Burke & Herbert Financial Services (BHRB) Institutional Ownership $64.20 -0.10 (-0.16%) (As of 12/20/2024 05:15 PM ET) Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrends Institutional Ownership Changes (13F Filings) for Burke & Herbert Financial Services (NASDAQ:BHRB)Number ofInstitutional Buyers(last 12 months)36TotalInstitutional Inflows(last 12 months)$59.05MNumber ofInstitutional Sellers(last 12 months)11TotalInstitutional Outflows(last 12 months)$4.78M 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. Email Address Skip Chart & View Institutional Buying and Selling Data BHRB Institutional Buying and Selling by Quarter Ad DTICackling Kamala hates this companyDo you want to see one of the most exciting election trades of all time? A trade that could help America become 100% energy independent… Reduce energy costs to virtually zero… And hand investors what could be a stunning return in just a few years’ time? It all has to do with a little known company that is helping to kick off the next great American energy revolution. Before that happens, you need to see the details here. Burke & Herbert Financial Services Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails11/20/2024 Virtu Financial LLC8,630$526K0.0%N/A0.058% 11/19/2024 Barclays PLC22,225$1.36M0.0%+204.0%0.148% 11/18/2024 Mittelman Wealth Management10,801$659K0.4%N/A0.072% 11/16/2024 Geode Capital Management LLC306,243$18.68M0.0%+5.2%2.050% 11/15/2024 Barclays PLC22,225$1.36M0.0%+204.0%0.149% 11/15/2024 Passive Capital Management LLC.8,868$541K0.2%-5.3%0.059% Get the Latest News and Ratings for BHRB and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Burke & Herbert Financial Services and its competitors with MarketBeat's FREE daily newsletter. 11/15/2024 Hendershot Investments Inc.9,172$559K0.1%-39.5%0.061% 11/15/2024 Jane Street Group LLC18,772$1.15M0.0%+6.9%0.126% 11/15/2024 State Street Corp289,576$17.66M0.0%+9.9%1.938% 11/15/2024 Quadrature Capital Ltd12,309$750K0.0%+4.8%0.082% 11/15/2024 HighTower Advisors LLC4,209$257K0.0%-8.7%0.028% 11/14/2024 Fourthstone LLC397,598$24.25M5.4%+29.3%2.661% 11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC16,483$1.01M0.0%N/A0.110% 11/13/2024 Quantbot Technologies LP1,934$118K0.0%N/A0.013% 11/12/2024 Charles Schwab Investment Management Inc.108,481$6.62M0.0%+190.2%0.726% 11/8/2024 Moors & Cabot Inc.27,313$1.67M0.1%-5.4%0.183% 11/7/2024 Quest Partners LLC7,843$478K0.0%N/A0.052% 11/6/2024 Royce & Associates LP95,779$5.84M0.1%-3.9%0.641% 11/1/2024 Verdence Capital Advisors LLC51,500$3.14M0.3%+18.4%0.345% 10/24/2024 Modera Wealth Management LLC6,280$383K0.0%N/A0.042% 10/23/2024 Burke & Herbert Bank & Trust Co.261,857$15.97M3.7%-15.1%1.764% 10/3/2024 SG Americas Securities LLC5,067$309K0.0%+113.7%0.034% 8/21/2024 Truist Financial Corp3,962$202K0.0%N/A0.027% 8/15/2024 The Manufacturers Life Insurance Company5,086$259K0.0%N/A0.034% 8/14/2024 Marshall Wace LLP8,384$427K0.0%N/A0.056% 8/9/2024 Moors & Cabot Inc.28,872$1.47M0.1%+6.9%0.194% 8/9/2024 Renaissance Technologies LLC55,460$2.83M0.0%N/A0.374% 8/9/2024 Dimensional Fund Advisors LP355,782$18.14M0.0%N/A2.396% 8/8/2024 Wealthspire Advisors LLC5,999$306K0.0%-9.4%0.040% 8/8/2024 American Century Companies Inc.60,633$3.09M0.0%N/A0.408% 8/8/2024 HHM Wealth Advisors LLC560$29K0.0%N/A0.004% 8/6/2024 LSV Asset Management2,118$108K0.0%N/A0.014% 8/6/2024 Emerald Mutual Fund Advisers Trust13,080$667K0.0%N/A0.088% 8/5/2024 Hendershot Investments Inc.15,156$773K0.1%N/A0.102% 8/1/2024 TIAA Trust National Association4,180$213K0.0%N/A0.028% 8/1/2024 Rhumbline Advisers18,973$967K0.0%+126.9%0.128% 7/29/2024Burney Co.4,816$246K0.0%N/A0.032% 7/26/2024 Bank of New York Mellon Corp81,204$4.14M0.0%+96.0%0.547% 7/26/2024 Verdence Capital Advisors LLC43,500$2.22M0.2%N/A0.293% 7/22/2024Fifth Third Bancorp22,884$1.17M0.0%N/A0.154% Cackling Kamala hates this company (Ad)Do you want to see one of the most exciting election trades of all time? A trade that could help America become 100% energy independent… Reduce energy costs to virtually zero… And hand investors what could be a stunning return in just a few years’ time? It all has to do with a little known company that is helping to kick off the next great American energy revolution. Before that happens, you need to see the details here.7/16/2024 AA Financial Advisors LLC31,166$1.59M0.6%N/A0.210% 7/16/2024 Burke & Herbert Bank & Trust Co.308,251$15.72M3.9%+50.6%2.076% 7/10/2024 Fortitude Family Office LLC936$48K0.0%+1,666.0%0.006% 7/9/2024 Folger Nolan Fleming Douglas Capital Management Inc.5,489$280K0.0%N/A0.037% 5/15/2024 Quadrature Capital Ltd6,989$392K0.0%N/A0.094% 5/10/2024 Vanguard Group Inc.341,705$19.15M0.0%+1.4%0.000% 5/7/2024 SG Americas Securities LLC2,562$144K0.0%-35.2%0.000% 2/14/2024 Cassaday & Co Wealth Management LLC4,320$272K0.0%-28.5%0.000% 2/9/2024 Cassaday & Co Wealth Management LLC4,320$272K0.0%-28.5%0.000% 2/9/2024 Franklin Resources Inc.14,968$941K0.0%-19.9%0.000% 1/26/2024 Sandy Spring Bank15,862$998K0.0%-39.0%0.000% 1/12/2024 SG Americas Securities LLC3,955$249K0.0%+52.3%0.000% 11/13/2023 McGinn Penninger Investment Management Inc.70,401$3.27M2.6%-4.1%0.000% 11/8/2023 Moors & Cabot Inc.37,769$1.76M0.1%-0.8%0.000% 11/6/2023 Cassaday & Co Wealth Management LLC6,040$281K0.0%N/A0.000% 10/30/2023 Sandy Spring Bank25,998$1.21M0.1%+2.1%0.000% 10/27/2023 Allspring Global Investments Holdings LLC936$43K0.0%N/A0.000% 10/24/2023 Bank of New York Mellon Corp19,865$923K0.0%+24.1%0.000% 10/16/2023 Burke & Herbert Bank & Trust Co.241,440$11.22M9.1%+0.6%0.000% 10/13/2023 SG Americas Securities LLC2,596$121K0.0%N/A0.000% 9/21/2023 Barclays PLC1,281$82K0.0%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, 45 institutional investors and hedge funds held shares of Burke & Herbert Financial Services. The most heavily invested institutionals were Fourthstone LLC ($24.25M), Vanguard Group Inc. ($19.15M), Geode Capital Management LLC ($18.68M), Dimensional Fund Advisors LP ($18.14M), State Street Corp ($17.66M), Burke & Herbert Bank & Trust Co. ($15.97M), and Charles Schwab Investment Management Inc. ($6.62M).Learn more on BHRB's institutional investors. Which institutional investors have been buying Burke & Herbert Financial Services stock? Of the 39 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: Dimensional Fund Advisors LP ($355.78K), Burke & Herbert Bank & Trust Co. ($104.86K), Fourthstone LLC ($90.15K), Charles Schwab Investment Management Inc. ($71.11K), American Century Companies Inc. ($60.63K), Renaissance Technologies LLC ($55.46K), and Verdence Capital Advisors LLC ($51.50K). How much institutional buying is happening at Burke & Herbert Financial Services? Institutional investors have bought a total of 1,115,239 shares in the last 24 months. This purchase volume represents approximately $59.77M in transactions. Which Burke & Herbert Financial Services major shareholders have been selling company stock? Of the 12 institutional investors that sold Burke & Herbert Financial Services stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Burke & Herbert Bank & Trust Co. ($46.39K), Sandy Spring Bank ($10.14K), Hendershot Investments Inc. ($5.98K), Royce & Associates LP ($3.84K), Franklin Resources Inc. ($3.72K), Cassaday & Co Wealth Management LLC ($3.44K), and McGinn Penninger Investment Management Inc. ($3.04K). How much institutional selling is happening at Burke & Herbert Financial Services? Institutional investors have sold a total of 81,343 shares in the last 24 months. This volume of shares sold represents approximately $4.93M in transactions. Related Companies EBC Major Shareholders BBAR Major Shareholders ASB Major Shareholders CLSK Major Shareholders AUB Major Shareholders FHB Major Shareholders IFS Major Shareholders BFH Major Shareholders WULF Major Shareholders PRK Major Shareholders This page (NASDAQ:BHRB) was last updated on 12/21/2024 by MarketBeat.com Staff From Our PartnersAmazon coin set to soar 25X – starting December 16th?This tiny 3-cent crypto just partnered with one of the biggest companies in the world… Amazon. And one team...True Market Insiders | SponsoredDid You See Trump’s Bombshell Exec. Order 001?Biden broke it... Now Trump is going to fix it. Starting with "Exec. Order 001."Banyan Hill Publishing | Sponsored$2 Trillion Disappears Because of Fed's Secretive New Move$2 trillion has disappeared from the US government's books. 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