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Orange County Bancorp (OBT) Institutional Ownership

Orange County Bancorp logo
$55.04 +0.17 (+0.31%)
(As of 05:27 PM ET)
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Institutional Ownership Changes (13F Filings) for Orange County Bancorp (NASDAQ:OBT)

Current
Institutional Ownership
Percentage
42.55%
Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$4.22M
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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/26/2024JPMorgan Chase & Co.8,339$503K0.0%+132.3%0.147%
11/19/2024Barclays PLC7,934$478K0.0%+183.2%0.140%
11/16/2024Geode Capital Management LLC111,414$6.72M0.0%+1.5%1.967%
11/15/2024Barclays PLC7,934$478K0.0%+183.2%0.140%
11/15/2024State Street Corp74,966$4.52M0.0%+5.7%1.324%
11/15/2024Quadrature Capital Ltd6,353$379K0.0%N/A0.112%
11/15/2024Banc Funds Co. LLC287,872$17.36M1.9%-7.6%5.086%
11/13/2024The Manufacturers Life Insurance Company123,199$7.43M0.0%-2.6%2.177%
10/25/2024Hudson Valley Investment Advisors Inc. ADV602,918$36.37M4.0%+0.7%10.652%
10/3/2024SG Americas Securities LLC1,827$110K0.0%N/A0.032%
8/15/2024The Manufacturers Life Insurance Company126,469$6.69M0.0%-0.6%2.236%
8/9/2024Dimensional Fund Advisors LP7,564$399K0.0%+9.8%0.134%
7/26/2024Bank of New York Mellon Corp22,730$1.20M0.0%+6.4%0.402%
7/23/2024Hennessy Advisors Inc.34,809$1.84M0.1%+28.9%0.615%
7/2/2024Hudson Valley Investment Advisors Inc. ADV598,510$31.24M3.9%-0.6%10.574%
5/10/2024Vanguard Group Inc.201,453$9.27M0.0%+1.3%3.559%
4/16/2024Hennessy Advisors Inc.27,000$1.24M0.1%+92.9%0.477%
3/14/2024Hennessy Advisors Inc.14,000$843K0.0%N/A0.248%
2/13/2024Banc Funds Co. LLC341,064$20.55M2.0%-8.3%6.037%
2/13/2024Tower Research Capital LLC TRC 543$33K0.0%+76.9%0.010%
2/6/2024Coombe Bender & Co LLC13,118$790K0.5%+12.8%0.232%
1/12/2024SG Americas Securities LLC2,786$168K0.0%+19.8%0.049%
1/12/2024Hudson Valley Investment Advisors Inc. ADV598,510$36.05M4.9%-1.3%10.593%
11/8/2023HighTower Advisors LLC6,396$276K0.0%-16.9%0.113%
10/27/2023Allspring Global Investments Holdings LLC1,396$60K0.0%N/A0.025%
10/27/2023Hudson Valley Investment Advisors Inc. ADV606,637$26.19M3.7%-0.9%10.737%
10/27/2023First Horizon Advisors Inc.2,500$108K0.0%N/A0.044%
10/24/2023Bank of New York Mellon Corp23,208$1.00M0.0%+2.8%0.411%
10/13/2023SG Americas Securities LLC2,325$100K0.0%N/A0.041%
9/21/2023Barclays PLC1,870$68K0.0%N/A0.033%
8/18/2023Coombe Bender & Co LLC11,630$430K0.3%-10.1%0.206%
8/11/2023Banc Funds Co. LLC425,380$15.74M1.9%-11.3%7.542%
8/11/2023The Manufacturers Life Insurance Company126,752$4.69M0.0%+3.3%2.247%
8/4/2023American International Group Inc.2,459$91K0.0%N/A0.044%
7/31/2023Strs Ohio1,100$40K0.0%N/A0.020%
7/17/2023Hudson 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%
4/25/2023NorthCrest Asset Manangement LLC12,029$529K0.0%N/A0.213%
4/6/2023Hudson Valley Investment Advisors Inc. ADV614,762$27.05M3.8%+0.6%10.900%
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2/10/2023M3F Inc.80,866$3.77M1.2%-26.7%1.434%
2/8/2023Coombe Bender & Co LLC11,730$546K0.5%-11.3%0.208%
2/7/2023Bleakley Financial Group LLC5,000$233K0.0%N/A0.089%
2/1/2023Hudson Valley Investment Advisors Inc. ADV610,983$28.46M4.3%+0.2%10.833%
11/15/2022M3F Inc.110,388$4.25M1.5%-29.1%1.957%
10/11/2022Hudson Valley Investment Advisors Inc. ADV609,476$23.47M3.8%-2.3%10.806%
8/15/2022M3F Inc.155,656$5.91M1.9%-12.8%2.763%
8/12/2022Banc Funds Co. LLC488,069$18.53M1.7%+2.1%8.669%
8/8/2022Coombe Bender & Co LLC13,230$502K0.4%N/A0.235%
7/18/2022Hudson Valley Investment Advisors Inc. ADV624,054$23.70M3.7%-1.2%11.077%
5/11/2022Banc Funds Co. LLC478,164$19.13M1.5%+11.7%8.487%
4/20/2022Hudson Valley Investment Advisors Inc. ADV631,487$25.27M3.4%+0.6%11.210%
2/15/2022Maltese Capital Management LLC86,900$3.45M0.6%-3.4%1.542%
2/14/2022Alliancebernstein L.P.231,001$9.16M0.0%+1.2%4.098%
2/10/2022HighTower Advisors LLC5,551$218K0.0%-5.1%0.098%
11/16/2021Wellington Management Group LLP122,947$4.32M0.0%N/A2.181%
11/16/2021Maltese Capital Management LLC90,000$3.16M0.5%N/A1.597%
11/15/2021FJ Capital Management LLC152,000$5.35M0.5%N/A2.696%
11/15/2021HighTower Advisors LLC5,851$205K0.0%N/A0.104%
11/15/2021M3F Inc.175,945$6.18M2.0%N/A3.121%
11/12/2021Fourthstone LLC58,674$2.06M0.8%N/A1.041%
11/12/2021Banc Funds Co. LLC401,486$14.11M1.1%+64.1%7.122%
11/12/2021The Manufacturers Life Insurance Company126,023$4.43M0.0%N/A2.236%
11/10/2021Alliancebernstein L.P.228,208$8.02M0.0%N/A4.048%
11/9/2021BlackRock Inc.3,079$108K0.0%N/A0.055%
11/8/2021Keybank National Association OH17,500$615K0.0%N/A0.310%
11/5/2021Advisor Group Holdings Inc.25,050$880K0.0%N/A0.444%
11/2/2021Eagle Ridge Investment Management14,200$499K0.1%N/A0.252%
10/26/2021Hudson Valley Investment Advisors Inc. ADV627,690$22.06M3.8%N/A11.135%
10/14/2021Private 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, 24 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 21 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 119,707 shares in the last 24 months. This purchase volume represents approximately $6.14M 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.


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This page (NASDAQ:OBT) was last updated on 12/30/2024 by MarketBeat.com Staff
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