Security key
58958P104
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 11,247,317
- Total 13F shares
- 3,475,582
- Share change
- +10,246
- Total reported value
- $111,527,326
- Price per share
- $32.09
- Number of holders
- 48
- Value change
- +$139,372
- Number of buys
- 18
- Number of sells
- 19
Report period
Q1 2022
Institutions
48
Top holders
10
MRBK full security history
Newer quarter: Q2 2022
Previous quarter: Q4 2021
Meridian Corp SEC filings
Meridian Corp company facts
Broader feeds
Reporting periods
Holder history for CUSIP 58958P104
Recent filing periods:
Top shareholders of MRBK - Meridian Corp - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Ategra Capital Management, LLC |
13F
|
Company |
4.4%
|
499,173
|
$18,354,591 | — | 31 Dec 2021 | |
| BANC FUNDS CO LLC |
13F
|
Company |
3.9%
|
433,857
|
$15,953,000 | — | 31 Dec 2021 | |
| STRATEGIC VALUE BANK PARTNERS LLC |
13F
|
Company |
2.9%
|
325,649
|
$11,974,000 | — | 31 Dec 2021 | |
| Michael F. Price |
13F
|
Individual |
2.4%
|
270,000
|
$9,928,000 | — | 31 Dec 2021 | |
| VANGUARD GROUP INC |
13F
|
Company |
2.4%
|
268,919
|
$9,887,000 | — | 31 Dec 2021 | |
| FMR LLC |
13F
|
Company |
1.8%
|
199,227
|
$7,325,000 | — | 31 Dec 2021 | |
| FIRST MANHATTAN CO. LLC. |
13F
|
Company |
1.7%
|
190,677
|
$7,011,000 | — | 31 Dec 2021 | |
| Petiole USA ltd |
13F
|
Company |
1.6%
|
175,000
|
$6,435,000 | — | 31 Dec 2021 | |
| River Oaks Capital LLC |
13F
|
Company |
1.1%
|
121,997
|
$4,486,000 | — | 31 Dec 2021 | |
| BlackRock Finance, Inc. |
13F
|
Company |
0.91%
|
102,748
|
$3,778,000 | — | 31 Dec 2021 | |
| Fourthstone LLC |
13F
|
Company |
0.84%
|
94,643
|
$3,480,000 | — | 31 Dec 2021 | |
| Meridian Wealth Partners, LLC |
13F
|
Company |
0.62%
|
69,432
|
$2,553,000 | — | 31 Dec 2021 | |
| Gator Capital Management, LLC |
13F
|
Company |
0.6%
|
67,874
|
$2,496,000 | — | 31 Dec 2021 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.55%
|
61,300
|
$2,254,000 | — | 31 Dec 2021 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.54%
|
60,358
|
$2,219,000 | — | 31 Dec 2021 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.52%
|
58,100
|
$2,136,000 | — | 31 Dec 2021 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.39%
|
44,060
|
$1,620,000 | — | 31 Dec 2021 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.38%
|
43,050
|
$1,582,000 | — | 31 Dec 2021 | |
| Informed Momentum Co LLC |
13F
|
Company |
0.34%
|
38,233
|
$1,406,000 | — | 31 Dec 2021 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
0.25%
|
28,428
|
$1,043,000 | — | 31 Dec 2021 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
0.2%
|
22,843
|
$840,000 | — | 31 Dec 2021 | |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC |
13F
|
Company |
0.2%
|
22,700
|
$835,000 | — | 31 Dec 2021 | |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.2%
|
22,679
|
$834,000 | — | 31 Dec 2021 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.18%
|
20,688
|
$761,000 | — | 31 Dec 2021 | |
| BARCLAYS PLC |
13F
|
Company |
0.16%
|
18,269
|
$672,000 | — | 31 Dec 2021 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.15%
|
17,341
|
$637,000 | — | 31 Dec 2021 | |
| Northeast Financial Consultants Inc |
13F
|
Company |
0.15%
|
16,667
|
$613,000 | — | 31 Dec 2021 | |
| GLOBEFLEX CAPITAL L P |
13F
|
Company |
0.14%
|
16,052
|
$590,000 | — | 31 Dec 2021 | |
| LSV ASSET MANAGEMENT |
13F
|
Company |
0.13%
|
14,968
|
$550,000 | — | 31 Dec 2021 | |
| HSBC HOLDINGS PLC |
13F
|
Company |
0.13%
|
14,408
|
$521,000 | — | 31 Dec 2021 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.11%
|
12,809
|
$471,000 | — | 31 Dec 2021 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
0.11%
|
12,000
|
$441,000 | — | 31 Dec 2021 | |
| Wescott Financial Advisory Group, LLC |
13F
|
Company |
0.1%
|
11,809
|
$434,000 | — | 31 Dec 2021 | |
| STATE STREET CORP |
13F
|
Company |
0.1%
|
10,970
|
$403,000 | — | 31 Dec 2021 | |
| JACOBS LEVY EQUITY MANAGEMENT, INC |
13F
|
Company |
0.09%
|
9,786
|
$360,000 | — | 31 Dec 2021 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.08%
|
9,322
|
$343,000 | — | 31 Dec 2021 | |
| MORGAN STANLEY |
13F
|
Company |
0.08%
|
8,975
|
$330,000 | — | 31 Dec 2021 | |
| Ergoteles LLC |
13F
|
Company |
0.07%
|
8,335
|
$306,000 | — | 31 Dec 2021 | |
| EMERALD ADVISERS, LLC |
13F
|
Company |
0.06%
|
6,982
|
$257,000 | — | 31 Dec 2021 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.06%
|
6,332
|
$233,000 | — | 31 Dec 2021 | |
| GREAT VALLEY ADVISOR GROUP, INC. |
13F
|
Company |
0.06%
|
6,331
|
$233,000 | — | 31 Dec 2021 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.05%
|
5,900
|
$217,000 | — | 31 Dec 2021 | |
| Stillwater Capital Advisors, LLC |
13F
|
Company |
0.05%
|
5,612
|
$206,000 | — | 31 Dec 2021 | |
| Cordasco Financial Network |
13F
|
Company |
0.03%
|
3,441
|
$127,000 | — | 31 Dec 2021 | |
| Cornerstone Advisory, LLC |
13F
|
Company |
0.03%
|
3,148
|
$116,000 | — | 31 Dec 2021 | |
| UBS Group AG |
13F
|
Company |
0.02%
|
2,500
|
$92,000 | — | 31 Dec 2021 | |
| Optiver Holding B.V. |
13F
|
Company |
0.01%
|
1,226
|
$35,000 | — | 31 Dec 2021 | |
| FEDERATED HERMES, INC. |
13F
|
Company |
0%
|
544
|
$20,000 | — | 31 Dec 2021 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0%
|
430
|
$16,000 | — | 31 Dec 2021 | |
| ClariVest Asset Management LLC |
13F
|
Company |
0%
|
354
|
$13,000 | — | 31 Dec 2021 |
Institutional Holders of Meridian Corp - Common Stock (MRBK) as of Q1 2022
As of 31 Mar 2022,
Meridian Corp - Common Stock (MRBK) was held by
48 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,475,582 shares.
The largest 10 holders included
Ategra Capital Management, LLC, BANC FUNDS CO LLC, Strategic Value Bank Partners LLC, PRICE MICHAEL F, VANGUARD GROUP INC, FMR LLC, FIRST MANHATTAN CO, Petiole USA ltd, River Oaks Capital LLC, and Fourthstone LLC.
This page lists
48
institutional shareholders reporting positions in this security
for the Q1 2022 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2022 vs Q4 2021 Across Filers
Q4 2021 holders
50
Q1 2022 holders
48
Holder diff
-2
| Investor | Q4 2021 Shares | Q1 2022 Shares | Share Diff | Share Chg % | Q4 2021 Value $ | Q1 2022 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.