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Burke & Herbert Financial Services (BHRB) Institutional Ownership

$49.53
-0.48 (-0.96%)
(As of 04:00 PM ET)

Institutional Ownership Changes (13F Filings) for Burke & Herbert Financial Services (NASDAQ:BHRB)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$1.45M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$1.32M
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BHRB Institutional Buying and Selling by Quarter

Burke & Herbert Financial Services Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2024 Quadrature Capital Ltd6,989$392K0.0%N/A0.094%
5/10/2024 Vanguard Group Inc.341,705$19.15M0.0%+1.4%0.000%
5/7/2024 SG Americas Securities LLC2,562$144K0.0%-35.2%0.000%
2/14/2024 Cassaday & Co Wealth Management LLC4,320$272K0.0%-28.5%0.000%
2/9/2024 Cassaday & Co Wealth Management LLC4,320$272K0.0%-28.5%0.000%
2/9/2024 Franklin Resources Inc.14,968$941K0.0%-19.9%0.000%
1/26/2024 Sandy Spring Bank15,862$998K0.0%-39.0%0.000%
1/12/2024 SG Americas Securities LLC3,955$249K0.0%+52.3%0.000%
11/13/2023 McGinn Penninger Investment Management Inc.70,401$3.27M2.6%-4.1%0.000%
11/8/2023 Moors & Cabot Inc.37,769$1.76M0.1%-0.8%0.000%
11/6/2023 Cassaday & Co Wealth Management LLC6,040$281K0.0%N/A0.000%
10/30/2023 Sandy Spring Bank25,998$1.21M0.1%+2.1%0.000%
10/27/2023 Allspring Global Investments Holdings LLC936$43K0.0%N/A0.000%
10/24/2023 Bank of New York Mellon Corp19,865$923K0.0%+24.1%0.000%
10/16/2023 Burke & Herbert Bank & Trust Co.241,440$11.22M9.1%+0.6%0.000%
10/13/2023 SG Americas Securities LLC2,596$121K0.0%N/A0.000%
9/21/2023 Barclays PLC1,281$82K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

BHRB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BHRB shares?

During the previous two years, 12 institutional investors and hedge funds held shares of Burke & Herbert Financial Services. The most heavily invested institutionals were Vanguard Group Inc. ($19.15M), Burke & Herbert Bank & Trust Co. ($11.22M), McGinn Penninger Investment Management Inc. ($3.27M), Moors & Cabot Inc. ($1.76M), Sandy Spring Bank ($998K), Franklin Resources Inc. ($941K), and Bank of New York Mellon Corp ($923K).Learn more on BHRB's institutional investors.

Which institutional investors have been buying Burke & Herbert Financial Services stock?

Of the 9 institutional investors that purchased Burke & Herbert Financial Services stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Quadrature Capital Ltd ($6.99K), Cassaday & Co Wealth Management LLC ($6.04K), Vanguard Group Inc. ($4.57K), SG Americas Securities LLC ($3.96K), Bank of New York Mellon Corp ($3.86K), Burke & Herbert Bank & Trust Co. ($1.34K), and Barclays PLC ($1.28K).

How much institutional buying is happening at Burke & Herbert Financial Services?

Institutional investors have bought a total of 29,520 shares in the last 24 months. This purchase volume represents approximately $1.45M in transactions.

Which Burke & Herbert Financial Services major shareholders have been selling company stock?

The following institutional investors have sold Burke & Herbert Financial Services stock in the last 24 months: Sandy Spring Bank ($10.14K), Franklin Resources Inc. ($3.72K), Cassaday & Co Wealth Management LLC ($3.44K), McGinn Penninger Investment Management Inc. ($3.04K), SG Americas Securities LLC ($1.39K), and Moors & Cabot Inc. ($319.00).

How much institutional selling is happening at Burke & Herbert Financial Services?

Institutional investors have sold a total of 22,050 shares in the last 24 months. This volume of shares sold represents approximately $1.32M in transactions.


This page (NASDAQ:BHRB) was last updated on 5/21/2024 by MarketBeat.com Staff

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