MVB Financial Ownership 2024 | Who Owns MVB Financial Now?
Institutional Ownership
49.90%
Insider Ownership
8.38%
Retail Ownership
41.72%
Institutional Holders
78.00
MVB Financial Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 9.98% | 0.00% | 1,279,040 | -23,675 | -1.82% | 23,841,306 | Jun 30, 2024 |
| TIMESSQUARE CAPITAL MANAGEMENT, LLC | 6.71% | 0.25% | 859,336 | -85,954 | -9.09% | 16,018,023 | Jun 30, 2024 |
| BLACKROCK INC. | 6.68% | 0.00% | 855,675 | -8,455 | -0.98% | 15,949,789 | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.51% | 0.00% | 577,997 | 19,051 | 3.41% | 10,773,865 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.68% | 0.00% | 343,623 | 18,649 | 5.74% | 6,404,828 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.02% | 0.00% | 259,270 | 11,158 | 4.50% | 4,833,375 | Jun 30, 2024 |
| STATE STREET CORP | 1.71% | 0.00% | 219,453 | 2,077 | 0.96% | 4,090,604,000 | Jun 30, 2024 |
| ENDEAVOUR CAPITAL ADVISORS INC | 1.47% | 1.22% | 188,019 | -16,332 | -7.99% | 3,504,674 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.40% | 0.08% | 179,918 | 6,920 | 4.00% | 3,353,672 | Jun 30, 2024 |
| BANC FUNDS CO LLC | 0.85% | 0.24% | 109,189 | 12,700 | 13.16% | 2,035,283 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.77% | 0.00% | 98,916 | -1,606 | -1.60% | 1,843,794,000 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.74% | 0.00% | 94,410 | -16 | -0.02% | 1,759,802 | Jun 30, 2024 |
| MORGAN STANLEY | 0.70% | 0.00% | 89,590 | -19,577 | -17.93% | 1,669,973 | Jun 30, 2024 |
| PURE FINANCIAL ADVISORS, LLC | 0.66% | 0.04% | 84,824 | - | - | 1,581,119 | Jun 30, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | 0.63% | 0.00% | 80,117 | -435 | -0.54% | 1,493,379 | Jun 30, 2024 |
| KESTRA ADVISORY SERVICES, LLC | 0.59% | 0.01% | 75,000 | 75,000 | 100.00% | 1,398,000 | Jun 30, 2024 |
| AA FINANCIAL ADVISORS, LLC | 0.59% | 0.49% | 75,000 | - | - | 1,398,000 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.55% | 0.00% | 70,492 | 14,176 | 25.17% | 1,313,964 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 0.45% | 0.00% | 58,211 | -157 | -0.27% | 1,085,053 | Jun 30, 2024 |
| PRUDENTIAL FINANCIAL INC | 0.38% | 0.00% | 49,115 | -8,700 | -15.05% | 915,504 | Jun 30, 2024 |
MVB Financial's largest institutional shareholder is WELLINGTON MANAGEMENT GROUP LLP, holding 9.98% of the company's total share outstanding, currently valued at $23.84M. The top 10 institutional shareholders own together 38.03% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ENDEAVOUR CAPITAL ADVISORS INC | 1.47% | 1.22% | 188,019 | -16,332 | -7.99% | 3,504,674 | Jun 30, 2024 |
| HOGE FINANCIAL SERVICES, LLC | 0.28% | 0.54% | 35,338 | 322 | 0.92% | 658,698 | Jun 30, 2024 |
| AA FINANCIAL ADVISORS, LLC | 0.59% | 0.49% | 75,000 | - | - | 1,398,000 | Jun 30, 2024 |
| SIPPICAN CAPITAL ADVISORS | 0.17% | 0.32% | 21,380 | 7,570 | 54.82% | 398,523 | Jun 30, 2024 |
| TIMESSQUARE CAPITAL MANAGEMENT, LLC | 6.71% | 0.25% | 859,336 | -85,954 | -9.09% | 16,018,023 | Jun 30, 2024 |
| BANC FUNDS CO LLC | 0.85% | 0.24% | 109,189 | 12,700 | 13.16% | 2,035,283 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.40% | 0.08% | 179,918 | 6,920 | 4.00% | 3,353,672 | Jun 30, 2024 |
| PURE FINANCIAL ADVISORS, LLC | 0.66% | 0.04% | 84,824 | - | - | 1,581,119 | Jun 30, 2024 |
| CANTON HATHAWAY, LLC | 0.06% | 0.04% | 7,574 | - | - | 141,000 | Jun 30, 2024 |
| MCKINLEY CARTER WEALTH SERVICES, INC. | 0.20% | 0.03% | 25,876 | - | - | 482,329 | Jun 30, 2024 |
| FIRST NATIONAL TRUST CO | 0.12% | 0.01% | 15,683 | - | - | 292,331 | Jun 30, 2024 |
| BEACON CAPITAL MANAGEMENT, LLC | 0.03% | 0.01% | 3,252 | - | - | 60,617 | Jun 30, 2024 |
| KESTRA ADVISORY SERVICES, LLC | 0.59% | 0.01% | 75,000 | 75,000 | 100.00% | 1,398,000 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 9.98% | 0.00% | 1,279,040 | -23,675 | -1.82% | 23,841,306 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.09% | 0.00% | 11,818 | 720 | 6.49% | 220,288 | Jun 30, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | 0.63% | 0.00% | 80,117 | -435 | -0.54% | 1,493,379 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.68% | 0.00% | 343,623 | 18,649 | 5.74% | 6,404,828 | Jun 30, 2024 |
| CRESSET ASSET MANAGEMENT, LLC | 0.17% | 0.00% | 21,229 | 788 | 3.85% | 395,718 | Jun 30, 2024 |
| CERITY PARTNERS LLC | 0.24% | 0.00% | 31,283 | -318 | -1.01% | 583,115 | Jun 30, 2024 |
| PRUDENTIAL FINANCIAL INC | 0.38% | 0.00% | 49,115 | -8,700 | -15.05% | 915,504 | Jun 30, 2024 |
The largest MVB Financial shareholder by % of total assets is ENDEAVOUR CAPITAL ADVISORS INC. The company owns 188.02K shares of MVB Financial (MVBF), representing 1.22% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | 0.59% | 0.01% | 75,000 | 75,000 | 100.00% | 1,398,000 | Jun 30, 2024 |
| BOSTON PARTNERS | 0.29% | 0.00% | 37,229 | 19,782 | 113.38% | 693,950 | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.51% | 0.00% | 577,997 | 19,051 | 3.41% | 10,773,865 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.68% | 0.00% | 343,623 | 18,649 | 5.74% | 6,404,828 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.55% | 0.00% | 70,492 | 14,176 | 25.17% | 1,313,964 | Jun 30, 2024 |
| BANC FUNDS CO LLC | 0.85% | 0.24% | 109,189 | 12,700 | 13.16% | 2,035,283 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.02% | 0.00% | 259,270 | 11,158 | 4.50% | 4,833,375 | Jun 30, 2024 |
| INVESCO LTD. | 0.34% | 0.00% | 44,162 | 7,601 | 20.79% | 823,179 | Jun 30, 2024 |
| SIPPICAN CAPITAL ADVISORS | 0.17% | 0.32% | 21,380 | 7,570 | 54.82% | 398,523 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.13% | 0.00% | 16,748 | 7,191 | 75.24% | 312,183 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.40% | 0.08% | 179,918 | 6,920 | 4.00% | 3,353,672 | Jun 30, 2024 |
| STATE OF TENNESSEE, TREASURY DEPARTMENT | 0.11% | 0.00% | 14,335 | 6,835 | 91.13% | 267,205 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 6,508 | 6,508 | 100.00% | 121,309 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 6,172 | 6,172 | 100.00% | 115,046 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.03% | 0.00% | 4,299 | 4,230 | 6130.43% | 80,133 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.24% | 0.00% | 30,629 | 3,859 | 14.42% | 570,925 | Jun 30, 2024 |
| FIRST MANHATTAN CO. LLC. | 0.17% | 0.00% | 22,000 | 3,500 | 18.92% | 410,080 | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.18% | 0.00% | 23,486 | 3,291 | 16.30% | 437,779 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.05% | - | 7,012 | 3,038 | 76.45% | 130,705 | Jun 30, 2024 |
| STATE STREET CORP | 1.71% | 0.00% | 219,453 | 2,077 | 0.96% | 4,090,604,000 | Jun 30, 2024 |
As of Jun 30 2024, MVB Financial's largest institutional buyer is KESTRA ADVISORY SERVICES, LLC. The company purchased 75.00K stocks of MVBF, valued at $1.40M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| TIMESSQUARE CAPITAL MANAGEMENT, LLC | 6.71% | 0.25% | 859,336 | -85,954 | -9.09% | 16,018,023 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 9.98% | 0.00% | 1,279,040 | -23,675 | -1.82% | 23,841,306 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -20,363 | -100.00% | - | Jun 30, 2024 |
| MORGAN STANLEY | 0.70% | 0.00% | 89,590 | -19,577 | -17.93% | 1,669,973 | Jun 30, 2024 |
| ENDEAVOUR CAPITAL ADVISORS INC | 1.47% | 1.22% | 188,019 | -16,332 | -7.99% | 3,504,674 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.28% | 0.00% | 35,277 | -14,683 | -29.39% | 657,564 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.13% | 0.00% | 16,181 | -11,858 | -42.29% | 301,614 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -10,800 | -100.00% | - | Jun 30, 2024 |
| PRUDENTIAL FINANCIAL INC | 0.38% | 0.00% | 49,115 | -8,700 | -15.05% | 915,504 | Jun 30, 2024 |
| BLACKROCK INC. | 6.68% | 0.00% | 855,675 | -8,455 | -0.98% | 15,949,789 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | - | - | - | -7,994 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -5,595 | -100.00% | - | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | - | - | - | -4,789 | -100.00% | - | Jun 30, 2024 |
| UBS GROUP AG | 0.05% | - | 7,012 | -4,273 | -37.86% | 130,703 | Jun 30, 2024 |
| BARCLAYS PLC | 0.10% | 0.00% | 12,246 | -3,972 | -24.49% | 228,000 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.77% | 0.00% | 98,916 | -1,606 | -1.60% | 1,843,794,000 | Jun 30, 2024 |
| STATE OF WISCONSIN INVESTMENT BOARD | 0.14% | 0.00% | 17,600 | -1,400 | -7.37% | 328,064 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.20% | 0.00% | 25,863 | -812 | -3.04% | 483,000 | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -567 | -100.00% | - | Jun 30, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | 0.63% | 0.00% | 80,117 | -435 | -0.54% | 1,493,379 | Jun 30, 2024 |
As of Jun 30 2024, MVB Financial's biggest institutional seller is TIMESSQUARE CAPITAL MANAGEMENT, LLC. The company sold -85.95K shares of MVBF, valued at $16.02M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | 0.59% | 0.01% | 75,000 | 75,000 | 100.00% | 1,398,000 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 6,508 | 6,508 | 100.00% | 121,309 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 6,172 | 6,172 | 100.00% | 115,046 | Jun 30, 2024 |
| PICTON MAHONEY ASSET MANAGEMENT | 0.00% | 0.00% | 506 | 506 | 100.00% | 9,000 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | - | 25 | 25 | 100.00% | 466 | Jun 30, 2024 |
| NISA INVESTMENT ADVISORS, LLC | 0.00% | - | 8 | 8 | 100.00% | 149 | Jun 30, 2024 |
MVB Financial's largest new institutional shareholder by number of shares is KESTRA ADVISORY SERVICES, LLC, purchased 75.00K shares, valued at $1.40M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | - | - | - | -20,363 | -100.00% | - | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -10,800 | -100.00% | - | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | - | - | - | -7,994 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -5,595 | -100.00% | - | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | - | - | - | -4,789 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -567 | -100.00% | - | Jun 30, 2024 |
| COMERICA BANK | - | - | - | -151 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
MVB Financial's largest sold out institutional shareholder by shares sold is MILLENNIUM MANAGEMENT LLC, sold -20.36K shares, valued at -, as of undefined.
MVB Financial Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| RMB INVESTORS TRUST | 0.10% | 50,000 | - | - | Dec 31, 2023 |
| BRIDGEWAY FUNDS INC | 0.06% | 151,100 | - | - | Mar 28, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.01% | 5,521 | - | - | Mar 31, 2024 |
| Vericimetry Funds | 0.01% | 800 | - | - | Mar 31, 2024 |
| IndexIQ ETF Trust | 0.01% | 12,524 | - | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 33,206 | 1,004 | 3.12% | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 19,923 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 1,765 | - | - | Mar 31, 2024 |
| AMG FUNDS | 0.00% | 74,190 | 30,090 | 68.23% | Mar 28, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 484,846 | -131,724 | -21.36% | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 180 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 90,067 | 7,688 | 9.33% | Feb 29, 2024 |
| UNIFIED SERIES TRUST | 0.00% | 12,000 | 12,000 | - | Feb 29, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 30,555 | - | - | Jan 31, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 565 | - | - | Dec 31, 2023 |
| Managed Portfolio Series | 0.00% | 12,955 | - | - | Jan 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 13,031 | 81 | 0.63% | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 105,214 | 4,027 | 3.98% | Feb 29, 2024 |
| Legg Mason ETF Investment Trust | 0.00% | 978 | - | - | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 1,120 | - | - | Mar 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. | 0.00% | 3,000 | 700 | 30.43% | Mar 28, 2024 |
| FINANCIAL INVESTORS TRUST | 0.00% | 22,300 | - | - | Jan 31, 2024 |
| AdvisorShares Trust | 0.00% | 1,095 | - | - | Mar 28, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 6,548 | -554 | -7.80% | Mar 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 204,263 | 18,859 | 10.17% | Jan 31, 2024 |
| GPS Funds I | 0.00% | 971 | - | - | Mar 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 81 | - | - | Apr 30, 2021 |
| Invesco Exchange-Traded Fund Trust II | 0.00% | 42,527 | - | - | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 4,297 | -1,110 | -20.53% | Mar 31, 2024 |
| Meeder Funds | 0.00% | 639 | - | - | Mar 31, 2024 |
| Dimensional ETF Trust | 0.00% | 53,721 | 11,446 | 27.08% | Jan 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 9,379 | - | - | Jan 31, 2024 |
| RUSSELL INVESTMENT CO | 0.00% | 31,899 | - | - | Jan 31, 2024 |
| Global X Funds | 0.00% | 4,562 | - | - | Jan 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 491 | -154 | -23.88% | Mar 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 18,727 | 785 | 4.38% | Feb 29, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 4,373 | 900 | 25.91% | Mar 31, 2024 |
| RBC FUNDS TRUST | 0.00% | 7,200 | - | - | Mar 28, 2024 |
| RUSSELL INVESTMENT FUNDS | 0.00% | 6,597 | - | - | Mar 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 142 | - | - | Mar 31, 2024 |
| DIMENSIONAL INVESTMENT GROUP INC | 0.00% | 716 | - | - | Jan 31, 2024 |
| JPMORGAN INSURANCE TRUST | 0.00% | 500 | - | - | Mar 31, 2023 |
| NORTHERN FUNDS | 0.00% | 5,199 | 95 | 1.86% | Mar 28, 2024 |
| THRIVENT MUTUAL FUNDS | 0.00% | 3,051 | - | - | Jan 31, 2024 |
| VALIC Co I | 0.00% | 8,594 | 322 | 3.89% | Feb 29, 2024 |
| iSHARES TRUST | 0.00% | 451,480 | -21,042 | -4.45% | Mar 31, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 3,605 | - | - | Mar 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 50,080 | 5,202 | 11.59% | Feb 29, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 104 | - | - | Dec 31, 2023 |
| THRIVENT SERIES FUND INC | 0.00% | 2,640 | -2,508 | -48.72% | Mar 28, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 2,128 | - | - | Mar 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 24,912 | -1,299 | -4.96% | Mar 31, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 400 | - | - | Mar 28, 2024 |
| TIAA-CREF FUNDS | 0.00% | 40,100 | - | - | Jan 31, 2024 |
| JPMORGAN TRUST II | 0.00% | 12,607 | - | - | Feb 29, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 51 | - | - | Dec 31, 2023 |
| ADVANCED SERIES TRUST | 0.00% | 33,383 | 5,601 | 20.16% | Mar 28, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 1,322 | -10 | -0.75% | Jan 31, 2024 |
| Guggenheim Active Allocation Fund | 0.00% | 59 | - | - | Feb 29, 2024 |
| Voya INVESTORS TRUST | 0.00% | 475 | -36 | -7.05% | Mar 31, 2024 |
| WisdomTree Trust | 0.00% | 17,358 | 700 | 4.20% | Mar 31, 2024 |
| ProFunds | 0.00% | 88 | -8 | -8.33% | Mar 31, 2024 |
| HC CAPITAL TRUST | 0.00% | 237 | - | - | Mar 31, 2024 |
| PROSHARES TRUST | 0.00% | 1,666 | 202 | 13.80% | Feb 29, 2024 |
| SEASONS SERIES TRUST | 0.00% | 158 | -9 | -5.39% | Mar 31, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 1,527 | 269 | 21.38% | Jan 31, 2024 |
| PGIM ETF TRUST | 0.00% | 424 | - | - | Feb 29, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 7 | - | - | Dec 31, 2023 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 300 | - | - | Dec 31, 2023 |
| Janus Detroit Street Trust | 0.00% | 811 | - | - | Jan 31, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 5,369 | - | - | Mar 31, 2024 |
| DFA INVESTMENT TRUST CO | 0.00% | 716 | - | - | Jan 31, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 10,979 | -38 | -0.34% | Mar 31, 2024 |
| Brighthouse Funds Trust II | 0.00% | 3,791 | - | - | Mar 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 244 | - | - | Feb 29, 2024 |
| EMPOWER FUNDS, INC. | 0.00% | 4,200 | - | - | Mar 31, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 1,286 | -5 | -0.39% | Jan 31, 2024 |
| Brinker Capital Destinations Trust | 0.00% | 206 | - | - | Feb 29, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 284 | - | - | Feb 29, 2024 |
| ETF Series Solutions | 0.00% | 56 | - | - | Jan 31, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 4,826 | -466 | -8.81% | Mar 31, 2024 |
| TRUST FOR PROFESSIONAL MANAGERS | 0.00% | 672 | 672 | - | Feb 29, 2024 |
| FIDELITY SALEM STREET TRUST | 0.00% | 8,205 | -248 | -2.93% | Mar 31, 2024 |
| JPMorgan Trust I | 0.00% | 2,167 | - | - | Jan 31, 2024 |
| PACIFIC SELECT FUND | 0.00% | 4,873 | -103 | -2.07% | Mar 31, 2024 |
| BLACKROCK FUNDS | 0.00% | 7,875 | -857 | -9.81% | Feb 29, 2024 |
| SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 3,000 | - | - | Dec 31, 2023 |
| Bridge Builder Trust | 0.00% | 4,590 | - | - | Mar 31, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.00% | 100 | - | - | Mar 31, 2024 |
| MASSMUTUAL SELECT FUNDS | 0.00% | 839 | - | - | Dec 31, 2023 |
| COLUMBIA FUNDS SERIES TRUST I | 0.00% | 2,646 | 1,098 | 70.93% | Feb 29, 2024 |
| MAINSTAY FUNDS TRUST | 0.00% | 100 | - | - | Jan 31, 2024 |
| Brighthouse Funds Trust I | 0.00% | 3,369 | - | - | Mar 31, 2024 |
| BlackRock Variable Series Funds, Inc. | 0.00% | 1,668 | - | - | Mar 31, 2024 |
| Advisors' Inner Circle Fund III | 0.00% | 36 | 8 | 28.57% | Jan 31, 2024 |
| PRINCIPAL FUNDS, INC. | 0.00% | 1,436 | -140 | -8.88% | Jan 31, 2024 |
| SEI INSTITUTIONAL INVESTMENTS TRUST | 0.00% | 2,400 | - | - | Feb 29, 2024 |
MVB Financial's largest mutual fund holder by % of total assets is "RMB INVESTORS TRUST", owning 50.00K shares, compromising 0.10% of its total assets.
MVB Financial Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 78 | -1.27% |
| 31 Mar, 24 | 79 | 1.28% |
| 31 Dec, 23 | 78 | 13.04% |
| 30 Sep, 23 | 69 | 2.99% |
| 30 Jun, 23 | 67 | -14.10% |
| 31 Mar, 23 | 78 | 11.43% |
| 31 Dec, 22 | 70 | 1.45% |
| 30 Sep, 22 | 69 | -8.00% |
| 30 Jun, 22 | 75 | - |
| 31 Mar, 22 | 75 | -7.41% |
| 31 Dec, 21 | 81 | 3.85% |
| 30 Sep, 21 | 78 | 5.41% |
| 30 Jun, 21 | 74 | 2.78% |
| 31 Mar, 21 | 72 | 24.14% |
| 31 Dec, 20 | 58 | 3.57% |
| 30 Sep, 20 | 56 | - |
| 30 Jun, 20 | 56 | 1.82% |
| 31 Mar, 20 | 55 | 3.77% |
| 31 Dec, 19 | 53 | 6.00% |
| 30 Sep, 19 | 50 | 13.64% |
| 30 Jun, 19 | 44 | 4.76% |
| 31 Mar, 19 | 42 | -8.70% |
| 31 Dec, 18 | 46 | 2.22% |
| 30 Sep, 18 | 45 | 4.65% |
| 30 Jun, 18 | 43 | 79.17% |
| 31 Mar, 18 | 24 | 100.00% |
| 31 Dec, 17 | 12 | 500.00% |
| 30 Sep, 17 | 2 | - |
| 30 Jun, 17 | 2 | 100.00% |
| 31 Mar, 17 | 1 | - |
| 31 Dec, 16 | 1 | - |
| 30 Sep, 16 | 1 | - |
| 30 Jun, 16 | 1 | - |
| 31 Mar, 16 | 1 | - |
| 31 Dec, 15 | 1 | - |
| 30 Sep, 15 | 1 | - |
| 30 Jun, 15 | 1 | - |
| 31 Mar, 15 | 1 | - |
| 31 Dec, 14 | 1 | - |
| 30 Sep, 14 | 1 | - |
| 30 Jun, 14 | 1 | - |
| 31 Mar, 14 | 1 | - |
| 31 Dec, 13 | 1 | - |
| 30 Sep, 13 | 1 | - |
| 30 Jun, 13 | 1 | - |
| 31 Mar, 13 | 1 | - |
| 31 Dec, 12 | 1 | - |
| 30 Sep, 12 | 1 | - |
| 30 Jun, 12 | 1 | - |
| 31 Mar, 12 | 1 | - |
| 31 Dec, 11 | 1 | - |
| 30 Sep, 11 | 1 | - |
| 30 Jun, 11 | 1 | - |
| 31 Mar, 11 | 1 | - |
| 31 Dec, 10 | 1 | - |
| 30 Sep, 10 | 1 | - |
| 30 Jun, 10 | 1 | - |
| 31 Mar, 10 | 1 | - |
| 31 Dec, 09 | 1 | - |
| 30 Sep, 09 | 1 | - |
| 30 Jun, 09 | 1 | - |
| 31 Mar, 09 | 1 | - |
As of 30 Jun 24, 78 institutions are holding MVB Financial's shares, representing a decrease of -1.27% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 6,393,279 | 0.12% |
| 31 Mar, 24 | 6,385,844 | 3.18% |
| 31 Dec, 23 | 6,188,752 | 6.76% |
| 30 Sep, 23 | 5,797,013 | -0.81% |
| 30 Jun, 23 | 5,844,295 | 3.58% |
| 31 Mar, 23 | 5,642,047 | -1.54% |
| 31 Dec, 22 | 5,730,378 | 0.03% |
| 30 Sep, 22 | 5,728,477 | -0.45% |
| 30 Jun, 22 | 5,754,309 | 1.36% |
| 31 Mar, 22 | 5,677,189 | -2.59% |
| 31 Dec, 21 | 5,828,022 | 6.78% |
| 30 Sep, 21 | 5,458,100 | 2.96% |
| 30 Jun, 21 | 5,301,128 | 6.15% |
| 31 Mar, 21 | 4,994,002 | 11.72% |
| 31 Dec, 20 | 4,470,250 | -4.18% |
| 30 Sep, 20 | 4,665,140 | 3.25% |
| 30 Jun, 20 | 4,518,137 | -1.73% |
| 31 Mar, 20 | 4,597,862 | -6.54% |
| 31 Dec, 19 | 4,919,474 | 14.42% |
| 30 Sep, 19 | 4,299,576 | 5.54% |
| 30 Jun, 19 | 4,073,908 | 3.75% |
| 31 Mar, 19 | 3,926,542 | -0.24% |
| 31 Dec, 18 | 3,935,833 | 2.68% |
| 30 Sep, 18 | 3,833,043 | 28.15% |
| 30 Jun, 18 | 2,991,003 | 27.02% |
| 31 Mar, 18 | 2,354,705 | 13.62% |
| 31 Dec, 17 | 2,072,380 | 298.89% |
| 30 Sep, 17 | 519,533 | 5.55% |
| 30 Jun, 17 | 492,236 | 2.92% |
| 31 Mar, 17 | 478,261 | 2195.58% |
| 31 Dec, 16 | 20,834 | - |
| 30 Sep, 16 | 20,834 | - |
| 30 Jun, 16 | 20,834 | 50.32% |
| 31 Mar, 16 | 13,860 | - |
| 31 Dec, 15 | 13,860 | - |
| 30 Sep, 15 | 13,860 | - |
| 30 Jun, 15 | 13,860 | -44.25% |
| 31 Mar, 15 | 24,860 | 79.37% |
| 31 Dec, 14 | 13,860 | - |
| 30 Sep, 14 | 13,860 | - |
| 30 Jun, 14 | 13,860 | 100.00% |
| 31 Mar, 14 | 6,930 | - |
| 31 Dec, 13 | 6,930 | - |
| 30 Sep, 13 | 6,930 | - |
| 30 Jun, 13 | 6,930 | - |
| 31 Mar, 13 | 6,930 | - |
| 31 Dec, 12 | 6,930 | - |
| 30 Sep, 12 | 6,930 | - |
| 30 Jun, 12 | 6,930 | - |
| 31 Mar, 12 | 6,930 | - |
| 31 Dec, 11 | 6,930 | - |
| 30 Sep, 11 | 6,930 | - |
| 30 Jun, 11 | 6,930 | - |
| 31 Mar, 11 | 6,930 | 10.00% |
| 31 Dec, 10 | 6,300 | - |
| 30 Sep, 10 | 6,300 | - |
| 30 Jun, 10 | 6,300 | - |
| 31 Mar, 10 | 6,300 | - |
| 31 Dec, 09 | 6,300 | - |
| 30 Sep, 09 | 6,300 | - |
| 30 Jun, 09 | 6,300 | - |
| 31 Mar, 09 | 6,300 | - |
MVB Financial (MVBF) has 6.39M shares outstanding as of 30 Jun 24, up 0.12% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 49.90% | 2.01% |
| 31 Mar, 24 | 49.85% | 2.11% |
| 31 Dec, 23 | 48.58% | 2.34% |
| 30 Sep, 23 | 45.57% | 2.15% |
| 30 Jun, 23 | 46.06% | 2.31% |
| 31 Mar, 23 | 44.70% | 2.05% |
| 31 Dec, 22 | 46.67% | 2.13% |
| 30 Sep, 22 | 46.81% | 2.33% |
| 30 Jun, 22 | 44.84% | 2.33% |
| 31 Mar, 22 | 43.91% | 1.79% |
| 31 Dec, 21 | 49.48% | 2.34% |
| 30 Sep, 21 | 45.94% | 2.21% |
| 30 Jun, 21 | 45.55% | 2.43% |
| 31 Mar, 21 | 43.31% | 3.03% |
| 31 Dec, 20 | 37.81% | 2.48% |
| 30 Sep, 20 | 39.04% | 2.73% |
| 30 Jun, 20 | 37.79% | 2.55% |
| 31 Mar, 20 | 38.50% | 2.18% |
| 31 Dec, 19 | 42.00% | 3.13% |
| 30 Sep, 19 | 36.65% | 2.99% |
| 30 Jun, 19 | 34.99% | 3.06% |
| 31 Mar, 19 | 33.83% | 3.53% |
| 31 Dec, 18 | 30.94% | 2.74% |
| 30 Sep, 18 | 33.58% | 4.24% |
| 30 Jun, 18 | 28.12% | 5.56% |
| 31 Mar, 18 | 22.48% | 5.56% |
| 31 Dec, 17 | 20.10% | 81.23% |
| 30 Sep, 17 | 4.97% | 21.97% |
| 30 Jun, 17 | 4.76% | 20.79% |
| 31 Mar, 17 | 4.78% | 11015.26% |
| 31 Dec, 16 | 0.21% | 313.54% |
| 30 Sep, 16 | 0.26% | 387.63% |
| 30 Jun, 16 | 0.26% | 872.72% |
| 31 Mar, 16 | 0.17% | 574.96% |
| 31 Dec, 15 | 0.17% | 585.22% |
| 30 Sep, 15 | 0.17% | 576.43% |
| 30 Jun, 15 | 0.17% | 179.80% |
| 31 Mar, 15 | 0.31% | 1017.88% |
| 31 Dec, 14 | 0.17% | 591.79% |
| 30 Sep, 14 | 0.17% | 557.55% |
| 30 Jun, 14 | 0.18% | 2114.60% |
| 31 Mar, 14 | 0.09% | 1122.31% |
| 31 Dec, 13 | 0.09% | 904.71% |
| 30 Sep, 13 | 0.10% | 1001.50% |
| 30 Jun, 13 | 0.10% | 994.31% |
| 31 Mar, 13 | 0.10% | 998.00% |
| 31 Dec, 12 | 0.10% | 406.43% |
| 30 Sep, 12 | 0.16% | 525.22% |
| 30 Jun, 12 | 0.17% | 571.88% |
| 31 Mar, 12 | 0.17% | 575.04% |
| 31 Dec, 11 | 0.17% | 576.22% |
| 30 Sep, 11 | 0.17% | 576.50% |
| 30 Jun, 11 | 0.17% | 576.04% |
| 31 Mar, 11 | 0.17% | 372.13% |
| 31 Dec, 10 | 0.22% | 460.30% |
| 30 Sep, 10 | 0.22% | 465.25% |
| 30 Jun, 10 | 0.22% | 466.25% |
| 31 Mar, 10 | 0.22% | 463.25% |
| 31 Dec, 09 | 0.22% | 480.41% |
| 30 Sep, 09 | 0.21% | 467.36% |
| 30 Jun, 09 | 0.21% | 465.62% |
| 31 Mar, 09 | 0.21% | - |
As of 30 Jun 24, MVB Financial is held by 49.90% institutional shareholders, representing a 2.01% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 41 | 20.59% |
| 31 Mar, 24 | 34 | -12.82% |
| 31 Dec, 23 | 39 | 34.48% |
| 30 Sep, 23 | 29 | -29.27% |
| 30 Jun, 23 | 41 | -2.38% |
| 31 Mar, 23 | 42 | 31.25% |
| 31 Dec, 22 | 32 | 10.34% |
| 30 Sep, 22 | 29 | -21.62% |
| 30 Jun, 22 | 37 | 48.00% |
| 31 Mar, 22 | 25 | -30.56% |
| 31 Dec, 21 | 36 | -14.29% |
| 30 Sep, 21 | 42 | 7.69% |
| 30 Jun, 21 | 39 | 11.43% |
| 31 Mar, 21 | 35 | 16.67% |
| 31 Dec, 20 | 30 | 42.86% |
| 30 Sep, 20 | 21 | -27.59% |
| 30 Jun, 20 | 29 | 16.00% |
| 31 Mar, 20 | 25 | -19.35% |
| 31 Dec, 19 | 31 | 19.23% |
| 30 Sep, 19 | 26 | 18.18% |
| 30 Jun, 19 | 22 | 46.67% |
| 31 Mar, 19 | 15 | -16.67% |
| 31 Dec, 18 | 18 | -33.33% |
| 30 Sep, 18 | 27 | -18.18% |
| 30 Jun, 18 | 33 | 106.25% |
| 31 Mar, 18 | 16 | 60.00% |
| 31 Dec, 17 | 10 | 900.00% |
| 30 Sep, 17 | 1 | - |
| 30 Jun, 17 | 1 | - |
| 31 Mar, 17 | 1 | - |
| 31 Dec, 16 | - | - |
| 30 Sep, 16 | - | -100.00% |
| 30 Jun, 16 | 1 | - |
| 31 Mar, 16 | - | - |
| 31 Dec, 15 | - | - |
| 30 Sep, 15 | - | - |
| 30 Jun, 15 | - | -100.00% |
| 31 Mar, 15 | 1 | - |
| 31 Dec, 14 | - | - |
| 30 Sep, 14 | - | -100.00% |
| 30 Jun, 14 | 1 | - |
| 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 | - | - |
| 30 Jun, 11 | - | -100.00% |
| 31 Mar, 11 | 1 | - |
| 31 Dec, 10 | - | - |
| 30 Sep, 10 | - | - |
| 30 Jun, 10 | - | - |
| 31 Mar, 10 | - | - |
| 31 Dec, 09 | - | - |
| 30 Sep, 09 | - | - |
| 30 Jun, 09 | - | -100.00% |
| 31 Mar, 09 | 1 | - |
41 institutional shareholders have increased their position in MVBF stock as of 30 Jun 24 compared to 34 in the previous quarter (a 20.59% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 20 | -16.67% |
| 31 Mar, 24 | 24 | 41.18% |
| 31 Dec, 23 | 17 | -22.73% |
| 30 Sep, 23 | 22 | 69.23% |
| 30 Jun, 23 | 13 | -27.78% |
| 31 Mar, 23 | 18 | -5.26% |
| 31 Dec, 22 | 19 | -13.64% |
| 30 Sep, 22 | 22 | 4.76% |
| 30 Jun, 22 | 21 | -25.00% |
| 31 Mar, 22 | 28 | 27.27% |
| 31 Dec, 21 | 22 | 22.22% |
| 30 Sep, 21 | 18 | -5.26% |
| 30 Jun, 21 | 19 | -24.00% |
| 31 Mar, 21 | 25 | 56.25% |
| 31 Dec, 20 | 16 | -11.11% |
| 30 Sep, 20 | 18 | 50.00% |
| 30 Jun, 20 | 12 | -36.84% |
| 31 Mar, 20 | 19 | 58.33% |
| 31 Dec, 19 | 12 | 20.00% |
| 30 Sep, 19 | 10 | 42.86% |
| 30 Jun, 19 | 7 | -22.22% |
| 31 Mar, 19 | 9 | -35.71% |
| 31 Dec, 18 | 14 | 133.33% |
| 30 Sep, 18 | 6 | 50.00% |
| 30 Jun, 18 | 4 | - |
| 31 Mar, 18 | 4 | - |
| 31 Dec, 17 | - | - |
| 30 Sep, 17 | - | - |
| 30 Jun, 17 | - | - |
| 31 Mar, 17 | - | - |
| 31 Dec, 16 | - | - |
| 30 Sep, 16 | - | - |
| 30 Jun, 16 | - | - |
| 31 Mar, 16 | - | - |
| 31 Dec, 15 | - | - |
| 30 Sep, 15 | - | -100.00% |
| 30 Jun, 15 | 1 | - |
| 31 Mar, 15 | - | - |
| 31 Dec, 14 | - | - |
| 30 Sep, 14 | - | - |
| 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 | - | - |
| 30 Jun, 11 | - | - |
| 31 Mar, 11 | - | - |
| 31 Dec, 10 | - | - |
| 30 Sep, 10 | - | - |
| 30 Jun, 10 | - | - |
| 31 Mar, 10 | - | - |
| 31 Dec, 09 | - | - |
| 30 Sep, 09 | - | - |
| 30 Jun, 09 | - | - |
| 31 Mar, 09 | - | - |
20 institutional shareholders have reduced their position in MVBF stock as of 30 Jun 24 compared to 24 in the previous quarter (a -16.67% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 78 | -1.27% | 6,393,279 | 0.12% | 49.90% | 2.01% | 41 | 20.59% | 20 | -16.67% |
| 31 Mar, 24 | 79 | 1.28% | 6,385,844 | 3.18% | 49.85% | 2.11% | 34 | -12.82% | 24 | 41.18% |
| 31 Dec, 23 | 78 | 13.04% | 6,188,752 | 6.76% | 48.58% | 2.34% | 39 | 34.48% | 17 | -22.73% |
| 30 Sep, 23 | 69 | 2.99% | 5,797,013 | -0.81% | 45.57% | 2.15% | 29 | -29.27% | 22 | 69.23% |
| 30 Jun, 23 | 67 | -14.10% | 5,844,295 | 3.58% | 46.06% | 2.31% | 41 | -2.38% | 13 | -27.78% |
| 31 Mar, 23 | 78 | 11.43% | 5,642,047 | -1.54% | 44.70% | 2.05% | 42 | 31.25% | 18 | -5.26% |
| 31 Dec, 22 | 70 | 1.45% | 5,730,378 | 0.03% | 46.67% | 2.13% | 32 | 10.34% | 19 | -13.64% |
| 30 Sep, 22 | 69 | -8.00% | 5,728,477 | -0.45% | 46.81% | 2.33% | 29 | -21.62% | 22 | 4.76% |
| 30 Jun, 22 | 75 | - | 5,754,309 | 1.36% | 44.84% | 2.33% | 37 | 48.00% | 21 | -25.00% |
| 31 Mar, 22 | 75 | -7.41% | 5,677,189 | -2.59% | 43.91% | 1.79% | 25 | -30.56% | 28 | 27.27% |
| 31 Dec, 21 | 81 | 3.85% | 5,828,022 | 6.78% | 49.48% | 2.34% | 36 | -14.29% | 22 | 22.22% |
| 30 Sep, 21 | 78 | 5.41% | 5,458,100 | 2.96% | 45.94% | 2.21% | 42 | 7.69% | 18 | -5.26% |
| 30 Jun, 21 | 74 | 2.78% | 5,301,128 | 6.15% | 45.55% | 2.43% | 39 | 11.43% | 19 | -24.00% |
| 31 Mar, 21 | 72 | 24.14% | 4,994,002 | 11.72% | 43.31% | 3.03% | 35 | 16.67% | 25 | 56.25% |
| 31 Dec, 20 | 58 | 3.57% | 4,470,250 | -4.18% | 37.81% | 2.48% | 30 | 42.86% | 16 | -11.11% |
| 30 Sep, 20 | 56 | - | 4,665,140 | 3.25% | 39.04% | 2.73% | 21 | -27.59% | 18 | 50.00% |
| 30 Jun, 20 | 56 | 1.82% | 4,518,137 | -1.73% | 37.79% | 2.55% | 29 | 16.00% | 12 | -36.84% |
| 31 Mar, 20 | 55 | 3.77% | 4,597,862 | -6.54% | 38.50% | 2.18% | 25 | -19.35% | 19 | 58.33% |
| 31 Dec, 19 | 53 | 6.00% | 4,919,474 | 14.42% | 42.00% | 3.13% | 31 | 19.23% | 12 | 20.00% |
| 30 Sep, 19 | 50 | 13.64% | 4,299,576 | 5.54% | 36.65% | 2.99% | 26 | 18.18% | 10 | 42.86% |
| 30 Jun, 19 | 44 | 4.76% | 4,073,908 | 3.75% | 34.99% | 3.06% | 22 | 46.67% | 7 | -22.22% |
| 31 Mar, 19 | 42 | -8.70% | 3,926,542 | -0.24% | 33.83% | 3.53% | 15 | -16.67% | 9 | -35.71% |
| 31 Dec, 18 | 46 | 2.22% | 3,935,833 | 2.68% | 30.94% | 2.74% | 18 | -33.33% | 14 | 133.33% |
| 30 Sep, 18 | 45 | 4.65% | 3,833,043 | 28.15% | 33.58% | 4.24% | 27 | -18.18% | 6 | 50.00% |
| 30 Jun, 18 | 43 | 79.17% | 2,991,003 | 27.02% | 28.12% | 5.56% | 33 | 106.25% | 4 | - |
| 31 Mar, 18 | 24 | 100.00% | 2,354,705 | 13.62% | 22.48% | 5.56% | 16 | 60.00% | 4 | - |
| 31 Dec, 17 | 12 | 500.00% | 2,072,380 | 298.89% | 20.10% | 81.23% | 10 | 900.00% | - | - |
| 30 Sep, 17 | 2 | - | 519,533 | 5.55% | 4.97% | 21.97% | 1 | - | - | - |
| 30 Jun, 17 | 2 | 100.00% | 492,236 | 2.92% | 4.76% | 20.79% | 1 | - | - | - |
| 31 Mar, 17 | 1 | - | 478,261 | 2195.58% | 4.78% | 11015.26% | 1 | - | - | - |
| 31 Dec, 16 | 1 | - | 20,834 | - | 0.21% | 313.54% | - | - | - | - |
| 30 Sep, 16 | 1 | - | 20,834 | - | 0.26% | 387.63% | - | -100.00% | - | - |
| 30 Jun, 16 | 1 | - | 20,834 | 50.32% | 0.26% | 872.72% | 1 | - | - | - |
| 31 Mar, 16 | 1 | - | 13,860 | - | 0.17% | 574.96% | - | - | - | - |
| 31 Dec, 15 | 1 | - | 13,860 | - | 0.17% | 585.22% | - | - | - | - |
| 30 Sep, 15 | 1 | - | 13,860 | - | 0.17% | 576.43% | - | - | - | -100.00% |
| 30 Jun, 15 | 1 | - | 13,860 | -44.25% | 0.17% | 179.80% | - | -100.00% | 1 | - |
| 31 Mar, 15 | 1 | - | 24,860 | 79.37% | 0.31% | 1017.88% | 1 | - | - | - |
| 31 Dec, 14 | 1 | - | 13,860 | - | 0.17% | 591.79% | - | - | - | - |
| 30 Sep, 14 | 1 | - | 13,860 | - | 0.17% | 557.55% | - | -100.00% | - | - |
| 30 Jun, 14 | 1 | - | 13,860 | 100.00% | 0.18% | 2114.60% | 1 | - | - | - |
| 31 Mar, 14 | 1 | - | 6,930 | - | 0.09% | 1122.31% | - | - | - | - |
| 31 Dec, 13 | 1 | - | 6,930 | - | 0.09% | 904.71% | - | - | - | - |
| 30 Sep, 13 | 1 | - | 6,930 | - | 0.10% | 1001.50% | - | - | - | - |
| 30 Jun, 13 | 1 | - | 6,930 | - | 0.10% | 994.31% | - | - | - | - |
| 31 Mar, 13 | 1 | - | 6,930 | - | 0.10% | 998.00% | - | - | - | - |
| 31 Dec, 12 | 1 | - | 6,930 | - | 0.10% | 406.43% | - | - | - | - |
| 30 Sep, 12 | 1 | - | 6,930 | - | 0.16% | 525.22% | - | - | - | - |
| 30 Jun, 12 | 1 | - | 6,930 | - | 0.17% | 571.88% | - | - | - | - |
| 31 Mar, 12 | 1 | - | 6,930 | - | 0.17% | 575.04% | - | - | - | - |
| 31 Dec, 11 | 1 | - | 6,930 | - | 0.17% | 576.22% | - | - | - | - |
| 30 Sep, 11 | 1 | - | 6,930 | - | 0.17% | 576.50% | - | - | - | - |
| 30 Jun, 11 | 1 | - | 6,930 | - | 0.17% | 576.04% | - | -100.00% | - | - |
| 31 Mar, 11 | 1 | - | 6,930 | 10.00% | 0.17% | 372.13% | 1 | - | - | - |
| 31 Dec, 10 | 1 | - | 6,300 | - | 0.22% | 460.30% | - | - | - | - |
| 30 Sep, 10 | 1 | - | 6,300 | - | 0.22% | 465.25% | - | - | - | - |
| 30 Jun, 10 | 1 | - | 6,300 | - | 0.22% | 466.25% | - | - | - | - |
| 31 Mar, 10 | 1 | - | 6,300 | - | 0.22% | 463.25% | - | - | - | - |
| 31 Dec, 09 | 1 | - | 6,300 | - | 0.22% | 480.41% | - | - | - | - |
| 30 Sep, 09 | 1 | - | 6,300 | - | 0.21% | 467.36% | - | - | - | - |
| 30 Jun, 09 | 1 | - | 6,300 | - | 0.21% | 465.62% | - | -100.00% | - | - |
| 31 Mar, 09 | 1 | - | 6,300 | - | 0.21% | - | 1 | - | - | - |
MVB Financial Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of MVB Financial's stock was made by Spielman Cheryl on Jun 04 2024, selling 4,162 shares at - per share (valued at -).
MVB Financial Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 27 | 29 | 93.10% |
| Q4 2023 | 7 | 10 | 70.00% |
| Q3 2023 | 2 | 1 | 200.00% |
| Q2 2023 | 46 | 35 | 131.43% |
| Q1 2023 | 6 | 6 | 100.00% |
| Q4 2022 | - | 1 | - |
| Q3 2022 | 3 | 3 | 100.00% |
| Q2 2022 | 21 | 23 | 91.30% |
| Q1 2022 | - | 1 | - |
| Q4 2021 | 8 | 8 | 100.00% |
| Q3 2021 | 2 | 4 | 50.00% |
| Q2 2021 | 30 | 25 | 120.00% |
| Q1 2021 | 9 | 14 | 64.29% |
| Q4 2020 | 4 | 5 | 80.00% |
| Q3 2020 | 2 | 3 | 66.67% |
| Q2 2020 | 36 | 13 | 276.92% |
| Q1 2020 | 12 | - | - |
| Q4 2019 | 4 | 4 | 100.00% |
| Q3 2019 | 2 | 3 | 66.67% |
| Q2 2019 | 27 | 4 | 675.00% |
27 total buy trades, and 29 total sell trades (buy/sell ratio of 0.93%) were made by MVB Financial's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | - | - |
| Q4 2023 | - | - | - |
| Q3 2023 | 1 | - | - |
| Q2 2023 | - | - | - |
| Q1 2023 | 3 | - | - |
| Q4 2022 | - | - | - |
| Q3 2022 | 1 | 1 | 100.00% |
| Q2 2022 | - | - | - |
| Q1 2022 | - | - | - |
| Q4 2021 | - | 1 | - |
| Q3 2021 | 1 | 1 | 100.00% |
| Q2 2021 | - | 2 | - |
| Q1 2021 | 1 | 2 | 50.00% |
| Q4 2020 | - | - | - |
| Q3 2020 | 1 | - | - |
| Q2 2020 | 2 | - | - |
| Q1 2020 | 11 | - | - |
| Q4 2019 | 1 | 1 | 100.00% |
| Q3 2019 | 1 | - | - |
| Q2 2019 | 4 | - | - |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of MVB Financial's stocks.
MVB Financial Peer Ownership
| Ticker | Company |
|---|---|
| OFED | Oconee Federal Financial Corp. |
| CIVB | Civista Bancshares, Inc. |
| FCAP | First Capital, Inc. |
| CFBK | CF Bankshares Inc. |
| FNWD | Finward Bancorp |
| FCCO | First Community Corporation |
| HFWA | Heritage Financial Corporation |
| CWBC | Community West Bancshares |
| FFNW | First Financial Northwest, Inc. |
| HMNF | HMN Financial, Inc. |
| HFBL | Home Federal Bancorp, Inc. of Louisiana |
| FNWB | First Northwest Bancorp |
MVBF Ownership FAQ
Who Owns MVB Financial?
MVB Financial is owned by institutional shareholders (49.90%), insiders (8.38%), and public (41.72%). The largest institutional shareholder of MVB Financial is WELLINGTON MANAGEMENT GROUP LLP (9.98% of total shares) and the top mutual fund owner is RMB INVESTORS TRUST (0.10% of total shares).
Who are the major institutional shareholders of MVB Financial?
MVB Financial's major institutional shareholders are WELLINGTON MANAGEMENT GROUP LLP, TIMESSQUARE CAPITAL MANAGEMENT, LLC, BLACKROCK INC., VANGUARD GROUP INC, and DIMENSIONAL FUND ADVISORS LP. The top five shareholders own together 30.57% of the company's share outstanding.
How many MVB Financial shareholders are there?
As of Jun 2024, there are 78 institutional shareholders of MVB Financial.
What percentage of MVB Financial is owned by WELLINGTON MANAGEMENT GROUP LLP?
WELLINGTON MANAGEMENT GROUP LLP owns 1.28M shares of MVB Financial, representing 9.98% of the company's total shares outstanding, valued at $23.84M (as of Jun 2024).
What percentage of MVB Financial is owned by TIMESSQUARE CAPITAL MANAGEMENT, LLC?
As of Jun 2024, TIMESSQUARE CAPITAL MANAGEMENT, LLC holds 859.34K shares of MVB Financial (MVBF), compromising 6.71% of the company, valued at $16.02M.
What percentage of MVB Financial is owned by BLACKROCK INC?
BLACKROCK INC is the third largest holder of MVB Financial. The company owns 855.68K of the company's shares outstanding (worth $15.95M).