Middlefield Banc Ownership | Who Owns Middlefield Banc?
Middlefield Banc Ownership Summary
Middlefield Banc is owned by 32.83% institutional investors, 4.18% insiders, and 62.99% retail investors. Castle creek capital partners vi, lp is the largest institutional shareholder, holding 6.93% 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 | 32.83% | 4.18% | 62.99% |
| Sector | Financial Services Stocks | 86.48% | 14.02% | -0.50% |
| Industry | Regional Banks Stocks | 51.80% | 12.03% | 36.18% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Castle creek capital partners vi, lp | 560.50K | 6.93% | $13.48M |
| Blackrock | 460.46K | 5.69% | $11.07M |
| Vanguard group | 388.16K | 4.80% | $9.34M |
| Alliancebernstein | 171.25K | 2.12% | $4.12M |
| Geode capital management | 163.99K | 2.03% | $3.94M |
| State street | 101.55K | 1.26% | $2.44M |
| Dimensional fund advisors lp | 80.00K | 0.99% | $1.92M |
| Northern trust | 63.56K | 0.79% | $1.53M |
| Bridgeway capital management | 49.73K | 0.61% | $1.20M |
| Clearstead advisors | 48.98K | 0.61% | $1.18M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Castle creek capital partners vi, lp | 560.50K | 11.16% | $13.48M |
| Redmont wealth advisors | 24.87K | 1.21% | $697.52K |
| Lineweaver wealth advisors | 38.50K | 0.19% | $925.97K |
| Riggs asset managment | 18.39K | 0.14% | $516.39K |
| Fundamentum | 39.40K | 0.08% | $947.67K |
| Bridgeway capital management | 49.73K | 0.03% | $1.20M |
| Clearstead advisors | 48.98K | 0.02% | $1.18M |
| Yhb investment advisors | 7.67K | 0.02% | $215.03K |
| Empowered funds | 17.27K | 0.01% | $484.28K |
| Huntington national bank | 34.78K | 0.01% | $836.51K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Alliancebernstein | 171.25K | 0.00% | 34.04K |
| Cetera investment advisers | 11.88K | 0.00% | 11.88K |
| Invesco | 15.43K | 0.00% | 4.95K |
| Corebridge financial | 3.91K | 0.00% | 3.91K |
| Mirae asset global etfs | 3.25K | 0.00% | 3.25K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Beacon financial advisory | - | - | -10.60K |
| Jpmorgan chase | 5.35K | - | -9.09K |
| Blackrock | 460.46K | 0.00% | -6.50K |
| Ubs group | 12.82K | 0.00% | -6.27K |
| American group | - | - | -3.87K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Cetera investment advisers | 11.88K | 0.00% | 11.88K | $285.76K |
| Corebridge financial | 3.91K | 0.00% | 3.91K | $94.04K |
| Mirae asset global etfs | 3.25K | 0.00% | 3.25K | $78.26K |
| Nisa investment advisors | 400.00 | 0.00% | 400.00 | $9.62K |
| Versant capital management | 218.00 | 0.00% | 218.00 | $6.12K |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -2.00 |
| Qube research | -93.00 |
| Tyler-stone wealth management | -200.00 |
| Advisor group | -300.00 |
| Metropolitan life insurance co/ny | -438.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2023 | 48 | -5.88% | 1,919,737 | -6.64% | 23 | 3.67% | 19 | -40.63% | 16 | 45.45% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 238.90K | 2.96% | - |
| iShares Russell 2000 ETF | 207.42K | 2.57% | -800.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 101.43K | 1.26% | - |
| Fidelity Small Cap Index | 73.79K | 0.91% | -53.00 |
| iShares Russell 2000 Value ETF | 70.34K | 0.87% | -1.97K |
| Fidelity Extended Market Index | 40.57K | 0.50% | -267.00 |
| Vanguard Russell 2000 ETF | 34.48K | 0.43% | 552.00 |
| Bridgeway Omni Small-Cap Value N | 34.00K | 0.42% | - |
| Bridgeway Omni Small-Cap Value | 34.00K | 0.42% | - |
| State St Russell Sm Cap® Indx SL Cl I | 26.40K | 0.33% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Jun 05, 2024 | Wilson Thomas M | EVP-Chief Strategy Officer | Buy | $20.98K |
| May 31, 2024 | Moeller Jennifer L | - | Buy | $4.28K |
| May 13, 2024 | Zimmerly Ronald Len Jr. | EVP/Chief Executive Officer | Buy | $22.47K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | 1 | - |
| 2024 Q2 | 5 | - |
| 2024 Q1 | 3 | - |
| 2023 Q4 | 1 | - |
MBCN Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools