Stock Transactions — BURKE HERBERT FINL SVCS CORP

Total Bought
640,250
87 transactions
Total Sold
296,929
45 transactions
Net
+343,321
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
AMERICAN CENTURY COMPANIES INC122,649201,700+79,0510.000.01+0.00buy
AQR CAPITAL MANAGEMENT LLC15,98864,817+48,8290.000.00+0.00buy
GOLDMAN SACHS GROUP INC50,44497,485+47,0410.000.00+0.00buy
ENDEAVOUR CAPITAL ADVISORS INC61,913102,722+40,8091.271.92+0.64buy
STATE STREET CORP344,866383,538+38,6720.000.00+0.00buy
GEODE CAPITAL MANAGEMENT, LLC337,425374,096+36,6710.000.00+0.00buy
LSV ASSET MANAGEMENT16,20040,900+24,7000.000.01+0.00buy
BRIDGEWAY CAPITAL MANAGEMENT, LLC024,347+24,3470.000.03+0.03buy
Fourthstone LLC113,508137,761+24,2531.331.52+0.19buy
MERCER GLOBAL ADVISORS INC /ADV021,973+21,9730.000.00+0.00buy
ALLIANCEBERNSTEIN L.P.15,91637,616+21,7000.000.00+0.00buy
Empowered Funds, LLC020,747+20,7470.000.01+0.01buy
Brookstone Capital Management017,856+17,8560.000.01+0.01buy
TEACHER RETIREMENT SYSTEM OF TEXAS013,541+13,5410.000.00+0.00buy
TWO SIGMA INVESTMENTS, LP24,47936,305+11,8260.000.00+0.00buy
MORGAN STANLEY49,90161,543+11,6420.000.00+0.00buy
UBS Group AG29,31639,474+10,1580.000.00+0.00buy
CITADEL ADVISORS LLC08,388+8,3880.000.00+0.00buy
ALPS ADVISORS INC07,410+7,4100.000.00+0.00buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC6,60013,502+6,9020.000.00+0.00buy
IEQ CAPITAL, LLC06,869+6,8690.000.00+0.00buy
DAVENPORT & Co LLC06,354+6,3540.000.00+0.00buy
Y-Intercept (Hong Kong) Ltd06,256+6,2560.000.01+0.01buy
Susquehanna Portfolio Strategies, LLC06,238+6,2380.000.01+0.01buy
JANUS HENDERSON GROUP PLC06,200+6,2000.000.00+0.00buy
Beacon Pointe Advisors, LLC05,761+5,7610.000.00+0.00buy
JPMORGAN CHASE & CO49,51155,184+5,6730.000.00+0.00buy
TWO SIGMA ADVISERS, LP4,81610,116+5,3000.000.00+0.00buy
SG Americas Securities, LLC2,9188,113+5,1950.000.00+0.00buy
Rafferty Asset Management, LLC5,68710,713+5,0260.000.00+0.00buy
BNP PARIBAS FINANCIAL MARKETS13,68817,856+4,1680.000.00+0.00buy
Quantinno Capital Management LP04,142+4,1420.000.00+0.00buy
Point72 Asset Management, L.P.4,1638,146+3,9830.000.00+0.00buy
Jump Financial, LLC03,704+3,7040.000.00+0.00buy
VANGUARD GROUP INC761,826765,442+3,6160.000.00-0.00buy
CWM, LLC8414,370+3,5290.000.00+0.00buy
Quadrature Capital Ltd03,251+3,2510.000.00+0.00buy
BANK OF AMERICA CORP /DE/17,72820,727+2,9990.000.00+0.00buy
Voleon Capital Management LP6,9549,651+2,6970.020.01-0.01buy
STRS OHIO02,600+2,6000.000.00+0.00buy
Invesco Ltd.12,10714,568+2,4610.000.00+0.00buy
Trexquant Investment LP9,24311,208+1,9650.010.01+0.00buy
Aquatic Capital Management LLC01,900+1,9000.000.00+0.00buy
DEUTSCHE BANK AG\8,97310,805+1,8320.000.00+0.00buy
CITIGROUP INC9,10810,889+1,7810.000.00+0.00buy
JANE STREET GROUP, LLC9,72611,347+1,6210.000.00-0.00buy
Arax Advisory Partners01,578+1,5780.000.00+0.00buy
Mariner, LLC6,0027,497+1,4950.000.00+0.00buy
Verition Fund Management LLC3,9605,423+1,4630.000.00+0.00buy
WELLS FARGO & COMPANY/MN24,06425,453+1,3890.000.00+0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC109,876111,210+1,3340.000.00-0.00buy
Bank of New York Mellon Corp69,09270,298+1,2060.000.00-0.00buy
Focus Partners Wealth5,2176,379+1,1620.000.00-0.00buy
Russell Investments Group, Ltd.26,06027,179+1,1190.000.00-0.00buy
FIRST UNITED BANK & TRUST1,1522,261+1,1090.020.05+0.02buy
HUTCHINSON CAPITAL MANAGEMENT/CA257,080258,080+1,0002.802.76-0.05buy
Cambridge Investment Research Advisors, Inc.16,90017,900+1,0000.000.00-0.00buy
Modera Wealth Management, LLC6,2007,200+1,0000.000.01+0.00buy
Police & Firemen's Retirement System of New Jersey2,9423,732+7900.000.00+0.00buy
State of Alaska, Department of Revenue0606+6060.000.00+0.00buy
Sterling Capital Management LLC363932+5690.000.00+0.00buy
PRICE T ROWE ASSOCIATES INC /MD/11,74712,256+5090.000.00+0.00buy
EJF Capital LLC49,40249,850+4482.351.79-0.56buy
Versant Capital Management, Inc0138+1380.000.00+0.00buy
Baird Financial Group, Inc.12,79012,890+1000.000.00-0.00buy
Optiver Holding B.V.084+840.000.00+0.00buy
Allworth Financial LP382+790.000.00+0.00buy
Arizona State Retirement System3,9123,989+770.000.00-0.00buy
OSAIC HOLDINGS, INC.4,4434,506+630.000.00-0.00buy
Pathstone Holdings, LLC6,6266,673+470.000.00+0.00buy
EverSource Wealth Advisors, LLC301343+420.000.00+0.00buy
Wealthspire Advisors, LLC4,4724,510+380.000.00-0.00buy
FMR LLC8,4518,487+360.000.00-0.00buy
GAMMA Investing LLC6694+280.000.00+0.00buy
Clearstead Advisors, LLC3357+240.000.00+0.00buy
ROTHSCHILD INVESTMENT LLC1030+200.000.00+0.00buy
True Wealth Design, LLC1128+170.000.00+0.00buy
IFP Advisors, Inc6880+120.000.00+0.00buy
Covestor Ltd2634+80.000.00-0.00buy
Quarry LP08+80.000.00+0.00buy
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC4,0324,036+40.030.03-0.00buy
Sunbelt Securities, Inc.03+30.000.00+0.00buy
Larson Financial Group LLC02+20.000.00+0.00buy
SBI Securities Co., Ltd.02+20.000.00+0.00buy
NISA INVESTMENT ADVISORS, LLC1214+20.000.00+0.00buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM12,72212,723+10.000.00-0.00buy
Smartleaf Asset Management LLC01+10.000.00+0.00buy
PHILADELPHIA TRUST CO9,8589,85800.050.04-0.00hold
MOTCO58558500.000.00+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
MetLife Investment Management, LLC8,0038,00300.000.00-0.00hold
Swiss National Bank26,10026,10000.000.00+0.00hold
KLP KAPITALFORVALTNING AS2,5002,50000.000.00-0.00hold
Ceeto Capital Group, LLC3,5363,53600.070.06-0.01hold
Steward Partners Investment Advisory, LLC40040000.000.00-0.00hold
HoldCo Asset Management, LP10,48010,48000.100.07-0.03hold
HHM Wealth Advisors, LLC56056000.000.00+0.00hold
Fortitude Family Office, LLC93593500.020.02-0.00hold
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