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Get Institutions for : 
John Marshall Bank Com Usd0.01A (JMSB)  
$17.03 0.42 (2.41%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 53    0
Total shares held : 
5,559,786  
% of shares held : 
6.18%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  4  
Amount of shares held : 
253,524  
% of shares held change : 
  0.28%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$17.52  
Last Quarter's Ending Price : 
$22.56  
Last Quarter's Average Price
$19.22  
Change from last quarter's     
avg. price to the last closing  : 
2.19 (11.39%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
2
 9,858
 0.18%
 
Increased Positions :
21
 291,109
 5.24%
 
Unchanged Positions :
13
 651,674
 11.72%
 
Decreased Positions :
17
-34,843
-0.63%
 
Closed Positions :
2
-12,600
-0.23%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 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 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
   T. Rowe Price Investment Management Inc. 468 - 2024-03-31 1,619,249 $29,017,000 59,035
   BLACKROCK INC. 3037 - 2024-03-31 847,548 $15,188,000 -32,507
   VANGUARD GROUP INC 2902 - 2024-03-31 618,043 $11,075,000 7,615
   TOTH FINANCIAL ADVISORY CORP 33 - 2024-03-31 449,194 $8,050,000 -35,450
   AYRSHIRE ASSOCIATES INC 18 - 2024-03-31 333,980 $5,985,000 0
   GEODE CAPITAL MANAGEMENT LLC 2713 - 2024-03-31 274,369 $4,917,000 11,581
   FJ Capital Management LLC 44 - 2024-03-31 215,655 $3,865,000 117,614
   STATE STREET CORP 2887 - 2024-03-31 195,786 $3,508,000 2,942
   Elizabeth Park Capital Advisors Ltd. 9 - 2024-03-31 176,071 $3,155,000 0
   BROWN ADVISORY HOLDINGS INC 610 - 2024-03-31 127,914 $2,292,000 -300
   NORTHERN TRUST CORP 2973 - 2024-03-31 108,866 $1,951,000 -1,680
   BANK OF AMERICA CORP /DE/ 3730 - 2024-03-31 89,632 $1,606,000 7,877
   Cresset Asset Management LLC 831 - 2024-03-31 75,294 $1,349,000 -220
   Meridian Financial Partners LLC 21 - 2024-03-31 64,930 $1,056,000 0
   Halpern Financial Inc. 33 - 2024-03-31 49,730 $883,000 0
   Citadel Investment Advisory Inc. 47 - 2024-03-31 39,600 $710,000 0
   Atlantic Trust Group LLC 768 - 2024-03-31 36,204 $627,000 0
   NUVEEN ASSET MANAGEMENT, LLC 2857 - 2024-03-31 34,141 $612,000 1,188
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2961 - 2024-03-31 32,930 $590,000 0
   BANK OF NEW YORK MELLON CORP 3373 - 2024-03-31 32,854 $589,000 -4,554
   Imprint Wealth LLC 146 *New 2024-03-31 33,971 $588,000 33,971
   J P MORGAN CHASE & CO 3751 - 2024-03-31 26,708 $479,000 9,774
   ROYAL BANK OF CANADA 3503 - 2024-03-31 26,006 $466,000 -7,981
   UBS Group AG 4259 - 2024-03-31 21,210 $380,000 -229
   MORGAN STANLEY 5286 - 2024-03-31 19,445 $348,000 -6,855
   PATTON ALBERTSON & MILLER, LLC 162 - 2024-03-31 18,751 $336,000 0
   RHUMBLINE ADVISERS 2940 - 2024-03-31 17,740 $318,000 524
   INVESCO LTD 3420 *New 2024-03-31 16,186 $290,000 16,186
   MARINER WEALTH ADVISORS, LLC 2576 - 2024-03-31 14,168 $254,000 -221
   MCCORMACK ADVISORS INTERNATIONAL 989 *New 2024-03-31 12,542 $225,000 12,542
   MADISON WEALTH MANAGEMENT 144 - 2023-09-30 12,542 $224,000 0
   LINCOLN NATIONAL CORP 1110 - 2024-03-31 11,585 $208,000 0
   WELLS FARGO & CO/MN 4042 - 2024-03-31 9,215 $165,000 563
   BARCLAYS PLC 3317 - 2024-03-31 8,746 $157,000 -8,375
   DEUTSCHE BANK AG 2919 - 2024-03-31 7,907 $142,000 228
   MetLife Investment Advisors LLC 2459 - 2024-03-31 6,643 $119,000 0
   AMERICAN INTERNATIONAL GROUP INC 2461 - 2024-03-31 6,142 $110,000 -53
   NEW YORK STATE COMMON RETIREMENT FUND 2760 - 2024-03-31 4,671 $84,000 0
   SANDY SPRING BANK 536 - 2024-03-31 3,375 $60,000 0
   CITIGROUP INC 3787 - 2024-03-31 2,336 $42,000 558
   STRS OHIO 1826 - 2024-03-31 1,600 $28,000 -100
   SUMMIT INVESTMENT ADVISORS INC 2497 - 2024-03-31 1,260 $23,000 0
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 2672 - 2024-03-31 1,253 $22,000 -798
   LEGAL & GENERAL GROUP PLC 2966 - 2024-03-31 1,056 $19,000 0
   METROPOLITAN LIFE INSURANCE CO/NY 2018 - 2024-03-31 771 $14,000 0
   TOWER RESEARCH CAPITAL LLC 4297 - 2024-03-31 371 $7,000 -456
   AMALGAMATED BANK 2609 - 2024-03-31 395 $7,000 -675
   FMR LLC 4340 - 2024-03-31 254 $5,000 -63
   GAMMA Investing LLC 2639 - 2024-03-31 97 $2,000 27
   NISA INVESTMENT ADVISORS L L C 2503 - 2024-03-31 9 $0 0
   SG AMERICAS SECURITIES LLC 2476 *Closed 2024-03-31 0 $0 -6,802
   Covestor Ltd 2351 *Closed 2024-03-31 0 $0 -8
   GOLDMAN SACHS GROUP INC/ 4738 *Closed 2024-03-31 0 $0 -12,355
   CWM LLC 4437 *New 2024-03-31 2 $0 2
   PROEQUITIES INC. 5487 - 2024-03-31 0 $0 0
   RAYMOND JAMES & ASSOCIATES 3835 *Closed 2024-03-31 0 $0 -16,068
   Nelson Van Denburg & Campbell Wealth Management Gr 3412 *New 2024-03-31 1 $0 1
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 3367 *Closed 2024-03-31 0 $0 -9,842
   Qube Research & Technologies Ltd 4258 - 2024-03-31 16 $0 0

  59 Records found
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