MVBF Institutional Ownership
MVB Financial Corp.
1W: +1.9%
1M: +0.7%
3M: -3.3%
YTD: +18.1%
1Y: +12.4%
3Y: +54.3%
5Y: -21.6%
$29.89
-0.22 (-0.73%)
Pre-Market: $31.23 (+1.34, +4.48%)
Weekly Expected Move ±3.1%
$28
$29
$30
$31
$32
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — MVBF
122
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
$215M
Total Invested
12
New Positions
48
Increased
34
Reduced
11
Closed
2.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (131 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | WELLINGTON MANAGEMENT GROUP LLP | 1,763,416 | $53M | -2,787 | -0.2% | 35Q | SEC ↗ |
| 2 | BlackRock, Inc. | 1,039,372 | $31M | +100,335 | +10.7% | 8Q | SEC ↗ |
| 3 | DIMENSIONAL FUND ADVISORS LP | 533,007 | $16M | +26,399 | +5.2% | 33Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 517,571 | $15M | +12,727 | +2.5% | 2Q | SEC ↗ |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 311,400 | $9M | +41,490 | +15.4% | 33Q | SEC ↗ |
| 6 | AMERIPRISE FINANCIAL INC | 276,860 | $8M | +30,098 | +12.2% | 4Q | SEC ↗ |
| 7 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 257,731 | $8M | +140,615 | +120.1% | 2Q | SEC ↗ |
| 8 | STATE STREET CORP | 243,885 | $7M | +1,670 | +0.7% | 33Q | SEC ↗ |
| 9 | ENDEAVOUR CAPITAL ADVISORS INC | 182,719 | $5M | -5,200 | -2.8% | 26Q | SEC ↗ |
| 10 | KENNEDY CAPITAL MANAGEMENT LLC | 122,447 | $4M | -1,918 | -1.5% | 3Q | SEC ↗ |
| 11 | BANC FUNDS CO LLC | 116,010 | $3M | +24,766 | +27.1% | 38Q | SEC ↗ |
| 12 | Diamond Hill Capital Management, LLC ( | 112,129 | $3M | +24,720 | +28.3% | 3Q | SEC ↗ |
| 13 | ACADIAN ASSET MANAGEMENT LLC | 100,404 | $3M | -12,039 | -10.7% | 10Q | SEC ↗ |
| 14 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 98,345 | $3M | -17,329 | -15.0% | 23Q | SEC ↗ |
| 15 | NORTHERN TRUST CORP | 92,992 | $3M | +4,709 | +5.3% | 33Q | SEC ↗ |
| 16 | Pure Financial Advisors, LLC | 84,824 | $3M | — | +0.0% | 24Q | SEC ↗ |
| 17 | VANGUARD PORTFOLIO MANAGEMENT LLC | 79,559 | $2M | +14,841 | +22.9% | 2Q | SEC ↗ |
| 18 | VANGUARD FIDUCIARY TRUST CO | 78,124 | $2M | +263 | +0.3% | 2Q | SEC ↗ |
| 19 | CITADEL ADVISORS LLC | 77,679 | $2M | +1,444 | +1.9% | 11Q | SEC ↗ |
| 20 | Kestra Advisory Services, LLC NEW | 75,000 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 21 | AMERICAN CENTURY COMPANIES INC | 61,656 | $2M | -15,895 | -20.5% | 15Q | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 61,345 | $2M | +3,448 | +6.0% | 33Q | SEC ↗ |
| 23 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 59,770 | $2M | +400 | +0.7% | 2Q | SEC ↗ |
| 24 | MORGAN STANLEY | 56,957 | $2M | +7,342 | +14.8% | 35Q | SEC ↗ |
| 25 | ALLIANCEBERNSTEIN L.P. | 56,331 | $2M | +1,000 | +1.8% | 17Q | SEC ↗ |
| 26 | Qube Research & Technologies Ltd | 56,004 | $2M | +22,264 | +66.0% | 2Q | SEC ↗ |
| 27 | TWO SIGMA INVESTMENTS, LP | 55,840 | $2M | -5,141 | -8.4% | 4Q | SEC ↗ |
| 28 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 54,309 | $2M | — | +0.0% | 3Q | SEC ↗ |
| 29 | Nuveen, LLC | 47,096 | $1M | +1,255 | +2.7% | 6Q | SEC ↗ |
| 30 | PRICE T ROWE ASSOCIATES INC /MD | 46,982 | $1M | +7,037 | +17.6% | 16Q | SEC ↗ |
| 31 | Squarepoint Ops LLC | 46,309 | $1M | -6,512 | -12.3% | 2Q | SEC ↗ |
| 32 | Cerity Partners LLC | 46,126 | $1M | +13,715 | +42.3% | 17Q | SEC ↗ |
| 33 | Empowered Funds, LLC | 40,816 | $1M | +2,971 | +7.9% | 10Q | SEC ↗ |
| 34 | GOLDMAN SACHS GROUP INC | 40,487 | $1M | -32,080 | -44.2% | 15Q | SEC ↗ |
| 35 | Sippican Capital Advisors | 39,918 | $1M | — | +0.0% | 10Q | SEC ↗ |
| 36 | AQR CAPITAL MANAGEMENT LLC | 38,132 | $1M | +5,507 | +16.9% | 5Q | SEC ↗ |
| 37 | Sixth Street Partners Management Compa NEW | 33,520 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 38 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 33,520 | $1M | +4,336 | +14.9% | 15Q | SEC ↗ |
| 39 | Quantinno Capital Management LP | 32,849 | $982K | +4,312 | +15.1% | 5Q | SEC ↗ |
| 40 | FIRST MANHATTAN CO. LLC. | 30,000 | $897K | +1,500 | +5.3% | 15Q | SEC ↗ |
| 41 | Trexquant Investment LP | 27,426 | $820K | +1,896 | +7.4% | 5Q | SEC ↗ |
| 42 | EMERALD MUTUAL FUND ADVISERS TRUST | 27,293 | $816K | — | +0.0% | 3Q | SEC ↗ |
| 43 | PRUDENTIAL FINANCIAL INC | 26,400 | $789K | -1,070 | -3.9% | 14Q | SEC ↗ |
| 44 | McKinley Carter Wealth Services, Inc. | 25,877 | $773K | — | +0.0% | 35Q | SEC ↗ |
| 45 | HOGE FINANCIAL SERVICES, LLC | 23,764 | $710K | +142 | +0.6% | 11Q | SEC ↗ |
| 46 | STATE OF WISCONSIN INVESTMENT BOARD | 21,800 | $652K | +2,360 | +12.1% | 5Q | SEC ↗ |
| 47 | J.W. COLE ADVISORS, INC. NEW | 20,770 | $621K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Daytona Street Capital LLC | 19,620 | $586K | — | +0.0% | 3Q | SEC ↗ |
| 49 | Cresset Asset Management, LLC | 18,028 | $539K | +107 | +0.6% | 21Q | SEC ↗ |
| 50 | D. E. Shaw & Co., Inc. | 16,947 | $507K | +2,972 | +21.3% | 6Q | SEC ↗ |
Recent Activity
New Positions (12)
| Holder | Shares | Value |
|---|---|---|
| Kestra Advisory Services, LLC | 75,000 | $2M |
| Sixth Street Partners Management Co | 33,520 | $1M |
| J.W. COLE ADVISORS, INC. | 20,770 | $621K |
| CM WEALTH ADVISORS LLC | 11,516 | $344K |
| XTX Topco Ltd | 8,158 | $244K |
| OneDigital Investment Advisors LLC | 8,134 | $243K |
| MERCER GLOBAL ADVISORS INC /ADV | 3,791 | $113K |
| ROYAL BANK OF CANADA | 1,910 | $57K |
| Integrated Wealth Concepts LLC | 129 | $4K |
| Quarry LP | 59 | $2K |
| US BANCORP \DE | 12 | $0K |
| Farther Finance Advisors, LLC | 2 | $0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Ategra Capital Management, LLC | 71,131 | $2M |
| JANE STREET GROUP, LLC | 29,912 | $894K |
| RENAISSANCE TECHNOLOGIES LLC | 21,300 | $637K |
| MARSHALL WACE, LLP | 18,510 | $553K |
| SEI INVESTMENTS CO | 10,974 | $328K |
| FRANKLIN RESOURCES INC | 10,885 | $325K |
| CWA Asset Management Group, LLC | 10,641 | $318K |
| Point72 Asset Management, L.P. | 8,322 | $249K |
| Hamilton Capital Partners Inc. | 5,921 | $177K |
| CANADA PENSION PLAN INVESTMENT BOAR | 4,300 | $129K |
| Rockefeller Capital Management L.P. | 1,612 | $48K |
| Quattro Advisors LLC | 369 | $11K |
| Advisory Services Network, LLC | 361 | $11K |
| AMALGAMATED BANK | 351 | $10K |
| SIMPLEX TRADING, LLC | 146 | $4K |
| Optiver Holding B.V. | 124 | $4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 55 | $2K |
| Root Financial Partners, LLC | 12 | $0K |
| MAI Capital Management | 10 | $0K |
| Sunbelt Securities, Inc. | 1 | $0K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | -32,080 | -44.2% | 40,487 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | -17,329 | -15.0% | 98,345 |
| AMERICAN CENTURY COMPANIES INC | -15,895 | -20.5% | 61,656 |
| ACADIAN ASSET MANAGEMENT LLC | -12,039 | -10.7% | 100,404 |
| OSAIC HOLDINGS, INC. | -6,734 | -99.5% | 31 |
| Squarepoint Ops LLC | -6,512 | -12.3% | 46,309 |
| ENDEAVOUR CAPITAL ADVISORS INC | -5,200 | -2.8% | 182,719 |
| TWO SIGMA INVESTMENTS, LP | -5,141 | -8.4% | 55,840 |
| UBS Group AG | -4,711 | -43.9% | 6,032 |
| PIER 88 INVESTMENT PARTNERS LLC | -4,400 | -81.5% | 1,000 |
| WELLINGTON MANAGEMENT GROUP LLP | -2,787 | -0.2% | 1,763,416 |
| BANK OF AMERICA CORP /DE | -2,327 | -20.0% | 9,300 |
| Tower Research Capital LLC (TRC) | -2,266 | -60.7% | 1,465 |
| KENNEDY CAPITAL MANAGEMENT LLC | -1,918 | -1.5% | 122,447 |
| PRUDENTIAL FINANCIAL INC | -1,070 | -3.9% | 26,400 |
| BARCLAYS PLC | -767 | -5.2% | 13,936 |
| CALIFORNIA STATE TEACHERS RETIREMEN | -448 | -74.0% | 157 |
| EverSource Wealth Advisors, LLC | -266 | -81.1% | 62 |
| BNP PARIBAS FINANCIAL MARKETS | -209 | -2.6% | 7,842 |
| Sterling Capital Management LLC | -131 | -35.4% | 239 |