Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i John Marshall Bancorp, Inc. inkluderar
Fourthstone LLC,
Snowden Capital Advisors LLC,
Advisory Services Network, LLC,
Raymond James Financial Inc,
Atlantic Union Bankshares Corp,
Allworth Financial LP,
och
IFP Advisors, Inc
.
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
Fil Datum |
Källa |
Investerare |
|
Typ |
Genomsnittligt pris (beräknat) |
Aktier |
Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
2025-07-07 |
13F |
Versant Capital Management, Inc
|
|
|
|
256 |
|
5 |
|
|
2025-08-12 |
13F |
Charles Schwab Investment Management Inc
|
|
|
|
36 340 |
4,89 |
673 |
17,66 |
|
2025-08-28 |
NP |
ITOT - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
28 751 |
2,74 |
533 |
15,15 |
|
2025-07-09 |
13F |
Harbor Capital Advisors, Inc.
|
|
|
|
123 |
2,50 |
0 |
|
|
2025-08-22 |
NP |
FISVX - Fidelity Small Cap Value Index Fund
|
|
|
|
13 532 |
0,88 |
251 |
13,12 |
|
2025-08-12 |
13F |
Legal & General Group Plc
|
|
|
|
1 165 |
10,32 |
22 |
23,53 |
|
2025-08-14 |
13F |
Fourthstone LLC
|
|
|
|
82 857 |
|
1 535 |
|
|
2025-06-27 |
NP |
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1
|
|
|
|
1 422 |
2,45 |
24 |
−7,69 |
|
2025-07-21 |
13F |
Ameritas Advisory Services, LLC
|
|
|
|
2 415 |
|
45 |
|
|
2025-06-27 |
NP |
EBIT - Harbor AlphaEdge Small Cap Earners ETF
|
|
|
|
122 |
2,52 |
2 |
0,00 |
|
2025-08-26 |
NP |
Profunds - Profund Vp Small-cap
|
|
|
|
29 |
3,57 |
1 |
|
|
2025-08-26 |
NP |
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB
|
|
|
|
2 644 |
15,21 |
49 |
29,73 |
|
2025-08-14 |
13F |
Snowden Capital Advisors LLC
|
|
|
|
21 017 |
|
396 |
|
|
2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
5 625 |
|
104 |
|
|
2025-08-14 |
13F |
Wells Fargo & Company/mn
|
|
|
|
11 736 |
5,34 |
217 |
17,93 |
|
2025-08-26 |
NP |
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc.
|
|
|
|
1 269 053 |
2,43 |
23 516 |
14,89 |
|
2025-08-19 |
13F |
Advisory Services Network, LLC
|
|
|
|
10 900 |
|
201 |
|
|
2025-07-28 |
NP |
VCSLX - Small Cap Index Fund
|
|
|
|
8 298 |
73,49 |
145 |
61,80 |
|
2025-08-26 |
NP |
VVICX - Voya VACS Index Series SC Portfolio
|
|
|
|
1 289 |
8,59 |
24 |
21,05 |
|
2025-08-28 |
NP |
IWC - iShares Micro-Cap ETF
|
|
|
|
28 402 |
0,69 |
526 |
13,12 |
|
2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
23 180 |
9,03 |
430 |
22,22 |
|
2025-08-14 |
13F |
Millennium Management Llc
|
|
|
|
13 951 |
|
259 |
|
|
2025-08-07 |
13F |
Allworth Financial LP
|
|
|
|
4 |
|
0 |
|
|
2025-08-15 |
13F |
Tower Research Capital LLC (TRC)
|
|
|
|
1 433 |
97,11 |
27 |
116,67 |
|
2025-07-25 |
13F |
Cwm, Llc
|
|
|
|
136 |
94,29 |
0 |
|
|
2025-08-12 |
13F |
Rhumbline Advisers
|
|
|
|
19 260 |
7,09 |
357 |
19,87 |
|
2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
10 411 |
|
193 |
|
|
2025-07-24 |
NP |
FSMAX - Fidelity Extended Market Index Fund
|
|
|
|
68 372 |
0,53 |
1 192 |
−5,99 |
|
2025-06-27 |
NP |
RSSL - Global X Russell 2000 ETF
|
|
|
|
7 542 |
5,19 |
130 |
−4,44 |
|
2025-08-26 |
NP |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB
|
|
|
|
1 710 |
81,91 |
32 |
106,67 |
|
2025-08-06 |
13F |
Atlantic Union Bankshares Corp
|
|
|
|
3 375 |
|
63 |
|
|
2025-05-29 |
NP |
JAFEX - Total Stock Market Index Trust NAV
|
|
|
|
243 |
47,27 |
4 |
33,33 |
|
2025-08-14 |
13F |
T. Rowe Price Investment Management, Inc.
|
|
|
|
2 018 405 |
3,10 |
37 |
15,63 |
|
2025-08-27 |
NP |
RYMKX - Russell 2000 1.5x Strategy Fund Class H
|
|
|
|
18 |
5,88 |
0 |
|
|
2025-08-14 |
13F |
Mariner, LLC
|
|
|
|
16 308 |
0,10 |
302 |
12,27 |
|
2025-08-26 |
NP |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB
|
|
|
|
4 570 |
17,18 |
85 |
31,25 |
|
2025-08-13 |
13F |
EverSource Wealth Advisors, LLC
|
|
|
|
83 |
|
2 |
|
|
2025-08-08 |
13F |
Geode Capital Management, Llc
|
|
|
|
295 870 |
1,50 |
5 484 |
13,85 |
|
2025-08-28 |
NP |
SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
372 |
73,02 |
7 |
100,00 |
|
2025-06-26 |
NP |
FSSNX - Fidelity Small Cap Index Fund
|
|
|
|
123 479 |
0,81 |
2 123 |
−8,38 |
|
2025-07-24 |
NP |
FCFMX - Fidelity Series Total Market Index Fund
|
|
|
|
17 538 |
8,28 |
306 |
0,99 |
|
2025-08-14 |
13F |
Susquehanna International Group, Llp
|
|
|
|
30 228 |
77,23 |
560 |
99,29 |
|
2025-07-14 |
13F |
GAMMA Investing LLC
|
|
|
|
235 |
230,99 |
4 |
300,00 |
|
2025-08-14 |
13F/A |
Barclays Plc
|
|
|
|
21 148 |
67,84 |
0 |
|
|
2025-07-24 |
13F |
IFP Advisors, Inc
|
|
|
|
1 |
|
0 |
|
|
2025-08-14 |
13F |
FJ Capital Management LLC
|
|
|
|
413 353 |
29,12 |
7 659 |
44,84 |
|
2025-08-11 |
13F |
Covestor Ltd
|
|
|
|
64 |
6 300,00 |
0 |
|
|
2025-07-29 |
NP |
VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares
|
|
|
|
62 616 |
9,22 |
1 092 |
2,15 |
|
2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
2025-08-26 |
NP |
IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV
|
|
|
|
3 657 |
20,53 |
68 |
34,00 |
|
2025-06-23 |
NP |
PJARX - SmallCap Value Fund II R-3
|
|
|
|
911 |
3,17 |
16 |
−6,25 |
|
2025-06-26 |
NP |
KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
51 |
6,25 |
1 |
|
|
2025-08-11 |
13F |
Vanguard Group Inc
|
|
|
|
654 976 |
0,96 |
12 137 |
13,24 |
|
2025-08-14 |
13F |
State Street Corp
|
|
|
|
212 177 |
0,68 |
3 993 |
14,71 |
|
2025-08-08 |
13F/A |
Sterling Capital Management LLC
|
|
|
|
354 |
63,89 |
7 |
100,00 |
|
2025-06-26 |
NP |
FLXSX - Fidelity Flex Small Cap Index Fund
|
|
|
|
2 876 |
37,81 |
49 |
25,64 |
|
2025-07-28 |
NP |
HDG - ProShares Hedge Replication ETF
|
|
|
|
16 |
6,67 |
0 |
|
|