Meridian Ownership 2024 | Who Owns Meridian Now?
Institutional Ownership
44.91%
Insider Ownership
20.50%
Retail Ownership
34.59%
Institutional Holders
38.00
Meridian Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FOURTHSTONE LLC | 10.09% | 3.75% | 1,119,023 | 3,949 | 0.35% | 11,772,122 | Jun 30, 2024 |
| BANC FUNDS CO LLC | 7.14% | 0.99% | 791,703 | 6,000 | 0.76% | 8,328,716 | Jun 30, 2024 |
| STRATEGIC VALUE BANK PARTNERS LLC | 5.87% | 4.54% | 651,298 | - | - | 6,851,655 | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.82% | 0.00% | 534,173 | - | - | 5,619,500 | Jun 30, 2024 |
| FIRST MANHATTAN CO. LLC. | 2.97% | 0.01% | 329,571 | 2,491 | 0.76% | 3,467,087 | Jun 30, 2024 |
| MERIDIAN WEALTH PARTNERS, LLC | 1.87% | 0.38% | 206,843 | -7,724 | -3.60% | 2,175,989 | Jun 30, 2024 |
| BLACKROCK INC. | 1.81% | - | 200,776 | 8,901 | 4.64% | 2,112,164 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.54% | 0.00% | 171,249 | 10,514 | 6.54% | 1,801,403 | Jun 30, 2024 |
| WICK CAPITAL PARTNERS, LLC | 1.30% | 0.53% | 144,516 | - | - | 1,520,308 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 0.82% | 0.00% | 91,356 | -1,466 | -1.58% | 961,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.82% | 0.00% | 90,696 | 3,409 | 3.91% | 954,373 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.80% | 0.02% | 88,643 | - | - | 932,524 | Jun 30, 2024 |
| GATOR CAPITAL MANAGEMENT, LLC | 0.73% | 0.43% | 81,462 | -427 | -0.52% | 856,980 | Jun 30, 2024 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.54% | 0.00% | 59,367 | - | - | 624,536 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.48% | 0.00% | 53,559 | -850 | -1.56% | 562,000 | Jun 30, 2024 |
| BARCLAYS PLC | 0.33% | 0.00% | 36,731 | - | - | 387,000 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.31% | 0.00% | 34,600 | 100 | 0.29% | 363,992 | Jun 30, 2024 |
| STATE STREET CORP | 0.27% | - | 29,442 | - | - | 309,730,000 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.26% | 0.00% | 29,107 | - | - | 298,056 | Jun 30, 2024 |
| STRID GROUP, LLC | 0.21% | 0.04% | 22,849 | -20,601 | -47.41% | 240,371 | Jun 30, 2024 |
Meridian's largest institutional shareholder is FOURTHSTONE LLC, holding 10.09% of the company's total share outstanding, currently valued at $11.77M. The top 10 institutional shareholders own together 38.24% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| STRATEGIC VALUE BANK PARTNERS LLC | 5.87% | 4.54% | 651,298 | - | - | 6,851,655 | Jun 30, 2024 |
| FOURTHSTONE LLC | 10.09% | 3.75% | 1,119,023 | 3,949 | 0.35% | 11,772,122 | Jun 30, 2024 |
| BANC FUNDS CO LLC | 7.14% | 0.99% | 791,703 | 6,000 | 0.76% | 8,328,716 | Jun 30, 2024 |
| WICK CAPITAL PARTNERS, LLC | 1.30% | 0.53% | 144,516 | - | - | 1,520,308 | Jun 30, 2024 |
| GATOR CAPITAL MANAGEMENT, LLC | 0.73% | 0.43% | 81,462 | -427 | -0.52% | 856,980 | Jun 30, 2024 |
| MERIDIAN WEALTH PARTNERS, LLC | 1.87% | 0.38% | 206,843 | -7,724 | -3.60% | 2,175,989 | Jun 30, 2024 |
| ELCO MANAGEMENT CO., LLC | 0.17% | 0.11% | 18,587 | 565 | 3.14% | 195,535 | Jun 30, 2024 |
| STRID GROUP, LLC | 0.21% | 0.04% | 22,849 | -20,601 | -47.41% | 240,371 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.80% | 0.02% | 88,643 | - | - | 932,524 | Jun 30, 2024 |
| FIRST MANHATTAN CO. LLC. | 2.97% | 0.01% | 329,571 | 2,491 | 0.76% | 3,467,087 | Jun 30, 2024 |
| NORTHEAST FINANCIAL CONSULTANTS INC | 0.14% | 0.01% | 15,000 | -13,334 | -47.06% | 157,800 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 0.82% | 0.00% | 91,356 | -1,466 | -1.58% | 961,000 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.48% | 0.00% | 53,559 | -850 | -1.56% | 562,000 | Jun 30, 2024 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.54% | 0.00% | 59,367 | - | - | 624,536 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.31% | 0.00% | 34,600 | 100 | 0.29% | 363,992 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.54% | 0.00% | 171,249 | 10,514 | 6.54% | 1,801,403 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.26% | 0.00% | 29,107 | - | - | 298,056 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.01% | 0.00% | 891 | -680 | -43.28% | 9,374 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.13% | 0.00% | 14,200 | -29,318 | -67.37% | 149,000 | Jun 30, 2024 |
| BARCLAYS PLC | 0.33% | 0.00% | 36,731 | - | - | 387,000 | Jun 30, 2024 |
The largest Meridian shareholder by % of total assets is STRATEGIC VALUE BANK PARTNERS LLC. The company owns 651.30K shares of Meridian (MRBK), representing 4.54% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 1.54% | 0.00% | 171,249 | 10,514 | 6.54% | 1,801,403 | Jun 30, 2024 |
| BLACKROCK INC. | 1.81% | - | 200,776 | 8,901 | 4.64% | 2,112,164 | Jun 30, 2024 |
| BANC FUNDS CO LLC | 7.14% | 0.99% | 791,703 | 6,000 | 0.76% | 8,328,716 | Jun 30, 2024 |
| FOURTHSTONE LLC | 10.09% | 3.75% | 1,119,023 | 3,949 | 0.35% | 11,772,122 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.82% | 0.00% | 90,696 | 3,409 | 3.91% | 954,373 | Jun 30, 2024 |
| PNC FINANCIAL SERVICES GROUP, INC. | 0.03% | - | 3,000 | 3,000 | 100.00% | 31,560 | Jun 30, 2024 |
| FIRST MANHATTAN CO. LLC. | 2.97% | 0.01% | 329,571 | 2,491 | 0.76% | 3,467,087 | Jun 30, 2024 |
| ELCO MANAGEMENT CO., LLC | 0.17% | 0.11% | 18,587 | 565 | 3.14% | 195,535 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.31% | 0.00% | 34,600 | 100 | 0.29% | 363,992 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | - | - | 1 | 1 | 100.00% | 11 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.00% | - | 16 | - | - | 168 | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.00% | - | 98 | - | - | 1,031 | Jun 30, 2024 |
| STATE STREET CORP | 0.27% | - | 29,442 | - | - | 309,730,000 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.15% | - | 16,828 | - | - | 177,030 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.18% | - | 20,500 | - | - | 216,000 | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.82% | 0.00% | 534,173 | - | - | 5,619,500 | Jun 30, 2024 |
| BARCLAYS PLC | 0.33% | 0.00% | 36,731 | - | - | 387,000 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.26% | 0.00% | 29,107 | - | - | 298,056 | Jun 30, 2024 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.54% | 0.00% | 59,367 | - | - | 624,536 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.80% | 0.02% | 88,643 | - | - | 932,524 | Jun 30, 2024 |
As of Jun 30 2024, Meridian's largest institutional buyer is DIMENSIONAL FUND ADVISORS LP. The company purchased 10.51K stocks of MRBK, valued at $1.80M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.13% | 0.00% | 14,200 | -29,318 | -67.37% | 149,000 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.00% | - | 402 | -24,912 | -98.41% | 4,230 | Jun 30, 2024 |
| STRID GROUP, LLC | 0.21% | 0.04% | 22,849 | -20,601 | -47.41% | 240,371 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.06% | - | 6,569 | -15,635 | -70.42% | 69,106 | Jun 30, 2024 |
| NORTHEAST FINANCIAL CONSULTANTS INC | 0.14% | 0.01% | 15,000 | -13,334 | -47.06% | 157,800 | Jun 30, 2024 |
| MERIDIAN WEALTH PARTNERS, LLC | 1.87% | 0.38% | 206,843 | -7,724 | -3.60% | 2,175,989 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.10% | 0.00% | 10,920 | -4,944 | -31.16% | 114,878 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 0.82% | 0.00% | 91,356 | -1,466 | -1.58% | 961,000 | Jun 30, 2024 |
| MORGAN STANLEY | 0.13% | - | 14,661 | -1,158 | -7.32% | 154,234 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.48% | 0.00% | 53,559 | -850 | -1.56% | 562,000 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.01% | 0.00% | 891 | -680 | -43.28% | 9,374 | Jun 30, 2024 |
| UBS GROUP AG | 0.05% | - | 5,127 | -569 | -9.99% | 53,936 | Jun 30, 2024 |
| IFP ADVISORS, INC | - | - | - | -516 | -100.00% | - | Jun 30, 2024 |
| GATOR CAPITAL MANAGEMENT, LLC | 0.73% | 0.43% | 81,462 | -427 | -0.52% | 856,980 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | - | - | - | -72 | -100.00% | - | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.14% | - | 15,986 | -13 | -0.08% | 168,173,000 | Jun 30, 2024 |
| STRATEGIC VALUE BANK PARTNERS LLC | 5.87% | 4.54% | 651,298 | - | - | 6,851,655 | Jun 30, 2024 |
| WICK CAPITAL PARTNERS, LLC | 1.30% | 0.53% | 144,516 | - | - | 1,520,308 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.80% | 0.02% | 88,643 | - | - | 932,524 | Jun 30, 2024 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.54% | 0.00% | 59,367 | - | - | 624,536 | Jun 30, 2024 |
As of Jun 30 2024, Meridian's biggest institutional seller is ARROWSTREET CAPITAL, LIMITED PARTNERSHIP. The company sold -29.32K shares of MRBK, valued at $149.00K.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PNC FINANCIAL SERVICES GROUP, INC. | 0.03% | - | 3,000 | 3,000 | 100.00% | 31,560 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | - | - | 1 | 1 | 100.00% | 11 | Jun 30, 2024 |
Meridian's largest new institutional shareholder by number of shares is PNC FINANCIAL SERVICES GROUP, INC., purchased 3.00K shares, valued at $31.56K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| IFP ADVISORS, INC | - | - | - | -516 | -100.00% | - | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | - | - | - | -72 | -100.00% | - | Jun 30, 2024 |
Meridian's largest sold out institutional shareholder by shares sold is IFP ADVISORS, INC, sold -0.52K shares, valued at -, as of undefined.
Meridian Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Angel Oak Financial Strategies Income Term Trust | 0.92% | 4,000,000 | - | - | Jan 31, 2024 |
| Angel Oak Financial Strategies Income Term Trust | 0.92% | 4,000,000 | - | - | Jan 31, 2024 |
| CALDWELL & ORKIN FUNDS INC | 0.84% | 11,402 | -1,286 | -10.14% | Jan 31, 2024 |
| THOMPSON IM FUNDS INC | 0.63% | 10,000,000 | - | - | Feb 29, 2024 |
| THOMPSON IM FUNDS INC | 0.63% | 10,000,000 | - | - | Feb 29, 2024 |
| AMERICAN PENSION INVESTORS TRUST | 0.33% | 2,000,000 | - | - | Jan 31, 2024 |
| AMERICAN PENSION INVESTORS TRUST | 0.33% | 2,000,000 | - | - | Jan 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.04% | 87,843 | - | - | Mar 28, 2024 |
| ANCORA TRUST | 0.03% | 5,789 | - | - | Mar 31, 2024 |
| Vericimetry Funds | 0.03% | 2,380 | - | - | Mar 31, 2024 |
| Angel Oak Funds Trust | 0.02% | 2,000,000 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.02% | 9,782 | - | - | Mar 31, 2024 |
| AMG Funds I | 0.01% | 12,004 | - | - | Jan 31, 2024 |
| SSGA FUNDS | 0.00% | 735 | - | - | Feb 29, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 884 | - | - | Mar 31, 2024 |
| FIDELITY PURITAN TRUST | 0.00% | 70,300 | - | - | Jan 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 511,673 | -143,789 | -21.94% | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 7,428 | - | - | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 905 | - | - | Dec 31, 2023 |
| UNIFIED SERIES TRUST | 0.00% | 9,500 | - | - | Mar 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 1,900 | - | - | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 79,702 | 3,494 | 4.58% | Feb 29, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 8,472 | - | - | Mar 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 589 | - | - | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 474 | - | - | Mar 31, 2024 |
| GPS Funds I | 0.00% | 712 | - | - | Mar 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 7,734 | - | - | Feb 29, 2024 |
| RBC FUNDS TRUST | 0.00% | 13,000 | - | - | Mar 28, 2024 |
| JPMORGAN INSURANCE TRUST | 0.00% | 1,400 | - | - | Mar 31, 2023 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 106,412 | 27,063 | 34.11% | Jan 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 3,846 | - | - | Jan 31, 2024 |
| VALIC Co II | 0.00% | 3,000 | 100 | 3.45% | Feb 28, 2021 |
| SunAmerica Specialty Series | 0.00% | 44 | - | - | Apr 30, 2021 |
| RUSSELL INVESTMENT CO | 0.00% | 17,341 | - | - | Jan 31, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 4,568 | - | - | Mar 31, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.00% | 6,000 | - | - | Mar 31, 2024 |
| Dimensional ETF Trust | 0.00% | 21,045 | - | - | Jan 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.00% | 1,430 | - | - | Mar 31, 2024 |
| Voya INVESTORS TRUST | 0.00% | 2,200 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 4,264 | 20 | 0.47% | Feb 29, 2024 |
| DIMENSIONAL INVESTMENT GROUP INC | 0.00% | 511 | - | - | Jan 31, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 3,284 | - | - | Mar 31, 2024 |
| NORTHERN FUNDS | 0.00% | 3,074 | - | - | Mar 28, 2024 |
| VALIC Co I | 0.00% | 5,250 | - | - | Feb 29, 2024 |
| Segall Bryant & Hamill Trust | 0.00% | 329 | - | - | Mar 31, 2024 |
| MAINSTAY FUNDS TRUST | 0.00% | 3,700 | - | - | Jan 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 1,000 | - | - | Mar 31, 2024 |
| FINANCIAL INVESTORS TRUST | 0.00% | 984 | - | - | Jan 31, 2024 |
| WisdomTree Trust | 0.00% | 25,450 | - | - | Feb 29, 2024 |
| PACE SELECT ADVISORS TRUST | 0.00% | 3,822 | - | - | Jan 31, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 300 | - | - | Mar 28, 2024 |
| PGIM ETF TRUST | 0.00% | 672 | - | - | Feb 29, 2024 |
| ProFunds | 0.00% | 117 | - | - | Mar 31, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 1,207 | 562 | 87.13% | Jan 31, 2024 |
| FIDELITY SALEM STREET TRUST | 0.00% | 34,409 | - | - | Mar 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 15,708 | - | - | Feb 29, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 1,220 | 213 | 21.15% | Jan 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 927 | - | - | Feb 29, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 4,301 | - | - | Mar 31, 2024 |
| DFA INVESTMENT TRUST CO | 0.00% | 511 | - | - | Jan 31, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 303 | - | - | Feb 29, 2024 |
| TIAA-CREF FUNDS | 0.00% | 8,582 | - | - | Mar 31, 2024 |
| ADVANCED SERIES TRUST | 0.00% | 7,600 | - | - | Mar 28, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 48 | - | - | Feb 29, 2024 |
| AMERICAN BEACON FUNDS | 0.00% | 6,614 | - | - | Feb 29, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 581 | - | - | Mar 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 1,508 | - | - | Mar 31, 2024 |
| iSHARES TRUST | 0.00% | 20,118 | -548 | -2.65% | Mar 31, 2024 |
| PACIFIC SELECT FUND | 0.00% | 3,830 | - | - | Mar 31, 2024 |
| Blackstone Alternative Investment Funds | 0.00% | 100 | - | - | Mar 31, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 1,816 | - | - | Mar 31, 2024 |
| SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 1,903 | - | - | Dec 31, 2023 |
| MASSMUTUAL SELECT FUNDS | 0.00% | 649 | - | - | Dec 31, 2023 |
| SEI INSTITUTIONAL INVESTMENTS TRUST | 0.00% | 11,600 | - | - | Feb 29, 2024 |
| Bridge Builder Trust | 0.00% | 2,199 | - | - | Mar 31, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 630 | - | - | Mar 31, 2024 |
| BlackRock Variable Series Funds, Inc. | 0.00% | 551 | - | - | Mar 31, 2024 |
Meridian's largest mutual fund holder by % of total assets is "Angel Oak Financial Strategies Income Term Trust", owning 4.00M shares, compromising 0.92% of its total assets.
Meridian Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 38 | -5.00% |
| 31 Mar, 24 | 40 | -9.09% |
| 31 Dec, 23 | 44 | 4.76% |
| 30 Sep, 23 | 42 | 2.44% |
| 30 Jun, 23 | 41 | -6.82% |
| 31 Mar, 23 | 44 | - |
| 31 Dec, 22 | 44 | 15.79% |
| 30 Sep, 22 | 38 | - |
| 30 Jun, 22 | 38 | -19.15% |
| 31 Mar, 22 | 47 | -7.84% |
| 31 Dec, 21 | 51 | 13.33% |
| 30 Sep, 21 | 45 | -8.16% |
| 30 Jun, 21 | 49 | -9.26% |
| 31 Mar, 21 | 54 | 10.20% |
| 31 Dec, 20 | 49 | 13.95% |
| 30 Sep, 20 | 43 | - |
| 30 Jun, 20 | 43 | 43.33% |
| 31 Mar, 20 | 30 | 20.00% |
| 31 Dec, 19 | 25 | -7.41% |
| 30 Sep, 19 | 27 | 3.85% |
| 30 Jun, 19 | 26 | 8.33% |
| 31 Mar, 19 | 24 | 9.09% |
| 31 Dec, 18 | 22 | -8.33% |
| 30 Sep, 18 | 24 | - |
| 30 Jun, 18 | 24 | 4.35% |
| 31 Mar, 18 | 23 | 4.55% |
| 31 Dec, 17 | 22 | - |
As of 30 Jun 24, 38 institutions are holding Meridian's shares, representing a decrease of -5.00% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 4,979,779 | -3.72% |
| 31 Mar, 24 | 5,172,082 | 1.02% |
| 31 Dec, 23 | 5,119,800 | 0.01% |
| 30 Sep, 23 | 5,119,137 | 0.23% |
| 30 Jun, 23 | 5,107,269 | -5.21% |
| 31 Mar, 23 | 5,387,918 | 94.71% |
| 31 Dec, 22 | 2,767,177 | -2.21% |
| 30 Sep, 22 | 2,829,856 | -3.23% |
| 30 Jun, 22 | 2,924,390 | -2.06% |
| 31 Mar, 22 | 2,986,036 | 1.41% |
| 31 Dec, 21 | 2,944,456 | 28.62% |
| 30 Sep, 21 | 2,289,285 | -2.12% |
| 30 Jun, 21 | 2,338,801 | -11.29% |
| 31 Mar, 21 | 2,636,365 | 4.14% |
| 31 Dec, 20 | 2,531,603 | 4.55% |
| 30 Sep, 20 | 2,421,479 | -7.33% |
| 30 Jun, 20 | 2,613,046 | 4.29% |
| 31 Mar, 20 | 2,505,573 | -13.48% |
| 31 Dec, 19 | 2,896,061 | -2.83% |
| 30 Sep, 19 | 2,980,321 | 1.18% |
| 30 Jun, 19 | 2,945,552 | 0.14% |
| 31 Mar, 19 | 2,941,437 | 0.80% |
| 31 Dec, 18 | 2,918,201 | 0.13% |
| 30 Sep, 18 | 2,914,535 | -1.58% |
| 30 Jun, 18 | 2,961,438 | -0.03% |
| 31 Mar, 18 | 2,962,333 | 4.91% |
| 31 Dec, 17 | 2,823,794 | - |
Meridian (MRBK) has 4.98M shares outstanding as of 30 Jun 24, down -3.72% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 44.91% | 2.07% |
| 31 Mar, 24 | 46.53% | 2.17% |
| 31 Dec, 23 | 46.30% | 2.16% |
| 30 Sep, 23 | 46.28% | 2.25% |
| 30 Jun, 23 | 45.31% | 1.98% |
| 31 Mar, 23 | 47.80% | 2.02% |
| 31 Dec, 22 | 48.59% | 2.09% |
| 30 Sep, 22 | 48.23% | 2.03% |
| 30 Jun, 22 | 48.75% | 1.98% |
| 31 Mar, 22 | 49.58% | 2.07% |
| 31 Dec, 21 | 48.89% | 0.85% |
| 30 Sep, 21 | 75.74% | 1.26% |
| 30 Jun, 21 | 77.55% | 1.00% |
| 31 Mar, 21 | 87.88% | 1.23% |
| 31 Dec, 20 | 84.64% | 1.34% |
| 30 Sep, 20 | 79.41% | 1.08% |
| 30 Jun, 20 | 85.76% | 1.39% |
| 31 Mar, 20 | 78.52% | 0.96% |
| 31 Dec, 19 | 90.40% | 1.04% |
| 30 Sep, 19 | 93.03% | 4.40% |
| 30 Jun, 19 | 45.97% | 0.55% |
| 31 Mar, 19 | 91.82% | 1.10% |
| 31 Dec, 18 | 91.24% | 1.10% |
| 30 Sep, 18 | 91.05% | 1.06% |
| 30 Jun, 18 | 92.62% | 4.31% |
| 31 Mar, 18 | 46.34% | 0.53% |
| 31 Dec, 17 | 93.51% | - |
As of 30 Jun 24, Meridian is held by 44.91% institutional shareholders, representing a 2.07% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 10 | -37.50% |
| 31 Mar, 24 | 16 | -23.81% |
| 31 Dec, 23 | 21 | 75.00% |
| 30 Sep, 23 | 12 | - |
| 30 Jun, 23 | 12 | -70.00% |
| 31 Mar, 23 | 40 | 135.29% |
| 31 Dec, 22 | 17 | 41.67% |
| 30 Sep, 22 | 12 | - |
| 30 Jun, 22 | 12 | -40.00% |
| 31 Mar, 22 | 20 | -9.09% |
| 31 Dec, 21 | 22 | 69.23% |
| 30 Sep, 21 | 13 | -38.10% |
| 30 Jun, 21 | 21 | -27.59% |
| 31 Mar, 21 | 29 | 11.54% |
| 31 Dec, 20 | 26 | 85.71% |
| 30 Sep, 20 | 14 | -56.25% |
| 30 Jun, 20 | 32 | 128.57% |
| 31 Mar, 20 | 14 | 133.33% |
| 31 Dec, 19 | 6 | -33.33% |
| 30 Sep, 19 | 9 | -40.00% |
| 30 Jun, 19 | 15 | 87.50% |
| 31 Mar, 19 | 8 | - |
| 31 Dec, 18 | 8 | -33.33% |
| 30 Sep, 18 | 12 | -14.29% |
| 30 Jun, 18 | 14 | 55.56% |
| 31 Mar, 18 | 9 | -59.09% |
| 31 Dec, 17 | 22 | - |
10 institutional shareholders have increased their position in MRBK stock as of 30 Jun 24 compared to 16 in the previous quarter (a -37.50% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 16 | -5.88% |
| 31 Mar, 24 | 17 | 70.00% |
| 31 Dec, 23 | 10 | -33.33% |
| 30 Sep, 23 | 15 | -6.25% |
| 30 Jun, 23 | 16 | 300.00% |
| 31 Mar, 23 | 4 | -73.33% |
| 31 Dec, 22 | 15 | - |
| 30 Sep, 22 | 15 | 15.38% |
| 30 Jun, 22 | 13 | -13.33% |
| 31 Mar, 22 | 15 | -11.76% |
| 31 Dec, 21 | 17 | -5.56% |
| 30 Sep, 21 | 18 | -10.00% |
| 30 Jun, 21 | 20 | 66.67% |
| 31 Mar, 21 | 12 | 33.33% |
| 31 Dec, 20 | 9 | -50.00% |
| 30 Sep, 20 | 18 | 125.00% |
| 30 Jun, 20 | 8 | 14.29% |
| 31 Mar, 20 | 7 | - |
| 31 Dec, 19 | 7 | 16.67% |
| 30 Sep, 19 | 6 | 100.00% |
| 30 Jun, 19 | 3 | -62.50% |
| 31 Mar, 19 | 8 | 100.00% |
| 31 Dec, 18 | 4 | -20.00% |
| 30 Sep, 18 | 5 | 66.67% |
| 30 Jun, 18 | 3 | - |
| 31 Mar, 18 | 3 | - |
| 31 Dec, 17 | - | - |
16 institutional shareholders have reduced their position in MRBK stock as of 30 Jun 24 compared to 17 in the previous quarter (a -5.88% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 38 | -5.00% | 4,979,779 | -3.72% | 44.91% | 2.07% | 10 | -37.50% | 16 | -5.88% |
| 31 Mar, 24 | 40 | -9.09% | 5,172,082 | 1.02% | 46.53% | 2.17% | 16 | -23.81% | 17 | 70.00% |
| 31 Dec, 23 | 44 | 4.76% | 5,119,800 | 0.01% | 46.30% | 2.16% | 21 | 75.00% | 10 | -33.33% |
| 30 Sep, 23 | 42 | 2.44% | 5,119,137 | 0.23% | 46.28% | 2.25% | 12 | - | 15 | -6.25% |
| 30 Jun, 23 | 41 | -6.82% | 5,107,269 | -5.21% | 45.31% | 1.98% | 12 | -70.00% | 16 | 300.00% |
| 31 Mar, 23 | 44 | - | 5,387,918 | 94.71% | 47.80% | 2.02% | 40 | 135.29% | 4 | -73.33% |
| 31 Dec, 22 | 44 | 15.79% | 2,767,177 | -2.21% | 48.59% | 2.09% | 17 | 41.67% | 15 | - |
| 30 Sep, 22 | 38 | - | 2,829,856 | -3.23% | 48.23% | 2.03% | 12 | - | 15 | 15.38% |
| 30 Jun, 22 | 38 | -19.15% | 2,924,390 | -2.06% | 48.75% | 1.98% | 12 | -40.00% | 13 | -13.33% |
| 31 Mar, 22 | 47 | -7.84% | 2,986,036 | 1.41% | 49.58% | 2.07% | 20 | -9.09% | 15 | -11.76% |
| 31 Dec, 21 | 51 | 13.33% | 2,944,456 | 28.62% | 48.89% | 0.85% | 22 | 69.23% | 17 | -5.56% |
| 30 Sep, 21 | 45 | -8.16% | 2,289,285 | -2.12% | 75.74% | 1.26% | 13 | -38.10% | 18 | -10.00% |
| 30 Jun, 21 | 49 | -9.26% | 2,338,801 | -11.29% | 77.55% | 1.00% | 21 | -27.59% | 20 | 66.67% |
| 31 Mar, 21 | 54 | 10.20% | 2,636,365 | 4.14% | 87.88% | 1.23% | 29 | 11.54% | 12 | 33.33% |
| 31 Dec, 20 | 49 | 13.95% | 2,531,603 | 4.55% | 84.64% | 1.34% | 26 | 85.71% | 9 | -50.00% |
| 30 Sep, 20 | 43 | - | 2,421,479 | -7.33% | 79.41% | 1.08% | 14 | -56.25% | 18 | 125.00% |
| 30 Jun, 20 | 43 | 43.33% | 2,613,046 | 4.29% | 85.76% | 1.39% | 32 | 128.57% | 8 | 14.29% |
| 31 Mar, 20 | 30 | 20.00% | 2,505,573 | -13.48% | 78.52% | 0.96% | 14 | 133.33% | 7 | - |
| 31 Dec, 19 | 25 | -7.41% | 2,896,061 | -2.83% | 90.40% | 1.04% | 6 | -33.33% | 7 | 16.67% |
| 30 Sep, 19 | 27 | 3.85% | 2,980,321 | 1.18% | 93.03% | 4.40% | 9 | -40.00% | 6 | 100.00% |
| 30 Jun, 19 | 26 | 8.33% | 2,945,552 | 0.14% | 45.97% | 0.55% | 15 | 87.50% | 3 | -62.50% |
| 31 Mar, 19 | 24 | 9.09% | 2,941,437 | 0.80% | 91.82% | 1.10% | 8 | - | 8 | 100.00% |
| 31 Dec, 18 | 22 | -8.33% | 2,918,201 | 0.13% | 91.24% | 1.10% | 8 | -33.33% | 4 | -20.00% |
| 30 Sep, 18 | 24 | - | 2,914,535 | -1.58% | 91.05% | 1.06% | 12 | -14.29% | 5 | 66.67% |
| 30 Jun, 18 | 24 | 4.35% | 2,961,438 | -0.03% | 92.62% | 4.31% | 14 | 55.56% | 3 | - |
| 31 Mar, 18 | 23 | 4.55% | 2,962,333 | 4.91% | 46.34% | 0.53% | 9 | -59.09% | 3 | - |
| 31 Dec, 17 | 22 | - | 2,823,794 | - | 93.51% | - | 22 | - | - | - |
Meridian Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
All Insider Owners Trades
The last insider buy of MRBK was made by Lindsay Denise on Aug 12 2024, buying 1,500 shares at $10.68 per share (worth $16.02K).
Meridian Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 12 | - | - |
| Q1 2024 | 10 | - | - |
| Q4 2023 | 14 | 1 | 1400.00% |
| Q2 2023 | 70 | - | - |
| Q1 2023 | 15 | 8 | 187.50% |
| Q4 2022 | - | 1 | - |
| Q3 2022 | 9 | - | - |
| Q2 2022 | 2 | 1 | 200.00% |
| Q1 2022 | 21 | - | - |
| Q4 2021 | 12 | - | - |
| Q3 2021 | 34 | - | - |
| Q2 2021 | 10 | 2 | 500.00% |
| Q1 2021 | 13 | 6 | 216.67% |
| Q4 2020 | 12 | - | - |
| Q3 2020 | 10 | 1 | 1000.00% |
| Q2 2020 | 23 | - | - |
| Q1 2020 | 13 | 3 | 433.33% |
| Q3 2019 | 5 | - | - |
| Q2 2019 | 6 | - | - |
| Q4 2018 | 1 | 1 | 100.00% |
12 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Meridian's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 11 | - | - |
| Q1 2024 | 10 | - | - |
| Q4 2023 | 11 | - | - |
| Q2 2023 | 70 | - | - |
| Q1 2023 | 4 | - | - |
| Q4 2022 | - | - | - |
| Q3 2022 | - | - | - |
| Q2 2022 | 1 | - | - |
| Q1 2022 | 6 | - | - |
| Q4 2021 | - | - | - |
| Q3 2021 | 19 | - | - |
| Q2 2021 | - | - | - |
| Q1 2021 | - | - | - |
| Q4 2020 | 1 | - | - |
| Q3 2020 | 10 | - | - |
| Q2 2020 | 17 | - | - |
| Q1 2020 | 7 | - | - |
| Q3 2019 | 4 | - | - |
| Q2 2019 | 1 | - | - |
| Q4 2018 | 1 | - | - |
As of Q2 2024, Insider owners conducted 11 open market buy trades and 0 open market sell trades of Meridian's stocks.
Meridian Peer Ownership
| Ticker | Company |
|---|---|
| OFED | Oconee Federal Financial Corp. |
| LSBK | Lake Shore Bancorp, Inc. |
| ISTR | Investar Holding Corporation |
| FCAP | First Capital, Inc. |
| OVLY | Oak Valley Bancorp |
| FNWD | Finward Bancorp |
| CWBC | Community West Bancshares |
| FFNW | First Financial Northwest, Inc. |
| HMNF | HMN Financial, Inc. |
| HVBC | HV Bancorp, Inc. |
| HFBL | Home Federal Bancorp, Inc. of Louisiana |
| FNWB | First Northwest Bancorp |
| MGYR | Magyar Bancorp, Inc. |
MRBK Ownership FAQ
Who Owns Meridian?
Meridian is owned by institutional shareholders (44.91%), insiders (20.50%), and public (34.59%). The largest institutional shareholder of Meridian is FOURTHSTONE LLC (10.09% of total shares) and the top mutual fund owner is Angel Oak Financial Strategies Income Term Trust (0.92% of total shares).
Who are the major institutional shareholders of Meridian?
Meridian's major institutional shareholders are FOURTHSTONE LLC, BANC FUNDS CO LLC, STRATEGIC VALUE BANK PARTNERS LLC, VANGUARD GROUP INC, and FIRST MANHATTAN CO. LLC.. The top five shareholders own together 30.90% of the company's share outstanding.
How many Meridian shareholders are there?
As of Jun 2024, there are 38 institutional shareholders of Meridian.
What percentage of Meridian is owned by FOURTHSTONE LLC?
FOURTHSTONE LLC owns 1.12M shares of Meridian, representing 10.09% of the company's total shares outstanding, valued at $11.77M (as of Jun 2024).
What percentage of Meridian is owned by BANC FUNDS CO LLC?
As of Jun 2024, BANC FUNDS CO LLC holds 791.7K shares of Meridian (MRBK), compromising 7.14% of the company, valued at $8.33M.
What percentage of Meridian is owned by STRATEGIC VALUE BANK PARTNERS LLC?
STRATEGIC VALUE BANK PARTNERS LLC is the third largest holder of Meridian. The company owns 651.3K of the company's shares outstanding (worth $6.85M).