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 | 445k | $25M | 1% | Mar 2024 |
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| Vanguard Group | 342k | $19M | 1% | Mar 2024 |
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| Hutchinson Capital Management | 255k | $14M | 0% | Mar 2024 |
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| Burke & Herbert Bank & Trust | 205k | $12M | -15% | Mar 2024 |
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| Geode Capital Management | 141k | $7.9M | 7% | Mar 2024 |
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| Northern Trust | 56k | $3.1M | 8% | Mar 2024 |
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| Bank of New York Mellon | 41k | $2.3M | -6% | Mar 2024 |
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| Moors & Cabot | 27k | $1.5M | -12% | Mar 2024 |
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| Charles Schwab Investment Management | 18k | $991k | 0% | Mar 2024 |
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| Mariner Wealth Advisors | 16k | $906k | 6% | Mar 2024 |
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| Wells Fargo & Company | 16k | $879k | -15% | Mar 2024 |
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| Franklin Resources | 15k | $839k | 0% | Mar 2024 |
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| Nuveen Asset Management | 13k | $702k | 37% | Mar 2024 |
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| Sandy Spring Bank | 11k | $620k | -30% | Mar 2024 |
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| Morgan Stanley | 9.3k | $521k | 61% | Mar 2024 |
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| Rhumbline Advisers | 8.4k | $468k | 4% | Mar 2024 |
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| Baird Financial | 8.0k | $503k | 0% | Dec 2023 |
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| Jpmorgan Chase & Co | 7.3k | $409k | 71% | Mar 2024 |
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| Goldman Sachs Group | 7.1k | $400k | -12% | Mar 2024 |
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| Sontag Advisory | 6.6k | $371k | 1% | Mar 2024 |
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| UBS Group | 6.6k | $368k | -7% | Mar 2024 |
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| Cambridge Investment Research Advisors | 6.4k | $359k | 100% | Mar 2024 |
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| Montgomery Investment Management | 5.9k | $329k | 0% | Mar 2024 |
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| HighTower Advisors | 4.6k | $256k | 2% | Mar 2024 |
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| Barclays | 4.5k | $251k | -49% | Mar 2024 |
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| Cassaday & Co Wealth Management | 4.3k | $242k | 0% | Mar 2024 |
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| Royal Bank of Canada | 4.2k | $234k | 114% | Mar 2024 |
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| First Trust Advisors | 3.6k | $204k | 100% | Mar 2024 |
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| MetLife Investment Advisors | 3.5k | $218k | 0% | Dec 2023 |
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| Deutsche Bank Aktiengesellschaft | 3.4k | $191k | 2% | Mar 2024 |
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| American International | 3.2k | $201k | 0% | Dec 2023 |
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| Bank of America Corporation | 3.1k | $176k | -71% | Mar 2024 |
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| New York State Common Retirement Fund | 2.7k | $149k | 0% | Mar 2024 |
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| SG Americas Securities | 2.6k | $144k | -35% | Mar 2024 |
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| Citigroup | 1.3k | $73k | 28% | Mar 2024 |
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| Mot | 585.00 | $33k | 0% | Mar 2024 |
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| Legal & General Group | 562.00 | $32k | 0% | Mar 2024 |
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| Summit Investment Advisors | 531.00 | $30k | 0% | Mar 2024 |
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| Steward Partners Investment Advisory | 400.00 | $22k | 0% | Mar 2024 |
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| Tower Research Capital | 394.00 | $22k | -3% | Mar 2024 |
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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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| FMR | 195.00 | $11k | 324% | Mar 2024 |
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| Pnc Financial Services | 120.00 | $6.7k | 0% | Mar 2024 |
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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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| California State Teachers Retirement System | 6.00 | $336.000000 | -100% | Mar 2024 |
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| CWM | 3.00 | $0 | 100% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 1.00 | $56.000000 | 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 |
|---|---|---|---|
| M3F | Sep 2023 | 53k | $2.5M |
| Captrust Financial Advisors | Dec 2023 | 6.6k | $417k |
| Jane Street | Dec 2023 | 4.4k | $274k |
| Occudo Quantitative Strategies | Dec 2023 | 3.7k | $233k |
| AQR Capital Management | Dec 2023 | 3.3k | $209k |
| Advisor Group Holdings | Dec 2023 | 200.00 | $13k |