BHRB / Burke & Herbert Financial Services Corp. - Institutionellt ägande - Säljare

Burke & Herbert Financial Services Corp.
US ˙ NasdaqCM ˙ US12135Y1082

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)		 Aktier Δ Aktier
(%)		 Rapporterat
värde
(1000 USD)		 Δ Värde
(%)		 Portföljallokering
(%)
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 22 964 −0,35 1 372 6,11
2025-08-14 13F Avenir Corp 3 450 −11,54 206 −5,50
2025-05-27 NP NOSGX - Northern Small Cap Value Fund 6 610 −5,15 371 −14,75
2025-07-29 NP VFAIX - Vanguard Financials Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21 295 −2,67 1 212 −11,14
2025-08-07 13F Parkside Financial Bank & Trust 0 −100,00 0
2025-08-11 13F Citigroup Inc 9 108 −10,71 544 −4,90
2025-06-26 NP DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14 058 −2,31 786 −15,14
2025-08-13 13F Quadrature Capital Ltd 0 −100,00 0
2025-08-05 13F Tiaa Trust, National Association 0 −100,00 0
2025-08-12 13F Nuveen, LLC 23 889 −20,47 1 427 −15,37
2025-08-14 13F D. E. Shaw & Co., Inc. 36 515 −10,13 2 181 −4,30
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 15 877 −9,72 888 −21,50
2025-08-12 13F Deutsche Bank Ag\ 8 973 −5,40 536 0,56
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 1 121 −4,92 67 0,00
2025-08-11 13F Royce & Associates Lp 81 662 −1,12 4 878 5,24
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 3 221 −2,54 192 3,78
2025-06-26 NP DFVEX - U.s. Vector Equity Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4 268 −31,86 239 −40,80
2025-08-15 13F Morgan Stanley 49 901 −8,45 2 981 −2,55
2025-08-28 NP WFIVX - Wilshire 5000 Index Fund Investment Class 409 −37,37 24 −33,33
2025-07-29 NP VTWV - Vanguard Russell 2000 Value Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8 985 −4,89 511 −13,24
2025-08-14 13F Point72 (DIFC) Ltd 0 −100,00 0
2025-08-14 13F Millennium Management Llc 15 225 −48,56 909 −45,24
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 443 −14,97 26 −10,34
2025-06-18 NP RTSSX - Tax-Managed U.S. Mid & Small Cap Fund Class S 26 049 −15,97 1 456 −26,94
2025-05-08 13F ProShare Advisors LLC 0 −100,00 0
2025-08-15 NP RYVFX - Royce Small-Cap Value Fund Service Class 23 739 −3,76 1 418 2,38
2025-08-08 13F Empower Advisory Group, LLC 9 239 −20,08 552 −14,97
2025-08-08 13F SG Americas Securities, LLC 2 918 −49,76 0
2025-08-13 13F MetLife Investment Management, LLC 8 003 −1,16 478 5,29
2025-08-08 13F Larson Financial Group LLC 0 −100,00 0
2025-08-26 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 1 658 −5,53 99 1,02
2025-08-14 13F Royal Bank Of Canada 5 239 −9,16 313 −3,40
2025-05-08 13F Federated Hermes, Inc. 0 −100,00 0
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 19 203 −15,38 1 074 −26,46
2025-08-05 13F Burney Co/ 0 −100,00 0
2025-08-11 13F Rothschild Investment Llc 10 −66,67 1 −100,00
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 138 −30,30 8 −41,67
2025-06-26 NP USMIX - Extended Market Index Fund 1 564 −5,33 87 −17,92
2025-08-28 NP IWN - iShares Russell 2000 Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 118 420 −4,49 7 073 1,68
2025-07-25 13F Stephens Consulting, LLC 0 −100,00 0
2025-08-14 13F Two Sigma Advisers, Lp 4 816 −30,36 288 −26,03
2025-05-08 13F XTX Topco Ltd 0 −100,00 0
2025-08-27 NP JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 1 274 −32,31 76 −27,62
2025-08-12 13F SRS Capital Advisors, Inc. 0 −100,00 0
2025-08-14 13F Citadel Advisors Llc 0 −100,00 0
2025-08-14 13F Verition Fund Management LLC 3 960 −17,62 237 −12,27
2025-08-14 13F Jane Street Group, Llc 9 726 −57,58 581 −54,90
2025-08-29 NP DTD - WisdomTree U.S. Total Dividend Fund N/A 1 892 −0,79 113 5,61
2025-08-13 13F Hendershot Investments Inc. 0 −100,00 0
2025-07-07 13F Versant Capital Management, Inc 0 −100,00 0
2025-07-28 NP OMFS - Invesco Russell 2000(R) Dynamic Multifactor ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 481 −3,71 84 −11,58
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 229 −2,97 13 −7,14
2025-08-14 13F Susquehanna Fundamental Investments, Llc 4 429 −10,05 265 −4,35
2025-06-26 NP DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 30 730 −2,58 1 718 −15,29
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 812 −42,49 45 −50,00
2025-08-13 13F Continuum Advisory, LLC 0 −100,00 0
2025-06-26 NP DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 44 104 −11,84 2 466 −23,38
2025-05-15 13F Squarepoint Ops LLC 0 −100,00 0
2025-05-12 13F Sandy Spring Bank 10 190 −0,70 572 −10,64
2025-07-25 NP SCHA - Schwab U.S. Small-Cap ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 62 354 −2,06 3 549 −10,60
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 47 −4,08 3 0,00
2025-08-12 13F Trexquant Investment LP 9 243 −1,52 552 4,94
2025-08-12 13F Dimensional Fund Advisors Lp 283 238 −8,48 16 918 −2,58
2025-05-15 13F Mittelman Wealth Management 0 −100,00 0
2025-08-14 13F Goldman Sachs Group Inc 50 444 −29,79 3 013 −25,25
2025-05-15 13F Occudo Quantitative Strategies Lp 0 −100,00 0
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y Short −901 −8,99 −50 −20,63
2025-08-28 NP SMLV - SPDR SSGA US Small Cap Low Volatility Index ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9 347 −59,37 558 −56,74
2025-08-14 13F Sei Investments Co 3 422 −46,30 204 −42,86
2025-07-28 NP URTY - ProShares UltraPro Russell2000 990 −28,47 56 −34,88
2025-05-15 13F Creative Planning 0 −100,00 0
2025-07-15 13F Fortitude Family Office, LLC 935 −0,11 56 5,77
2025-08-14 13F EJF Capital LLC 49 402 −23,25 2 951 −18,31
2025-08-28 NP IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 328 191 −9,67 19 603 −3,84
2025-06-26 NP DFSCX - U.s. Micro Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 30 490 −7,55 1 705 −19,62
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 482 −31,73 29 −28,21
2025-08-14 13F Two Sigma Investments, Lp 24 479 −32,96 1 462 −28,61
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 7 403 −7,81 442 −1,78
2025-08-13 13F Russell Investments Group, Ltd. 26 060 −15,99 1 557 −10,57
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 4 248 −2,90 254 3,27
2025-07-28 NP UWM - ProShares Ultra Russell2000 1 351 −18,66 77 −26,21
2025-08-14 13F Cubist Systematic Strategies, LLC 14 107 −19,16 843 −13,99
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 5 659 −43,09 316 −50,55
2025-07-07 13F Delphi Management Inc /ma/ 5 184 −6,09 0
2025-07-14 13F GAMMA Investing LLC 66 −41,07 4 −50,00
2025-05-09 13F R Squared Ltd 0 −100,00 0
2025-07-18 13F Truist Financial Corp 0 −100,00 0
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 13 −13,33 1
2025-08-12 13F Segall Bryant & Hamill, Llc 27 424 −10,71 1 638 −4,93
2025-08-12 13F Corebridge Financial, Inc. 0 −100,00 0
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 0 −100,00 0
2025-08-26 NP IWV - iShares Russell 3000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3 891 −0,71 232 5,94
2025-08-14 13F Mariner, LLC 6 002 −17,01 358 −11,60
2025-08-19 13F State of Wyoming 0 −100,00 0
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 2 613 −1,21 156 5,41
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 10 935 −5,95 611 −18,21
2025-08-12 13F BlackRock, Inc. 988 544 −2,80 59 046 3,47
2025-08-13 13F Northern Trust Corp 123 521 −5,20 7 378 0,92
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 2 059 −18,42 123 −13,48
2025-06-26 NP DFSVX - U.s. Small Cap Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 85 168 −13,80 4 762 −25,07
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