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Manhattan Bridge Capital (LOAN) Institutional Ownership

Manhattan Bridge Capital logo
$4.26 +0.03 (+0.71%)
Closing price 07/9/2026 04:00 PM Eastern
Extended Trading
$4.26 0.00 (0.00%)
As of 07/9/2026 07:17 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Manhattan Bridge Capital (NASDAQ:LOAN)

Current
Institutional Ownership
Percentage
21.84%
Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$5.01M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$2.80M
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LOAN Institutional Buying and Selling by Quarter

Manhattan Bridge Capital Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/8/2026 DWR Wealth Management LLC50,744$229K0.2%-41.5%0.444%
7/8/2026 Apella Capital LLC34,173$154K0.0%-9.6%0.299%
7/8/2026 Eclectic Associates Inc. ADV41,976$190K0.0%N/A0.367%
5/14/2026Renaissance Technologies LLC196,018$872K0.0%+7.9%1.715%
5/6/2026Frazier Financial Advisors LLC203,866$907K0.5%+156.0%1.784%
5/2/2026International Assets Investment Management LLC27,266$124K0.0%-7.9%0.239%
4/20/2026 Apella Capital LLC37,814$175K0.0%-8.4%0.331%
2/18/2026Mercer Global Advisors Inc. ADV356,978$1.66M0.0%-1.8%3.121%
2/18/2026Bridgeway Capital Management LLC19,516$91K0.0%+28.3%0.171%
2/17/2026Advisory Services Network LLC11,806$55K0.0%-29.5%0.103%
2/17/2026Rothschild Wealth LLC25,380$118K0.0%N/A0.222%
2/13/2026Kestra Advisory Services LLC25,877$120K0.0%+94.2%0.226%
2/13/2026Gen Wealth Partners Inc34,674$161K0.0%N/A0.303%
2/12/2026Renaissance Technologies LLC181,728$845K0.0%+4.5%1.589%
2/12/2026Moneta Group Investment Advisors LLC31,310$146K0.0%+72.3%0.274%
2/11/2026LPL Financial LLC59,998$279K0.0%-17.5%0.524%
2/9/2026Geode Capital Management LLC112,087$521K0.0%+2.8%0.980%
2/9/2026Melia Wealth LLC447,638$2.08M1.0%+2.6%3.913%
2/9/2026Cary Street Partners Financial LLC40,544$189K0.0%-84.1%0.354%
2/9/2026Frazier Financial Advisors LLC79,637$370K0.2%+173.4%0.696%
2/5/2026Beese Fulmer Investment Management Inc.343,376$1.60M0.1%+200.9%3.002%
2/3/2026International Assets Investment Management LLC29,595$138K0.0%+8.8%0.259%
1/30/2026Certuity LLC50,185$233K0.0%-5.3%0.439%
1/23/2026Fortress Financial Solutions LLC147,298$685K0.7%-3.4%1.288%
1/21/2026 Apella Capital LLC41,275$192K0.0%N/A0.361%
1/21/2026OLIO Financial Planning65,875$306K0.1%-4.7%0.576%
11/25/2025Briaud Financial Planning Inc24,723$136K0.0%N/A0.216%
11/17/2025Mercer Global Advisors Inc. ADV363,572$2.00M0.0%+28.8%3.178%
11/17/2025Citadel Advisors LLC26,920$149K0.0%N/A0.235%
11/17/2025Bard Associates Inc.199,429$1.09M0.3%-44.1%1.743%
11/14/2025RW Investment Management LLC12,959$71K0.0%N/A0.113%
11/13/2025Certuity LLC52,987$291K0.0%-5.1%0.463%
11/13/2025Beese Fulmer Investment Management Inc.114,132$627K0.0%-6.8%0.998%
11/12/2025Melia Wealth LLC436,465$2.39M1.0%+15.3%3.816%
11/10/2025Cary Street Partners Financial LLC255,541$1.40M0.0%-1.8%2.234%
11/7/2025Vanguard Group Inc.383,385$2.12M0.0%+2.5%3.352%
10/31/2025Frazier Financial Advisors LLC29,126$160K0.1%+42.1%0.255%
10/20/2025Fortress Financial Solutions LLC152,430$837K0.9%+26.7%1.332%
10/16/2025OLIO Financial Planning69,108$379K0.1%-5.1%0.604%
9/4/2025Osaic Holdings Inc.5,632$31K0.0%+140.7%0.049%
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8/14/2025Certuity LLC55,855$306K0.0%N/A0.488%
8/14/2025Cary Street Partners Financial LLC260,205$1.42M0.0%-0.8%2.275%
8/13/2025Fortress Financial Solutions LLC120,282$658K0.8%+3.9%1.052%
7/29/2025International Assets Investment Management LLC27,211$149K0.0%N/A0.238%
7/28/2025Frazier Financial Advisors LLC20,500$112K0.1%N/A0.179%
7/28/2025Melia Wealth LLC378,533$2.07M1.0%+4.9%3.309%
7/25/2025Atria Wealth Solutions Inc.39,871$218K0.0%+57.2%0.349%
7/23/2025Hardy Reed LLC304,666$1.67M0.1%-21.1%2.663%
7/9/2025OLIO Financial Planning72,798$398K0.1%+196.3%0.636%
5/16/2025NewEdge Advisors LLC22,109$131K0.0%-21.2%0.193%
5/9/2025Chicago Partners Investment Group LLC50,000$296K0.0%N/A0.437%
5/9/2025Atria Wealth Solutions Inc.25,358$150K0.0%-9.1%0.222%
5/9/2025Cary Street Partners Financial LLC262,237$1.55M0.0%-12.8%2.292%
5/7/2025Melia Wealth LLC360,918$2.13M1.1%+2.8%3.155%
5/7/2025Bellwether Advisors LLC82,886$490K0.1%-21.5%0.725%
5/2/2025Hardy Reed LLC386,259$2.28M0.2%+4.3%3.377%
5/2/2025Kingsview Wealth Management LLC20,422$121K0.0%N/A0.179%
5/2/2025Fortress Financial Solutions LLC115,760$684K1.0%-5.3%1.012%
4/11/2025OLIO Financial Planning24,568$145K0.1%+17.5%0.215%
4/8/2025Beese Fulmer Investment Management Inc.120,796$714K0.1%-15.3%1.056%
3/24/2025Avant Financial Advisors LLC290,280$1.63M1.5%N/A2.538%
2/17/2025Gen Wealth Partners Inc38,740$217K0.1%+5.1%0.339%
2/17/2025Citadel Advisors LLC13,949$78K0.0%-36.5%0.122%
2/17/2025Cary Street Partners Financial LLC300,664$1.68M0.1%N/A2.628%
2/13/2025NewEdge Advisors LLC28,074$157K0.0%+28.4%0.245%
2/13/2025Melia Wealth LLC351,140$1.97M1.0%+3.0%3.069%
2/13/2025Advisory Services Network LLC17,375$97K0.0%N/A0.152%
2/13/2025Renaissance Technologies LLC153,200$858K0.0%-16.8%1.339%
2/11/2025LPL Financial LLC30,191$169K0.0%N/A0.264%
2/3/2025Hardy Reed LLC370,499$2.08M0.2%+7.8%3.239%
1/31/2025Atria Wealth Solutions Inc.27,885$159K0.0%+13.5%0.244%
1/29/2025Fortress Financial Solutions LLC122,267$685K1.0%N/A1.069%
1/28/2025Capital Management Associates Inc32,909$184K0.1%N/A0.288%
1/28/2025Beese Fulmer Investment Management Inc.142,597$799K0.1%+9.7%1.246%
1/21/2025OLIO Financial Planning20,903$117K0.0%N/A0.183%
1/16/2025Abacus Wealth Partners LLC42,775$240K0.0%-10.6%0.374%
1/8/2025International Assets Investment Management LLC27,421$153K0.0%-81.3%0.240%
11/18/2024Soltis Investment Advisors LLC2,649,589$14.76M1.4%N/A23.163%
11/16/2024Geode Capital Management LLC113,918$635K0.0%+2.7%0.996%
11/13/2024Hardy Reed LLC343,766$1.92M0.2%-21.1%3.005%
11/12/2024Waddell & Associates LLC64,200$358K0.0%-16.8%0.561%
11/8/2024Bellwether Advisors LLC105,585$588K0.1%-21.8%0.923%
11/6/2024Frazier Financial Advisors LLC5,718$32K0.0%-66.3%0.050%
11/6/2024Bard Associates Inc.364,817$2.03M0.7%-1.0%3.189%
10/23/2024Beese Fulmer Investment Management Inc.129,981$724K0.1%+53.4%1.136%
10/22/2024International Assets Investment Management LLC146,682$817K0.0%+441.5%1.282%
10/3/2024Abacus Wealth Partners LLC47,852$267K0.0%-8.2%0.418%
8/19/2024B. Riley Wealth Advisors Inc.23,250$120K0.0%+35.7%0.203%
8/9/2024Renaissance Technologies LLC187,428$963K0.0%+13.3%1.638%
8/6/2024Waddell & Associates LLC77,118$396K0.1%+3.9%0.674%
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8/1/2024Bellwether Advisors LLC135,074$694K0.1%-16.3%1.181%
7/27/2024Riversedge Advisors LLC13,231$68K0.0%N/A0.116%
7/11/2024Abacus Wealth Partners LLC52,125$268K0.0%-7.3%0.456%
7/3/2024Beese Fulmer Investment Management Inc.84,759$436K0.0%N/A0.741%
5/20/2024Virtu Financial LLC13,719$69K0.0%N/A0.120%
5/16/2024B. Riley Wealth Advisors Inc.17,133$82K0.0%+67.8%0.150%
5/10/2024Acadian Asset Management LLC9,902$49K0.0%-34.6%0.087%
5/10/2024Pinnacle Wealth Planning Services Inc.141,494$716K0.1%+24.7%1.237%
5/2/2024Hardy Reed LLC302,507$1.53M0.2%-9.8%2.644%
5/2/2024PDS Planning Inc98,529$499K0.1%N/A0.861%


LOAN Institutional Ownership - Frequently Asked Questions

During the previous two years, 40 institutional investors and hedge funds held shares of Manhattan Bridge Capital. The most heavily invested institutionals were Soltis Investment Advisors LLC ($14.76M), Vanguard Group Inc. ($2.12M), Melia Wealth LLC ($2.08M), Hardy Reed LLC ($1.67M), Mercer Global Advisors Inc. ADV ($1.66M), Avant Financial Advisors LLC ($1.63M), and Beese Fulmer Investment Management Inc. ($1.60M).Learn more on Manhattan Bridge Capital's institutional investors.

21.84% of Manhattan Bridge Capital's stock is owned by institutional investors. Learn more on LOAN's institutional investor holdings.

Of the 36 institutional investors that purchased Manhattan Bridge Capital's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Soltis Investment Advisors LLC ($2.65M), Cary Street Partners Financial LLC ($300.66K), Avant Financial Advisors LLC ($290.28K), Beese Fulmer Investment Management Inc. ($287.08K), Frazier Financial Advisors LLC ($203.87K), Fortress Financial Solutions LLC ($158.94K), and International Assets Investment Management LLC ($149.19K).

Institutional investors have bought a total of 1,013,440 shares in the last 24 months. This purchase volume represents approximately $5.01M in transactions.

Of the 13 institutional investors that sold Manhattan Bridge Capital's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cary Street Partners Financial LLC ($221.69K), Bard Associates Inc. ($157.34K), Hardy Reed LLC ($81.59K), DWR Wealth Management LLC ($36.03K), LPL Financial LLC ($12.74K), Beese Fulmer Investment Management Inc. ($8.36K), and Apella Capital LLC ($7.10K).

Institutional investors have sold a total of 556,446 shares in the last 24 months. This volume of shares sold represents approximately $2.80M in transactions.


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This page (NASDAQ:LOAN) was last updated on 7/10/2026 by MarketBeat.com Staff.
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