Patriot National Bancorp Ownership | Who Owns Patriot National Bancorp?
Patriot National Bancorp Ownership Summary
Patriot National Bancorp is owned by 13.81% institutional investors, 38.91% insiders, and 47.29% retail investors. Angel oak capital advisors is the largest institutional shareholder, holding 4.21% of PNBK shares. AQR Diversified Arbitrage I is the top mutual fund, with 1.81% of its assets in Patriot National Bancorp shares.
PNBK Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Patriot National Bancorp | 13.81% | 38.91% | 47.29% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Regional Banks Stocks | 38.94% | 12.65% | 48.41% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Angel oak capital advisors | 3.29M | 4.21% | $5.99M |
| Blackrock funding, inc. /de | 2.62M | 3.36% | $3.41M |
| Vanguard group | 1.77M | 2.26% | $3.22M |
| Geode capital management | 1.21M | 1.55% | $1.57M |
| Curated wealth partners | 881.30K | 1.13% | $1.60M |
| Northeast financial consultants | 39.12K | 0.98% | $75.90K |
| Northern trust | 713.90K | 0.91% | $928.08K |
| State street | 589.00K | 0.75% | $765.70K |
| Miracle mile advisors | 434.75K | 0.56% | $791.24K |
| Hightower advisors | 295.00K | 0.38% | $536.90K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Angel oak capital advisors | 3.29M | 8.71% | $5.99M |
| Curated wealth partners | 881.30K | 0.17% | $1.60M |
| Rinkey investments | 121.83K | 0.06% | $221.73K |
| Blackdiamond wealth management | 50.00K | 0.04% | $65.00K |
| Blue sky capital consultants group | 20.50K | 0.02% | $37.31K |
| Elyxium wealth | 25.96K | 0.01% | $47.25K |
| Falcon wealth planning | 85.00K | 0.01% | $154.70K |
| Miracle mile advisors | 434.75K | 0.01% | $791.24K |
| Westmount partners | 20.00K | 0.01% | $36.40K |
| Axxcess wealth management | 213.33K | 0.01% | $277.33K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Angel oak capital advisors | 3.29M | 8.71% | 3.14M |
| Vanguard group | 1.77M | - | 480.83K |
| Blackrock funding, inc. /de | 2.62M | 0.00% | 455.39K |
| State street | 589.00K | - | 197.67K |
| Geode capital management | 1.21M | 0.00% | 162.61K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Caldwell sutter capital | - | - | -148.40K |
| Boothbay fund management | - | - | -110.46K |
| Aqr arbitrage | - | - | -110.41K |
| Elyxium wealth | 25.96K | 0.01% | -89.88K |
| Siguler guff advisers | - | - | -75.93K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Ci private wealth | 39.12K | 0.00% | 39.12K | $50.86K |
| Police & firemen's retirement system of new jersey | 24.77K | 0.00% | 24.77K | $32.20K |
| Westmount partners | 20.00K | 0.01% | 20.00K | $36.40K |
| Sg americas securities | 16.45K | - | 16.45K | $30.00K |
| Proshare advisors | 12.52K | - | 12.52K | $22.79K |
Sold Out
| Holder | Change |
|---|---|
| Cornerstone planning group | -100.00 |
| Almanack investment partners, llc. | -10.00K |
| Bridgeway capital management | -10.18K |
| Magnus financial group | -14.50K |
| Hrt financial lp | -15.71K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 61 | 8.93% | 10,785,036 | -53.17% | 13 | 1.59% | 31 | -38.00% | 13 | 333.33% |
| Jun 30, 2025 | 55 | 243.75% | 23,019,765 | 498.77% | 173 | 1.85% | 49 | 512.50% | 3 | 50.00% |
| Mar 31, 2025 | 16 | 14.29% | 3,844,500 | 375.60% | 96 | 23.39% | 8 | 100.00% | 2 | -33.33% |
| Dec 31, 2024 | 6 | -60.00% | 620,344 | -39.25% | 15 | 2.37% | 3 | 50.00% | 1 | -83.33% |
| Sep 30, 2024 | 15 | -21.05% | 1,021,096 | -27.32% | 25 | 2.06% | 2 | -60.00% | 6 | -25.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| AQR Diversified Arbitrage I | 71.97K | 1.81% | -39.25K |
| iShares Russell 2000 ETF | 950.26K | 0.99% | - |
| Vanguard US Total Market Shares ETF | 25.39K | 0.64% | -7.11K |
| Vanguard Total Stock Mkt Idx Inv | 25.39K | 0.64% | -7.11K |
| Angel Oak Financial Strats Income Term | 507.62K | 0.60% | -159.10K |
| Vanguard Institutional Extnd Mkt Idx Tr | 517.96K | 0.56% | -236.02K |
| Fidelity Small Cap Index | 442.28K | 0.48% | 442.28K |
| iShares Russell 2000 Growth ETF | 373.93K | 0.39% | - |
| Fidelity Extended Market Index | 248.51K | 0.26% | 5.71K |
| Vanguard Russell 2000 ETF | 207.21K | 0.22% | -16.53K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 13, 2025 | Carrazza Michael A. | Chairman of the Board | Buy | $649.49K |
| Mar 20, 2025 | Sugarman Steven | President | Buy | $5.26M |
| Mar 20, 2025 | Sugarman Steven | President | Buy | $14.38K |
| Sep 01, 2020 | RUSSELL ROBERT GLENN | President & CEO | Buy | $15.64K |
| Sep 01, 2020 | RUSSELL ROBERT GLENN | President & CEO | Buy | $14.68K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | - |
| 2025 Q2 | 1 | - |
| 2025 Q1 | 2 | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
PNBK Ownership FAQ
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