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Orange County Bancorp (OBT) Institutional Ownership

Orange County Bancorp logo
$59.45 +0.66 (+1.12%)
(As of 11:20 AM ET)

Institutional Ownership Changes (13F Filings) for Orange County Bancorp (NASDAQ:OBT)

Current
Institutional Ownership
Percentage
42.55%
Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$3.93M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$4.21M
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OBT Institutional Buying and Selling by Quarter

Orange County Bancorp Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/19/2024 Barclays PLC7,934$478K0.0%+183.2%0.140%
11/16/2024 Geode Capital Management LLC111,414$6.72M0.0%+1.5%1.967%
11/15/2024 Barclays PLC7,934$478K0.0%+183.2%0.140%
11/15/2024 State Street Corp74,966$4.52M0.0%+5.7%1.324%
11/15/2024 Quadrature Capital Ltd6,353$379K0.0%N/A0.112%
11/15/2024 Banc Funds Co. LLC287,872$17.36M1.9%-7.6%5.086%
11/13/2024 The Manufacturers Life Insurance Company 123,199$7.43M0.0%-2.6%2.177%
10/25/2024 Hudson Valley Investment Advisors Inc. ADV602,918$36.37M4.0%+0.7%10.652%
10/3/2024 SG Americas Securities LLC1,827$110K0.0%N/A0.032%
8/15/2024 The Manufacturers Life Insurance Company126,469$6.69M0.0%-0.6%2.236%
8/9/2024 Dimensional Fund Advisors LP7,564$399K0.0%+9.8%0.134%
7/26/2024 Bank of New York Mellon Corp22,730$1.20M0.0%+6.4%0.402%
7/23/2024 Hennessy Advisors Inc.34,809$1.84M0.1%+28.9%0.615%
7/2/2024 Hudson Valley Investment Advisors Inc. ADV598,510$31.24M3.9%-0.6%10.574%
5/10/2024 Vanguard Group Inc.201,453$9.27M0.0%+1.3%3.559%
4/16/2024 Hennessy Advisors Inc.27,000$1.24M0.1%+92.9%0.477%
3/14/2024 Hennessy Advisors Inc.14,000$843K0.0%N/A0.248%
2/13/2024 Banc Funds Co. LLC341,064$20.55M2.0%-8.3%6.037%
2/13/2024 Tower Research Capital LLC TRC 543$33K0.0%+76.9%0.010%
2/6/2024Coombe Bender & Co LLC13,118$790K0.5%+12.8%0.232%
1/12/2024 SG Americas Securities LLC2,786$168K0.0%+19.8%0.049%
1/12/2024 Hudson Valley Investment Advisors Inc. ADV598,510$36.05M4.9%-1.3%10.593%
11/8/2023 HighTower Advisors LLC6,396$276K0.0%-16.9%0.113%
10/27/2023 Allspring Global Investments Holdings LLC1,396$60K0.0%N/A0.025%
10/27/2023 Hudson Valley Investment Advisors Inc. ADV606,637$26.19M3.7%-0.9%10.737%
10/27/2023 First Horizon Advisors Inc.2,500$108K0.0%N/A0.044%
10/24/2023 Bank of New York Mellon Corp23,208$1.00M0.0%+2.8%0.411%
10/13/2023 SG Americas Securities LLC2,325$100K0.0%N/A0.041%
9/21/2023 Barclays PLC1,870$68K0.0%N/A0.033%
8/18/2023Coombe Bender & Co LLC11,630$430K0.3%-10.1%0.206%
8/11/2023 Banc Funds Co. LLC425,380$15.74M1.9%-11.3%7.542%
8/11/2023 The Manufacturers Life Insurance Company126,752$4.69M0.0%+3.3%2.247%
8/4/2023 American International Group Inc.2,459$91K0.0%N/A0.044%
7/31/2023 Strs Ohio1,100$40K0.0%N/A0.020%
7/17/2023 Hudson Valley Investment Advisors Inc. ADV612,340$18.41M2.5%-0.4%10.857%
5/5/2023Coombe Bender & Co LLC12,930$569K0.4%+10.2%0.229%
4/27/2023Simplicity Solutions LLC5,000$220K0.0%N/A0.089%
4/25/2023 NorthCrest Asset Manangement LLC12,029$529K0.0%N/A0.213%
4/6/2023 Hudson Valley Investment Advisors Inc. ADV614,762$27.05M3.8%+0.6%10.900%
2/10/2023 M3F Inc.80,866$3.77M1.2%-26.7%1.434%
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2/8/2023Coombe Bender & Co LLC11,730$546K0.5%-11.3%0.208%
2/7/2023 Bleakley Financial Group LLC5,000$233K0.0%N/A0.089%
2/1/2023 Hudson Valley Investment Advisors Inc. ADV610,983$28.46M4.3%+0.2%10.833%
11/15/2022 M3F Inc.110,388$4.25M1.5%-29.1%1.957%
10/11/2022 Hudson Valley Investment Advisors Inc. ADV609,476$23.47M3.8%-2.3%10.806%
8/15/2022 M3F Inc.155,656$5.91M1.9%-12.8%2.763%
8/12/2022 Banc Funds Co. LLC488,069$18.53M1.7%+2.1%8.669%
8/8/2022Coombe Bender & Co LLC13,230$502K0.4%N/A0.235%
7/18/2022 Hudson Valley Investment Advisors Inc. ADV624,054$23.70M3.7%-1.2%11.077%
5/11/2022 Banc Funds Co. LLC478,164$19.13M1.5%+11.7%8.487%
4/20/2022 Hudson Valley Investment Advisors Inc. ADV631,487$25.27M3.4%+0.6%11.210%
2/15/2022 Maltese Capital Management LLC86,900$3.45M0.6%-3.4%1.542%
2/14/2022 Alliancebernstein L.P.231,001$9.16M0.0%+1.2%4.098%
2/10/2022 HighTower Advisors LLC5,551$218K0.0%-5.1%0.098%
11/16/2021 Wellington Management Group LLP122,947$4.32M0.0%N/A2.181%
11/16/2021 Maltese Capital Management LLC90,000$3.16M0.5%N/A1.597%
11/15/2021 FJ Capital Management LLC152,000$5.35M0.5%N/A2.696%
11/15/2021 HighTower Advisors LLC5,851$205K0.0%N/A0.104%
11/15/2021 M3F Inc.175,945$6.18M2.0%N/A3.121%
11/12/2021 Fourthstone LLC58,674$2.06M0.8%N/A1.041%
11/12/2021 Banc Funds Co. LLC401,486$14.11M1.1%+64.1%7.122%
11/12/2021 The Manufacturers Life Insurance Company126,023$4.43M0.0%N/A2.236%
11/10/2021 Alliancebernstein L.P.228,208$8.02M0.0%N/A4.048%
11/9/2021BlackRock Inc.3,079$108K0.0%N/A0.055%
11/8/2021 Keybank National Association OH17,500$615K0.0%N/A0.310%
11/5/2021 Advisor Group Holdings Inc.25,050$880K0.0%N/A0.444%
11/2/2021 Eagle Ridge Investment Management14,200$499K0.1%N/A0.252%
10/26/2021 Hudson Valley Investment Advisors Inc. ADV627,690$22.06M3.8%N/A11.135%
10/14/2021 Private Advisor Group LLC18,000$632K0.0%N/A0.319%
(Data available from 1/1/2016 forward)

OBT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OBT shares?

During the previous two years, 23 institutional investors and hedge funds held shares of Orange County Bancorp. The most heavily invested institutionals were Hudson Valley Investment Advisors Inc. ADV ($36.37M), Banc Funds Co. LLC ($17.36M), Vanguard Group Inc. ($9.27M), The Manufacturers Life Insurance Company ($7.43M), Geode Capital Management LLC ($6.72M), State Street Corp ($4.52M), and M3F Inc. ($3.77M).Learn more on OBT's institutional investors.

What percentage of Orange County Bancorp stock is owned by institutional investors?

42.55% of Orange County Bancorp stock is owned by institutional investors. Learn more on OBT's institutional investor holdings.

Which institutional investors have been buying Orange County Bancorp stock?

Of the 20 institutional investors that purchased Orange County Bancorp stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Hennessy Advisors Inc. ($34.81K), Barclays PLC ($12.13K), NorthCrest Asset Manangement LLC ($12.03K), Hudson Valley Investment Advisors Inc. ADV ($9.69K), Quadrature Capital Ltd ($6.35K), Simplicity Solutions LLC ($5K), and Bleakley Financial Group LLC ($5K).

How much institutional buying is happening at Orange County Bancorp?

Institutional investors have bought a total of 114,957 shares in the last 24 months. This purchase volume represents approximately $5.85M in transactions.

Which Orange County Bancorp major shareholders have been selling company stock?

The following institutional investors have sold Orange County Bancorp stock in the last 24 months: Banc Funds Co. LLC ($108.37K), M3F Inc. ($29.52K), Hudson Valley Investment Advisors Inc. ADV ($20.02K), The Manufacturers Life Insurance Company ($3.99K), Coombe Bender & Co LLC ($2.80K), and HighTower Advisors LLC ($1.30K).

How much institutional selling is happening at Orange County Bancorp?

Institutional investors have sold a total of 165,999 shares in the last 24 months. This volume of shares sold represents approximately $8.09M in transactions.



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