Meridian Corp - Common Stock (MRBK)

CUSIP: 58958P104

Q3 2023 13F Holders as of 30 Sep 2023

Type / Class
Equity / Common Stock
Shares outstanding
11,247,317
Total 13F shares
6,191,171
Share change
-2,055
Total reported value
$60,644,263
Price per share
$9.80
Number of holders
43
Value change
-$39,141
Number of buys
13
Number of sells
20

Quarterly Holders Quick Answers

What is CUSIP 58958P104?
CUSIP 58958P104 identifies MRBK - Meridian Corp - Common Stock in SEC institutional holdings data.

Need full ownership history?
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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 by the holder's primary source 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
9.5%
1,071,023
$10,496,025 30 Jun 2023
13F
BANC FUNDS CO LLC
13F
Company
6.5%
728,688
$7,141,000 30 Jun 2023
13F
STRATEGIC VALUE BANK PARTNERS LLC
13F
Company
5.8%
651,298
$6,382,720 30 Jun 2023
13F
VANGUARD GROUP INC
13F
Company
4.7%
534,173
$5,234,896 30 Jun 2023
13F
Fourthstone LLC
13F
Company
4%
444,991
$4,360,912 30 Jun 2023
13F
FIRST MANHATTAN CO. LLC.
13F
Company
2.9%
327,680
$3,211,264 30 Jun 2023
13F
Petiole USA ltd
13F
Company
2.3%
256,166
$2,510,427 30 Jun 2023
13F
FMR LLC
13F
Company
2.2%
251,166
$2,461,427 30 Jun 2023
13F
River Oaks Capital LLC
13F
Company
2.2%
243,974
$2,390,945 30 Jun 2023
13F
BlackRock Finance, Inc.
13F
Company
2.1%
236,977
$2,322,375 30 Jun 2023
13F
Meridian Wealth Partners, LLC
13F
Company
1.5%
171,231
$1,678,062 30 Jun 2023
13F
Wick Capital Partners, LLC
13F
Company
1.3%
144,516
$1,416,257 30 Jun 2023
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
1.1%
127,484
$1,249,429 30 Jun 2023
13F
Gator Capital Management, LLC
13F
Company
1%
116,612
$1,142,798 30 Jun 2023
13F
BRIDGEWAY CAPITAL MANAGEMENT, LLC
13F
Company
0.8%
90,043
$882,421 30 Jun 2023
13F
LSV ASSET MANAGEMENT
13F
Company
0.8%
89,708
$879,000 30 Jun 2023
13F
MILLENNIUM MANAGEMENT LLC
13F
Company
0.75%
84,308
$826,218 30 Jun 2023
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
0.71%
79,592
$780,001 30 Jun 2023
13F
ACADIAN ASSET MANAGEMENT LLC
13F
Company
0.48%
53,826
$526,000 30 Jun 2023
13F
BANK OF MONTREAL /CAN/
13F
Company
0.4%
45,477
$462,501 30 Jun 2023
13F
Bank of New York Mellon Corp
13F
Company
0.4%
44,782
$438,864 30 Jun 2023
13F
BARCLAYS PLC
13F
Company
0.33%
37,352
$366,049 30 Jun 2023
13F
Northeast Financial Consultants Inc
13F
Company
0.3%
33,334
$326,674 30 Jun 2023
13F
RENAISSANCE TECHNOLOGIES LLC
13F
Company
0.29%
32,500
$319,000 30 Jun 2023
13F
STATE STREET CORP
13F
Company
0.28%
31,942
$313,032 30 Jun 2023
13F
HSBC HOLDINGS PLC
13F
Company
0.26%
29,690
$292,447 30 Jun 2023
13F
SUSQUEHANNA INTERNATIONAL GROUP, LLP
13F
Company
0.26%
29,610
$290,178 30 Jun 2023
13F
Kenneth H. Slack
3/4/5
Director
class O/S missing
33,169
$281,937 29 Dec 2021
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
13F
Company
0.23%
25,615
$251,000 30 Jun 2023
13F
ROYAL BANK OF CANADA
13F
Company
0.22%
24,621
$241,000 30 Jun 2023
13F
Quadrature Capital Ltd
13F
Company
0.19%
21,712
$214,515 30 Jun 2023
13F
Man Group plc
13F
Company
0.19%
21,123
$207,005 30 Jun 2023
13F
CITADEL ADVISORS LLC
13F
Company
0.19%
20,995
$205,751 30 Jun 2023
13F
Charles D. Kochka
3/4/5
EVP, Chief Lending Officer
mixed-class rows
21,725
mixed-class rows
$184,663 06 Mar 2023
ELCO Management Co., LLC
13F
Company
0.16%
18,222
$178,576 30 Jun 2023
13F
NORTHERN TRUST CORP
13F
Company
0.14%
16,090
$157,682 30 Jun 2023
13F
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC
13F
Company
0.13%
14,934
$146,353 30 Jun 2023
13F
MORGAN STANLEY
13F
Company
0.13%
14,890
$145,922 30 Jun 2023
13F
BANK OF AMERICA CORP /DE/
13F
Company
0.09%
10,539
$103,282 30 Jun 2023
13F
TWO SIGMA ADVISERS, LP
13F
Company
0.09%
10,400
$101,920 30 Jun 2023
13F
UBS Group AG
13F
Company
0.04%
5,000
$49,000 30 Jun 2023
13F
Joseph L. Cafarchio
3/4/5
EVP, Chief Credit Officer
class O/S missing
5,000
$42,500 22 Aug 2022
Christine Marie Helmig
3/4/5
Director
class O/S missing
3,266
$27,761 05 May 2023
Randall J. McGarry
3/4/5
EVP, Chief Information Officer
class O/S missing
2,000
$17,000 22 Aug 2022
FEDERATED HERMES, INC.
13F
Company
0.01%
764
$7,487 30 Jun 2023
13F
BNP PARIBAS FINANCIAL MARKETS
13F
Company
0%
98
$960 30 Jun 2023
13F
WELLS FARGO & COMPANY/MN
13F
Company
0%
64
$627 30 Jun 2023
13F
JPMORGAN CHASE & CO
13F
Company
0%
16
$157 30 Jun 2023
13F

Institutional Holders of Meridian Corp - Common Stock (MRBK) as of Q3 2023

As of 30 Sep 2023, Meridian Corp - Common Stock (MRBK) was held by 43 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 6,191,171 shares. The largest 10 holders included Ategra Capital Management, LLC, BANC FUNDS CO LLC, Strategic Value Bank Partners LLC, Fourthstone LLC, VANGUARD GROUP INC, FIRST MANHATTAN CO. LLC., Petiole USA ltd, River Oaks Capital LLC, BlackRock Inc., and Meridian Wealth Partners, LLC. This page lists 43 institutional shareholders reporting positions in this security for the Q3 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q3 2023 vs Q2 2023 Across Filers

Q2 2023 holders
43
Q3 2023 holders
43
Holder diff
0
Investor Q2 2023 Shares Q3 2023 Shares Share Diff Share Chg % Q2 2023 Value $ Q3 2023 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.
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