Stock Transactions — BURKE HERBERT FINL SVCS CORP

Total Bought
477,828
60 transactions
Total Sold
333,325
60 transactions
Net
+144,503
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
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Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
AMERICAN CENTURY COMPANIES INC201,700271,716+70,0160.010.01+0.00buy
GOLDMAN SACHS GROUP INC97,485164,263+66,7780.000.00+0.00buy
BRIDGEWAY CAPITAL MANAGEMENT, LLC24,34781,653+57,3060.030.11+0.07buy
DIMENSIONAL FUND ADVISORS LP281,964317,991+36,0270.000.00+0.00buy
MORGAN STANLEY61,54397,362+35,8190.000.00+0.00buy
Empowered Funds, LLC20,74746,053+25,3060.010.02+0.01buy
ENDEAVOUR CAPITAL ADVISORS INC102,722125,323+22,6011.922.17+0.26buy
Bank of New York Mellon Corp70,29889,584+19,2860.000.00+0.00buy
VANGUARD GROUP INC765,442779,800+14,3580.000.00-0.00buy
BNP PARIBAS FINANCIAL MARKETS17,85628,496+10,6400.000.00+0.00buy
HSBC HOLDINGS PLC010,056+10,0560.000.00+0.00buy
AQR CAPITAL MANAGEMENT LLC64,81774,551+9,7340.000.00-0.00buy
Brandywine Global Investment Management, LLC09,150+9,1500.000.00+0.00buy
&PARTNERS08,000+8,0000.000.00+0.00buy
ALLIANCEBERNSTEIN L.P.37,61645,016+7,4000.000.00+0.00buy
MILLENNIUM MANAGEMENT LLC07,290+7,2900.000.00+0.00buy
BlackRock, Inc.973,258980,249+6,9910.000.00-0.00buy
Brooklyn Investment Group05,796+5,7960.000.02+0.02buy
Sterling Capital Management LLC9326,482+5,5500.000.01+0.01buy
AVENIR CORP04,980+4,9800.000.03+0.03buy
WELLS FARGO & COMPANY/MN25,45329,842+4,3890.000.00+0.00buy
LSV ASSET MANAGEMENT40,90045,200+4,3000.010.01+0.00buy
Quantinno Capital Management LP4,1428,289+4,1470.000.00+0.00buy
BARCLAYS PLC24,96128,392+3,4310.000.00+0.00buy
Graves Light Lenhart Wealth, Inc.03,218+3,2180.000.02+0.02buy
AMERIPRISE FINANCIAL INC12,80215,463+2,6610.000.00+0.00buy
PRICE T ROWE ASSOCIATES INC /MD/12,25614,874+2,6180.000.00+0.00buy
Verition Fund Management LLC5,4238,030+2,6070.000.00+0.00buy
Voleon Capital Management LP9,65112,218+2,5670.010.02+0.00buy
FMR LLC8,48710,785+2,2980.000.00+0.00buy
Invesco Ltd.14,56816,388+1,8200.000.00-0.00buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC16,63218,173+1,5410.000.00+0.00buy
JPMORGAN CHASE & CO55,18456,434+1,2500.000.00+0.00buy
Legal & General Group Plc13,38914,420+1,0310.000.00+0.00buy
IEQ CAPITAL, LLC6,8697,898+1,0290.000.00+0.00buy
DEUTSCHE BANK AG\10,80511,677+8720.000.00+0.00buy
CWM, LLC4,3705,128+7580.000.00+0.00buy
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC104,944105,644+7000.020.02-0.00buy
AlphaQuest LLC3,6044,254+6500.010.01+0.00buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM12,72313,329+6060.000.00+0.00buy
Swiss National Bank26,10026,600+5000.000.00+0.00buy
Kestra Advisory Services, LLC0487+4870.000.00+0.00buy
KLP KAPITALFORVALTNING AS2,5002,900+4000.000.00+0.00buy
Smartleaf Asset Management LLC1199+1980.000.00+0.00buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC13,50213,636+1340.000.00-0.00buy
LOS ANGELES CAPITAL MANAGEMENT LLC064+640.000.00+0.00buy
ALPS ADVISORS INC7,4107,472+620.000.00+0.00buy
IFP Advisors, Inc80132+520.000.00+0.00buy
Farther Finance Advisors, LLC052+520.000.00+0.00buy
Quarry LP854+460.000.00+0.00buy
Beacon Pointe Advisors, LLC5,7615,805+440.000.00-0.00buy
NewEdge Advisors, LLC131170+390.000.00+0.00buy
Wealthspire Advisors, LLC4,5104,548+380.000.00+0.00buy
Universal- Beteiligungs- und Servicegesellschaft mbH14,70014,734+340.000.00-0.00buy
Focus Partners Wealth6,3796,409+300.000.00-0.00buy
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO029+290.000.00+0.00buy
Pinnacle Wealth Planning Services, Inc.017+170.000.00+0.00buy
ROTHSCHILD INVESTMENT LLC3045+150.000.00+0.00buy
MAI Capital Management08+80.000.00+0.00buy
Sunbelt Securities, Inc.35+20.000.00+0.00buy
Ameritas Investment Partners, Inc.1,1291,12900.000.00+0.00hold
HUTCHINSON CAPITAL MANAGEMENT/CA258,080258,08002.762.76+0.00hold
PHILADELPHIA TRUST CO9,8589,85800.040.04-0.00hold
FIRST UNITED BANK & TRUST2,2612,26100.050.04-0.00hold
JANUS HENDERSON GROUP PLC6,2006,20000.000.00-0.00hold
NTV ASSET MANAGEMENT LLC4,9964,99600.030.03-0.00hold
MOTCO58558500.000.00+0.00hold
State of Alaska, Department of Revenue60660600.000.00+0.00hold
Pinnacle Holdings, LLC43,28943,28900.930.91-0.02hold
Cambridge Investment Research Advisors, Inc.17,90017,90000.000.00-0.00hold
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
Modera Wealth Management, LLC7,2007,20000.010.01+0.00hold
Moors & Cabot, Inc.25,95825,95800.070.07-0.00hold
Baird Financial Group, Inc.12,89012,89000.000.00-0.00hold
Russell Investments Group, Ltd.27,17927,17900.000.00-0.00hold
Ceeto Capital Group, LLC3,5363,53600.060.06+0.00hold
Steward Partners Investment Advisory, LLC40040000.000.00-0.00hold
HoldCo Asset Management, LP10,48010,48000.070.05-0.02hold
HHM Wealth Advisors, LLC56056000.000.00+0.00hold
Optiver Holding B.V.848400.000.00+0.00hold
Passive Capital Management, LLC.8,7158,71500.180.17-0.01hold
Cassaday & Co Wealth Management LLC4,3204,32000.010.01-0.00hold
Empower Advisory Group, LLC9,2399,23900.000.00-0.00hold
Police & Firemen's Retirement System of New Jersey3,7323,73200.000.00+0.00hold
LOWE BROCKENBROUGH & CO INC3,5003,50000.010.01-0.00hold
SEI INVESTMENTS CO3,4223,42200.000.00-0.00hold
FIFTH THIRD BANCORP21,87621,87600.000.00+0.00hold
FRANKLIN RESOURCES INC14,96814,96800.000.00-0.00hold
PNC FINANCIAL SERVICES GROUP, INC.2,2022,20200.000.00-0.00hold
STIFEL FINANCIAL CORP4,7554,75500.000.00-0.00hold
CITY HOLDING CO30230200.000.00-0.00hold
NEW YORK STATE COMMON RETIREMENT FUND4,5274,52700.000.00+0.00hold
JONES FINANCIAL COMPANIES LLLP121200.000.00-0.00hold
STRS OHIO2,6002,60000.000.00+0.00hold
DAVENPORT & Co LLC6,3546,35400.000.00+0.00hold
NISA INVESTMENT ADVISORS, LLC141400.000.00-0.00hold
SBI Securities Co., Ltd.21-10.000.00-0.00sell
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