Middlefield Banc Ownership | Who Owns Middlefield Banc?
Middlefield Banc Ownership Summary
Middlefield Banc is owned by 31.88% institutional investors, 4.22% insiders, and 63.90% retail investors. Castle creek capital partners vi, lp is the largest institutional shareholder, holding 6.94% of MBCN shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.96% of its assets in Middlefield Banc shares.
MBCN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Middlefield Banc | 31.88% | 4.22% | 63.90% |
| Sector | Financial Services Stocks | 40.01% | 14.24% | 45.76% |
| Industry | Regional Banks Stocks | 41.99% | 11.95% | 46.06% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Castle creek capital partners vi, lp | 560.50K | 6.94% | $15.72M |
| Blackrock funding, inc. /de | 497.36K | 6.16% | $13.95M |
| Blackrock | 460.46K | 5.69% | $11.07M |
| Vanguard group | 395.74K | 4.90% | $11.10M |
| Alliancebernstein | 174.21K | 2.16% | $4.89M |
| Geode capital management | 164.47K | 2.04% | $4.61M |
| State street | 101.55K | 1.26% | $2.44M |
| Dimensional fund advisors lp | 80.89K | 1.00% | $2.27M |
| Northern trust | 63.56K | 0.79% | $1.53M |
| Bridgeway capital management | 49.64K | 0.61% | $1.39M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Castle creek capital partners vi, lp | 560.50K | 19.42% | $15.72M |
| Redmont wealth advisors | 24.87K | 1.21% | $697.52K |
| Elizabeth park capital advisors | 19.46K | 0.44% | $545.91K |
| Lineweaver wealth advisors | 37.50K | 0.19% | $1.05M |
| Riggs asset managment | 18.39K | 0.14% | $516.39K |
| Fundamentum | 39.40K | 0.08% | $947.67K |
| Flaharty asset management | 17.56K | 0.07% | $492.62K |
| Bridgeway capital management | 49.64K | 0.03% | $1.39M |
| Clearstead advisors | 45.88K | 0.02% | $1.29M |
| Yhb investment advisors | 7.67K | 0.02% | $215.03K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 497.36K | 0.00% | 19.35K |
| Goldman sachs group | 33.93K | 0.00% | 18.76K |
| Elizabeth park capital advisors | 19.46K | 0.44% | 18.02K |
| Jpmorgan chase | 25.83K | 0.00% | 13.65K |
| Invesco | 15.43K | 0.00% | 4.95K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Beacon financial advisory | - | - | -10.60K |
| Alliancebernstein | 174.21K | 0.00% | -9.94K |
| Blackrock | 460.46K | 0.00% | -6.50K |
| Deutsche bank ag\ | - | - | -6.35K |
| American group | - | - | -3.87K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Mai capital management | 1.41K | 0.00% | 1.41K | $39.53K |
| Nisa investment advisors | 400.00 | 0.00% | 400.00 | $9.62K |
| Versant capital management | 218.00 | 0.00% | 218.00 | $6.12K |
| Macquarie group | 22.00 | - | 22.00 | $529.00 |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -2.00 |
| Capital performance advisors llp | -36.00 |
| Qube research | -93.00 |
| Tyler-stone wealth management | -200.00 |
| Metropolitan life insurance co/ny | -438.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 59 | - | 2,574,700 | -2.83% | 31 | 2.96% | 28 | -12.50% | 15 | 25.00% |
| Sep 30, 2024 | 59 | 3.51% | 2,649,738 | 3.41% | 32 | 3.25% | 32 | 45.45% | 12 | -42.86% |
| Jun 30, 2024 | 56 | 7.69% | 2,562,398 | 0.90% | 31 | 3.21% | 22 | 46.67% | 20 | -13.04% |
| Mar 31, 2024 | 52 | -7.14% | 2,539,665 | -1.03% | 31 | 3.13% | 15 | -50.00% | 23 | 53.33% |
| Dec 31, 2023 | 56 | 16.67% | 2,566,054 | 33.67% | 31 | 5.63% | 30 | 57.89% | 15 | -6.25% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 238.90K | 2.96% | - |
| iShares Russell 2000 ETF | 200.25K | 2.48% | -3.94K |
| Vanguard Institutional Extnd Mkt Idx Tr | 101.43K | 1.26% | - |
| Fidelity Small Cap Index | 73.42K | 0.91% | -368.00 |
| iShares Russell 2000 Value ETF | 68.65K | 0.85% | -141.00 |
| Fidelity Extended Market Index | 40.25K | 0.50% | -324.00 |
| Bridgeway Omni Small-Cap Value N | 32.37K | 0.40% | -1.63K |
| Bridgeway Omni Small-Cap Value | 32.37K | 0.40% | -1.63K |
| Vanguard Russell 2000 ETF | 32.37K | 0.40% | -2.11K |
| State St Russell Sm Cap® Indx SL Cl I | 26.40K | 0.33% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 21, 2025 | Voinovich Michael C | - | Buy | $3.12K |
| Feb 21, 2025 | RANTTILA MICHAEL | EVP/CFO | Buy | $1.21K |
| Feb 03, 2025 | RANTTILA MICHAEL | EVP/CFO | Buy | $7.65K |
| Sep 16, 2024 | Zimmerly Ronald Len Jr. | Chief Executive Officer | Buy | $6.04K |
| May 13, 2024 | Zimmerly Ronald Len Jr. | Chief Executive Officer | Buy | $22.47K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | 1 | - |
| 2024 Q4 | - | - |
| 2024 Q3 | 1 | - |
| 2024 Q2 | 5 | - |
| 2024 Q1 | 3 | - |
MBCN Ownership FAQ
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