Institutional Ownership Sierra Bancorp (BSRR)
This table provides information about the institutional ownership of Sierra Bancorp (BSRR). We have compiled data on the 103 institutions that hold shares in the stock, with a total of 7.98 Million shares, which have been reported (via 13F filing form) to have a value of $249 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
1,159
shares
|
$36,149
0.0% of portfolio
|
Q4 2019
Reduced 1.28%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
1,116
shares
|
$34,808
0.0% of portfolio
|
Q3 2023
Reduced 16.84%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
1,012
shares
|
$31,564
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2024 Q3 2024 |
955
shares
|
$29,786
0.0% of portfolio
|
Q2 2024
Reduced 29.52%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 13, 2024 Q3 2024 |
943
shares
|
$29,412
0.0% of portfolio
|
Q3 2024
Added 14.58%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
589
shares
|
$18,370
0.0% of portfolio
|
Q4 2023
Reduced 50.46%
|
|
|
Amalgamated Bank
New York, NY |
Oct 30, 2024 Q3 2024 |
489
shares
|
$15,251
0.0% of portfolio
|
Q1 2024
Reduced 60.21%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
289
shares
|
$9,013
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
265
shares
|
$8,265
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
238
shares
|
$7,423
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
210
shares
|
$6,549
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
180
shares
|
$5,614
0.0% of portfolio
|
Q2 2023
Added 28.57%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
170
shares
|
$5,302
0.0% of portfolio
|
Q3 2024
Added 7.59%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
117
shares
|
$3,649
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
99
shares
|
$3,087
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
93
shares
|
$2,900
0.0% of portfolio
|
Q3 2024
Added 9200.0%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
68
shares
|
$2,120
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
48
shares
|
$1,497
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
46
shares
|
$1,434
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
46
shares
|
$1,434
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
46
shares
|
$1,434
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
37
shares
|
$1,154
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
28
shares
|
$873
0.0% of portfolio
|
Q2 2023
Added 154.55%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
23
shares
|
$717
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Nov 01, 2024 Q3 2024 |
10
shares
|
$311
0.0% of portfolio
|
Q3 2024
New holding
|