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Get Institutions for : 
Burke & Herbert Financial Services Corp. (BHRB)  
$48.21 0.20 (0.41%) as of 4:30 Fri 6/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 55    1
Total shares held : 
1,955,635  
% of shares held : 
26.33%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  11  
Amount of shares held : 
43,289  
% of shares held change : 
  0.58%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$62.76  
Last Quarter's Ending Price : 
$56.03  
Last Quarter's Average Price
$56.56  
Change from last quarter's     
avg. price to the last closing  : 
8.35 (14.76%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 23,618
 1.21%
 
Increased Positions :
22
 173,940
 8.89%
 
Unchanged Positions :
16
 290,250
 14.84%
 
Decreased Positions :
12
-24,229
-1.24%
 
Closed Positions :
4
-130,040
-6.65%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   HUTCHINSON CAPITAL MANAGEMENT/CA 14 - 2024-03-31 255,080 $14,292,000 0
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2797 - 2024-03-31 17,684 $991,000 0
   FRANKLIN RESOURCES INC 1899 - 2024-03-31 14,968 $839,000 0
   NUVEEN ASSET MANAGEMENT, LLC 2795 - 2024-03-31 12,522 $702,000 0
   HoldCo Asset Management L.P. 12 - 2024-03-31 10,480 $587,000 0
   Baird Financial Group Inc. 1423 - 2024-03-31 8,000 $448,000 0
   MONTGOMERY INVESTMENT MANAGEMENT INC 72 - 2024-03-31 5,866 $329,000 0
   Cassaday & Co Wealth Management LLC 255 - 2024-03-31 4,320 $242,000 0
   MetLife Investment Advisors LLC 2224 - 2024-03-31 3,471 $194,000 0
   NEW YORK STATE COMMON RETIREMENT FUND 2514 - 2024-03-31 2,654 $149,000 0
   MOTCO 369 - 2024-03-31 585 $33,000 0
   LEGAL & GENERAL GROUP PLC 2840 - 2024-03-31 562 $31,000 0
   SUMMIT INVESTMENT ADVISORS INC 2403 - 2024-03-31 531 $30,000 0
   Steward Partners Investment Advisory LLC 2470 - 2024-03-31 400 $22,000 0
   METROPOLITAN LIFE INSURANCE CO/NY 1864 - 2024-03-31 360 $20,000 0
   PNC FINANCIAL SERVICES GROUP INC 3778 - 2024-03-31 120 $7,000 0
   Fortitude Family Office LLC 720 - 2024-03-31 53 $3,000 0
   GAMMA Investing LLC 2676 - 2024-03-31 42 $2,000 0
   Covestor Ltd 2338 *New 2024-03-31 0 $0 0
   PROEQUITIES INC. 4668 - 2024-03-31 0 $0 0

  20 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results