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AMZN   168.59 (+0.90%)
TSLA   194.77 (+0.52%)
NVDA   674.72 (-2.85%)
NIO   5.97 (+0.17%)
AMD   164.29 (-0.84%)
BABA   75.58 (+3.34%)
T   17.01 (+0.59%)
F   12.15 (-0.82%)
MU   81.49 (+0.97%)
CGC   3.44 (-2.82%)
GE   149.08 (+0.31%)
DIS   107.68 (-1.61%)
AMC   4.57 (-1.93%)
PFE   27.67 (+0.29%)
PYPL   57.48 (-1.96%)
XOM   104.86 (+2.05%)
QQQ   425.61 (-0.40%)
AAPL   182.32 (+0.42%)
MSFT   402.18 (-0.15%)
META   468.03 (-0.68%)
GOOGL   142.55 (+1.01%)
AMZN   168.59 (+0.90%)
TSLA   194.77 (+0.52%)
NVDA   674.72 (-2.85%)
NIO   5.97 (+0.17%)
AMD   164.29 (-0.84%)
BABA   75.58 (+3.34%)
T   17.01 (+0.59%)
F   12.15 (-0.82%)
MU   81.49 (+0.97%)
CGC   3.44 (-2.82%)
GE   149.08 (+0.31%)
DIS   107.68 (-1.61%)
AMC   4.57 (-1.93%)
PFE   27.67 (+0.29%)
PYPL   57.48 (-1.96%)
XOM   104.86 (+2.05%)
QQQ   425.61 (-0.40%)
AAPL   182.32 (+0.42%)
MSFT   402.18 (-0.15%)
META   468.03 (-0.68%)
GOOGL   142.55 (+1.01%)
AMZN   168.59 (+0.90%)
TSLA   194.77 (+0.52%)
NVDA   674.72 (-2.85%)
NIO   5.97 (+0.17%)
AMD   164.29 (-0.84%)
BABA   75.58 (+3.34%)
T   17.01 (+0.59%)
F   12.15 (-0.82%)
MU   81.49 (+0.97%)
CGC   3.44 (-2.82%)
GE   149.08 (+0.31%)
DIS   107.68 (-1.61%)
AMC   4.57 (-1.93%)
PFE   27.67 (+0.29%)
PYPL   57.48 (-1.96%)
XOM   104.86 (+2.05%)

Burke & Herbert Financial Services (BHRB) Institutional Ownership

$55.20
+0.02 (+0.04%)
(As of 02/21/2024 ET)

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

Current
Institutional Ownership
Percentage
4.93%
Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$18.65 M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$2.88 M
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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
2/15/2024Barclays PLC8,801$0.55M0.0%+730.3%0.000%
2/15/2024Vanguard Group Inc.337,131$21.21M0.0%+1.5%0.000%
2/15/2024Nuveen Asset Management LLC12,522$0.79M0.0%+37.0%0.000%
2/15/2024Occudo Quantitative Strategies LP3,701$0.23M0.0%N/A0.000%
2/14/2024Royal Bank of Canada1,957$0.12M0.0%+70.3%0.000%
2/14/2024Cassaday & Co Wealth Management LLC4,320$0.27M0.0%-28.5%0.000%
2/13/2024Northern Trust Corp57,874$3.64M0.0%+11.9%0.000%
2/13/2024First Trust Advisors LP3,844$0.24M0.0%N/A0.000%
2/13/2024Goldman Sachs Group Inc.8,093$0.51M0.0%N/A0.000%
2/13/2024California State Teachers Retirement System1,059$67K0.0%-25.4%0.000%
2/9/2024Cassaday & Co Wealth Management LLC4,320$0.27M0.0%-28.5%0.000%
2/9/2024Franklin Resources Inc.14,968$0.94M0.0%-19.9%0.000%
2/9/2024UBS Group AG7,064$0.44M0.0%+100.0%0.000%
2/6/2024Charles Schwab Investment Management Inc.17,684$1.11M0.0%-2.9%0.000%
1/26/2024Sandy Spring Bank15,862$1M0.0%-39.0%0.000%
1/12/2024SG Americas Securities LLC3,955$0.25M0.0%+52.3%0.000%
12/18/2023Vanguard Group Inc.332,190$15.44M0.0%+1,132.6%0.000%
11/24/2023Deutsche Bank AG3,482$0.16M0.0%+21.2%0.000%
11/15/2023Legal & General Group Plc562$26K0.0%N/A0.000%
11/14/2023California State Teachers Retirement System1,420$66K0.0%-33.7%0.000%
11/13/2023McGinn Penninger Investment Management Inc.70,401$3.27M2.6%-4.1%0.000%
11/13/2023Northern Trust Corp51,698$2.40M0.0%+27.0%0.000%
11/13/2023Mariner LLC5,331$0.25M0.0%N/A0.000%
11/9/2023Rhumbline Advisers8,065$0.38M0.0%+3.2%0.000%
11/9/2023Deutsche Bank AG3,482$0.16M0.0%+21.2%0.000%
11/9/2023UBS Group AG3,532$0.16M0.0%-7.8%0.000%
11/8/2023HighTower Advisors LLC4,500$0.21M0.0%-88.0%0.000%
11/8/2023Charles Schwab Investment Management Inc.18,217$0.85M0.0%+23.8%0.000%
11/8/2023Moors & Cabot Inc.37,769$1.76M0.1%-0.8%0.000%
11/6/2023Cassaday & Co Wealth Management LLC6,040$0.28M0.0%N/A0.000%
10/30/2023Sandy Spring Bank25,998$1.21M0.1%+2.1%0.000%
10/27/2023Allspring Global Investments Holdings LLC936$43K0.0%N/A0.000%
10/24/2023Bank of New York Mellon Corp19,865$0.92M0.0%+24.1%0.000%
10/16/2023Burke & Herbert Bank & Trust Co.241,440$11.22M9.1%+0.6%0.000%
10/13/2023SG Americas Securities LLC2,596$0.12M0.0%N/A0.000%
9/21/2023Barclays 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, 25 institutional investors and hedge funds held shares of Burke & Herbert Financial Services. The most heavily invested institutionals were Vanguard Group Inc. ($21.21M), Burke & Herbert Bank & Trust Co. ($11.22M), Northern Trust Corp ($3.64M), McGinn Penninger Investment Management Inc. ($3.27M), Moors & Cabot Inc. ($1.76M), Charles Schwab Investment Management Inc. ($1.11M), and Sandy Spring Bank ($1M).Learn more on BHRB's institutional investors.

What percentage of Burke & Herbert Financial Services stock is owned by institutional investors?

4.93% of Burke & Herbert Financial Services stock is owned by institutional investors. Learn more on BHRB's institutional investor holdings.

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

Of the 20 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: Vanguard Group Inc. ($0.31M), Northern Trust Corp ($17.18K), Barclays PLC ($9.02K), Goldman Sachs Group Inc. ($8.09K), Cassaday & Co Wealth Management LLC ($6.04K), Mariner LLC ($5.33K), and SG Americas Securities LLC ($3.96K).

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

Institutional investors have bought a total of 387,279 shares in the last 24 months. This purchase volume represents approximately $18.65M in transactions.

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

Of the 9 institutional investors that sold Burke & Herbert Financial Services stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: HighTower Advisors LLC ($32.96K), Sandy Spring Bank ($10.14K), Franklin Resources Inc. ($3.72K), Cassaday & Co Wealth Management LLC ($3.44K), McGinn Penninger Investment Management Inc. ($3.04K), California State Teachers Retirement System ($1.08K), and Charles Schwab Investment Management Inc. ($533).

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

Institutional investors have sold a total of 55,532 shares in the last 24 months. This volume of shares sold represents approximately $2.88M in transactions.


This page (NASDAQ:BHRB) was last updated on 2/21/2024 by MarketBeat.com Staff