OBT / Orange County Bancorp, Inc. - Institutionellt ägande - Säljare

Orange County Bancorp, Inc.
US ˙ NasdaqCM ˙ US68417L1070

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
(%)
2025-05-08 13F Us Bancorp \de\ 0 −100,00 0
2025-08-12 13F Nuveen, LLC 15 094 −24,26 390 −16,31
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 22 −8,33 1
2025-08-14 13F Wells Fargo & Company/mn 5 777 −5,80 149 4,20
2025-06-26 NP FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc 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 102 038 −0,45 2 421 −8,68
2025-07-21 13F Hudson Valley Investment Advisors Inc /adv 1 161 617 −1,47 30 016 8,86
2025-08-13 13F Invesco Ltd. 11 829 −16,87 306 −8,13
2025-05-15 13F Creative Planning 0 −100,00 0 −100,00
2025-08-07 13F Meeder Advisory Services, Inc. 0 −100,00 0
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 4 130 −17,02 107 −8,62
2025-04-15 13F SG Americas Securities, LLC 0 −100,00 0
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 3 569 −29,13 92 −21,37
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 263 055 −12,02 6 797 −2,80
2025-08-14 13F Jacobs Levy Equity Management, Inc 11 880 −3,28 307 6,62
2025-08-12 13F Corebridge Financial, Inc. 0 −100,00 0
2025-08-29 NP DGRS - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 12 861 −1,07 332 9,21
2025-08-12 13F Deutsche Bank Ag\ 0 −100,00 0
2025-07-21 13F Hennessy Advisors Inc 25 000 −28,57 646 −21,03
2025-08-12 13F Picton Mahoney Asset Management 0 −100,00 0
2025-07-24 NP FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc 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 49 085 −0,10 1 255 0,00
2025-08-14 13F Susquehanna International Group, Llp 11 582 −11,36 299 −1,97
2025-06-26 NP USMIX - Extended Market Index Fund 966 −8,00 23 −18,52
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 9 788 −0,33 253 10,04
2025-07-28 NP AVSC - Avantis U.S. Small Cap Equity ETF This fund is a listed as child fund of American Century Companies 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 11 520 −1,57 295 −1,67
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 2 047 −3,90 53 6,12
2025-08-07 13F Acadian Asset Management Llc 0 −100,00 0
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 13 −18,75 0
2025-06-20 NP JSMD - Janus Henderson Small/Mid Cap Growth Alpha ETF 2 569 −7,52 61 −15,49
2025-08-12 13F Charles Schwab Investment Management Inc 27 269 −2,07 705 8,14
2025-08-11 13F Citigroup Inc 3 842 −49,55 99 −44,38
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 5 223 −13,47 135 −4,96
2025-08-12 13F Legal & General Group Plc 935 −2,60 24 9,09
2025-08-22 NP FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc 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 7 536 −31,75 195 −24,81
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 10 −9,09 0
2025-08-28 NP SSMHX - State Street Small/mid Cap Equity Index Portfolio 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 3 300 −13,16 85 −3,41
2025-08-13 13F New York State Common Retirement Fund 1 286 −75,67 0
2025-08-08 13F Geode Capital Management, Llc 219 526 −2,64 5 674 7,55
2025-07-28 NP URTY - ProShares UltraPro Russell2000 745 −28,64 19 −26,92
2025-07-28 NP UWM - ProShares Ultra Russell2000 1 018 −18,95 26 −18,75
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 60 001 −37,37 1 550 −30,80
2025-08-28 NP IWC - iShares Micro-Cap 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 21 510 −6,18 556 3,54
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 173 −3,35 4 0,00
2025-06-26 NP HSFNX - Hennessy Small Cap Financial Fund Investor Class 30 000 −34,78 712 −40,25
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 846 −12,15 22 −4,55
2025-08-05 13F Bank of New York Mellon Corp 52 520 −2,33 1 357 7,96
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 347 −22,89 9 −20,00
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 6 686 −5,15 171 −5,56
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 49 −5,77 1 0,00
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 1 315 −19,03 34 −10,81
2025-08-13 13F Northern Trust Corp 76 911 −7,00 1 987 2,74
2025-08-12 13F Jpmorgan Chase & Co 10 190 −47,97 263 −42,58
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 4 992 −0,83 129 9,40
2025-08-14 13F Banc Funds Co Llc 329 956 −23,91 8 526 −15,93
2025-08-14 13F UBS Group AG 5 524 −16,48 143 −7,79
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 105 −29,05 2 −33,33
2025-08-26 NP Profunds - Profund Vp Small-cap 22 −4,35 1
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 1 835 −28,46 47 −20,34
2025-06-30 NP PRFZ - Invesco FTSE RAFI US 1500 Small-Mid 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 9 354 −26,73 222 −33,03
2025-08-12 13F Rhumbline Advisers 9 807 −6,61 253 3,27
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 1 248 −25,18 32 −17,95
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 33 −10,81 1
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