Burke & Herbert Financial Services (BHRB) Institutional Ownership $67.78 -0.07 (-0.10%) (As of 11/20/2024 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 Angel PublishingTesla Execs are Freaking OutIt’s so revolutionary that tech giants like Microsoft, Amazon, and NVIDIA are all lining up to get their hands on it. And Elon Musk has completely restructured Tesla to chase this opportunity. This is a once-in-a-lifetime opportunity that you don’t want to miss.Click here to get the details. Burke & Herbert Financial Services Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails11/20/2024Virtu 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% Tesla Execs are Freaking Out (Ad)It’s so revolutionary that tech giants like Microsoft, Amazon, and NVIDIA are all lining up to get their hands on it. And Elon Musk has completely restructured Tesla to chase this opportunity. This is a once-in-a-lifetime opportunity that you don’t want to miss.Click here to get the details.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 ASB Major Shareholders EBC Major Shareholders AUB Major Shareholders CLSK Major Shareholders FHB Major Shareholders PRK Major Shareholders BFH Major Shareholders WULF Major Shareholders PPBI Major Shareholders ENVA Major Shareholders This page (NASDAQ:BHRB) was last updated on 11/21/2024 by MarketBeat.com Staff From Our PartnersMissed Nvidia? Watch this ASAPThis little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrou...Brownstone Research | SponsoredMusk’s new company could top a trillion?The investment legend who predicted the rise of Bitcoin, Facebook and streaming services like Netflix… Just...Paradigm Press | SponsoredTim Sykes’ Urgent Trade Alert: “Make this move now”WARNING: 80 Wall Street banks are gearing up for MASSIVE D.C. shock This $2 trillion D.C. shock is NOT abou...Timothy Sykes | SponsoredUnveiled: NVIDIA’s "Secret Royalty" ProgramDid you know that there's an investment that will give you the opportunity to collect "royalties" every time N...Behind the Markets | Sponsored$2 Trillion Disappears Because of Fed's Secretive New Move$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...Stansberry Research | Sponsored24/7 Automated Profits in CryptoThe 4th quarter of 2024 is shaping up to be one of the most explosive periods for crypto in recent memory. But...Crypto Swap Profits | SponsoredTrump Wins… But Elon Says Get Ready to BraceTrump's back in the White House, ready to hit the gas on America's comeback. He's taking on the economy wi...Genesis Gold Group | SponsoredBut another coin could soar even higher …Donald Trump wants to be America’s first crypto president. He was the keynote speaker at the recent Bitcoin co...Weiss Ratings | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Burke & Herbert Financial Services Corp. Please log in to your account or sign up in order to add this asset to your watchlist. Share Burke & Herbert Financial Services With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Free BHRB Stock Alerts