Free Trial

Orange County Bancorp (OBT) Institutional Ownership

Orange County Bancorp logo
$25.99 -0.62 (-2.33%)
Closing price 01/30/2025 04:00 PM Eastern
Extended Trading
$25.88 -0.11 (-0.42%)
As of 05:21 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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)
$2.10M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$2.07M
Get OBT Insider Trade Alerts

Want to know when executives and insiders are buying or selling Orange County Bancorp stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
1/15/2025 Hennessy Advisors Inc.28,000$1.56M0.0%-20.0%0.247%
1/10/2025 Hudson Valley Investment Advisors Inc. ADV602,184$33.46M3.8%-0.1%10.613%
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%
10/25/2024 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%
8/15/2024The 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%
7/23/2024 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%
5/10/2024Vanguard 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%
2/13/2024Banc 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%
1/12/2024 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%
11/8/2023HighTower 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%
10/27/2023First 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%
10/13/2023 SG 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%
7/17/2023 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%
Bill Gates’ is about to mint millionaires (again) with Stargate. (Ad)

This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrough so advanced, it’s going to make ChatGPT look like VHS. But what’s even more unbelievable? I believe it’ll make Nvidia’s meteoric rise look like a backyard bottle rocket.

Click here and I’ll tell you everything you need to know.
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%
2/10/2023M3F Inc.80,866$3.77M1.2%-26.7%1.434%
2/8/2023Coombe Bender & Co LLC11,730$546K0.5%-11.3%0.208%
2/7/2023 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%
11/15/2022M3F 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%
8/15/2022M3F 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%
7/18/2022 Hudson 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%
4/20/2022 Hudson 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%
11/2/2021 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%
10/14/2021Private 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 ($33.46M), 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 $3.07M 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 ($20.76K), Hennessy Advisors Inc. ($7K), 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 173,733 shares in the last 24 months. This volume of shares sold represents approximately $4.26M in transactions.



This page (NASDAQ:OBT) was last updated on 1/31/2025 by MarketBeat.com Staff
From Our Partners