Latest Institutional Transactions on Sierra Bancorp (BSRR)
This table provides information on the latest institutional transactions involving Sierra Bancorp (BSRR) 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 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-4.82K- 8.17% |
$83.6K - $110K
|
54.1K
$1.57M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-600- 50.46% |
$10.4K - $13.7K
|
589
$17.1K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-226- 16.84% |
$3.76K - $5.02K
|
1.12K
$32.4K
|
|
|
Nov 13, 2023
Q3 2023
|
M3 F, Inc.
Salt Lake City, UT |
SELL
|
- |
-106K- 75.04% |
$1.76M - $2.35M
|
35.2K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
108New |
$1.8K - $2.4K
|
108
$3.13K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
75New |
$1.25K - $1.67K
|
75
$2.18K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
54New |
$899 - $1.2K
|
54
$1.57K
|
|
| Q2 2023 | |||||||
|
Aug 22, 2023
Q2 2023
|
Comerica Bank
|
BUY
|
- |
31.1KNew |
$479K - $570K
|
31.1K
$903K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-396- 2.46% |
$6.09K - $7.25K
|
15.7K
$457K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
40+ 28.57% |
$615 - $733
|
180
$5.22K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
48New |
$738 - $879
|
48
$1.39K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
51.3KNew |
$788K - $939K
|
51.3K
$1.49M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
17+ 154.55% |
$261 - $311
|
28
$813
|
|
| Q1 2023 | |||||||
|
Dec 18, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
381New |
$6.53K - $8.31K
|
381
$11.1K
|
|
|
May 16, 2023
Q1 2023
|
Bhz Capital Management, LP
San Jose, CA |
SELL
|
- |
-24.3K- 17.53% |
$417K - $531K
|
114K
$3.32M
|
|
|
May 15, 2023
Q1 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
16.2KNew |
$277K - $352K
|
16.2K
$469K
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
10.3KNew |
$177K - $226K
|
10.3K
$300K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
359New |
$6.15K - $7.83K
|
359
$10.4K
|
|
|
May 09, 2023
Q1 2023
|
Seizert Capital Partners, LLC
|
BUY
|
- |
46.1K+ 41.39% |
$790K - $1.01M
|
158K
$4.57M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.62KNew |
$44.9K - $57.1K
|
2.62K
$76K
|
|
|
Apr 21, 2023
Q1 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-1.59K- 10.56% |
$27.2K - $34.7K
|
13.5K
$391K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
105KNew |
$2.09M - $2.34M
|
105K
$3.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-75- 98.68% |
$1.5K - $1.68K
|
1
$29
|
|
|
Feb 02, 2023
Q4 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
13.2KNew |
$264K - $296K
|
13.2K
$383K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
69New |
$1.36K - $1.57K
|
69
$2K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.2K+ 8.93% |
$23.7K - $27.4K
|
14.6K
$425K
|
|
| Q2 2022 | |||||||
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1- 2.94% |
$20.9 - $25
|
33
$958
|
|
|
Aug 15, 2022
Q2 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.44K+ 10.12% |
$30.1K - $35.9K
|
15.6K
$454K
|
|
|
Aug 15, 2022
Q2 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-10.4KClosed |
$219K - $261K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-14.7K- 61.24% |
$307K - $366K
|
9.28K
$269K
|
|
|
Aug 15, 2022
Q2 2022
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-35.1K- 14.52% |
$735K - $876K
|
207K
$6M
|
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-23.3KClosed |
$487K - $581K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Walthausen & Co., LLC
Malta, NY |
SELL
|
- |
-25.3K- 33.38% |
$529K - $631K
|
50.5K
$1.46M
|
|
|
Aug 12, 2022
Q2 2022
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-8.7KClosed |
$182K - $217K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-7K- 72.92% |
$146K - $175K
|
2.6K
$75.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-13.6KClosed |
$285K - $340K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-2Closed |
$41.8 - $49.9
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
765New |
$16K - $19.1K
|
765
$22.2K
|
|
|
Jul 19, 2022
Q2 2022
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-12.1KClosed |
$254K - $303K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.05KClosed |
$189K - $226K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Basswood Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-97.6KClosed |
$2.44M - $2.79M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-100Closed |
$2.5K - $2.86K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-8.93KClosed |
$223K - $256K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-4KClosed |
$99.9K - $115K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
210New |
$5.08K - $5.84K
|
210
$6.09K
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
12.3KNew |
$298K - $342K
|
12.3K
$358K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-41.6KClosed |
$1.01M - $1.16M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Winton Group LTD
London, X0 |
SELL
|
- |
-14KClosed |
$339K - $390K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-603Closed |
$14.6K - $16.8K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 14, 2022
Q3 2021
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
41.1KNew |
$928K - $1.05M
|
41.1K
$1.19M
|
|