Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans John Marshall Bancorp, Inc. comprennent
Fourthstone LLC,
Snowden Capital Advisors LLC,
Advisory Services Network, LLC,
Raymond James Financial Inc,
Atlantic Union Bankshares Corp,
Allworth Financial LP,
et
IFP Advisors, Inc
.
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt |
Source |
Investisseur |
|
Type |
Prix moyen
(Est) |
Actions |
Δ Actions
(%) |
Valeur déclarée
(1000 $) |
Δ Valeur
(%) |
Allocation de portefeuille
(%) |
| 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 |
|
|
