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 93 institutions that hold shares in the stock, with a total of 5.63 Million shares, which have been reported (via 13F filing form) to have a value of $146 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
685
shares
|
$17,734
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
670
shares
|
$17,346
0.0% of portfolio
|
Q2 2025
Added 7.9%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
648
shares
|
$16,776
0.0% of portfolio
|
Q3 2025
Reduced 81.23%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
602
shares
|
$15,585
0.0% of portfolio
|
Q3 2025
Added 870.97%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
580
shares
|
$15,016
0.0% of portfolio
|
Q3 2025
Added 205.26%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
521
shares
|
$13,488
0.0% of portfolio
|
Q2 2025
Added 3156.25%
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
344
shares
|
$8,906
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
170
shares
|
$4,401
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
82
shares
|
$2,122
0.0% of portfolio
|
Q1 2025
Added 228.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
82
shares
|
$2,122
0.0% of portfolio
|
Q3 2025
Reduced 77.41%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
42
shares
|
$1,087
0.0% of portfolio
|
Q1 2025
Reduced 95.72%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
35
shares
|
$906
0.0% of portfolio
|
Q3 2025
Added 45.83%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
26
shares
|
$673
0.0% of portfolio
|
Q3 2025
Added 44.44%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
12
shares
|
$310
0.0% of portfolio
|
Q3 2025
Added 500.0%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
3
shares
|
$77
0.0% of portfolio
|
Q3 2025
Reduced 40.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1
shares
|
$25
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
1
shares
|
$25
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|