Burke & Herbert Financial Services (BHRB) Institutional Ownership

$52.26
-0.12 (-0.23%)
(As of 05/1/2024 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)
7
Total
Institutional Inflows
(last 12 months)
$797.19K
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$1.24M
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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
2/14/2024Cassaday & Co Wealth Management LLC4,320$272K0.0%-28.5%0.000%
2/9/2024Cassaday & Co Wealth Management LLC4,320$272K0.0%-28.5%0.000%
2/9/2024Franklin Resources Inc.14,968$941K0.0%-19.9%0.000%
1/26/2024Sandy Spring Bank15,862$998K0.0%-39.0%0.000%
1/12/2024SG Americas Securities LLC3,955$249K0.0%+52.3%0.000%
11/13/2023McGinn Penninger Investment Management Inc.70,401$3.27M2.6%-4.1%0.000%
11/8/2023Moors & Cabot Inc.37,769$1.76M0.1%-0.8%0.000%
11/6/2023Cassaday & Co Wealth Management LLC6,040$281K0.0%N/A0.000%
10/30/2023Sandy 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%
10/13/2023SG Americas Securities LLC2,596$121K0.0%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, 10 institutional investors and hedge funds held shares of Burke & Herbert Financial Services. The most heavily invested institutionals were 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), Bank of New York Mellon Corp ($923K), and Cassaday & Co Wealth Management LLC ($272K).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?

The following institutional investors have purchased Burke & Herbert Financial Services stock in the last 24 months: Cassaday & Co Wealth Management LLC ($6.04K), SG Americas Securities LLC ($3.96K), Bank of New York Mellon Corp ($3.86K), Burke & Herbert Bank & Trust Co. ($1.34K), Barclays PLC ($1.28K), Allspring Global Investments Holdings LLC ($936.00), and Sandy Spring Bank ($546.00).

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

Institutional investors have bought a total of 17,957 shares in the last 24 months. This purchase volume represents approximately $797.19K 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), and Moors & Cabot Inc. ($319.00).

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

Institutional investors have sold a total of 20,657 shares in the last 24 months. This volume of shares sold represents approximately $1.24M in transactions.


This page (NASDAQ:BHRB) was last updated on 5/1/2024 by MarketBeat.com Staff

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