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 | $57M | -1% | Mar 2025 |
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| Vanguard Group | 741k | $42M | 1% | Mar 2025 |
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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 | 316k | $18M | 3% | Mar 2025 |
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| State Street Corporation | 294k | $17M | -4% | Mar 2025 |
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| Hutchinson Capital Management | 257k | $14M | 0% | Mar 2025 |
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| Burke & Herbert Bank & Trust | 252k | $14M | -1% | Mar 2025 |
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| Northern Trust | 130k | $7.3M | 0% | Mar 2025 |
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| Charles Schwab Investment Management | 109k | $6.1M | -2% | Mar 2025 |
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| Hotchkis and Wiley Capital Management | 103k | $5.8M | 100% | Mar 2025 |
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| Royce & Associates | 83k | $4.6M | 0% | Mar 2025 |
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| Goldman Sachs Group | 72k | $4.0M | 16% | Mar 2025 |
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| Verdence Capital Advisors | 72k | $4.0M | 5% | Mar 2025 |
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| Morgan Stanley | 70k | $4.4M | 100% | Dec 2024 |
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| Bank of New York Mellon | 68k | $3.8M | -1% | Mar 2025 |
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| EJF Capital | 60k | $3.8M | -1% | Dec 2024 |
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| Endeavour Capital Advisors | 52k | $2.9M | 100% | Mar 2025 |
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| American Century Companies | 52k | $2.9M | 104% | Mar 2025 |
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| Pinnacle Holdings | 43k | $2.7M | 0% | Dec 2024 |
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| D. E. Shaw & Co | 41k | $2.3M | 238% | Mar 2025 |
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| Jpmorgan Chase & Co | 38k | $2.1M | -42% | Mar 2025 |
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| Two Sigma Investments | 37k | $2.0M | 374% | Mar 2025 |
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| AA Financial Advisors | 31k | $1.7M | 100% | Mar 2025 |
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| Russell Investments | 31k | $1.9M | 0% | Dec 2024 |
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| Segall Bryant & Hamill | 31k | $1.7M | 100% | Mar 2025 |
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| Nuveen | 30k | $1.7M | 100% | Mar 2025 |
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| Millennium Management | 30k | $1.7M | 53% | Mar 2025 |
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| Nuveen Asset Management | 28k | $1.7M | 0% | Dec 2024 |
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| Moors & Cabot | 26k | $1.5M | 0% | Mar 2025 |
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| Swiss National Bank | 26k | $1.5M | -1% | Mar 2025 |
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| Wells Fargo & Company | 24k | $1.3M | 1% | Mar 2025 |
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| Barclays | 23k | $1.3M | -19% | Mar 2025 |
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| Jane Street | 23k | $1.3M | 100% | Mar 2025 |
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| Fifth Third Bancorp | 22k | $1.2M | 0% | Mar 2025 |
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| Ubs Global Asset Management Americas | 21k | $1.2M | 0% | Mar 2025 |
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| Ameriprise Financial | 19k | $1.1M | 100% | Mar 2025 |
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| Rhumbline Advisers | 18k | $991k | -5% | Mar 2025 |
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| Bank of America Corporation | 18k | $1.1M | 51% | Dec 2024 |
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| Cubist Systematic Strategies | 18k | $979k | 100% | Mar 2025 |
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| Franklin Resources | 15k | $840k | 0% | Mar 2025 |
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| Quadrature Capital | 14k | $902k | 17% | Dec 2024 |
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| Citadel Advisors | 13k | $748k | -34% | Mar 2025 |
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| Emerald Mutual Fund Advisers, Trust | 13k | $734k | 0% | Mar 2025 |
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| Legal & General Group | 13k | $721k | 0% | Mar 2025 |
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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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| UBS Group | 13k | $713k | 6% | Mar 2025 |
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| Cambridge Investment Research Advisors | 12k | $696k | 0% | Mar 2025 |
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| Empower Advisory Group | 12k | $649k | 0% | Mar 2025 |
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| Alliancebernstein | 11k | $625k | 0% | Mar 2025 |
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| Citigroup | 10k | $572k | -14% | Mar 2025 |
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| Sandy Spring Bank | 10k | $572k | -1% | Mar 2025 |
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| Invesco | 10k | $569k | 77% | Mar 2025 |
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| Philadelphia Trust Company | 9.9k | $553k | 0% | Mar 2025 |
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| T. Rowe Price Associates | 9.8k | $613k | 118% | Dec 2024 |
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| Deutsche Bank Aktiengesellschaft | 9.5k | $532k | -11% | Mar 2025 |
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| First Trust Advisors | 9.0k | $504k | -1% | Mar 2025 |
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| Passive Capital Management | 8.7k | $489k | -2% | Mar 2025 |
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| FMR | 8.2k | $462k | 1003% | Mar 2025 |
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| MetLife Investment Advisors | 8.2k | $512k | 8% | Dec 2024 |
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| Mirae Asset Global Etfs Holdings | 8.0k | $451k | 4% | Mar 2025 |
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| Mariner Wealth Advisors | 7.2k | $406k | -3% | Mar 2025 |
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| Hendershot Investments | 7.1k | $442k | -23% | Dec 2024 |
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| Two Sigma Advisers | 6.9k | $388k | 100% | Mar 2025 |
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| Intech Investment Management | 6.8k | $379k | 52% | Mar 2025 |
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| Susquehanna International | 6.7k | $416k | 100% | Dec 2024 |
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| Corebridge Financial | 6.6k | $372k | -1% | Mar 2025 |
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| TCTC Holdings | 6.3k | $354k | 0% | Mar 2025 |
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| Modera Wealth Management | 6.2k | $348k | -1% | Mar 2025 |
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| Wealth Enhancement Advisory Services | 6.1k | $344k | 0% | Mar 2025 |
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| Trexquant Investment | 5.9k | $367k | 100% | Dec 2024 |
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| SG Americas Securities | 5.8k | $326k | -23% | Mar 2025 |
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| Royal Bank of Canada | 5.8k | $323k | -10% | Mar 2025 |
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| Jentner | 5.6k | $351k | 1% | Dec 2024 |
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| Delphi Management | 5.5k | $310k | 22% | Mar 2025 |
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| NTV Asset Management | 5.3k | $295k | 0% | Mar 2025 |
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| Colony | 5.1k | $289k | 0% | Mar 2025 |
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| Bnp Paribas Arbitrage, Snc | 5.1k | $285k | 18% | Mar 2025 |
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| Branch Banking & Trust Company | 5.0k | $282k | -8% | Mar 2025 |
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| Manufacturers Life Insurance Company | 4.8k | $272k | -1% | Mar 2025 |
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| Burney Co/ | 4.8k | $300k | 0% | Dec 2024 |
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| Verition Fund Management | 4.8k | $270k | 100% | Mar 2025 |
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| Stifel Financial | 4.8k | $297k | 0% | Dec 2024 |
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| Y-Intercept | 4.8k | $267k | 100% | Mar 2025 |
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| Quest Partners | 4.6k | $258k | 59% | Mar 2025 |
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| New York State Common Retirement Fund | 4.5k | $254k | 0% | Mar 2025 |
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| Voleon Capital Management | 4.4k | $249k | -10% | Mar 2025 |
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| Sontag Advisory | 4.4k | $249k | -24% | Mar 2025 |
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| Cassaday & Co Wealth Management | 4.3k | $242k | 0% | Mar 2025 |
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| Ing Investment Management | 4.3k | $268k | -5% | Dec 2024 |
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| Tiaa Trust, National Association | 4.2k | $235k | 0% | Mar 2025 |
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| Folger Nolan Fleming Douglas | 4.0k | $226k | -17% | Mar 2025 |
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| Hsbc Holdings | 4.0k | $221k | 100% | Mar 2025 |
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| Avenir Corporation | 3.9k | $219k | 0% | Mar 2025 |
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| Arizona State Retirement System | 3.9k | $217k | 0% | Mar 2025 |
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| Quantbot Technologies | 3.6k | $202k | 360400% | Mar 2025 |
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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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| Larson Financial Group | 2.5k | $142k | 100% | Mar 2025 |
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| Summit Investment Advisors | 1.4k | $77k | 0% | Mar 2025 |
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| Tower Research Capital | 1.3k | $84k | 228% | Dec 2024 |
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| First United Bank & Trust | 1.2k | $65k | 0% | Mar 2025 |
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| Advisor Group Holdings | 1.1k | $60k | -76% | Mar 2025 |
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| Fortitude Family Office | 936.00 | $53k | 0% | Mar 2025 |
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| Pnc Financial Services | 882.00 | $55k | 0% | Dec 2024 |
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| Mot | 585.00 | $33k | 0% | Mar 2025 |
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| HHM Wealth Advisors | 560.00 | $31k | 0% | Mar 2025 |
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| Amalgamated Bank | 469.00 | $26k | 11% | Mar 2025 |
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| Steward Partners Investment Advisory | 400.00 | $25k | 0% | Dec 2024 |
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| City Holding | 302.00 | $17k | 0% | Mar 2025 |
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| Sterling Capital Management | 234.00 | $13k | -46% | Mar 2025 |
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| SRS Capital Advisors | 180.00 | $11k | -2% | Dec 2024 |
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| Brown, Lisle/cummings | 150.00 | $8.4k | 0% | Mar 2025 |
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| Point72 | 148.00 | $8.3k | 100% | Mar 2025 |
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| GAMMA Investing | 112.00 | $6.3k | 155% | Mar 2025 |
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| CWM | 101.00 | $6.0k | 66% | Mar 2025 |
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| Versant Capital Management | 69.00 | $3.9k | 100% | Mar 2025 |
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| Coldstream Capital Management | 54.00 | $3.0k | 100% | Mar 2025 |
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| Proequities | 50.00 | $3.1M | 0% | Dec 2024 |
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| Rothschild Investment | 30.00 | $1.7k | 50% | Mar 2025 |
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| Signature | 29.00 | $1.6k | 0% | Mar 2025 |
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| Continuum Advisory | 17.00 | $953.999200 | 100% | Mar 2025 |
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| Jones Financial Companies, L.L | 13.00 | $728.000000 | 100% | Mar 2025 |
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| NISA Investment Advisors | 12.00 | $672.999600 | 0% | Mar 2025 |
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| True Wealth Design | 11.00 | $617.999800 | 100% | Mar 2025 |
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| Parkside Financial Bank & Trust | 10.00 | $562.000000 | 100% | Mar 2025 |
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| Stephens Consulting | 5.00 | $281.000000 | 100% | Mar 2025 |
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| EverSource Wealth Advisors | 5.00 | $281.000000 | 100% | Mar 2025 |
|
| Goss Wealth Management | 2.00 | $127.000000 | 0% | Dec 2024 |
|
| Covestor | 1.00 | $0 | 100% | Mar 2025 |
|
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 |
| Mittelman Wealth Management | Dec 2024 | 7.8k | $487k |
| Raymond James Financial | Dec 2024 | 4.4k | $274k |
| HighTower Advisors | Sep 2024 | 4.2k | $257k |
| XTX Topco | Dec 2024 | 3.8k | $239k |
| ProShare Advisors | Dec 2024 | 3.8k | $238k |
| Occudo Quantitative Strategies | Dec 2024 | 3.4k | $212k |
| Federated Investors | Dec 2024 | 732.00 | $46k |
| Us Bancorp | Dec 2024 | 15.00 | $934.999500 |
| Creative Planning | Dec 2024 | 14.00 | $872.999400 |