MVB Financial Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2024 | 1.27 M | $24.63 M | -0.55% | 9.84% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 880,398 | $17.04 M | 100.00% | 6.81% |
| TIMESSQUARE CAPITAL MANAGEMENT, LLC | 11/04/2024 | 774,589 | $15.00 M | -9.86% | 5.99% |
| VANGUARD GROUP INC | 11/13/2024 | 608,581 | $11.78 M | 5.29% | 4.71% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 367,998 | $7.12 M | 7.09% | 2.85% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 265,272 | $5.14 M | 2.32% | 2.05% |
| STATE STREET CORP | 11/14/2024 | 225,727 | $4.37 M | 2.86% | 1.75% |
| ENDEAVOUR CAPITAL ADVISORS INC | 11/14/2024 | 188,019 | $3.64 M | 0.00% | 1.45% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 184,554 | $3.57 M | 2.58% | 1.43% |
| BANC FUNDS CO LLC | 11/14/2024 | 109,189 | $2.11 M | 0.00% | 0.84% |
| MORGAN STANLEY | 11/14/2024 | 101,193 | $1.96 M | 12.95% | 0.78% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 97,988 | $1.90 M | 3.79% | 0.76% |
| PURE FINANCIAL ADVISORS, LLC | 10/29/2024 | 84,824 | $1.64 M | 0.00% | 0.66% |
| KESTRA ADVISORY SERVICES, LLC | 11/13/2024 | 75,000 | $1.45 M | 0.00% | 0.58% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 63,144 | $1.22 M | -10.42% | 0.49% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 52,581 | $1.02 M | -9.67% | 0.41% |
| CITADEL ADVISORS LLC | 11/14/2024 | 47,126 | $912,359 | 124.20% | 0.36% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 47,050 | $910,888 | 0.00% | 0.36% |
| JPMORGAN CHASE & CO | 12/26/2024 | 45,926 | $889,127 | 30.19% | 0.36% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 45,892 | $888,469 | 49.83% | 0.36% |
| INSPIRE INVESTING, LLC | 10/10/2024 | 39,855 | $771,593 | 100.00% | 0.31% |
| HOGE FINANCIAL SERVICES, LLC | 11/12/2024 | 34,660 | $671,009 | -1.92% | 0.27% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 32,148 | $622,385 | 0.00% | 0.25% |
| CERITY PARTNERS LLC | 11/12/2024 | 31,582 | $611,428 | 0.96% | 0.24% |
| FIRST MANHATTAN CO. LLC. | 11/14/2024 | 28,500 | $551,760 | 29.55% | 0.22% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 27,881 | $539,775 | -65.20% | 0.22% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 26,231 | $508,000 | 1.42% | 0.20% |
| MCKINLEY CARTER WEALTH SERVICES, INC. | 10/16/2024 | 25,876 | $500,960 | 0.00% | 0.20% |
| BARCLAYS PLC | 11/19/2024 | 24,436 | $474,000 | 99.54% | 0.19% |
| SIPPICAN CAPITAL ADVISORS | 10/28/2024 | 23,820 | $461,155 | 11.41% | 0.18% |
| SQUAREPOINT OPS LLC | 11/14/2024 | 21,210 | $410,626 | 26.64% | 0.16% |
| ACADIAN ASSET MANAGEMENT LLC | 11/12/2024 | 19,839 | $383,000 | 103.19% | 0.15% |
| MARTINGALE ASSET MANAGEMENT L P | 11/14/2024 | 19,447 | $376,494 | 100.00% | 0.15% |
| ASSENAGON ASSET MANAGEMENT S.A. | 10/23/2024 | 19,258 | $372,835 | 19.02% | 0.15% |
| CRESSET ASSET MANAGEMENT, LLC | 11/14/2024 | 18,633 | $360,741 | -12.23% | 0.14% |
| RHUMBLINE ADVISERS | 11/12/2024 | 18,177 | $351,899 | 1.62% | 0.14% |
| INVESCO LTD. | 11/12/2024 | 17,074 | $330,552 | -61.34% | 0.13% |
| STATE OF WISCONSIN INVESTMENT BOARD | 11/14/2024 | 16,400 | $317,504 | -6.82% | 0.13% |
| FIRST NATIONAL TRUST CO | 11/05/2024 | 15,683 | $303,622 | 0.00% | 0.12% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 15,198 | $294,233 | 100.00% | 0.12% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 14,929 | $289,026 | 44.06% | 0.12% |
| STATE OF TENNESSEE, TREASURY DEPARTMENT | 11/14/2024 | 14,335 | $277,526 | 0.00% | 0.11% |
| NATIXIS ADVISORS, L.P. | 11/06/2024 | 12,500 | $242,000 | 100.00% | 0.10% |
| EMPOWERED FUNDS, LLC | 11/06/2024 | 12,354 | $239,173 | 4.54% | 0.10% |
| TWO SIGMA ADVISERS, LP | 11/14/2024 | 12,100 | $234,256 | -5.47% | 0.09% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 11,127 | $215,419 | 100.00% | 0.09% |
| JANE STREET GROUP, LLC | 11/15/2024 | 10,518 | $203,628 | -4.46% | 0.08% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/08/2024 | 10,000 | $193,600 | -1.01% | 0.08% |
| ROYAL BANK OF CANADA | 11/14/2024 | 8,335 | $161,000 | -0.76% | 0.06% |
| CANTON HATHAWAY, LLC | 11/13/2024 | 7,574 | $147,000 | 0.00% | 0.06% |
MVB Financial Corp.institutional Ownership - FAQ's
During the previous two years, 86 institutional investors and hedge funds held shares of MVB Financial Corp.. The most heavily invested institutionals were:
WELLINGTON MANAGEMENT GROUP LLP: 1.27 M
BlackRock Funding, Inc. /DE: 880,398
TimesSquare Capital Management, LLC: 774,589
VANGUARD GROUP INC: 608,581
DIMENSIONAL FUND ADVISORS LP: 367,998
GEODE CAPITAL MANAGEMENT, LLC: 265,272
49.20% of MVB Financial Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 7.13 M shares in the last 24 months. This purchase volume represents approximately $138.18 M in transactions.