OBT / Orange County Bancorp, Inc. - Kepemilikan Institusional - Pembeli

Orange County Bancorp, Inc.
US ˙ NasdaqCM ˙ US68417L1070

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Orange County Bancorp, Inc. meliputi Endeavour Capital Advisors Inc, Boothbay Fund Management, Llc, Azora Capital LP, Marshall Wace, Llp, PMC FIG Opportunities LLC, Victory Capital Management Inc, Kennedy Capital Management, Inc., IWO - iShares Russell 2000 Growth ETF, Gator Capital Management, LLC, Squarepoint Ops LLC, MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio, PSGIX - Blackrock Advantage Small Cap Growth Fund Institutional, MMEAX - Victory Integrity Discovery Fund Class A, Persistent Asset Partners Ltd, Quantinno Capital Management LP, Two Sigma Advisers, Lp, Culbertson A N & Co Inc, Cubist Systematic Strategies, LLC, OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio, dan Raymond James Financial Inc .

Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-08-29 NP John Hancock Financial Opportunities Fund 123,187 40.82 3,183 55.57
2025-08-14 13F Bnp Paribas Arbitrage, Sa 7,074 58.15 183 75.00
2025-08-14 13F Millennium Management Llc 37,573 222.24 971 256.62
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 18,124 9.68 468 21.24
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 94 2
2025-08-14 13F Cubist Systematic Strategies, LLC 7,634 197
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 283 58.99 7 75.00
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 3 50.00 0
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 3,519 17.61 91 30.43
2025-07-25 13F Cwm, Llc 494 222.88 0
2025-08-14 13F Two Sigma Investments, Lp 32,867 150.24 849 176.55
2025-08-13 13F EverSource Wealth Advisors, LLC 363 9
2025-08-14 13F Ameriprise Financial Inc 20,268 4.44 524 15.45
2025-08-13 13F Renaissance Technologies Llc 20,900 120.00 540 143.24
2025-08-14 13F Point72 Asia (Singapore) Pte. Ltd. 684 18
2025-08-14 13F Fourthstone LLC 240,308 6,210
2025-08-13 13F Northwestern Mutual Wealth Management Co 1,086 28
2025-08-13 13F Victory Capital Management Inc 25,250 652
2025-06-26 NP FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,077 23.78 49 13.95
2025-08-27 NP OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 6,471 167
2025-08-13 13F Endeavour Capital Advisors Inc 198,200 5,121
2025-08-14 13F Kahn Brothers Group Inc /de/ 8,000 207
2025-08-14 13F Goldman Sachs Group Inc 55,181 49.79 1,426 65.51
2025-08-13 13F Hsbc Holdings Plc 44,478 201.40 1,141 230.43
2025-08-28 NP IWO - iShares Russell 2000 Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 22,299 576
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 298 8
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 809 21
2025-08-13 13F Gator Capital Management, LLC 20,000 517
2025-06-26 NP FRBAX - Regional Bank Fund Class A 130,937 0.07 3,107 -8.21
2025-07-24 13F IFP Advisors, Inc 18 0
2025-08-11 13F HighTower Advisors, LLC 16,993 63.77 439 81.40
2025-08-15 13F Morgan Stanley 48,704 60.67 1,259 77.43
2025-05-29 NP JAFEX - Total Stock Market Index Trust NAV 187 240.00 4 33.33
2025-08-14 13F Bank Of America Corp /de/ 52,872 181.04 1,366 210.45
2025-08-14 13F Quantinno Capital Management LP 8,344 216
2025-08-11 13F Persistent Asset Partners Ltd 9,390 243
2025-08-11 13F Vanguard Group Inc 542,127 20.15 14,009 32.74
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 204 5
2025-06-26 NP DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,001 373.26 142 343.75
2025-08-12 13F Dimensional Fund Advisors Lp 67,464 48.55 1,743 64.12
2025-08-14 13F State Street Corp 158,315 3.14 4,091 13.93
2025-06-27 NP RSSL - Global X Russell 2000 ETF 6,087 4.66 144 -4.00
2025-05-28 NP QCEQRX - Equity Index Account Class R1 4,836 100.00 113 -15.67
2025-08-14 13F EJF Capital LLC 113,938 2,944
2025-08-14 13F Royal Bank Of Canada 7,241 7.90 187 19.87
2025-08-14 13F Manufacturers Life Insurance Company, The 319,723 29.84 8,262 43.45
2025-09-04 13F/A Advisor Group Holdings, Inc. 1 0
2025-08-12 13F SRS Capital Advisors, Inc. 62 121.43 2
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 744 2.20 18 -5.56
2025-08-11 13F Martingale Asset Management L P 22,761 6.06 588 17.37
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 427 11
2025-08-11 13F Culbertson A N & Co Inc 7,800 202
2025-08-14 13F Alliancebernstein L.p. 285,968 46.90 7,389 62.29
2025-08-13 13F Marshall Wace, Llp 38,165 986
2025-08-27 13F/A Squarepoint Ops LLC 18,840 487
2025-07-28 NP HDG - ProShares Hedge Replication ETF 13 8.33 0
2025-08-15 13F Tower Research Capital LLC (TRC) 3,453 706.78 89 790.00
2025-06-24 NP SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 25,220 2.85 598 -5.68
2025-08-14 13F Jane Street Group, Llc 8,824 1.11 228 11.76
2025-08-14 13F Maltese Capital Management Llc 120,000 3,101
2025-08-27 NP VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 315,785 38.32 8,160 52.79
2025-08-28 NP MMEAX - Victory Integrity Discovery Fund Class A 13,500 349
2025-08-14 13F Citadel Advisors Llc 31,577 0.38 816 10.88
2025-05-27 NP QABA - First Trust NASDAQ ABA Community Bank Index Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,812 98.60 159 -16.32
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 436 10
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 7,800 5.41 202 16.18
2025-08-07 13F Allworth Financial LP 24 1
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 846 22
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 34 6.25 1
2025-08-11 13F Covestor Ltd 5 66.67 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 2,240 96.49 58 119.23
2025-08-14 13F/A Barclays Plc 43,845 93.58 1
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 2,956 20.26 70 11.11
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 2,487 4.15 64 16.36
2025-08-14 13F Point72 (DIFC) Ltd 22 1
2025-08-11 13F Brown Brothers Harriman & Co 84,374 2,180
2025-08-12 13F BlackRock, Inc. 1,141,045 55.07 29,485 71.32
2025-07-10 13F NorthCrest Asset Manangement, LLC 25,996 0.04 713 17.30
2025-07-29 NP VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 51,540 9.23 1,318 9.29
2025-08-13 13F Kennedy Capital Management, Inc. 23,025 595
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 6,736 14.67 172 14.67
2025-08-14 13F Fmr Llc 1,326 620.65 34 750.00
2025-08-22 NP FECGX - Fidelity Small Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,881 49
2025-08-27 NP VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,014 51.95 155 68.48
2025-08-14 13F Raymond James Financial Inc 4,040 104
2025-07-28 NP VCSLX - Small Cap Index Fund 4,345 11.30 111 12.12
2025-08-14 13F Boothbay Fund Management, Llc 63,380 1,638
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 257 7
2025-03-24 NP JSML - Janus Henderson Small Cap Growth Alpha ETF 2,650 66.14 69 -19.05
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 2,390 81.06 62 103.33
2025-08-14 13F Azora Capital LP 50,000 1,292
2025-08-14 13F Wellington Management Group Llp 966,410 89.77 24,972 109.65
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 2,052 10.20 53 23.26
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 479 12
2025-08-08 13F/A Sterling Capital Management LLC 190 7.95 5 0.00
2025-08-12 13F American Century Companies Inc 124,512 0.42 3,217 10.93
2025-08-14 13F Two Sigma Advisers, Lp 8,200 212
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 16,711 432
2025-08-06 13F Commonwealth Equity Services, Llc 16,896 0.15 0
2025-07-07 13F Versant Capital Management, Inc 765 56.76 20 72.73
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 7,858 5.96 203 17.34
2025-07-31 13F Nisa Investment Advisors, Llc 521 3,156.25 13
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 1,592 2.45 41 13.89
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12,187 4.03 312 4.01
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 1,162 2.56 28 -6.90
2025-08-12 13F Proequities, Inc. 0 0
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 434 10
2025-08-14 13F PMC FIG Opportunities LLC 27,230 704
2025-08-26 NP PSGIX - Blackrock Advantage Small Cap Growth Fund Institutional This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14,141 365
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