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Get Institutions for : 
California Bancorp (CALB)  
$21.64 0.02 (0.09%) as of 4:30 Mon 5/13


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 54    9
Total shares held : 
4,767,769  
% of shares held : 
58.5%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  25  
Amount of shares held : 
172,429  
% of shares held change : 
  2.12%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$19.90  
Last Quarter's Ending Price : 
$24.76  
Last Quarter's Average Price
$22.20  
Change from last quarter's     
avg. price to the last closing  : 
0.56 (2.52%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 187,004
 3.92%
 
Increased Positions :
21
 175,017
 3.67%
 
Unchanged Positions :
19
 1,318,169
 27.65%
 
Decreased Positions :
5
-189,592
-3.98%
 
Closed Positions :
0
0
0%
 
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
   ENDEAVOUR CAPITAL ADVISORS INC 3 - 2023-12-31 807,982 $20,006,000 0
   Elizabeth Park Capital Advisors Ltd. 4 - 2023-12-31 184,281 $4,563,000 0
   Petiole USA ltd 33 - 2023-12-31 69,563 $1,722,000 0
   BAKER AVENUE ASSET MANAGEMENT, LP 198 - 2023-12-31 44,750 $1,108,000 0
   Robertson Stephens Wealth Management LLC 238 - 2023-12-31 33,698 $834,000 0
   YCMNET ADVISORS INC 140 - 2023-12-31 26,250 $650,000 0
   Keystone Wealth Services LLC 116 - 2024-03-31 26,250 $578,000 0
   HPM Partners LLC - 2023-12-31 23,031 $570,000 0
   MORGAN STANLEY 5262 - 2023-12-31 14,972 $371,000 0
   CONCENTRIC WEALTH MANAGEMENT LLC 107 - 2024-03-31 15,374 $338,000 0
   Burleson & Company LLC 124 - 2022-12-31 7,450 $177,000 0
   FIRST MANHATTAN CO 690 - 2023-12-31 5,775 $143,000 0
   Parallel Advisors LLC 1073 - 2024-03-31 5,563 $122,000 0
   CALDWELL SUTTER CAPITAL INC. 312 - 2024-03-31 3,256 $72,000 0
   FMR LLC 4161 - 2023-12-31 309 $8,000 0
   Crewe Advisors LLC 300 - 2023-12-31 100 $2,000 0
   WELLS FARGO & CO/MN 5627 - 2024-03-31 54 $1,000 0
   PROEQUITIES INC. 5060 - 2024-03-31 0 $0 0

  18 Records found
  1    
  Page 1 of 1
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