Institutional Ownership Bank Of Marin Bancorp (BMRC)
This table provides information about the institutional ownership of Bank Of Marin Bancorp (BMRC). We have compiled data on the 131 institutions that hold shares in the stock, with a total of 9.79 Million shares, which have been reported (via 13F filing form) to have a value of $243 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
440
shares
|
$10,942
0.01% of portfolio
|
Q3 2019
Added 100.0%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
439
shares
|
$10,917
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
417
shares
|
$10,370
0.0% of portfolio
|
Q1 2025
Added 19.48%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
287
shares
|
$7,137
0.0% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
273
shares
|
$6,789
0.0% of portfolio
|
Q1 2025
Added 97.83%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
273
shares
|
$6,789
0.0% of portfolio
|
Q1 2025
Reduced 46.89%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
237
shares
|
$5,894
0.0% of portfolio
|
Q2 2024
Added 930.43%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
228
shares
|
$5,670
0.0% of portfolio
|
Q1 2025
Added 94.87%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
221
shares
|
$5,496
0.0% of portfolio
|
Q2 2024
Added 380.43%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
190
shares
|
$4,725
0.0% of portfolio
|
Q1 2025
Reduced 97.75%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
185
shares
|
$4,600
0.0% of portfolio
|
Q2 2024
Added 51.64%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
174
shares
|
$4,327
0.0% of portfolio
|
Q1 2025
Reduced 30.95%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
173
shares
|
$4,302
0.0% of portfolio
|
Q1 2025
Added 517.86%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
168
shares
|
$4,178
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
116
shares
|
$2,884
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
85
shares
|
$2,113
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
68
shares
|
$1,691
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
62
shares
|
$1,541
0.0% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
50
shares
|
$1,243
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
35
shares
|
$870
0.0% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
24
shares
|
$596
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
20
shares
|
$497
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
18
shares
|
$447
0.0% of portfolio
|
Q2 2024
Reduced 14.29%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
15
shares
|
$373
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
10
shares
|
$248
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|