Latest Institutional Transactions on Bank Of Marin Bancorp (BMRC)
This table provides information on the latest institutional transactions involving Bank Of Marin Bancorp (BMRC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Basswood Capital Management, L.L.C.
New York, NY |
BUY
|
- |
35.4K+ 38.45% |
$1.09M - $1.3M
|
128K
$2.83M
|
|
Feb 14, 2023
Q4 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
848New |
$26K - $31.1K
|
848
$18.8K
|
|
Feb 14, 2023
Q4 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-1.22K- 7.09% |
$37.5K - $44.8K
|
16K
$356K
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
885New |
$27.1K - $32.5K
|
885
$19.7K
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3+ 0.04% |
$92 - $110
|
7.03K
$156K
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
25.3KNew |
$776K - $928K
|
25.3K
$562K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
458New |
$14K - $16.8K
|
458
$10.2K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
13New |
$399 - $477
|
13
$289
|
|
Feb 10, 2023
Q4 2022
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
1.93K+ 24.27% |
$59.3K - $70.9K
|
9.9K
$220K
|
|
Feb 10, 2023
Q4 2022
|
Siena Capital Partners Gp, LLC
|
SELL
|
- |
-33.8KClosed |
$1.04M - $1.24M
|
0
$0
|
|
Feb 01, 2023
Q4 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-1.23K- 32.55% |
$37.8K - $45.2K
|
2.55K
$56.7K
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-8- 0.01% |
$245 - $294
|
63.5K
$1.41M
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-10.8K- 7.89% |
$330K - $395K
|
126K
$2.79M
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
7.97KNew |
$239K - $265K
|
7.97K
$177K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
6New |
$180 - $200
|
6
$133
|
|
Nov 07, 2022
Q3 2022
|
Pl Capital Advisors, LLC
Naples, FL |
SELL
|
- |
-58K- 94.56% |
$1.74M - $1.93M
|
3.34K
$74.1K
|
|
Q2 2022 | |||||||
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.79K- 69.76% |
$84.4K - $95.7K
|
1.21K
$26.8K
|
|
Aug 15, 2022
Q2 2022
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-10.9KClosed |
$330K - $374K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-10.9KClosed |
$332K - $376K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Banc Funds CO LLC
Chicago, IL |
SELL
|
- |
-21KClosed |
$636K - $721K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
20New |
$606 - $687
|
20
$444
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-2.85KClosed |
$86.5K - $98.1K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
7.21KNew |
$219K - $248K
|
7.21K
$160K
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
BUY
|
- |
7.78KNew |
$236K - $267K
|
7.78K
$173K
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
140KNew |
$4.25M - $4.81M
|
140K
$3.11M
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
322+ 4.9% |
$10.9K - $12.7K
|
6.89K
$153K
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
100+ 1.45% |
$3.4K - $3.96K
|
7.01K
$156K
|
|
May 16, 2022
Q1 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-5.6KClosed |
$190K - $222K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.76KClosed |
$196K - $228K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-6.37KClosed |
$217K - $252K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-5.57KClosed |
$189K - $220K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-8.31KClosed |
$282K - $329K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-26.1KClosed |
$886K - $1.03M
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-5.4KClosed |
$183K - $214K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-400Closed |
$13.8K - $15.7K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-3.98KClosed |
$138K - $156K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
2.3KNew |
$79.5K - $90K
|
2.3K
$51K
|
|
Feb 14, 2022
Q4 2021
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-16.4KClosed |
$567K - $642K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.16KClosed |
$40.1K - $45.4K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Winton Group LTD
London, X0 |
SELL
|
- |
-9.55KClosed |
$330K - $374K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Strs Ohio
|
SELL
|
- |
-900Closed |
$31.1K - $35.2K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
402+ 4.85% |
$12.5K - $15.4K
|
8.69K
$193K
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-9.78KClosed |
$305K - $375K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-8.54KClosed |
$267K - $327K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
8New |
$250 - $306
|
8
$178
|
|
Nov 12, 2021
Q3 2021
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
42KNew |
$1.31M - $1.61M
|
42K
$932K
|
|
Nov 10, 2021
Q3 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-6.57KClosed |
$205K - $252K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
6.76KNew |
$211K - $259K
|
6.76K
$150K
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
6New |
$187 - $230
|
6
$133
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
19.9KNew |
$621K - $763K
|
19.9K
$442K
|