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 |
|---|---|---|---|---|---|
| BlackRock | 1.0M | $64M | 3% | Dec 2024 |
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| Vanguard Group | 732k | $46M | 3% | Dec 2024 |
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| Fourthstone | 455k | $28M | 14% | Dec 2024 |
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| Dimensional Fund Advisors | 341k | $21M | -4% | Dec 2024 |
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| Geode Capital Management | 306k | $19M | 0% | Dec 2024 |
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| State Street Corporation | 306k | $19M | 6% | Dec 2024 |
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| Hutchinson Capital Management | 257k | $16M | -1% | Dec 2024 |
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| Burke & Herbert Bank & Trust | 255k | $16M | -2% | Dec 2024 |
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| Northern Trust | 130k | $8.1M | 5% | Dec 2024 |
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| Charles Schwab Investment Management | 111k | $6.9M | 2% | Dec 2024 |
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| Royce & Associates | 83k | $5.1M | -14% | Dec 2024 |
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| Morgan Stanley | 70k | $4.4M | 33% | Dec 2024 |
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| Bank of New York Mellon | 69k | $4.3M | -5% | Dec 2024 |
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| Verdence Capital Advisors | 68k | $4.3M | 33% | Dec 2024 |
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| Jpmorgan Chase & Co | 65k | $4.0M | 94% | Dec 2024 |
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| Goldman Sachs Group | 62k | $3.8M | 42% | Dec 2024 |
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| EJF Capital | 60k | $3.8M | -1% | Dec 2024 |
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| Pinnacle Holdings | 43k | $2.7M | 0% | Dec 2024 |
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| Russell Investments | 31k | $1.9M | 0% | Dec 2024 |
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| Barclays | 29k | $1.8M | 29% | Dec 2024 |
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| Nuveen Asset Management | 28k | $1.7M | 0% | Dec 2024 |
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| Swiss National Bank | 26k | $1.6M | 1% | Dec 2024 |
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| Moors & Cabot | 26k | $1.6M | -4% | Dec 2024 |
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| American Century Companies | 26k | $1.6M | 30% | Dec 2024 |
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| Wells Fargo & Company | 23k | $1.5M | 6% | Dec 2024 |
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| Fifth Third Bancorp | 22k | $1.4M | 0% | Dec 2024 |
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| Ubs Global Asset Management Americas | 21k | $1.3M | 24% | Dec 2024 |
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| Citadel Advisors | 20k | $1.3M | 132% | Dec 2024 |
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| Millennium Management | 19k | $1.2M | -32% | Dec 2024 |
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| Rhumbline Advisers | 19k | $1.2M | 2% | Dec 2024 |
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| Bank of America Corporation | 18k | $1.1M | 51% | Dec 2024 |
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| Franklin Resources | 15k | $933k | 0% | Dec 2024 |
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| Quadrature Capital | 14k | $902k | 17% | Dec 2024 |
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| Emerald Mutual Fund Advisers, Trust | 13k | $816k | 0% | Dec 2024 |
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| Legal & General Group | 13k | $801k | 0% | Dec 2024 |
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| Baird Financial | 13k | $798k | 0% | Dec 2024 |
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| California State Teachers Retirement System | 13k | $793k | -1% | Dec 2024 |
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| Cambridge Investment Research Advisors | 12k | $773k | 0% | Dec 2024 |
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| UBS Group | 12k | $751k | 66% | Dec 2024 |
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| D. E. Shaw & Co | 12k | $750k | 112% | Dec 2024 |
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| Citigroup | 12k | $741k | 20% | Dec 2024 |
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| Empower Advisory Group | 12k | $721k | 0% | Dec 2024 |
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| Alliancebernstein | 11k | $694k | 0% | Dec 2024 |
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| Deutsche Bank Aktiengesellschaft | 11k | $665k | 65% | Dec 2024 |
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| HoldCo Asset Management | 11k | $639k | 0% | Sep 2024 |
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| Sandy Spring Bank | 10k | $640k | -1% | Dec 2024 |
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| Philadelphia Trust Company | 9.9k | $615k | 0% | Dec 2024 |
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| T. Rowe Price Associates | 9.8k | $613k | 118% | Dec 2024 |
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| First Trust Advisors | 9.0k | $564k | 0% | Dec 2024 |
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| Passive Capital Management | 8.9k | $541k | -5% | Sep 2024 |
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| MetLife Investment Advisors | 8.2k | $512k | 8% | Dec 2024 |
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| Mittelman Wealth Management | 7.8k | $487k | -28% | Dec 2024 |
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| Two Sigma Investments | 7.7k | $481k | -9% | Dec 2024 |
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| SG Americas Securities | 7.6k | $473k | 50% | Dec 2024 |
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| Mariner Wealth Advisors | 7.5k | $466k | -3% | Dec 2024 |
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| Mirae Asset Global Etfs Holdings | 7.2k | $438k | 10% | Sep 2024 |
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| Hendershot Investments | 7.1k | $442k | -23% | Dec 2024 |
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| Corebridge Financial | 6.7k | $420k | 100% | Dec 2024 |
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| Susquehanna International | 6.7k | $416k | 100% | Dec 2024 |
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| Royal Bank of Canada | 6.4k | $400k | 15% | Dec 2024 |
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| Occudo Quantitative Strategies | 6.4k | $388k | 100% | Sep 2024 |
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| TCTC Holdings | 6.3k | $393k | 0% | Dec 2024 |
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| Modera Wealth Management | 6.3k | $392k | 0% | Dec 2024 |
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| Trexquant Investment | 5.9k | $367k | 100% | Dec 2024 |
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| Sontag Advisory | 5.8k | $362k | -4% | Dec 2024 |
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| Invesco | 5.7k | $357k | 60% | Dec 2024 |
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| Jentner | 5.6k | $351k | 1% | Dec 2024 |
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| Branch Banking & Trust Company | 5.5k | $340k | 100% | Dec 2024 |
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| NTV Asset Management | 5.3k | $328k | 0% | Dec 2024 |
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| Colony | 5.1k | $321k | 0% | Dec 2024 |
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| Voleon Capital Management | 4.9k | $307k | 100% | Dec 2024 |
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| Manufacturers Life Insurance Company | 4.9k | $305k | -2% | Dec 2024 |
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| Folger Nolan Fleming Douglas | 4.9k | $304k | -11% | Dec 2024 |
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| Burney Co/ | 4.8k | $300k | 0% | Dec 2024 |
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| Stifel Financial | 4.8k | $297k | 0% | Dec 2024 |
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| Delphi Management | 4.5k | $283k | 100% | Dec 2024 |
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| New York State Common Retirement Fund | 4.5k | $282k | 0% | Dec 2024 |
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| Raymond James Financial | 4.4k | $274k | 100% | Dec 2024 |
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| Advisor Group Holdings | 4.4k | $274k | 3% | Dec 2024 |
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| Cassaday & Co Wealth Management | 4.3k | $269k | 0% | Dec 2024 |
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| Ing Investment Management | 4.3k | $268k | -5% | Dec 2024 |
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| Bnp Paribas Arbitrage, Snc | 4.3k | $267k | 100% | Dec 2024 |
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| Raymond James & Associates | 4.3k | $259k | -20% | Sep 2024 |
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| Tiaa Trust, National Association | 4.2k | $261k | 0% | Dec 2024 |
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| Avenir Corporation | 3.9k | $243k | 100% | Dec 2024 |
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| Arizona State Retirement System | 3.9k | $242k | 1% | Dec 2024 |
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| XTX Topco | 3.8k | $239k | 100% | Dec 2024 |
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| ProShare Advisors | 3.8k | $238k | 100% | Dec 2024 |
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| Cito Capital Group | 3.5k | $221k | 0% | Dec 2024 |
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| Squarepoint Ops | 3.5k | $218k | 100% | Dec 2024 |
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| Quest Partners | 2.9k | $180k | -63% | Dec 2024 |
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| Summit Investment Advisors | 1.4k | $86k | 0% | Dec 2024 |
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| Tower Research Capital | 1.3k | $84k | 228% | Dec 2024 |
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| First United Bank & Trust | 1.2k | $72k | 0% | Dec 2024 |
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| Fortitude Family Office | 936.00 | $58k | 0% | Dec 2024 |
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| Pnc Financial Services | 882.00 | $55k | 0% | Dec 2024 |
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| FMR | 746.00 | $47k | 9% | Dec 2024 |
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| Federated Investors | 732.00 | $46k | -5% | Dec 2024 |
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| Mot | 585.00 | $37k | 0% | Dec 2024 |
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| HHM Wealth Advisors | 560.00 | $35k | 0% | Dec 2024 |
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| Sterling Capital Management | 433.00 | $27k | 841% | Dec 2024 |
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| Amalgamated Bank | 424.00 | $26k | 0% | Dec 2024 |
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| Steward Partners Investment Advisory | 400.00 | $25k | 0% | Dec 2024 |
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| City Holding | 302.00 | $19k | 0% | Dec 2024 |
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| SRS Capital Advisors | 180.00 | $11k | -2% | Dec 2024 |
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| Brown, Lisle/cummings | 150.00 | $9.4k | 0% | Dec 2024 |
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| CWM | 61.00 | $4.0k | -24% | Dec 2024 |
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| Proequities | 50.00 | $3.1M | 0% | Dec 2024 |
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| GAMMA Investing | 44.00 | $2.7k | 529% | Dec 2024 |
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| Signature | 29.00 | $1.8k | 0% | Dec 2024 |
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| Us Bancorp | 15.00 | $934.999500 | 100% | Dec 2024 |
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| Creative Planning | 14.00 | $872.999400 | 100% | Dec 2024 |
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| NISA Investment Advisors | 12.00 | $747.999600 | 0% | Dec 2024 |
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| Goss Wealth Management | 2.00 | $127.000000 | 0% | Dec 2024 |
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| Quantbot Technologies | 1.00 | $62.000000 | -100% | Dec 2024 |
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| Covestor | 0 | $0 | -100% | Sep 2024 |
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Who sold out of Burke & Herbert Financial Serv?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Kestra Advisory Services | Sep 2024 | 32k | $1.9M |
| Jane Street | Sep 2024 | 19k | $1.1M |
| Virtu Financial | Sep 2024 | 8.6k | $526k |
| OTR - Nominee Name for The State Teachers Retirement Board of Ohio | Jun 2024 | 5.2k | $265k |
| LPL Financial | Sep 2024 | 4.9k | $302k |
| HighTower Advisors | Sep 2024 | 4.2k | $257k |
| Catalyst Funds Management Pty | Jun 2024 | 3.8k | $193k |
| Capital Performance Advisors | Sep 2024 | 10.00 | $610.000000 |