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John Marshall Bancorp (JMSB) Institutional Ownership

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$21.45
+0.11 (+0.52%)
(As of 11/1/2024 ET)

Institutional Ownership Changes (13F Filings) for John Marshall Bancorp (NASDAQ:JMSB)

Current
Institutional Ownership
Percentage
39.09%
Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$1.68M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$1.82M
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JMSB Institutional Buying and Selling by Quarter

John Marshall Bancorp Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/21/2024 Toth Financial Advisory Corp443,517$8.77M1.0%-5.7%3.119%
10/18/2024Meridian Financial Partners LLC62,419$1.24M0.6%-3.9%0.439%
8/15/2024Elizabeth Park Capital Advisors Ltd.164,071$2.86M2.5%-6.8%1.154%
7/26/2024Bank of New York Mellon Corp39,265$685K0.0%+19.5%0.276%
6/11/2024EverSource Wealth Advisors LLC1,575$26K0.0%N/A0.011%
5/10/2024Vanguard Group Inc.618,043$11.08M0.0%+1.2%4.346%
4/16/2024 Toth Financial Advisory Corp449,194$8.05M1.0%-7.3%3.170%
2/13/2024CIBC Private Wealth Group LLC36,204$817K0.0%-12.2%0.256%
2/8/2024Brown Advisory Inc.128,214$2.89M0.0%-4.4%0.907%
1/26/2024 Toth Financial Advisory Corp484,644$10.93M1.5%+14.5%3.430%
1/19/2024Meridian Financial Partners LLC64,930$1.47M1.5%-9.5%0.460%
1/12/2024 SG Americas Securities LLC6,802$153K0.0%+14.8%0.048%
10/25/2023Brown Advisory Inc.134,114$2.39M0.0%+5.0%0.949%
10/24/2023Bank of New York Mellon Corp44,227$789K0.0%+3.2%0.313%
10/24/2023Raymond James & Associates16,068$287K0.0%N/A0.114%
10/13/2023 SG Americas Securities LLC5,927$106K0.0%N/A0.042%
10/12/2023 Toth Financial Advisory Corp423,329$7.56M1.1%-1.6%2.996%
9/21/2023Barclays PLC2,488$50K0.0%-57.7%0.018%
8/9/2023Lido Advisors LLC12,500$251K0.0%N/A0.089%
8/4/2023 Sandy Spring Bank3,375$68K0.0%N/A0.024%
8/2/2023Houlihan Financial Resource Group Ltd.58,094$1.16M0.0%N/A0.413%
7/31/2023Brown Advisory Inc.127,686$2.57M0.0%-1.9%0.904%
5/8/2023Brown Advisory Inc.130,098$2.81M0.0%+2.6%0.921%
5/8/2023Madison Wealth Management18,259$394K0.1%N/A0.129%
4/28/2023 Ameritas Advisory Services LLC2,355$51K0.0%N/A0.017%
4/24/2023 Toth Financial Advisory Corp434,943$9.40M1.5%-2.9%3.080%
2/14/2023Dorsey Wright & Associates854$25K0.0%N/A0.006%
2/9/2023First Trust Advisors LP28,386$817K0.0%-6.2%0.202%
2/8/2023 Lincoln National Corp11,740$338K0.0%N/A0.083%
2/7/2023Edgemoor Investment Advisors Inc.9,037$260K0.0%N/A0.064%
2/2/2023 SG Americas Securities LLC4,054$117K0.0%N/A0.029%
1/26/2023Strs Ohio1,700$48K0.0%-37.0%0.012%
1/24/2023 Toth Financial Advisory Corp447,956$12.89M2.1%-4.2%3.182%
1/20/2023 Griffin Asset Management Inc.8,056$232K0.0%N/A0.057%
1/19/2023Mesirow Financial Investment Management Inc.9,399$271K1.1%N/A0.067%
1/11/2023 Glassy Mountain Advisors Inc.1,388$40K0.0%N/A0.010%
11/15/2022 Evermay Wealth Management LLC332,087$8.16M1.6%+4.7%2.359%
10/14/2022 Toth Financial Advisory Corp467,826$11.49M2.1%+8.2%3.334%
9/13/2022Brown Advisory Inc.126,823$2.86M0.0%N/A0.904%
8/17/2022Elizabeth Park Capital Advisors Ltd.176,071$3.97M1.7%N/A1.255%
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8/3/2022CIBC Private Wealth Group LLC41,212$929K0.0%N/A0.294%
8/2/2022Brown Advisory Inc.126,823$2.86M0.0%N/A0.906%
7/29/2022Meridian Financial Partners LLC71,707$1.89M1.3%N/A0.512%
7/25/2022 Toth Financial Advisory Corp432,188$9.74M1.7%N/A3.087%
7/25/2022Strs Ohio2,700$60K0.0%N/A0.019%
7/22/2022Patton Albertson Miller Group LLC18,751$423K0.1%N/A0.134%
7/20/2022Dorsey Wright & Associates1,400$32K0.0%N/A0.010%
7/13/2022 Cambridge Investment Research Advisors Inc.9,842$222K0.0%N/A0.070%
(Data available from 1/1/2016 forward)

JMSB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JMSB shares?

During the previous two years, 25 institutional investors and hedge funds held shares of John Marshall Bancorp. The most heavily invested institutionals were Vanguard Group Inc. ($11.08M), Toth Financial Advisory Corp ($8.77M), Evermay Wealth Management LLC ($8.16M), Brown Advisory Inc. ($2.89M), Elizabeth Park Capital Advisors Ltd. ($2.86M), Meridian Financial Partners LLC ($1.24M), and Houlihan Financial Resource Group Ltd. ($1.16M).Learn more on JMSB's institutional investors.

What percentage of John Marshall Bancorp stock is owned by institutional investors?

39.09% of John Marshall Bancorp stock is owned by institutional investors. Learn more on JMSB's institutional investor holdings.

Which institutional investors have been buying John Marshall Bancorp stock?

Of the 19 institutional investors that purchased John Marshall Bancorp stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Toth Financial Advisory Corp ($61.32K), Houlihan Financial Resource Group Ltd. ($58.09K), Madison Wealth Management ($18.26K), Raymond James & Associates ($16.07K), Evermay Wealth Management LLC ($15K), Lido Advisors LLC ($12.50K), and Lincoln National Corp ($11.74K).

How much institutional buying is happening at John Marshall Bancorp?

Institutional investors have bought a total of 264,956 shares in the last 24 months. This purchase volume represents approximately $5.86M in transactions.

Which John Marshall Bancorp major shareholders have been selling company stock?

The following institutional investors have sold John Marshall Bancorp stock in the last 24 months: Toth Financial Advisory Corp ($102.00K), Elizabeth Park Capital Advisors Ltd. ($12K), Meridian Financial Partners LLC ($9.29K), Brown Advisory Inc. ($8.31K), CIBC Private Wealth Group LLC ($5.01K), Barclays PLC ($3.39K), and First Trust Advisors LP ($1.88K).

How much institutional selling is happening at John Marshall Bancorp?

Institutional investors have sold a total of 142,876 shares in the last 24 months. This volume of shares sold represents approximately $3.00M in transactions.



This page (NASDAQ:JMSB) was last updated on 11/2/2024 by MarketBeat.com Staff
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