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CB Financial Services (CBFV) Institutional Ownership

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$29.24 +0.66 (+2.29%)
As of 07/3/2025 01:04 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for CB Financial Services (NASDAQ:CBFV)

Current
Institutional Ownership
Percentage
33.06%
Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$9.62M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$6.02M
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CBFV Institutional Buying and Selling by Quarter

CB Financial Services Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/27/2025Goldman Sachs Group Inc.22,538$641K0.0%+108.0%0.449%
5/21/2025Acadian Asset Management LLC4,158$115K0.0%+30.3%0.083%
5/19/2025Jane Street Group LLC18,860$537K0.0%N/A0.375%
5/16/2025Empowered Funds LLC34,000$967K0.0%+2.5%0.666%
5/16/2025Goldman Sachs Group Inc.22,538$641K0.0%+108.0%0.442%
5/15/2025M3F Inc.97,549$2.78M0.8%+204.3%1.912%
5/14/2025Petiole USA ltd69,484$1.98M1.4%-67.7%1.362%
5/13/2025American Century Companies Inc.17,910$510K0.0%-3.2%0.351%
5/12/2025Connor Clark & Lunn Investment Management Ltd.8,467$241K0.0%+11.8%0.166%
4/23/2025Salzhauer Michael19,203$546K0.2%-43.9%0.376%
4/21/2025ORG Partners LLC7,423$211K0.1%N/A0.145%
4/17/2025Janney Montgomery Scott LLC336,646$9.58M0.0%-4.6%6.598%
2/17/2025Millennium Management LLC10,532$301K0.0%N/A0.206%
2/17/2025Fiduciary Trust Co9,323$266K0.0%N/A0.182%
2/17/2025Bridgeway Capital Management LLC64,172$1.83M0.0%-0.6%1.253%
2/17/2025Bank of America Corp DE3,807$109K0.0%+1,093.4%0.074%
2/17/2025Ameriprise Financial Inc.11,291$323K0.0%N/A0.221%
2/17/2025683 Capital Management LLC12,019$344K0.0%N/A0.235%
2/14/2025The Manufacturers Life Insurance Company165,938$4.74M0.0%-0.4%3.241%
2/14/2025M3F Inc.32,055$916K0.3%N/A0.626%
2/14/2025Dimensional Fund Advisors LP17,822$509K0.0%+5.7%0.348%
2/13/2025Barclays PLC7,430$212K0.0%-11.3%0.145%
2/13/2025Renaissance Technologies LLC49,099$1.40M0.0%-5.4%0.959%
2/12/2025Alliancebernstein L.P.419,420$11.99M0.0%-0.5%8.192%
2/10/2025Commonwealth Equity Services LLC11,146$319K0.0%-35.7%0.218%
1/28/2025Empowered Funds LLC33,172$948K0.0%+1.8%0.648%
1/24/2025Waldron Private Wealth LLC120,612$3.45M0.1%+100.0%2.356%
1/17/2025Janney Montgomery Scott LLC352,996$10.09M0.0%-3.3%6.894%
11/25/2024Wilmington Savings Fund Society FSB33,642$941K0.0%N/A0.657%
11/19/2024Barclays PLC8,373$234K0.0%+12.7%0.163%
11/16/2024Geode Capital Management LLC48,357$1.35M0.0%+9.7%0.944%
11/15/2024Barclays PLC8,373$234K0.0%+12.7%0.164%
11/14/2024Fourthstone LLC13,329$373K0.1%N/A0.260%
11/14/2024De Lisle Partners LLP29,255$823K0.1%+9.1%0.571%
11/13/2024The Manufacturers Life Insurance Company166,602$4.66M0.0%-0.6%3.254%
11/6/2024Empowered Funds LLC32,572$911K0.0%+5.2%0.634%
11/5/2024First National Trust Co11,291$316K0.0%-15.4%0.220%
10/29/2024Janney Montgomery Scott LLC364,939$10.20M0.0%+2.3%7.097%
8/8/2024American Century Companies Inc.19,293$437K0.0%-3.5%0.375%
8/6/2024Acadian Asset Management LLC2,089$46K0.0%+115.4%0.041%
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8/2/2024First National Trust Co13,346$302K0.0%-33.1%0.260%
7/31/2024Commonwealth Equity Services LLC17,340$393K0.0%N/A0.337%
5/9/2024HBK Sorce Advisory LLC11,130$241K0.0%-29.2%0.216%
5/7/2024Empowered Funds LLC28,804$623K0.0%+7.9%0.560%
5/1/2024Janney Montgomery Scott LLC305,295$6.60M0.0%-6.6%5.940%
4/23/2024Wesbanco Bank Inc.11,277$244K0.0%-20.3%0.219%
2/8/2024Janney Montgomery Scott LLC326,985$7.79M0.0%+1.1%6.386%
11/8/2023Salzhauer Michael35,350$756K0.8%-1.6%0.690%
11/8/2023Janney Montgomery Scott LLC323,381$6.92M0.0%+3.9%6.316%
11/6/2023HBK Sorce Advisory LLC15,730$341K0.0%-24.2%0.307%
8/8/2023Salzhauer Michael35,923$744K0.8%-1.8%0.703%
8/4/2023HBK Sorce Advisory LLC20,750$422K0.0%-50.0%0.406%
8/2/2023Bank of Montreal Can42,984$890K0.0%N/A0.841%
7/27/2023EA Series Trust22,504$457K0.0%N/A0.440%
7/26/2023Janney Montgomery Scott LLC311,163$6.44M0.0%+22.3%6.089%
4/28/2023Janney Montgomery Scott LLC254,503$5.53M0.0%+3.5%4.971%
2/13/2023Petiole USA ltd215,198$4.61M3.4%+4.7%4.228%
2/9/2023HBK Sorce Advisory LLC41,500$889K0.0%+100.0%0.815%
2/1/2023Janney Montgomery Scott LLC246,006$5.27M0.0%+1.3%4.833%
10/25/2022Janney Montgomery Scott LLC242,872$5.29M0.0%-0.4%4.754%
8/3/2022Janney Montgomery Scott LLC243,872$5.35M0.0%-3.6%4.735%
2/11/2022Petiole USA ltd179,046$4.31M3.1%N/A3.380%
2/9/2022UMB Bank N A MO12,385$298K0.0%N/A0.234%
2/7/2022American Century Companies Inc.12,376$298K0.0%+36.4%0.234%
2/7/2022BHZ Capital Management LP19,553$471K0.2%-7.1%0.369%
2/3/2022First National Trust Co19,941$480K0.0%+130.5%0.376%
1/27/2022Janney Montgomery Scott LLC254,667$6.13M0.0%-0.6%4.808%
11/12/2021Renaissance 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%
11/12/2021Geode 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%
11/9/2021BlackRock Inc.13,765$322K0.0%-10.7%0.256%
11/5/2021First National Trust Co8,650$203K0.0%N/A0.161%
10/29/2021Janney 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%
8/13/2021Renaissance Technologies LLC106,799$2.37M0.0%+14.6%1.985%
8/13/2021Geode Capital Management LLC44,809$992K0.0%-41.9%0.833%
8/13/2021Vanguard Group Inc.214,242$4.75M0.0%-7.7%3.982%
8/12/2021JPMorgan 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%
8/11/2021Bank of New York Mellon Corp16,744$371K0.0%-46.2%0.308%
8/10/2021BHZ 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%
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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%
5/13/2021Barclays PLC12,424$275K0.0%+44.6%0.229%
5/13/2021Renaissance Technologies LLC93,199$2.06M0.0%+43.1%1.715%
5/13/2021Bank 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%
5/12/2021Geode Capital Management LLC77,100$1.71M0.0%+0.8%1.419%
5/12/2021JPMorgan Chase & Co.24,247$537K0.0%+2.6%0.446%
5/12/2021UBS Group AG2,231$50K0.0%-23.5%0.041%
(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, 33 institutional investors and hedge funds held shares of CB Financial Services. The most heavily invested institutionals were Alliancebernstein L.P. ($11.99M), Janney Montgomery Scott LLC ($9.58M), The Manufacturers Life Insurance Company ($4.74M), Waldron Private Wealth LLC ($3.45M), M3F Inc. ($2.78M), Petiole USA ltd ($1.98M), and Bridgeway Capital Management LLC ($1.83M).Learn more on CB Financial Services' 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?

Of the 23 institutional investors that purchased CB Financial Services' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: M3F Inc. ($97.55K), Janney Montgomery Scott LLC ($80.63K), Waldron Private Wealth LLC ($60.31K), Bank of Montreal Can ($42.98K), Wilmington Savings Fund Society FSB ($33.64K), Goldman Sachs Group Inc. ($23.41K), and EA Series Trust ($22.50K).

How much institutional buying is happening at CB Financial Services?

Institutional investors have bought a total of 342,243 shares in the last 24 months. This purchase volume represents approximately $9.62M in transactions.

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

Of the 11 institutional investors that sold CB Financial Services' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Petiole USA ltd ($145.71K), Janney Montgomery Scott LLC ($28.29K), Salzhauer Michael ($15K), First National Trust Co ($8.65K), Commonwealth Equity Services LLC ($6.20K), Renaissance Technologies LLC ($2.80K), and Alliancebernstein L.P. ($1.96K).

How much institutional selling is happening at CB Financial Services?

Institutional investors have sold a total of 212,850 shares in the last 24 months. This volume of shares sold represents approximately $6.02M in transactions.


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This page (NASDAQ:CBFV) was last updated on 7/4/2025 by MarketBeat.com Staff
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