Burke & Herbert Financial Services (BHRB) Institutional Ownership

$68.72

+4.66 (+7.27%)

(As of 07/26/2024 ET)

Number of Institutional Buyers (last 12 months): 14
Total Institutional Inflows (last 12 months): $14.05M

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

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Burke & Herbert Financial Services Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Bank of New York Mellon Corp	81,204	$4.14M	0.0%	+96.0%	0.547%
7/26/2024	Verdence Capital Advisors LLC	43,500	$2.22M	0.2%	N/A	0.293%
7/22/2024	Fifth Third Bancorp	22,884	$1.17M	0.0%	N/A	0.154%
7/16/2024	AA Financial Advisors LLC	31,166	$1.59M	0.6%	N/A	0.210%
7/16/2024	Burke & Herbert Bank & Trust Co.	308,251	$15.72M	3.9%	+50.6%	2.076%
7/10/2024	Fortitude Family Office LLC	936	$48K	0.0%	+1,666.0%	0.006%
7/9/2024	Folger Nolan Fleming Douglas Capital Management Inc.	5,489	$280K	0.0%	N/A	0.037%
5/15/2024	Quadrature Capital Ltd	6,989	$392K	0.0%	N/A	0.094%
5/10/2024	Vanguard Group Inc.	341,705	$19.15M	0.0%	+1.4%	0.000%
5/7/2024	SG Americas Securities LLC	2,562	$144K	0.0%	-35.2%	0.000%
2/14/2024	Cassaday & Co Wealth Management LLC	4,320	$272K	0.0%	-28.5%	0.000%
2/9/2024	Cassaday & Co Wealth Management LLC	4,320	$272K	0.0%	-28.5%	0.000%
2/9/2024	Franklin Resources Inc.	14,968	$941K	0.0%	-19.9%	0.000%
1/26/2024	Sandy Spring Bank	15,862	$998K	0.0%	-39.0%	0.000%
1/12/2024	SG Americas Securities LLC	3,955	$249K	0.0%	+52.3%	0.000%
11/13/2023	McGinn Penninger Investment Management Inc.	70,401	$3.27M	2.6%	-4.1%	0.000%
11/8/2023	Moors & Cabot Inc.	37,769	$1.76M	0.1%	-0.8%	0.000%
11/6/2023	Cassaday & Co Wealth Management LLC	6,040	$281K	0.0%	N/A	0.000%
10/30/2023	Sandy Spring Bank	25,998	$1.21M	0.1%	+2.1%	0.000%
10/27/2023	Allspring Global Investments Holdings LLC	936	$43K	0.0%	N/A	0.000%
10/24/2023	Bank of New York Mellon Corp	19,865	$923K	0.0%	+24.1%	0.000%
10/16/2023	Burke & Herbert Bank & Trust Co.	241,440	$11.22M	9.1%	+0.6%	0.000%
10/13/2023	SG Americas Securities LLC	2,596	$121K	0.0%	N/A	0.000%
9/21/2023	Barclays PLC	1,281	$82K	0.0%	N/A	0.000%

(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, 17 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. ($15.72M), Bank of New York Mellon Corp ($4.14M), McGinn Penninger Investment Management Inc. ($3.27M), Verdence Capital Advisors LLC ($2.22M), Moors & Cabot Inc. ($1.76M), and AA Financial Advisors LLC ($1.59M).Learn more on BHRB's institutional investors.
Which institutional investors have been buying Burke & Herbert Financial Services stock?: Of the 14 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: Burke & Herbert Bank & Trust Co. ($104.86K), Bank of New York Mellon Corp ($43.63K), Verdence Capital Advisors LLC ($43.50K), AA Financial Advisors LLC ($31.17K), Fifth Third Bancorp ($22.88K), Quadrature Capital Ltd ($6.99K), and Cassaday & Co Wealth Management LLC ($6.04K).
How much institutional buying is happening at Burke & Herbert Financial Services?: Institutional investors have bought a total of 276,738 shares in the last 24 months. This purchase volume represents approximately $14.05M 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.