CB Financial Services (CBFV) Institutional Ownership

$22.37
-0.03 (-0.13%)
(As of 05/14/2024 ET)

Institutional Ownership Changes (13F Filings) for CB Financial Services (NASDAQ:CBFV)

Current
Institutional Ownership
Percentage
33.06%
Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$2.87M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$1.19M
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CBFV Institutional Buying and Selling by Quarter

CB Financial Services Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2024 HBK Sorce Advisory LLC11,130$241K0.0%-29.2%0.216%
5/7/2024 Empowered Funds LLC28,804$623K0.0%+7.9%0.560%
5/1/2024 Janney Montgomery Scott LLC305,295$6.60M0.0%-6.6%5.940%
4/23/2024 Wesbanco Bank Inc.11,277$244K0.0%-20.3%0.219%
2/8/2024 Janney Montgomery Scott LLC326,985$7.79M0.0%+1.1%6.386%
11/8/2023 Salzhauer Michael35,350$756K0.8%-1.6%0.690%
11/8/2023 Janney Montgomery Scott LLC323,381$6.92M0.0%+3.9%6.316%
11/6/2023 HBK Sorce Advisory LLC15,730$341K0.0%-24.2%0.307%
8/8/2023 Salzhauer Michael35,923$744K0.8%-1.8%0.703%
8/4/2023 HBK Sorce Advisory LLC20,750$422K0.0%-50.0%0.406%
8/2/2023 Bank of Montreal Can42,984$890K0.0%N/A0.841%
7/27/2023EA Series Trust22,504$457K0.0%N/A0.440%
7/26/2023 Janney Montgomery Scott LLC311,163$6.44M0.0%+22.3%6.089%
4/28/2023 Janney Montgomery Scott LLC254,503$5.53M0.0%+3.5%4.971%
2/13/2023Petiole USA ltd215,198$4.61M3.4%+4.7%4.228%
2/9/2023 HBK Sorce Advisory LLC41,500$889K0.0%+100.0%0.815%
2/1/2023 Janney Montgomery Scott LLC246,006$5.27M0.0%+1.3%4.833%
10/25/2022 Janney Montgomery Scott LLC242,872$5.29M0.0%-0.4%4.754%
8/3/2022 Janney Montgomery Scott LLC243,872$5.35M0.0%-3.6%4.735%
2/11/2022Petiole USA ltd179,046$4.31M3.1%N/A3.380%
2/9/2022 UMB Bank N A MO12,385$298K0.0%N/A0.234%
2/7/2022American Century Companies Inc.12,376$298K0.0%+36.4%0.234%
2/7/2022 BHZ Capital Management LP19,553$471K0.2%-7.1%0.369%
2/3/2022 First National Trust Co19,941$480K0.0%+130.5%0.376%
1/27/2022 Janney Montgomery Scott LLC254,667$6.13M0.0%-0.6%4.808%
11/12/2021 Renaissance Technologies LLC85,304$2M0.0%-20.1%1.610%
11/12/2021Fourthstone LLC92,500$2.17M0.9%+42.3%1.746%
11/12/2021The Manufacturers Life Insurance Company151,286$3.55M0.0%+393.5%2.812%
11/12/2021 Geode Capital Management LLC47,616$1.10M0.0%+6.3%0.885%
11/10/2021American Century Companies Inc.9,072$209K0.0%N/A0.169%
11/9/2021Barclays PLC8,675$203K0.0%-8.0%0.161%
11/9/2021 BlackRock Inc.13,765$322K0.0%-10.7%0.256%
11/5/2021 First National Trust Co8,650$203K0.0%N/A0.161%
10/29/2021 Janney Montgomery Scott LLC256,162$6.01M0.0%-2.0%4.761%
8/17/2021Millennium Management LLC104,238$2.31M0.0%N/A1.938%
8/17/2021Bridgeway Capital Management LLC49,000$1.09M0.0%+3.4%0.911%
8/16/2021Invenomic Capital Management LP4,087$90K0.0%N/A0.076%
8/16/2021Rodgers Brothers Inc.11,160$247K0.0%+15.5%0.207%
8/13/2021 Renaissance Technologies LLC106,799$2.37M0.0%+14.6%1.985%
8/13/2021 Geode Capital Management LLC44,809$992K0.0%-41.9%0.833%
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8/13/2021 Vanguard Group Inc.214,242$4.75M0.0%-7.7%3.982%
8/12/2021 JPMorgan Chase & Co.1,604$36K0.0%-93.4%0.030%
8/12/2021The Manufacturers Life Insurance Company30,656$679K0.0%N/A0.564%
8/12/2021Ergoteles LLC21,400$474K0.0%N/A0.394%
8/11/2021 Bank of New York Mellon Corp16,744$371K0.0%-46.2%0.308%
8/10/2021 BHZ Capital Management LP21,053$466K0.2%-5.2%0.387%
8/5/2021Fourthstone LLC64,984$1.45M0.6%+500.5%1.196%
5/18/2021Rodgers Brothers Inc.9,660$214K0.0%N/A0.178%
5/17/2021Captrust Financial Advisors2,484$55K0.0%N/A0.046%
5/17/2021Goldman Sachs Group Inc.21,918$485K0.0%N/A0.403%
5/14/2021Stonebridge Capital Advisors LLC1,159$26K0.0%N/A0.021%
5/14/2021 HBK Sorce Advisory LLC20,750$459K0.0%+3.0%0.382%
5/13/2021Barclays PLC12,424$275K0.0%+44.6%0.229%
5/13/2021 Renaissance Technologies LLC93,199$2.06M0.0%+43.1%1.715%
5/13/2021 Bank of New York Mellon Corp31,117$689K0.0%+2.0%0.573%
5/12/2021Northern Trust Corp47,121$1.04M0.0%-8.7%0.867%
5/12/2021 Geode Capital Management LLC77,100$1.71M0.0%+0.8%1.419%
5/12/2021 Salzhauer Michael36,573$810K0.4%+6.7%0.673%
5/12/2021Fourthstone LLC10,822$239K0.1%N/A0.199%
5/12/2021 JPMorgan Chase & Co.24,247$537K0.0%+2.6%0.446%
5/12/2021 UBS Group AG2,231$50K0.0%-23.5%0.041%
5/11/2021 Acadian Asset Management LLC4,041$89K0.0%-29.7%0.074%
5/10/2021 BHZ Capital Management LP22,198$491K0.2%N/A0.409%
5/7/2021 BlackRock Inc.261,335$5.78M0.0%+14.2%4.809%
5/7/2021 BNP Paribas Arbitrage SA2,644$59K0.0%+151.1%0.049%
5/6/2021 Abundance Wealth Counselors4,202$93K0.0%N/A0.077%
5/6/2021 Wesbanco Bank Inc.14,268$316K0.0%N/A0.263%
5/5/2021 Abundance Wealth Counselors1,126$448K1.8%N/A0.021%
4/27/2021 Janney Montgomery Scott LLC264,250$5.85M0.0%-0.8%4.863%
2/19/2021 JPMorgan Chase & Co.23,638$473K0.0%+50.6%0.438%
2/11/2021Northern Trust Corp51,587$1.03M0.0%-3.2%0.956%
2/10/2021 Renaissance Technologies LLC65,136$1.30M0.0%+6.8%1.207%
2/9/2021 Wells Fargo & Company MN9,563$191K0.0%-16.5%0.177%
2/5/2021 BlackRock Inc.228,849$4.58M0.0%+11.7%4.240%
1/25/2021 Janney Montgomery Scott LLC266,500$5.33M0.0%+1.3%4.937%
11/13/2020Morgan Stanley9,950$190K0.0%-11.8%0.184%
11/12/2020 O Shaughnessy Asset Management LLC5,423$103K0.0%-31.6%0.101%
11/10/2020State Street Corp52,760$1.01M0.0%-3.2%0.978%
11/9/2020 Fifth Third Bancorp4,650$89K0.0%+116.3%0.086%
11/9/2020 Acadian Asset Management LLC7,243$138K0.0%-10.3%0.134%
11/6/2020 BlackRock Inc.204,920$3.91M0.0%+4.2%3.799%
11/6/2020 Janney Montgomery Scott LLC263,164$5.02M0.0%-0.2%4.879%
10/9/2020 FNY Investment Advisers LLC10,200$194K0.1%-49.9%0.189%
8/20/2020 Charles Schwab Investment Management Inc.12,133$265K0.0%N/A0.225%
8/14/2020Bank of America Corp DE10,826$236K0.0%+118.3%0.201%
8/12/2020 American International Group Inc.3,020$66K0.0%N/A0.056%
8/12/2020 Bank of New York Mellon Corp27,798$606K0.0%+133.4%0.516%
8/11/2020M3F Inc.41,266$900K0.7%-18.4%0.766%
8/7/2020 New York State Common Retirement Fund4,500$98K0.0%N/A0.083%
8/6/2020 First National Trust Co9,451$206K0.0%N/A0.175%
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7/31/2020 UBS Group AG2,162$48K0.0%+206.2%0.040%
7/23/2020 Janney Montgomery Scott LLC263,779$5.76M0.0%+3.3%4.894%
7/22/2020 First Trust Advisors LP9,950$217K0.0%N/A0.185%
7/17/2020 Beese Fulmer Investment Management Inc.3,665$80K0.0%N/A0.068%
7/10/2020 FNY Investment Advisers LLC20,341$443K0.3%N/A0.377%
5/18/2020 Advisor Group Holdings Inc.1,685$30K0.0%N/A0.031%
5/14/2020 Wells Fargo & Company MN7,584$146K0.0%+19.6%0.141%
5/14/2020M3F Inc.50,551$976K0.7%+9.8%0.937%
5/14/2020Elizabeth Park Capital Advisors Ltd.2,013$39K0.0%-95.9%0.037%
5/12/2020 Hillsdale Investment Management Inc.3,400$65K0.0%+30.8%0.063%
(Data available from 1/1/2016 forward)

CBFV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CBFV shares?

During the previous two years, the following institutional investors and hedge funds held shares of CB Financial Services shares: Janney Montgomery Scott LLC ($6.60M), Petiole USA ltd ($4.61M), Bank of Montreal Can ($890K), Salzhauer Michael ($756K), Empowered Funds LLC ($623K), EA Series Trust ($457K), and Wesbanco Bank Inc. ($244K).Learn more on CBFV's institutional investors.

What percentage of CB Financial Services stock is owned by institutional investors?

33.06% of CB Financial Services stock is owned by institutional investors. Learn more on CBFV's institutional investor holdings.

Which institutional investors have been buying CB Financial Services stock?

The following institutional investors have purchased CB Financial Services stock in the last 24 months: Janney Montgomery Scott LLC ($84.11K), Bank of Montreal Can ($42.98K), EA Series Trust ($22.50K), HBK Sorce Advisory LLC ($20.75K), Petiole USA ltd ($9.58K), and Empowered Funds LLC ($2.10K).

How much institutional buying is happening at CB Financial Services?

Institutional investors have bought a total of 182,027 shares in the last 24 months. This purchase volume represents approximately $3.78M in transactions.

Which CB Financial Services major shareholders have been selling company stock?

The following institutional investors have sold CB Financial Services stock in the last 24 months: Janney Montgomery Scott LLC ($31.82K), HBK Sorce Advisory LLC ($30.37K), Wesbanco Bank Inc. ($2.88K), and Salzhauer Michael ($1.22K).

How much institutional selling is happening at CB Financial Services?

Institutional investors have sold a total of 66,283 shares in the last 24 months. This volume of shares sold represents approximately $1.42M in transactions.


This page (NASDAQ:CBFV) was last updated on 5/15/2024 by MarketBeat.com Staff

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