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Get Institutions for : 
John Marshall Bank Com Usd0.01A (JMSB)  
$17.25 0.09 (0.52%) as of 4:30 Fri 5/17


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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  : 
1.97 (10.25%)  




 
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. 436 - 2023-12-31 1,560,214 $35,199,000 18,954
   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 13 - 2023-12-31 333,980 $7,535,000 0
   GEODE CAPITAL MANAGEMENT LLC 2615 - 2023-12-31 262,788 $5,929,000 6,908
   STATE STREET CORP 2820 - 2023-12-31 192,844 $4,351,000 3,568
   Elizabeth Park Capital Advisors Ltd. 6 - 2023-12-31 176,071 $3,972,000 0
   NORTHERN TRUST CORP 2873 - 2023-12-31 110,546 $2,494,000 11,428
   BROWN ADVISORY HOLDINGS INC 610 - 2024-03-31 127,914 $2,292,000 -300
   FJ Capital Management LLC 58 - 2023-12-31 98,041 $2,212,000 -8,437
   BANK OF AMERICA CORP /DE/ 3593 - 2023-12-31 81,755 $1,844,000 425
   Cresset Asset Management LLC 649 - 2023-12-31 75,514 $1,704,000 276
   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
   ROYAL BANK OF CANADA 3284 - 2023-12-31 33,987 $767,000 14,792
   NUVEEN ASSET MANAGEMENT, LLC 2823 - 2023-12-31 32,953 $743,000 6,200
   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
   MORGAN STANLEY 5052 - 2023-12-31 26,300 $593,000 16,711
   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
   UBS Group AG 3966 - 2023-12-31 21,439 $484,000 5,812
   J P MORGAN CHASE & CO 3751 - 2024-03-31 26,708 $479,000 9,774
   BARCLAYS PLC 3038 - 2023-12-31 17,121 $387,000 14,853
   PATTON ALBERTSON & MILLER, LLC 162 - 2024-03-31 18,751 $336,000 0
   MARINER WEALTH ADVISORS, LLC 2258 - 2023-12-31 14,389 $325,000 -38
   RHUMBLINE ADVISERS 2940 - 2024-03-31 17,740 $318,000 524
   GOLDMAN SACHS GROUP INC/ 4088 - 2023-12-31 12,355 $279,000 12,355
   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
   DEUTSCHE BANK AG 2849 - 2023-12-31 7,679 $173,000 -404
   WELLS FARGO & CO/MN 4042 - 2024-03-31 9,215 $165,000 563
   MetLife Investment Advisors LLC 2395 - 2023-12-31 6,643 $150,000 0
   AMERICAN INTERNATIONAL GROUP INC 2364 - 2023-12-31 6,195 $140,000 -25
   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
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 2625 - 2023-12-31 2,051 $46,000 -699
   CITIGROUP INC 3787 - 2024-03-31 2,336 $42,000 558
   STRS OHIO 1810 - 2023-12-31 1,700 $38,000 0
   SUMMIT INVESTMENT ADVISORS INC 2421 - 2023-12-31 1,260 $28,000 405
   LEGAL & GENERAL GROUP PLC 2960 - 2023-12-31 1,056 $24,000 -103
   TOWER RESEARCH CAPITAL LLC 3673 - 2023-12-31 827 $19,000 -35
   METROPOLITAN LIFE INSURANCE CO/NY 1976 - 2023-12-31 771 $17,000 0
   AMALGAMATED BANK 2609 - 2024-03-31 395 $7,000 -675
   FMR LLC 4204 - 2023-12-31 317 $7,000 -83
   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
   Hartland & Co. LLC 1480 *Closed 2023-12-31 0 $0 -100
   Lido Advisors LLC 1157 *Closed 2023-12-31 0 $0 -12,500
   Covestor Ltd 2351 *Closed 2024-03-31 0 $0 -8
   Qube Research & Technologies Ltd 3801 *New 2023-12-31 16 $0 16
   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
  60 Records found
  1    
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