Who owns BURKE & HERBERT FINANCIAL SERV?
- Ticker: BHRB
- CUSIP Number: 12135y108
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Analyze quarterly positions in Burke & Herbert Financial Serv with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Burke & Herbert Financial Serv stock
Who bought or sold BURKE & HERBERT FINANCIAL SERV this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Vanguard Group | 337k | $21M | 1% | Dec 2023 |
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| Hutchinson Capital Management | 255k | $16M | 0% | Dec 2023 |
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| Burke & Herbert Bank & Trust | 205k | $12M | -15% | Mar 2024 |
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| Bank of New York Mellon | 41k | $2.3M | -6% | Mar 2024 |
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| Moors & Cabot | 31k | $1.9M | -18% | Dec 2023 |
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| Wells Fargo & Company | 19k | $1.2M | 143% | Dec 2023 |
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| Charles Schwab Investment Management | 18k | $1.1M | -3% | Dec 2023 |
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| Sandy Spring Bank | 16k | $998k | -39% | Dec 2023 |
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| Mariner Wealth Advisors | 15k | $957k | 185% | Dec 2023 |
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| Franklin Resources | 15k | $942k | -20% | Dec 2023 |
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| Bank of America Corporation | 11k | $687k | 44% | Dec 2023 |
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| Barclays | 8.8k | $553k | 730% | Dec 2023 |
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| Goldman Sachs Group | 8.1k | $509k | 100% | Dec 2023 |
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| Rhumbline Advisers | 8.0k | $504k | -1% | Dec 2023 |
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| Baird Financial | 8.0k | $503k | 0% | Dec 2023 |
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| UBS Group | 7.1k | $444k | 100% | Dec 2023 |
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| Captrust Financial Advisors | 6.6k | $417k | 100% | Dec 2023 |
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| Sontag Advisory | 6.6k | $413k | 1% | Dec 2023 |
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| Cambridge Investment Research Advisors | 6.4k | $359k | 100% | Mar 2024 |
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| Montgomery Investment Management | 5.9k | $369k | 0% | Dec 2023 |
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| HighTower Advisors | 4.5k | $283k | 0% | Dec 2023 |
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| Jane Street | 4.4k | $274k | 100% | Dec 2023 |
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| Cassaday & Co Wealth Management | 4.3k | $272k | -28% | Dec 2023 |
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| Jpmorgan Chase & Co | 4.3k | $268k | -3% | Dec 2023 |
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| SG Americas Securities | 4.0k | $249k | 52% | Dec 2023 |
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| Occudo Quantitative Strategies | 3.7k | $233k | 100% | Dec 2023 |
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| MetLife Investment Advisors | 3.5k | $218k | 0% | Dec 2023 |
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| Deutsche Bank Aktiengesellschaft | 3.3k | $210k | -4% | Dec 2023 |
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| AQR Capital Management | 3.3k | $209k | 100% | Dec 2023 |
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| American International | 3.2k | $201k | 0% | Dec 2023 |
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| New York State Common Retirement Fund | 2.7k | $167k | 0% | Dec 2023 |
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| Royal Bank of Canada | 2.0k | $124k | 70% | Dec 2023 |
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| Citigroup | 1.0k | $64k | 883% | Dec 2023 |
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| Mot | 585.00 | $37k | 0% | Dec 2023 |
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| Legal & General Group | 562.00 | $35k | 0% | Dec 2023 |
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| Summit Investment Advisors | 531.00 | $33k | 0% | Dec 2023 |
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| Steward Partners Investment Advisory | 400.00 | $25k | 0% | Dec 2023 |
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| Metropolitan Life Insurance Company | 360.00 | $23k | 0% | Dec 2023 |
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| Amalgamated Bank | 217.00 | $12k | -63% | Mar 2024 |
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| Advisor Group Holdings | 200.00 | $13k | 0% | Dec 2023 |
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| Pnc Financial Services | 120.00 | $7.5k | 0% | Dec 2023 |
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| Fortitude Family Office | 53.00 | $3.0k | 0% | Mar 2024 |
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| GAMMA Investing | 42.00 | $2.4k | 0% | Mar 2024 |
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| CWM | 3.00 | $0 | 100% | Mar 2024 |
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Who sold out of Burke & Herbert Financial Serv?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| McGinn Investment Management | Sep 2023 | 70k | $3.3M |
| Cypress Capital Group | Sep 2023 | 5.5k | $257k |