Latest Institutional Transactions on John Marshall Bancorp, Inc. (JMSB)
This table provides information on the latest institutional transactions involving John Marshall Bancorp, Inc. (JMSB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-169- 2.28% |
$2.4K - $3.18K
|
7.25K
$143K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-7.05K- 6.11% |
$100K - $133K
|
108K
$2.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Elizabeth Park Capital Advisors, Ltd.
Pepper Pike, OH |
SELL
|
- |
-34K- 24.4% |
$482K - $641K
|
105K
$2.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-5.84K- 17.1% |
$82.8K - $110K
|
28.3K
$559K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
109+ 10.32% |
$1.55K - $2.05K
|
1.17K
$23K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.69K- 34.33% |
$52.3K - $69.5K
|
7.05K
$139K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
4New |
$56.8 - $75.4
|
4
$79
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1- 50.0% |
$14.2 - $18.8
|
1
$19.7
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3.38KNew |
$47.9K - $63.6K
|
3.38K
$66.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
164+ 230.99% |
$2.33K - $3.09K
|
235
$4.64K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
3+ 2.5% |
$42.6 - $56.5
|
123
$2.43K
|
|
| Q1 2025 | |||||||
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.69K- 4.66% |
$28K - $34K
|
34.6K
$684K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.5KNew |
$235K - $325K
|
12.5K
$247K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
5.21KNew |
$97.9K - $135K
|
5.21K
$103K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-4.8K- 7.69% |
$90.3K - $125K
|
57.6K
$1.14M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-9.5K- 35.06% |
$156K - $191K
|
17.6K
$347K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.35K- 9.24% |
$54.9K - $67.2K
|
32.9K
$649K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
26New |
$426 - $522
|
26
$513
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
40New |
$656 - $803
|
40
$790
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
8.5KNew |
$139K - $171K
|
8.5K
$168K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
9.2K+ 1.09% |
$143K - $163K
|
857K
$16.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.1K- 12.97% |
$32.6K - $37.3K
|
14.1K
$278K
|
|
| Q1 2024 | |||||||
|
Oct 08, 2025
Q1 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
4+ 0.09% |
$68.5 - $91.6
|
4.67K
$92.2K
|
|
|
May 13, 2024
Q1 2024
|
Strs Ohio
|
SELL
|
- |
-100- 5.88% |
$1.71K - $2.29K
|
1.6K
$31.6K
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.19K+ 3.61% |
$20.3K - $27.2K
|
34.1K
$674K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-53- 0.86% |
$907 - $1.21K
|
6.14K
$121K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
34KNew |
$582K - $778K
|
34K
$671K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1New |
$17.1 - $22.9
|
1
$19.7
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-675- 63.08% |
$11.6K - $15.5K
|
395
$7.8K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
405+ 47.37% |
$6.34K - $9.92K
|
1.26K
$24.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
16New |
$250 - $392
|
16
$316
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.84KNew |
$154K - $241K
|
9.84K
$194K
|
|
| Q3 2023 | |||||||
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.1KNew |
$277K - $336K
|
16.1K
$317K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
285+ 0.93% |
$4.63K - $6.48K
|
31.1K
$613K
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-5.72K- 31.31% |
$92.8K - $130K
|
12.5K
$248K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
3.38KNew |
$54.8K - $76.7K
|
3.38K
$66.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
58.1KNew |
$943K - $1.32M
|
58.1K
$1.15M
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.28K+ 7.21% |
$45.6K - $63.3K
|
34K
$671K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
40.6KNew |
$810K - $1.12M
|
40.6K
$801K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
100New |
$2K - $2.77K
|
100
$1.97K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
58New |
$1.16K - $1.61K
|
58
$1.14K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-155- 1.32% |
$3.09K - $4.29K
|
11.6K
$229K
|
|
|
Apr 19, 2023
Q1 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-87- 10.19% |
$1.74K - $2.41K
|
767
$15.1K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
844New |
$16.8K - $23.4K
|
844
$16.7K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
9.04KNew |
$225K - $268K
|
9.04K
$178K
|
|
|
Jan 20, 2023
Q4 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
8.06KNew |
$200K - $239K
|
8.06K
$159K
|
|
|
Jan 18, 2023
Q4 2022
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
9.4KNew |
$234K - $279K
|
9.4K
$186K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.39KNew |
$34.5K - $41.2K
|
1.39K
$27.4K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-3.12K- 8.94% |
$69.2K - $87.3K
|
31.8K
$627K
|
|