A detailed history of Wealthspire Advisors, LLC transactions in Bank Of Marin Bancorp stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 22,026 shares of BMRC stock, worth $577,521. This represents 0.0% of its overall portfolio holdings.

Number of Shares
22,026
Previous 20,525 7.31%
Holding current value
$577,521
Previous $332,000 33.13%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$16.0 - $22.35 $24,016 - $33,547
1,501 Added 7.31%
22,026 $442,000
Q1 2024

May 06, 2024

BUY
$15.86 - $21.9 $69,784 - $96,360
4,400 Added 27.29%
20,525 $344,000
Q4 2023

Feb 06, 2024

BUY
$16.32 - $22.47 $263,160 - $362,328
16,125 New
16,125 $355,000

Others Institutions Holding BMRC

About Bank of Marin Bancorp


  • Ticker BMRC
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 16,029,000
  • Market Cap $420M
  • Description
  • Bank of Marin Bancorp operates as the holding company for Bank of Marin that provides a range of financial services primarily to small to medium-sized businesses, professionals, not-for-profit organizations, and individuals in California, the United States. It offers personal and business checking and savings accounts; and individual retirement,...
More about BMRC
Track This Portfolio

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.