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QQQ   436.78
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Sprouts, Block rise; Booking Holdings, Insulet fall, Friday, 2/23/2024
How major US stock indexes fared Friday, 2/23/2024
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MarketBeat Week in Review – 2/19 - 2/23
Closing prices for crude oil, gold and other commodities
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Mark Zuckerberg Is Sitting on a Huge Stockpile of AI Chips as Companies Compete for Limited Supplies
Taiwan giant chipmaker TSMC opens first plant in Japan as part of key global expansion
S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
In his annual letter, Warren Buffett tells investors to ignore Wall Street pundits
Critical asset just had biggest fall on record (Ad)
Sprouts, Block rise; Booking Holdings, Insulet fall, Friday, 2/23/2024
How major US stock indexes fared Friday, 2/23/2024
Critical asset just had biggest fall on record (Ad)
MarketBeat Week in Review – 2/19 - 2/23
Closing prices for crude oil, gold and other commodities
U.S. "Shadow Banks" About to Blow up again? (Ad)
Mark Zuckerberg Is Sitting on a Huge Stockpile of AI Chips as Companies Compete for Limited Supplies
Taiwan giant chipmaker TSMC opens first plant in Japan as part of key global expansion
S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
In his annual letter, Warren Buffett tells investors to ignore Wall Street pundits
Critical asset just had biggest fall on record (Ad)
Sprouts, Block rise; Booking Holdings, Insulet fall, Friday, 2/23/2024
How major US stock indexes fared Friday, 2/23/2024
Critical asset just had biggest fall on record (Ad)
MarketBeat Week in Review – 2/19 - 2/23
Closing prices for crude oil, gold and other commodities
U.S. "Shadow Banks" About to Blow up again? (Ad)
Mark Zuckerberg Is Sitting on a Huge Stockpile of AI Chips as Companies Compete for Limited Supplies
Taiwan giant chipmaker TSMC opens first plant in Japan as part of key global expansion
S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
In his annual letter, Warren Buffett tells investors to ignore Wall Street pundits
Critical asset just had biggest fall on record (Ad)
Sprouts, Block rise; Booking Holdings, Insulet fall, Friday, 2/23/2024
How major US stock indexes fared Friday, 2/23/2024
Critical asset just had biggest fall on record (Ad)
MarketBeat Week in Review – 2/19 - 2/23
Closing prices for crude oil, gold and other commodities
U.S. "Shadow Banks" About to Blow up again? (Ad)
Mark Zuckerberg Is Sitting on a Huge Stockpile of AI Chips as Companies Compete for Limited Supplies
Taiwan giant chipmaker TSMC opens first plant in Japan as part of key global expansion

USCB Financial (USCB) Institutional Ownership

$11.02
+0.02 (+0.18%)
(As of 02/23/2024 ET)

Institutional Ownership Changes (13F Filings) for USCB Financial (NASDAQ:USCB)

Current
Institutional Ownership
Percentage
58.31%
Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$18.64 M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$9.95 M
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USCB Institutional Buying and Selling by Quarter


USCB Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/23/2024Mendon Capital Advisors Corp841,339$10.31M4.3%N/A4.306%
2/15/2024Barclays PLC19,888$0.24M0.0%+174.1%0.102%
2/15/2024Vanguard Group Inc.378,558$4.64M0.0%+2.2%1.937%
2/14/2024RMB Capital Management LLC695,666$8.52M0.3%-16.0%3.560%
2/14/2024Basswood Capital Management L.L.C.246,178$3.02M0.2%N/A1.260%
2/13/2024Banc Funds Co. LLC229,730$2.81M0.3%-9.5%1.176%
2/13/2024Goldman Sachs Group Inc.16,649$0.20M0.0%N/A0.085%
2/12/2024Pacific Ridge Capital Partners LLC456,323$5.59M1.1%+7.3%2.335%
2/9/2024Abrams Capital Management L.P.149,786$1.84M0.1%-76.9%0.767%
2/7/2024Dimensional Fund Advisors LP43,562$0.53M0.0%+43.6%0.223%
1/16/2024Raymond James & Associates41,690$0.51M0.0%-54.6%0.213%
12/18/2023Vanguard Group Inc.370,351$3.89M0.0%+3.8%1.895%
11/15/2023Kennedy Capital Management LLC71,717$0.75M0.0%+7.9%0.367%
11/13/2023Pacific Ridge Capital Partners LLC425,085$4.47M1.0%+5.5%2.174%
11/2/2023LWM Advisory Services LLC3,655$38K0.0%N/A0.019%
10/24/2023Raymond James & Associates91,754$0.96M0.0%-11.1%0.469%
8/15/2023Alliancebernstein L.P.972,383$9.92M0.0%+8.7%4.956%
8/15/2023Wells Fargo & Company MN4,012$41K0.0%+109.3%0.020%
8/15/2023Goldman Sachs Group Inc.11,512$0.12M0.0%N/A0.059%
8/15/2023Boothbay Fund Management LLC36,872$0.38M0.0%-18.2%0.188%
8/14/2023State Street Corp115,898$1.18M0.0%+8.0%0.591%
8/11/2023Renaissance Technologies LLC17,600$0.18M0.0%+10.0%0.090%
8/11/2023BlackRock Inc.634,871$6.48M0.0%+7.4%3.236%
8/11/2023JPMorgan Chase & Co.9,927$0.10M0.0%+20.2%0.051%
8/11/2023Northern Trust Corp86,537$0.88M0.0%-2.3%0.441%
8/10/2023Citigroup Inc.3,203$33K0.0%N/A0.016%
8/3/2023Barclays PLC7,861$80K0.0%-28.4%0.040%
8/3/2023Bank of New York Mellon Corp35,512$0.36M0.0%-2.6%0.181%
7/25/2023Raymond James & Associates103,246$1.05M0.0%-21.9%0.526%
5/18/2023JPMorgan Chase & Co.8,258$82K0.0%+35.3%0.042%
5/16/2023State Street Corp107,315$1.06M0.0%+1.9%0.547%
5/16/2023Geode Capital Management LLC206,269$2.04M0.0%+3.9%1.051%
5/15/2023Maltese Capital Management LLC459,900$4.55M1.7%-7.5%2.344%
5/15/2023Two Sigma Advisers LP15,500$0.15M0.0%-42.6%0.079%
5/15/2023Two Sigma Investments LP16,541$0.16M0.0%-54.0%0.084%
5/15/2023Deutsche Bank AG6,301$62K0.0%+41.7%0.032%
5/15/2023ELCO Management Co. LLC82,818$0.82M0.6%+27.1%0.422%
5/15/2023Boothbay Fund Management LLC45,089$0.45M0.0%N/A0.230%
5/12/2023Renaissance Technologies LLC16,000$0.16M0.0%+8.1%0.082%
5/12/2023BlackRock Inc.590,992$5.85M0.0%-1.2%3.012%
5/12/2023Bank of America Corp DE9,463$94K0.0%+20.5%0.048%
5/12/2023UBS Group AG5,275$52K0.0%+76.1%0.027%
5/12/2023Dimensional Fund Advisors LP19,947$0.20M0.0%N/A0.102%
5/10/2023Keeley Teton Advisors LLC28,800$0.29M0.0%+9.5%0.147%
5/4/2023Barclays PLC10,972$0.11M0.0%+31.1%0.056%
5/2/2023River Oaks Capital LLC214,541$2.12M3.0%+93.6%1.093%
4/14/2023Raymond James & Associates132,194$1.31M0.0%+13.0%0.674%
3/23/2023MetLife Investment Management LLC6,509$79K0.0%N/A0.033%
2/16/2023Alliancebernstein L.P.848,266$10.35M0.0%+2.5%4.241%
2/15/2023MetLife Investment Management LLC6,509$79K0.0%N/A0.033%
2/15/2023Endeavour Capital Advisors Inc.550,188$6.71M1.8%+59.3%2.751%
2/14/2023Two Sigma Investments LP35,935$0.44M0.0%N/A0.180%
2/14/2023Pacific Ridge Capital Partners LLC334,096$4.08M1.0%-1.5%1.670%
2/13/2023Charles Schwab Investment Management Inc.30,330$0.37M0.0%+4.2%0.152%
2/13/2023Barclays PLC8,370$0.10M0.0%+1,731.5%0.042%
2/13/2023Geode Capital Management LLC198,548$2.42M0.0%+5.7%0.993%
2/10/2023Bank of America Corp DE7,853$96K0.0%+161.9%0.039%
2/10/2023Abrams Capital Management L.P.649,085$7.92M0.3%-23.2%3.245%
2/10/2023Keeley Teton Advisors LLC26,300$0.32M0.0%+31.5%0.132%
2/8/2023Raymond James & Associates116,994$1.43M0.0%+26.6%0.585%
2/8/2023UBS Group AG2,996$37K0.0%N/A0.015%
2/3/2023River Oaks Capital LLC110,797$1.35M1.5%+3.5%0.554%
12/8/2022Bank of New York Mellon Corp27,985$0.37M0.0%+34.1%0.140%
11/15/2022Alliancebernstein L.P.827,247$10.85M0.0%-1.5%4.136%
11/15/2022State Street Corp92,977$1.22M0.0%+7.8%0.465%
11/15/2022Vanguard Group Inc.326,844$4.29M0.0%+12.0%1.634%
11/15/2022Endeavour Capital Advisors Inc.345,283$4.53M1.0%-3.3%1.726%
11/15/2022Bank of New York Mellon Corp27,985$0.37M0.0%+34.1%0.140%
11/15/2022BlackRock Inc.562,083$7.37M0.0%+14.9%2.810%
11/14/2022Lazard Asset Management LLC1,952$25K0.0%N/A0.010%
11/14/2022ELCO Management Co. LLC35,114$0.46M0.4%N/A0.176%
11/10/2022Abrams Capital Management L.P.845,394$11.08M0.3%-1.6%4.227%
11/10/2022Pacific Ridge Capital Partners LLC339,177$4.45M1.2%-3.2%1.696%
11/4/2022River Oaks Capital LLC107,072$1.40M1.5%+80.9%0.535%
10/26/2022Allspring Global Investments Holdings LLC3,556$46K0.0%N/A0.018%
10/25/2022Raymond James & Associates92,384$1.21M0.0%N/A0.462%
8/17/2022Elizabeth Park Capital Advisors Ltd.170,000$1.96M0.8%-10.5%0.850%
8/16/2022RMB Capital Management LLC588,042$6.79M0.2%N/A2.940%
8/15/2022State Street Corp86,216$1M0.0%+321.1%0.431%
8/15/2022Millennium Management LLC23,027$0.27M0.0%-62.2%0.115%
8/15/2022Basswood Capital Management L.L.C.7,800$90K0.0%N/A0.039%
8/13/2022Renaissance Technologies LLC15,100$0.17M0.0%-30.1%0.075%
8/13/2022American International Group Inc.5,046$58K0.0%N/A0.025%
8/12/2022Northern Trust Corp77,754$0.90M0.0%N/A0.389%
8/12/2022Rhumbline Advisers15,892$0.18M0.0%N/A0.079%
8/11/2022JPMorgan Chase & Co.5,763$67K0.0%+19.9%0.029%
8/10/2022Pacific Ridge Capital Partners LLC350,333$4.04M1.0%+5.8%1.752%
8/10/2022River Oaks Capital LLC59,200$0.68M0.7%+53.1%0.296%
8/5/2022Fieldpoint Private Securities LLC9,000$0.10M0.0%+350.0%0.045%
5/27/2022EJF Capital LLC403,500$5.78M0.6%N/A2.017%
5/17/2022Royal Bank of Canada1,952$28K0.0%N/A0.010%
5/16/2022State Street Corp20,473$0.29M0.0%N/A0.102%
5/13/2022Renaissance Technologies LLC21,615$0.31M0.0%+60.1%0.108%
5/13/2022Fourthstone LLC74,096$1.06M0.4%-76.0%0.370%
5/13/2022EJF Capital LLC403,500$5.78M0.6%N/A2.017%
5/13/2022Elizabeth Park Capital Advisors Ltd.190,000$2.72M1.0%+26.7%0.950%
5/13/2022Vanguard Group Inc.214,437$3.07M0.0%+107.0%1.072%
5/12/2022BlackRock Inc.24,653$0.35M0.0%+97.2%0.123%
5/12/2022Citigroup Inc.4,732$68K0.0%+144.5%0.024%
5/11/2022JPMorgan Chase & Co.4,805$69K0.0%+135.9%0.024%
(Data available from 1/1/2016 forward)













USCB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USCB shares?

During the previous two years, 46 institutional investors and hedge funds held shares of USCB Financial. The most heavily invested institutionals were Mendon Capital Advisors Corp ($10.31M), Alliancebernstein L.P. ($9.92M), RMB Capital Management LLC ($8.52M), Endeavour Capital Advisors Inc. ($6.71M), BlackRock Inc. ($6.48M), EJF Capital LLC ($5.78M), and Pacific Ridge Capital Partners LLC ($5.59M).Learn more on USCB's institutional investors.

What percentage of USCB Financial stock is owned by institutional investors?

58.31% of USCB Financial stock is owned by institutional investors. Learn more on USCB's institutional investor holdings.

Which institutional investors have been buying USCB Financial stock?

Of the 40 institutional investors that purchased USCB Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Mendon Capital Advisors Corp ($0.84M), EJF Capital LLC ($0.81M), RMB Capital Management LLC ($0.59M), Basswood Capital Management L.L.C. ($0.25M), Endeavour Capital Advisors Inc. ($0.20M), River Oaks Capital LLC ($0.18M), and Vanguard Group Inc. ($0.17M).

How much institutional buying is happening at USCB Financial?

Institutional investors have bought a total of 4,050,606 shares in the last 24 months. This purchase volume represents approximately $50.47M in transactions.

Which USCB Financial major shareholders have been selling company stock?

Of the 19 institutional investors that sold USCB Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Abrams Capital Management L.P. ($0.71M), Fourthstone LLC ($0.23M), RMB Capital Management LLC ($0.13M), Raymond James & Associates ($90.50K), Millennium Management LLC ($37.86K), Maltese Capital Management LLC ($37.50K), and Banc Funds Co. LLC ($24K).

How much institutional selling is happening at USCB Financial?

Institutional investors have sold a total of 1,385,910 shares in the last 24 months. This volume of shares sold represents approximately $17.17M in transactions.


This page (NASDAQ:USCB) was last updated on 2/24/2024 by MarketBeat.com Staff