Institutional Ownership Bar Harbor Bankshares (BHB)
This table provides information about the institutional ownership of Bar Harbor Bankshares (BHB). We have compiled data on the 148 institutions that hold shares in the stock, with a total of 7.81 Million shares, which have been reported (via 13F filing form) to have a value of $246 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
431
shares
|
$13,580
0.0% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
303
shares
|
$9,547
0.0% of portfolio
|
Q1 2025
Reduced 94.07%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
270
shares
|
$8,507
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
258
shares
|
$8,129
0.0% of portfolio
|
Q1 2025
Reduced 46.14%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
225
shares
|
$7,089
0.0% of portfolio
|
Q1 2025
Added 1507.14%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
144
shares
|
$4,537
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
137
shares
|
$4,316
0.0% of portfolio
|
Q1 2024
Reduced 89.69%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
99
shares
|
$3,119
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
96
shares
|
$3,024
0.0% of portfolio
|
Q1 2025
Reduced 20.66%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
85
shares
|
$2,678
0.0% of portfolio
|
Q2 2025
Reduced 39.29%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
59
shares
|
$1,859
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
46
shares
|
$1,449
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
42
shares
|
$1,323
0.0% of portfolio
|
Q1 2025
Added 27.27%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
30
shares
|
$945
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
18
shares
|
$567
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
12
shares
|
$378
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
6
shares
|
$189
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
4
shares
|
$126
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
3
shares
|
$94
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|