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Get Institutions for : 
Bank of Marin Bancorp (BMRC)  
$15.97 0.15 (0.93%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 98    1
Total shares held : 
8,461,795  
% of shares held : 
62.13%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  4  
Amount of shares held : 
45,659  
% of shares held change : 
  0.34%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$18.20  
Last Quarter's Ending Price : 
$22.02  
Last Quarter's Average Price
$19.18  
Change from last quarter's     
avg. price to the last closing  : 
3.21 (16.74%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 87,332
 1.03%
 
Increased Positions :
38
 500,950
 5.92%
 
Unchanged Positions :
18
 193,694
 2.29%
 
Decreased Positions :
33
-412,565
-4.88%
 
Closed Positions :
10
-130,058
-1.54%
 
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
   RBF CAPITAL, LLC 329 - 2023-12-31 30,092 $663,000 0
   PRIVATE WEALTH PARTNERS LLC 98 - 2024-03-31 36,983 $620,000 0
   FREESTONE CAPITAL HOLDINGS, LLC 264 - 2023-12-31 23,258 $512,000 0
   DIAMOND HILL CAPITAL MANAGEMENT INC 159 - 2023-12-31 18,000 $396,000 0
   Bank of Marin 115 - 2024-03-31 11,006 $185,000 0
   MetLife Investment Advisors LLC 2287 - 2023-12-31 8,295 $183,000 0
   US BANCORP 2403 - 2024-03-31 5,500 $92,000 0
   Parallel Advisors LLC 1214 - 2024-03-31 5,307 $89,000 0
   SUMMIT INVESTMENT ADVISORS INC 2341 - 2023-12-31 1,552 $34,000 0
   METROPOLITAN LIFE INSURANCE CO/NY 1893 - 2023-12-31 973 $21,000 0
   COMERICA BANK 3404 - 2023-12-31 134 $3,000 0
   Red Tortoise LLC 483 - 2024-03-31 122 $2,000 0
   Fortitude Family Office LLC 866 - 2024-03-31 82 $1,000 0
   Private Wealth Management Group LLC 1388 - 2024-03-31 46 $1,000 0
   PROEQUITIES INC. 4232 - 2024-03-31 0 $0 0
   MASSMUTUAL TRUST CO FSB/ADV 2155 - 2024-03-31 23 $0 0

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