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Get Institutions for : 
Orange County Bancorp, Inc. /de/ (OBT)  
$49.66 0.90 (1.85%) as of 4:30 Thu 5/16


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 52    1
Total shares held : 
 2,519,057  
% of shares held : 
 44.66%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   10  
Amount of shares held : 
 -7,027  
% of shares held change : 
   -0.12%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $42.50  
Last Quarter's Ending Price : 
 $60.24  
Last Quarter's Average Price : 
 $47.90  
Change from last quarter's     
avg. price to the last closing  : 
1.76 (3.67%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
2
 8,650
 0.34%
 
Increased Positions :
24
 82,364
 3.27%
 
Unchanged Positions :
13
 342,561
 13.6%
 
Decreased Positions :
13
-86,869
-3.45%
 
Closed Positions :
3
-11,172
-0.44%
 
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
   WELLINGTON MANAGEMENT CO LLP 972 - 2023-12-31 271,508 $16,356,000 0
   KEYBANK NATIONAL ASSOCIATION/OH 507 - 2023-12-31 17,500 $1,054,000 0
   EAGLE RIDGE INVESTMENT MANAGEMENT 88 - 2024-03-31 14,200 $653,000 0
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2948 - 2024-03-31 13,339 $614,000 0
   NorthCrest Asset Manangement LLC 353 - 2024-03-31 12,989 $597,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 3008 - 2024-03-31 8,394 $386,000 0
   MetLife Investment Advisors LLC 2313 - 2023-12-31 2,884 $174,000 0
   SUMMIT INVESTMENT ADVISORS INC 2471 - 2023-12-31 422 $25,000 0
   LEGAL & GENERAL GROUP PLC 2955 - 2023-12-31 404 $24,000 0
   METROPOLITAN LIFE INSURANCE CO/NY 1974 - 2023-12-31 299 $18,000 0
   PROEQUITIES INC. 5472 - 2024-03-31 0 $0 0
   NISA INVESTMENT ADVISORS L L C 2614 - 2024-03-31 8 $0 0
  12 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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