Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in John Marshall Bancorp, Inc. includono
Fourthstone LLC,
Snowden Capital Advisors LLC,
Advisory Services Network, LLC,
Raymond James Financial Inc,
Atlantic Union Bankshares Corp,
Allworth Financial LP,
e
IFP Advisors, Inc
.
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
Esegui l'upgradeper sbloccare i dati premium.
| Data di deposito |
Fonte |
Investitore |
|
Tipo |
Prezzo medio
(Stima) |
Azioni |
Δ Azioni
(%) |
Valore
dichiarato
($ 1000) |
Δ Valore
(%) |
Allocazione del portafoglio
(%) |
| 2025-07-07 |
13F |
Versant Capital Management, Inc
|
|
|
|
256 |
|
5 |
|
|
| 2025-08-12 |
13F |
Charles Schwab Investment Management Inc
|
|
|
|
36.340 |
4,89 |
673 |
17,66 |
|
| 2025-08-28 |
NP |
ITOT - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
28.751 |
2,74 |
533 |
15,15 |
|
| 2025-07-09 |
13F |
Harbor Capital Advisors, Inc.
|
|
|
|
123 |
2,50 |
0 |
|
|
| 2025-08-22 |
NP |
FISVX - Fidelity Small Cap Value Index Fund
|
|
|
|
13.532 |
0,88 |
251 |
13,12 |
|
| 2025-08-12 |
13F |
Legal & General Group Plc
|
|
|
|
1.165 |
10,32 |
22 |
23,53 |
|
| 2025-08-14 |
13F |
Fourthstone LLC
|
|
|
|
82.857 |
|
1.535 |
|
|
| 2025-06-27 |
NP |
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1
|
|
|
|
1.422 |
2,45 |
24 |
-7,69 |
|
| 2025-07-21 |
13F |
Ameritas Advisory Services, LLC
|
|
|
|
2.415 |
|
45 |
|
|
| 2025-06-27 |
NP |
EBIT - Harbor AlphaEdge Small Cap Earners ETF
|
|
|
|
122 |
2,52 |
2 |
0,00 |
|
| 2025-08-26 |
NP |
Profunds - Profund Vp Small-cap
|
|
|
|
29 |
3,57 |
1 |
|
|
| 2025-08-26 |
NP |
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB
|
|
|
|
2.644 |
15,21 |
49 |
29,73 |
|
| 2025-08-14 |
13F |
Snowden Capital Advisors LLC
|
|
|
|
21.017 |
|
396 |
|
|
| 2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
5.625 |
|
104 |
|
|
| 2025-08-14 |
13F |
Wells Fargo & Company/mn
|
|
|
|
11.736 |
5,34 |
217 |
17,93 |
|
| 2025-08-26 |
NP |
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc.
|
|
|
|
1.269.053 |
2,43 |
23.516 |
14,89 |
|
| 2025-08-19 |
13F |
Advisory Services Network, LLC
|
|
|
|
10.900 |
|
201 |
|
|
| 2025-07-28 |
NP |
VCSLX - Small Cap Index Fund
|
|
|
|
8.298 |
73,49 |
145 |
61,80 |
|
| 2025-08-26 |
NP |
VVICX - Voya VACS Index Series SC Portfolio
|
|
|
|
1.289 |
8,59 |
24 |
21,05 |
|
| 2025-08-28 |
NP |
IWC - iShares Micro-Cap ETF
|
|
|
|
28.402 |
0,69 |
526 |
13,12 |
|
| 2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
23.180 |
9,03 |
430 |
22,22 |
|
| 2025-08-14 |
13F |
Millennium Management Llc
|
|
|
|
13.951 |
|
259 |
|
|
| 2025-08-07 |
13F |
Allworth Financial LP
|
|
|
|
4 |
|
0 |
|
|
| 2025-08-15 |
13F |
Tower Research Capital LLC (TRC)
|
|
|
|
1.433 |
97,11 |
27 |
116,67 |
|
| 2025-07-25 |
13F |
Cwm, Llc
|
|
|
|
136 |
94,29 |
0 |
|
|
| 2025-08-12 |
13F |
Rhumbline Advisers
|
|
|
|
19.260 |
7,09 |
357 |
19,87 |
|
| 2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
10.411 |
|
193 |
|
|
| 2025-07-24 |
NP |
FSMAX - Fidelity Extended Market Index Fund
|
|
|
|
68.372 |
0,53 |
1.192 |
-5,99 |
|
| 2025-06-27 |
NP |
RSSL - Global X Russell 2000 ETF
|
|
|
|
7.542 |
5,19 |
130 |
-4,44 |
|
| 2025-08-26 |
NP |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB
|
|
|
|
1.710 |
81,91 |
32 |
106,67 |
|
| 2025-08-06 |
13F |
Atlantic Union Bankshares Corp
|
|
|
|
3.375 |
|
63 |
|
|
| 2025-05-29 |
NP |
JAFEX - Total Stock Market Index Trust NAV
|
|
|
|
243 |
47,27 |
4 |
33,33 |
|
| 2025-08-14 |
13F |
T. Rowe Price Investment Management, Inc.
|
|
|
|
2.018.405 |
3,10 |
37 |
15,63 |
|
| 2025-08-27 |
NP |
RYMKX - Russell 2000 1.5x Strategy Fund Class H
|
|
|
|
18 |
5,88 |
0 |
|
|
| 2025-08-14 |
13F |
Mariner, LLC
|
|
|
|
16.308 |
0,10 |
302 |
12,27 |
|
| 2025-08-26 |
NP |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB
|
|
|
|
4.570 |
17,18 |
85 |
31,25 |
|
| 2025-08-13 |
13F |
EverSource Wealth Advisors, LLC
|
|
|
|
83 |
|
2 |
|
|
| 2025-08-08 |
13F |
Geode Capital Management, Llc
|
|
|
|
295.870 |
1,50 |
5.484 |
13,85 |
|
| 2025-08-28 |
NP |
SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
372 |
73,02 |
7 |
100,00 |
|
| 2025-06-26 |
NP |
FSSNX - Fidelity Small Cap Index Fund
|
|
|
|
123.479 |
0,81 |
2.123 |
-8,38 |
|
| 2025-07-24 |
NP |
FCFMX - Fidelity Series Total Market Index Fund
|
|
|
|
17.538 |
8,28 |
306 |
0,99 |
|
| 2025-08-14 |
13F |
Susquehanna International Group, Llp
|
|
|
|
30.228 |
77,23 |
560 |
99,29 |
|
| 2025-07-14 |
13F |
GAMMA Investing LLC
|
|
|
|
235 |
230,99 |
4 |
300,00 |
|
| 2025-08-14 |
13F/A |
Barclays Plc
|
|
|
|
21.148 |
67,84 |
0 |
|
|
| 2025-07-24 |
13F |
IFP Advisors, Inc
|
|
|
|
1 |
|
0 |
|
|
| 2025-08-14 |
13F |
FJ Capital Management LLC
|
|
|
|
413.353 |
29,12 |
7.659 |
44,84 |
|
| 2025-08-11 |
13F |
Covestor Ltd
|
|
|
|
64 |
6.300,00 |
0 |
|
|
| 2025-07-29 |
NP |
VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares
|
|
|
|
62.616 |
9,22 |
1.092 |
2,15 |
|
| 2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
| 2025-08-26 |
NP |
IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV
|
|
|
|
3.657 |
20,53 |
68 |
34,00 |
|
| 2025-06-23 |
NP |
PJARX - SmallCap Value Fund II R-3
|
|
|
|
911 |
3,17 |
16 |
-6,25 |
|
| 2025-06-26 |
NP |
KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
51 |
6,25 |
1 |
|
|
| 2025-08-11 |
13F |
Vanguard Group Inc
|
|
|
|
654.976 |
0,96 |
12.137 |
13,24 |
|
| 2025-08-14 |
13F |
State Street Corp
|
|
|
|
212.177 |
0,68 |
3.993 |
14,71 |
|
| 2025-08-08 |
13F/A |
Sterling Capital Management LLC
|
|
|
|
354 |
63,89 |
7 |
100,00 |
|
| 2025-06-26 |
NP |
FLXSX - Fidelity Flex Small Cap Index Fund
|
|
|
|
2.876 |
37,81 |
49 |
25,64 |
|
| 2025-07-28 |
NP |
HDG - ProShares Hedge Replication ETF
|
|
|
|
16 |
6,67 |
0 |
|
|
