Recent Quarter Total Invested
$153.29 M
Recent Quarter Institutional Ownership Percentage
60.14%
Total Invested of Last Quarter
$136.56 M
Ownership Percentage of Last Quarter
57.2%
USCB Financial Holdings, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PATRIOT FINANCIAL PARTNERS GP, LP | 08/09/2024 | 4.49 M | $57.55 M | 0.00% | 22.85% |
| ENDEAVOUR CAPITAL ADVISORS INC | 08/14/2024 | 1.38 M | $17.68 M | 0.49% | 7.02% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2024 | 919,722 | $11.80 M | 0.22% | 4.68% |
| BLACKROCK INC. | 08/13/2024 | 645,665 | $8.28 M | 2.33% | 3.29% |
| MENDON CAPITAL ADVISORS CORP | 08/30/2024 | 610,136 | $9.63 M | 611.63% | 3.11% |
| RMB CAPITAL MANAGEMENT, LLC | 08/13/2024 | 610,136 | $7.83 M | -12.29% | 3.11% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 08/14/2024 | 448,965 | $5.76 M | -0.34% | 2.29% |
| VANGUARD GROUP INC | 08/13/2024 | 434,303 | $5.57 M | -0.60% | 2.21% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 08/15/2024 | 416,659 | $5.35 M | -4.13% | 2.12% |
| MALTESE CAPITAL MANAGEMENT LLC | 08/14/2024 | 334,600 | $4.29 M | -10.77% | 1.70% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 234,642 | $3.01 M | 4.05% | 1.20% |
| BANC FUNDS CO LLC | 08/14/2024 | 166,330 | $2.13 M | -20.69% | 0.85% |
| STATE STREET CORP | 08/14/2024 | 123,509 | $1.58 M | 3.00% | 0.63% |
| ELIZABETH PARK CAPITAL ADVISORS, LTD. | 08/14/2024 | 118,856 | $1.52 M | 0.00% | 0.61% |
| NORTHERN TRUST CORP | 08/14/2024 | 86,134 | $1.11 M | -0.12% | 0.44% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 80,926 | $1.04 M | 100.00% | 0.41% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/14/2024 | 71,500 | $917,345 | -0.35% | 0.36% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 66,649 | $854,412 | 23.18% | 0.34% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 66,401 | $851,925 | 88.58% | 0.34% |
| ELCO MANAGEMENT CO., LLC | 08/14/2024 | 58,209 | $746,821 | -1.82% | 0.30% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 31,831 | $408,392 | 7.98% | 0.16% |
| SALZHAUER MICHAEL | 08/09/2024 | 31,000 | $397,730 | 76.42% | 0.16% |
| MORGAN STANLEY | 08/14/2024 | 30,987 | $397,565 | 43.36% | 0.16% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 29,990 | $384,772 | 2.35% | 0.15% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 08/14/2024 | 29,079 | $373,084 | -7.47% | 0.15% |
| KEELEY-TETON ADVISORS, LLC | 08/13/2024 | 28,800 | $369,504 | 0.00% | 0.15% |
| CITADEL ADVISORS LLC | 08/14/2024 | 22,917 | $294,025 | 100.00% | 0.12% |
| RAYMOND JAMES & ASSOCIATES | 07/19/2024 | 22,086 | $283,363 | 100.00% | 0.11% |
| BARCLAYS PLC | 08/14/2024 | 20,534 | $264,000 | 60.57% | 0.10% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 17,860 | $229,144 | 100.00% | 0.09% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2024 | 17,500 | $224,525 | 0.00% | 0.09% |
| INVESCO LTD. | 08/13/2024 | 16,183 | $207,628 | -7.71% | 0.08% |
| RHUMBLINE ADVISERS | 08/01/2024 | 16,063 | $206,080 | -5.86% | 0.08% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 15,564 | $199,686 | 0.00% | 0.08% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 15,551 | $199,519 | 132.59% | 0.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 12,068 | $154,832 | -52.91% | 0.06% |
| DEUTSCHE BANK AG\ | 08/14/2024 | 11,796 | $151,343 | 100.00% | 0.06% |
| HSBC HOLDINGS PLC | 08/12/2024 | 10,804 | $133,537 | 100.00% | 0.06% |
| LSV ASSET MANAGEMENT | 08/06/2024 | 10,200 | $131,000 | 100.00% | 0.05% |
| JANE STREET GROUP, LLC | 08/15/2024 | 10,025 | $128,621 | 100.00% | 0.05% |
| FIRST MANHATTAN CO. LLC. | 08/15/2024 | 10,000 | $128,300 | 0.00% | 0.05% |
| JPMORGAN CHASE & CO | 08/12/2024 | 5,994 | $76,902 | -65.22% | 0.03% |
| COREBRIDGE FINANCIAL, INC. | 08/14/2024 | 5,633 | $72,271 | 100.00% | 0.03% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 08/14/2024 | 4,881 | $62,623 | 100.00% | 0.02% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 4,254 | $54,579 | 14.39% | 0.02% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/13/2024 | 3,971 | $50,948 | 136.79% | 0.02% |
| UBS GROUP AG | 08/14/2024 | 3,206 | $41,133 | -69.68% | 0.02% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 08/13/2024 | 2,906 | $37,284 | 100.00% | 0.01% |
| CITIGROUP INC | 08/12/2024 | 2,450 | $31,434 | 17.06% | 0.01% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/08/2024 | 1,349 | $17,308 | 1.12% | 0.01% |
USCB Financial Holdings, Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of USCB shares?
During the previous two years, 68 institutional investors and hedge funds held shares of USCB Financial Holdings, Inc.. The most heavily invested institutionals were:
PATRIOT FINANCIAL PARTNERS GP, LP: 4.49 M
ENDEAVOUR CAPITAL ADVISORS INC: 1.38 M
ALLIANCEBERNSTEIN L.P.: 919,722
BlackRock Inc.: 645,665
RMB Capital Management, LLC: 610,136
BASSWOOD CAPITAL MANAGEMENT, L.L.C.: 448,965
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What percentage of USCB Financial Holdings, Inc. stock is owned by institutional investors?
60.14% of USCB Financial Holdings, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at USCB ?
Institutional investors have bought a total of 11.56 M shares in the last 24 months. This purchase volume represents approximately $178.19 M in transactions.