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Middlefield Banc (MBCN) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Middlefield Banc (NASDAQ:MBCN)

Current
Institutional Ownership
Percentage
31.72%
Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$1.50M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$1.10M
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MBCN Institutional Buying and Selling by Quarter

Middlefield Banc Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/7/2024 Empowered Funds LLC14,652$350K0.0%-5.6%0.182%
5/1/2024 BNP Paribas Financial Markets3,668$88K0.0%+48.9%0.045%
4/19/2024 Redmont Wealth Advisors LLC32,017$765K1.1%+14.2%0.397%
2/26/2024Virtu Financial LLC8,440$273K0.0%N/A0.104%
1/31/2024 Redmont Wealth Advisors LLC28,028$907K1.3%-12.8%0.346%
1/26/2024Cerity Partners LLC8,965$290K0.0%N/A0.111%
1/19/2024 Lineweaver Wealth Advisors LLC38,502$1.25M0.3%-2.3%0.476%
11/14/2023Ancora Advisors LLC15,701$399K0.0%-59.0%0.194%
11/8/2023 Huntington National Bank33,952$863K0.0%-2.9%0.420%
11/1/2023 John G Ullman & Associates Inc.17,611$447K0.1%-34.7%0.218%
10/25/2023 Redmont Wealth Advisors LLC32,126$816K1.4%+6.5%0.397%
10/23/2023 YHB Investment Advisors Inc.8,216$209K0.0%-8.2%0.102%
10/13/2023 SG Americas Securities LLC4,583$116K0.0%N/A0.057%
8/15/2023Strategic Value Bank Partners LLC42,446$1.14M0.8%-5.2%0.525%
8/4/2023American International Group Inc.3,783$101K0.0%N/A0.047%
7/27/2023EA Series Trust13,069$350K0.0%N/A0.162%
7/26/2023National Bank of Canada FI4,166$111K0.0%N/A0.051%
7/20/2023 Redmont Wealth Advisors LLC30,165$808K1.4%+11.1%0.373%
4/28/2023 Triasima Portfolio Management inc.28,202$790K0.1%N/A0.349%
2/15/2023Ancora Advisors LLC365,744$10.02M0.3%-9.3%6.304%
2/8/2023UBS Group AG5,224$143K0.0%-30.8%0.090%
2/8/2023 Cambridge Investment Research Advisors Inc.7,319$201K0.0%N/A0.126%
1/31/2023Strategic Value Bank Partners LLC52,235$1.43M0.9%-0.9%0.901%
1/19/2023 Fundamentun LLC39,404$1.08M0.2%+25.5%0.679%
11/7/2022 Huntington National Bank18,954$514K0.0%-4.8%0.327%
10/24/2022 Fundamentun LLC31,404$851K0.2%N/A0.541%
10/21/2022 Investment Partners LTD.7,972$216K0.1%N/A0.137%
10/20/2022 Triasima Portfolio Management inc.2,227$61K0.0%+221.8%0.038%
10/14/2022 Carnegie Capital Asset Management LLC107,202$2.91M0.1%-9.2%1.848%
9/16/2022 Private Trust Co. NA3,799$96K0.0%N/A0.065%
8/15/2022Clearstead Advisors LLC48,982$1.23M0.1%-10.1%0.844%
8/2/2022 Carnegie Capital Asset Management LLC118,032$2.97M0.1%-7.1%2.014%
7/13/2022 Carnegie Capital Asset Management LLC170,434$4.02M0.2%+34.2%2.908%
5/17/2022 Redmont Wealth Advisors LLC18,165$451K0.5%+17.0%0.310%
5/10/2022 Huntington National Bank19,904$494K0.0%-3.3%0.339%
5/9/2022Sonen Capital LLC10,000$248K0.3%N/A0.170%
5/4/2022Clearstead Advisors LLC54,482$1.35M0.1%-3.1%0.927%
4/11/2022 Carnegie Capital Asset Management LLC127,034$3.15M0.1%-11.2%2.161%
2/14/2022Clearstead Advisors LLC56,232$1.40M0.1%-26.7%0.942%
2/10/2022Acadian Asset Management LLC5,386$133K0.0%N/A0.090%
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2/9/2022Dimensional Fund Advisors LP95,947$2.38M0.0%+3.1%1.608%
2/8/2022Strategic Value Bank Partners LLC52,735$1.31M1.2%N/A0.884%
1/21/2022 Carnegie Capital Asset Management LLC143,133$3.55M0.1%-8.4%2.398%
11/15/2021Dimensional Fund Advisors LP93,053$2.24M0.0%+1.8%1.514%
11/12/2021Renaissance Technologies LLC80,725$1.92M0.0%-8.3%1.313%
11/12/2021Clearstead Advisors LLC76,732$1.83M0.1%-7.4%1.248%
11/12/2021Fourthstone LLC20,107$479K0.2%-8.6%0.327%
11/12/2021Geode Capital Management LLC55,034$1.32M0.0%-0.8%0.895%
11/10/2021Alliancebernstein L.P.96,552$2.30M0.0%+146.5%1.571%
11/9/2021BlackRock Inc.15,868$378K0.0%-13.8%0.258%
11/4/2021Siena Capital Partners GP LLC80,110$1.91M0.6%-38.4%1.303%
10/22/2021 Lineweaver Wealth Advisors LLC39,402$938K0.3%-43.2%0.641%
10/8/2021 Carnegie Capital Asset Management LLC156,234$3.75M0.1%-8.3%2.540%
8/17/2021Millennium Management LLC95,632$2.26M0.0%N/A1.556%
8/16/2021Kennedy Capital Management Inc.26,882$634K0.0%N/A0.437%
8/16/2021State Street Corp12,677$299K0.0%-86.0%0.206%
8/13/2021EJF Capital LLC96,657$2.28M0.2%N/A1.573%
8/13/2021Renaissance Technologies LLC88,012$2.08M0.0%+7.6%1.432%
8/13/2021Ancora Advisors LLC417,574$9.86M0.3%+1.0%6.794%
8/13/2021Northern Trust Corp12,586$298K0.0%-78.7%0.205%
8/13/2021Geode Capital Management LLC55,502$1.31M0.0%-41.9%0.903%
8/13/2021Vanguard Group Inc.250,119$5.90M0.0%-7.2%4.070%
8/12/2021Dimensional Fund Advisors LP91,378$2.16M0.0%-0.9%1.487%
8/12/2021Clearstead Advisors LLC82,902$1.96M0.2%-5.8%1.349%
8/12/2021JPMorgan Chase & Co.1,318$31K0.0%-93.2%0.021%
8/12/2021Ergoteles LLC25,900$611K0.0%N/A0.421%
8/11/2021 Bank of New York Mellon Corp13,563$320K0.0%-54.2%0.221%
8/11/2021Susquehanna Fundamental Investments LLC20,343$480K0.0%N/A0.321%
8/9/2021 Cutter & CO Brokerage Inc.8,878$210K0.0%N/A0.140%
8/5/2021Fourthstone LLC21,987$517K0.2%N/A0.347%
8/1/2021 Huntington National Bank20,751$490K0.0%-2.0%0.328%
7/31/2021 Carnegie Capital Asset Management LLC170,434$4.02M0.2%-0.6%2.692%
7/30/2021Alliancebernstein L.P.39,165$924K0.0%+12.2%0.618%
5/14/2021Dimensional Fund Advisors LP92,180$1.93M0.0%+17.2%1.456%
5/14/2021Clearstead Advisors LLC87,975$1.84M0.2%-5.6%1.389%
5/13/2021Barclays PLC4,997$105K0.0%+159.0%0.079%
5/13/2021Renaissance Technologies LLC81,812$1.72M0.0%+24.3%1.292%
5/12/2021Northern Trust Corp58,995$1.24M0.0%-7.2%0.932%
5/12/2021Geode Capital Management LLC95,573$2.00M0.0%+28.7%1.509%
5/12/2021JPMorgan Chase & Co.19,342$405K0.0%+8.3%0.305%
5/12/2021UBS Group AG3,664$77K0.0%-14.0%0.058%
5/11/2021Acadian Asset Management LLC2,015$42K0.0%-32.3%0.032%
5/7/2021BlackRock Inc.328,867$6.90M0.0%+13.6%5.183%
5/7/2021 BNP Paribas Arbitrage SA2,819$59K0.0%+106.2%0.044%
5/6/2021Alliancebernstein L.P.34,914$732K0.0%+6.1%0.550%
4/30/2021 Lineweaver Wealth Advisors LLC69,402$1.45M0.5%-37.1%1.094%
4/12/2021 Carnegie Capital Asset Management LLC171,384$3.60M0.2%-1.3%2.701%
2/19/2021JPMorgan Chase & Co.17,861$402K0.0%+190.3%0.280%
2/16/2021Nuveen Asset Management LLC9,946$224K0.0%N/A0.156%
2/16/2021Banc Funds Co. LLC50,159$1.13M0.1%-3.1%0.786%
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2/16/2021 Charles Schwab Investment Management Inc.14,716$332K0.0%+7.5%0.231%
2/13/2021Ancora Advisors LLC385,343$8.67M0.3%+6.9%6.041%
2/11/2021Northern Trust Corp63,571$1.43M0.0%-3.3%0.997%
2/11/2021Barclays PLC1,929$44K0.0%-29.1%0.030%
2/11/2021Citigroup Inc.1,217$27K0.0%+322.6%0.019%
2/10/2021Renaissance Technologies LLC65,824$1.48M0.0%-1.9%1.032%
2/9/2021Wells Fargo & Company MN20,610$464K0.0%-19.4%0.323%
2/9/2021 Bank of New York Mellon Corp29,262$658K0.0%-6.2%0.459%
2/8/2021Alliancebernstein L.P.32,896$740K0.0%-9.8%0.516%
2/8/2021 Carnegie Capital Asset Management LLC173,682$3.91M0.2%-5.1%2.723%
(Data available from 1/1/2016 forward)

MBCN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MBCN shares?

During the previous two years, 23 institutional investors and hedge funds held shares of Middlefield Banc. The most heavily invested institutionals were Carnegie Capital Asset Management LLC ($2.91M), Lineweaver Wealth Advisors LLC ($1.25M), Clearstead Advisors LLC ($1.23M), Strategic Value Bank Partners LLC ($1.14M), Fundamentun LLC ($1.08M), Huntington National Bank ($863K), and Triasima Portfolio Management inc. ($790K).Learn more on MBCN's institutional investors.

What percentage of Middlefield Banc stock is owned by institutional investors?

31.72% of Middlefield Banc stock is owned by institutional investors. Learn more on MBCN's institutional investor holdings.

Which institutional investors have been buying Middlefield Banc stock?

Of the 14 institutional investors that purchased Middlefield Banc stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Carnegie Capital Asset Management LLC ($43.40K), Fundamentun LLC ($39.40K), Triasima Portfolio Management inc. ($29.74K), EA Series Trust ($13.07K), Redmont Wealth Advisors LLC ($11.59K), Cerity Partners LLC ($8.97K), and Virtu Financial LLC ($8.44K).

How much institutional buying is happening at Middlefield Banc?

Institutional investors have bought a total of 187,434 shares in the last 24 months. This purchase volume represents approximately $5.07M in transactions.

Which Middlefield Banc major shareholders have been selling company stock?

Of the 11 institutional investors that sold Middlefield Banc stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ancora Advisors LLC ($60.10K), Carnegie Capital Asset Management LLC ($19.83K), John G Ullman & Associates Inc. ($9.36K), Clearstead Advisors LLC ($5.50K), Redmont Wealth Advisors LLC ($4.10K), Strategic Value Bank Partners LLC ($2.83K), and Huntington National Bank ($2.62K).

How much institutional selling is happening at Middlefield Banc?

Institutional investors have sold a total of 109,165 shares in the last 24 months. This volume of shares sold represents approximately $2.91M in transactions.


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This page (NASDAQ:MBCN) was last updated on 5/10/2024 by MarketBeat.com Staff

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