BHRB Insider Trading

Insider Ownership Percentage: 9.65%
Insider Buying (Last 12 Months): $1,786,541.45
Insider Selling (Last 12 Months): $0.00

Burke & Herbert Financial Services Insider Trading History Chart

This chart shows the insider buying and selling history at Burke & Herbert Financial Services by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Burke & Herbert Financial Services Share Price & Price History

Current Price: $69.43
Price Change: Price Decrease of -1.19 (-1.69%)
As of 12/17/2024 01:00 AM ET

This chart shows the closing price history over time for BHRB up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Burke & Herbert Financial Services Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
12/13/2024Julian Forrest Jr. BarnwellDirectorBuy3,000$68.75$206,250.00182,939View SEC Filing Icon  
12/9/2024Shawn Patrick MclaughlinDirectorBuy555$69.35$38,489.2561,000View SEC Filing Icon  
12/5/2024Shawn Patrick MclaughlinDirectorBuy195$69.50$13,552.5060,445View SEC Filing Icon  
11/18/2024Gary L HinkleDirectorBuy1,548$68.50$106,038.00238,355View SEC Filing Icon  
11/15/2024Gary L HinkleDirectorBuy3,652$68.56$250,381.12236,807View SEC Filing Icon  
8/23/2024Gary L HinkleDirectorBuy5,000$68.09$340,450.00233,155View SEC Filing Icon  
8/5/2024Shawn Patrick MclaughlinDirectorBuy250$59.50$14,875.0058,750View SEC Filing Icon  
6/10/2024Jose David RiojasDirectorBuy1,397$47.49$66,343.5316,000View SEC Filing Icon  
6/6/2024Jose David RiojasDirectorBuy3$47.75$143.2514,603View SEC Filing Icon  
6/4/2024Julian Forrest Jr. BarnwellDirectorBuy1,000$48.49$48,490.0090,221View SEC Filing Icon  
5/23/2024Jose David RiojasDirectorBuy600$48.00$28,800.0014,600View SEC Filing Icon  
5/20/2024Gary L HinkleDirectorBuy2,039$50.25$102,459.75222,169View SEC Filing Icon  
5/17/2024Gary L HinkleDirectorBuy470$50.54$23,753.80220,130View SEC Filing Icon  
5/15/2024Gary L HinkleDirectorBuy600$50.23$30,138.00219,450View SEC Filing Icon  
5/13/2024Gary L HinkleDirectorBuy613$49.65$30,435.45216,071View SEC Filing Icon  
5/10/2024Gary L HinkleDirectorBuy1,608$49.60$79,756.80215,458View SEC Filing Icon  
4/30/2024Jose David RiojasDirectorBuy400$52.50$21,000.0014,000View SEC Filing Icon  
3/15/2024Julian Forrest Jr. BarnwellDirectorBuy3,000$52.00$156,000.00174,939View SEC Filing Icon  
2/21/2024Mark Guthrie AndersonDirectorBuy2,400$55.35$132,840.0011,200View SEC Filing Icon  
2/1/2024Shawn Patrick MclaughlinDirectorBuy500$57.57$28,785.0050,500View SEC Filing Icon  
1/30/2024Jose David RiojasDirectorBuy1,126$60.00$67,560.0012,726View SEC Filing Icon  
12/12/2023Julian Forrest Jr. BarnwellDirectorBuy3,000$54.75$164,250.00166,539View SEC Filing Icon  
12/8/2023Shawn Patrick MclaughlinDirectorBuy100$52.90$5,290.001,000View SEC Filing Icon  
9/13/2023David P BoyleCEOBuy625$48.10$30,062.5014,135View SEC Filing Icon  
9/12/2023Shawn Patrick MclaughlinDirectorBuy2,000$49.63$99,260.0047,500View SEC Filing Icon  
9/11/2023David P BoyleCEOBuy1,000$48.69$48,690.0013,510View SEC Filing Icon  
9/8/2023Mark Guthrie AndersonDirectorBuy2,400$50.00$120,000.003,200View SEC Filing Icon  
9/1/2023Shawn Patrick MclaughlinDirectorBuy1,250$49.92$62,400.0045,500View SEC Filing Icon  
8/30/2023Nicholas Carosi IIIDirectorBuy400$49.90$19,960.004,440View SEC Filing Icon  
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SEC Filings (Institutional Ownership Changes) for Burke & Herbert Financial Services (NASDAQ:BHRB)

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at BHRB by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Burke & Herbert Financial Services Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/20/2024Virtu Financial LLC8,630$0.53M0.0%N/A0.058%Search for SEC Filing on Google Icon
11/19/2024Barclays PLC22,225$1.36M0.0%+204.0%0.148%Search for SEC Filing on Google Icon
11/18/2024Mittelman Wealth Management10,801$0.66M0.4%N/A0.072%Search for SEC Filing on Google Icon
11/16/2024Geode Capital Management LLC306,243$18.68M0.0%+5.2%2.050%Search for SEC Filing on Google Icon
11/15/2024Barclays PLC22,225$1.36M0.0%+204.0%0.149%Search for SEC Filing on Google Icon
11/15/2024Passive Capital Management LLC.8,868$0.54M0.2%-5.3%0.059%Search for SEC Filing on Google Icon
11/15/2024Hendershot Investments Inc.9,172$0.56M0.1%-39.5%0.061%Search for SEC Filing on Google Icon
11/15/2024Jane Street Group LLC18,772$1.15M0.0%+6.9%0.126%Search for SEC Filing on Google Icon
11/15/2024State Street Corp289,576$17.66M0.0%+9.9%1.938%Search for SEC Filing on Google Icon
11/15/2024Quadrature Capital Ltd12,309$0.75M0.0%+4.8%0.082%Search for SEC Filing on Google Icon
11/15/2024HighTower Advisors LLC4,209$0.26M0.0%-8.7%0.028%Search for SEC Filing on Google Icon
11/14/2024Fourthstone LLC397,598$24.25M5.4%+29.3%2.661%Search for SEC Filing on Google Icon
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC16,483$1.01M0.0%N/A0.110%Search for SEC Filing on Google Icon
11/13/2024Quantbot Technologies LP1,934$0.12M0.0%N/A0.013%Search for SEC Filing on Google Icon
11/12/2024Charles Schwab Investment Management Inc.108,481$6.62M0.0%+190.2%0.726%Search for SEC Filing on Google Icon
11/8/2024Moors & Cabot Inc.27,313$1.67M0.1%-5.4%0.183%Search for SEC Filing on Google Icon
11/7/2024Quest Partners LLC7,843$0.48M0.0%N/A0.052%Search for SEC Filing on Google Icon
11/6/2024Royce & Associates LP95,779$5.84M0.1%-3.9%0.641%Search for SEC Filing on Google Icon
11/1/2024Verdence Capital Advisors LLC51,500$3.14M0.3%+18.4%0.345%Search for SEC Filing on Google Icon
10/24/2024Modera Wealth Management LLC6,280$0.38M0.0%N/A0.042%Search for SEC Filing on Google Icon
10/23/2024Burke & Herbert Bank & Trust Co.261,857$15.97M3.7%-15.1%1.764%Search for SEC Filing on Google Icon
10/3/2024SG Americas Securities LLC5,067$0.31M0.0%+113.7%0.034%Search for SEC Filing on Google Icon
8/21/2024Truist Financial Corp3,962$0.20M0.0%N/A0.027%Search for SEC Filing on Google Icon
8/15/2024The Manufacturers Life Insurance Company5,086$0.26M0.0%N/A0.034%Search for SEC Filing on Google Icon
8/14/2024Marshall Wace LLP8,384$0.43M0.0%N/A0.056%Search for SEC Filing on Google Icon
8/9/2024Moors & Cabot Inc.28,872$1.47M0.1%+6.9%0.194%Search for SEC Filing on Google Icon
8/9/2024Renaissance Technologies LLC55,460$2.83M0.0%N/A0.374%Search for SEC Filing on Google Icon
8/9/2024Dimensional Fund Advisors LP355,782$18.14M0.0%N/A2.396%Search for SEC Filing on Google Icon
8/8/2024Wealthspire Advisors LLC5,999$0.31M0.0%-9.4%0.040%Search for SEC Filing on Google Icon
8/8/2024American Century Companies Inc.60,633$3.09M0.0%N/A0.408%Search for SEC Filing on Google Icon
8/8/2024HHM Wealth Advisors LLC560$29K0.0%N/A0.004%Search for SEC Filing on Google Icon
8/6/2024LSV Asset Management2,118$0.11M0.0%N/A0.014%Search for SEC Filing on Google Icon
8/6/2024Emerald Mutual Fund Advisers Trust13,080$0.67M0.0%N/A0.088%Search for SEC Filing on Google Icon
8/5/2024Hendershot Investments Inc.15,156$0.77M0.1%N/A0.102%Search for SEC Filing on Google Icon
8/1/2024TIAA Trust National Association4,180$0.21M0.0%N/A0.028%Search for SEC Filing on Google Icon
8/1/2024Rhumbline Advisers18,973$0.97M0.0%+126.9%0.128%Search for SEC Filing on Google Icon
7/29/2024Burney Co.4,816$0.25M0.0%N/A0.032%Search for SEC Filing on Google Icon
7/26/2024Bank of New York Mellon Corp81,204$4.14M0.0%+96.0%0.547%Search for SEC Filing on Google Icon
7/26/2024Verdence Capital Advisors LLC43,500$2.22M0.2%N/A0.293%Search for SEC Filing on Google Icon
7/22/2024Fifth Third Bancorp22,884$1.17M0.0%N/A0.154%Search for SEC Filing on Google Icon
7/16/2024AA Financial Advisors LLC31,166$1.59M0.6%N/A0.210%Search for SEC Filing on Google Icon
7/16/2024Burke & Herbert Bank & Trust Co.308,251$15.72M3.9%+50.6%2.076%Search for SEC Filing on Google Icon
7/10/2024Fortitude Family Office LLC936$48K0.0%+1,666.0%0.006%Search for SEC Filing on Google Icon
7/9/2024Folger Nolan Fleming Douglas Capital Management Inc.5,489$0.28M0.0%N/A0.037%Search for SEC Filing on Google Icon
5/15/2024Quadrature Capital Ltd6,989$0.39M0.0%N/A0.094%Search for SEC Filing on Google Icon
5/10/2024Vanguard Group Inc.341,705$19.15M0.0%+1.4%0.000%Search for SEC Filing on Google Icon
5/7/2024SG Americas Securities LLC2,562$0.14M0.0%-35.2%0.000%Search for SEC Filing on Google Icon
2/14/2024Cassaday & Co Wealth Management LLC4,320$0.27M0.0%-28.5%0.000%Search for SEC Filing on Google Icon
2/9/2024Cassaday & Co Wealth Management LLC4,320$0.27M0.0%-28.5%0.000%Search for SEC Filing on Google Icon
2/9/2024Franklin Resources Inc.14,968$0.94M0.0%-19.9%0.000%Search for SEC Filing on Google Icon
1/26/2024Sandy Spring Bank15,862$1M0.0%-39.0%0.000%Search for SEC Filing on Google Icon
1/12/2024SG Americas Securities LLC3,955$0.25M0.0%+52.3%0.000%Search for SEC Filing on Google Icon
11/13/2023McGinn Penninger Investment Management Inc.70,401$3.27M2.6%-4.1%0.000%Search for SEC Filing on Google Icon
11/8/2023Moors & Cabot Inc.37,769$1.76M0.1%-0.8%0.000%Search for SEC Filing on Google Icon
11/6/2023Cassaday & Co Wealth Management LLC6,040$0.28M0.0%N/A0.000%Search for SEC Filing on Google Icon
10/30/2023Sandy Spring Bank25,998$1.21M0.1%+2.1%0.000%Search for SEC Filing on Google Icon
10/27/2023Allspring Global Investments Holdings LLC936$43K0.0%N/A0.000%Search for SEC Filing on Google Icon
10/24/2023Bank of New York Mellon Corp19,865$0.92M0.0%+24.1%0.000%Search for SEC Filing on Google Icon
10/16/2023Burke & Herbert Bank & Trust Co.241,440$11.22M9.1%+0.6%0.000%Search for SEC Filing on Google Icon
10/13/2023SG Americas Securities LLC2,596$0.12M0.0%N/A0.000%Search for SEC Filing on Google Icon
9/21/2023Barclays PLC1,281$82K0.0%N/A0.000%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Burke & Herbert Financial Services Corp. operates as the bank holding company for Burke & Herbert Bank & Trust Company that provides various community banking products and services in Virginia and Maryland. It offers consumer and commercial deposit products, such as digital banking, demand, negotiable order of withdrawal, money market, and savings accounts, as well as certificates of deposit. The company also provides loans, such as commercial real estate, single family residential, owner-occupied commercial real estate, residential mortgage, acquisition, construction and development, commercial and industrial, and consumer non-real estate and other loans. In addition, it offers treasury and cash management services; and online and mobile banking, and wealth and trust services. The company was founded in 1852 and is headquartered in Alexandria, Virginia.
Read More on Burke & Herbert Financial Services

Today's Range

Now: $69.43
Low: $69.00
High: $70.85

50 Day Range

MA: $66.44
Low: $57.32
High: $71.04

52 Week Range

Now: $69.43
Low: $46.00
High: $75.32

Volume

30,890 shs

Average Volume

37,094 shs

Market Capitalization

$1.04 billion

P/E Ratio

9.18

Dividend Yield

3.16%

Beta

N/A

Who are the company insiders with the largest holdings of Burke & Herbert Financial Services?

Burke & Herbert Financial Services' top insider investors include:
  1. Gary L Hinkle (Director)
  2. Julian Forrest Jr Barnwell (Director)
  3. Shawn Patrick Mclaughlin (Director)
  4. Jose David Riojas (Director)
  5. David P Boyle (CEO)
  6. Mark Guthrie Anderson (Director)
  7. Nicholas Carosi III (Director)
Learn More about top insider investors at Burke & Herbert Financial Services.

Who are the major institutional investors of Burke & Herbert Financial Services?

Burke & Herbert Financial Services' top institutional shareholders include:
  1. Fourthstone LLC — 2.66%
  2. Geode Capital Management LLC — 2.05%
  3. State Street Corp — 1.94%
  4. Burke & Herbert Bank & Trust Co. — 1.76%
  5. Charles Schwab Investment Management Inc. — 0.73%
  6. Royce & Associates LP — 0.64%
Learn More about top institutional investors of Burke & Herbert Financial Services stock.

Which institutional investors are selling Burke & Herbert Financial Services stock?

During the last quarter, BHRB stock was sold by these institutional investors:
  1. Burke & Herbert Bank & Trust Co.
  2. Hendershot Investments Inc.
  3. Royce & Associates LP
  4. Moors & Cabot Inc.
  5. Passive Capital Management LLC.
  6. HighTower Advisors LLC

Which institutional investors are buying Burke & Herbert Financial Services stock?

During the previous quarter, BHRB stock was acquired by institutional investors including:
  1. Fourthstone LLC
  2. Charles Schwab Investment Management Inc.
  3. State Street Corp
  4. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
  5. Geode Capital Management LLC
  6. Barclays PLC
  7. Barclays PLC
  8. Mittelman Wealth Management
Within the previous year, these company insiders have bought Burke & Herbert Financial Services stock:
  1. Gary L Hinkle (Director)
  2. Julian Forrest Jr Barnwell (Director)
  3. Shawn Patrick Mclaughlin (Director)
  4. Jose David Riojas (Director)
  5. David P Boyle (CEO)
  6. Mark Guthrie Anderson (Director)
  7. Nicholas Carosi III (Director)
Learn More investors buying Burke & Herbert Financial Services stock.