Sierra Bancorp Ownership 2024 | Who Owns Sierra Bancorp Now?


OverviewForecastRevenueFinancialsChart

Institutional Ownership

55.15%

Insider Ownership

10.45%

Retail Ownership

34.40%

Institutional Holders

90.00

Sierra Bancorp Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.9.38%0.00%1,360,3307,8520.58%30,444,186Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP6.79%0.01%985,415-10,400-1.04%22,052,605Jun 30, 2024
VANGUARD GROUP INC4.93%0.00%715,52935,4765.22%16,013,539Jun 30, 2024
PRIVATE MANAGEMENT GROUP INC4.53%0.57%657,1477,5151.16%14,706,950Jun 30, 2024
BANC FUNDS CO LLC2.97%1.14%430,428-6,318-1.45%9,632,979Jun 30, 2024
MANUFACTURERS LIFE INSURANCE COMPANY, THE2.83%0.01%409,864-1,979-0.48%9,172,756Jun 30, 2024
AMERIPRISE FINANCIAL INC2.45%0.00%355,9197,3142.10%7,965,460Jun 30, 2024
STATE STREET CORP2.14%0.00%310,162-3,969-1.26%6,941,426,000Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.06%0.00%298,4687,8832.71%6,680,495Jun 30, 2024
NORTHERN TRUST CORP1.50%0.00%216,901-4,405-1.99%4,854,245,000Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC1.44%0.01%208,512-4,300-2.02%4,666,499Jun 30, 2024
FMR LLC1.19%0.00%173,01521,61414.28%3,872,076Jun 30, 2024
FOUNDRY PARTNERS, LLC1.02%0.18%148,490-1,925-1.28%3,323,206Jun 30, 2024
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC0.97%0.01%141,1421,0200.73%3,158,758Jun 30, 2024
LSV ASSET MANAGEMENT0.87%0.01%126,900--2,840,000Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.86%0.07%124,2425,0404.23%2,780,536Jun 30, 2024
BANK OF NEW YORK MELLON CORP0.82%0.00%119,5203,5313.04%2,674,860Jun 30, 2024
MORGAN STANLEY0.81%0.00%117,829-11,012-8.55%2,637,028Jun 30, 2024
AMERICAN CENTURY COMPANIES INC0.78%0.00%113,481150.01%2,539,705Jun 30, 2024
GOLDMAN SACHS GROUP INC0.68%0.00%98,56815,15818.17%2,205,952Jun 30, 2024

Sierra Bancorp's largest institutional shareholder is BLACKROCK INC., holding 9.38% of the company's total share outstanding, currently valued at $30.44M. The top 10 institutional shareholders own together 39.56% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BANC FUNDS CO LLC2.97%1.14%430,428-6,318-1.45%9,632,979Jun 30, 2024
PRIVATE MANAGEMENT GROUP INC4.53%0.57%657,1477,5151.16%14,706,950Jun 30, 2024
FOUNDRY PARTNERS, LLC1.02%0.18%148,490-1,925-1.28%3,323,206Jun 30, 2024
MKT ADVISORS LLC0.08%0.14%12,320--272,642Jun 30, 2024
ENTRYPOINT CAPITAL, LLC0.03%0.13%3,8583,858100.00%86,342Jun 30, 2024
PASADENA PRIVATE WEALTH, LLC0.09%0.07%13,200--295,416Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.86%0.07%124,2425,0404.23%2,780,536Jun 30, 2024
EMPOWERED FUNDS, LLC0.49%0.03%71,2425,0407.61%1,594,396Jun 30, 2024
MUTUAL ADVISORS, LLC0.21%0.03%30,951-9,092-22.71%885,818Jun 30, 2024
KENNEDY CAPITAL MANAGEMENT LLC0.22%0.02%32,48432,484100.00%726,992Jun 30, 2024
BFSG, LLC0.04%0.02%5,395--120,741Jun 30, 2024
VAN HULZEN ASSET MANAGEMENT, LLC0.07%0.01%10,001-3,000-23.08%224,000Jun 30, 2024
GLOBEFLEX CAPITAL L P0.04%0.01%6,286-2,727-30.26%140,703Jun 30, 2024
MARTINGALE ASSET MANAGEMENT L P0.21%0.01%29,7536012.06%665,873Jun 30, 2024
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC0.97%0.01%141,1421,0200.73%3,158,758Jun 30, 2024
MANUFACTURERS LIFE INSURANCE COMPANY, THE2.83%0.01%409,864-1,979-0.48%9,172,756Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC1.44%0.01%208,512-4,300-2.02%4,666,499Jun 30, 2024
LSV ASSET MANAGEMENT0.87%0.01%126,900--2,840,000Jun 30, 2024
GRADIENT INVESTMENTS LLC0.08%0.01%11,560-5,000-30.19%258,713Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP6.79%0.01%985,415-10,400-1.04%22,052,605Jun 30, 2024

The largest Sierra Bancorp shareholder by % of total assets is BANC FUNDS CO LLC. The company owns 430.43K shares of Sierra Bancorp (BSRR), representing 1.14% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC4.93%0.00%715,52935,4765.22%16,013,539Jun 30, 2024
KENNEDY CAPITAL MANAGEMENT LLC0.22%0.02%32,48432,484100.00%726,992Jun 30, 2024
FMR LLC1.19%0.00%173,01521,61414.28%3,872,076Jun 30, 2024
GOLDMAN SACHS GROUP INC0.68%0.00%98,56815,15818.17%2,205,952Jun 30, 2024
BNP PARIBAS ARBITRAGE, SNC0.15%0.00%21,08214,384214.75%471,815Jun 30, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.0.10%0.00%14,16414,164100.00%316,990Jun 30, 2024
TREXQUANT INVESTMENT LP0.08%0.00%11,36111,361100.00%254,259Jun 30, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP0.26%0.00%37,46510,65639.75%838,000Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.06%0.00%298,4687,8832.71%6,680,495Jun 30, 2024
BLACKROCK INC.9.38%0.00%1,360,3307,8520.58%30,444,186Jun 30, 2024
PRIVATE MANAGEMENT GROUP INC4.53%0.57%657,1477,5151.16%14,706,950Jun 30, 2024
AMERIPRISE FINANCIAL INC2.45%0.00%355,9197,3142.10%7,965,460Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.05%0.00%7,0947,094100.00%158,764Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.04%0.00%6,5086,508100.00%145,649Jun 30, 2024
DEUTSCHE BANK AG\0.07%0.00%9,6245,560136.81%215,385Jun 30, 2024
EMPOWERED FUNDS, LLC0.49%0.03%71,2425,0407.61%1,594,396Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.86%0.07%124,2425,0404.23%2,780,536Jun 30, 2024
FIRST TRUST ADVISORS LP0.29%0.00%41,3584,08010.94%925,592Jun 30, 2024
ENTRYPOINT CAPITAL, LLC0.03%0.13%3,8583,858100.00%86,342Jun 30, 2024
BANK OF NEW YORK MELLON CORP0.82%0.00%119,5203,5313.04%2,674,860Jun 30, 2024

As of Jun 30 2024, Sierra Bancorp's largest institutional buyer is VANGUARD GROUP INC. The company purchased 35.48K stocks of BSRR, valued at $16.01M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
INTEGRIS WEALTH MANAGEMENT, LLC----54,130-100.00%-Jun 30, 2024
JPMORGAN CHASE & CO0.32%0.00%46,833-25,052-34.85%1,048,122Jun 30, 2024
ASSENAGON ASSET MANAGEMENT S.A.0.41%0.00%59,665-17,980-23.16%1,335,303Jun 30, 2024
MORGAN STANLEY0.81%0.00%117,829-11,012-8.55%2,637,028Jun 30, 2024
CAMPBELL & CO INVESTMENT ADVISER LLC----10,891-100.00%-Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP6.79%0.01%985,415-10,400-1.04%22,052,605Jun 30, 2024
MUTUAL ADVISORS, LLC0.21%0.03%30,951-9,092-22.71%885,818Jun 30, 2024
UBS GROUP AG0.04%-5,500-9,047-62.19%123,090Jun 30, 2024
TWO SIGMA INVESTMENTS, LP0.11%0.00%16,148-6,942-30.07%361,392Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----6,643-100.00%-Jun 30, 2024
BANC FUNDS CO LLC2.97%1.14%430,428-6,318-1.45%9,632,979Jun 30, 2024
JACOBS LEVY EQUITY MANAGEMENT, INC0.13%0.00%18,406-5,993-24.56%411,926Jun 30, 2024
LOS ANGELES CAPITAL MANAGEMENT LLC0.26%0.00%37,980-5,100-11.84%849,992Jun 30, 2024
GRADIENT INVESTMENTS LLC0.08%0.01%11,560-5,000-30.19%258,713Jun 30, 2024
BARCLAYS PLC0.03%-4,206-4,900-53.81%94,000Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC----4,681-100.00%-Jun 30, 2024
NORTHERN TRUST CORP1.50%0.00%216,901-4,405-1.99%4,854,245,000Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC1.44%0.01%208,512-4,300-2.02%4,666,499Jun 30, 2024
STATE STREET CORP2.14%0.00%310,162-3,969-1.26%6,941,426,000Jun 30, 2024
VAN HULZEN ASSET MANAGEMENT, LLC0.07%0.01%10,001-3,000-23.08%224,000Jun 30, 2024

As of Jun 30 2024, Sierra Bancorp's biggest institutional seller is INTEGRIS WEALTH MANAGEMENT, LLC. The company sold -54.13K shares of BSRR, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
KENNEDY CAPITAL MANAGEMENT LLC0.22%0.02%32,48432,484100.00%726,992Jun 30, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.0.10%0.00%14,16414,164100.00%316,990Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.05%0.00%7,0947,094100.00%158,764Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.04%0.00%6,5086,508100.00%145,649Jun 30, 2024
ENTRYPOINT CAPITAL, LLC0.03%0.13%3,8583,858100.00%86,342Jun 30, 2024
SRS CAPITAL ADVISORS, INC.0.00%0.00%289289100.00%6,468Jun 30, 2024
INNEALTA CAPITAL, LLC0.00%0.00%215215100.00%4,812Jun 30, 2024
SMARTLEAF ASSET MANAGEMENT LLC0.00%0.00%158158100.00%3,333Jun 30, 2024
COVESTOR LTD0.00%0.00%3636100.00%1,000Jun 30, 2024
PICTON MAHONEY ASSET MANAGEMENT0.00%-2222100.00%1,000Jun 30, 2024

Sierra Bancorp's largest new institutional shareholder by number of shares is KENNEDY CAPITAL MANAGEMENT LLC, purchased 32.48K shares, valued at $726.99K, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
INTEGRIS WEALTH MANAGEMENT, LLC----54,130-100.00%-Jun 30, 2024
CAMPBELL & CO INVESTMENT ADVISER LLC----10,891-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----6,643-100.00%-Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC----4,681-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----769-100.00%-Jun 30, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC----2-100.00%-Jun 30, 2024

Sierra Bancorp's largest sold out institutional shareholder by shares sold is INTEGRIS WEALTH MANAGEMENT, LLC, sold -54.13K shares, valued at -, as of undefined.

Sierra Bancorp Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
JOHN HANCOCK INVESTMENT TRUST II0.48%202,947-10,507-4.92%Jan 31, 2024
CORNERCAP GROUP OF FUNDS /VA/0.19%13,490--Sep 30, 2022
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND0.12%163,038--Mar 31, 2024
Vericimetry Funds0.03%2,330--Mar 31, 2024
BRIDGEWAY FUNDS INC0.02%53,000--Mar 28, 2024
VANGUARD VALLEY FORGE FUNDS0.02%8,494--Mar 31, 2024
SSGA FUNDS0.01%4,414--Feb 29, 2024
AMG Funds I0.01%19,239--Jan 31, 2024
IndexIQ ETF Trust0.01%12,046--Jan 31, 2024
QUANTITATIVE MASTER SERIES LLC0.00%23,357-2,286-8.91%Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND0.00%37,2789172.52%Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.00%2,147--Mar 31, 2024
HOTCHKIS & WILEY FUNDS /DE/0.00%37,800--Mar 31, 2024
Fidelity Commonwealth Trust II0.00%17,630--Aug 31, 2023
FIDELITY SELECT PORTFOLIOS0.00%123,100-6,300-4.87%Feb 29, 2024
TIAA SEPARATE ACCOUNT VA 10.00%370--Mar 31, 2024
VANGUARD INDEX FUNDS0.00%589,958-188,072-24.17%Mar 31, 2024
AMERICAN CENTURY ETF TRUST0.00%113,453-6-0.01%Feb 29, 2024
VARIABLE INSURANCE PRODUCTS FUND II0.00%11,332--Mar 31, 2024
SCHWAB CAPITAL TRUST0.00%37,131-357-0.95%Jan 31, 2024
FIDELITY COVINGTON TRUST0.00%14,660-170-1.15%Mar 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%725,87346,5636.85%Jan 31, 2024
NORTHERN FUNDS0.00%92,961-26,530-22.20%Mar 28, 2024
USCF ETF Trust0.00%129--Mar 31, 2024
FIDELITY CONCORD STREET TRUST0.00%123,3774,0053.36%Feb 29, 2024
Calvert Variable Products, Inc.0.00%1,243--Mar 31, 2024
GOLDMAN SACHS VARIABLE INSURANCE TRUST0.00%1,919--Mar 31, 2024
Dimensional ETF Trust0.00%196,5196,9803.68%Jan 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%9,731-640-6.17%Mar 31, 2024
Meeder Funds0.00%1,527--Mar 31, 2024
Forethought Variable Insurance Trust0.00%1,093--Mar 28, 2024
CLEARWATER INVESTMENT TRUST0.00%2,336--Mar 28, 2024
PFM Multi-Manager Series Trust0.00%200--Dec 31, 2023
SunAmerica Specialty Series0.00%115--Apr 30, 2021
Voya VARIABLE PORTFOLIOS INC0.00%6,8081,19621.31%Mar 31, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%15,193--Jan 31, 2024
Global X Funds0.00%6,202--Jan 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%676--Mar 31, 2024
COLUMBIA FUNDS VARIABLE INSURANCE TRUST0.00%76,380-2,318-2.95%Mar 31, 2024
VANGUARD QUANTITATIVE FUNDS0.00%615--Mar 31, 2024
SA FUNDS INVESTMENT TRUST0.00%2,000--Mar 31, 2024
VALIC Co II0.00%4,100--Feb 28, 2021
ADVISORS' INNER CIRCLE FUND0.00%2,500--Jan 31, 2024
OLD WESTBURY FUNDS INC0.00%13,500--Jan 31, 2024
NATIONWIDE VARIABLE INSURANCE TRUST0.00%13,276--Mar 31, 2024
JPMORGAN INSURANCE TRUST0.00%1,250--Mar 31, 2023
RBC FUNDS TRUST0.00%10,300--Mar 28, 2024
Invesco Exchange-Traded Self-Indexed Fund Trust0.00%18,5417864.43%Feb 29, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS, INC.0.00%793--Mar 28, 2024
TIAA-CREF LIFE FUNDS0.00%192--Mar 31, 2024
Goldman Sachs ETF Trust0.00%6,843-264-3.71%Feb 29, 2024
MAINSTAY VP FUNDS TRUST0.00%8,400--Mar 31, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%4,318--Mar 31, 2024
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST0.00%3,025--Dec 31, 2023
MASTER INVESTMENT PORTFOLIO0.00%4,339--Mar 31, 2024
VALIC Co I0.00%13,6855264.00%Feb 29, 2024
FLEXSHARES TRUST0.00%3,492--Jan 31, 2024
T. Rowe Price Index Trust, Inc.0.00%8679512.31%Mar 31, 2024
iSHARES TRUST0.00%550,826-34,085-5.83%Mar 31, 2024
NORTHERN LIGHTS FUND TRUST II0.00%372-218-36.95%Mar 31, 2024
Columbia Funds Variable Series Trust II0.00%1,000--Mar 31, 2024
Voya INVESTORS TRUST0.00%1,690--Mar 31, 2024
MAINSTAY FUNDS TRUST0.00%6,300--Jan 31, 2024
RYDEX SERIES FUNDS0.00%126--Dec 31, 2023
EQ ADVISORS TRUST0.00%35,576-1,313-3.56%Mar 31, 2024
VANGUARD SCOTTSDALE FUNDS0.00%59,2215,0039.23%Feb 29, 2024
JPMORGAN TRUST II0.00%25,322--Feb 29, 2024
WisdomTree Trust0.00%50,811-804-1.56%Mar 31, 2024
ALLSPRING MASTER TRUST0.00%1,109--Feb 29, 2024
GOLDMAN SACHS TRUST0.00%56,544--Jan 31, 2024
RYDEX DYNAMIC FUNDS0.00%63--Dec 31, 2023
NATIONWIDE MUTUAL FUNDS0.00%1,929-312-13.92%Jan 31, 2024
PENN SERIES FUNDS INC0.00%412--Mar 28, 2024
Guggenheim Active Allocation Fund0.00%83--Feb 29, 2024
SEI INSTITUTIONAL MANAGED TRUST0.00%37,4303,95011.80%Dec 31, 2023
BLACKROCK FUNDS0.00%79,426-2,913-3.54%Feb 29, 2024
PGIM ETF TRUST0.00%754--Feb 29, 2024
ProFunds0.00%105-8-7.08%Mar 31, 2024
COLLEGE RETIREMENT EQUITIES FUND0.00%8,919--Mar 31, 2024
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST0.00%20,296--Mar 31, 2024
PROSHARES TRUST0.00%1,97518310.21%Feb 29, 2024
TIAA-CREF FUNDS0.00%23,298--Jan 31, 2024
USAA MUTUAL FUNDS TRUST0.00%1,75228719.59%Jan 31, 2024
Investment Managers Series Trust0.00%10,003--Mar 31, 2024
RYDEX VARIABLE TRUST0.00%8--Dec 31, 2023
MORGAN STANLEY PATHWAY FUNDS0.00%690--Feb 29, 2024
EMPOWER FUNDS, INC.0.00%7,400--Mar 31, 2024
COLUMBIA FUNDS SERIES TRUST I0.00%29,4517,68735.32%Feb 29, 2024
PRINCIPAL FUNDS, INC.0.00%30,786-213-0.69%Jan 31, 2024
ADVANCED SERIES TRUST0.00%15,29110.01%Mar 28, 2024
Brighthouse Funds Trust II0.00%3,863--Mar 31, 2024
Brinker Capital Destinations Trust0.00%251--Feb 29, 2024
SUNAMERICA SERIES TRUST0.00%1,527-46-2.92%Jan 31, 2024
ETF Series Solutions0.00%84--Jan 31, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST0.00%7,180--Mar 31, 2024
HC CAPITAL TRUST0.00%102--Mar 31, 2024
FIDELITY SALEM STREET TRUST0.00%9,791-389-3.82%Mar 31, 2024
Principal Exchange-Traded Funds0.00%20--Mar 31, 2024
Blackstone Alternative Investment Funds0.00%200--Mar 31, 2024
JPMorgan Trust I0.00%2,012--Jan 31, 2024

Sierra Bancorp's largest mutual fund holder by % of total assets is "JOHN HANCOCK INVESTMENT TRUST II", owning 202.95K shares, compromising 0.48% of its total assets.

Sierra Bancorp Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 24908.43%
31 Mar, 2483-1.19%
31 Dec, 2384-1.18%
30 Sep, 23853.66%
30 Jun, 2382-
31 Mar, 2382-3.53%
31 Dec, 22856.25%
30 Sep, 2280-3.61%
30 Jun, 2283-5.68%
31 Mar, 2288-1.12%
31 Dec, 21891.14%
30 Sep, 2188-1.12%
30 Jun, 2189-2.20%
31 Mar, 2191-
31 Dec, 20915.81%
30 Sep, 2086-4.44%
30 Jun, 20907.14%
31 Mar, 2084-11.58%
31 Dec, 19952.15%
30 Sep, 19936.90%
30 Jun, 19871.16%
31 Mar, 1986-2.27%
31 Dec, 1888-4.35%
30 Sep, 1892-
30 Jun, 18923.37%
31 Mar, 1889-3.26%
31 Dec, 179210.84%
30 Sep, 17839.21%
30 Jun, 17767.04%
31 Mar, 1771-12.35%
31 Dec, 16812.53%
30 Sep, 1679-2.47%
30 Jun, 16813.85%
31 Mar, 167816.42%
31 Dec, 156711.67%
30 Sep, 1560-6.25%
30 Jun, 156414.29%
31 Mar, 15561.82%
31 Dec, 1455-6.78%
30 Sep, 14591.72%
30 Jun, 14585.45%
31 Mar, 1455-
31 Dec, 13557.84%
30 Sep, 13514.08%
30 Jun, 1349172.22%
31 Mar, 1318-10.00%
31 Dec, 1220-
30 Sep, 1220-
30 Jun, 1220-
31 Mar, 1220-13.04%
31 Dec, 11239.52%
30 Sep, 11215.00%
30 Jun, 112011.11%
31 Mar, 111812.50%
31 Dec, 10166.67%
30 Sep, 1015-25.00%
30 Jun, 102011.11%
31 Mar, 101863.64%
31 Dec, 0911-21.43%
30 Sep, 0914-12.50%
30 Jun, 091633.33%
31 Mar, 0912-7.69%
31 Dec, 0813-7.14%
30 Sep, 081475.00%
30 Jun, 08814.29%
31 Mar, 087-30.00%
31 Dec, 071042.86%
30 Sep, 077-12.50%
30 Jun, 07814.29%
31 Mar, 077-
31 Dec, 06716.67%
30 Sep, 06650.00%
30 Jun, 064-20.00%
31 Mar, 06525.00%
31 Dec, 054100.00%
30 Sep, 052-50.00%
30 Jun, 05433.33%
31 Mar, 053200.00%
31 Dec, 041-50.00%
30 Sep, 042-
30 Jun, 042-
31 Mar, 042-
31 Dec, 032-
30 Sep, 032-
30 Jun, 032-

As of 30 Jun 24, 90 institutions are holding Sierra Bancorp's shares, representing an increase of 8.43% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 248,000,6940.51%
31 Mar, 247,960,180-2.25%
31 Dec, 238,143,5241.86%
30 Sep, 237,994,746-3.12%
30 Jun, 238,252,5334.21%
31 Mar, 237,918,854-1.79%
31 Dec, 228,063,0392.05%
30 Sep, 227,901,162-1.17%
30 Jun, 227,994,625-1.26%
31 Mar, 228,096,721-2.62%
31 Dec, 218,314,3991.09%
30 Sep, 218,224,912-1.04%
30 Jun, 218,311,719-0.38%
31 Mar, 218,343,644-1.03%
31 Dec, 208,430,6381.02%
30 Sep, 208,345,580-0.61%
30 Jun, 208,396,5801.05%
31 Mar, 208,309,177-2.11%
31 Dec, 198,488,4941.88%
30 Sep, 198,332,0540.98%
30 Jun, 198,251,0032.06%
31 Mar, 198,084,7090.42%
31 Dec, 188,050,6762.22%
30 Sep, 187,876,073-0.74%
30 Jun, 187,934,8041.29%
31 Mar, 187,833,662-1.22%
31 Dec, 177,930,2835.75%
30 Sep, 177,499,1231.94%
30 Jun, 177,356,267-0.08%
31 Mar, 177,362,4402.83%
31 Dec, 167,160,0894.18%
30 Sep, 166,873,0290.45%
30 Jun, 166,842,4470.94%
31 Mar, 166,778,811-0.79%
31 Dec, 156,832,8372.74%
30 Sep, 156,650,665-0.30%
30 Jun, 156,670,568-3.81%
31 Mar, 156,935,129-0.83%
31 Dec, 146,992,924-1.23%
30 Sep, 147,079,887-1.15%
30 Jun, 147,161,953-0.94%
31 Mar, 147,229,8390.61%
31 Dec, 137,186,101-0.66%
30 Sep, 137,233,8000.68%
30 Jun, 137,184,83761.57%
31 Mar, 134,446,8382.61%
31 Dec, 124,333,673-2.34%
30 Sep, 124,437,4356.45%
30 Jun, 124,168,5385.32%
31 Mar, 123,957,911-5.98%
31 Dec, 114,209,8117.38%
30 Sep, 113,920,495-2.12%
30 Jun, 114,005,45320.12%
31 Mar, 113,334,5890.67%
31 Dec, 103,312,243110.57%
30 Sep, 101,572,978-37.32%
30 Jun, 102,509,710-1.98%
31 Mar, 102,560,29258.79%
31 Dec, 091,612,3752.69%
30 Sep, 091,570,152232.39%
30 Jun, 09472,37815.56%
31 Mar, 09408,760-39.23%
31 Dec, 08672,63137.20%
30 Sep, 08490,25574.84%
30 Jun, 08280,40623.00%
31 Mar, 08227,97416.73%
31 Dec, 07195,306-19.82%
30 Sep, 07243,59489.04%
30 Jun, 07128,8565.95%
31 Mar, 07121,61739.79%
31 Dec, 0686,999-25.69%
30 Sep, 06117,078112.02%
30 Jun, 0655,21911.82%
31 Mar, 0649,3835.12%
31 Dec, 0546,976491.64%
30 Sep, 057,940-87.26%
30 Jun, 0562,307112.36%
31 Mar, 0529,34049.34%
31 Dec, 0419,646-10.13%
30 Sep, 0421,860-7.58%
30 Jun, 0423,654-4.62%
31 Mar, 0424,80045.14%
31 Dec, 0317,08770.29%
30 Sep, 0310,034-20.37%
30 Jun, 0312,600-

Sierra Bancorp (BSRR) has 8.00M shares outstanding as of 30 Jun 24, up 0.51% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2455.15%1.83%
31 Mar, 2454.87%1.75%
31 Dec, 2356.01%1.86%
30 Sep, 2354.82%1.75%
30 Jun, 2356.00%2.00%
31 Mar, 2352.89%1.83%
31 Dec, 2253.76%1.93%
30 Sep, 2252.83%1.84%
30 Jun, 2253.54%1.84%
31 Mar, 2253.90%1.81%
31 Dec, 2154.60%1.88%
30 Sep, 2153.91%1.81%
30 Jun, 2154.53%1.82%
31 Mar, 2154.74%1.78%
31 Dec, 2055.40%1.84%
30 Sep, 2054.93%1.80%
30 Jun, 2055.27%1.86%
31 Mar, 2054.44%1.77%
31 Dec, 1955.44%1.87%
30 Sep, 1954.39%1.88%
30 Jun, 1953.82%1.93%
31 Mar, 1952.80%1.90%
31 Dec, 1852.65%1.98%
30 Sep, 1851.59%1.91%
30 Jun, 1852.02%1.97%
31 Mar, 1851.43%1.64%
31 Dec, 1755.96%1.91%
30 Sep, 1754.19%1.92%
30 Jun, 1753.19%1.87%
31 Mar, 1753.34%1.98%
31 Dec, 1651.96%2.09%
30 Sep, 1649.84%1.88%
30 Jun, 1651.52%1.97%
31 Mar, 1651.10%1.98%
31 Dec, 1550.76%2.05%
30 Sep, 1549.78%2.06%
30 Jun, 1549.19%1.91%
31 Mar, 1550.70%1.96%
31 Dec, 1450.82%1.97%
30 Sep, 1450.79%1.96%
30 Jun, 1450.84%1.97%
31 Mar, 1450.81%1.97%
31 Dec, 1350.76%1.95%
30 Sep, 1351.03%1.97%
30 Jun, 1350.85%5.12%
31 Mar, 1331.51%3.34%
31 Dec, 1230.73%3.10%
30 Sep, 1231.46%3.60%
30 Jun, 1229.56%3.75%
31 Mar, 1228.07%3.15%
31 Dec, 1129.86%3.84%
30 Sep, 1127.90%3.41%
30 Jun, 1128.58%5.03%
31 Mar, 1123.85%3.19%
31 Dec, 1027.35%15.00%
30 Sep, 1013.50%2.91%
30 Jun, 1021.55%4.45%
31 Mar, 1022.01%9.06%
31 Dec, 0915.59%6.81%
30 Sep, 0915.13%63.52%
30 Jun, 094.88%27.35%
31 Mar, 094.22%8.74%
31 Dec, 086.95%26.79%
30 Sep, 085.09%59.43%
30 Jun, 082.93%51.47%
31 Mar, 082.39%58.83%
31 Dec, 072.01%31.75%
30 Sep, 072.52%143.84%
30 Jun, 071.32%84.69%
31 Mar, 071.25%156.33%
31 Dec, 060.89%62.30%
30 Sep, 061.20%374.62%
30 Jun, 060.57%220.58%
31 Mar, 060.51%218.75%
31 Dec, 050.48%7312.08%
30 Sep, 050.08%20.13%
30 Jun, 050.63%697.45%
31 Mar, 050.30%739.31%
31 Dec, 040.20%384.26%
30 Sep, 040.23%362.85%
30 Jun, 040.25%357.64%
31 Mar, 040.27%777.37%
31 Dec, 030.18%1586.56%
30 Sep, 030.11%584.98%
30 Jun, 030.14%-

As of 30 Jun 24, Sierra Bancorp is held by 55.15% institutional shareholders, representing a 1.83% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 244451.72%
31 Mar, 2429-17.14%
31 Dec, 233534.62%
30 Sep, 2326-33.33%
30 Jun, 233914.71%
31 Mar, 2334-12.82%
31 Dec, 223930.00%
30 Sep, 22307.14%
30 Jun, 2228-9.68%
31 Mar, 2231-11.43%
31 Dec, 213516.67%
30 Sep, 2130-14.29%
30 Jun, 2135-10.26%
31 Mar, 21395.41%
31 Dec, 203742.31%
30 Sep, 2026-43.48%
30 Jun, 204624.32%
31 Mar, 2037-13.95%
31 Dec, 194310.26%
30 Sep, 1939-7.14%
30 Jun, 194213.51%
31 Mar, 1937-7.50%
31 Dec, 1840-6.98%
30 Sep, 1843-8.51%
30 Jun, 184723.68%
31 Mar, 1838-28.30%
31 Dec, 175326.19%
30 Sep, 174227.27%
30 Jun, 173310.00%
31 Mar, 1730-21.05%
31 Dec, 1638-2.56%
30 Sep, 1639-22.00%
30 Jun, 1650-3.85%
31 Mar, 165292.59%
31 Dec, 1527-10.00%
30 Sep, 1530-14.29%
30 Jun, 153545.83%
31 Mar, 1524-
31 Dec, 14244.35%
30 Sep, 1423-11.54%
30 Jun, 1426-3.70%
31 Mar, 142722.73%
31 Dec, 1322-4.35%
30 Sep, 1323-41.03%
30 Jun, 1339290.00%
31 Mar, 1310-
31 Dec, 1210-23.08%
30 Sep, 12138.33%
30 Jun, 121220.00%
31 Mar, 1210-16.67%
31 Dec, 111250.00%
30 Sep, 118-20.00%
30 Jun, 111011.11%
31 Mar, 119-35.71%
31 Dec, 1014366.67%
30 Sep, 103-75.00%
30 Jun, 10129.09%
31 Mar, 1011120.00%
31 Dec, 095-16.67%
30 Sep, 096-40.00%
30 Jun, 091042.86%
31 Mar, 09740.00%
31 Dec, 085-44.44%
30 Sep, 08928.57%
30 Jun, 08716.67%
31 Mar, 086-
31 Dec, 07650.00%
30 Sep, 074-
30 Jun, 074-
31 Mar, 074-
31 Dec, 064-33.33%
30 Sep, 06650.00%
30 Jun, 064100.00%
31 Mar, 062-33.33%
31 Dec, 053-
30 Sep, 05--100.00%
30 Jun, 05350.00%
31 Mar, 052-
31 Dec, 04--
30 Sep, 04--100.00%
30 Jun, 041-
31 Mar, 041-50.00%
31 Dec, 032-
30 Sep, 032-
30 Jun, 032-

44 institutional shareholders have increased their position in BSRR stock as of 30 Jun 24 compared to 29 in the previous quarter (a 51.72% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 2430-3.23%
31 Mar, 243124.00%
31 Dec, 2325-26.47%
30 Sep, 233425.93%
30 Jun, 2327-10.00%
31 Mar, 2330-3.23%
31 Dec, 223124.00%
30 Sep, 2225-32.43%
30 Jun, 2237-
31 Mar, 22378.82%
31 Dec, 2134-15.00%
30 Sep, 214011.11%
30 Jun, 21365.88%
31 Mar, 213425.93%
31 Dec, 2027-27.03%
30 Sep, 203760.87%
30 Jun, 2023-28.13%
31 Mar, 20323.23%
31 Dec, 193114.81%
30 Sep, 192722.73%
30 Jun, 1922-15.38%
31 Mar, 1926-
31 Dec, 1826-
30 Sep, 18264.00%
30 Jun, 1825-26.47%
31 Mar, 183425.93%
31 Dec, 17273.85%
30 Sep, 1726-10.34%
30 Jun, 1729-3.33%
31 Mar, 17307.14%
31 Dec, 162840.00%
30 Sep, 16205.26%
30 Jun, 161926.67%
31 Mar, 1615-34.78%
31 Dec, 152327.78%
30 Sep, 1518-5.26%
30 Jun, 15195.56%
31 Mar, 15185.88%
31 Dec, 1417-26.09%
30 Sep, 1423-
30 Jun, 142327.78%
31 Mar, 1418-28.00%
31 Dec, 132531.58%
30 Sep, 1319171.43%
30 Jun, 13716.67%
31 Mar, 136-14.29%
31 Dec, 127133.33%
30 Sep, 123-
30 Jun, 123-
31 Mar, 123-40.00%
31 Dec, 115-28.57%
30 Sep, 11775.00%
30 Jun, 114-
31 Mar, 114300.00%
31 Dec, 101-85.71%
30 Sep, 10716.67%
30 Jun, 10620.00%
31 Mar, 10566.67%
31 Dec, 093200.00%
30 Sep, 091-50.00%
30 Jun, 092100.00%
31 Mar, 091-75.00%
31 Dec, 084300.00%
30 Sep, 081-
30 Jun, 08--
31 Mar, 08--100.00%
31 Dec, 072-
30 Sep, 07--100.00%
30 Jun, 072-
31 Mar, 07--100.00%
31 Dec, 062-
30 Sep, 06--
30 Jun, 06--100.00%
31 Mar, 061-
31 Dec, 051-
30 Sep, 05--
30 Jun, 05--
31 Mar, 05--100.00%
31 Dec, 041-50.00%
30 Sep, 042100.00%
30 Jun, 041-
31 Mar, 04--
31 Dec, 03--
30 Sep, 03--
30 Jun, 03--

30 institutional shareholders have reduced their position in BSRR stock as of 30 Jun 24 compared to 31 in the previous quarter (a -3.23% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 24908.43%8,000,6940.51%55.15%1.83%4451.72%30-3.23%
31 Mar, 2483-1.19%7,960,180-2.25%54.87%1.75%29-17.14%3124.00%
31 Dec, 2384-1.18%8,143,5241.86%56.01%1.86%3534.62%25-26.47%
30 Sep, 23853.66%7,994,746-3.12%54.82%1.75%26-33.33%3425.93%
30 Jun, 2382-8,252,5334.21%56.00%2.00%3914.71%27-10.00%
31 Mar, 2382-3.53%7,918,854-1.79%52.89%1.83%34-12.82%30-3.23%
31 Dec, 22856.25%8,063,0392.05%53.76%1.93%3930.00%3124.00%
30 Sep, 2280-3.61%7,901,162-1.17%52.83%1.84%307.14%25-32.43%
30 Jun, 2283-5.68%7,994,625-1.26%53.54%1.84%28-9.68%37-
31 Mar, 2288-1.12%8,096,721-2.62%53.90%1.81%31-11.43%378.82%
31 Dec, 21891.14%8,314,3991.09%54.60%1.88%3516.67%34-15.00%
30 Sep, 2188-1.12%8,224,912-1.04%53.91%1.81%30-14.29%4011.11%
30 Jun, 2189-2.20%8,311,719-0.38%54.53%1.82%35-10.26%365.88%
31 Mar, 2191-8,343,644-1.03%54.74%1.78%395.41%3425.93%
31 Dec, 20915.81%8,430,6381.02%55.40%1.84%3742.31%27-27.03%
30 Sep, 2086-4.44%8,345,580-0.61%54.93%1.80%26-43.48%3760.87%
30 Jun, 20907.14%8,396,5801.05%55.27%1.86%4624.32%23-28.13%
31 Mar, 2084-11.58%8,309,177-2.11%54.44%1.77%37-13.95%323.23%
31 Dec, 19952.15%8,488,4941.88%55.44%1.87%4310.26%3114.81%
30 Sep, 19936.90%8,332,0540.98%54.39%1.88%39-7.14%2722.73%
30 Jun, 19871.16%8,251,0032.06%53.82%1.93%4213.51%22-15.38%
31 Mar, 1986-2.27%8,084,7090.42%52.80%1.90%37-7.50%26-
31 Dec, 1888-4.35%8,050,6762.22%52.65%1.98%40-6.98%26-
30 Sep, 1892-7,876,073-0.74%51.59%1.91%43-8.51%264.00%
30 Jun, 18923.37%7,934,8041.29%52.02%1.97%4723.68%25-26.47%
31 Mar, 1889-3.26%7,833,662-1.22%51.43%1.64%38-28.30%3425.93%
31 Dec, 179210.84%7,930,2835.75%55.96%1.91%5326.19%273.85%
30 Sep, 17839.21%7,499,1231.94%54.19%1.92%4227.27%26-10.34%
30 Jun, 17767.04%7,356,267-0.08%53.19%1.87%3310.00%29-3.33%
31 Mar, 1771-12.35%7,362,4402.83%53.34%1.98%30-21.05%307.14%
31 Dec, 16812.53%7,160,0894.18%51.96%2.09%38-2.56%2840.00%
30 Sep, 1679-2.47%6,873,0290.45%49.84%1.88%39-22.00%205.26%
30 Jun, 16813.85%6,842,4470.94%51.52%1.97%50-3.85%1926.67%
31 Mar, 167816.42%6,778,811-0.79%51.10%1.98%5292.59%15-34.78%
31 Dec, 156711.67%6,832,8372.74%50.76%2.05%27-10.00%2327.78%
30 Sep, 1560-6.25%6,650,665-0.30%49.78%2.06%30-14.29%18-5.26%
30 Jun, 156414.29%6,670,568-3.81%49.19%1.91%3545.83%195.56%
31 Mar, 15561.82%6,935,129-0.83%50.70%1.96%24-185.88%
31 Dec, 1455-6.78%6,992,924-1.23%50.82%1.97%244.35%17-26.09%
30 Sep, 14591.72%7,079,887-1.15%50.79%1.96%23-11.54%23-
30 Jun, 14585.45%7,161,953-0.94%50.84%1.97%26-3.70%2327.78%
31 Mar, 1455-7,229,8390.61%50.81%1.97%2722.73%18-28.00%
31 Dec, 13557.84%7,186,101-0.66%50.76%1.95%22-4.35%2531.58%
30 Sep, 13514.08%7,233,8000.68%51.03%1.97%23-41.03%19171.43%
30 Jun, 1349172.22%7,184,83761.57%50.85%5.12%39290.00%716.67%
31 Mar, 1318-10.00%4,446,8382.61%31.51%3.34%10-6-14.29%
31 Dec, 1220-4,333,673-2.34%30.73%3.10%10-23.08%7133.33%
30 Sep, 1220-4,437,4356.45%31.46%3.60%138.33%3-
30 Jun, 1220-4,168,5385.32%29.56%3.75%1220.00%3-
31 Mar, 1220-13.04%3,957,911-5.98%28.07%3.15%10-16.67%3-40.00%
31 Dec, 11239.52%4,209,8117.38%29.86%3.84%1250.00%5-28.57%
30 Sep, 11215.00%3,920,495-2.12%27.90%3.41%8-20.00%775.00%
30 Jun, 112011.11%4,005,45320.12%28.58%5.03%1011.11%4-
31 Mar, 111812.50%3,334,5890.67%23.85%3.19%9-35.71%4300.00%
31 Dec, 10166.67%3,312,243110.57%27.35%15.00%14366.67%1-85.71%
30 Sep, 1015-25.00%1,572,978-37.32%13.50%2.91%3-75.00%716.67%
30 Jun, 102011.11%2,509,710-1.98%21.55%4.45%129.09%620.00%
31 Mar, 101863.64%2,560,29258.79%22.01%9.06%11120.00%566.67%
31 Dec, 0911-21.43%1,612,3752.69%15.59%6.81%5-16.67%3200.00%
30 Sep, 0914-12.50%1,570,152232.39%15.13%63.52%6-40.00%1-50.00%
30 Jun, 091633.33%472,37815.56%4.88%27.35%1042.86%2100.00%
31 Mar, 0912-7.69%408,760-39.23%4.22%8.74%740.00%1-75.00%
31 Dec, 0813-7.14%672,63137.20%6.95%26.79%5-44.44%4300.00%
30 Sep, 081475.00%490,25574.84%5.09%59.43%928.57%1-
30 Jun, 08814.29%280,40623.00%2.93%51.47%716.67%--
31 Mar, 087-30.00%227,97416.73%2.39%58.83%6---100.00%
31 Dec, 071042.86%195,306-19.82%2.01%31.75%650.00%2-
30 Sep, 077-12.50%243,59489.04%2.52%143.84%4---100.00%
30 Jun, 07814.29%128,8565.95%1.32%84.69%4-2-
31 Mar, 077-121,61739.79%1.25%156.33%4---100.00%
31 Dec, 06716.67%86,999-25.69%0.89%62.30%4-33.33%2-
30 Sep, 06650.00%117,078112.02%1.20%374.62%650.00%--
30 Jun, 064-20.00%55,21911.82%0.57%220.58%4100.00%--100.00%
31 Mar, 06525.00%49,3835.12%0.51%218.75%2-33.33%1-
31 Dec, 054100.00%46,976491.64%0.48%7312.08%3-1-
30 Sep, 052-50.00%7,940-87.26%0.08%20.13%--100.00%--
30 Jun, 05433.33%62,307112.36%0.63%697.45%350.00%--
31 Mar, 053200.00%29,34049.34%0.30%739.31%2---100.00%
31 Dec, 041-50.00%19,646-10.13%0.20%384.26%--1-50.00%
30 Sep, 042-21,860-7.58%0.23%362.85%--100.00%2100.00%
30 Jun, 042-23,654-4.62%0.25%357.64%1-1-
31 Mar, 042-24,80045.14%0.27%777.37%1-50.00%--
31 Dec, 032-17,08770.29%0.18%1586.56%2---
30 Sep, 032-10,034-20.37%0.11%584.98%2---
30 Jun, 032-12,600-0.14%-2---

Sierra Bancorp Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 01, 2024THARP MORRIS Adirector-S-SaleSell10,000$29.26$292.57K475,060
Jul 29, 2024Olague Michaelofficer EVP/Chief Banking OfficerS-SaleSell11,660$28.45$331.70K25,132
Jul 29, 2024Olague Michaelofficer EVP/Chief Banking OfficerS-SaleSell14,088$30.95$435.98K17,265
Jul 29, 2024Olague Michaelofficer EVP/Chief Banking OfficerS-SaleSell6,758$29.15$197.02K10,507
Jul 29, 2024Castle Julie Gdirector-S-SaleSell1,235$29.36$36.25K-
Jul 29, 2024THARP MORRIS Adirector-S-SaleSell10,000$30.76$307.64K507,560
Jul 29, 2024THARP MORRIS Adirector-S-SaleSell19,378$30.50$590.97K488,182
Jul 29, 2024THARP MORRIS Adirector-S-SaleSell3,122$29.92$93.42K485,060
Jul 29, 2024McPhaill Kevin Jofficer President/CEOS-SaleSell6,285$29.87$187.73K20,699
Jul 29, 2024McPhaill Kevin Jofficer President/CEOS-SaleSell3,064$31.74$97.25K17,199
May 09, 2024Olague Michaelofficer EVP/Chief Banking OfficerS-SaleSell4,753$22.29$105.96K31,353

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 01, 2024THARP MORRIS Adirector-S-SaleSell10,000$29.26$292.57K475,060
Jul 29, 2024Olague Michaelofficer EVP/Chief Banking OfficerS-SaleSell11,660$28.45$331.70K25,132
Jul 29, 2024Olague Michaelofficer EVP/Chief Banking OfficerS-SaleSell14,088$30.95$435.98K17,265
Jul 29, 2024Olague Michaelofficer EVP/Chief Banking OfficerS-SaleSell6,758$29.15$197.02K10,507
Jul 29, 2024Castle Julie Gdirector-S-SaleSell1,235$29.36$36.25K-
Jul 29, 2024THARP MORRIS Adirector-S-SaleSell10,000$30.76$307.64K507,560
Jul 29, 2024THARP MORRIS Adirector-S-SaleSell19,378$30.50$590.97K488,182
Jul 29, 2024THARP MORRIS Adirector-S-SaleSell3,122$29.92$93.42K485,060
Jul 29, 2024McPhaill Kevin Jofficer President/CEOS-SaleSell6,285$29.87$187.73K20,699
Jul 29, 2024McPhaill Kevin Jofficer President/CEOS-SaleSell3,064$31.74$97.25K17,199
Jul 29, 2024McPhaill Kevin Jofficer President/CEOM-ExemptSell215$16.55$3.56K9,785
Jul 29, 2024McPhaill Kevin Jofficer President/CEOM-ExemptSell2,849$17.25$49.15K-
Jul 29, 2024McPhaill Kevin Jofficer President/CEOM-ExemptSell9,785$16.55$161.94K-
May 09, 2024Olague Michaelofficer EVP/Chief Banking OfficerS-SaleSell4,753$22.29$105.96K31,353

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 01, 2024THARP MORRIS Adirector-S-SaleSell10,000$29.26$292.57K475,060
Jul 29, 2024Olague Michaelofficer EVP/Chief Banking OfficerS-SaleSell11,660$28.45$331.70K25,132
Jul 29, 2024Olague Michaelofficer EVP/Chief Banking OfficerS-SaleSell14,088$30.95$435.98K17,265
Jul 29, 2024Olague Michaelofficer EVP/Chief Banking OfficerS-SaleSell6,758$29.15$197.02K10,507
Jul 29, 2024Castle Julie Gdirector-S-SaleSell1,235$29.36$36.25K-
Jul 29, 2024THARP MORRIS Adirector-S-SaleSell10,000$30.76$307.64K507,560
Jul 29, 2024THARP MORRIS Adirector-S-SaleSell19,378$30.50$590.97K488,182
Jul 29, 2024THARP MORRIS Adirector-S-SaleSell3,122$29.92$93.42K485,060
Jul 29, 2024McPhaill Kevin Jofficer President/CEOM-ExemptBuy9,785$16.55$161.94K26,984
Jul 29, 2024McPhaill Kevin Jofficer President/CEOS-SaleSell6,285$29.87$187.73K20,699
Jul 29, 2024McPhaill Kevin Jofficer President/CEOM-ExemptBuy215$16.55$3.56K20,263
Jul 29, 2024McPhaill Kevin Jofficer President/CEOM-ExemptBuy2,849$17.25$49.15K20,048
Jul 29, 2024McPhaill Kevin Jofficer President/CEOS-SaleSell3,064$31.74$97.25K17,199
Jul 29, 2024McPhaill Kevin Jofficer President/CEOM-ExemptSell215$16.55$3.56K9,785
Jul 29, 2024McPhaill Kevin Jofficer President/CEOM-ExemptSell2,849$17.25$49.15K-
Jul 29, 2024McPhaill Kevin Jofficer President/CEOM-ExemptSell9,785$16.55$161.94K-
Jul 22, 2024Castle Julie Gdirector-L-SmallBuy54$22.11$1.20K5,261
May 09, 2024Olague Michaelofficer EVP/Chief Banking OfficerS-SaleSell4,753$22.29$105.96K31,353
Mar 26, 2024Dabney Cindy Lofficer SVP/Chief Accounting OfficerA-AwardBuy1,570--1,994
Mar 25, 2024Dusi Matthewofficer SVP/Head of Commercial BankingA-AwardBuy5,235--9,602

The last insider sell of Sierra Bancorp's stock was made by THARP MORRIS A on Aug 01 2024, selling 10,000 shares at $29.26 per share (valued at $292.57K).

Sierra Bancorp Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 202431323.08%
Q2 202411100.00%
Q1 202422100.00%
Q4 20232214157.14%
Q3 20231520.00%
Q2 20234--
Q1 202321200.00%
Q4 20222813215.38%
Q3 20224757.14%
Q2 20221250.00%
Q1 202221200.00%
Q4 20212811254.55%
Q3 20212540.00%
Q1 202181800.00%
Q4 2020152560.00%
Q3 202014--
Q2 20201--
Q1 2020295580.00%
Q4 201991656.25%
Q3 201931300.00%

3 total buy trades, and 13 total sell trades (buy/sell ratio of 0.23%) were made by Sierra Bancorp's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024-10-
Q2 2024-1-
Q1 2024---
Q4 2023-1-
Q3 20231--
Q2 20234--
Q1 2023---
Q4 20221250.00%
Q3 202211100.00%
Q2 2022---
Q1 20221--
Q4 2021-3-
Q3 2021---
Q1 202141400.00%
Q4 2020-9-
Q3 2020---
Q2 20201--
Q1 20206--
Q4 2019-7-
Q3 20192--

As of Q3 2024, Insider owners conducted 0 open market buy trades and 10 open market sell trades of Sierra Bancorp's stocks.

Sierra Bancorp Peer Ownership


TickerCompany
OFEDOconee Federal Financial Corp.
QCRHQCR Holdings, Inc.
GSBCGreat Southern Bancorp, Inc.
FNCBFNCB Bancorp, Inc.
COFSChoiceOne Financial Services, Inc.
FCAPFirst Capital, Inc.
CZWICitizens Community Bancorp, Inc.
CWBCCommunity West Bancshares
FFNWFirst Financial Northwest, Inc.
HMNFHMN Financial, Inc.
HVBCHV Bancorp, Inc.
HFBLHome Federal Bancorp, Inc. of Louisiana
FNWBFirst Northwest Bancorp
MGYRMagyar Bancorp, Inc.

BSRR Ownership FAQ


Sierra Bancorp is owned by institutional shareholders (55.15%), insiders (10.45%), and public (34.40%). The largest institutional shareholder of Sierra Bancorp is BLACKROCK INC. (9.38% of total shares) and the top mutual fund owner is JOHN HANCOCK INVESTMENT TRUST II (0.48% of total shares).

Sierra Bancorp's major institutional shareholders are BLACKROCK INC., DIMENSIONAL FUND ADVISORS LP, VANGUARD GROUP INC, PRIVATE MANAGEMENT GROUP INC, and BANC FUNDS CO LLC. The top five shareholders own together 28.60% of the company's share outstanding.

As of Jun 2024, there are 90 institutional shareholders of Sierra Bancorp.

BLACKROCK INC owns 1.36M shares of Sierra Bancorp, representing 9.38% of the company's total shares outstanding, valued at $30.44M (as of Jun 2024).

As of Jun 2024, DIMENSIONAL FUND ADVISORS LP holds 985.42K shares of Sierra Bancorp (BSRR), compromising 6.79% of the company, valued at $22.05M.

VANGUARD GROUP INC is the third largest holder of Sierra Bancorp. The company owns 715.53K of the company's shares outstanding (worth $16.01M).