Latest Institutional Transactions on Orange County Bancorp, Inc. (OBT)
This table provides information on the latest institutional transactions involving Orange County Bancorp, Inc. (OBT) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-694- 6.61% |
$14.8K - $18.7K
|
9.81K
$242K
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
516+ 0.42% |
$11K - $13.9K
|
125K
$3.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
22.1K+ 48.55% |
$471K - $594K
|
67.5K
$1.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-25- 2.6% |
$534 - $673
|
935
$23K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
34+ 121.43% |
$726 - $915
|
62
$1.53K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-4.84K- 24.26% |
$103K - $130K
|
15.1K
$372K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
90.9K+ 20.15% |
$1.94M - $2.45M
|
542K
$13.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 66.67% |
$42.7 - $53.8
|
5
$123
|
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
7.8KNew |
$166K - $210K
|
7.8K
$192K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
84.4KNew |
$1.8M - $2.27M
|
84.4K
$2.08M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.62K+ 63.77% |
$141K - $178K
|
17K
$419K
|
|
|
Aug 11, 2025
Q2 2025
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
1.3K+ 6.06% |
$27.7K - $35K
|
22.8K
$561K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-3.77K- 49.55% |
$80.5K - $102K
|
3.84K
$94.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Persistent Asset Partners LTD
Hong Kong, K3 |
BUY
|
- |
9.39KNew |
$200K - $253K
|
9.39K
$231K
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-5.96K- 2.64% |
$127K - $160K
|
220K
$5.41M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
24New |
$512 - $646
|
24
$592
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
14+ 7.95% |
$299 - $377
|
190
$4.68K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25+ 0.15% |
$534 - $673
|
16.9K
$416K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
505+ 3156.25% |
$10.8K - $13.6K
|
521
$12.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
18New |
$384 - $485
|
18
$444
|
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-10K- 28.57% |
$213K - $269K
|
25K
$616K
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-17.3K- 1.47% |
$369K - $465K
|
1.16M
$28.6M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
11+ 0.04% |
$235 - $296
|
26K
$641K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
277+ 56.76% |
$5.91K - $7.46K
|
765
$18.9K
|
|
| Q1 2025 | |||||||
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
575+ 2.11% |
$13.4K - $31.2K
|
27.8K
$686K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.05KNew |
$24.6K - $57K
|
1.05K
$25.9K
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
370+ 100.0% |
$8.65K - $20.1K
|
740
$18.2K
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
794+ 73.79% |
$18.6K - $43K
|
1.87K
$46.1K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3.05K+ 95.7% |
$71.2K - $165K
|
6.23K
$154K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-33- 64.71% |
$772 - $1.79K
|
18
$444
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
486+ 2.54% |
$11.4K - $26.3K
|
19.6K
$483K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
422+ 100.0% |
$9.87K - $22.9K
|
844
$20.8K
|
|
|
May 12, 2025
Q1 2025
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
4.71KNew |
$110K - $255K
|
4.71K
$116K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
1.42K+ 100.0% |
$33.2K - $76.9K
|
2.84K
$70K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
114KNew |
$2.66M - $6.17M
|
114K
$2.8M
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
434+ 80.97% |
$10.2K - $23.5K
|
970
$23.9K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.96K+ 85.78% |
$233K - $540K
|
21.6K
$531K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
28.4KNew |
$664K - $1.54M
|
28.4K
$700K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
27KNew |
$631K - $1.46M
|
27K
$666K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
17.5K+ 100.0% |
$409K - $949K
|
35K
$863K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
172+ 100.0% |
$4.02K - $9.32K
|
344
$8.48K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
57+ 228.0% |
$1.33K - $3.09K
|
82
$2.02K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-940- 95.72% |
$22K - $50.9K
|
42
$1.04K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4.58K- 42.63% |
$242K - $292K
|
6.17K
$152K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
25New |
$1.32K - $1.6K
|
25
$616
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
35New |
$1.85K - $2.23K
|
35
$863
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
367+ 20.09% |
$19.4K - $23.4K
|
2.19K
$54.1K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
9+ 0.68% |
$428 - $566
|
1.34K
$32.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
6.35KNew |
$302K - $400K
|
6.35K
$157K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
5New |
$238 - $315
|
5
$123
|
|