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Get Institutions for : 
Sierra Bancorp (BSRR)  
$20.11 0.14 (0.69%) as of 4:30 Mon 6/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 86    3
Total shares held : 
8,143,524  
% of shares held : 
53.09%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  1  
Amount of shares held : 
136,301  
% of shares held change : 
  0.89%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$22.72  
Last Quarter's Ending Price : 
$20.20  
Last Quarter's Average Price
$19.69  
Change from last quarter's     
avg. price to the last closing  : 
0.42 (2.13%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 24,957
 0.31%
 
Increased Positions :
30
 313,886
 3.85%
 
Unchanged Positions :
26
 573,490
 7.04%
 
Decreased Positions :
26
-75,028
-0.92%
 
Closed Positions :
7
-127,514
-1.57%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   VANGUARD GROUP INC 2787 - 2024-03-31 680,053 $13,737,000 5,830
   AMERIPRISE FINANCIAL INC 2036 - 2024-03-31 348,605 $7,042,000 17,470
   STATE STREET CORP 2653 - 2024-03-31 314,131 $6,345,000 19,761
   GEODE CAPITAL MANAGEMENT LLC 2612 - 2024-03-31 290,585 $5,870,000 8,609
   Foundry Partners LLC 187 - 2024-03-31 150,415 $3,038,000 15,080
   BRIDGEWAY CAPITAL MANAGEMENT INC 517 - 2024-03-31 119,202 $2,408,000 4,900
   Assenagon Asset Management S.A. 932 - 2024-03-31 77,645 $1,568,000 10,496
   J P MORGAN CHASE & CO 3156 - 2024-03-31 71,885 $1,452,000 8,965
   Empowered Funds LLC 746 - 2024-03-31 66,202 $1,337,000 4,900
   FIRST TRUST ADVISORS LP 2048 - 2024-03-31 37,278 $753,000 917
   MARTINGALE ASSET MANAGEMENT L P 585 - 2024-03-31 29,152 $589,000 102
   STATE OF WISCONSIN INVESTMENT BOARD 1697 - 2024-03-31 27,000 $545,000 6,100
   INVESCO LTD 3250 - 2024-03-31 23,555 $476,000 13,841
   TWO SIGMA ADVISERS, LLC 1894 - 2024-03-31 23,400 $473,000 4,100
   TWO SIGMA INVESTMENTS LLC 2258 - 2024-03-31 23,090 $466,000 7,629
   RHUMBLINE ADVISERS 2767 - 2024-03-31 21,095 $426,000 498
   MARINER WEALTH ADVISORS, LLC 2368 - 2024-03-31 16,032 $324,000 364
   ALLIANCEBERNSTEIN L.P. 2851 - 2024-03-31 12,786 $258,000 320
   CAMPBELL & CO INVESTMENT ADVISER LLC 997 - 2024-03-31 10,891 $220,000 1,045
   NEW YORK STATE COMMON RETIREMENT FUND 2518 - 2024-03-31 7,285 $147,000 65
   WELLS FARGO & CO/MN 4264 - 2024-03-31 5,554 $112,000 402
   CWM LLC 2058 - 2024-03-31 3,544 $72,000 6
   LAZARD ASSET MANAGEMENT LLC 1483 - 2024-03-31 3,051 $61,000 957
   Advisor Group Holdings Inc. 4555 - 2024-03-31 2,952 $60,000 2,934
   CITIGROUP INC 3632 - 2024-03-31 2,880 $58,000 710
   Covestor Ltd 2522 - 2024-03-31 23 $0 23

  26 Records found
  1    
  Page 1 of 1
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