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 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
105KNew |
$2.09M - $2.34M
|
105K
$3.3M
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-75- 98.68% |
$1.5K - $1.68K
|
1
$31.6
|
|
Feb 02, 2023
Q4 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
13.2KNew |
$264K - $296K
|
13.2K
$416K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
69New |
$1.36K - $1.57K
|
69
$2.18K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.2K+ 8.93% |
$23.7K - $27.4K
|
14.6K
$462K
|
|
Q2 2022 | |||||||
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1- 2.94% |
$20.9 - $25
|
33
$1.04K
|
|
Aug 15, 2022
Q2 2022
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-35.1K- 14.52% |
$735K - $876K
|
207K
$6.52M
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-23.3KClosed |
$487K - $581K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.44K+ 10.12% |
$30.1K - $35.9K
|
15.6K
$494K
|
|
Aug 15, 2022
Q2 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-14.7K- 61.24% |
$307K - $366K
|
9.28K
$293K
|
|
Aug 12, 2022
Q2 2022
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-8.7KClosed |
$182K - $217K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Walthausen & Co., LLC
Malta, NY |
SELL
|
- |
-25.3K- 33.38% |
$529K - $631K
|
50.5K
$1.59M
|
|
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 11, 2022
Q2 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-7K- 72.92% |
$146K - $175K
|
2.6K
$82K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
765New |
$16K - $19.1K
|
765
$24.1K
|
|
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 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 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-41.6KClosed |
$1.01M - $1.16M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
12.3KNew |
$298K - $342K
|
12.3K
$389K
|
|
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
$1.3M
|
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-22.4KClosed |
$506K - $573K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 20, 2021
Q2 2021
|
Denali Advisors LLC
|
SELL
|
- |
-1.36KClosed |
$33.2K - $38.5K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-27.9KClosed |
$680K - $789K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-12.1KClosed |
$295K - $343K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
New York State Teachers Retirement System
|
SELL
|
- |
-1.2KClosed |
$29.3K - $34K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Wedge Capital Management L L P
|
SELL
|
- |
-19.2KClosed |
$469K - $545K
|
0
$0
|
|
Q1 2021 | |||||||
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Man Group PLC
London, X0 |
SELL
|
- |
-19.9KClosed |
$427K - $565K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-13.8KClosed |
$297K - $393K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.39KClosed |
$29.8K - $39.4K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
SELL
|
- |
-432Closed |
$9.28K - $12.3K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 03, 2021
Q4 2020
|
Bailard, Inc.
|
SELL
|
- |
-12.9KClosed |
$217K - $316K
|
0
$0
|
|
Jan 15, 2021
Q4 2020
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-15.3KClosed |
$258K - $375K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-13.5KClosed |
$214K - $271K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-39.2KClosed |
$622K - $788K
|
0
$0
|
|
Nov 03, 2020
Q3 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-650Closed |
$10.3K - $13.1K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.53KClosed |
$24.2K - $30.7K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 07, 2020
Q2 2020
|
Victory Capital Management Inc
|
SELL
|
- |
-2.49KClosed |
$38.1K - $53.2K
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-9.03KClosed |
$118K - $264K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Brown Advisory Inc
|
SELL
|
- |
-8.4KClosed |
$110K - $245K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Cooper Creek Partners Management LLC
New York, NY |
SELL
|
- |
-113KClosed |
$1.48M - $3.31M
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.04KClosed |
$118K - $264K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Dupont Capital Management Corp
|
SELL
|
- |
-18.5KClosed |
$241K - $540K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-8.59KClosed |
$222K - $259K
|
0
$0
|