Stock Transactions — BURKE HERBERT FINL SVCS CORP

Total Bought
1,050,312
71 transactions
Total Sold
231,112
62 transactions
Net
+819,200
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
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Type
EVERMAY WEALTH MANAGEMENT LLC0185,765+185,7650.001.28+1.28buy
ENDEAVOUR CAPITAL ADVISORS INC125,323305,189+179,8662.174.31+2.14buy
Fourthstone LLC72,663246,421+173,7580.852.60+1.75buy
AMERICAN CENTURY COMPANIES INC271,716342,469+70,7530.010.01+0.00buy
DIMENSIONAL FUND ADVISORS LP317,991367,948+49,9570.000.00+0.00buy
STATE STREET CORP360,845403,868+43,0230.000.00+0.00buy
JANE STREET GROUP, LLC021,378+21,3780.000.00+0.00buy
BRIDGEWAY CAPITAL MANAGEMENT, LLC81,653102,880+21,2270.110.13+0.02buy
Empowered Funds, LLC46,05367,280+21,2270.020.03+0.00buy
MERCER GLOBAL ADVISORS INC /ADV19,96940,346+20,3770.000.00+0.00buy
GOLDMAN SACHS GROUP INC164,263183,133+18,8700.000.00+0.00buy
PRINCIPAL FINANCIAL GROUP INC016,664+16,6640.000.00+0.00buy
TWO SIGMA INVESTMENTS, LP31,96347,285+15,3220.000.00-0.00buy
BANK OF AMERICA CORP /DE/19,12532,188+13,0630.000.00+0.00buy
XTX Topco Ltd012,750+12,7500.000.01+0.01buy
RAYMOND JAMES FINANCIAL INC012,402+12,4020.000.00+0.00buy
Verdence Capital Advisors LLC66,66778,746+12,0790.250.29+0.04buy
Man Group plc011,636+11,6360.000.00+0.00buy
UBS Group AG33,14644,159+11,0130.000.00+0.00buy
BNP PARIBAS FINANCIAL MARKETS28,49638,372+9,8760.000.00+0.00buy
GEODE CAPITAL MANAGEMENT, LLC370,707379,643+8,9360.000.00+0.00buy
FRANKLIN RESOURCES INC14,96823,684+8,7160.000.00+0.00buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP08,490+8,4900.000.00+0.00buy
Quadrature Capital Ltd07,517+7,5170.000.01+0.01buy
LPL Financial LLC06,570+6,5700.000.00+0.00buy
MIRABELLA FINANCIAL SERVICES LLP06,109+6,1090.000.04+0.04buy
PRUDENTIAL FINANCIAL INC06,023+6,0230.000.00+0.00buy
NORTHERN TRUST CORP112,875118,697+5,8220.000.00+0.00buy
SALZHAUER MICHAEL05,783+5,7830.000.17+0.17buy
Pacific Ridge Capital Partners, LLC05,650+5,6500.000.08+0.08buy
MORGAN STANLEY97,362102,860+5,4980.000.00+0.00buy
SEI INVESTMENTS CO3,4228,366+4,9440.000.00+0.00buy
Zurcher Kantonalbank (Zurich Cantonalbank)04,521+4,5210.000.00+0.00buy
CITADEL ADVISORS LLC5,0289,096+4,0680.000.00+0.00buy
FIRST TRUST ADVISORS LP5,9319,897+3,9660.000.00+0.00buy
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC3,7907,591+3,8010.020.04+0.02buy
MANGROVE PARTNERS IM, LLC03,692+3,6920.000.02+0.02buy
Quantbot Technologies LP1503,497+3,3470.000.01+0.01buy
PRICE T ROWE ASSOCIATES INC /MD/14,87418,122+3,2480.000.00+0.00buy
Rafferty Asset Management, LLC5,9238,552+2,6290.000.00+0.00buy
BlackRock, Inc.980,249982,759+2,5100.000.00+0.00buy
Y-Intercept (Hong Kong) Ltd3,7836,013+2,2300.010.01+0.00buy
Aquatic Capital Management LLC3402,269+1,9290.000.00+0.00buy
DAVENPORT & Co LLC6,3548,204+1,8500.000.00+0.00buy
Nuveen, LLC19,91921,614+1,6950.000.00+0.00buy
DEUTSCHE BANK AG\11,67713,290+1,6130.000.00+0.00buy
CITIGROUP INC8,51410,000+1,4860.000.00+0.00buy
Quantinno Capital Management LP8,2899,439+1,1500.000.00-0.00buy
MILLENNIUM MANAGEMENT LLC7,2908,365+1,0750.000.00+0.00buy
Invesco Ltd.16,38817,198+8100.000.00+0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC109,474110,179+7050.000.00-0.00buy
LOS ANGELES CAPITAL MANAGEMENT LLC64591+5270.000.00+0.00buy
ALPS ADVISORS INC7,4727,996+5240.000.00-0.00buy
ALLIANCEBERNSTEIN L.P.45,01645,416+4000.000.00+0.00buy
Tower Research Capital LLC (TRC)353709+3560.000.00+0.00buy
Cambridge Investment Research Advisors, Inc.17,90018,176+2760.000.00-0.00buy
Wealthspire Advisors, LLC4,5484,757+2090.000.00+0.00buy
True Link Financial Advisors, LLC0185+1850.000.00+0.00buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC18,17318,325+1520.000.00-0.00buy
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.6,2316,318+870.000.00-0.00buy
Versant Capital Management, Inc450+460.000.00+0.00buy
SBI Securities Co., Ltd.142+410.000.00+0.00buy
US BANCORP \DE\041+410.000.00+0.00buy
Parallel Advisors, LLC031+310.000.00+0.00buy
Root Financial Partners, LLC019+190.000.00+0.00buy
Rockefeller Capital Management L.P.012+120.000.00+0.00buy
&PARTNERS8,0008,005+50.000.00-0.00buy
Allworth Financial LP6469+50.000.00+0.00buy
GAMMA Investing LLC6266+40.000.00-0.00buy
Larson Financial Group LLC02+20.000.00+0.00buy
TWIN PEAKS WEALTH ADVISORS, LLC01+10.000.00+0.00buy
LSV ASSET MANAGEMENT45,20045,20000.010.01-0.00hold
Ameritas Investment Partners, Inc.1,1291,12900.000.00+0.00hold
HUTCHINSON CAPITAL MANAGEMENT/CA258,080258,08002.762.95+0.20hold
PHILADELPHIA TRUST CO9,8589,85800.040.04+0.00hold
FIRST UNITED BANK & TRUST2,2612,26100.040.05+0.00hold
JANUS HENDERSON GROUP PLC6,2006,20000.000.00+0.00hold
MOTCO58558500.000.00+0.00hold
State of Alaska, Department of Revenue60660600.000.00+0.00hold
SIGNATUREFD, LLC292900.000.00+0.00hold
BROWN, LISLE/CUMMINGS, INC.15015000.000.00+0.00hold
TCTC Holdings, LLC6,3036,30300.010.01-0.00hold
Modera Wealth Management, LLC7,2007,20000.010.01+0.00hold
Swiss National Bank26,60026,60000.000.00-0.00hold
Moors & Cabot, Inc.25,95825,95800.070.07-0.00hold
Baird Financial Group, Inc.12,89012,89000.000.00+0.00hold
KLP KAPITALFORVALTNING AS2,9002,90000.000.00+0.00hold
Ceeto Capital Group, LLC3,5363,53600.060.07+0.00hold
Steward Partners Investment Advisory, LLC40040000.000.00-0.00hold
HoldCo Asset Management, LP10,48010,48000.050.05-0.00hold
Pinnacle Wealth Planning Services, Inc.171700.000.00-0.00hold
HHM Wealth Advisors, LLC56056000.000.00-0.00hold
Graves Light Lenhart Wealth, Inc.3,2183,21800.020.02-0.00hold
Fortitude Family Office, LLC88388300.010.01-0.00hold
Cassaday & Co Wealth Management LLC4,3204,32000.010.01+0.00hold
Empower Advisory Group, LLC9,2399,23900.000.00-0.00hold
Susquehanna Portfolio Strategies, LLC4,6804,68000.000.00-0.00hold
Pathstone Holdings, LLC6,6266,62600.000.00+0.00hold
Police & Firemen's Retirement System of New Jersey3,7323,73200.000.00+0.00hold
Universal- Beteiligungs- und Servicegesellschaft mbH14,73414,73400.000.00+0.00hold
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