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 160 institutions that hold shares in the stock, with a total of 19.7 Million shares, which have been reported (via 13F filing form) to have a value of $328 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
46
shares
|
$767
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
36
shares
|
$600
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
30
shares
|
$500
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
25
shares
|
$417
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
21
shares
|
$350
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
11
shares
|
$183
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
8
shares
|
$133
0.0% of portfolio
|
Q1 2025
Reduced 55.56%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
5
shares
|
$83
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|