Security key
58958P104
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 11,247,317
- Total 13F shares
- 6,112,755
- Share change
- +117,336
- Total reported value
- $84,969,471
- Price per share
- $13.90
- Number of holders
- 45
- Value change
- +$2,385,612
- Number of buys
- 20
- Number of sells
- 14
Report period
Q4 2023
Institutions
45
Top holders
10
MRBK full security history
Newer quarter: Q1 2024
Previous quarter: Q3 2023
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 |
9.5%
|
1,072,034
|
$10,500,573 | — | 30 Sep 2023 | |
| BANC FUNDS CO LLC |
13F
|
Company |
6.5%
|
728,688
|
$7,141,000 | — | 30 Sep 2023 | |
| STRATEGIC VALUE BANK PARTNERS LLC |
13F
|
Company |
5.8%
|
651,298
|
$6,379,464 | — | 30 Sep 2023 | |
| Fourthstone LLC |
13F
|
Company |
5.5%
|
622,185
|
$6,094,302 | — | 30 Sep 2023 | |
| VANGUARD GROUP INC |
13F
|
Company |
4.7%
|
534,173
|
$5,232,225 | — | 30 Sep 2023 | |
| FIRST MANHATTAN CO. LLC. |
13F
|
Company |
2.9%
|
327,580
|
$3,208,646 | — | 30 Sep 2023 | |
| Petiole USA ltd |
13F
|
Company |
2.3%
|
256,166
|
$2,509,146 | — | 30 Sep 2023 | |
| River Oaks Capital LLC |
13F
|
Company |
2.2%
|
243,974
|
$2,389,725 | — | 30 Sep 2023 | |
| BlackRock Finance, Inc. |
13F
|
Company |
1.8%
|
198,774
|
$1,946,992 | — | 30 Sep 2023 | |
| Meridian Wealth Partners, LLC |
13F
|
Company |
1.7%
|
191,369
|
$1,874,460 | — | 30 Sep 2023 | |
| FMR LLC |
13F
|
Company |
1.6%
|
181,189
|
$1,774,747 | — | 30 Sep 2023 | |
| Wick Capital Partners, LLC |
13F
|
Company |
1.3%
|
144,516
|
$1,415,534 | — | 30 Sep 2023 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.2%
|
131,134
|
$1,284,790 | — | 30 Sep 2023 | |
| Gator Capital Management, LLC |
13F
|
Company |
1%
|
116,612
|
$1,142,215 | — | 30 Sep 2023 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.8%
|
90,043
|
$881,971 | — | 30 Sep 2023 | |
| LSV ASSET MANAGEMENT |
13F
|
Company |
0.8%
|
89,708
|
$879,000 | — | 30 Sep 2023 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.73%
|
82,226
|
$805,631 | — | 30 Sep 2023 | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
13F
|
Company |
0.53%
|
59,367
|
$581,495 | — | 30 Sep 2023 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
0.46%
|
52,013
|
$508,000 | — | 30 Sep 2023 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.44%
|
49,442
|
$484,284 | — | 30 Sep 2023 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.41%
|
45,750
|
$448,121 | — | 30 Sep 2023 | |
| BARCLAYS PLC |
13F
|
Company |
0.34%
|
38,133
|
$373,513 | — | 30 Sep 2023 | |
| Northeast Financial Consultants Inc |
13F
|
Company |
0.3%
|
33,334
|
$326,507 | — | 30 Sep 2023 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.28%
|
32,000
|
$313,000 | — | 30 Sep 2023 | |
| STATE STREET CORP |
13F
|
Company |
0.28%
|
31,642
|
$309,933 | — | 30 Sep 2023 | |
| HSBC HOLDINGS PLC |
13F
|
Company |
0.26%
|
29,107
|
$284,084 | — | 30 Sep 2023 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
0.23%
|
25,615
|
$251,000 | — | 30 Sep 2023 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.2%
|
23,000
|
$225,000 | — | 30 Sep 2023 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.19%
|
20,930
|
$205,009 | — | 30 Sep 2023 | |
| ELCO Management Co., LLC |
13F
|
Company |
0.16%
|
18,222
|
$178,484 | — | 30 Sep 2023 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.15%
|
16,552
|
$162,127 | — | 30 Sep 2023 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.14%
|
16,018
|
$156,896 | — | 30 Sep 2023 | |
| MORGAN STANLEY |
13F
|
Company |
0.13%
|
14,670
|
$143,693 | — | 30 Sep 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.09%
|
9,906
|
$97,029 | — | 30 Sep 2023 | |
| UBS Group AG |
13F
|
Company |
0.04%
|
5,000
|
$48,975 | — | 30 Sep 2023 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
0.03%
|
3,385
|
$33,156 | — | 30 Sep 2023 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.02%
|
1,998
|
$19,570 | — | 30 Sep 2023 | |
| State of Wyoming |
13F
|
Company |
0.02%
|
1,851
|
$18,131 | — | 30 Sep 2023 | |
| FEDERATED HERMES, INC. |
13F
|
Company |
0.01%
|
712
|
$6,974 | — | 30 Sep 2023 | |
| IFP Advisors, Inc |
13F
|
Company |
0.01%
|
675
|
$6,611 | — | 30 Sep 2023 | |
| BNP PARIBAS FINANCIAL MARKETS |
13F
|
Company |
0%
|
98
|
$960 | — | 30 Sep 2023 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0%
|
66
|
$646 | — | 30 Sep 2023 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0%
|
16
|
$157 | — | 30 Sep 2023 | |
| Kenneth H. Slack |
3/4/5
|
Director |
—
class O/S missing
|
33,169
|
$281,937 | — | 29 Dec 2021 | |
| Charles D. Kochka |
3/4/5
|
EVP, Chief Lending Officer |
—
mixed-class rows
|
21,725
mixed-class rows
|
$184,663 | — | 06 Mar 2023 | |
| 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 |
Institutional Holders of Meridian Corp - Common Stock (MRBK) as of Q4 2023
As of 31 Dec 2023,
Meridian Corp - Common Stock (MRBK) was held by
45 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,112,755 shares.
The largest 10 holders included
Fourthstone LLC, Ategra Capital Management, LLC, BANC FUNDS CO LLC, STRATEGIC VALUE BANK PARTNERS LLC, VANGUARD GROUP INC, FIRST MANHATTAN CO. LLC., BlackRock Inc., Meridian Wealth Partners, LLC, Wick Capital Partners, LLC, and DIMENSIONAL FUND ADVISORS LP.
This page lists
45
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2023 vs Q3 2023 Across Filers
Q3 2023 holders
43
Q4 2023 holders
45
Holder diff
2
| Investor | Q3 2023 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q3 2023 Value $ | Q4 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.