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Partners Bancorp

PTRSDelisted Dec 1, 2023
Industry
State Commercial Banks
SEC CIK
0000832090

Partners Bancorp was delisted on Dec 1, 2023; its insiders filed their last Form 4 on Dec 1, 2023; 31 institutions reported holding it in 13F filings for Q3 2023, worth $27.5M in total; no superinvestor held it.

13F holders, Q2 2021

Institutional positions in Partners Bancorp as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
31
−6 vs. Q1 2021
Shares held
1.65M
−871.2K (−34.6%) vs. Q1 2021
Total value
$13.3M
−$4.71M (−26.2%) vs. Q1 2021
New holders
11
5 more added
Sold out
17
12 more reduced

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting PTRS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 31 institutions
Q1 2021: 37 institutionsQ2 2021: 31 institutionsQ3 2021: 28 institutionsQ4 2021: 35 institutionsQ1 2022: 34 institutionsQ2 2022: 34 institutionsQ3 2022: 31 institutionsQ4 2022: 35 institutionsQ1 2023: 33 institutionsQ2 2023: 32 institutionsQ3 2023: 31 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ2 2021: $13.3M
Q1 2021: $18.0MQ2 2021: $13.3MQ3 2021: $13.2MQ4 2021: $23.9MQ1 2022: $25.0MQ2 2022: $24.5MQ3 2022: $19.5MQ4 2022: $25.3MQ1 2023: $25.9MQ2 2023: $19.6MQ3 2023: $27.5MQ4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding PTRS and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 202331$27.5M
Q2 202332$19.6M
Q1 202333$25.9M
Q4 202235$25.3M
Q3 202231$19.5M
Q2 202234$24.5M
Q1 202234$25.0M
Q4 202135$23.9M
Q3 202128$13.2M
Q2 202131$13.3M
Q1 202137$18.0M

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Partners Bancorp; share changes are against Q1 2021.

Institutions holding PTRS in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Ategra Capital Management, LLC421,786$3.39M1.73%+137,233+48.2%Added
Vanguard Group Inc398,725$3.21M0.00%−27,586−6.5%Reduced
Fourthstone LLC228,462$1.89M0.80%+107,004+88.1%Added
Brown Advisory Inc196,038$1.58M0.00%−6,871−3.4%Reduced
Millennium Management LLC79,504$639.0K0.00%+79,504New
LPL Financial LLC54,660$439.0K0.00%00.0%Unchanged
Strategic Wealth Management Group, LLC44,827$360.0K0.13%−478−1.1%Reduced
Ergoteles LLC42,800$344.0K0.01%+42,800New
Salzhauer Michael27,569$222.0K0.11%00.0%Unchanged
Morgan Stanley22,746$183.0K0.00%+3,092+15.7%Added
Davenport & Co LLC20,000$161.0K0.00%00.0%Unchanged
Renaissance Technologies LLC15,600$125.0K0.00%+15,600New
HRT Financial LP14,200$114.0K0.00%+14,200New
Jane Street Group, LLC12,356$99.0K0.00%+12,356New
Mendon Capital Advisors Corp12,193$98.0K0.04%−2,203−15.3%Reduced
Goldman Sachs Group Inc11,869$95.0K0.00%+11,869New
Northern Trust Corp10,204$82.0K0.00%−79,827−88.7%Reduced
Sandy Spring Bank7,030$57.0K0.00%+7,030New
Advisor Group Holdings, Inc.5,300$43.0K0.00%+5,300New
Royal Bank of Canada4,491$36.0K0.00%+844+23.1%Added
Bank of America Corp4,307$35.0K0.00%−19,736−82.1%Reduced
Optiver Holding B.V.3,512$28.0K0.00%+3,512New
JPMorgan Chase & Co2,257$18.0K0.00%−28,888−92.8%Reduced
UBS Group AG2,299$18.0K0.00%−1,064−31.6%Reduced
BlackRock Inc.1,964$16.0K0.00%−489,327−99.6%Reduced
Tower Research Capital LLC (TRC)2,037$16.0K0.00%+326+19.1%Added
Wells Fargo & Company919$8.00K0.00%−3,514−79.3%Reduced
Arkadios Wealth Advisors757$6.00K0.00%+757New
New York State Common Retirement Fund86$1.00K0.00%−6,014−98.6%Reduced
Citigroup Inc1$00.00%−653−99.8%Reduced
FMR LLC1$00.00%+1New
Alliancebernstein L.P.0$00.00%−186,139−100.0%Sold out
State Street Corp0$00.00%−144,316−100.0%Sold out
Geode Capital Management, LLC0$00.00%−68,207−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−45,305−100.0%Sold out
Bank of New York Mellon Corp0$00.00%−26,739−100.0%Sold out
STRS Ohio0$00.00%−21,700−100.0%Sold out
Charles Schwab Investment Management Inc0$00.00%−21,396−100.0%Sold out
Nuveen Asset Management, LLC0$00.00%−17,131−100.0%Sold out
California State Teachers Retirement System0$00.00%−14,887−100.0%Sold out
Rhumbline Advisers0$00.00%−11,489−100.0%Sold out
Invesco Ltd.0$00.00%−10,374−100.0%Sold out
Cary Street Partner Investment Advisory LLC0$00.00%−64,589−100.0%Sold out
Deutsche Bank AG0$00.00%−6,440−100.0%Sold out
American International Group, Inc.0$00.00%−5,755−100.0%Sold out
Ameritas Investment Partners, Inc.0$00.00%−872−100.0%Sold out
Legal & General Group Plc0$00.00%−737−100.0%Sold out
Bank of Montreal0$00.00%−390−100.0%Sold out