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CB Financial Services (CBFV) Institutional Ownership

CB Financial Services logo
$28.28 -0.07 (-0.25%)
As of 01/17/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for CB Financial Services (NASDAQ:CBFV)

Current
Institutional Ownership
Percentage
33.06%
Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$2.38M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$1.22M
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CBFV Institutional Buying and Selling by Quarter

CB Financial Services Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Janney Montgomery Scott LLC352,996$10.09M0.0%-3.3%6.894%
11/25/2024Wilmington Savings Fund Society FSB33,642$941K0.0%N/A0.657%
11/19/2024Barclays PLC8,373$234K0.0%+12.7%0.163%
11/16/2024Geode Capital Management LLC48,357$1.35M0.0%+9.7%0.944%
11/15/2024Barclays PLC8,373$234K0.0%+12.7%0.164%
11/14/2024Fourthstone LLC13,329$373K0.1%N/A0.260%
11/14/2024De Lisle Partners LLP29,255$823K0.1%+9.1%0.571%
11/13/2024The Manufacturers Life Insurance Company166,602$4.66M0.0%-0.6%3.254%
11/6/2024Empowered Funds LLC32,572$911K0.0%+5.2%0.634%
11/5/2024First 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%
8/8/2024American Century Companies Inc.19,293$437K0.0%-3.5%0.375%
8/6/2024Acadian Asset Management LLC2,089$46K0.0%+115.4%0.041%
8/2/2024First National Trust Co13,346$302K0.0%-33.1%0.260%
7/31/2024Commonwealth Equity Services LLC17,340$393K0.0%N/A0.337%
5/9/2024HBK Sorce Advisory LLC11,130$241K0.0%-29.2%0.216%
5/7/2024Empowered 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%
11/8/2023Salzhauer Michael35,350$756K0.8%-1.6%0.690%
11/8/2023 Janney Montgomery Scott LLC323,381$6.92M0.0%+3.9%6.316%
11/6/2023HBK Sorce Advisory LLC15,730$341K0.0%-24.2%0.307%
8/8/2023Salzhauer Michael35,923$744K0.8%-1.8%0.703%
8/4/2023HBK Sorce Advisory LLC20,750$422K0.0%-50.0%0.406%
8/2/2023Bank 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%
2/13/2023Petiole USA ltd215,198$4.61M3.4%+4.7%4.228%
2/9/2023HBK 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%
2/11/2022Petiole USA ltd179,046$4.31M3.1%N/A3.380%
2/9/2022 UMB Bank N A MO12,385$298K0.0%N/A0.234%
2/7/2022American Century Companies Inc.12,376$298K0.0%+36.4%0.234%
2/7/2022BHZ Capital Management LP19,553$471K0.2%-7.1%0.369%
2/3/2022First 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%
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11/12/2021Renaissance Technologies LLC85,304$2M0.0%-20.1%1.610%
11/12/2021Fourthstone LLC92,500$2.17M0.9%+42.3%1.746%
11/12/2021The Manufacturers Life Insurance Company151,286$3.55M0.0%+393.5%2.812%
11/12/2021Geode Capital Management LLC47,616$1.10M0.0%+6.3%0.885%
11/10/2021American Century Companies Inc.9,072$209K0.0%N/A0.169%
11/9/2021Barclays PLC8,675$203K0.0%-8.0%0.161%
11/9/2021BlackRock Inc.13,765$322K0.0%-10.7%0.256%
11/5/2021First National Trust Co8,650$203K0.0%N/A0.161%
10/29/2021 Janney Montgomery Scott LLC256,162$6.01M0.0%-2.0%4.761%
8/17/2021Millennium Management LLC104,238$2.31M0.0%N/A1.938%
8/17/2021Bridgeway Capital Management LLC49,000$1.09M0.0%+3.4%0.911%
8/16/2021Invenomic Capital Management LP4,087$90K0.0%N/A0.076%
8/16/2021Rodgers Brothers Inc.11,160$247K0.0%+15.5%0.207%
8/13/2021Renaissance Technologies LLC106,799$2.37M0.0%+14.6%1.985%
8/13/2021Geode Capital Management LLC44,809$992K0.0%-41.9%0.833%
8/13/2021Vanguard Group Inc.214,242$4.75M0.0%-7.7%3.982%
8/12/2021JPMorgan Chase & Co.1,604$36K0.0%-93.4%0.030%
8/12/2021The Manufacturers Life Insurance Company30,656$679K0.0%N/A0.564%
8/12/2021Ergoteles LLC21,400$474K0.0%N/A0.394%
8/11/2021Bank 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%
8/5/2021Fourthstone LLC64,984$1.45M0.6%+500.5%1.196%
5/18/2021Rodgers Brothers Inc.9,660$214K0.0%N/A0.178%
5/17/2021Captrust Financial Advisors2,484$55K0.0%N/A0.046%
5/17/2021Goldman Sachs Group Inc.21,918$485K0.0%N/A0.403%
5/14/2021Stonebridge Capital Advisors LLC1,159$26K0.0%N/A0.021%
5/14/2021HBK Sorce Advisory LLC20,750$459K0.0%+3.0%0.382%
5/13/2021Barclays PLC12,424$275K0.0%+44.6%0.229%
5/13/2021Renaissance Technologies LLC93,199$2.06M0.0%+43.1%1.715%
5/13/2021Bank of New York Mellon Corp31,117$689K0.0%+2.0%0.573%
5/12/2021Northern Trust Corp47,121$1.04M0.0%-8.7%0.867%
5/12/2021Geode Capital Management LLC77,100$1.71M0.0%+0.8%1.419%
5/12/2021Salzhauer Michael36,573$810K0.4%+6.7%0.673%
5/12/2021Fourthstone LLC10,822$239K0.1%N/A0.199%
5/12/2021JPMorgan Chase & Co.24,247$537K0.0%+2.6%0.446%
5/12/2021UBS Group AG2,231$50K0.0%-23.5%0.041%
5/11/2021Acadian 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%
5/7/2021BNP 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%
2/19/2021JPMorgan Chase & Co.23,638$473K0.0%+50.6%0.438%
2/11/2021Northern Trust Corp51,587$1.03M0.0%-3.2%0.956%
2/10/2021Renaissance Technologies LLC65,136$1.30M0.0%+6.8%1.207%
2/9/2021Wells 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%
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11/13/2020Morgan Stanley9,950$190K0.0%-11.8%0.184%
(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, 18 institutional investors and hedge funds held shares of CB Financial Services. The most heavily invested institutionals were Janney Montgomery Scott LLC ($10.09M), The Manufacturers Life Insurance Company ($4.66M), Petiole USA ltd ($4.61M), Geode Capital Management LLC ($1.35M), Wilmington Savings Fund Society FSB ($941K), Empowered Funds LLC ($911K), and Bank of Montreal Can ($890K).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 13 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), Wilmington Savings Fund Society FSB ($33.64K), EA Series Trust ($22.50K), HBK Sorce Advisory LLC ($20.75K), Commonwealth Equity Services LLC ($17.34K), and Fourthstone LLC ($13.33K).

How much institutional buying is happening at CB Financial Services?

Institutional investors have bought a total of 265,818 shares in the last 24 months. This purchase volume represents approximately $6.02M 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: Janney Montgomery Scott LLC ($33.63K), HBK Sorce Advisory LLC ($30.37K), 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 78,389 shares in the last 24 months. This volume of shares sold represents approximately $1.78M in transactions.


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This page (NASDAQ:CBFV) was last updated on 1/21/2025 by MarketBeat.com Staff
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