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Get Institutions for : 
Essa Bancorp Inc (ESSA)  
$17.12 0.12 (0.71%) as of 4:30 Tue 5/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 62    1
Total shares held : 
4,440,717  
% of shares held : 
40.55%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  7  
Amount of shares held : 
-7,834  
% of shares held change : 
  -0.07%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$14.75  
Last Quarter's Ending Price : 
$20.02  
Last Quarter's Average Price
$16.72  
Change from last quarter's     
avg. price to the last closing  : 
0.40 (2.39%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 30,496
 0.69%
 
Increased Positions :
22
 146,750
 3.3%
 
Unchanged Positions :
20
 831,364
 18.72%
 
Decreased Positions :
16
-151,542
-3.41%
 
Closed Positions :
3
-33,538
-0.76%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   DIMENSIONAL FUND ADVISORS INC 2358 - 2024-03-31 486,064 $8,861,000 0
   Oppenheimer & Close LLC 22 - 2024-03-31 86,175 $1,571,000 0
   PHILADELPHIA TRUST CO 115 - 2023-12-31 51,859 $1,038,000 0
   MERCER GLOBAL ADVISORS INC /ADV 1212 - 2023-12-31 30,000 $601,000 0
   Stilwell Value LLC 18 - 2024-03-31 25,000 $456,000 0
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 3088 - 2024-03-31 23,046 $420,000 0
   PNC FINANCIAL SERVICES GROUP INC 1664 - 2024-03-31 22,285 $406,000 0
   HSBC HOLDINGS PLC 1801 - 2023-12-31 15,635 $319,000 0
   Cedar Brook Financial Partners LLC 303 - 2024-03-31 17,072 $311,000 0
   NUVEEN ASSET MANAGEMENT, LLC 3155 - 2023-12-31 11,565 $232,000 0
   Harbor Advisors LLC 166 - 2024-03-31 10,000 $182,000 0
   MetLife Investment Advisors LLC 2628 - 2023-12-31 4,734 $95,000 0
   COMERICA BANK 2741 - 2023-12-31 2,226 $45,000 0
   Founders Capital Management 192 - 2024-03-31 1,500 $27,000 0
   PEOPLES FINANCIAL SERVICES CORP. 185 - 2024-03-31 1,462 $27,000 0
   LEGAL & GENERAL GROUP PLC 3129 - 2023-12-31 795 $16,000 0
   SUMMIT INVESTMENT ADVISORS INC 2729 - 2023-12-31 718 $14,000 0
   METROPOLITAN LIFE INSURANCE CO/NY 2181 - 2023-12-31 491 $10,000 0
   VALLEY NATIONAL ADVISERS INC 1001 - 2024-03-31 134 $2,000 0
   PROEQUITIES INC. 8041 - 2024-03-31 0 $0 0

  20 Records found
  1    
  Page 1 of 1
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