Latest Institutional Transactions on Shore Bancshares Inc (SHBI)
This table provides information on the latest institutional transactions involving Shore Bancshares Inc (SHBI) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
2+ 0.02% |
$20.2 - $23.3
|
9.23K
$153K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
2New |
$20.2 - $23.3
|
2
$33.1
|
|
| Q1 2024 | |||||||
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.55K- 30.95% |
$16.6K - $21.8K
|
3.45K
$57K
|
|
|
May 15, 2024
Q1 2024
|
Gendell Jeffrey L
Greenwich, CT |
BUY
|
- |
10K+ 3.66% |
$107K - $141K
|
283K
$4.69M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
17.4KNew |
$186K - $245K
|
17.4K
$288K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-616- 36.95% |
$6.6K - $8.69K
|
1.05K
$17.4K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-126- 0.85% |
$1.35K - $1.78K
|
14.7K
$243K
|
|
|
May 13, 2024
Q1 2024
|
Bhz Capital Management, LP
San Jose, CA |
SELL
|
- |
-42.1K- 70.57% |
$451K - $594K
|
17.6K
$291K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.35KNew |
$14.5K - $19K
|
1.35K
$22.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7New |
$75 - $98.7
|
7
$116
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
459New |
$4.92K - $6.47K
|
459
$7.59K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
340New |
$3.64K - $4.79K
|
340
$5.62K
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.54K- 60.29% |
$16.5K - $21.8K
|
1.02K
$16.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1KNew |
$10.7K - $14.1K
|
1K
$16.5K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-397- 13.69% |
$3.93K - $5.72K
|
2.5K
$41.4K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
279New |
$2.76K - $4.02K
|
279
$4.61K
|
|
|
Feb 14, 2024
Q4 2023
|
Salzhauer Michael
|
SELL
|
- |
-4.51K- 5.89% |
$44.7K - $65K
|
72.1K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
23+ 0.05% |
$228 - $331
|
47.6K
$788K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
764+ 32.92% |
$7.57K - $11K
|
3.09K
$51K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
110+ 0.84% |
$1.09K - $1.59K
|
13.1K
$217K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
25New |
$248 - $360
|
25
$414
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.08K- 97.47% |
$20.7K - $30K
|
54
$893
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
349New |
$3.46K - $5.03K
|
349
$5.77K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
16.2KNew |
$161K - $234K
|
16.2K
$269K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
194+ 1.02% |
$1.92K - $2.8K
|
19.2K
$318K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
17.5KNew |
$180K - $231K
|
17.5K
$290K
|
|
|
Nov 14, 2023
Q3 2023
|
Petiole Usa LTD
New York, NY |
BUY
|
- |
84.6K+ 134.42% |
$871K - $1.12M
|
147K
$2.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Siena Capital Partners Gp, LLC
|
BUY
|
- |
168K+ 609.46% |
$1.73M - $2.21M
|
195K
$3.23M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.21KNew |
$12.4K - $15.9K
|
1.21K
$20K
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
14.4KNew |
$148K - $190K
|
14.4K
$238K
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
11.6KNew |
$119K - $153K
|
11.6K
$192K
|
|
| Q2 2023 | |||||||
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-28.3K- 32.75% |
$304K - $403K
|
58.1K
$960K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
36New |
$387 - $513
|
36
$595
|
|
|
Aug 14, 2023
Q2 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
29.2KNew |
$313K - $415K
|
29.2K
$482K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
37.7KNew |
$405K - $537K
|
37.7K
$624K
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
36KNew |
$387K - $513K
|
36K
$595K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
43New |
$462 - $613
|
43
$711
|
|
|
Aug 03, 2023
Q2 2023
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
77.2K+ 375.59% |
$830K - $1.1M
|
97.8K
$1.62M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
101KNew |
$1.08M - $1.43M
|
101K
$1.66M
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
30.4KNew |
$327K - $433K
|
30.4K
$502K
|
|
| Q1 2023 | |||||||
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
211New |
$2.98K - $3.8K
|
211
$3.49K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
30.5KNew |
$432K - $550K
|
30.5K
$505K
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
18.3KNew |
$259K - $330K
|
18.3K
$303K
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
379New |
$5.36K - $6.83K
|
379
$6.27K
|
|
|
May 15, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
41.3KNew |
$585K - $745K
|
41.3K
$684K
|
|
|
May 12, 2023
Q1 2023
|
Hold Co Asset Management, LP
Fort Lauderdale, FL |
SELL
|
- |
-64.8K- 32.24% |
$916K - $1.17M
|
136K
$2.25M
|
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
16.4KNew |
$232K - $296K
|
16.4K
$271K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
2.31KNew |
$32.7K - $41.7K
|
2.31K
$38.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-129- 10.13% |
$1.82K - $2.32K
|
1.15K
$18.9K
|
|
|
Apr 14, 2023
Q1 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-15K- 21.43% |
$212K - $270K
|
55K
$910K
|
|