Institutional Ownership Orange County Bancorp, Inc. (OBT)
This table provides information about the institutional ownership of Orange County Bancorp, Inc. (OBT). We have compiled data on the 55 institutions that hold shares in the stock, with a total of 2.48 Million shares, which have been reported (via 13F filing form) to have a value of $137 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hudson Valley Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
602,918
shares
|
$34.2 Million
4.03% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
327,314
shares
|
$18.5 Million
0.0% of portfolio
|
Q2 2024
Added 2.81%
|
|
|
Banc Funds CO LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
287,872
shares
|
$16.3 Million
2.55% of portfolio
|
Q3 2024
Reduced 7.61%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
264,755
shares
|
$15 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.63%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
210,349
shares
|
$11.9 Million
0.0% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
123,199
shares
|
$6.98 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
116,058
shares
|
$6.57 Million
0.0% of portfolio
|
Q3 2024
Reduced 27.13%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
111,414
shares
|
$6.31 Million
0.0% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
74,966
shares
|
$4.25 Million
0.0% of portfolio
|
Q3 2024
Added 5.73%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
40,265
shares
|
$2.28 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Oct 15, 2024 Q3 2024 |
35,000
shares
|
$1.98 Million
0.07% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
33,635
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2024
Added 163.56%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
19,621
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Added 84.11%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
19,164
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
17,500
shares
|
$991,375
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
14,806
shares
|
$838,759
0.0% of portfolio
|
Q3 2024
Added 154.62%
|
|
|
Eagle Ridge Investment Management
|
Oct 23, 2024 Q3 2024 |
14,200
shares
|
$804,430
0.08% of portfolio
|
Q3 2021
New holding
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
13,922
shares
|
$788,681
0.0% of portfolio
|
Q2 2024
Added 4.37%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
13,412
shares
|
$759,789
0.0% of portfolio
|
Q3 2024
Added 45.56%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
12,989
shares
|
$735,826
0.02% of portfolio
|
Q3 2023
Added 7.98%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
12,245
shares
|
$693,679
0.0% of portfolio
|
Q3 2024
Added 61.89%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
11,230
shares
|
$636,179
0.36% of portfolio
|
Q2 2024
Reduced 1.34%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
10,209
shares
|
$578,339
0.0% of portfolio
|
Q3 2024
Reduced 36.33%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,965
shares
|
$564,517
0.0% of portfolio
|
Q2 2024
Added 32.04%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
8,394
shares
|
$475,520
0.0% of portfolio
|
Q2 2023
New holding
|