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Get Institutions for : 
Sierra Bancorp (BSRR)  
$21.07 0.44 (2.05%) as of 4:30 Tue 5/28


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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 : 
 $18.82  
Last Quarter's Ending Price : 
 $22.55  
Last Quarter's Average Price : 
 $19.42  
Change from last quarter's     
avg. price to the last closing  : 
1.65 (8.5%)  




 
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: 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
   BANC FUNDS CO LLC 38 - 2024-03-31 436,746 $8,822,000 0
   LSV ASSET MANAGEMENT 590 - 2024-03-31 126,900 $2,563,000 0
   Integris Wealth Management LLC 30 - 2024-03-31 54,130 $1,093,000 0
   Mutual Advisors LLC 542 - 2024-03-31 40,043 $809,000 0
   NUVEEN ASSET MANAGEMENT, LLC 2818 - 2024-03-31 32,956 $666,000 0
   ARROWSTREET CAPITAL LIMITED PARTNERSHIP 1439 - 2024-03-31 26,809 $542,000 0
   Pasadena Private Wealth LLC 114 - 2024-03-31 13,200 $267,000 0
   MKT Advisors LLC 126 - 2024-03-31 12,320 $223,000 0
   MetLife Investment Advisors LLC 2397 - 2024-03-31 6,642 $134,000 0
   BFSG LLC 300 - 2024-03-31 5,395 $109,000 0
   Russell Investments Group Ltd. 2473 - 2024-03-31 5,328 $108,000 0
   DEUTSCHE BANK AG 3151 - 2024-03-31 4,064 $82,000 0
   Spire Wealth Management 1344 - 2024-03-31 1,685 $34,000 0
   SUMMIT INVESTMENT ADVISORS INC 2461 - 2024-03-31 1,243 $25,000 0
   WHITTIER TRUST CO 1093 - 2024-03-31 1,159 $23,000 0
   LEGAL & GENERAL GROUP PLC 2906 - 2024-03-31 1,116 $23,000 0
   METROPOLITAN LIFE INSURANCE CO/NY 1956 - 2024-03-31 769 $16,000 0
   NISA INVESTMENT ADVISORS L L C 2007 - 2024-03-31 589 $12,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 993 - 2024-03-31 180 $4,000 0
   SALEM INVESTMENT COUNSELORS INC 959 - 2024-03-31 210 $4,000 0
   Capital Advisors Ltd. LLC 1201 - 2024-03-31 28 $1,000 0
   Lindbrook Capital LLC 2506 - 2024-03-31 48 $1,000 0
   PROEQUITIES INC. 2472 - 2024-03-31 0 $0 0
   HUNTINGTON NATIONAL BANK 2086 - 2024-03-31 1 $0 0
  24 Records found
  1    
  Page 1 of 1
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