Patriot National Bancorp Ownership | Who Owns Patriot National Bancorp?


OverviewRevenueFinancialsChart

Patriot National Bancorp Ownership Summary


Patriot National Bancorp is owned by 15.60% institutional investors, 55.94% insiders, and 28.46% retail investors. Alliancebernstein is the largest institutional shareholder, holding 9.79% 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 Bancorp15.60%55.94%28.46%
SectorFinancial Services Stocks 40.29%14.61%45.11%
IndustryRegional Banks Stocks42.21%12.07%45.72%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Alliancebernstein389.44K9.79%$755.52K
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

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
Alliancebernstein389.44K0.00%$755.52K
Tower research capital llc (trc)1.68K0.00%$3.27K
Dimensional fund advisors lp---
Aqr arbitrage---
Cornerstone planning group---

Top Buyers

HolderShares% AssetsChange
Geode capital management23.10K-4.11K
Alliancebernstein389.44K0.00%401.00
Bank of america corp /de/264.00-264.00
Ubs group205.00-170.00
Northeast financial consultants39.12K0.00%-

Top Sellers

HolderShares% AssetsChange
Boothbay fund management---110.46K
Aqr arbitrage---110.41K
Siguler guff advisers---75.93K
Vanguard group19.68K--25.39K
Dimensional fund advisors lp---16.98K

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 %
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%
Dec 31, 2023185.88%1,554,396-2.22%392.44%620.00%3200.00%

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
Vanguard Institutional Extnd Mkt Idx Tr18.17K0.46%-
Fidelity Extended Market Index11.80K0.30%-75.00
Bridgeway Omni Small-Cap Value N10.18K0.26%-5.00K
Bridgeway Omni Small-Cap Value10.18K0.26%-5.00K
Bridgeway Ultra-Small Company Market8.50K0.21%-
Fidelity Total Market Index4.10K0.10%-

Recent Insider Transactions


DateNameRoleActivityValue
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
Aug 17, 2018Staudmyer Frederick Secretary and Chief HR OfficerSell$792.00K

Insider Transactions Trends


DateBuySell
2024 Q2--
2024 Q1--
2023 Q4--
2023 Q3--
2023 Q2--

PNBK Ownership FAQ


Who Owns Patriot National Bancorp?

Patriot National Bancorp shareholders are primarily institutional investors at 15.60%, followed by 55.94% insiders and 28.46% retail investors. The average institutional ownership in Patriot National Bancorp's industry, Regional Banks Stocks, is 42.21%, which Patriot National Bancorp falls below.

Who owns the most shares of Patriot National Bancorp?

Patriot National Bancorp’s largest shareholders are Alliancebernstein (389.44K shares, 9.79%), Caldwell sutter capital (150.4K shares, 3.78%), and Silvercrest asset management group (126.6K shares, 3.18%). Together, they hold 16.76% 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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