Institutional Ownership Shore Bancshares Inc (SHBI)
This table provides information about the institutional ownership of Shore Bancshares Inc (SHBI). We have compiled data on the 131 institutions that hold shares in the stock, with a total of 19.6 Million shares, which have been reported (via 13F filing form) to have a value of $269 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,609
shares
|
$22,429
0.0% of portfolio
|
Q4 2024
Added 53.24%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,595
shares
|
$22,234
0.0% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
1,500
shares
|
$20,910
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Feb 14, 2025 Q4 2024 |
1,393
shares
|
$19,418
0.0% of portfolio
|
Q4 2024
Reduced 14.07%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,150
shares
|
$16,031
0.0% of portfolio
|
Q4 2024
Reduced 14.81%
|
|
|
Amalgamated Bank
New York, NY |
Feb 04, 2025 Q4 2024 |
1,017
shares
|
$14,176
0.0% of portfolio
|
Q1 2024
Reduced 60.29%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
1,000
shares
|
$13,940
0.0% of portfolio
|
Q1 2024
Reduced 30.95%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
1,000
shares
|
$13,940
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
1,000
shares
|
$13,940
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
859
shares
|
$11,974
0.0% of portfolio
|
Q4 2024
Added 865.17%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
817
shares
|
$11,388
0.0% of portfolio
|
Q4 2024
Reduced 87.55%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
733
shares
|
$10,218
0.0% of portfolio
|
Q2 2021
Reduced 26.7%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
465
shares
|
$6,482
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
349
shares
|
$4,865
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
300
shares
|
$4,182
0.0% of portfolio
|
Q4 2017
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
135
shares
|
$1,881
0.0% of portfolio
|
Q4 2024
Added 33.66%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
85
shares
|
$1,184
0.0% of portfolio
|
Q4 2024
Added 54.55%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
78
shares
|
$1,087
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
62
shares
|
$864
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
46
shares
|
$641
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
36
shares
|
$501
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
25
shares
|
$348
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
18
shares
|
$250
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
18
shares
|
$250
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
14
shares
|
$195
0.0% of portfolio
|
Q2 2024
Reduced 97.31%
|