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Get Institutions for : 
MVB Financial Corp (MVBF)  
$18.38 0.22 (1.21%) as of 4:30 Thu 6/6


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 77    4
Total shares held : 
6,113,752  
% of shares held : 
51.12%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  18  
Amount of shares held : 
281,944  
% of shares held change : 
  2.36%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$22.36  
Last Quarter's Ending Price : 
$22.31  
Last Quarter's Average Price
$21.69  
Change from last quarter's     
avg. price to the last closing  : 
3.31 (15.26%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 90,452
 1.48%
 
Increased Positions :
31
 366,691
 6%
 
Unchanged Positions :
24
 521,644
 8.53%
 
Decreased Positions :
17
-154,211
-2.52%
 
Closed Positions :
1
-20,988
-0.34%
 
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
   PURE FINANCIAL ADVISORS, INC. 113 - 2024-03-31 84,824 $1,892,000 0
   AA Financial Advisors LLC 44 - 2024-03-31 75,000 $1,673,000 0
   NUVEEN ASSET MANAGEMENT, LLC 2642 - 2024-03-31 47,050 $1,050,000 0
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2909 - 2024-03-31 30,555 $682,000 0
   MCKINLEY CARTER WEALTH SERVICES, INC. 199 - 2024-03-31 25,876 $577,000 0
   FIRST MANHATTAN CO 521 - 2024-03-31 18,500 $413,000 0
   FIRST NATIONAL TRUST CO 314 - 2024-03-31 15,683 $350,000 0
   PNC FINANCIAL SERVICES GROUP INC 2084 - 2024-03-31 10,102 $225,000 0
   Advisor Group Holdings Inc. 3892 - 2024-03-31 6,734 $150,000 0
   MetLife Investment Advisors LLC 2400 - 2024-03-31 6,009 $134,000 0
   Beacon Capital Management LLC 220 - 2024-03-31 3,252 $73,000 0
   SUMMIT INVESTMENT ADVISORS INC 2467 - 2024-03-31 1,120 $25,000 0
   LEGAL & GENERAL GROUP PLC 2934 - 2024-03-31 943 $21,000 0
   METROPOLITAN LIFE INSURANCE CO/NY 2031 - 2024-03-31 567 $13,000 0
   FIFTH THIRD BANCORP 1814 - 2024-03-31 550 $12,000 0
   CITY HOLDING CO 417 - 2024-03-31 380 $8,000 0
   FTB Advisors Inc. 1706 - 2024-03-31 300 $7,000 0
   COMERICA BANK 3418 - 2024-03-31 151 $3,000 0
   EverSource Wealth Advisors LLC 2205 - 2024-03-31 85 $2,000 0
   Fortitude Family Office LLC 887 - 2024-03-31 59 $1,000 0
   PROEQUITIES INC. 6331 - 2024-03-31 0 $0 0

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