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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 2023

Institutional positions in Partners Bancorp as of Jun 30, 2023. 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
32
−1 vs. Q1 2023
Shares held
3.16M
−144.7K (−4.4%) vs. Q1 2023
Total value
$19.6M
−$6.32M (−24.4%) vs. Q1 2023
New holders
2
12 more added
Sold out
3
7 more reduced

Compare with Q1 2023: 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 2023: 32 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 2023: $19.6M
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 2023

Shares, value and share of portfolio for each institution holding Partners Bancorp; share changes are against Q1 2023.

Institutions holding PTRS in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
FJ Capital Management LLC1,052,086$6.51M0.83%+906,155+620.9%Added
Alliancebernstein L.P.736,272$4.56M0.00%+80,698+12.3%Added
Vanguard Group Inc372,228$2.30M0.00%−323,149−46.5%Reduced
Brown Advisory Inc188,103$1.16M0.00%00.0%Unchanged
Boothbay Fund Management, LLC136,474$844.8K0.03%+1,391+1.0%Added
Jacobs Asset Management, LLC118,688$734.7K0.58%−15,902−11.8%Reduced
CSS LLC118,112$731.1K0.06%+30,984+35.6%Added
Geode Capital Management, LLC84,940$525.8K0.00%+3,326+4.1%Added
Wealthspire Advisors, LLC56,146$347.5K0.01%00.0%Unchanged
State Street Corp35,613$220.4K0.00%+3,756+11.8%Added
Bank of New York Mellon Corp35,067$217.1K0.00%−746−2.1%Reduced
LPL Financial LLC33,306$206.2K0.00%00.0%Unchanged
BlackRock Inc.26,838$166.1K0.00%+3,249+13.8%Added
Davenport & Co LLC20,000$123.8K0.00%00.0%Unchanged
Royal Bank of Canada19,764$123.0K0.00%+207+1.1%Added
Buckingham Strategic Partners19,422$120.2K0.01%00.0%Unchanged
Northern Trust Corp18,055$111.8K0.00%−72−0.4%Reduced
Virtu Financial LLC15,520$96.0K0.01%+15,520New
Yakira Capital Management, Inc.14,127$87.4K0.02%00.0%Unchanged
Cora Capital Advisors LLC12,706$78.7K0.05%+1,085+9.3%Added
Susquehanna International Group, LLP11,279$69.8K0.00%−13,515−54.5%Reduced
BFT Financial Group, LLC10,000$61.9K0.01%−5,000−33.3%Reduced
Morgan Stanley7,449$46.1K0.00%−1,519−16.9%Reduced
Advisor Group Holdings, Inc.5,300$32.8K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC4,294$26.6K0.00%00.0%Unchanged
Heritage Wealth Advisors4,294$26.6K0.00%00.0%Unchanged
Sandy Spring Bank4,060$25.1K0.00%+14+0.3%Added
Bourgeon Capital Management LLC1,631$10.1K0.00%+6+0.4%Added
Tower Research Capital LLC (TRC)895$5.54K0.00%+895New
Bank of America Corp613$3.79K0.00%00.0%Unchanged
Wells Fargo & Company71$4390.00%+3+4.4%Added
JPMorgan Chase & Co16$990.00%00.0%Unchanged
BHZ Capital Management, LP0$00.00%−809,505−100.0%Sold out
Jane Street Group, LLC0$00.00%−13,943−100.0%Sold out
Trium Capital LLP0$00.00%−8,589−100.0%Sold out