Salisbury Bancorp Inc

Q1 2023 vs Q2 2023

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Vanguard Group Inc

DECREASED

Shares236,314 from 237,291

Change-977 (0%)

Value$5.6M (-$120.4K)

Filed 2023-08-14

FJ Capital Management LLC

DECREASED

Shares226,716 from 354,134

Change-127,418 (-36%)

Value$5.4M (-$3.2M)

Filed 2023-08-11

Alliancebernstein L.P.

UNCHANGED

Shares195,058 from 195,058

Change0 (0%)

Value$4.6M (-$80.0K)

Filed 2023-08-15

Boothbay Fund Management, LLC

INCREASED

Shares170,765 from 148,513

Change+22,252 (+15%)

Value$4.0M (+$466.3K)

Filed 2023-08-14

Dimensional Fund Advisors LP

DECREASED

Shares83,209 from 84,001

Change-792 (-1%)

Value$2.0M (-$53.2K)

Filed 2023-08-09

BlackRock Inc.

INCREASED

Shares66,073 from 61,671

Change+4,402 (+7%)

Value$1.6M (+$79.0K)

Filed 2023-08-11

Yakira Capital Management, Inc.

NEW

Shares60,558

Change+60,558

Value$1.4M

Filed 2023-08-11

Geode Capital Management, LLC

INCREASED

Shares51,346 from 49,080

Change+2,266 (+5%)

Value$1.2M (+$33.6K)

Filed 2023-08-11

Susquehanna International Group, LLP

INCREASED

Shares41,669 from 33,211

Change+8,458 (+25%)

Value$987.1K (+$186.8K)

Filed 2023-08-11

Stifel Financial Corp

INCREASED

Shares27,477 from 27,242

Change+235 (+1%)

Value$650.9K (-$5.6K)

Filed 2023-08-14

HighTower Advisors, LLC

INCREASED

Shares27,296 from 10,171

Change+17,125 (+168%)

Value$647.0K (+$401.0K)

Filed 2023-08-14

Bank of New York Mellon Corp

DECREASED

Shares26,387 from 27,129

Change-742 (-3%)

Value$625.1K (-$28.7K)

Filed 2023-08-03

State Street Corp

DECREASED

Shares24,784 from 27,386

Change-2,602 (-9%)

Value$587.1K (-$72.9K)

Filed 2023-08-14

Banc Funds Co LLC

DECREASED

Shares22,793 from 27,366

Change-4,573 (-17%)

Value$540 (-$120)

Filed 2023-08-11

Morgan Stanley

DECREASED

Shares22,425 from 23,169

Change-744 (-3%)

Value$531.2K (-$27.1K)

Filed 2023-08-14

Ergoteles LLC

INCREASED

Shares19,900 from 16,788

Change+3,112 (+19%)

Value$471.4K (+$66.8K)

Filed 2023-08-14

Oppenheimer & Close, LLC

UNCHANGED

Shares16,494 from 16,494

Change0 (0%)

Value$390.7K (-$6.8K)

Filed 2023-07-24

Commonwealth Equity Services, LLC

DECREASED

Shares13,042 from 13,081

Change-39 (0%)

Value$309 (-$6)

Filed 2023-08-10

LSV Asset Management

UNCHANGED

Shares12,262 from 12,262

Change0 (0%)

Value$290 (-$6)

Filed 2023-08-02

Neuberger Berman Group LLC

UNCHANGED

Shares12,200 from 12,200

Change0 (0%)

Value$289.0K (-$5.0K)

Filed 2023-08-11

Gardner Lewis Asset Management L P

NEW

Shares12,107

Change+12,107

Value$286.8K

Filed 2023-11-08

Bank of America Corp

UNCHANGED

Shares11,190 from 11,190

Change0 (0%)

Value$265.1K (-$4.6K)

Filed 2023-08-14

Chicago Capital Management, LLC

UNCHANGED

Shares10,641 from 10,641

Change0 (0%)

Value$252.1K (-$4.4K)

Filed 2023-08-14

Mutual Advisors, LLC

UNCHANGED

Shares9,956 from 9,956

Change0 (0%)

Value$235.9K (-$4.1K)

Filed 2023-07-31

Northern Trust Corp

DECREASED

Shares9,631 from 9,664

Change-33 (0%)

Value$228.2K (-$4.7K)

Filed 2023-08-11

Barclays PLC

UNCHANGED

Shares9,129 from 9,129

Change0 (0%)

Value$216 (-$219.8K)

Filed 2023-09-20

Douglass Winthrop Advisors, LLC

UNCHANGED

Shares8,628 from 8,628

Change0 (0%)

Value$204.4K (+$204.2K)

Filed 2023-08-14

Focused Wealth Management, Inc

UNCHANGED

Shares6,464 from 6,464

Change0 (0%)

Value$153.1K (-$2.7K)

Filed 2023-08-08

Plante Moran Financial Advisors, LLC

UNCHANGED

Shares4,016 from 4,016

Change0 (0%)

Value$95.1K (-$1.6K)

Filed 2023-08-07

Royal Bank of Canada

INCREASED

Shares3,081 from 3,033

Change+48 (+2%)

Value$73.0K ($0)

Filed 2023-08-14

Resources Management Corp

INCREASED

Shares2,300 from 619

Change+1,681 (+272%)

Value$54 (+$43)

Filed 2023-08-16

Magnolia Capital Management LTD

UNCHANGED

Shares2,138 from 2,138

Change0 (0%)

Value$51 (-$1)

Filed 2023-08-03

Asset Dedication, LLC

UNCHANGED

Shares1,598 from 1,598

Change0 (0%)

Value$38 ($0)

Filed 2023-08-22

Longfellow Investment Management Co LLC

UNCHANGED

Shares1,151 from 1,151

Change0 (0%)

Value$27.3K (-$472)

Filed 2023-08-04

Wells Fargo & Company

INCREASED

Shares759 from 757

Change+2 (+0%)

Value$18.0K (-$282)

Filed 2023-08-15

Tower Research Capital LLC (TRC)

DECREASED

Shares537 from 572

Change-35 (-6%)

Value$12.7K (+$12.7K)

Filed 2023-08-14

Caldwell Trust Co

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$11.8K (-$205)

Filed 2025-10-01

Rhumbline Advisers

NEW

Shares300

Change+300

Value$7.1K

Filed 2023-08-08

JPMorgan Chase & Co

UNCHANGED

Shares26 from 26

Change0 (0%)

Value$616 (-$384)

Filed 2023-08-11

UBS Group AG

DECREASED

Shares4 from 3,590

Change-3,586 (-100%)

Value$95 (-$86.4K)

Filed 2023-08-11

Trium Capital LLP

CLOSED

Shares0 from 28,059

Change-28,059 (-100%)

Value$0 (-$676)

Filed 2023-08-11

Jane Street Group, LLC

CLOSED

Shares0 from 10,051

Change-10,051 (-100%)

Value$0 (-$242.2K)

Filed 2023-08-14

FMR LLC

CLOSED

Shares0 from 140

Change-140 (-100%)

Value$0 (-$3.4K)

Filed 2026-11-05

Proequities, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2023-08-10

	Status
Vanguard Group Inc	DECREASED	236,314	237,291	-977	0%	$5.7M	$5.6M	-$120.4K	2023-08-14
FJ Capital Management LLC	DECREASED	226,716	354,134	-127,418	-36%	$8.5M	$5.4M	-$3.2M	2023-08-11
Alliancebernstein L.P.	UNCHANGED	195,058	195,058	0	0%	$4.7M	$4.6M	-$80.0K	2023-08-15
Boothbay Fund Management, LLC	INCREASED	170,765	148,513	+22,252	+15%	$3.6M	$4.0M	+$466.3K	2023-08-14
Dimensional Fund Advisors LP	DECREASED	83,209	84,001	-792	-1%	$2.0M	$2.0M	-$53.2K	2023-08-09
BlackRock Inc.	INCREASED	66,073	61,671	+4,402	+7%	$1.5M	$1.6M	+$79.0K	2023-08-11
Yakira Capital Management, Inc.	NEW	60,558	—	+60,558	—	—	$1.4M	—	2023-08-11
Geode Capital Management, LLC	INCREASED	51,346	49,080	+2,266	+5%	$1.2M	$1.2M	+$33.6K	2023-08-11
Susquehanna International Group, LLP	INCREASED	41,669	33,211	+8,458	+25%	$800.4K	$987.1K	+$186.8K	2023-08-11
Stifel Financial Corp	INCREASED	27,477	27,242	+235	+1%	$656.5K	$650.9K	-$5.6K	2023-08-14
HighTower Advisors, LLC	INCREASED	27,296	10,171	+17,125	+168%	$246.0K	$647.0K	+$401.0K	2023-08-14
Bank of New York Mellon Corp	DECREASED	26,387	27,129	-742	-3%	$653.8K	$625.1K	-$28.7K	2023-08-03
State Street Corp	DECREASED	24,784	27,386	-2,602	-9%	$660.0K	$587.1K	-$72.9K	2023-08-14
Banc Funds Co LLC	DECREASED	22,793	27,366	-4,573	-17%	$660	$540	-$120	2023-08-11
Morgan Stanley	DECREASED	22,425	23,169	-744	-3%	$558.4K	$531.2K	-$27.1K	2023-08-14
Ergoteles LLC	INCREASED	19,900	16,788	+3,112	+19%	$404.6K	$471.4K	+$66.8K	2023-08-14
Oppenheimer & Close, LLC	UNCHANGED	16,494	16,494	0	0%	$397.5K	$390.7K	-$6.8K	2023-07-24
Commonwealth Equity Services, LLC	DECREASED	13,042	13,081	-39	0%	$315	$309	-$6	2023-08-10
LSV Asset Management	UNCHANGED	12,262	12,262	0	0%	$296	$290	-$6	2023-08-02
Neuberger Berman Group LLC	UNCHANGED	12,200	12,200	0	0%	$294.0K	$289.0K	-$5.0K	2023-08-11
Gardner Lewis Asset Management L P	NEW	12,107	—	+12,107	—	—	$286.8K	—	2023-11-08
Bank of America Corp	UNCHANGED	11,190	11,190	0	0%	$269.7K	$265.1K	-$4.6K	2023-08-14
Chicago Capital Management, LLC	UNCHANGED	10,641	10,641	0	0%	$256.4K	$252.1K	-$4.4K	2023-08-14
Mutual Advisors, LLC	UNCHANGED	9,956	9,956	0	0%	$239.9K	$235.9K	-$4.1K	2023-07-31
Northern Trust Corp	DECREASED	9,631	9,664	-33	0%	$232.9K	$228.2K	-$4.7K	2023-08-11
Barclays PLC	UNCHANGED	9,129	9,129	0	0%	$220.0K	$216	-$219.8K	2023-09-20
Douglass Winthrop Advisors, LLC	UNCHANGED	8,628	8,628	0	0%	$208	$204.4K	+$204.2K	2023-08-14
Focused Wealth Management, Inc	UNCHANGED	6,464	6,464	0	0%	$155.8K	$153.1K	-$2.7K	2023-08-08
Plante Moran Financial Advisors, LLC	UNCHANGED	4,016	4,016	0	0%	$96.8K	$95.1K	-$1.6K	2023-08-07
Royal Bank of Canada	INCREASED	3,081	3,033	+48	+2%	$73.0K	$73.0K	$0	2023-08-14
Resources Management Corp	INCREASED	2,300	619	+1,681	+272%	$11	$54	+$43	2023-08-16
Magnolia Capital Management LTD	UNCHANGED	2,138	2,138	0	0%	$52	$51	-$1	2023-08-03
Asset Dedication, LLC	UNCHANGED	1,598	1,598	0	0%	$38	$38	$0	2023-08-22
Longfellow Investment Management Co LLC	UNCHANGED	1,151	1,151	0	0%	$27.7K	$27.3K	-$472	2023-08-04
Wells Fargo & Company	INCREASED	759	757	+2	+0%	$18.3K	$18.0K	-$282	2023-08-15
Tower Research Capital LLC (TRC)	DECREASED	537	572	-35	-6%	$13	$12.7K	+$12.7K	2023-08-14
Caldwell Trust Co	UNCHANGED	500	500	0	0%	$12.1K	$11.8K	-$205	2025-10-01
Rhumbline Advisers	NEW	300	—	+300	—	—	$7.1K	—	2023-08-08
JPMorgan Chase & Co	UNCHANGED	26	26	0	0%	$1.0K	$616	-$384	2023-08-11
UBS Group AG	DECREASED	4	3,590	-3,586	-100%	$86.5K	$95	-$86.4K	2023-08-11
Trium Capital LLP	CLOSED	0	28,059	-28,059	-100%	$676	$0	-$676	2023-08-11
Jane Street Group, LLC	CLOSED	0	10,051	-10,051	-100%	$242.2K	$0	-$242.2K	2023-08-14
FMR LLC	CLOSED	0	140	-140	-100%	$3.4K	$0	-$3.4K	2026-11-05
Proequities, Inc.	UNCHANGED	0	0	0	—	$0	$0	$0	2023-08-10

Showing 44 of 44 institutions