Orange County Bancorp Ownership 2024 | Who Owns Orange County Bancorp Now?
Institutional Ownership
33.63%
Insider Ownership
19.82%
Retail Ownership
46.55%
Institutional Holders
53.00
Orange County Bancorp Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 5.81% | 0.00% | 327,314 | 8,956 | 2.81% | 17,308,364 | Jun 30, 2024 |
| BANC FUNDS CO LLC | 5.53% | 1.95% | 311,590 | -10,232 | -3.18% | 16,476,879 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 4.70% | 0.00% | 264,755 | -4,391 | -1.63% | 14,000,244 | Jun 30, 2024 |
| VANGUARD GROUP INC | 3.62% | 0.00% | 203,749 | 2,296 | 1.14% | 10,774,247 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 2.83% | 0.00% | 159,272 | -4,205 | -2.57% | 8,422,303 | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.24% | 0.01% | 126,469 | -716 | -0.56% | 6,687,681 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.95% | 0.00% | 109,765 | 4,669 | 4.44% | 5,804,976 | Jun 30, 2024 |
| STATE STREET CORP | 1.26% | 0.00% | 70,906 | 16 | 0.02% | 3,749,509,000 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.73% | 0.00% | 41,158 | -2,162 | -4.99% | 2,176,435,000 | Jun 30, 2024 |
| HENNESSY ADVISORS INC | 0.62% | 0.07% | 34,809 | 7,809 | 28.92% | 1,840,700 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.40% | 0.00% | 22,730 | 1,376 | 6.44% | 1,201,962 | Jun 30, 2024 |
| KEYBANK NATIONAL ASSOCIATION/OH | 0.31% | 0.00% | 17,500 | - | - | 925,400 | Jun 30, 2024 |
| INVESCO LTD. | 0.28% | 0.00% | 16,035 | -411 | -2.50% | 847,931 | Jun 30, 2024 |
| EAGLE RIDGE INVESTMENT MANAGEMENT | 0.25% | 0.07% | 14,200 | - | - | 750,896 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.25% | 0.00% | 13,922 | 583 | 4.37% | 736,195 | Jun 30, 2024 |
| NORTHCREST ASSET MANANGEMENT, LLC | 0.23% | 0.02% | 12,989 | - | - | 686,858 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.23% | 0.00% | 12,762 | - | - | 674,855 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.21% | 0.00% | 12,080 | -90 | -0.74% | 638,790 | Jun 30, 2024 |
| COOMBE, BENDER & CO LLC | 0.20% | 0.35% | 11,230 | -153 | -1.34% | 593,842 | Jun 30, 2024 |
| MORGAN STANLEY | 0.19% | - | 10,657 | -1,853 | -14.81% | 563,572 | Jun 30, 2024 |
Orange County Bancorp's largest institutional shareholder is BLACKROCK INC., holding 5.81% of the company's total share outstanding, currently valued at $17.31M. The top 10 institutional shareholders own together 29.28% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BANC FUNDS CO LLC | 5.53% | 1.95% | 311,590 | -10,232 | -3.18% | 16,476,879 | Jun 30, 2024 |
| COOMBE, BENDER & CO LLC | 0.20% | 0.35% | 11,230 | -153 | -1.34% | 593,842 | Jun 30, 2024 |
| HENNESSY ADVISORS INC | 0.62% | 0.07% | 34,809 | 7,809 | 28.92% | 1,840,700 | Jun 30, 2024 |
| EAGLE RIDGE INVESTMENT MANAGEMENT | 0.25% | 0.07% | 14,200 | - | - | 750,896 | Jun 30, 2024 |
| KAHN BROTHERS GROUP INC | 0.07% | 0.04% | 4,000 | 4,000 | 100.00% | 212,000 | Jun 30, 2024 |
| NORTHCREST ASSET MANANGEMENT, LLC | 0.23% | 0.02% | 12,989 | - | - | 686,858 | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.24% | 0.01% | 126,469 | -716 | -0.56% | 6,687,681 | Jun 30, 2024 |
| KEYBANK NATIONAL ASSOCIATION/OH | 0.31% | 0.00% | 17,500 | - | - | 925,400 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 2.83% | 0.00% | 159,272 | -4,205 | -2.57% | 8,422,303 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 4.70% | 0.00% | 264,755 | -4,391 | -1.63% | 14,000,244 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.02% | 0.00% | 1,219 | 744 | 156.63% | 64,461 | Jun 30, 2024 |
| METLIFE INVESTMENT MANAGEMENT, LLC | 0.06% | 0.00% | 3,183 | 299 | 10.37% | 168,317 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 2,749 | 2,749 | 100.00% | 145,367 | Jun 30, 2024 |
| AMERITAS INVESTMENT PARTNERS, INC. | 0.01% | 0.00% | 422 | - | - | 22,315 | Jun 30, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.15% | 0.00% | 8,394 | - | - | 444,000 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.21% | 0.00% | 12,080 | -90 | -0.74% | 638,790 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.95% | 0.00% | 109,765 | 4,669 | 4.44% | 5,804,976 | Jun 30, 2024 |
| HIGHTOWER ADVISORS, LLC | 0.10% | 0.00% | 5,793 | -401 | -6.47% | 305,000 | Jun 30, 2024 |
| PICTON MAHONEY ASSET MANAGEMENT | 0.00% | 0.00% | 194 | 194 | 100.00% | 11,000 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.23% | 0.00% | 12,762 | - | - | 674,855 | Jun 30, 2024 |
The largest Orange County Bancorp shareholder by % of total assets is BANC FUNDS CO LLC. The company owns 311.59K shares of Orange County Bancorp (OBT), representing 1.95% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 5.81% | 0.00% | 327,314 | 8,956 | 2.81% | 17,308,364 | Jun 30, 2024 |
| HENNESSY ADVISORS INC | 0.62% | 0.07% | 34,809 | 7,809 | 28.92% | 1,840,700 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.10% | 0.00% | 5,815 | 5,815 | 100.00% | 307,497 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.95% | 0.00% | 109,765 | 4,669 | 4.44% | 5,804,976 | Jun 30, 2024 |
| KAHN BROTHERS GROUP INC | 0.07% | 0.04% | 4,000 | 4,000 | 100.00% | 212,000 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.06% | 0.00% | 3,254 | 3,254 | 100.00% | 172,072 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 2,749 | 2,749 | 100.00% | 145,367 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.18% | 0.00% | 9,965 | 2,418 | 32.04% | 526,949 | Jun 30, 2024 |
| VANGUARD GROUP INC | 3.62% | 0.00% | 203,749 | 2,296 | 1.14% | 10,774,247 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.40% | 0.00% | 22,730 | 1,376 | 6.44% | 1,201,962 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.07% | - | 4,138 | 959 | 30.17% | 218,818 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.02% | 0.00% | 1,219 | 744 | 156.63% | 64,461 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.13% | 0.00% | 7,564 | 674 | 9.78% | 399,042 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.25% | 0.00% | 13,922 | 583 | 4.37% | 736,195 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.04% | - | 2,245 | 445 | 24.72% | 118,716 | Jun 30, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | 0.01% | - | 418 | 409 | 4544.44% | 22,103 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.08% | 0.00% | 4,480 | 366 | 8.90% | 237,000 | Jun 30, 2024 |
| METLIFE INVESTMENT MANAGEMENT, LLC | 0.06% | 0.00% | 3,183 | 299 | 10.37% | 168,317 | Jun 30, 2024 |
| PICTON MAHONEY ASSET MANAGEMENT | 0.00% | 0.00% | 194 | 194 | 100.00% | 11,000 | Jun 30, 2024 |
| RHUMBLINE ADVISERS | 0.10% | 0.00% | 5,742 | 155 | 2.77% | 303,631 | Jun 30, 2024 |
As of Jun 30 2024, Orange County Bancorp's largest institutional buyer is BLACKROCK INC.. The company purchased 8.96K stocks of OBT, valued at $17.31M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ADVISOR GROUP HOLDINGS, INC. | 0.00% | - | 3 | -23,597 | -99.99% | 159 | Jun 30, 2024 |
| BANC FUNDS CO LLC | 5.53% | 1.95% | 311,590 | -10,232 | -3.18% | 16,476,879 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.06% | - | 3,589 | -5,810 | -61.82% | 189,786 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 4.70% | 0.00% | 264,755 | -4,391 | -1.63% | 14,000,244 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 2.83% | 0.00% | 159,272 | -4,205 | -2.57% | 8,422,303 | Jun 30, 2024 |
| UBS GROUP AG | 0.05% | - | 2,606 | -3,493 | -57.27% | 137,805 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -2,518 | -100.00% | - | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.73% | 0.00% | 41,158 | -2,162 | -4.99% | 2,176,435,000 | Jun 30, 2024 |
| MORGAN STANLEY | 0.19% | - | 10,657 | -1,853 | -14.81% | 563,572 | Jun 30, 2024 |
| BARCLAYS PLC | 0.05% | - | 2,802 | -1,728 | -38.15% | 148,000 | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.24% | 0.01% | 126,469 | -716 | -0.56% | 6,687,681 | Jun 30, 2024 |
| LAZARD ASSET MANAGEMENT LLC | 0.02% | 0.00% | 1,326 | -674 | -33.70% | 70,000 | Jun 30, 2024 |
| INVESCO LTD. | 0.28% | 0.00% | 16,035 | -411 | -2.50% | 847,931 | Jun 30, 2024 |
| HIGHTOWER ADVISORS, LLC | 0.10% | 0.00% | 5,793 | -401 | -6.47% | 305,000 | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -299 | -100.00% | - | Jun 30, 2024 |
| COOMBE, BENDER & CO LLC | 0.20% | 0.35% | 11,230 | -153 | -1.34% | 593,842 | Jun 30, 2024 |
| FMR LLC | 0.00% | - | 64 | -153 | -70.51% | 3,375 | Jun 30, 2024 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 0.01% | - | 370 | -144 | -28.02% | 19,566 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | 0.03% | - | 1,620 | -100 | -5.81% | 85,666 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.21% | 0.00% | 12,080 | -90 | -0.74% | 638,790 | Jun 30, 2024 |
As of Jun 30 2024, Orange County Bancorp's biggest institutional seller is ADVISOR GROUP HOLDINGS, INC.. The company sold -23.60K shares of OBT, valued at $159.00.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| KAHN BROTHERS GROUP INC | 0.07% | 0.04% | 4,000 | 4,000 | 100.00% | 212,000 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.06% | 0.00% | 3,254 | 3,254 | 100.00% | 172,072 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 2,749 | 2,749 | 100.00% | 145,367 | Jun 30, 2024 |
| PICTON MAHONEY ASSET MANAGEMENT | 0.00% | 0.00% | 194 | 194 | 100.00% | 11,000 | Jun 30, 2024 |
| CWM, LLC | 0.00% | - | 29 | 29 | 100.00% | 2,000 | Jun 30, 2024 |
Orange County Bancorp's largest new institutional shareholder by number of shares is KAHN BROTHERS GROUP INC, purchased 4.00K shares, valued at $212.00K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -2,518 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -299 | -100.00% | - | Jun 30, 2024 |
| GAMMA INVESTING LLC | - | - | - | -6 | -100.00% | - | Jun 30, 2024 |
Orange County Bancorp's largest sold out institutional shareholder by shares sold is AMERICAN INTERNATIONAL GROUP, INC., sold -2.52K shares, valued at -, as of undefined.
Orange County Bancorp Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| JOHN HANCOCK INVESTMENT TRUST II | 0.15% | 65,425 | - | - | Jan 31, 2024 |
| JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | 0.03% | 43,740 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.01% | 3,619 | - | - | Mar 31, 2024 |
| HENNESSY FUNDS TRUST | 0.01% | 11,000 | -1,000 | -8.33% | Jan 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 8,911 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 799 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 12,170 | 380 | 3.22% | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 169,006 | -55,674 | -24.78% | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 13,339 | - | - | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 41,412 | 1,201 | 2.99% | Feb 29, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 422 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 12,584 | 2,039 | 19.34% | Feb 29, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 2,243 | -191 | -7.85% | Mar 31, 2024 |
| Global X Funds | 0.00% | 2,905 | - | - | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 1,908 | -542 | -22.12% | Mar 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 225 | -63 | -21.88% | Mar 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 7,726 | 290 | 3.90% | Feb 29, 2024 |
| RBC FUNDS TRUST | 0.00% | 4,000 | - | - | Mar 28, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 1,900 | - | - | Mar 31, 2024 |
| LAZARD FUNDS INC | 0.00% | 1,149 | -44 | -3.69% | Mar 31, 2024 |
| Janus Detroit Street Trust | 0.00% | 3,469 | 420 | 13.78% | Jan 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 1,396 | - | - | Feb 29, 2024 |
| NORTHERN FUNDS | 0.00% | 2,261 | - | - | Mar 28, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 329 | 36 | 12.29% | Mar 31, 2024 |
| iSHARES TRUST | 0.00% | 191,022 | -11,438 | -5.65% | Mar 31, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 47 | - | - | Dec 31, 2023 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 22,423 | 2,442 | 12.22% | Feb 29, 2024 |
| EQ ADVISORS TRUST | 0.00% | 9,852 | 136 | 1.40% | Mar 31, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 200 | - | - | Mar 28, 2024 |
| VALIC Co I | 0.00% | 1,960 | -8 | -0.41% | Feb 29, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 846 | -3 | -0.35% | Jan 31, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 773 | - | - | Mar 31, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 23 | - | - | Dec 31, 2023 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 3,721 | 286 | 8.33% | Jan 31, 2024 |
| Dimensional ETF Trust | 0.00% | 1,555 | 669 | 75.51% | Jan 31, 2024 |
| ProFunds | 0.00% | 40 | -3 | -6.98% | Mar 31, 2024 |
| WisdomTree Trust | 0.00% | 7,142 | 274 | 3.99% | Mar 31, 2024 |
| PROSHARES TRUST | 0.00% | 749 | 89 | 13.48% | Feb 29, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 629 | 114 | 22.14% | Jan 31, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 3 | - | - | Dec 31, 2023 |
| TIAA-CREF FUNDS | 0.00% | 6,875 | - | - | Jan 31, 2024 |
| Brighthouse Funds Trust II | 0.00% | 1,834 | - | - | Mar 31, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 4,620 | - | - | Mar 31, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 183 | - | - | Feb 29, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 579 | -2 | -0.34% | Jan 31, 2024 |
| Brinker Capital Destinations Trust | 0.00% | 93 | - | - | Feb 29, 2024 |
| FIDELITY SALEM STREET TRUST | 0.00% | 3,803 | -105 | -2.69% | Mar 31, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 1,907 | 55 | 2.97% | Mar 31, 2024 |
| PACIFIC SELECT FUND | 0.00% | 2,328 | -53 | -2.23% | Mar 31, 2024 |
| TRUST FOR PROFESSIONAL MANAGERS | 0.00% | 178 | 178 | - | Feb 29, 2024 |
| Bridge Builder Trust | 0.00% | 2,187 | - | - | Mar 31, 2024 |
| BLACKROCK FUNDS | 0.00% | 1,159 | - | - | Jan 31, 2024 |
| BlackRock Variable Series Funds, Inc. | 0.00% | 601 | - | - | Mar 31, 2024 |
| Advisors' Inner Circle Fund III | 0.00% | 15 | 15 | - | Jan 31, 2024 |
Orange County Bancorp's largest mutual fund holder by % of total assets is "JOHN HANCOCK INVESTMENT TRUST II", owning 65.42K shares, compromising 0.15% of its total assets.
Orange County Bancorp Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 53 | 6.00% |
| 31 Mar, 24 | 50 | -1.96% |
| 31 Dec, 23 | 51 | - |
| 30 Sep, 23 | 51 | 18.60% |
| 30 Jun, 23 | 43 | 19.44% |
| 31 Mar, 23 | 36 | 24.14% |
| 31 Dec, 22 | 29 | 20.83% |
| 30 Sep, 22 | 24 | 14.29% |
| 30 Jun, 22 | 21 | 5.00% |
| 31 Mar, 22 | 20 | 11.11% |
| 31 Dec, 21 | 18 | -21.74% |
| 30 Sep, 21 | 23 | 1050.00% |
| 30 Jun, 21 | 2 | - |
| 31 Mar, 21 | 2 | - |
| 31 Dec, 20 | 2 | - |
| 30 Sep, 20 | 2 | -33.33% |
| 30 Jun, 20 | 3 | - |
| 31 Mar, 20 | 3 | - |
| 31 Dec, 19 | 3 | -25.00% |
| 30 Sep, 19 | 4 | 33.33% |
| 30 Jun, 19 | 3 | 50.00% |
| 31 Mar, 19 | 2 | - |
| 31 Dec, 18 | 2 | - |
| 30 Sep, 18 | 2 | - |
| 30 Jun, 18 | 2 | - |
| 31 Mar, 18 | 2 | - |
| 31 Dec, 17 | 2 | - |
| 30 Sep, 17 | 2 | - |
| 30 Jun, 17 | 2 | - |
| 31 Mar, 17 | 2 | - |
| 31 Dec, 16 | 2 | - |
| 30 Sep, 16 | 2 | - |
| 30 Jun, 16 | 2 | - |
| 31 Mar, 16 | 2 | - |
| 31 Dec, 15 | 2 | - |
| 30 Sep, 15 | 2 | - |
| 30 Jun, 15 | 2 | - |
| 31 Mar, 15 | 2 | - |
| 31 Dec, 14 | 2 | - |
| 30 Sep, 14 | 2 | - |
| 30 Jun, 14 | 2 | 100.00% |
| 31 Mar, 14 | 1 | - |
| 31 Dec, 13 | 1 | - |
| 30 Sep, 13 | 1 | - |
| 30 Jun, 13 | 1 | - |
As of 30 Jun 24, 53 institutions are holding Orange County Bancorp's shares, representing an increase of 6.00% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 1,894,809 | -24.38% |
| 31 Mar, 24 | 2,505,559 | -0.76% |
| 31 Dec, 23 | 2,524,663 | 0.28% |
| 30 Sep, 23 | 2,517,690 | -0.69% |
| 30 Jun, 23 | 2,535,151 | 8.37% |
| 31 Mar, 23 | 2,339,257 | 0.55% |
| 31 Dec, 22 | 2,326,535 | 0.25% |
| 30 Sep, 22 | 2,320,702 | 2.89% |
| 30 Jun, 22 | 2,255,543 | 1.17% |
| 31 Mar, 22 | 2,229,502 | 0.52% |
| 31 Dec, 21 | 2,217,998 | -1.13% |
| 30 Sep, 21 | 2,243,289 | 156.58% |
| 30 Jun, 21 | 874,305 | 0.47% |
| 31 Mar, 21 | 870,258 | 3.56% |
| 31 Dec, 20 | 840,312 | 6.45% |
| 30 Sep, 20 | 789,414 | -4.81% |
| 30 Jun, 20 | 829,314 | -3.19% |
| 31 Mar, 20 | 856,624 | -18.43% |
| 31 Dec, 19 | 1,050,175 | 1.01% |
| 30 Sep, 19 | 1,039,641 | 1.05% |
| 30 Jun, 19 | 1,028,841 | -0.83% |
| 31 Mar, 19 | 1,037,441 | -3.45% |
| 31 Dec, 18 | 1,074,523 | -3.01% |
| 30 Sep, 18 | 1,107,853 | 0.73% |
| 30 Jun, 18 | 1,099,802 | 0.06% |
| 31 Mar, 18 | 1,099,102 | 78.54% |
| 31 Dec, 17 | 615,597 | -0.24% |
| 30 Sep, 17 | 617,099 | - |
| 30 Jun, 17 | 617,099 | 0.85% |
| 31 Mar, 17 | 611,923 | 1.67% |
| 31 Dec, 16 | 601,901 | 2.30% |
| 30 Sep, 16 | 588,351 | 1.71% |
| 30 Jun, 16 | 578,466 | -0.54% |
| 31 Mar, 16 | 581,616 | - |
| 31 Dec, 15 | 581,616 | -0.48% |
| 30 Sep, 15 | 584,416 | -1.13% |
| 30 Jun, 15 | 591,116 | 18.38% |
| 31 Mar, 15 | 499,337 | 188.21% |
| 31 Dec, 14 | 173,256 | 1.09% |
| 30 Sep, 14 | 171,386 | 5.67% |
| 30 Jun, 14 | 162,186 | 52.25% |
| 31 Mar, 14 | 106,525 | -4.66% |
| 31 Dec, 13 | 111,734 | - |
| 30 Sep, 13 | 111,734 | 7.10% |
| 30 Jun, 13 | 104,330 | - |
Orange County Bancorp (OBT) has 1.89M shares outstanding as of 30 Jun 24, down -24.38% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 33.63% | 1.70% |
| 31 Mar, 24 | 44.51% | 2.21% |
| 31 Dec, 23 | 44.86% | 2.24% |
| 30 Sep, 23 | 44.73% | 2.20% |
| 30 Jun, 23 | 45.06% | 2.61% |
| 31 Mar, 23 | 41.58% | 2.43% |
| 31 Dec, 22 | 41.35% | 2.43% |
| 30 Sep, 22 | 41.27% | 2.56% |
| 30 Jun, 22 | 40.15% | 2.56% |
| 31 Mar, 22 | 39.57% | 1.99% |
| 31 Dec, 21 | 44.64% | 2.44% |
| 30 Sep, 21 | 42.73% | 11.26% |
| 30 Jun, 21 | 19.48% | 5.17% |
| 31 Mar, 21 | 19.41% | 5.53% |
| 31 Dec, 20 | 18.74% | 6.11% |
| 30 Sep, 20 | 17.51% | 5.13% |
| 30 Jun, 20 | 18.49% | 5.07% |
| 31 Mar, 20 | 19.09% | 3.48% |
| 31 Dec, 19 | 23.42% | 4.35% |
| 30 Sep, 19 | 23.20% | 4.41% |
| 30 Jun, 19 | 22.94% | 4.32% |
| 31 Mar, 19 | 23.05% | 4.04% |
| 31 Dec, 18 | 23.87% | 3.02% |
| 30 Sep, 18 | 28.11% | 3.57% |
| 30 Jun, 18 | 28.06% | 4.68% |
| 31 Mar, 18 | 24.49% | 9.90% |
| 31 Dec, 17 | 15.73% | 6.33% |
| 30 Sep, 17 | 15.77% | 6.34% |
| 30 Jun, 17 | 15.77% | 6.45% |
| 31 Mar, 17 | 15.64% | 6.61% |
| 31 Dec, 16 | 15.38% | 6.80% |
| 30 Sep, 16 | 15.04% | 6.88% |
| 30 Jun, 16 | 14.78% | 6.69% |
| 31 Mar, 16 | 14.86% | 6.73% |
| 31 Dec, 15 | 14.86% | 6.67% |
| 30 Sep, 15 | 14.93% | 6.55% |
| 30 Jun, 15 | 15.10% | 9.28% |
| 31 Mar, 15 | 12.76% | 65.11% |
| 31 Dec, 14 | 4.43% | 23.09% |
| 30 Sep, 14 | 4.38% | 25.50% |
| 30 Jun, 14 | 4.14% | 55.94% |
| 31 Mar, 14 | 2.72% | 33.40% |
| 31 Dec, 13 | 2.85% | 8.76% |
| 30 Sep, 13 | 5.71% | 80.36% |
| 30 Jun, 13 | 2.67% | - |
As of 30 Jun 24, Orange County Bancorp is held by 33.63% institutional shareholders, representing a 1.70% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 26 | 44.44% |
| 31 Mar, 24 | 18 | -33.33% |
| 31 Dec, 23 | 27 | 17.39% |
| 30 Sep, 23 | 23 | -23.33% |
| 30 Jun, 23 | 30 | 15.38% |
| 31 Mar, 23 | 26 | 85.71% |
| 31 Dec, 22 | 14 | 55.56% |
| 30 Sep, 22 | 9 | 12.50% |
| 30 Jun, 22 | 8 | -11.11% |
| 31 Mar, 22 | 9 | -25.00% |
| 31 Dec, 21 | 12 | -45.45% |
| 30 Sep, 21 | 22 | 1000.00% |
| 30 Jun, 21 | 2 | 100.00% |
| 31 Mar, 21 | 1 | - |
| 31 Dec, 20 | 1 | - |
| 30 Sep, 20 | - | - |
| 30 Jun, 20 | - | -100.00% |
| 31 Mar, 20 | 1 | -50.00% |
| 31 Dec, 19 | 2 | 100.00% |
| 30 Sep, 19 | 1 | -50.00% |
| 30 Jun, 19 | 2 | - |
| 31 Mar, 19 | - | -100.00% |
| 31 Dec, 18 | 1 | - |
| 30 Sep, 18 | 1 | - |
| 30 Jun, 18 | 1 | -50.00% |
| 31 Mar, 18 | 2 | 100.00% |
| 31 Dec, 17 | 1 | - |
| 30 Sep, 17 | - | -100.00% |
| 30 Jun, 17 | 2 | - |
| 31 Mar, 17 | 2 | - |
| 31 Dec, 16 | 2 | 100.00% |
| 30 Sep, 16 | 1 | - |
| 30 Jun, 16 | - | - |
| 31 Mar, 16 | - | - |
| 31 Dec, 15 | - | - |
| 30 Sep, 15 | - | -100.00% |
| 30 Jun, 15 | 1 | -50.00% |
| 31 Mar, 15 | 2 | 100.00% |
| 31 Dec, 14 | 1 | -50.00% |
| 30 Sep, 14 | 2 | 100.00% |
| 30 Jun, 14 | 1 | - |
| 31 Mar, 14 | - | - |
| 31 Dec, 13 | - | -100.00% |
| 30 Sep, 13 | 1 | - |
| 30 Jun, 13 | 1 | - |
26 institutional shareholders have increased their position in OBT stock as of 30 Jun 24 compared to 18 in the previous quarter (a 44.44% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 18 | -18.18% |
| 31 Mar, 24 | 22 | 69.23% |
| 31 Dec, 23 | 13 | -13.33% |
| 30 Sep, 23 | 15 | 66.67% |
| 30 Jun, 23 | 9 | 125.00% |
| 31 Mar, 23 | 4 | -20.00% |
| 31 Dec, 22 | 5 | - |
| 30 Sep, 22 | 5 | -16.67% |
| 30 Jun, 22 | 6 | 20.00% |
| 31 Mar, 22 | 5 | 66.67% |
| 31 Dec, 21 | 3 | 200.00% |
| 30 Sep, 21 | 1 | - |
| 30 Jun, 21 | - | -100.00% |
| 31 Mar, 21 | 1 | - |
| 31 Dec, 20 | 1 | -50.00% |
| 30 Sep, 20 | 2 | - |
| 30 Jun, 20 | 2 | 100.00% |
| 31 Mar, 20 | 1 | - |
| 31 Dec, 19 | - | - |
| 30 Sep, 19 | - | -100.00% |
| 30 Jun, 19 | 1 | -50.00% |
| 31 Mar, 19 | 2 | 100.00% |
| 31 Dec, 18 | 1 | - |
| 30 Sep, 18 | 1 | - |
| 30 Jun, 18 | - | - |
| 31 Mar, 18 | - | -100.00% |
| 31 Dec, 17 | 1 | - |
| 30 Sep, 17 | - | - |
| 30 Jun, 17 | - | - |
| 31 Mar, 17 | - | - |
| 31 Dec, 16 | - | - |
| 30 Sep, 16 | - | -100.00% |
| 30 Jun, 16 | 1 | - |
| 31 Mar, 16 | - | -100.00% |
| 31 Dec, 15 | 1 | -50.00% |
| 30 Sep, 15 | 2 | - |
| 30 Jun, 15 | - | - |
| 31 Mar, 15 | - | -100.00% |
| 31 Dec, 14 | 1 | - |
| 30 Sep, 14 | - | -100.00% |
| 30 Jun, 14 | 1 | - |
| 31 Mar, 14 | 1 | - |
| 31 Dec, 13 | - | - |
| 30 Sep, 13 | - | - |
| 30 Jun, 13 | - | - |
18 institutional shareholders have reduced their position in OBT stock as of 30 Jun 24 compared to 22 in the previous quarter (a -18.18% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 53 | 6.00% | 1,894,809 | -24.38% | 33.63% | 1.70% | 26 | 44.44% | 18 | -18.18% |
| 31 Mar, 24 | 50 | -1.96% | 2,505,559 | -0.76% | 44.51% | 2.21% | 18 | -33.33% | 22 | 69.23% |
| 31 Dec, 23 | 51 | - | 2,524,663 | 0.28% | 44.86% | 2.24% | 27 | 17.39% | 13 | -13.33% |
| 30 Sep, 23 | 51 | 18.60% | 2,517,690 | -0.69% | 44.73% | 2.20% | 23 | -23.33% | 15 | 66.67% |
| 30 Jun, 23 | 43 | 19.44% | 2,535,151 | 8.37% | 45.06% | 2.61% | 30 | 15.38% | 9 | 125.00% |
| 31 Mar, 23 | 36 | 24.14% | 2,339,257 | 0.55% | 41.58% | 2.43% | 26 | 85.71% | 4 | -20.00% |
| 31 Dec, 22 | 29 | 20.83% | 2,326,535 | 0.25% | 41.35% | 2.43% | 14 | 55.56% | 5 | - |
| 30 Sep, 22 | 24 | 14.29% | 2,320,702 | 2.89% | 41.27% | 2.56% | 9 | 12.50% | 5 | -16.67% |
| 30 Jun, 22 | 21 | 5.00% | 2,255,543 | 1.17% | 40.15% | 2.56% | 8 | -11.11% | 6 | 20.00% |
| 31 Mar, 22 | 20 | 11.11% | 2,229,502 | 0.52% | 39.57% | 1.99% | 9 | -25.00% | 5 | 66.67% |
| 31 Dec, 21 | 18 | -21.74% | 2,217,998 | -1.13% | 44.64% | 2.44% | 12 | -45.45% | 3 | 200.00% |
| 30 Sep, 21 | 23 | 1050.00% | 2,243,289 | 156.58% | 42.73% | 11.26% | 22 | 1000.00% | 1 | - |
| 30 Jun, 21 | 2 | - | 874,305 | 0.47% | 19.48% | 5.17% | 2 | 100.00% | - | -100.00% |
| 31 Mar, 21 | 2 | - | 870,258 | 3.56% | 19.41% | 5.53% | 1 | - | 1 | - |
| 31 Dec, 20 | 2 | - | 840,312 | 6.45% | 18.74% | 6.11% | 1 | - | 1 | -50.00% |
| 30 Sep, 20 | 2 | -33.33% | 789,414 | -4.81% | 17.51% | 5.13% | - | - | 2 | - |
| 30 Jun, 20 | 3 | - | 829,314 | -3.19% | 18.49% | 5.07% | - | -100.00% | 2 | 100.00% |
| 31 Mar, 20 | 3 | - | 856,624 | -18.43% | 19.09% | 3.48% | 1 | -50.00% | 1 | - |
| 31 Dec, 19 | 3 | -25.00% | 1,050,175 | 1.01% | 23.42% | 4.35% | 2 | 100.00% | - | - |
| 30 Sep, 19 | 4 | 33.33% | 1,039,641 | 1.05% | 23.20% | 4.41% | 1 | -50.00% | - | -100.00% |
| 30 Jun, 19 | 3 | 50.00% | 1,028,841 | -0.83% | 22.94% | 4.32% | 2 | - | 1 | -50.00% |
| 31 Mar, 19 | 2 | - | 1,037,441 | -3.45% | 23.05% | 4.04% | - | -100.00% | 2 | 100.00% |
| 31 Dec, 18 | 2 | - | 1,074,523 | -3.01% | 23.87% | 3.02% | 1 | - | 1 | - |
| 30 Sep, 18 | 2 | - | 1,107,853 | 0.73% | 28.11% | 3.57% | 1 | - | 1 | - |
| 30 Jun, 18 | 2 | - | 1,099,802 | 0.06% | 28.06% | 4.68% | 1 | -50.00% | - | - |
| 31 Mar, 18 | 2 | - | 1,099,102 | 78.54% | 24.49% | 9.90% | 2 | 100.00% | - | -100.00% |
| 31 Dec, 17 | 2 | - | 615,597 | -0.24% | 15.73% | 6.33% | 1 | - | 1 | - |
| 30 Sep, 17 | 2 | - | 617,099 | - | 15.77% | 6.34% | - | -100.00% | - | - |
| 30 Jun, 17 | 2 | - | 617,099 | 0.85% | 15.77% | 6.45% | 2 | - | - | - |
| 31 Mar, 17 | 2 | - | 611,923 | 1.67% | 15.64% | 6.61% | 2 | - | - | - |
| 31 Dec, 16 | 2 | - | 601,901 | 2.30% | 15.38% | 6.80% | 2 | 100.00% | - | - |
| 30 Sep, 16 | 2 | - | 588,351 | 1.71% | 15.04% | 6.88% | 1 | - | - | -100.00% |
| 30 Jun, 16 | 2 | - | 578,466 | -0.54% | 14.78% | 6.69% | - | - | 1 | - |
| 31 Mar, 16 | 2 | - | 581,616 | - | 14.86% | 6.73% | - | - | - | -100.00% |
| 31 Dec, 15 | 2 | - | 581,616 | -0.48% | 14.86% | 6.67% | - | - | 1 | -50.00% |
| 30 Sep, 15 | 2 | - | 584,416 | -1.13% | 14.93% | 6.55% | - | -100.00% | 2 | - |
| 30 Jun, 15 | 2 | - | 591,116 | 18.38% | 15.10% | 9.28% | 1 | -50.00% | - | - |
| 31 Mar, 15 | 2 | - | 499,337 | 188.21% | 12.76% | 65.11% | 2 | 100.00% | - | -100.00% |
| 31 Dec, 14 | 2 | - | 173,256 | 1.09% | 4.43% | 23.09% | 1 | -50.00% | 1 | - |
| 30 Sep, 14 | 2 | - | 171,386 | 5.67% | 4.38% | 25.50% | 2 | 100.00% | - | -100.00% |
| 30 Jun, 14 | 2 | 100.00% | 162,186 | 52.25% | 4.14% | 55.94% | 1 | - | 1 | - |
| 31 Mar, 14 | 1 | - | 106,525 | -4.66% | 2.72% | 33.40% | - | - | 1 | - |
| 31 Dec, 13 | 1 | - | 111,734 | - | 2.85% | 8.76% | - | -100.00% | - | - |
| 30 Sep, 13 | 1 | - | 111,734 | 7.10% | 5.71% | 80.36% | 1 | - | - | - |
| 30 Jun, 13 | 1 | - | 104,330 | - | 2.67% | - | 1 | - | - | - |
Orange County Bancorp Insider Shareholders Trades
Open Market Insider Trades
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 Orange County Bancorp's stock was made by Dineen David P on May 30 2024, selling 120 shares at $49.10 per share (valued at $5.89K).
Orange County Bancorp Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 5 | - | - |
| Q2 2024 | 13 | 9 | 144.44% |
| Q1 2024 | 34 | 15 | 226.67% |
| Q4 2023 | 16 | 11 | 145.45% |
| Q3 2023 | 27 | 13 | 207.69% |
| Q2 2023 | 20 | 1 | 2000.00% |
| Q1 2023 | 28 | 7 | 400.00% |
| Q4 2022 | 28 | 9 | 311.11% |
| Q3 2022 | 9 | 2 | 450.00% |
| Q2 2022 | 25 | 4 | 625.00% |
| Q1 2022 | 24 | 10 | 240.00% |
| Q4 2021 | 13 | 5 | 260.00% |
| Q3 2021 | 43 | 26 | 165.38% |
5 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Orange County Bancorp's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | - | - |
| Q2 2024 | - | 8 | - |
| Q1 2024 | - | - | - |
| Q4 2023 | - | 8 | - |
| Q3 2023 | 2 | 6 | 33.33% |
| Q2 2023 | 3 | - | - |
| Q1 2023 | - | - | - |
| Q4 2022 | 2 | 8 | 25.00% |
| Q3 2022 | 1 | - | - |
| Q2 2022 | 3 | 1 | 300.00% |
| Q1 2022 | 1 | - | - |
| Q4 2021 | - | - | - |
| Q3 2021 | 20 | - | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Orange County Bancorp's stocks.
OBT Ownership FAQ
Who Owns Orange County Bancorp?
Orange County Bancorp is owned by institutional shareholders (33.63%), insiders (19.82%), and public (46.55%). The largest institutional shareholder of Orange County Bancorp is BLACKROCK INC. (5.81% of total shares) and the top mutual fund owner is JOHN HANCOCK INVESTMENT TRUST II (0.15% of total shares).
Who are the major institutional shareholders of Orange County Bancorp?
Orange County Bancorp's major institutional shareholders are BLACKROCK INC., BANC FUNDS CO LLC, WELLINGTON MANAGEMENT GROUP LLP, VANGUARD GROUP INC, and ALLIANCEBERNSTEIN L.P.. The top five shareholders own together 22.48% of the company's share outstanding.
How many Orange County Bancorp shareholders are there?
As of Jun 2024, there are 53 institutional shareholders of Orange County Bancorp.
What percentage of Orange County Bancorp is owned by BLACKROCK INC?
BLACKROCK INC owns 327.31K shares of Orange County Bancorp, representing 5.81% of the company's total shares outstanding, valued at $17.31M (as of Jun 2024).
What percentage of Orange County Bancorp is owned by BANC FUNDS CO LLC?
As of Jun 2024, BANC FUNDS CO LLC holds 311.59K shares of Orange County Bancorp (OBT), compromising 5.53% of the company, valued at $16.48M.
What percentage of Orange County Bancorp is owned by WELLINGTON MANAGEMENT GROUP LLP?
WELLINGTON MANAGEMENT GROUP LLP is the third largest holder of Orange County Bancorp. The company owns 264.76K of the company's shares outstanding (worth $14M).