BHRB NASDAQ
Burke & Herbert Financial Services Corp.
1W: +2.7%
1M: -1.5%
3M: -6.6%
YTD: +3.6%
1Y: +12.3%
3Y: -4.4%
5Y: +49.2%
$62.77
-0.69 (-1.09%)
Weekly Expected Move ±2.2%
$59
$60
$61
$63
$64
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Institutional Ownership — BHRB
179
Institutional Holders
+16 vs prior quarter
0.0%
Ownership
+0.00pp
$394M
Total Invested
27
New Positions
42
Increased
76
Reduced
33
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (194 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 1,124,430 | $$71M | — | +0.0% | 1Q | SEC ↗ |
| 2 | BlackRock, Inc. | 982,759 | $$62M | +2,510 | +0.3% | 7Q | SEC ↗ |
| 3 | VANGUARD GROUP INC | 779,800 | $$49M | +14,358 | +1.9% | 11Q | SEC ↗ |
| 4 | STATE STREET CORP | 403,868 | $$25M | +43,023 | +11.9% | 12Q | SEC ↗ |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 379,643 | $$24M | +8,936 | +2.4% | 12Q | SEC ↗ |
| 6 | DIMENSIONAL FUND ADVISORS LP | 367,948 | $$23M | +49,957 | +15.7% | 8Q | SEC ↗ |
| 7 | AMERICAN CENTURY COMPANIES INC | 342,469 | $$21M | +70,753 | +26.0% | 8Q | SEC ↗ |
| 8 | ENDEAVOUR CAPITAL ADVISORS INC | 305,189 | $$19M | +179,866 | +143.5% | 5Q | SEC ↗ |
| 9 | HUTCHINSON CAPITAL MANAGEMENT/CA | 258,080 | $$16M | — | +0.0% | 12Q | SEC ↗ |
| 10 | Fourthstone LLC | 246,421 | $$15M | +173,758 | +239.1% | 8Q | SEC ↗ |
| 11 | BURKE & HERBERT BANK & TRUST CO | 221,671 | $$14M | -75 | -0.0% | 12Q | SEC ↗ |
| 12 | EVERMAY WEALTH MANAGEMENT LLC NEW | 185,765 | $$12M | — | +0.0% | 1Q | SEC ↗ |
| 13 | GOLDMAN SACHS GROUP INC | 183,133 | $$11M | -145,393 | -44.3% | 10Q | SEC ↗ |
| 14 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 133,975 | $$8M | — | +0.0% | 1Q | SEC ↗ |
| 15 | NORTHERN TRUST CORP | 118,697 | $$7M | +5,822 | +5.2% | 12Q | SEC ↗ |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 110,179 | $$7M | +705 | +0.6% | 12Q | SEC ↗ |
| 17 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 102,880 | $$6M | +21,227 | +26.0% | 3Q | SEC ↗ |
| 18 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 101,644 | $$6M | -4,000 | -3.8% | 5Q | SEC ↗ |
| 19 | MORGAN STANLEY | 97,362 | $$6M | +35,819 | +58.2% | 11Q | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 88,129 | $$6M | -1,455 | -1.6% | 12Q | SEC ↗ |
| 21 | VANGUARD FIDUCIARY TRUST CO NEW | 85,492 | $$5M | — | +0.0% | 1Q | SEC ↗ |
| 22 | Verdence Capital Advisors LLC | 78,746 | $$5M | +12,079 | +18.1% | 8Q | SEC ↗ |
| 23 | Empowered Funds, LLC | 67,280 | $$4M | -24,826 | -27.0% | 3Q | SEC ↗ |
| 24 | ROYCE & ASSOCIATES LP | 59,102 | $$4M | -893 | -1.5% | 8Q | SEC ↗ |
| 25 | AQR CAPITAL MANAGEMENT LLC | 57,427 | $$4M | -17,124 | -23.0% | 4Q | SEC ↗ |
| 26 | LSV ASSET MANAGEMENT | 45,200 | $$3M | +4,300 | +10.5% | 3Q | SEC ↗ |
| 27 | ALLIANCEBERNSTEIN L.P. | 45,016 | $$3M | +7,400 | +19.7% | 7Q | SEC ↗ |
| 28 | UBS Group AG | 44,159 | $$3M | +11,013 | +33.2% | 12Q | SEC ↗ |
| 29 | JPMORGAN CHASE & CO | 38,460 | $$2M | -17,974 | -31.8% | 12Q | SEC ↗ |
| 30 | BNP PARIBAS FINANCIAL MARKETS | 38,372 | $$2M | +9,876 | +34.7% | 6Q | SEC ↗ |
| 31 | MARSHALL WACE, LLP | 32,393 | $$2M | -16,120 | -33.2% | 4Q | SEC ↗ |
| 32 | BANK OF AMERICA CORP /DE | 32,188 | $$2M | +13,063 | +68.3% | 12Q | SEC ↗ |
| 33 | TWO SIGMA INVESTMENTS, LP | 31,963 | $$2M | -4,342 | -12.0% | 7Q | SEC ↗ |
| 34 | WELLS FARGO & COMPANY/MN | 29,842 | $$2M | +4,389 | +17.2% | 11Q | SEC ↗ |
| 35 | Russell Investments Group, Ltd. | 27,107 | $$2M | -72 | -0.3% | 8Q | SEC ↗ |
| 36 | Swiss National Bank | 26,600 | $$2M | — | +0.0% | 7Q | SEC ↗ |
| 37 | Moors & Cabot, Inc. | 25,958 | $$2M | — | +0.0% | 12Q | SEC ↗ |
| 38 | FRANKLIN RESOURCES INC | 23,684 | $$1M | +8,716 | +58.2% | 12Q | SEC ↗ |
| 39 | FIFTH THIRD BANCORP | 21,876 | $$1M | — | +0.0% | 8Q | SEC ↗ |
| 40 | Nuveen, LLC | 21,614 | $$1M | +1,695 | +8.5% | 5Q | SEC ↗ |
| 41 | JANE STREET GROUP, LLC NEW | 21,378 | $$1M | — | +0.0% | 1Q | SEC ↗ |
| 42 | MERCER GLOBAL ADVISORS INC /ADV | 19,969 | $$1M | -2,004 | -9.1% | 2Q | SEC ↗ |
| 43 | D. E. Shaw & Co., Inc. | 18,928 | $$1M | -7,804 | -29.2% | 6Q | SEC ↗ |
| 44 | UBS AM, a distinct business unit of UB | 18,325 | $$1M | +152 | +0.8% | 7Q | SEC ↗ |
| 45 | Cambridge Investment Research Advisors | 18,176 | $$1M | +276 | +1.5% | 9Q | SEC ↗ |
| 46 | PRICE T ROWE ASSOCIATES INC /MD | 18,122 | $$1M | +3,248 | +21.8% | 8Q | SEC ↗ |
| 47 | Invesco Ltd. | 17,198 | $$1M | +810 | +4.9% | 7Q | SEC ↗ |
| 48 | PRINCIPAL FINANCIAL GROUP INC NEW | 16,664 | $$1M | — | +0.0% | 1Q | SEC ↗ |
| 49 | BARCLAYS PLC | 15,728 | $$987K | -12,664 | -44.6% | 12Q | SEC ↗ |
| 50 | Universal- Beteiligungs- und Servicege | 14,734 | $$925K | +34 | +0.2% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 1,124,430 | $$71M |
| EVERMAY WEALTH MANAGEMENT LLC | 185,765 | $$12M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 133,975 | $$8M |
| VANGUARD FIDUCIARY TRUST CO | 85,492 | $$5M |
| JANE STREET GROUP, LLC | 21,378 | $$1M |
| PRINCIPAL FINANCIAL GROUP INC | 16,664 | $$1M |
| XTX Topco Ltd | 12,750 | $$800K |
| RAYMOND JAMES FINANCIAL INC | 12,402 | $$778K |
| VANGUARD ASSET MANAGEMENT, Ltd | 9,530 | $$598K |
| Brandywine Global Investment Manage | 9,150 | $$574K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 8,490 | $$533K |
| Quadrature Capital Ltd | 7,517 | $$472K |
| MILLENNIUM MANAGEMENT LLC | 7,290 | $$458K |
| LPL Financial LLC | 6,570 | $$412K |
| MIRABELLA FINANCIAL SERVICES LLP | 6,109 | $$383K |
| PRUDENTIAL FINANCIAL INC | 6,023 | $$378K |
| Vanguard Global Advisers, LLC | 5,940 | $$373K |
| SALZHAUER MICHAEL | 5,783 | $$363K |
| Vanguard Investments Australia, Ltd | 4,716 | $$296K |
| Zurcher Kantonalbank (Zurich Canton | 4,521 | $$284K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| EJF Capital LP | 32,618 | $$2M |
| AA Financial Advisors, LLC | 31,166 | $$2M |
| SEGALL BRYANT & HAMILL, LLC | 27,424 | $$2M |
| Brookstone Capital Management | 17,856 | $$1M |
| KENNEDY CAPITAL MANAGEMENT LLC | 15,169 | $$952K |
| THRIVENT FINANCIAL FOR LUTHERANS | 13,352 | $$838K |
| EMERALD MUTUAL FUND ADVISERS TRUST | 13,080 | $$821K |
| Trexquant Investment LP | 11,208 | $$704K |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 11,177 | $$702K |
| HUSSMAN STRATEGIC ADVISORS, INC. | 10,500 | $$659K |
| Passive Capital Management, LLC. | 8,715 | $$547K |
| Point72 Asset Management, L.P. | 8,146 | $$511K |
| Verition Fund Management LLC | 8,030 | $$504K |
| IEQ CAPITAL, LLC | 7,898 | $$496K |
| Beacon Pointe Advisors, LLC | 5,805 | $$364K |
| Brooklyn Investment Group | 5,796 | $$364K |
| DELPHI MANAGEMENT INC /MA | 5,184 | $$325K |
| VOYA INVESTMENT MANAGEMENT LLC | 4,045 | $$254K |
| Jump Financial, LLC | 3,704 | $$233K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS | 3,260 | $$205K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENDEAVOUR CAPITAL ADVISORS INC | +179,866 | +143.5% | 305,189 |
| Fourthstone LLC | +173,758 | +239.1% | 246,421 |
| AMERICAN CENTURY COMPANIES INC | +70,753 | +26.0% | 342,469 |
| DIMENSIONAL FUND ADVISORS LP | +49,957 | +15.7% | 367,948 |
| STATE STREET CORP | +43,023 | +11.9% | 403,868 |
| MORGAN STANLEY | +35,819 | +58.2% | 97,362 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | +21,227 | +26.0% | 102,880 |
| VANGUARD GROUP INC | +14,358 | +1.9% | 779,800 |
| BANK OF AMERICA CORP /DE | +13,063 | +68.3% | 32,188 |
| Verdence Capital Advisors LLC | +12,079 | +18.1% | 78,746 |
| UBS Group AG | +11,013 | +33.2% | 44,159 |
| BNP PARIBAS FINANCIAL MARKETS | +9,876 | +34.7% | 38,372 |
| GEODE CAPITAL MANAGEMENT, LLC | +8,936 | +2.4% | 379,643 |
| FRANKLIN RESOURCES INC | +8,716 | +58.2% | 23,684 |
| ALLIANCEBERNSTEIN L.P. | +7,400 | +19.7% | 45,016 |
| NORTHERN TRUST CORP | +5,822 | +5.2% | 118,697 |
| SEI INVESTMENTS CO | +4,944 | +144.5% | 8,366 |
| WELLS FARGO & COMPANY/MN | +4,389 | +17.2% | 29,842 |
| LSV ASSET MANAGEMENT | +4,300 | +10.5% | 45,200 |
| FIRST TRUST ADVISORS LP | +3,966 | +66.9% | 9,897 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | -145,393 | -44.3% | 183,133 |
| Empowered Funds, LLC | -24,826 | -27.0% | 67,280 |
| JPMORGAN CHASE & CO | -17,974 | -31.8% | 38,460 |
| AQR CAPITAL MANAGEMENT LLC | -17,124 | -23.0% | 57,427 |
| MARSHALL WACE, LLP | -16,120 | -33.2% | 32,393 |
| HSBC HOLDINGS PLC | -13,310 | -66.2% | 6,802 |
| BARCLAYS PLC | -12,664 | -44.6% | 15,728 |
| Cubist Systematic Strategies, LLC | -11,001 | -78.0% | 3,106 |
| FMR LLC | -8,986 | -83.3% | 1,799 |
| D. E. Shaw & Co., Inc. | -7,804 | -29.2% | 18,928 |
| TWO SIGMA ADVISERS, LP | -4,600 | -45.5% | 5,516 |
| AMERIPRISE FINANCIAL INC | -4,550 | -29.4% | 10,913 |
| TWO SIGMA INVESTMENTS, LP | -4,342 | -12.0% | 31,963 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT | -4,000 | -3.8% | 101,644 |
| SG Americas Securities, LLC | -3,463 | -50.0% | 3,464 |
| CITADEL ADVISORS LLC | -3,360 | -40.1% | 5,028 |
| Alliance Wealth Strategies, LLC d/b | -3,355 | -37.1% | 5,685 |
| Legal & General Group Plc | -2,812 | -19.5% | 11,608 |
| Mariner, LLC | -2,666 | -42.9% | 3,550 |
| Sterling Capital Management LLC | -2,416 | -37.3% | 4,066 |