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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
434+ 80.97% |
$10.2K - $23.5K
|
970
$24.3K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.96K+ 85.78% |
$233K - $540K
|
21.6K
$541K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
28.4KNew |
$664K - $1.54M
|
28.4K
$713K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
53+ 53.0% |
$1.24K - $2.87K
|
153
$3.84K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
2.64K+ 100.0% |
$61.8K - $143K
|
5.29K
$133K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
8+ 100.0% |
$187 - $434
|
16
$401
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
27KNew |
$631K - $1.46M
|
27K
$677K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
17.5K+ 100.0% |
$409K - $949K
|
35K
$878K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
172+ 100.0% |
$4.02K - $9.32K
|
344
$8.63K
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
7K+ 25.0% |
$164K - $379K
|
35K
$878K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
13K+ 100.05% |
$304K - $704K
|
26K
$652K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
57+ 228.0% |
$1.33K - $3.09K
|
82
$2.06K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-940- 95.72% |
$22K - $50.9K
|
42
$1.05K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
577K+ 95.77% |
$13.5M - $31.3M
|
1.18M
$29.6M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
392+ 408.33% |
$9.17K - $21.2K
|
488
$12.2K
|
|
| Q4 2024 | |||||||
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-4.82K- 45.86% |
$255K - $307K
|
5.69K
$143K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
25New |
$1.32K - $1.6K
|
25
$627
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
35New |
$1.85K - $2.23K
|
35
$878
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
367+ 20.09% |
$19.4K - $23.4K
|
2.19K
$55K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
9+ 0.68% |
$428 - $566
|
1.34K
$33.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
6.35KNew |
$302K - $400K
|
6.35K
$159K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
5New |
$238 - $315
|
5
$125
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-90- 0.74% |
$3.87K - $4.76K
|
12.1K
$303K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.6K- 99.99% |
$1.02M - $1.25M
|
3
$75.3
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
8.96K+ 2.81% |
$386K - $474K
|
327K
$8.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-153- 1.34% |
$6.59K - $8.09K
|
11.2K
$282K
|
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.42K+ 32.04% |
$104K - $128K
|
9.97K
$250K
|
|
| Q1 2024 | |||||||
|
Jun 02, 2025
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-9.03K- 84.0% |
$391K - $530K
|
1.72K
$43.2K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-21- 0.83% |
$909 - $1.23K
|
2.52K
$63.2K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-556- 57.92% |
$22.2K - $35.2K
|
404
$10.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
3.46KNew |
$139K - $219K
|
3.46K
$86.9K
|
|
| Q3 2023 | |||||||
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.5KNew |
$84.7K - $123K
|
2.5K
$62.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.4KNew |
$47.3K - $68.4K
|
1.4K
$35K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
299New |
$8.83K - $13.5K
|
299
$7.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Strs Ohio
|
BUY
|
- |
1.1KNew |
$32.5K - $49.6K
|
1.1K
$27.6K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.1KNew |
$535K - $665K
|
12.1K
$305K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.27K+ 57.76% |
$144K - $179K
|
8.93K
$224K
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.5KNew |
$505K - $628K
|
11.5K
$288K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5KNew |
$220K - $274K
|
5K
$125K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.67KNew |
$382K - $458K
|
9.67K
$243K
|
|
|
Feb 10, 2023
Q4 2022
|
M3 F, Inc.
Salt Lake City, UT |
SELL
|
- |
-29.5K- 26.74% |
$1.17M - $1.4M
|
80.9K
$2.03M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5KNew |
$197K - $237K
|
5K
$125K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
30KNew |
$978K - $1.19M
|
30K
$753K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Maltese Capital Management LLC
New York, NY |
SELL
|
- |
-18.8KClosed |
$661K - $760K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Piper Sandler & Co.
Minneapolis, MN |
SELL
|
- |
-98Closed |
$3.45K - $3.96K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
606New |
$21.3K - $24.5K
|
606
$15.2K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Fourthstone LLC
St Louis, MO |
SELL
|
- |
-61.6KClosed |
$2.46M - $2.63M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Basswood Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-46.5KClosed |
$1.59M - $1.87M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Forest Hill Capital, LLC
Little Rock, AR |
SELL
|
- |
-30KClosed |
$1.03M - $1.21M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Fj Capital Management LLC
Mclean, VA |
SELL
|
- |
-152KClosed |
$5.19M - $6.11M
|
0
$0
|
|