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Orange County Bancorp (OBT) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Orange County Bancorp (NASDAQ:OBT)

Current
Institutional Ownership
Percentage
42.55%
Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$2.22M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$4.78M
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OBT Institutional Buying and Selling by Quarter

Orange County Bancorp Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2024 Hennessy Advisors Inc.27,000$1.24M0.1%+92.9%0.477%
3/14/2024 Hennessy Advisors Inc.14,000$843K0.0%N/A0.248%
2/13/2024Banc Funds Co. LLC341,064$20.55M2.0%-8.3%6.037%
2/13/2024Tower Research Capital LLC TRC 543$33K0.0%+76.9%0.010%
2/6/2024 Coombe Bender & Co LLC13,118$790K0.5%+12.8%0.232%
1/12/2024 SG Americas Securities LLC2,786$168K0.0%+19.8%0.049%
1/12/2024 Hudson Valley Investment Advisors Inc. ADV598,510$36.05M4.9%-1.3%10.593%
11/8/2023 HighTower Advisors LLC6,396$276K0.0%-16.9%0.113%
10/27/2023 Allspring Global Investments Holdings LLC1,396$60K0.0%N/A0.025%
10/27/2023 Hudson Valley Investment Advisors Inc. ADV606,637$26.19M3.7%-0.9%10.737%
10/27/2023 First Horizon Advisors Inc.2,500$108K0.0%N/A0.044%
10/24/2023 Bank of New York Mellon Corp23,208$1.00M0.0%+2.8%0.411%
10/13/2023 SG Americas Securities LLC2,325$100K0.0%N/A0.041%
9/21/2023Barclays PLC1,870$68K0.0%N/A0.033%
8/18/2023 Coombe Bender & Co LLC11,630$430K0.3%-10.1%0.206%
8/11/2023Banc Funds Co. LLC425,380$15.74M1.9%-11.3%7.542%
8/11/2023The Manufacturers Life Insurance Company126,752$4.69M0.0%+3.3%2.247%
8/4/2023American International Group Inc.2,459$91K0.0%N/A0.044%
7/31/2023Strs Ohio1,100$40K0.0%N/A0.020%
7/17/2023 Hudson Valley Investment Advisors Inc. ADV612,340$18.41M2.5%-0.4%10.857%
5/5/2023 Coombe Bender & Co LLC12,930$569K0.4%+10.2%0.229%
4/27/2023Simplicity Solutions LLC5,000$220K0.0%N/A0.089%
4/25/2023 NorthCrest Asset Manangement LLC12,029$529K0.0%N/A0.213%
4/6/2023 Hudson Valley Investment Advisors Inc. ADV614,762$27.05M3.8%+0.6%10.900%
2/10/2023M3F Inc.80,866$3.77M1.2%-26.7%1.434%
2/8/2023 Coombe Bender & Co LLC11,730$546K0.5%-11.3%0.208%
2/7/2023Bleakley Financial Group LLC5,000$233K0.0%N/A0.089%
2/1/2023 Hudson Valley Investment Advisors Inc. ADV610,983$28.46M4.3%+0.2%10.833%
11/15/2022M3F Inc.110,388$4.25M1.5%-29.1%1.957%
10/11/2022 Hudson Valley Investment Advisors Inc. ADV609,476$23.47M3.8%-2.3%10.806%
8/15/2022M3F Inc.155,656$5.91M1.9%-12.8%2.763%
8/12/2022Banc Funds Co. LLC488,069$18.53M1.7%+2.1%8.669%
8/8/2022 Coombe Bender & Co LLC13,230$502K0.4%N/A0.235%
7/18/2022 Hudson Valley Investment Advisors Inc. ADV624,054$23.70M3.7%-1.2%11.077%
5/11/2022Banc Funds Co. LLC478,164$19.13M1.5%+11.7%8.487%
4/20/2022 Hudson Valley Investment Advisors Inc. ADV631,487$25.27M3.4%+0.6%11.210%
2/15/2022Maltese Capital Management LLC86,900$3.45M0.6%-3.4%1.542%
2/14/2022Alliancebernstein L.P.231,001$9.16M0.0%+1.2%4.098%
2/10/2022 HighTower Advisors LLC5,551$218K0.0%-5.1%0.098%
11/16/2021Wellington Management Group LLP122,947$4.32M0.0%N/A2.181%
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11/16/2021Maltese Capital Management LLC90,000$3.16M0.5%N/A1.597%
11/15/2021FJ Capital Management LLC152,000$5.35M0.5%N/A2.696%
11/15/2021 HighTower Advisors LLC5,851$205K0.0%N/A0.104%
11/15/2021M3F Inc.175,945$6.18M2.0%N/A3.121%
11/12/2021Fourthstone LLC58,674$2.06M0.8%N/A1.041%
11/12/2021Banc Funds Co. LLC401,486$14.11M1.1%+64.1%7.122%
11/12/2021The Manufacturers Life Insurance Company126,023$4.43M0.0%N/A2.236%
11/10/2021Alliancebernstein L.P.228,208$8.02M0.0%N/A4.048%
11/9/2021BlackRock Inc.3,079$108K0.0%N/A0.055%
11/8/2021Keybank National Association OH17,500$615K0.0%N/A0.310%
11/5/2021Advisor Group Holdings Inc.25,050$880K0.0%N/A0.444%
11/2/2021 Eagle Ridge Investment Management14,200$499K0.1%N/A0.252%
10/26/2021 Hudson Valley Investment Advisors Inc. ADV627,690$22.06M3.8%N/A11.135%
10/14/2021 Private Advisor Group LLC18,000$632K0.0%N/A0.319%
(Data available from 1/1/2016 forward)

OBT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OBT shares?

During the previous two years, 18 institutional investors and hedge funds held shares of Orange County Bancorp. The most heavily invested institutionals were Hudson Valley Investment Advisors Inc. ADV ($36.05M), Banc Funds Co. LLC ($20.55M), The Manufacturers Life Insurance Company ($4.69M), M3F Inc. ($3.77M), Hennessy Advisors Inc. ($1.24M), Bank of New York Mellon Corp ($1.00M), and Coombe Bender & Co LLC ($790K).Learn more on OBT's institutional investors.

What percentage of Orange County Bancorp stock is owned by institutional investors?

42.55% of Orange County Bancorp stock is owned by institutional investors. Learn more on OBT's institutional investor holdings.

Which institutional investors have been buying Orange County Bancorp stock?

Of the 16 institutional investors that purchased Orange County Bancorp stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Banc Funds Co. LLC ($59.91K), Hennessy Advisors Inc. ($27K), Coombe Bender & Co LLC ($15.92K), NorthCrest Asset Manangement LLC ($12.03K), Hudson Valley Investment Advisors Inc. ADV ($5.29K), Simplicity Solutions LLC ($5K), and Bleakley Financial Group LLC ($5K).

How much institutional buying is happening at Orange County Bancorp?

Institutional investors have bought a total of 147,180 shares in the last 24 months. This purchase volume represents approximately $6.37M in transactions.

Which Orange County Bancorp major shareholders have been selling company stock?

The following institutional investors have sold Orange County Bancorp stock in the last 24 months: M3F Inc. ($97.69K), Banc Funds Co. LLC ($84.65K), Hudson Valley Investment Advisors Inc. ADV ($38.26K), Coombe Bender & Co LLC ($2.80K), and HighTower Advisors LLC ($1.30K).

How much institutional selling is happening at Orange County Bancorp?

Institutional investors have sold a total of 224,709 shares in the last 24 months. This volume of shares sold represents approximately $9.68M in transactions.


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This page (NASDAQ:OBT) was last updated on 5/8/2024 by MarketBeat.com Staff

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