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CB Financial Services (CBFV) Institutional Ownership

CB Financial Services logo
$29.49 +0.23 (+0.79%)
(As of 11/20/2024 ET)

Institutional Ownership Changes (13F Filings) for CB Financial Services (NASDAQ:CBFV)

Current
Institutional Ownership
Percentage
33.06%
Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$1.44M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$879.50K
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CBFV Institutional Buying and Selling by Quarter

CB Financial Services Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/19/2024 Barclays PLC8,373$234K0.0%+12.7%0.164%
11/16/2024 Geode Capital Management LLC48,357$1.35M0.0%+9.7%0.944%
11/15/2024 Barclays PLC8,373$234K0.0%+12.7%0.164%
11/14/2024 Fourthstone LLC13,329$373K0.1%N/A0.260%
11/14/2024 De Lisle Partners LLP29,255$823K0.1%+9.1%0.571%
11/13/2024 The Manufacturers Life Insurance Company 166,602$4.66M0.0%-0.6%3.254%
11/6/2024 Empowered Funds LLC32,572$911K0.0%+5.2%0.634%
11/5/2024 First National Trust Co11,291$316K0.0%-15.4%0.220%
10/29/2024 Janney Montgomery Scott LLC364,939$10.20M0.0%+2.3%7.097%
8/8/2024 American Century Companies Inc.19,293$437K0.0%-3.5%0.375%
8/6/2024 Acadian Asset Management LLC2,089$46K0.0%+115.4%0.041%
8/2/2024 First National Trust Co13,346$302K0.0%-33.1%0.260%
7/31/2024Commonwealth Equity Services LLC17,340$393K0.0%N/A0.337%
5/9/2024 HBK Sorce Advisory LLC11,130$241K0.0%-29.2%0.216%
5/7/2024 Empowered Funds LLC28,804$623K0.0%+7.9%0.560%
5/1/2024 Janney Montgomery Scott LLC305,295$6.60M0.0%-6.6%5.940%
4/23/2024 Wesbanco Bank Inc.11,277$244K0.0%-20.3%0.219%
2/8/2024 Janney Montgomery Scott LLC326,985$7.79M0.0%+1.1%6.386%
11/8/2023 Salzhauer Michael35,350$756K0.8%-1.6%0.690%
11/8/2023 Janney Montgomery Scott LLC323,381$6.92M0.0%+3.9%6.316%
11/6/2023 HBK Sorce Advisory LLC15,730$341K0.0%-24.2%0.307%
8/8/2023 Salzhauer Michael35,923$744K0.8%-1.8%0.703%
8/4/2023 HBK Sorce Advisory LLC20,750$422K0.0%-50.0%0.406%
8/2/2023 Bank of Montreal Can42,984$890K0.0%N/A0.841%
7/27/2023EA Series Trust22,504$457K0.0%N/A0.440%
7/26/2023 Janney Montgomery Scott LLC311,163$6.44M0.0%+22.3%6.089%
4/28/2023 Janney Montgomery Scott LLC254,503$5.53M0.0%+3.5%4.971%
2/13/2023 Petiole USA ltd215,198$4.61M3.4%+4.7%4.228%
2/9/2023 HBK Sorce Advisory LLC41,500$889K0.0%+100.0%0.815%
2/1/2023 Janney Montgomery Scott LLC246,006$5.27M0.0%+1.3%4.833%
10/25/2022 Janney Montgomery Scott LLC242,872$5.29M0.0%-0.4%4.754%
8/3/2022 Janney Montgomery Scott LLC243,872$5.35M0.0%-3.6%4.735%
2/11/2022 Petiole USA ltd179,046$4.31M3.1%N/A3.380%
2/9/2022 UMB Bank N A MO12,385$298K0.0%N/A0.234%
2/7/2022 American Century Companies Inc.12,376$298K0.0%+36.4%0.234%
2/7/2022BHZ Capital Management LP19,553$471K0.2%-7.1%0.369%
2/3/2022 First National Trust Co19,941$480K0.0%+130.5%0.376%
1/27/2022 Janney Montgomery Scott LLC254,667$6.13M0.0%-0.6%4.808%
11/12/2021 Renaissance Technologies LLC85,304$2M0.0%-20.1%1.610%
11/12/2021 Fourthstone LLC92,500$2.17M0.9%+42.3%1.746%
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11/12/2021 The Manufacturers Life Insurance Company151,286$3.55M0.0%+393.5%2.812%
11/12/2021 Geode Capital Management LLC47,616$1.10M0.0%+6.3%0.885%
11/10/2021 American Century Companies Inc.9,072$209K0.0%N/A0.169%
11/9/2021 Barclays PLC8,675$203K0.0%-8.0%0.161%
11/9/2021BlackRock Inc.13,765$322K0.0%-10.7%0.256%
11/5/2021 First National Trust Co8,650$203K0.0%N/A0.161%
10/29/2021 Janney Montgomery Scott LLC256,162$6.01M0.0%-2.0%4.761%
8/17/2021 Millennium Management LLC104,238$2.31M0.0%N/A1.938%
8/17/2021 Bridgeway Capital Management LLC49,000$1.09M0.0%+3.4%0.911%
8/16/2021 Invenomic Capital Management LP4,087$90K0.0%N/A0.076%
8/16/2021 Rodgers Brothers Inc.11,160$247K0.0%+15.5%0.207%
8/13/2021 Renaissance Technologies LLC106,799$2.37M0.0%+14.6%1.985%
8/13/2021 Geode Capital Management LLC44,809$992K0.0%-41.9%0.833%
8/13/2021 Vanguard Group Inc.214,242$4.75M0.0%-7.7%3.982%
8/12/2021 JPMorgan Chase & Co.1,604$36K0.0%-93.4%0.030%
8/12/2021 The Manufacturers Life Insurance Company30,656$679K0.0%N/A0.564%
8/12/2021Ergoteles LLC21,400$474K0.0%N/A0.394%
8/11/2021 Bank of New York Mellon Corp16,744$371K0.0%-46.2%0.308%
8/10/2021BHZ Capital Management LP21,053$466K0.2%-5.2%0.387%
8/5/2021 Fourthstone LLC64,984$1.45M0.6%+500.5%1.196%
5/18/2021 Rodgers Brothers Inc.9,660$214K0.0%N/A0.178%
5/17/2021 Captrust Financial Advisors2,484$55K0.0%N/A0.046%
5/17/2021 Goldman Sachs Group Inc.21,918$485K0.0%N/A0.403%
5/14/2021 Stonebridge Capital Advisors LLC1,159$26K0.0%N/A0.021%
5/14/2021 HBK Sorce Advisory LLC20,750$459K0.0%+3.0%0.382%
5/13/2021 Barclays PLC12,424$275K0.0%+44.6%0.229%
5/13/2021 Renaissance Technologies LLC93,199$2.06M0.0%+43.1%1.715%
5/13/2021 Bank of New York Mellon Corp31,117$689K0.0%+2.0%0.573%
5/12/2021 Northern Trust Corp47,121$1.04M0.0%-8.7%0.867%
5/12/2021 Geode Capital Management LLC77,100$1.71M0.0%+0.8%1.419%
5/12/2021 Salzhauer Michael36,573$810K0.4%+6.7%0.673%
5/12/2021 Fourthstone LLC10,822$239K0.1%N/A0.199%
5/12/2021 JPMorgan Chase & Co.24,247$537K0.0%+2.6%0.446%
5/12/2021 UBS Group AG2,231$50K0.0%-23.5%0.041%
5/11/2021 Acadian Asset Management LLC4,041$89K0.0%-29.7%0.074%
5/10/2021BHZ Capital Management LP22,198$491K0.2%N/A0.409%
5/7/2021BlackRock Inc.261,335$5.78M0.0%+14.2%4.809%
5/7/2021 BNP Paribas Arbitrage SA2,644$59K0.0%+151.1%0.049%
5/6/2021Abundance Wealth Counselors4,202$93K0.0%N/A0.077%
5/6/2021 Wesbanco Bank Inc.14,268$316K0.0%N/A0.263%
5/5/2021Abundance Wealth Counselors1,126$448K1.8%N/A0.021%
4/27/2021 Janney Montgomery Scott LLC264,250$5.85M0.0%-0.8%4.863%
2/19/2021 JPMorgan Chase & Co.23,638$473K0.0%+50.6%0.438%
2/11/2021 Northern Trust Corp51,587$1.03M0.0%-3.2%0.956%
2/10/2021 Renaissance Technologies LLC65,136$1.30M0.0%+6.8%1.207%
2/9/2021 Wells Fargo & Company MN9,563$191K0.0%-16.5%0.177%
2/5/2021BlackRock Inc.228,849$4.58M0.0%+11.7%4.240%
1/25/2021 Janney Montgomery Scott LLC266,500$5.33M0.0%+1.3%4.937%
11/13/2020 Morgan Stanley9,950$190K0.0%-11.8%0.184%
11/12/2020 O Shaughnessy Asset Management LLC5,423$103K0.0%-31.6%0.101%
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11/10/2020 State Street Corp52,760$1.01M0.0%-3.2%0.978%
11/9/2020Fifth Third Bancorp4,650$89K0.0%+116.3%0.086%
11/9/2020 Acadian Asset Management LLC7,243$138K0.0%-10.3%0.134%
11/6/2020BlackRock Inc.204,920$3.91M0.0%+4.2%3.799%
(Data available from 1/1/2016 forward)

CBFV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CBFV shares?

During the previous two years, 17 institutional investors and hedge funds held shares of CB Financial Services. The most heavily invested institutionals were Janney Montgomery Scott LLC ($10.20M), The Manufacturers Life Insurance Company ($4.66M), Petiole USA ltd ($4.61M), Geode Capital Management LLC ($1.35M), Empowered Funds LLC ($911K), Bank of Montreal Can ($890K), and De Lisle Partners LLP ($823K).Learn more on CBFV's institutional investors.

What percentage of CB Financial Services stock is owned by institutional investors?

33.06% of CB Financial Services stock is owned by institutional investors. Learn more on CBFV's institutional investor holdings.

Which institutional investors have been buying CB Financial Services stock?

Of the 12 institutional investors that purchased CB Financial Services stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Janney Montgomery Scott LLC ($92.26K), Bank of Montreal Can ($42.98K), EA Series Trust ($22.50K), HBK Sorce Advisory LLC ($20.75K), Commonwealth Equity Services LLC ($17.34K), Fourthstone LLC ($13.33K), and Petiole USA ltd ($9.58K).

How much institutional buying is happening at CB Financial Services?

Institutional investors have bought a total of 232,176 shares in the last 24 months. This purchase volume represents approximately $5.08M in transactions.

Which CB Financial Services major shareholders have been selling company stock?

The following institutional investors have sold CB Financial Services stock in the last 24 months: HBK Sorce Advisory LLC ($30.37K), Janney Montgomery Scott LLC ($21.69K), First National Trust Co ($8.65K), Wesbanco Bank Inc. ($2.88K), Salzhauer Michael ($1.22K), The Manufacturers Life Insurance Company ($931.00), and American Century Companies Inc. ($707.00).

How much institutional selling is happening at CB Financial Services?

Institutional investors have sold a total of 66,446 shares in the last 24 months. This volume of shares sold represents approximately $1.43M in transactions.



This page (NASDAQ:CBFV) was last updated on 11/21/2024 by MarketBeat.com Staff
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