Institutional Ownership Blue Ridge Bankshares, Inc. (BRBS)
This table provides information about the institutional ownership of Blue Ridge Bankshares, Inc. (BRBS). We have compiled data on the 75 institutions that hold shares in the stock, with a total of 21.3 Million shares, which have been reported (via 13F filing form) to have a value of $74.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
10,816
shares
|
$37,639
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
10,721
shares
|
$37,309
0.0% of portfolio
|
Q3 2024
Reduced 15.72%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
6,451
shares
|
$22,449
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
3,600
shares
|
$12,528
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
3,431
shares
|
$11,939
0.0% of portfolio
|
Q3 2024
Reduced 86.37%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
3,420
shares
|
$11,901
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
2,500
shares
|
$8,700
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
2,000
shares
|
$6,960
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
1,892
shares
|
$6,584
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
1,609
shares
|
$5,599
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
1,012
shares
|
$3,521
0.0% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
931
shares
|
$3,239
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
859
shares
|
$2,989
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
496
shares
|
$1,726
0.0% of portfolio
|
Q3 2024
Reduced 91.69%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
442
shares
|
$1,538
0.0% of portfolio
|
Q1 2024
Added 1628.96%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
361
shares
|
$1,256
0.0% of portfolio
|
Q3 2024
Reduced 63.28%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
336
shares
|
$1,169
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
209
shares
|
$727
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
192
shares
|
$668
0.0% of portfolio
|
Q3 2024
Reduced 95.46%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
192
shares
|
$668
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
111
shares
|
$386
0.0% of portfolio
|
Q3 2024
Added 516.67%
|
|
|
Piper Sandler & Co.
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
82
shares
|
$285
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
7
shares
|
$24
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|