATIXIS ADVISORS, LLC11,77719,065+7,2880.000.00+0.00buy
Guardian Wealth Management, Inc.48,22955,436+7,2072.012.70+0.69buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM21,59628,604+7,0080.000.00+0.00buy
&PARTNERS06,931+6,9310.000.00+0.00buy
CAPTRUST FINANCIAL ADVISORS06,827+6,8270.000.00+0.00buy
LPL Financial LLC05,693+5,6930.000.00+0.00buy
CSM Advisors, LLC58,36364,051+5,6880.110.14+0.03buy
HSBC HOLDINGS PLC7,98513,584+5,5990.000.00+0.00buy
ALPS ADVISORS INC05,430+5,4300.000.00+0.00buy
Jump Financial, LLC16,73022,080+5,3500.010.03+0.01buy
TEACHER RETIREMENT SYSTEM OF TEXAS3,3268,231+4,9050.000.00+0.00buy
EMERALD MUTUAL FUND ADVISERS TRUST16,57221,450+4,8780.060.09+0.04buy
TRUIST FINANCIAL CORP04,837+4,8370.000.00+0.00buy
OCCUDO QUANTITATIVE STRATEGIES LP04,811+4,8110.000.02+0.02buy
EQUITABLE TRUST CO04,456+4,4560.000.02+0.02buy
BNP PARIBAS FINANCIAL MARKETS33,34637,639+4,2930.000.00+0.00buy
Abel Hall, LLC04,079+4,0790.000.08+0.08buy
AQR CAPITAL MANAGEMENT LLC7,43911,399+3,9600.000.00+0.00buy
PARK AVENUE SECURITIES LLC03,932+3,9320.000.00+0.00buy
Schonfeld Strategic Advisors LLC8,99412,919+3,9250.000.01+0.01buy
MERCER GLOBAL ADVISORS INC /ADV11,51015,350+3,8400.010.00-0.01buy
PRICE T ROWE ASSOCIATES INC /MD/21,35224,885+3,5330.000.00+0.00buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC151,768155,287+3,5190.000.00+0.00buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP24,71827,819+3,1010.000.00+0.00buy
SHEETS SMITH WEALTH MANAGEMENT5,2678,019+2,7520.040.08+0.04buy
Neuberger Berman Group LLC02,609+2,6090.000.00+0.00buy
Procyon Advisors, LLC02,561+2,5610.000.01+0.01buy
AXQ CAPITAL, LP02,549+2,5490.000.03+0.03buy
GTS SECURITIES LLC02,539+2,5390.000.01+0.01buy
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC02,491+2,4910.000.00+0.00buy
Corient Private Wealth LLC02,446+2,4460.000.00+0.00buy
CAPSTONE INVESTMENT ADVISORS, LLC02,444+2,4440.000.00+0.00buy
Horizon Investments, LLC8,49310,878+2,3850.010.01+0.00buy
WEDBUSH SECURITIES INC02,378+2,3780.000.01+0.01buy
Brooklyn Investment Group02,363+2,3630.000.01+0.01buy
Zurcher Kantonalbank (Zurich Cantonalbank)7,5019,846+2,3450.000.00+0.00buy
COMMONWEALTH EQUITY SERVICES, LLC02,258+2,2580.000.00+0.00buy
ROYCE & ASSOCIATES LP9,14211,014+1,8720.010.01+0.00buy
Aptus Capital Advisors, LLC142,813144,273+1,4600.090.11+0.02buy
Hilltop National Bank01,247+1,2470.000.03+0.03buy
Diversified Trust Co10,23911,459+1,2200.010.02+0.01buy
OSAIC HOLDINGS, INC.4,7935,945+1,1520.000.00+0.00buy
PRUDENTIAL FINANCIAL INC21,04822,178+1,1300.000.00+0.00buy
FEDERATED HERMES, INC.53,28154,281+1,0000.010.01+0.00buy
Elgethun Capital Management202,782203,763+9812.493.01+0.52buy
Cetera Investment Advisers4,8165,792+9760.000.00+0.00buy
UNITED CAPITAL FINANCIAL ADVISORS, LLC10,80911,778+9690.000.01+0.00buy
RMR Capital Management, LLC38,16939,077+9081.962.52+0.56buy
JANUS HENDERSON GROUP PLC19,21820,055+8370.000.00+0.00buy
HighTower Advisors, LLC4,6825,420+7380.000.00+0.00buy
State of Tennessee, Department of Treasury9,73410,341+6070.000.00+0.00buy
HARBOUR INVESTMENTS, INC.0600+6000.000.00+0.00buy
Transamerica Financial Advisors, LLC322915+5930.000.01+0.01buy
PANAGORA ASSET MANAGEMENT INC174,251174,776+5250.040.06+0.01buy
ALLIANCEBERNSTEIN L.P.28,10728,407+3000.000.00+0.00buy
Rockefeller Capital Management L.P.8531,125+2720.000.00+0.00buy
MML INVESTORS SERVICES, LLC11,29411,531+2370.000.00+0.00buy
Cambria Investment Management, L.P.11,17311,402+2290.050.06+0.01buy
PNC FINANCIAL SERVICES GROUP, INC.2,1072,307+2000.000.00+0.00buy
Tower Research Capital LLC (TRC)1,5871,779+1920.000.00+0.00buy
Koshinski Asset Management, Inc.2,8593,019+1600.010.02+0.00buy
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