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Manhattan Bridge Capital (LOAN) Institutional Ownership

Manhattan Bridge Capital logo
$5.40 -0.04 (-0.74%)
As of 02:45 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Manhattan Bridge Capital (NASDAQ:LOAN)

Current
Institutional Ownership
Percentage
21.84%
Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$22.25M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$2.81M
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LOAN Institutional Buying and Selling by Quarter

Manhattan Bridge Capital Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2025Certuity LLC55,855$306K0.0%N/A0.488%
8/14/2025 Cary Street Partners Financial LLC260,205$1.42M0.0%-0.8%2.275%
8/13/2025 Fortress Financial Solutions LLC120,282$658K0.8%+3.9%1.052%
7/29/2025 International Assets Investment Management LLC27,211$149K0.0%N/A0.238%
7/28/2025 Frazier Financial Advisors LLC20,500$112K0.1%N/A0.179%
7/28/2025 Melia Wealth LLC378,533$2.07M1.0%+4.9%3.309%
7/25/2025 Atria Wealth Solutions Inc.39,871$218K0.0%+57.2%0.349%
7/23/2025 Hardy Reed LLC304,666$1.67M0.1%-21.1%2.663%
7/9/2025 OLIO Financial Planning72,798$398K0.1%+196.3%0.636%
5/16/2025NewEdge Advisors LLC22,109$131K0.0%-21.2%0.193%
5/9/2025 Chicago Partners Investment Group LLC50,000$296K0.0%N/A0.437%
5/9/2025 Atria Wealth Solutions Inc.25,358$150K0.0%-9.1%0.222%
5/9/2025 Cary Street Partners Financial LLC262,237$1.55M0.0%-12.8%2.292%
5/7/2025 Melia Wealth LLC360,918$2.13M1.1%+2.8%3.155%
5/7/2025 Bellwether Advisors LLC82,886$490K0.1%-21.5%0.725%
5/2/2025 Hardy Reed LLC386,259$2.28M0.2%+4.3%3.377%
5/2/2025 Kingsview Wealth Management LLC20,422$121K0.0%N/A0.179%
5/2/2025 Fortress Financial Solutions LLC115,760$684K1.0%-5.3%1.012%
4/11/2025 OLIO Financial Planning24,568$145K0.1%+17.5%0.215%
4/8/2025 Beese Fulmer Investment Management Inc.120,796$714K0.1%-15.3%1.056%
3/24/2025 Avant Financial Advisors LLC290,280$1.63M1.5%N/A2.538%
2/17/2025Gen Wealth Partners Inc38,740$217K0.1%+5.1%0.339%
2/17/2025Citadel Advisors LLC13,949$78K0.0%-36.5%0.122%
2/17/2025 Cary Street Partners Financial LLC300,664$1.68M0.1%N/A2.628%
2/13/2025NewEdge Advisors LLC28,074$157K0.0%+28.4%0.245%
2/13/2025 Melia Wealth LLC351,140$1.97M1.0%+3.0%3.069%
2/13/2025Advisory Services Network LLC17,375$97K0.0%N/A0.152%
2/13/2025 Renaissance Technologies LLC153,200$858K0.0%-16.8%1.339%
2/11/2025 LPL Financial LLC30,191$169K0.0%N/A0.264%
2/3/2025 Hardy Reed LLC370,499$2.08M0.2%+7.8%3.239%
1/31/2025 Atria Wealth Solutions Inc.27,885$159K0.0%+13.5%0.244%
1/29/2025 Fortress Financial Solutions LLC122,267$685K1.0%N/A1.069%
1/28/2025 Capital Management Associates Inc32,909$184K0.1%N/A0.288%
1/28/2025 Beese Fulmer Investment Management Inc.142,597$799K0.1%+9.7%1.246%
1/21/2025 OLIO Financial Planning20,903$117K0.0%N/A0.183%
1/16/2025 Abacus Wealth Partners LLC42,775$240K0.0%-10.6%0.374%
1/8/2025 International Assets Investment Management LLC27,421$153K0.0%-81.3%0.240%
11/18/2024 Soltis Investment Advisors LLC2,649,589$14.76M1.4%N/A23.163%
11/16/2024 Geode Capital Management LLC113,918$635K0.0%+2.7%0.996%
11/13/2024 Hardy Reed LLC343,766$1.92M0.2%-21.1%3.005%
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11/12/2024 Waddell & Associates LLC64,200$358K0.0%-16.8%0.561%
11/8/2024 Bellwether Advisors LLC105,585$588K0.1%-21.8%0.923%
11/6/2024 Frazier Financial Advisors LLC5,718$32K0.0%-66.3%0.050%
11/6/2024 Bard Associates Inc.364,817$2.03M0.7%-1.0%3.189%
10/23/2024 Beese Fulmer Investment Management Inc.129,981$724K0.1%+53.4%1.136%
10/22/2024 International Assets Investment Management LLC146,682$817K0.0%+441.5%1.282%
10/3/2024 Abacus Wealth Partners LLC47,852$267K0.0%-8.2%0.418%
8/19/2024B. Riley Wealth Advisors Inc.23,250$120K0.0%+35.7%0.203%
8/9/2024 Renaissance Technologies LLC187,428$963K0.0%+13.3%1.638%
8/6/2024 Waddell & Associates LLC77,118$396K0.1%+3.9%0.674%
8/1/2024 Bellwether Advisors LLC135,074$694K0.1%-16.3%1.181%
7/27/2024 Riversedge Advisors LLC13,231$68K0.0%N/A0.116%
7/11/2024 Abacus Wealth Partners LLC52,125$268K0.0%-7.3%0.456%
7/3/2024 Beese Fulmer Investment Management Inc.84,759$436K0.0%N/A0.741%
5/20/2024 Virtu Financial LLC13,719$69K0.0%N/A0.120%
5/16/2024B. Riley Wealth Advisors Inc.17,133$82K0.0%+67.8%0.150%
5/10/2024 Acadian Asset Management LLC9,902$49K0.0%-34.6%0.087%
5/10/2024 Pinnacle Wealth Planning Services Inc.141,494$716K0.1%+24.7%1.237%
5/2/2024 Hardy Reed LLC302,507$1.53M0.2%-9.8%2.644%
5/2/2024 PDS Planning Inc98,529$499K0.1%N/A0.861%
4/30/2024 North Star Investment Management Corp.46,261$234K0.0%N/A0.404%
4/15/2024 Wealthcare Advisory Partners LLC45,347$229K0.0%-16.4%0.396%
4/10/2024 Abacus Wealth Partners LLC56,216$284K0.0%+288.7%0.491%
4/10/2024 Melia Wealth LLC62,161$315K0.2%N/A0.543%
3/15/2024B. Riley Wealth Advisors Inc.10,210$52K0.0%-40.4%0.089%
2/13/2024 Bard Associates Inc.376,999$1.92M0.7%-0.9%3.293%
2/9/2024 Frazier Financial Advisors LLC41,357$206K0.2%N/A0.361%
2/8/2024 Pinnacle Wealth Planning Services Inc.113,446$564K0.1%+122.2%0.991%
2/7/2024 Abacus Wealth Partners LLC14,464$72K0.0%-18.3%0.126%
2/6/2024 Wealthcare Advisory Partners LLC54,249$270K0.0%N/A0.474%
2/6/2024 Fi3 FINANCIAL ADVISORS LLC21,625$107K0.1%-16.2%0.189%
2/6/2024 National Bank of Canada FI5,900$28K0.0%+195.0%0.052%
2/5/2024Certuity LLC10,913$54K0.0%N/A0.095%
2/2/2024 Atria Wealth Solutions Inc.106,552$537K0.0%-4.2%0.931%
1/24/2024 International Assets Investment Management LLC126,196$627K0.0%+447.4%1.102%
1/12/2024 Bellwether Advisors LLC178,180$886K0.2%+10.5%1.556%
12/1/2023B. Riley Wealth Advisors Inc.17,133$82K0.0%-31.8%0.150%
11/14/2023 Perritt Capital Management Inc.29,462$141K0.1%+506.7%0.257%
11/13/2023 Abacus Wealth Partners LLC17,709$85K0.0%-15.3%0.155%
11/9/2023 Fi3 FINANCIAL ADVISORS LLC25,811$124K0.1%-13.8%0.225%
11/9/2023 Hardy Reed LLC332,296$1.60M0.3%+871.6%2.902%
11/8/2023 Soltis Investment Advisors LLC81,100$389K0.1%N/A0.708%
11/8/2023 Atria Wealth Solutions Inc.111,183$534K0.0%+11.7%0.971%
11/8/2023 Pinnacle Wealth Planning Services Inc.51,061$245K0.0%+23.0%0.446%
11/7/2023 Waddell & Associates LLC102,772$493K0.1%+16.9%0.898%
10/30/2023 Bellwether Advisors LLC161,224$774K0.2%+24.0%1.408%
10/11/2023 Independent Wealth Network Inc.10,900$52K0.0%N/A0.095%
10/4/2023 International Assets Investment Management LLC23,053$105K0.0%+17.6%0.201%
8/8/2023 Fi3 FINANCIAL ADVISORS LLC29,952$151K0.1%-12.0%0.261%
8/7/2023 Acadian Asset Management LLC15,138$75K0.0%-25.0%0.132%
Washington Thinks They Own Your Bank Account (Ad)

What If Washington Declared That: YOUR Money ISN'T Actually Yours? Sounds insane, but that's exactly what the Department of Justice just admitted in court—claiming cash isn't legally your property. What does that mean? It means Washington thinks they can seize, freeze, or drain your accounts—whenever they want.

Get your free guide now by clicking here >>
8/7/2023 Pinnacle Wealth Planning Services Inc.41,508$42K0.0%-51.5%0.362%
8/4/2023 Bellwether Advisors LLC130,040$130K0.0%-10.5%1.135%
8/3/2023 Atria Wealth Solutions Inc.99,503$502K0.0%+58.3%0.868%
8/3/2023 Shufro Rose & Co. LLC218,985$1.11M0.1%+1.6%1.911%
7/17/2023 Clear Creek Financial Management LLC26,729$27K0.0%+14.0%0.233%
6/7/2023Atomi Financial Group Inc.46,700$242K0.1%N/A0.406%
5/5/2023 Bellwether Advisors LLC145,242$145K0.0%+17.4%1.264%
5/4/2023 Hardy Reed LLC37,425$37K0.0%-7.9%0.326%
5/4/2023 Fi3 FINANCIAL ADVISORS LLC34,049$176K0.1%-10.6%0.296%
5/3/2023 Pinnacle Wealth Planning Services Inc.85,592$86K0.0%-7.1%0.745%
(Data available from 1/1/2016 forward)

LOAN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LOAN shares?

During the previous two years, 38 institutional investors and hedge funds held shares of Manhattan Bridge Capital. The most heavily invested institutionals were Soltis Investment Advisors LLC ($14.76M), Melia Wealth LLC ($2.07M), Bard Associates Inc. ($2.03M), Hardy Reed LLC ($1.67M), Avant Financial Advisors LLC ($1.63M), Cary Street Partners Financial LLC ($1.42M), and Renaissance Technologies LLC ($858K).Learn more on Manhattan Bridge Capital's institutional investors.

What percentage of Manhattan Bridge Capital's stock is owned by institutional investors?

21.84% of Manhattan Bridge Capital's stock is owned by institutional investors. Learn more on LOAN's institutional investor holdings.

Which institutional investors have been buying Manhattan Bridge Capital's stock?

Of the 34 institutional investors that purchased Manhattan Bridge Capital's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Soltis Investment Advisors LLC ($2.73M), Hardy Reed LLC ($340.59K), Cary Street Partners Financial LLC ($300.66K), Avant Financial Advisors LLC ($290.28K), International Assets Investment Management LLC ($253.40K), Beese Fulmer Investment Management Inc. ($142.60K), and Fortress Financial Solutions LLC ($126.79K).

How much institutional buying is happening at Manhattan Bridge Capital?

Institutional investors have bought a total of 3,987,276 shares in the last 24 months. This purchase volume represents approximately $22.25M in transactions.

Which of Manhattan Bridge Capital's major shareholders have been selling company stock?

Of the 14 institutional investors that sold Manhattan Bridge Capital's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Hardy Reed LLC ($173.32K), International Assets Investment Management LLC ($119.26K), Bellwether Advisors LLC ($52.19K), Cary Street Partners Financial LLC ($40.46K), Renaissance Technologies LLC ($30.93K), Beese Fulmer Investment Management Inc. ($21.80K), and Waddell & Associates LLC ($12.92K).

How much institutional selling is happening at Manhattan Bridge Capital?

Institutional investors have sold a total of 498,310 shares in the last 24 months. This volume of shares sold represents approximately $2.81M in transactions.


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This page (NASDAQ:LOAN) was last updated on 8/15/2025 by MarketBeat.com Staff
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