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Patriot National Bancorp (PNBK) Institutional Ownership

Patriot National Bancorp logo
$1.13 +0.01 (+0.89%)
Closing price 04:00 PM Eastern
Extended Trading
$1.13 0.00 (0.00%)
As of 04:04 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 Patriot National Bancorp (NASDAQ:PNBK)

Current
Institutional Ownership
Percentage
39.25%
Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$33.51M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$3.58M
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Skip Chart & View Institutional Buying and Selling Data

PNBK Institutional Buying and Selling by Quarter

Patriot National Bancorp Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Bank of America Corp DE61,864$80K0.0%+42.8%0.053%
4/16/2026 Westmount Partners LLC100,000$129K0.0%+400.0%0.085%
2/17/2026 Russell Investments Group Ltd.684,009$1.25M0.0%+18,696.6%0.595%
2/16/2026 Barclays PLC107,513$196K0.0%+48.4%0.093%
2/13/2026 The Manufacturers Life Insurance Company 19,876$36K0.0%N/A0.017%
2/13/2026 Charles Schwab Investment Management Inc.168,909$307K0.0%+33.9%0.147%
2/13/2026 State Street Corp661,454$1.20M0.0%+12.3%0.575%
2/13/2026 Wells Fargo & Company MN111,629$203K0.0%+68.6%0.097%
2/12/2026 Jane Street Group LLC107,547$196K0.0%N/A0.094%
2/12/2026 Nuveen LLC208,905$380K0.0%+13.5%0.182%
2/11/2026 Deutsche Bank AG59,272$108K0.0%+35.5%0.052%
2/10/2026 Goldman Sachs Group Inc.94,249$172K0.0%+21.8%0.082%
2/10/2026 Angel Oak Capital Advisors LLC3,292,840$5.99M8.7%+2,098.6%2.864%
2/9/2026 Geode Capital Management LLC1,621,452$2.95M0.0%+34.1%1.410%
2/5/2026 Elyxium Wealth LLC25,960$47K0.0%-77.6%0.023%
2/3/2026 Falcon Wealth Planning85,000$155K0.0%-19.0%0.074%
1/15/2026 Westmount Partners LLC20,000$36K0.0%N/A0.017%
1/12/2026 Curated Wealth Partners LLC881,297$1.60M0.2%-5.4%0.766%
1/9/2026 SG Americas Securities LLC16,450$30K0.0%N/A0.014%
11/17/2025 Citadel Advisors LLC89,309$116K0.0%N/A0.093%
11/7/2025Vanguard Group Inc.1,286,061$1.67M0.0%+21.2%1.343%
11/5/2025 Elyxium Wealth LLC115,840$151K0.1%+458.0%0.121%
11/3/2025 New York State Common Retirement Fund49,544$64K0.0%-30.7%0.052%
10/22/2025 Blue Sky Capital Consultants Group Inc.20,500$27K0.0%+70.8%0.021%
10/10/2025 Falcon Wealth Planning105,000$136K0.0%N/A0.110%
10/9/2025 Curated Wealth Partners LLC931,297$1.21M0.1%+39.7%0.972%
8/15/2025 Bank of America Corp DE13,034,559$19.81M0.0%+56,671,895.7%17.092%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.23,938$36K0.0%N/A0.031%
8/14/2025 BlackDiamond Wealth Management LLC50,000$75K0.0%N/A0.066%
8/13/2025 Invesco Ltd.23,100$35K0.0%N/A0.030%
8/13/2025 Beacon Pointe Advisors LLC104,000$158K0.0%N/A0.136%
8/13/2025 Lido Advisors LLC275,385$419K0.0%N/A0.361%
8/13/2025 New York State Common Retirement Fund71,500$109K0.0%N/A0.094%
8/13/2025 Rinkey Investments152,017$231K0.1%N/A0.199%
8/12/2025 JPMorgan Chase & Co.20,841$32K0.0%N/A0.027%
8/8/2025 Intech Investment Management LLC22,185$34K0.0%N/A0.029%
8/8/2025 Angel Oak Capital Advisors LLC1,189,166$1.81M2.6%-64.3%1.559%
8/8/2025 Geode Capital Management LLC1,046,216$1.59M0.0%+3,772.1%1.372%
8/6/2025 Suncoast Equity Management18,115$28K0.0%N/A0.024%
8/5/2025 Elyxium Wealth LLC20,760$32K0.0%N/A0.027%
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7/28/2025 Curated Wealth Partners LLC666,667$1.01M0.1%N/A0.874%
7/28/2025 Axxcess Wealth Management LLC213,334$324K0.0%N/A0.280%
5/12/2025Virtu Financial LLC23,763$28K0.0%N/A0.032%
5/12/2025Angel Oak Capital Advisors LLC3,333,386$3.87M5.2%N/A4.521%
2/3/2023Larson Financial Group LLC36,200$384K0.0%+50.8%0.914%
11/14/2022Boothbay Fund Management LLC162,922$1.76M0.0%N/A4.117%
11/3/2022Larson Financial Group LLC24,000$252K0.0%N/A0.606%
7/12/2022FNY Investment Advisers LLC23,416$284K0.2%+73.5%0.591%
4/25/2022FNY Investment Advisers LLC13,500$228K0.2%N/A0.341%
4/20/2022Kessler Investment Group LLC2,525$43K0.0%-73.4%0.064%


PNBK Institutional Ownership - Frequently Asked Questions

During the previous two years, 33 institutional investors and hedge funds held shares of Patriot National Bancorp. The most heavily invested institutionals were Angel Oak Capital Advisors LLC ($5.99M), Geode Capital Management LLC ($2.95M), Vanguard Group Inc. ($1.67M), Curated Wealth Partners LLC ($1.60M), Russell Investments Group Ltd. ($1.25M), State Street Corp ($1.20M), and Lido Advisors LLC ($419K).Learn more on Patriot National Bancorp's institutional investors.

39.25% of Patriot National Bancorp's stock is owned by institutional investors. Learn more on PNBK's institutional investor holdings.

Of the 33 institutional investors that purchased Patriot National Bancorp's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($13.05M), Angel Oak Capital Advisors LLC ($6.48M), Geode Capital Management LLC ($1.43M), Curated Wealth Partners LLC ($931.30K), Russell Investments Group Ltd. ($680.37K), Lido Advisors LLC ($275.39K), and Vanguard Group Inc. ($224.94K).

Institutional investors have bought a total of 21,254,412 shares in the last 24 months. This purchase volume represents approximately $33.51M in transactions.

The following institutional investors have sold Patriot National Bancorp stock in the last 24 months: Angel Oak Capital Advisors LLC ($2.14M), Elyxium Wealth LLC ($89.88K), Curated Wealth Partners LLC ($50K), New York State Common Retirement Fund ($21.96K), and Falcon Wealth Planning ($20K).

Institutional investors have sold a total of 2,326,056 shares in the last 24 months. This volume of shares sold represents approximately $3.58M in transactions.


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This page (NASDAQ:PNBK) was last updated on 5/19/2026 by MarketBeat.com Staff.
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