Stock Transactions — PATHWARD FINANCIAL INC.

Total Bought
2,264,405
91 transactions
Total Sold
1,923,010
129 transactions
Net
+341,395
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
▲▼
Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
▲▼
Type
Kovitz Investment Group Partners, LLC0568,780+568,7800.000.00+0.00buy
STATE STREET CORP1,274,8511,652,736+377,8850.000.00+0.00buy
JPMORGAN CHASE & CO373,907569,238+195,3310.000.00+0.00buy
FMR LLC2,052,2872,203,603+151,3160.010.01+0.00buy
Assenagon Asset Management S.A.0147,660+147,6600.000.02+0.02buy
Aptus Capital Advisors, LLC099,794+99,7940.000.09+0.09buy
AMERICAN CENTURY COMPANIES INC580,219643,150+62,9310.020.03+0.00buy
CITADEL ADVISORS LLC8,14067,832+59,6920.000.00+0.00buy
GOLDMAN SACHS GROUP INC772,530830,726+58,1960.010.01+0.00buy
Informed Momentum Co LLC047,121+47,1210.000.49+0.49buy
DRIEHAUS CAPITAL MANAGEMENT LLC204,970248,219+43,2490.120.15+0.03buy
Mawer Investment Management Ltd.225,815258,815+33,0000.070.09+0.02buy
KENNEDY CAPITAL MANAGEMENT LLC025,707+25,7070.000.04+0.04buy
NATIXIS ADVISORS, LLC023,640+23,6400.000.00+0.00buy
TUDOR INVESTMENT CORP ET AL66,11187,016+20,9050.050.07+0.02buy
INTECH INVESTMENT MANAGEMENT LLC11,45332,098+20,6450.010.02+0.01buy
Squarepoint Ops LLC6,43026,833+20,4030.000.01+0.00buy
UBS Group AG29,57949,942+20,3630.000.00+0.00buy
RMR Wealth Builders21,45940,406+18,9470.000.01+0.00buy
VICTORY CAPITAL MANAGEMENT INC23,57241,728+18,1560.000.00+0.00buy
ALLIANCEBERNSTEIN L.P.30,38046,412+16,0320.000.00+0.00buy
MOODY ALDRICH PARTNERS LLC124,117138,409+14,2921.491.89+0.40buy
CenterBook Partners LP17,94630,468+12,5220.070.13+0.06buy
XTX Topco Ltd012,470+12,4700.000.08+0.08buy
GEODE CAPITAL MANAGEMENT, LLC699,884711,538+11,6540.000.00+0.00buy
Inspire Investing, LLC011,088+11,0880.000.09+0.09buy
SEI INVESTMENTS CO26,44837,105+10,6570.000.00+0.00buy
PUBLIC SECTOR PENSION INVESTMENT BOARD225,956234,937+8,9810.080.07-0.01buy
Verition Fund Management LLC10,36118,647+8,2860.000.01+0.00buy
Amundi4,39712,607+8,2100.000.00+0.00buy
TEACHER RETIREMENT SYSTEM OF TEXAS38,10645,470+7,3640.010.01+0.00buy
Vinva Investment Management Ltd104,508110,809+6,3012.512.49-0.01buy
AdvisorShares Investments LLC06,040+6,0400.000.09+0.09buy
HSBC HOLDINGS PLC7,11213,039+5,9270.000.00+0.00buy
MERITAGE PORTFOLIO MANAGEMENT05,907+5,9070.000.03+0.03buy
MERCER GLOBAL ADVISORS INC /ADV15,08320,764+5,6810.000.00+0.00buy
RENAISSANCE TECHNOLOGIES LLC05,600+5,6000.000.00+0.00buy
TWO SIGMA ADVISERS, LP124,800130,400+5,6000.020.02+0.00buy
STATE OF WISCONSIN INVESTMENT BOARD92,05497,391+5,3370.020.02+0.00buy
PROFUND ADVISORS LLC04,753+4,7530.000.01+0.01buy
TWO SIGMA SECURITIES, LLC04,674+4,6740.000.06+0.06buy
PRUDENTIAL FINANCIAL INC55,71060,250+4,5400.010.01+0.00buy
XPONANCE, INC.04,167+4,1670.000.00+0.00buy
CITIGROUP INC52,32856,373+4,0450.000.00+0.00buy
ROYCE & ASSOCIATES LP12,61416,614+4,0000.010.01+0.00buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP12,13316,065+3,9320.000.00+0.00buy
Virtu Financial LLC03,760+3,7600.000.01+0.01buy
State of Tennessee, Department of Treasury7,07210,586+3,5140.000.00+0.00buy
WELLS FARGO & COMPANY/MN11,01614,116+3,1000.000.00+0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC328,413331,455+3,0420.000.00+0.00buy
ALTFEST L J & CO INC03,014+3,0140.000.03+0.03buy
Pictet Asset Management Holding SA02,858+2,8580.000.00+0.00buy
NORTHERN TRUST CORP265,162268,016+2,8540.000.00-0.00buy
PRINCIPAL FINANCIAL GROUP INC117,915120,731+2,8160.000.00+0.00buy
AXA S.A.02,760+2,7600.000.00+0.00buy
BANK OF MONTREAL /CAN/02,738+2,7380.000.00+0.00buy
Trexquant Investment LP10,20812,654+2,4460.010.01+0.00buy
ProShare Advisors LLC5,2427,571+2,3290.000.00+0.00buy
Epoch Investment Partners, Inc.53,12155,013+1,8920.020.02+0.00buy
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC22,76824,400+1,6320.030.03+0.00buy
Zurcher Kantonalbank (Zurich Cantonalbank)6,3677,982+1,6150.000.00+0.00buy
ENVESTNET ASSET MANAGEMENT INC16,54918,062+1,5130.000.00+0.00buy
ALGERT GLOBAL LLC113,484114,977+1,4930.200.20-0.00buy
PRICE T ROWE ASSOCIATES INC /MD/14,21415,694+1,4800.000.00+0.00buy
BARCLAYS PLC56,32757,775+1,4480.000.00+0.00buy
MetLife Investment Management, LLC14,20915,217+1,0080.010.01+0.00buy
Handelsbanken Fonder AB5,3006,200+9000.000.00+0.00buy
Diversified Trust Co8,1448,931+7870.010.02+0.00buy
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.13,75914,302+5430.000.00+0.00buy
Aquatic Capital Management LLC4,8005,333+5330.010.01+0.00buy
Sterling Capital Management LLC71587+5160.000.00+0.00buy
KBC Group NV9721,417+4450.000.00+0.00buy
Smartleaf Asset Management LLC137551+4140.000.00+0.00buy
Cetera Investment Advisers5,9366,107+1710.000.00+0.00buy
Versant Capital Management, Inc0150+1500.000.00+0.00buy
Cambria Investment Management, L.P.5,5715,700+1290.020.03+0.00buy
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,0493,166+1170.000.00-0.00buy
GAMMA Investing LLC413505+920.000.00+0.00buy
PICTON MAHONEY ASSET MANAGEMENT317396+790.000.00+0.00buy
BESSEMER GROUP INC40102+620.000.00+0.00buy
CWM, LLC601662+610.000.00+0.00buy
Bogart Wealth, LLC056+560.000.00+0.00buy
Pinnacle Wealth Planning Services, Inc.055+550.000.00+0.00buy
Mesirow Financial Investment Management, Inc.4,2494,302+530.010.01+0.00buy
Parallel Advisors, LLC045+450.000.00+0.00buy
ASSETMARK, INC043+430.000.00+0.00buy
Allspring Global Investments Holdings, LLC6,9636,979+160.000.00+0.00buy
Russell Investments Group, Ltd.24,76324,777+140.000.00+0.00buy
Covestor Ltd173186+130.010.01+0.00buy
EverSource Wealth Advisors, LLC011+110.000.00+0.00buy
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC3,7573,764+70.000.00+0.00buy
Ameritas Investment Partners, Inc.2,5032,50300.010.01+0.00hold
MassMutual Private Wealth & Trust, FSB828200.000.00+0.00hold
OREGON PUBLIC EMPLOYEES RETIREMENT FUND5,8615,86100.010.01+0.00hold
FIRST COMMUNITY TRUST NA90090000.050.05-0.00hold
DENALI ADVISORS LLC48,37048,37000.340.37+0.03hold
LOS ANGELES CAPITAL MANAGEMENT LLC7,2147,21400.000.00+0.00hold
SHELL ASSET MANAGEMENT CO1,7581,75800.010.01+0.00hold
PRINCIPAL SECURITIES, INC.212100.000.00+0.00hold
EMERALD MUTUAL FUND ADVISERS TRUST16,57216,57200.060.07+0.02hold
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