Stock Transactions — BURKE HERBERT FINL SVCS CORP

Total Bought
345,199
53 transactions
Total Sold
137,669
33 transactions
Net
+207,530
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
Fourthstone LLC397,598454,526+56,9285.405.54+0.13buy
JPMORGAN CHASE & CO33,19964,526+31,3270.000.00+0.00buy
BlackRock, Inc.994,2901,025,252+30,9620.000.00+0.00buy
VANGUARD GROUP INC709,604732,163+22,5590.000.00+0.00buy
GOLDMAN SACHS GROUP INC43,61261,732+18,1200.000.00+0.00buy
MORGAN STANLEY52,65270,235+17,5830.000.00+0.00buy
Verdence Capital Advisors LLC51,50068,384+16,8840.250.34+0.09buy
STATE STREET CORP289,576305,852+16,2760.000.00+0.00buy
CITADEL ADVISORS LLC8,70020,333+11,6330.000.00+0.00buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP06,666+6,6660.000.00+0.00buy
BARCLAYS PLC22,22528,601+6,3760.000.00+0.00buy
D. E. Shaw & Co., Inc.5,67112,026+6,3550.000.00+0.00buy
NORTHERN TRUST CORP123,804130,117+6,3130.000.00-0.00buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC06,107+6,1070.000.00+0.00buy
BANK OF AMERICA CORP /DE/11,58617,518+5,9320.000.00+0.00buy
AMERICAN CENTURY COMPANIES INC19,64125,558+5,9170.000.00+0.00buy
Trexquant Investment LP05,890+5,8900.000.00+0.00buy
TRUIST FINANCIAL CORP05,451+5,4510.000.00+0.00buy
PRICE T ROWE ASSOCIATES INC /MD/4,5109,829+5,3190.000.00+0.00buy
Voleon Capital Management LP04,925+4,9250.000.02+0.02buy
UBS Group AG7,26012,050+4,7900.000.00+0.00buy
DELPHI MANAGEMENT INC /MA/04,540+4,5400.000.27+0.27buy
INTECH INVESTMENT MANAGEMENT LLC04,461+4,4610.000.00+0.00buy
BNP PARIBAS FINANCIAL MARKETS04,287+4,2870.000.00+0.00buy
DEUTSCHE BANK AG\6,46110,660+4,1990.000.00+0.00buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC16,48320,512+4,0290.000.00+0.00buy
AVENIR CORP03,900+3,9000.000.02+0.02buy
XTX Topco Ltd03,826+3,8260.000.02+0.02buy
ProShare Advisors LLC03,814+3,8140.000.00+0.00buy
Squarepoint Ops LLC03,496+3,4960.000.00+0.00buy
SG Americas Securities, LLC5,0677,591+2,5240.000.00+0.00buy
Invesco Ltd.3,5825,730+2,1480.000.00+0.00buy
Quadrature Capital Ltd12,30914,431+2,1220.020.02+0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC108,481110,559+2,0780.000.00+0.00buy
CITIGROUP INC9,93111,886+1,9550.000.00+0.00buy
WELLS FARGO & COMPANY/MN22,14923,402+1,2530.000.00+0.00buy
Tower Research Capital LLC (TRC)4111,347+9360.000.00+0.00buy
ROYAL BANK OF CANADA5,6206,438+8180.000.00+0.00buy
MetLife Investment Management, LLC7,6378,214+5770.000.00+0.00buy
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.7,1767,711+5350.000.00+0.00buy
Sterling Capital Management LLC46433+3870.000.00+0.00buy
RHUMBLINE ADVISERS18,20718,548+3410.000.00+0.00buy
Swiss National Bank26,10026,400+3000.000.00+0.00buy
OSAIC HOLDINGS, INC.4,2604,393+1330.000.00+0.00buy
FMR LLC682746+640.000.00+0.00buy
Jentner Corp5,5825,622+400.100.10-0.00buy
GAMMA Investing LLC744+370.000.00+0.00buy
Arizona State Retirement System3,8473,877+300.000.00-0.00buy
ROTHSCHILD INVESTMENT LLC020+200.000.00+0.00buy
US BANCORP \DE\015+150.000.00+0.00buy
Creative Planning014+140.000.00+0.00buy
FIRST TRUST ADVISORS LP9,0429,048+60.000.00-0.00buy
Russell Investments Group, Ltd.31,01831,019+10.000.00-0.00buy
Ameritas Investment Partners, Inc.1,3721,37200.000.00+0.00hold
ALLIANCEBERNSTEIN L.P.11,13611,13600.000.00+0.00hold
PHILADELPHIA TRUST CO9,8589,85800.040.05+0.00hold
FIRST UNITED BANK & TRUST1,1521,15200.030.03+0.00hold
NTV ASSET MANAGEMENT LLC5,2655,26500.040.04+0.00hold
MOTCO58558500.000.00+0.00hold
EMERALD MUTUAL FUND ADVISERS TRUST13,08013,08000.040.05+0.01hold
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, LLC6,2806,28000.000.00-0.00hold
Focus Partners Wealth5,1425,14200.000.00-0.00hold
NewEdge Advisors, LLC2200.000.00-0.00hold
IFP Advisors, Inc0000.000.00+0.00hold
Baird Financial Group, Inc.12,79012,79000.000.00+0.00hold
Ceeto Capital Group, LLC3,5363,53600.080.08+0.00hold
Steward Partners Investment Advisory, LLC40040000.000.00-0.00hold
HHM Wealth Advisors, LLC56056000.000.00-0.00hold
Fortitude Family Office, LLC93693600.020.02-0.00hold
Passive Capital Management, LLC.8,8688,86800.190.19+0.01hold
Cassaday & Co Wealth Management LLC4,3204,32000.010.01-0.00hold
Empower Advisory Group, LLC11,56011,56000.000.00+0.00hold
TIAA TRUST, NATIONAL ASSOCIATION4,1804,18000.000.00+0.00hold
FIFTH THIRD BANCORP21,87621,87600.000.00+0.00hold
FRANKLIN RESOURCES INC14,96814,96800.000.00+0.00hold
PNC FINANCIAL SERVICES GROUP, INC.88288200.000.00+0.00hold
STIFEL FINANCIAL CORP4,7554,75500.000.00+0.00hold
CITY HOLDING CO30230200.000.00+0.00hold
CONCOURSE FINANCIAL GROUP SECURITIES, INC.505000.000.00-0.00hold
Legal & General Group Plc12,85112,85100.000.00+0.00hold
NEW YORK STATE COMMON RETIREMENT FUND4,5274,52700.000.00+0.00hold
AMALGAMATED BANK42442400.000.00-0.00hold
NISA INVESTMENT ADVISORS, LLC121200.000.00-0.00hold
BURNEY CO/4,8164,81600.010.01+0.00hold
Arax Advisory Partners183180-30.000.00-0.00sell
EARNED WEALTH ADVISORS, LLC100-100.000.00-0.00sell
CWM, LLC8061-190.000.00-0.00sell
Cambridge Investment Research Advisors, Inc.12,42012,400-200.000.00+0.00sell
FEDERATED HERMES, INC.771732-390.000.00-0.00sell
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM12,80212,722-800.000.00+0.00sell
MANUFACTURERS LIFE INSURANCE COMPANY, THE4,9684,883-850.000.00-0.00sell
Pinnacle Holdings, LLC43,38443,292-921.031.02-0.01sell
VOYA INVESTMENT MANAGEMENT LLC4,5294,301-2280.000.00-0.00sell
Wealthspire Advisors, LLC6,0475,806-2410.000.00-0.00sell
Mariner, LLC7,7267,478-2480.000.00-0.00sell
EJF Capital LLC60,46460,158-3062.452.58+0.12sell
GEODE CAPITAL MANAGEMENT, LLC306,243305,887-3560.000.00-0.00sell
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