CB Financial Services Ownership 2024 | Who Owns CB Financial Services Now?


OverviewRevenueFinancialsChart

Institutional Ownership

37.36%

Insider Ownership

9.81%

Retail Ownership

52.83%

Institutional Holders

41.00

CB Financial Services Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ALLIANCEBERNSTEIN L.P.8.04%0.00%412,66178,53223.50%9,350,898Jun 30, 2024
JANNEY MONTGOMERY SCOTT LLC6.96%0.02%356,79651,50116.87%8,085,000Jun 30, 2024
PETIOLE USA LTD4.20%4.09%215,198--4,876,387Jun 30, 2024
MANUFACTURERS LIFE INSURANCE COMPANY, THE3.27%0.00%167,533-86-0.05%3,796,298Jun 30, 2024
ENDEAVOUR CAPITAL ADVISORS INC2.17%0.88%111,334520.05%2,522,828Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC1.23%0.03%62,9642,1603.55%1,426,764Jun 30, 2024
VANGUARD GROUP INC1.21%-62,275140.02%1,411,152Jun 30, 2024
WALDRON PRIVATE WEALTH LLC1.18%0.06%60,306--1,366,533Jun 30, 2024
BLACKROCK INC.1.11%-56,9581,3452.42%1,290,668Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC1.02%0.00%52,399-400-0.76%1,187,361Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC0.86%0.00%44,062-247-0.56%998,719Jun 30, 2024
SALZHAUER MICHAEL0.67%0.60%34,203--775,040Jun 30, 2024
S&T BANK/PA0.66%0.19%33,642--762,000Jun 30, 2024
EMPOWERED FUNDS, LLC0.60%0.01%30,9642,1607.50%701,644Jun 30, 2024
DE LISLE PARTNERS LLP0.52%0.13%26,826--594,732Jun 30, 2024
AMERICAN CENTURY COMPANIES INC0.38%0.00%19,293-707-3.54%437,179Jun 30, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.34%0.00%17,34017,340100.00%393,000Jun 30, 2024
STIFEL FINANCIAL CORP0.32%0.00%16,308730.45%369,540Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP0.27%0.00%13,6093142.36%308,381Jun 30, 2024
FIRST NATIONAL TRUST CO0.26%0.01%13,346-6,595-33.07%302,420Jun 30, 2024

CB Financial Services's largest institutional shareholder is ALLIANCEBERNSTEIN L.P., holding 8.04% of the company's total share outstanding, currently valued at $9.35M. The top 10 institutional shareholders own together 30.38% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PETIOLE USA LTD4.20%4.09%215,198--4,876,387Jun 30, 2024
ENDEAVOUR CAPITAL ADVISORS INC2.17%0.88%111,334520.05%2,522,828Jun 30, 2024
SALZHAUER MICHAEL0.67%0.60%34,203--775,040Jun 30, 2024
S&T BANK/PA0.66%0.19%33,642--762,000Jun 30, 2024
DE LISLE PARTNERS LLP0.52%0.13%26,826--594,732Jun 30, 2024
WALDRON PRIVATE WEALTH LLC1.18%0.06%60,306--1,366,533Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC1.23%0.03%62,9642,1603.55%1,426,764Jun 30, 2024
JANNEY MONTGOMERY SCOTT LLC6.96%0.02%356,79651,50116.87%8,085,000Jun 30, 2024
FIRST NATIONAL TRUST CO0.26%0.01%13,346-6,595-33.07%302,420Jun 30, 2024
EMPOWERED FUNDS, LLC0.60%0.01%30,9642,1607.50%701,644Jun 30, 2024
WESBANCO BANK INC0.22%0.01%11,277--255,537Jun 30, 2024
HBK SORCE ADVISORY LLC0.22%0.01%11,130--252,206Jun 30, 2024
UMB BANK, N.A.0.24%0.00%12,385--280,644Jun 30, 2024
MANUFACTURERS LIFE INSURANCE COMPANY, THE3.27%0.00%167,533-86-0.05%3,796,298Jun 30, 2024
ALLIANCEBERNSTEIN L.P.8.04%0.00%412,66178,53223.50%9,350,898Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC1.02%0.00%52,399-400-0.76%1,187,361Jun 30, 2024
STEWARD PARTNERS INVESTMENT ADVISORY, LLC0.12%0.00%6,080--137,773Jun 30, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.34%0.00%17,34017,340100.00%393,000Jun 30, 2024
INNEALTA CAPITAL, LLC0.00%0.00%6161100.00%1,382Jun 30, 2024
STIFEL FINANCIAL CORP0.32%0.00%16,308730.45%369,540Jun 30, 2024

The largest CB Financial Services shareholder by % of total assets is PETIOLE USA LTD. The company owns 215.20K shares of CB Financial Services (CBFV), representing 4.09% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ALLIANCEBERNSTEIN L.P.8.04%0.00%412,66178,53223.50%9,350,898Jun 30, 2024
JANNEY MONTGOMERY SCOTT LLC6.96%0.02%356,79651,50116.87%8,085,000Jun 30, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.34%0.00%17,34017,340100.00%393,000Jun 30, 2024
MORGAN STANLEY0.18%-9,2442,93446.50%209,472Jun 30, 2024
EMPOWERED FUNDS, LLC0.60%0.01%30,9642,1607.50%701,644Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC1.23%0.03%62,9642,1603.55%1,426,764Jun 30, 2024
BLACKROCK INC.1.11%-56,9581,3452.42%1,290,668Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC0.04%0.00%2,0891,119115.36%46,000Jun 30, 2024
UBS GROUP AG0.02%-1,213850234.16%27,486Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP0.27%0.00%13,6093142.36%308,381Jun 30, 2024
STIFEL FINANCIAL CORP0.32%0.00%16,308730.45%369,540Jun 30, 2024
INNEALTA CAPITAL, LLC0.00%0.00%6161100.00%1,382Jun 30, 2024
ENDEAVOUR CAPITAL ADVISORS INC2.17%0.88%111,334520.05%2,522,828Jun 30, 2024
BANK OF AMERICA CORP /DE/0.01%-2873714.80%6,503Jun 30, 2024
VANGUARD GROUP INC1.21%-62,275140.02%1,411,152Jun 30, 2024
BNP PARIBAS ARBITRAGE, SNC0.00%-29--657Jun 30, 2024
ROYAL BANK OF CANADA0.01%-300--7,000Jun 30, 2024
STATE STREET CORP0.22%-11,441--259,253,000Jun 30, 2024
BARCLAYS PLC0.14%0.00%7,430--168,000Jun 30, 2024
CWM, LLC0.01%0.00%579--13,000Jun 30, 2024

As of Jun 30 2024, CB Financial Services's largest institutional buyer is ALLIANCEBERNSTEIN L.P.. The company purchased 78.53K stocks of CBFV, valued at $9.35M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
FIRST NATIONAL TRUST CO0.26%0.01%13,346-6,595-33.07%302,420Jun 30, 2024
AMERICAN CENTURY COMPANIES INC0.38%0.00%19,293-707-3.54%437,179Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC1.02%0.00%52,399-400-0.76%1,187,361Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD--1-314-99.68%23Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC0.86%0.00%44,062-247-0.56%998,719Jun 30, 2024
NORTHERN TRUST CORP0.20%-10,129-90-0.88%229,523,000Jun 30, 2024
MANUFACTURERS LIFE INSURANCE COMPANY, THE3.27%0.00%167,533-86-0.05%3,796,298Jun 30, 2024
WELLS FARGO & COMPANY/MN0.00%-107-36-25.17%2,425Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.01%0.00%626-32-4.86%14,185Jun 30, 2024
PETIOLE USA LTD4.20%4.09%215,198--4,876,387Jun 30, 2024
SALZHAUER MICHAEL0.67%0.60%34,203--775,040Jun 30, 2024
S&T BANK/PA0.66%0.19%33,642--762,000Jun 30, 2024
DE LISLE PARTNERS LLP0.52%0.13%26,826--594,732Jun 30, 2024
WALDRON PRIVATE WEALTH LLC1.18%0.06%60,306--1,366,533Jun 30, 2024
WESBANCO BANK INC0.22%0.01%11,277--255,537Jun 30, 2024
HBK SORCE ADVISORY LLC0.22%0.01%11,130--252,206Jun 30, 2024
UMB BANK, N.A.0.24%0.00%12,385--280,644Jun 30, 2024
STEWARD PARTNERS INVESTMENT ADVISORY, LLC0.12%0.00%6,080--137,773Jun 30, 2024
FIFTH THIRD BANCORP0.09%0.00%4,650--105,369Jun 30, 2024
GLEN EAGLE ADVISORS, LLC0.00%0.00%75--1,700Jun 30, 2024

As of Jun 30 2024, CB Financial Services's biggest institutional seller is FIRST NATIONAL TRUST CO. The company sold -6.59K shares of CBFV, valued at $302.42K.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
COMMONWEALTH EQUITY SERVICES, LLC0.34%0.00%17,34017,340100.00%393,000Jun 30, 2024
INNEALTA CAPITAL, LLC0.00%0.00%6161100.00%1,382Jun 30, 2024

CB Financial Services's largest new institutional shareholder by number of shares is COMMONWEALTH EQUITY SERVICES, LLC, purchased 17.34K shares, valued at $393.00K, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate

CB Financial Services Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
JOHN HANCOCK INVESTMENT TRUST II0.20%83,544--Jan 31, 2024
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND0.04%57,155--Mar 31, 2024
Vericimetry Funds0.02%1,620--Mar 31, 2024
BRIDGEWAY FUNDS INC0.01%30,400--Mar 28, 2024
FORUM FUNDS0.00%3,700--Jan 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.00%818--Mar 31, 2024
QUANTITATIVE MASTER SERIES LLC0.00%6,377--Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND0.00%9,950--Mar 31, 2024
CLEARWATER INVESTMENT TRUST0.00%9,422--Mar 28, 2024
VANGUARD VALLEY FORGE FUNDS0.00%424--Mar 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%2,047--Mar 31, 2024
FIDELITY CONCORD STREET TRUST0.00%36,839540.15%Feb 29, 2024
AMERICAN CENTURY ETF TRUST0.00%20,056--Feb 29, 2024
Calvert Variable Products, Inc.0.00%436--Mar 31, 2024
VANGUARD INDEX FUNDS0.00%60,954-60,846-49.96%Mar 31, 2024
ADVISORS' INNER CIRCLE FUND0.00%2,400--Jan 31, 2024
COLUMBIA FUNDS VARIABLE INSURANCE TRUST0.00%54,560--Mar 31, 2024
SunAmerica Specialty Series0.00%41--Apr 30, 2021
JPMORGAN INSURANCE TRUST0.00%900--Mar 31, 2023
SCHWAB CAPITAL TRUST0.00%2,090--Jan 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%838--Mar 31, 2024
RUSSELL INVESTMENT CO0.00%7,222--Jan 31, 2024
Voya INVESTORS TRUST0.00%1,300--Mar 31, 2024
Goldman Sachs ETF Trust0.00%1,851--Feb 29, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%900--Mar 31, 2024
PGIM ETF TRUST0.00%768--Feb 29, 2024
COLUMBIA FUNDS SERIES TRUST I0.00%50,400--Feb 29, 2024
ProFunds0.00%107--Mar 31, 2024
VALIC Co I0.00%2,344--Feb 29, 2024
ALLSPRING MASTER TRUST0.00%516--Feb 29, 2024
FIDELITY SALEM STREET TRUST0.00%30,280--Mar 31, 2024
VANGUARD SCOTTSDALE FUNDS0.00%14,631--Feb 29, 2024
COLLEGE RETIREMENT EQUITIES FUND0.00%7,580--Mar 31, 2024
NATIONWIDE VARIABLE INSURANCE TRUST0.00%941--Mar 31, 2024
PENN SERIES FUNDS INC0.00%200--Mar 28, 2024
MAINSTAY VP FUNDS TRUST0.00%800--Mar 31, 2024
Dimensional ETF Trust0.00%2,697--Jan 31, 2024
NATIONWIDE MUTUAL FUNDS0.00%754--Jan 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%5,823--Jan 31, 2024
Invesco Exchange-Traded Self-Indexed Fund Trust0.00%1,221--Feb 29, 2024
WisdomTree Trust0.00%11,650--Feb 29, 2024
Advisors' Inner Circle Fund II0.00%4,065--Jan 31, 2024
NORTHERN LIGHTS FUND TRUST II0.00%49--Mar 31, 2024
MAINSTAY FUNDS TRUST0.00%800--Jan 31, 2024
MORGAN STANLEY PATHWAY FUNDS0.00%286--Feb 29, 2024
iSHARES TRUST0.00%45,035-200-0.44%Mar 31, 2024
TIAA-CREF FUNDS0.00%7,897--Mar 31, 2024
NORTHERN FUNDS0.00%346--Mar 28, 2024
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST0.00%5,760--Mar 31, 2024
T. Rowe Price Index Trust, Inc.0.00%48--Feb 29, 2024
SUNAMERICA SERIES TRUST0.00%534--Mar 31, 2024
PACIFIC SELECT FUND0.00%3,848--Mar 31, 2024
EQ ADVISORS TRUST0.00%804141.77%Mar 31, 2024
AMERICAN BEACON FUNDS0.00%2,243--Feb 29, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST0.00%1,279--Mar 31, 2024
MASSMUTUAL SELECT FUNDS0.00%590--Dec 31, 2023
Bridge Builder Trust0.00%1,860--Mar 31, 2024
BlackRock Variable Series Funds, Inc.0.00%531--Mar 31, 2024

CB Financial Services's largest mutual fund holder by % of total assets is "JOHN HANCOCK INVESTMENT TRUST II", owning 83.54K shares, compromising 0.20% of its total assets.

CB Financial Services Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 24415.13%
31 Mar, 2439-
31 Dec, 2339-2.50%
30 Sep, 2340-2.44%
30 Jun, 234113.89%
31 Mar, 2336-
31 Dec, 22362.86%
30 Sep, 2235-2.78%
30 Jun, 2236-12.20%
31 Mar, 2241-8.89%
31 Dec, 21459.76%
30 Sep, 2141-2.38%
30 Jun, 2142-8.70%
31 Mar, 214617.95%
31 Dec, 2039-4.88%
30 Sep, 2041-19.61%
30 Jun, 205121.43%
31 Mar, 2042-17.65%
31 Dec, 195113.33%
30 Sep, 19454.65%
30 Jun, 1943-8.51%
31 Mar, 19472.17%
31 Dec, 1846-4.17%
30 Sep, 1848-
30 Jun, 184877.78%
31 Mar, 18273.85%
31 Dec, 17264.00%
30 Sep, 1725-
30 Jun, 1725-3.85%
31 Mar, 17264.00%
31 Dec, 16254.17%
30 Sep, 16244.35%
30 Jun, 1623-
31 Mar, 162315.00%
31 Dec, 15205.26%
30 Sep, 1519-13.64%
30 Jun, 152215.79%
31 Mar, 1519-9.52%
31 Dec, 1421600.00%
30 Sep, 143-
30 Jun, 14350.00%
31 Mar, 142-33.33%
31 Dec, 13350.00%
30 Sep, 132100.00%
30 Jun, 131-
31 Mar, 131-
31 Dec, 121-50.00%
30 Sep, 122-
30 Jun, 122-
31 Mar, 122-
31 Dec, 112-
30 Sep, 112-
30 Jun, 112100.00%
31 Mar, 111-
31 Dec, 101-
30 Sep, 101-
30 Sep, 071-
31 Mar, 061-

As of 30 Jun 24, 41 institutions are holding CB Financial Services's shares, representing an increase of 5.13% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 241,916,7688.37%
31 Mar, 241,768,6463.02%
31 Dec, 231,716,8255.82%
30 Sep, 231,622,339-0.71%
30 Jun, 231,633,9209.27%
31 Mar, 231,495,3640.02%
31 Dec, 221,495,020-0.07%
30 Sep, 221,496,0501.64%
30 Jun, 221,471,9180.69%
31 Mar, 221,461,888-7.39%
31 Dec, 211,578,56613.22%
30 Sep, 211,394,209-0.53%
30 Jun, 211,401,680-10.46%
31 Mar, 211,565,3506.96%
31 Dec, 201,463,4230.21%
30 Sep, 201,460,319-7.08%
30 Jun, 201,571,56713.98%
31 Mar, 201,378,818-2.69%
31 Dec, 191,416,8950.29%
30 Sep, 191,412,834-1.49%
30 Jun, 191,434,131-3.20%
31 Mar, 191,481,578-2.78%
31 Dec, 181,523,947-5.99%
30 Sep, 181,620,98712.31%
30 Jun, 181,443,34955.69%
31 Mar, 18927,0880.37%
31 Dec, 17923,7146.31%
30 Sep, 17868,8886.76%
30 Jun, 17813,8764.06%
31 Mar, 17782,1427.16%
31 Dec, 16729,877-0.64%
30 Sep, 16734,5952.17%
30 Jun, 16718,9804.71%
31 Mar, 16686,6480.20%
31 Dec, 15685,296-86.74%
30 Sep, 155,166,693698.15%
30 Jun, 15647,336-6.27%
31 Mar, 15690,61826.62%
31 Dec, 14545,431503.63%
30 Sep, 1490,359-0.44%
30 Jun, 1490,759164.92%
31 Mar, 1434,259-59.92%
31 Dec, 1385,48428.55%
30 Sep, 1366,500565.00%
30 Jun, 1310,000-
31 Mar, 1310,000-
31 Dec, 1210,000-68.17%
30 Sep, 1231,4128.65%
30 Jun, 1228,9121.17%
31 Mar, 1228,579-
31 Dec, 1128,57919.82%
30 Sep, 1123,8514.38%
30 Jun, 1122,85164.98%
31 Mar, 1113,851-
31 Dec, 1013,851-10.36%
30 Sep, 1015,451-
30 Sep, 077,875-
31 Mar, 0623,919-

CB Financial Services (CBFV) has 1.92M shares outstanding as of 30 Jun 24, up 8.37% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2437.36%3.14%
31 Mar, 2434.48%3.06%
31 Dec, 2333.57%3.34%
30 Sep, 2331.72%3.10%
30 Jun, 2331.96%3.73%
31 Mar, 2329.27%3.40%
31 Dec, 2229.34%3.42%
30 Sep, 2229.29%3.58%
30 Jun, 2228.59%3.62%
31 Mar, 2228.12%3.27%
31 Dec, 2129.33%4.36%
30 Sep, 2125.95%3.90%
30 Jun, 2125.80%3.11%
31 Mar, 2128.80%3.93%
31 Dec, 2027.08%3.70%
30 Sep, 2027.07%3.19%
30 Jun, 2029.14%4.52%
31 Mar, 2025.39%3.74%
31 Dec, 1926.05%3.85%
30 Sep, 1926.00%3.73%
30 Jun, 1926.39%3.55%
31 Mar, 1927.27%3.45%
31 Dec, 1828.13%3.14%
30 Sep, 1829.94%3.59%
30 Jun, 1828.87%5.64%
31 Mar, 1822.63%4.44%
31 Dec, 1722.59%5.00%
30 Sep, 1721.25%5.36%
30 Jun, 1719.91%5.44%
31 Mar, 1719.14%5.99%
31 Dec, 1617.88%5.52%
30 Sep, 1618.00%5.80%
30 Jun, 1617.62%6.22%
31 Mar, 1616.83%5.94%
31 Dec, 1516.83%0.10%
30 Sep, 15126.90%50.20%
30 Jun, 1515.90%5.53%
31 Mar, 1516.96%9.45%
31 Dec, 1413.40%90.48%
30 Sep, 143.85%25.78%
30 Jun, 143.86%180.93%
31 Mar, 141.46%12.14%
31 Dec, 133.47%47.55%
30 Sep, 132.70%1632.60%
30 Jun, 130.41%247.29%
31 Mar, 130.41%241.14%
31 Dec, 120.41%24.71%
30 Sep, 121.29%91.63%
30 Jun, 121.19%86.32%
31 Mar, 121.17%85.32%
31 Dec, 111.17%122.49%
30 Sep, 110.98%111.37%
30 Jun, 110.94%290.41%
31 Mar, 110.57%176.03%
31 Dec, 100.57%141.45%
30 Sep, 100.63%-
30 Sep, 070.34%-
31 Mar, 061.02%-

As of 30 Jun 24, CB Financial Services is held by 37.36% institutional shareholders, representing a 3.14% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 241525.00%
31 Mar, 2412-20.00%
31 Dec, 231515.38%
30 Sep, 2313-31.58%
30 Jun, 231990.00%
31 Mar, 2310-9.09%
31 Dec, 221137.50%
30 Sep, 228-38.46%
30 Jun, 221344.44%
31 Mar, 229-30.77%
31 Dec, 211318.18%
30 Sep, 2111-26.67%
30 Jun, 2115-28.57%
31 Mar, 212116.67%
31 Dec, 201880.00%
30 Sep, 2010-69.70%
30 Jun, 203365.00%
31 Mar, 2020-
31 Dec, 192033.33%
30 Sep, 1915-21.05%
30 Jun, 191926.67%
31 Mar, 1915-25.00%
31 Dec, 1820-
30 Sep, 1820-42.86%
30 Jun, 1835288.89%
31 Mar, 189-10.00%
31 Dec, 1710-
30 Sep, 1710-16.67%
30 Jun, 1712-7.69%
31 Mar, 171318.18%
31 Dec, 161137.50%
30 Sep, 16833.33%
30 Jun, 166-25.00%
31 Mar, 16833.33%
31 Dec, 15620.00%
30 Sep, 155-28.57%
30 Jun, 157-36.36%
31 Mar, 1511-42.11%
31 Dec, 1419-
30 Sep, 14--100.00%
30 Jun, 141-
31 Mar, 141-
31 Dec, 131-
30 Sep, 131-
30 Jun, 13--
31 Mar, 13--
31 Dec, 12--100.00%
30 Sep, 121-
30 Jun, 121-
31 Mar, 12--100.00%
31 Dec, 111-
30 Sep, 111-
30 Jun, 111-
31 Mar, 11--
31 Dec, 10--100.00%
30 Sep, 101-
30 Sep, 071-
31 Mar, 061-

15 institutional shareholders have increased their position in CBFV stock as of 30 Jun 24 compared to 12 in the previous quarter (a 25.00% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 241025.00%
31 Mar, 24860.00%
31 Dec, 235-54.55%
30 Sep, 2311120.00%
30 Jun, 235-44.44%
31 Mar, 239-
31 Dec, 22912.50%
30 Sep, 228-27.27%
30 Jun, 2211-15.38%
31 Mar, 2213-27.78%
31 Dec, 211820.00%
30 Sep, 2115-6.25%
30 Jun, 211623.08%
31 Mar, 211385.71%
31 Dec, 207-65.00%
30 Sep, 2020233.33%
30 Jun, 206-50.00%
31 Mar, 2012-29.41%
31 Dec, 1917-5.56%
30 Sep, 191812.50%
30 Jun, 191614.29%
31 Mar, 191475.00%
31 Dec, 188-11.11%
30 Sep, 18980.00%
30 Jun, 185-
31 Mar, 185150.00%
31 Dec, 172-
30 Sep, 172-66.67%
30 Jun, 176-
31 Mar, 17650.00%
31 Dec, 164-
30 Sep, 164-20.00%
30 Jun, 165150.00%
31 Mar, 162-33.33%
31 Dec, 153-25.00%
30 Sep, 15433.33%
30 Jun, 153-
31 Mar, 15--
31 Dec, 14--100.00%
30 Sep, 141-
30 Jun, 14--
31 Mar, 14--
31 Dec, 13--
30 Sep, 13--
30 Jun, 13--
31 Mar, 13--
31 Dec, 12--
30 Sep, 12--
30 Jun, 12--
31 Mar, 12--
31 Dec, 11--
30 Sep, 11--100.00%
30 Jun, 111-
31 Mar, 11--100.00%
31 Dec, 101-
30 Sep, 10--
30 Sep, 07--
31 Mar, 06--

10 institutional shareholders have reduced their position in CBFV stock as of 30 Jun 24 compared to 8 in the previous quarter (a 25.00% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 24415.13%1,916,7688.37%37.36%3.14%1525.00%1025.00%
31 Mar, 2439-1,768,6463.02%34.48%3.06%12-20.00%860.00%
31 Dec, 2339-2.50%1,716,8255.82%33.57%3.34%1515.38%5-54.55%
30 Sep, 2340-2.44%1,622,339-0.71%31.72%3.10%13-31.58%11120.00%
30 Jun, 234113.89%1,633,9209.27%31.96%3.73%1990.00%5-44.44%
31 Mar, 2336-1,495,3640.02%29.27%3.40%10-9.09%9-
31 Dec, 22362.86%1,495,020-0.07%29.34%3.42%1137.50%912.50%
30 Sep, 2235-2.78%1,496,0501.64%29.29%3.58%8-38.46%8-27.27%
30 Jun, 2236-12.20%1,471,9180.69%28.59%3.62%1344.44%11-15.38%
31 Mar, 2241-8.89%1,461,888-7.39%28.12%3.27%9-30.77%13-27.78%
31 Dec, 21459.76%1,578,56613.22%29.33%4.36%1318.18%1820.00%
30 Sep, 2141-2.38%1,394,209-0.53%25.95%3.90%11-26.67%15-6.25%
30 Jun, 2142-8.70%1,401,680-10.46%25.80%3.11%15-28.57%1623.08%
31 Mar, 214617.95%1,565,3506.96%28.80%3.93%2116.67%1385.71%
31 Dec, 2039-4.88%1,463,4230.21%27.08%3.70%1880.00%7-65.00%
30 Sep, 2041-19.61%1,460,319-7.08%27.07%3.19%10-69.70%20233.33%
30 Jun, 205121.43%1,571,56713.98%29.14%4.52%3365.00%6-50.00%
31 Mar, 2042-17.65%1,378,818-2.69%25.39%3.74%20-12-29.41%
31 Dec, 195113.33%1,416,8950.29%26.05%3.85%2033.33%17-5.56%
30 Sep, 19454.65%1,412,834-1.49%26.00%3.73%15-21.05%1812.50%
30 Jun, 1943-8.51%1,434,131-3.20%26.39%3.55%1926.67%1614.29%
31 Mar, 19472.17%1,481,578-2.78%27.27%3.45%15-25.00%1475.00%
31 Dec, 1846-4.17%1,523,947-5.99%28.13%3.14%20-8-11.11%
30 Sep, 1848-1,620,98712.31%29.94%3.59%20-42.86%980.00%
30 Jun, 184877.78%1,443,34955.69%28.87%5.64%35288.89%5-
31 Mar, 18273.85%927,0880.37%22.63%4.44%9-10.00%5150.00%
31 Dec, 17264.00%923,7146.31%22.59%5.00%10-2-
30 Sep, 1725-868,8886.76%21.25%5.36%10-16.67%2-66.67%
30 Jun, 1725-3.85%813,8764.06%19.91%5.44%12-7.69%6-
31 Mar, 17264.00%782,1427.16%19.14%5.99%1318.18%650.00%
31 Dec, 16254.17%729,877-0.64%17.88%5.52%1137.50%4-
30 Sep, 16244.35%734,5952.17%18.00%5.80%833.33%4-20.00%
30 Jun, 1623-718,9804.71%17.62%6.22%6-25.00%5150.00%
31 Mar, 162315.00%686,6480.20%16.83%5.94%833.33%2-33.33%
31 Dec, 15205.26%685,296-86.74%16.83%0.10%620.00%3-25.00%
30 Sep, 1519-13.64%5,166,693698.15%126.90%50.20%5-28.57%433.33%
30 Jun, 152215.79%647,336-6.27%15.90%5.53%7-36.36%3-
31 Mar, 1519-9.52%690,61826.62%16.96%9.45%11-42.11%--
31 Dec, 1421600.00%545,431503.63%13.40%90.48%19---100.00%
30 Sep, 143-90,359-0.44%3.85%25.78%--100.00%1-
30 Jun, 14350.00%90,759164.92%3.86%180.93%1---
31 Mar, 142-33.33%34,259-59.92%1.46%12.14%1---
31 Dec, 13350.00%85,48428.55%3.47%47.55%1---
30 Sep, 132100.00%66,500565.00%2.70%1632.60%1---
30 Jun, 131-10,000-0.41%247.29%----
31 Mar, 131-10,000-0.41%241.14%----
31 Dec, 121-50.00%10,000-68.17%0.41%24.71%--100.00%--
30 Sep, 122-31,4128.65%1.29%91.63%1---
30 Jun, 122-28,9121.17%1.19%86.32%1---
31 Mar, 122-28,579-1.17%85.32%--100.00%--
31 Dec, 112-28,57919.82%1.17%122.49%1---
30 Sep, 112-23,8514.38%0.98%111.37%1---100.00%
30 Jun, 112100.00%22,85164.98%0.94%290.41%1-1-
31 Mar, 111-13,851-0.57%176.03%----100.00%
31 Dec, 101-13,851-10.36%0.57%141.45%--100.00%1-
30 Sep, 101-15,451-0.63%-1---
30 Sep, 071-7,875-0.34%-1---
31 Mar, 061-23,919-1.02%-1---

CB Financial Services Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 24, 2024Cobain Stevenofficer Chief Credit OfficerSell---1,980
Jul 24, 2024Cobain Stevenofficer Chief Credit OfficerSell4,480$22.12$99.10K-
Jan 03, 2024Montgomery John Hainesdirector, officer President and CEOF-InKindSell2,653$24.03$63.75K25,147
Jan 03, 2024GEORGE JENNIFER Lofficer SEVP and COOF-InKindSell289$23.82$6.88K8,211

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 24, 2024Cobain Stevenofficer Chief Credit OfficerSell---1,980
Jul 24, 2024Cobain Stevenofficer Chief Credit OfficerSell4,480$22.12$99.10K-
Feb 21, 2024Bedway Jonathandirector-A-AwardBuy1,000--18,999
Feb 21, 2024Olejasz Roberta Robinsondirector-A-AwardBuy1,000--11,500
Feb 21, 2024Guthrie Charles R.director, other Vice Chairman of the BoardA-AwardBuy1,000--13,272
Feb 21, 2024Pollock David F.director-A-AwardBuy1,000--42,030
Feb 21, 2024SWIATEK JOHNdirector-A-AwardBuy1,000--10,494
Feb 21, 2024LaCarte John Jdirector-A-AwardBuy1,000--39,000
Feb 21, 2024Fox Mark E.director, other Chairman of the BoardA-AwardBuy1,000--9,952
Feb 21, 2024Montgomery John Hainesdirector, officer President and CEOA-AwardBuy3,000--28,147
Feb 21, 2024Montgomery John Hainesdirector, officer President and CEOA-AwardBuy-$22.12-13,790
Feb 21, 2024Burchianti Ralphdirector, officer SEVP & Chief Credit OfficerA-AwardBuy1,280--75,138
Feb 21, 2024Burchianti Ralphdirector, officer SEVP & Chief Credit OfficerA-AwardBuy-$22.12-5,870
Feb 21, 2024GEORGE JENNIFER Lofficer SEVP and COOA-AwardBuy1,080--9,291
Feb 21, 2024GEORGE JENNIFER Lofficer SEVP and COOA-AwardBuy-$22.12-4,980
Feb 21, 2024Prah Jamie Lofficer EVP and CFOA-AwardBuy1,040--18,543
Feb 21, 2024Prah Jamie Lofficer EVP and CFOA-AwardBuy-$22.12-4,760
Jan 03, 2024Montgomery John Hainesdirector, officer President and CEOF-InKindSell2,653$24.03$63.75K25,147
Jan 03, 2024GEORGE JENNIFER Lofficer SEVP and COOF-InKindSell289$23.82$6.88K8,211
Dec 21, 2023Montgomery John Hainesdirector, officer President and CEOA-AwardBuy6,250--27,800

The last insider sell of CB Financial Services's stock was made by Cobain Steven on Jul 24 2024, selling - shares at - per share (valued at -).

CB Financial Services Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q1 2025-1-
Q3 2024-1-
Q1 202415--
Q4 202342200.00%
Q2 20234--
Q1 20232112100.00%
Q4 20223475.00%
Q3 20221--
Q1 20222312300.00%
Q4 202132150.00%
Q3 202131300.00%
Q2 20216--
Q1 20214--
Q4 20202921450.00%
Q3 20201611600.00%
Q2 20209--
Q1 20207--
Q4 20192112100.00%
Q3 20196--
Q2 201962300.00%

0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by CB Financial Services's insiders, as of Q1 2025.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q1 2025---
Q3 2024---
Q1 2024---
Q4 20232--
Q2 20234--
Q1 20231--
Q4 202211100.00%
Q3 20221--
Q1 20222--
Q4 20212--
Q3 20212--
Q2 20216--
Q1 20214--
Q4 20203--
Q3 202014--
Q2 20209--
Q1 20207--
Q4 20193--
Q3 20196--
Q2 20194--

As of Q1 2025, Insider owners conducted 0 open market buy trades and 0 open market sell trades of CB Financial Services's stocks.

CB Financial Services Peer Ownership


TickerCompany
OFEDOconee Federal Financial Corp.
LSBKLake Shore Bancorp, Inc.
OVLYOak Valley Bancorp
MNSBMainStreet Bancshares, Inc.
CWBCCommunity West Bancshares
HMNFHMN Financial, Inc.
HVBCHV Bancorp, Inc.
HFBLHome Federal Bancorp, Inc. of Louisiana
MGYRMagyar Bancorp, Inc.

CBFV Ownership FAQ


CB Financial Services is owned by institutional shareholders (37.36%), insiders (9.81%), and public (52.83%). The largest institutional shareholder of CB Financial Services is ALLIANCEBERNSTEIN L.P. (8.04% of total shares) and the top mutual fund owner is JOHN HANCOCK INVESTMENT TRUST II (0.20% of total shares).

CB Financial Services's major institutional shareholders are ALLIANCEBERNSTEIN L.P., JANNEY MONTGOMERY SCOTT LLC, PETIOLE USA LTD, MANUFACTURERS LIFE INSURANCE COMPANY, THE, and ENDEAVOUR CAPITAL ADVISORS INC. The top five shareholders own together 24.63% of the company's share outstanding.

As of Jun 2024, there are 41 institutional shareholders of CB Financial Services.

ALLIANCEBERNSTEIN L.P owns 412.66K shares of CB Financial Services, representing 8.04% of the company's total shares outstanding, valued at $9.35M (as of Jun 2024).

As of Jun 2024, JANNEY MONTGOMERY SCOTT LLC holds 356.8K shares of CB Financial Services (CBFV), compromising 6.96% of the company, valued at $8.08M.

PETIOLE USA LTD is the third largest holder of CB Financial Services. The company owns 215.2K of the company's shares outstanding (worth $4.88M).