USCB Financial Ownership | Who Owns USCB Financial?
USCB Financial Ownership Summary
USCB Financial is owned by 61.77% institutional investors, 25.11% insiders, and 13.12% retail investors. Patriot financial partners gp, lp is the largest institutional shareholder, holding 22.85% of USCB shares. RMB Mendon Financial Services A is the top mutual fund, with 2.91% of its assets in USCB Financial shares.
USCB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | USCB Financial | 61.77% | 25.11% | 13.12% |
| Sector | Financial Services Stocks | 43.66% | 12.57% | 43.78% |
| Industry | Regional Banks Stocks | 49.60% | 11.62% | 38.78% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Patriot financial partners gp, lp | 4.49M | 22.85% | $57.55M |
| Endeavour capital advisors | 1.38M | 7.02% | $17.68M |
| Alliancebernstein | 919.72K | 4.68% | $11.80M |
| Blackrock | 645.66K | 3.29% | $8.28M |
| Mendon capital advisors | 610.14K | 3.11% | $9.63M |
| Rmb capital management | 610.14K | 3.11% | $7.83M |
| Basswood capital management | 448.96K | 2.29% | $5.76M |
| Vanguard group | 434.30K | 2.21% | $5.57M |
| Pacific ridge capital partners | 416.66K | 2.12% | $5.35M |
| Maltese capital management | 334.60K | 1.70% | $4.29M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Patriot financial partners gp, lp | 4.49M | 22.62% | $57.55M |
| Endeavour capital advisors | 1.38M | 6.15% | $17.68M |
| Mendon capital advisors | 610.14K | 5.34% | $9.63M |
| Elizabeth park capital advisors | 118.86K | 1.32% | $1.52M |
| Pacific ridge capital partners | 416.66K | 1.28% | $5.35M |
| Maltese capital management | 334.60K | 0.79% | $4.29M |
| Elco management | 58.21K | 0.43% | $746.82K |
| Basswood capital management | 448.96K | 0.37% | $5.76M |
| Salzhauer michael | 31.00K | 0.31% | $397.73K |
| Banc funds | 166.33K | 0.25% | $2.13M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Mendon capital advisors | 610.14K | 5.34% | 524.40K |
| Goldman sachs group | 80.93K | 0.00% | 80.93K |
| Renaissance | 66.40K | 0.00% | 31.19K |
| Citadel advisors | 22.92K | 0.00% | 22.92K |
| Millennium management | 17.86K | 0.00% | 17.86K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Rmb capital management | 610.14K | 0.19% | -85.53K |
| Banc funds | 166.33K | 0.25% | -43.40K |
| Maltese capital management | 334.60K | 0.79% | -40.40K |
| Raymond james & associates | - | - | -22.09K |
| Pacific ridge capital partners | 416.66K | 1.28% | -17.94K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Citadel advisors | 22.92K | 0.00% | 22.92K | $294.02K |
| Millennium management | 17.86K | 0.00% | 17.86K | $229.14K |
| Deutsche bank ag\ | 11.80K | 0.00% | 11.80K | $151.34K |
| Hsbc | 10.80K | 0.00% | 10.80K | $133.54K |
| Corebridge financial | 5.63K | 0.00% | 5.63K | $72.27K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -1.00 |
| Covestor | -61.00 |
| American group | -5.19K |
| Jane street group | -10.03K |
| Lsv asset management | -10.20K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 65 | 8.33% | 12,120,770 | 2.65% | 61 | 1.71% | 33 | 3.13% | 17 | - |
| Jun 30, 2024 | 60 | 15.38% | 11,807,673 | 5.20% | 60 | 1.84% | 32 | 68.42% | 17 | -19.05% |
| Mar 31, 2024 | 52 | - | 11,223,968 | -6.36% | 57 | 1.52% | 19 | -36.67% | 21 | 110.00% |
| Dec 31, 2023 | 52 | 10.64% | 11,985,998 | 4.12% | 61 | 1.78% | 30 | 100.00% | 10 | -33.33% |
| Sep 30, 2023 | 47 | -2.08% | 11,511,830 | 1.03% | 58 | 1.78% | 15 | -25.00% | 15 | 7.14% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| RMB Mendon Financial Services A | 570.64K | 2.91% | - |
| Pacific Ridge Capital Ptnrs Micro Cp Val | 386.61K | 1.97% | -22.70K |
| iShares Russell 2000 ETF | 266.95K | 1.36% | -602.00 |
| Vanguard Total Stock Mkt Idx Inv | 213.02K | 1.07% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 154.10K | 0.79% | - |
| Adara Smaller Companies | 145.67K | 0.73% | -2.19K |
| Fidelity Small Cap Index | 107.95K | 0.55% | 129.00 |
| Acuitas US Microcap Strategy | 101.65K | 0.52% | -870.00 |
| iShares Russell 2000 Value ETF | 85.72K | 0.44% | - |
| Kennedy Bank Sector | 69.67K | 0.36% | -1.83K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 16, 2024 | RODRIGUEZ RAMON A | - | Buy | $87.66K |
| May 29, 2024 | RODRIGUEZ RAMON A | - | Buy | $19.14K |
| May 24, 2024 | Anderson Robert B. | Executive VP and CFO | Buy | $3.24K |
| May 23, 2024 | Anderson Robert B. | Executive VP and CFO | Buy | $84.84K |
| May 16, 2024 | Anderson Robert B. | Executive VP and CFO | Buy | $6.38K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | 1 | - |
| 2024 Q2 | 10 | - |
| 2024 Q1 | 5 | - |
| 2023 Q4 | 2 | - |
USCB Ownership FAQ
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