Stock TransactionsBURKE HERBERT FINL SVCS CORP COM

Total Bought
2,460,775
137 transactions
Total Sold
457,832
35 transactions
Net
+2,002,943
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
ALLIANCEBERNSTEIN L.P.45,416325,388+279,9720.000.01+0.01buy
BlackRock, Inc.982,7591,218,420+235,6610.000.00+0.00buy
ENDEAVOUR CAPITAL ADVISORS INC305,189459,176+153,9874.316.77+2.46buy
AMERICAN CENTURY COMPANIES INC342,469489,212+146,7430.010.02+0.00buy
Sixth Street Partners Management Company, L.P.0138,438+138,4380.000.00+0.00buy
CITADEL ADVISORS LLC9,096125,036+115,9400.000.01+0.00buy
DIMENSIONAL FUND ADVISORS LP367,948452,257+84,3090.000.01+0.00buy
CSM Advisors, LLC082,740+82,7400.000.13+0.13buy
GEODE CAPITAL MANAGEMENT, LLC379,643462,137+82,4940.000.00+0.00buy
BANC FUNDS CO LLC082,374+82,3740.000.98+0.98buy
JUPITER ASSET MANAGEMENT LTD064,238+64,2380.000.02+0.02buy
Stieven Capital Advisors, L.P.063,940+63,9400.000.88+0.88buy
Numerai GP LLC055,003+55,0030.000.32+0.32buy
TWO SIGMA INVESTMENTS, LP47,28596,630+49,3450.000.01+0.00buy
JPMORGAN CHASE & CO38,46084,287+45,8270.000.00+0.00buy
SEGALL BRYANT & HAMILL, LLC042,189+42,1890.000.04+0.04buy
HRT FINANCIAL LP038,922+38,9220.000.01+0.01buy
NORTHERN TRUST CORP118,697151,090+32,3930.000.00+0.00buy
Kestra Advisory Services, LLC031,620+31,6200.000.01+0.01buy
Voleon Capital Management LP11,13237,464+26,3320.010.05+0.03buy
Qube Research & Technologies Ltd026,047+26,0470.000.00+0.00buy
RENAISSANCE TECHNOLOGIES LLC020,965+20,9650.000.00+0.00buy
Rosenthal {-} Henry Capital Advisors, Inc.020,895+20,8950.001.31+1.31buy
XTX Topco Ltd12,75032,737+19,9870.010.03+0.02buy
Nuveen, LLC21,61439,512+17,8980.000.00+0.00buy
Bank of New York Mellon Corp88,129105,134+17,0050.000.00+0.00buy
MILLENNIUM MANAGEMENT LLC8,36524,609+16,2440.000.00+0.00buy
Enhancing Capital LLC015,508+15,5080.000.77+0.77buy
FIRST TRUST ADVISORS LP9,89724,768+14,8710.000.00+0.00buy
NATIXIS ADVISORS, LLC014,708+14,7080.000.00+0.00buy
SALZHAUER MICHAEL5,78320,219+14,4360.170.53+0.36buy
BNP PARIBAS FINANCIAL MARKETS38,37252,416+14,0440.000.00+0.00buy
BALYASNY ASSET MANAGEMENT L.P.013,576+13,5760.000.00+0.00buy
Wealth Management Associates, Inc.013,369+13,3690.000.27+0.27buy
BROWN ADVISORY INC013,200+13,2000.000.00+0.00buy
BRIDGEWAY CAPITAL MANAGEMENT, LLC102,880116,041+13,1610.130.15+0.02buy
Select Asset Management & Trust010,831+10,8310.000.22+0.22buy
Quantinno Capital Management LP9,43920,176+10,7370.000.00+0.00buy
Quadrature Capital Ltd7,51717,974+10,4570.010.01+0.01buy
Wealthspire Advisors, LLC4,75713,655+8,8980.000.01+0.00buy
Passive Capital Management, LLC.08,715+8,7150.000.17+0.17buy
VOLORIDGE INVESTMENT MANAGEMENT, LLC08,711+8,7110.000.00+0.00buy
J.W. COLE ADVISORS, INC.08,483+8,4830.000.01+0.01buy
Summit Trail Advisors, LLC08,268+8,2680.000.01+0.01buy
CITIGROUP INC10,00018,186+8,1860.000.00+0.00buy
Schonfeld Strategic Advisors LLC08,133+8,1330.000.00+0.00buy
D. E. Shaw & Co., Inc.18,59626,599+8,0030.000.00+0.00buy
ExodusPoint Capital Management, LP07,923+7,9230.000.01+0.01buy
WELLS FARGO & COMPANY/MN19,79727,658+7,8610.000.00+0.00buy
Jain Global LLC07,726+7,7260.000.01+0.01buy
LifeGuide Financial Advisors, LLC07,540+7,5400.000.15+0.15buy
MANGROVE PARTNERS IM, LLC3,69211,034+7,3420.020.05+0.03buy
Russell Investments Group, Ltd.27,10734,400+7,2930.000.00+0.00buy
AIGEN INVESTMENT MANAGEMENT, LP06,931+6,9310.000.14+0.14buy
LS Investment Advisors, LLC06,856+6,8560.000.07+0.07buy
CAPTRUST FINANCIAL ADVISORS06,714+6,7140.000.00+0.00buy
Swiss National Bank26,60033,300+6,7000.000.00+0.00buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM13,22819,752+6,5240.000.00+0.00buy
AQR CAPITAL MANAGEMENT LLC57,42763,604+6,1770.000.00-0.00buy
OSAIC HOLDINGS, INC.3,8949,974+6,0800.000.00+0.00buy
RHUMBLINE ADVISERS14,69320,532+5,8390.000.00+0.00buy
Sequoia Financial Advisors, LLC05,664+5,6640.000.00+0.00buy
Creative Planning05,601+5,6010.000.00+0.00buy
BARCLAYS PLC15,72821,230+5,5020.000.00+0.00buy
SG Americas Securities, LLC3,4648,912+5,4480.000.00+0.00buy
BANK OF AMERICA CORP /DE/32,18837,570+5,3820.000.00+0.00buy
FIDELITY D & D BANCORP INC05,227+5,2270.000.13+0.13buy
Freestone Grove Partners LP05,067+5,0670.000.00+0.00buy
Corient Private Wealth LLC05,009+5,0090.000.00+0.00buy
Brevan Howard Capital Management LP04,872+4,8720.000.00+0.00buy
PRICE T ROWE ASSOCIATES INC /MD/18,12222,981+4,8590.000.00+0.00buy
O'SHAUGHNESSY ASSET MANAGEMENT, LLC04,668+4,6680.000.00+0.00buy
Legal & General Group Plc11,60816,074+4,4660.000.00+0.00buy
Atom Investors LP04,427+4,4270.000.03+0.03buy
RITHOLTZ WEALTH MANAGEMENT04,329+4,3290.000.00+0.00buy
Empowered Funds, LLC67,28071,532+4,2520.030.03+0.00buy
COMMONWEALTH EQUITY SERVICES, LLC04,129+4,1290.000.00+0.00buy
Cetera Investment Advisers04,109+4,1090.000.00+0.00buy
Cambridge Investment Research Advisors, Inc.18,17622,199+4,0230.000.00+0.00buy
Bernardo Wealth Planning LLC03,858+3,8580.000.05+0.05buy
Pacific Ridge Capital Partners, LLC5,6509,203+3,5530.080.12+0.04buy
Mariner, LLC3,5507,066+3,5160.000.00+0.00buy
Virtu Financial LLC03,478+3,4780.000.01+0.01buy
VOYA INVESTMENT MANAGEMENT LLC03,236+3,2360.000.00+0.00buy
UBS Group AG44,15947,336+3,1770.000.00+0.00buy
Pictet Asset Management Holding SA02,978+2,9780.000.00+0.00buy
Stonebridge Financial Group, LLC02,818+2,8180.000.02+0.02buy
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC101,644104,444+2,8000.020.02+0.00buy
Aquatic Capital Management LLC2,2694,555+2,2860.000.01+0.01buy
RAYMOND JAMES FINANCIAL INC12,40214,665+2,2630.000.00+0.00buy
NEW YORK STATE COMMON RETIREMENT FUND4,5276,459+1,9320.000.00+0.00buy
LPL Financial LLC6,5708,362+1,7920.000.00+0.00buy
MetLife Investment Management, LLC7,7049,489+1,7850.000.00+0.00buy
Rafferty Asset Management, LLC8,55210,222+1,6700.000.00-0.00buy
NEW YORK STATE TEACHERS RETIREMENT SYSTEM01,494+1,4940.000.00+0.00buy
Larson Financial Group LLC21,457+1,4550.000.00+0.00buy
FEDERATED HERMES, INC.01,395+1,3950.000.00+0.00buy
PRINCIPAL FINANCIAL GROUP INC16,66417,766+1,1020.000.00+0.00buy
ROYAL BANK OF CANADA4,7155,787+1,0720.000.00+0.00buy
HUTCHINSON CAPITAL MANAGEMENT/CA258,080259,080+1,0002.953.19+0.24buy
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