Meridian (MRBK) Institutional Ownership $14.07 -0.08 (-0.57%) As of 05/19/2025 04:00 PM Eastern Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Meridian (NASDAQ:MRBK)CurrentInstitutional OwnershipPercentage58.56%Number ofInstitutional Buyers(last 12 months)27TotalInstitutional Inflows(last 12 months)$10.93MNumber ofInstitutional Sellers(last 12 months)11TotalInstitutional Outflows(last 12 months)$1.97M Get MRBK Insider Trade Alerts Want to know when executives and insiders are buying or selling Meridian stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data MRBK Institutional Buying and Selling by Quarter Meridian Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/19/2025 Jane Street Group LLC65,483$943K0.0%+178.7%0.580% 5/16/2025 Goldman Sachs Group Inc.83,179$1.20M0.0%+114.1%0.737% 5/16/2025 NewEdge Advisors LLC14,517$209K0.0%N/A0.129% 5/16/2025 Ancora Advisors LLC33,590$484K0.0%+16.7%0.298% 5/15/2025 Cubist Systematic Strategies LLC24,199$348K0.0%N/A0.214% 5/15/2025 Trexquant Investment LP23,249$335K0.0%N/A0.206% 5/15/2025 OMERS ADMINISTRATION Corp19,200$276K0.0%N/A0.170% 5/14/2025 Hsbc Holdings PLC31,899$458K0.0%+6.0%0.283% 5/13/2025 American Century Companies Inc.21,553$310K0.0%N/A0.191% 5/13/2025 Russell Investments Group Ltd.27,143$391K0.0%+2,614.3%0.241% Get the Latest News and Ratings for MRBK and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Meridian and its competitors with MarketBeat's FREE daily newsletter. 5/12/2025 Connor Clark & Lunn Investment Management Ltd.79,065$1.14M0.0%+113.9%0.701% 5/1/2025 ELCO Management Co. LLC15,000$216K0.1%-18.0%0.133% 4/16/2025 Wealth Enhancement Advisory Services LLC59,467$856K0.0%-3.1%0.527% 3/17/2025 Wealth Enhancement Advisory Services LLC61,367$841K0.0%+3.0%0.546% 2/17/2025 Millennium Management LLC52,244$716K0.0%+410.2%0.465% 2/17/2025 First Manhattan CO. LLC.432,071$5.92M0.0%+1.2%3.844% 2/17/2025 Bridgeway Capital Management LLC86,643$1.19M0.0%-2.3%0.771% 2/17/2025 Citadel Advisors LLC18,347$252K0.0%+29.0%0.163% 2/17/2025 Ancora Advisors LLC28,790$395K0.0%N/A0.256% 2/17/2025 Ategra Capital Management LLC1,022,398$14.02M9.3%-0.4%9.096% 2/17/2025 683 Capital Management LLC23,008$315K0.0%N/A0.205% 2/14/2025 Jane Street Group LLC23,499$322K0.0%N/A0.209% 2/14/2025 Schonfeld Strategic Advisors LLC13,590$186K0.0%N/A0.121% 2/14/2025 Northern Trust Corp18,452$253K0.0%+16.5%0.164% 2/14/2025Mendon Capital Advisors Corp48,587$666K0.3%+161.4%0.432% 2/14/2025 Dimensional Fund Advisors LP210,758$2.89M0.0%+6.6%1.875% 2/14/2025 Banc Funds Co. LLC761,309$10.44M1.2%-8.2%6.773% 2/13/2025 Fourthstone LLC1,110,437$15.22M3.0%-0.6%9.879% 2/13/2025 Barclays PLC38,605$529K0.0%-4.5%0.343% 2/13/2025 LSV Asset Management75,956$1.04M0.0%-16.5%0.676% 2/13/2025 Renaissance Technologies LLC78,900$1.08M0.0%+14.0%0.702% 2/12/2025 Arrowstreet Capital Limited Partnership44,707$613K0.0%+122.9%0.398% 2/11/2025 Truffle Hound Capital LLC200,000$2.74M1.0%N/A1.779% 2/10/2025 Connor Clark & Lunn Investment Management Ltd.36,959$507K0.0%+265.1%0.329% 2/4/2025 Y Intercept Hong Kong Ltd10,143$139K0.0%N/A0.090% 11/19/2024 Barclays PLC40,406$511K0.0%+10.0%0.359% 11/16/2024 Geode Capital Management LLC93,534$1.18M0.0%+3.1%0.832% 11/15/2024 Barclays PLC40,406$511K0.0%+10.0%0.359% 11/15/2024 Northeast Financial Consultants Inc10,000$126K0.0%-33.3%0.089% 11/15/2024 Banc Funds Co. LLC829,153$10.48M1.1%+4.7%7.377% Fed’s New Plan: They Could Freeze Your Account (Ad)The Fed's Plan to Control Your Money Is Live! While everyone is focused on tariffs and inflation, the Federal Reserve is quietly rolling out a new program that could give them unprecedented control over your bank account. This isn't a rumor—it's all laid out in Federal Reserve Docket No. OP-1670, a 93-page document that reveals their plan to monitor and control your finances to shield yourself. In this free Wealth Defense Guide, we'll show you 3 simple steps to shield your money from the Fed's overreach and keep your savings safe.In this free Wealth Defense Guide, we'll show you 3 simple steps to shield your money11/14/2024 Fourthstone LLC1,116,763$14.12M3.1%-0.2%9.936% 11/8/2024 Connor Clark & Lunn Investment Management Ltd.10,124$128K0.0%N/A0.090% 10/17/2024 Strid Group LLC10,000$126K0.0%-56.2%0.089% 8/12/2024 Meridian Wealth Partners LLC206,843$2.18M0.4%-3.6%1.849% 8/9/2024 Dimensional Fund Advisors LP171,249$1.80M0.0%+6.5%1.531% 8/6/2024 LSV Asset Management91,356$961K0.0%-1.6%0.816% 7/17/2024 Strid Group LLC22,849$240K0.0%-47.4%0.204% 5/10/2024Acadian Asset Management LLC54,409$538K0.0%+4.6%0.486% 4/24/2024 Strid Group LLC43,450$431K0.1%N/A0.388% 2/23/2024Mendon Capital Advisors Corp48,222$670K0.3%N/A0.431% 2/15/2024 Borer Denton & Associates Inc.34,248$476K0.2%N/A0.306% 2/14/2024 Petiole USA ltd80,741$1.12M0.8%-68.5%0.722% 2/13/2024 Banc Funds Co. LLC782,678$10.88M1.1%+7.4%7.001% 2/6/2024 LSV Asset Management92,822$1.29M0.0%+3.5%0.830% 2/5/2024 Meridian Wealth Partners LLC190,255$2.65M0.5%-0.6%1.702% 11/13/2023Acadian Asset Management LLC52,013$508K0.0%-3.4%0.465% 11/3/2023 Meridian Wealth Partners LLC191,369$1.87M0.4%+11.8%1.712% 8/7/2023Acadian Asset Management LLC53,826$526K0.0%-5.4%0.482% 8/2/2023 Fourthstone LLC444,991$4.36M1.2%+4.8%3.981% 8/2/2023 Bank of Montreal Can45,477$463K0.0%N/A0.407% 8/2/2023 Meridian Wealth Partners LLC171,231$1.68M0.3%+5.6%1.532% 5/16/2023 Fourthstone LLC424,537$5.35M1.9%+167.8%1.864% 5/15/2023 ELCO Management Co. LLC25,330$319K0.2%+100.0%0.111% 5/12/2023Price Jennifer C.214,759$2.71M0.9%-2.1%0.943% 5/11/2023Acadian Asset Management LLC56,923$715K0.0%+90.2%0.250% 5/4/2023 Meridian Wealth Partners LLC162,122$2.04M0.4%+91.0%0.712% 5/4/2023 Barclays PLC37,352$470K0.0%+100.0%0.164% 5/2/2023 LSV Asset Management89,708$1.13M0.0%+143.1%0.394% 5/2/2023River Oaks Capital LLC238,460$3.01M4.2%+96.7%1.047% 2/13/2023BHZ Capital Management LP15,918$482K0.2%N/A0.274% 2/13/2023 Petiole USA ltd128,083$3.88M2.8%-26.8%2.208% 2/13/2023 Banc Funds Co. LLC364,344$11.04M1.0%-13.3%6.282% 2/10/2023 Gator Capital Management LLC58,306$1.77M1.3%-13.8%1.005% 2/1/2023 Bank of Montreal Can6,600$217K0.0%N/A0.114% 11/14/2022 Meridian Wealth Partners LLC84,476$2.46M0.6%+11.5%1.456% 11/14/2022 Hsbc Holdings PLC14,845$431K0.0%+3.0%0.256% 11/7/2022 LSV Asset Management36,906$1.08M0.0%+8.3%0.604% 11/3/2022 Barclays PLC18,676$545K0.0%+2.2%0.306% 5/13/2022 EAM Investors LLC29,751$955K0.2%-22.2%0.487% 5/12/2022Acadian Asset Management LLC32,208$1.03M0.0%+13.3%0.527% 5/11/2022 Banc Funds Co. LLC432,344$13.87M1.1%-0.3%7.075% 4/22/2022River Oaks Capital LLC121,409$3.90M3.8%-0.5%1.981% 2/23/2022 Cornerstone Advisory LLC3,148$116K0.0%N/A0.051% 2/16/2022 Meridian Wealth Partners LLC69,432$2.55M0.5%-1.4%1.125% 2/11/2022 Petiole USA ltd175,000$6.44M4.6%N/A2.837% 2/10/2022 Great Valley Advisor Group Inc.6,331$233K0.0%N/A0.103% 2/10/2022 Globeflex Capital L P16,052$590K0.1%+27.0%0.260% 2/10/2022 Gator Capital Management LLC67,874$2.50M1.8%N/A1.100% 2/9/2022 Dimensional Fund Advisors LP44,060$1.62M0.0%+10.2%0.714% 2/8/2022 Strategic Value Bank Partners LLC325,649$11.97M10.8%N/A5.279% Fed’s New Plan: They Could Freeze Your Account (Ad)The Fed's Plan to Control Your Money Is Live! While everyone is focused on tariffs and inflation, the Federal Reserve is quietly rolling out a new program that could give them unprecedented control over your bank account. This isn't a rumor—it's all laid out in Federal Reserve Docket No. OP-1670, a 93-page document that reveals their plan to monitor and control your finances to shield yourself. In this free Wealth Defense Guide, we'll show you 3 simple steps to shield your money from the Fed's overreach and keep your savings safe.In this free Wealth Defense Guide, we'll show you 3 simple steps to shield your money2/4/2022River Oaks Capital LLC121,997$4.49M4.2%N/A1.978% 2/3/2022River Oaks Capital LLC4,485,830$4.49M4.2%N/A72.716% 2/2/2022 Emerald Advisers LLC6,982$257K0.0%-45.7%0.113% 1/31/2022 Wescott Financial Advisory Group LLC11,809$434K0.2%-11.9%0.191% 1/31/2022 Stillwater Capital Advisors LLC5,612$206K0.0%N/A0.091% 1/28/2022 LSV Asset Management14,968$550K0.0%N/A0.243% 11/12/2021 Renaissance Technologies LLC68,300$1.96M0.0%-20.0%1.107% 11/12/2021 Fourthstone LLC114,798$3.30M1.3%+147.1%1.861% 11/12/2021 Meridian Wealth Partners LLC70,411$2.02M0.4%+3.7%1.141% 11/12/2021 Hsbc Holdings PLC14,408$405K0.0%+4.4%0.234% (Data available from 1/1/2016 forward) MRBK Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of MRBK shares? During the previous two years, 39 institutional investors and hedge funds held shares of Meridian. The most heavily invested institutionals were Fourthstone LLC ($15.22M), Ategra Capital Management LLC ($14.02M), Banc Funds Co. LLC ($10.44M), First Manhattan CO. LLC. ($5.92M), Dimensional Fund Advisors LP ($2.89M), Truffle Hound Capital LLC ($2.74M), and Meridian Wealth Partners LLC ($2.18M).Learn more on MRBK's institutional investors. What percentage of Meridian stock is owned by institutional investors? 58.56% of Meridian stock is owned by institutional investors. Learn more on MRBK's institutional investor holdings. Which institutional investors have been buying Meridian stock? Of the 34 institutional investors that purchased Meridian stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Truffle Hound Capital LLC ($200K), Banc Funds Co. LLC ($91.44K), Connor Clark & Lunn Investment Management Ltd. ($79.07K), Mendon Capital Advisors Corp ($78.22K), Jane Street Group LLC ($65.48K), Bank of Montreal Can ($45.48K), and Goldman Sachs Group Inc. ($44.33K). How much institutional buying is happening at Meridian? Institutional investors have bought a total of 1,071,499 shares in the last 24 months. This purchase volume represents approximately $14.26M in transactions. Which Meridian major shareholders have been selling company stock? Of the 13 institutional investors that sold Meridian stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Petiole USA ltd ($175.43K), Banc Funds Co. LLC ($67.84K), Strid Group LLC ($33.45K), LSV Asset Management ($16.47K), Meridian Wealth Partners LLC ($8.84K), Fourthstone LLC ($8.59K), and Northeast Financial Consultants Inc ($5K). How much institutional selling is happening at Meridian? Institutional investors have sold a total of 333,453 shares in the last 24 months. 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