Congress Wealth Management LLC Northeast Bk Lewiston Me Com Transaction History

Congress Wealth Management LLC

$7.2 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	$34.11 - $38.96 $1.18 Million - $1.35 Million	-34,702 Closed	0 $0
Q4 2021 Feb 04, 2022	BUY	$32.2 - $37.06 $1.12 Million - $1.29 Million	34,702 New	34,702 $620,000

Others Institutions Holding NBN

# of Institutions

112

Shares Held

4.63M

Call Options Held

0

Put Options Held

0

Black Rock Inc. New York, NY

547K
Shares

$53.2 Million
0.0% of portfolio
Dimensional Fund Advisors LP Austin, TX

421K
Shares

$40.9 Million
0.01% of portfolio
Vanguard Group Inc Valley Forge, PA

364K
Shares

$35.4 Million
0.0% of portfolio
Wellington Management Group LLP Boston, MA

286K
Shares

$27.8 Million
0.0% of portfolio
Boston Partners Boston, MA

276K
Shares

$26.8 Million
0.03% of portfolio

About NORTHEAST BK LEWISTON ME COM

Ticker NBN
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 7,538,380
Market Cap $733M

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