Institutional Ownership Sierra Bancorp (BSRR)
This table provides information about the institutional ownership of Sierra Bancorp (BSRR). We have compiled data on the 115 institutions that hold shares in the stock, with a total of 7.63 Million shares, which have been reported (via 13F filing form) to have a value of $216 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
61
shares
|
$1,722
0.0% of portfolio
|
Q4 2024
Added 27.08%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
54
shares
|
$1,524
0.0% of portfolio
|
Q4 2024
Added 17.39%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
46
shares
|
$1,298
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
36
shares
|
$1,016
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
28
shares
|
$790
0.0% of portfolio
|
Q2 2023
Added 154.55%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
28
shares
|
$790
0.0% of portfolio
|
Q4 2024
Reduced 99.47%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
25
shares
|
$705
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
23
shares
|
$649
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
17
shares
|
$479
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
10
shares
|
$282
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
3
shares
|
$84
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
1
shares
|
$28
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1
shares
|
$28
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
1
shares
|
$28
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|