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Patriot National Bancorp Ownership | Who Owns Patriot National Bancorp?

OverviewRevenueFinancialsChart

Patriot National Bancorp Ownership Summary

Patriot National Bancorp is owned by 96.69% institutional investors, 39.92% insiders. Caldwell sutter capital is the largest institutional shareholder, holding 3.78% of PNBK shares. Angel Oak Financial Strats Income Term is the top mutual fund, with 16.77% of its assets in Patriot National Bancorp shares.

PNBK Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockPatriot National Bancorp96.69%39.92%-36.61%
SectorFinancial Services Stocks 71.97%15.39%12.64%
IndustryRegional Banks Stocks38.06%12.02%49.92%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Caldwell sutter capital150.40K3.78%$291.78K
Silvercrest asset management group126.60K3.18%$245.60K
Northeast financial consultants39.12K0.98%$75.90K
Larson financial group37.70K0.95%$73.14K
Geode capital management23.10K0.58%$42.53K
Vanguard group19.68K0.49%$36.20K
Bridgeway capital management18.68K0.47%$34.38K
Blackrock2.84K0.07%$5.30K
Tower research capital llc (trc)1.68K0.04%$3.27K
Morgan stanley1.50K0.04%$2.81K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Caldwell sutter capital150.40K0.14%$291.78K
Larson financial group37.70K0.00%$73.14K
Northeast financial consultants39.12K0.00%$75.90K
Silvercrest asset management group126.60K0.00%$245.60K
Bridgeway capital management18.68K0.00%$34.38K
Tower research capital llc (trc)1.68K0.00%$3.27K
Boothbay fund management---
Dimensional fund advisors lp---
Aqr arbitrage---
Cornerstone planning group---

Top Buyers

HolderShares% AssetsChange
Geode capital management23.10K-4.11K
Bank of america corp /de/264.00-264.00
Ubs group205.00-170.00
Northeast financial consultants39.12K0.00%-
Caldwell sutter capital150.40K0.14%-

Top Sellers

HolderShares% AssetsChange
Alliancebernstein---389.44K
Boothbay fund management---110.46K
Aqr arbitrage---110.41K
Siguler guff advisers---75.93K
Vanguard group19.68K--25.39K

Sold Out

HolderChange
Cornerstone planning group-100.00
Hrt financial lp-15.71K
Dimensional fund advisors lp-16.98K
Siguler guff advisers-75.93K
Aqr arbitrage-110.41K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 20251614.29%3,844,500375.60%9623.39%8100.00%2-33.33%
Dec 31, 20246-60.00%620,344-39.25%152.37%350.00%1-83.33%
Sep 30, 202415-21.05%1,021,096-27.32%252.06%2-60.00%6-25.00%
Jun 30, 20241911.76%1,404,881-8.67%352.35%566.67%8100.00%
Mar 31, 202417-5.56%1,538,326-1.03%382.52%3-50.00%433.33%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Angel Oak Financial Strats Income Term666.72K16.77%666.72K
AQR Diversified Arbitrage I71.97K1.81%-39.25K
Vanguard US Total Market Shares ETF25.39K0.64%-7.11K
Vanguard Total Stock Mkt Idx Inv25.39K0.64%-7.11K
Bridgeway Ultra-Small Company Market8.50K0.21%-
NT Ext Equity Mkt Idx Fd - L3.79K0.10%-
Vanguard Institutional Extnd Mkt Idx Tr27.17K0.04%9.00K
Spartan Extended Market Index Pool E1.23K0.03%91.00
SSgA U.S. Extended Market Index Class I1.08K0.03%-
LVIP Dimensional US Core Equity 2 Std972.000.02%-

Recent Insider Transactions

DateNameRoleActivityValue
May 13, 2025Carrazza Michael A. Chairman of the BoardBuy$649.49K
Mar 20, 2025Sugarman Steven PresidentBuy$5.26M
Mar 20, 2025Sugarman Steven PresidentBuy$14.38K
Sep 01, 2020RUSSELL ROBERT GLENN President & CEOBuy$15.64K
Sep 01, 2020RUSSELL ROBERT GLENN President & CEOBuy$14.68K

Insider Transactions Trends

DateBuySell
2025 Q21-
2025 Q12-
2024 Q4--
2024 Q3--
2024 Q2--

PNBK Ownership FAQ

Who Owns Patriot National Bancorp?

Patriot National Bancorp shareholders are primarily institutional investors at 96.69%, followed by 39.92% insiders and -36.61% retail investors. The average institutional ownership in Patriot National Bancorp's industry, Regional Banks Stocks, is 38.06%, which Patriot National Bancorp exceeds.

Who owns the most shares of Patriot National Bancorp?

Patriot National Bancorp’s largest shareholders are Caldwell sutter capital (150.4K shares, 3.78%), Silvercrest asset management group (126.6K shares, 3.18%), and Northeast financial consultants (39.12K shares, 0.98%). Together, they hold 7.95% of Patriot National Bancorp’s total shares outstanding.

Does Blackrock own Patriot National Bancorp?

Yes, BlackRock owns 0.07% of Patriot National Bancorp, totaling 2.84K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 5.3K$. In the last quarter, BlackRock decreased its holdings by -3.392K shares, a -54.46% change.

Who is Patriot National Bancorp’s biggest shareholder by percentage of total assets invested?

Caldwell sutter capital is Patriot National Bancorp’s biggest shareholder by percentage of total assets invested, with 0.14% of its assets in 150.4K Patriot National Bancorp shares, valued at 291.78K$.

Who is the top mutual fund holder of Patriot National Bancorp shares?

Angel Oak Financial Strats Income Term is the top mutual fund holder of Patriot National Bancorp shares, with 16.77% of its total shares outstanding invested in 666.72K Patriot National Bancorp shares.

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