Latest Institutional Transactions on John Marshall Bancorp, Inc. (JMSB)
This table provides information on the latest institutional transactions involving John Marshall Bancorp, Inc. (JMSB) 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Strs Ohio
|
SELL
|
- |
-100- 5.88% |
$1.71K - $2.29K
|
1.6K
$33.4K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
34KNew |
$582K - $778K
|
34K
$708K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
12.5KNew |
$215K - $287K
|
12.5K
$262K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1New |
$17.1 - $22.9
|
1
$20.9
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-675- 63.08% |
$11.6K - $15.5K
|
395
$8.24K
|
|
| Q4 2023 | |||||||
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-103- 8.89% |
$1.61K - $2.52K
|
1.06K
$22K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
405+ 47.37% |
$6.34K - $9.92K
|
1.26K
$26.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
16New |
$250 - $392
|
16
$334
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.84KNew |
$154K - $241K
|
9.84K
$205K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 27.27% |
$47 - $73.5
|
8
$167
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
875+ 14.76% |
$13.7K - $21.4K
|
6.8K
$142K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.89K+ 0.57% |
$32.6K - $39.6K
|
334K
$6.96M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.1KNew |
$277K - $336K
|
16.1K
$335K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
285+ 0.93% |
$4.63K - $6.48K
|
31.1K
$648K
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-5.72K- 31.31% |
$92.8K - $130K
|
12.5K
$262K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.5KNew |
$203K - $284K
|
12.5K
$261K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
3.38KNew |
$54.8K - $76.7K
|
3.38K
$70.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
58.1KNew |
$943K - $1.32M
|
58.1K
$1.21M
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.28K+ 7.21% |
$45.6K - $63.3K
|
34K
$708K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
100New |
$2K - $2.77K
|
100
$2.09K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
40.6KNew |
$810K - $1.12M
|
40.6K
$846K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
58New |
$1.16K - $1.61K
|
58
$1.21K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-155- 1.32% |
$3.09K - $4.29K
|
11.6K
$242K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.36KNew |
$47K - $65.2K
|
2.36K
$49.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-87- 10.19% |
$1.74K - $2.41K
|
767
$16K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
844New |
$16.8K - $23.4K
|
844
$17.6K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
9.04KNew |
$225K - $268K
|
9.04K
$188K
|
|
|
Jan 20, 2023
Q4 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
8.06KNew |
$200K - $239K
|
8.06K
$168K
|
|
|
Jan 18, 2023
Q4 2022
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
9.4KNew |
$234K - $279K
|
9.4K
$196K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.39KNew |
$34.5K - $41.2K
|
1.39K
$28.9K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-3.12K- 8.94% |
$69.2K - $87.3K
|
31.8K
$663K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
59+ 983.33% |
$1.31K - $1.65K
|
65
$1.36K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.8KNew |
$628K - $846K
|
28.8K
$601K
|
|
|
Aug 15, 2022
Q2 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.45MNew |
$31.7M - $42.6M
|
1.45M
$30.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
771New |
$16.8K - $22.6K
|
771
$16.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
18.8KNew |
$409K - $551K
|
18.8K
$391K
|
|
| Q1 2022 | |||||||
|
May 11, 2022
Q1 2022
|
Banc Funds CO LLC
Chicago, IL |
BUY
|
- |
13.4KNew |
$267K - $300K
|
13.4K
$279K
|
|
| Q3 2021 | |||||||
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
20K+ 67.27% |
$353K - $368K
|
49.7K
$1.04M
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-15.1KClosed |
$154K - $170K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.13KClosed |
$11.4K - $14.6K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 01, 2019
Q1 2019
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-122KClosed |
$1.78M - $2.03M
|
0
$0
|
|