Burke & Herbert Financial Services (BHRB) Institutional Ownership

52.38
-1.85 (-3.41%)
(As of 05:13 PM ET)

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

Current
Institutional Ownership
Percentage
4.93%
Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$38.29M
Number of
Institutional Sellers
(last 12 months)
0
Get BHRB Insider Trade Alerts

Want to know when executives and insiders are buying or selling Burke & Herbert Financial Services stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
8/10/2023Moors & Cabot Inc.38,088$2.45M0.2%N/A0.000%
8/4/2023Sandy Spring Bank25,452$1.63M0.1%N/A0.000%
8/4/2023American International Group Inc.3,097$199K0.0%N/A0.000%
8/2/2023Montgomery Investment Management Inc.5,866$377K0.1%N/A0.000%
8/1/2023Wealthspire Advisors LLC6,419$412K0.0%N/A0.000%
7/27/2023Virtu Financial LLC3,835$246K0.0%N/A0.000%
7/26/2023Cypress Capital Group5,520$354K0.1%N/A0.000%
7/25/2023Hutchinson Capital Management CA255,080$16.38M3.8%N/A0.000%
7/20/2023DAVENPORT & Co LLC3,240$208K0.0%N/A0.000%
7/19/2023McGinn Penninger Investment Management Inc.73,441$4.72M3.4%+2.3%0.000%
7/13/2023Thompson Davis & CO. Inc.8,080$519K0.6%N/A0.000%
7/12/2023 Burke & Herbert Bank & Trust Co.240,105$15.42M10.4%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, 12 institutional investors and hedge funds held shares of Burke & Herbert Financial Services. The most heavily invested institutionals were Hutchinson Capital Management CA ($16.38M), Burke & Herbert Bank & Trust Co. ($15.42M), McGinn Penninger Investment Management Inc. ($4.72M), Moors & Cabot Inc. ($2.45M), Sandy Spring Bank ($1.63M), Thompson Davis & CO. Inc. ($519K), and Wealthspire Advisors LLC ($412K).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 12 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: Hutchinson Capital Management CA ($255.08K), Burke & Herbert Bank & Trust Co. ($240.11K), Moors & Cabot Inc. ($38.09K), Sandy Spring Bank ($25.45K), Thompson Davis & CO. Inc. ($8.08K), Wealthspire Advisors LLC ($6.42K), and Montgomery Investment Management Inc. ($5.87K).

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

Institutional investors have bought a total of 596,417 shares in the last 24 months. This purchase volume represents approximately $38.29M in transactions.


This page (OTCMKTS:BHRB) was last updated on 4/30/2024 by MarketBeat.com Staff

From Our Partners