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 49 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 $122 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Hudson Valley Investment Advisors Inc
|
Jul 02, 2024 Q2 2024 |
598,510
shares
|
$29.5 Million
3.89% of portfolio
|
Q2 2024
Reduced 0.63%
|
|
Banc Funds CO LLC
Chicago, IL |
May 10, 2024 Q1 2024 |
321,822
shares
|
$15.9 Million
1.67% of portfolio
|
Q1 2024
Reduced 5.64%
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
318,358
shares
|
$15.7 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.25%
|
|
Wellington Management Group LLP
Boston, MA |
May 15, 2024 Q1 2024 |
269,146
shares
|
$13.3 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Vanguard Group Inc
Valley Forge, PA |
May 10, 2024 Q1 2024 |
201,453
shares
|
$9.92 Million
0.0% of portfolio
|
Q1 2024
Added 1.25%
|
|
Alliancebernstein L.P.
New York, NY |
May 14, 2024 Q1 2024 |
163,477
shares
|
$8.05 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.23%
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 14, 2024 Q1 2024 |
127,185
shares
|
$6.27 Million
0.01% of portfolio
|
Q1 2024
Added 0.04%
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2024 Q1 2024 |
105,096
shares
|
$5.18 Million
0.0% of portfolio
|
Q1 2024
Added 3.87%
|
|
State Street Corp
Boston, MA |
May 15, 2024 Q1 2024 |
70,890
shares
|
$3.49 Million
0.0% of portfolio
|
Q1 2024
Added 0.38%
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
43,320
shares
|
$2.13 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.19%
|
|
Hennessy Advisors Inc
Novato, CA |
Apr 15, 2024 Q1 2024 |
27,000
shares
|
$1.33 Million
0.05% of portfolio
|
Q1 2024
Added 92.86%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
23,600
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.07%
|
|
Keybank National Association
|
May 14, 2024 Q1 2024 |
17,500
shares
|
$862,050
0.0% of portfolio
|
Q3 2021
New holding
|
|
Invesco Ltd.
Atlanta, GA |
May 14, 2024 Q1 2024 |
16,446
shares
|
$810,129
0.0% of portfolio
|
Q1 2024
Added 217.12%
|
|
Eagle Ridge Investment Management
|
Apr 18, 2024 Q1 2024 |
14,200
shares
|
$699,492
0.06% of portfolio
|
Q3 2021
New holding
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
13,339
shares
|
$657,079
0.0% of portfolio
|
Q2 2023
New holding
|
|
North Crest Asset Manangement, LLC
|
Apr 15, 2024 Q1 2024 |
12,989
shares
|
$639,838
0.02% of portfolio
|
Q3 2023
Added 7.98%
|
|
American Century Companies Inc
Kansas City, MO |
May 14, 2024 Q1 2024 |
12,762
shares
|
$628,656
0.0% of portfolio
|
Q1 2024
Added 21.02%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
12,510
shares
|
$616,242
0.0% of portfolio
|
Q1 2024
Reduced 16.65%
|
|
First Trust Advisors LP
Wheaton, IL |
May 13, 2024 Q1 2024 |
12,170
shares
|
$599,494
0.0% of portfolio
|
Q1 2024
Added 3.22%
|
|
Coombe, Bender & CO LLC
|
Apr 30, 2024 Q1 2024 |
11,383
shares
|
$560,726
0.33% of portfolio
|
Q1 2024
Reduced 13.23%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
9,399
shares
|
$462,994
0.0% of portfolio
|
Q1 2024
Added 78.55%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
8,394
shares
|
$413,488
0.0% of portfolio
|
Q2 2023
New holding
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
7,887
shares
|
$388,513
0.0% of portfolio
|
Q1 2024
Reduced 15.94%
|
|
Nuveen Asset Management, LLC
Chicago, IL |
May 13, 2024 Q1 2024 |
7,547
shares
|
$371,765
0.0% of portfolio
|
Q4 2023
Added 9.77%
|