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EBC - Eastern Bankshares, Inc. Stock Price, Fair Value and News
12.92
USD
+0.36
(+2.87%)
Market Closed
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EBC
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Funds-Owners-Holders
Which funds bought or sold EBC recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-04-30
JFS WEALTH ADVISORS, LLC
UNCHANGED
Premium
Premium
Premium
Premium
36.00
2024-04-30
Avior Wealth Management, LLC
NEW
Premium
Premium
Premium
Premium
32.00
2024-04-30
Sequoia Financial Advisors, LLC
UNCHANGED
Premium
Premium
Premium
Premium
15,000
2024-04-30
Vest Financial, LLC
NEW
Premium
Premium
Premium
Premium
65,042
2024-04-30
Impax Asset Management Group plc
UNCHANGED
Premium
Premium
Premium
Premium
750,000
2024-04-30
Private Wealth Management Group, LLC
UNCHANGED
Premium
Premium
Premium
Premium
94.00
2024-04-29
PRINCIPAL FINANCIAL GROUP INC
REDUCED
Premium
Premium
Premium
Premium
17,799
2024-04-29
American Capital Advisory, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-29
COMMONWEALTH EQUITY SERVICES, LLC
REDUCED
Premium
Premium
Premium
Premium
60,102
2024-04-26
SlateStone Wealth, LLC
REDUCED
Premium
Premium
Premium
Premium
55,436
2024-04-26
Finer Wealth Management, Inc.
REDUCED
Premium
Premium
Premium
Premium
27,971
2024-04-26
UMB Bank, n.a.
UNCHANGED
Premium
Premium
Premium
Premium
12,000
2024-04-25
Zurcher Kantonalbank (Zurich Cantonalbank)
ADDED
Premium
Premium
Premium
Premium
36,305
2024-04-25
Bank of New York Mellon Corp
REDUCED
Premium
Premium
Premium
Premium
1,032,230
2024-04-25
Allworth Financial LP
REDUCED
Premium
Premium
Premium
Premium
1,371
2024-04-25
Verdence Capital Advisors LLC
REDUCED
Premium
Premium
Premium
Premium
19,032
2024-04-25
Lindbrook Capital, LLC
REDUCED
Premium
Premium
Premium
Premium
1,128
2024-04-24
Essex Financial Services, Inc.
REDUCED
Premium
Premium
Premium
Premium
77,495
2024-04-24
Polaris Capital Management, LLC
UNCHANGED
Premium
Premium
Premium
Premium
200,000
2024-04-24
BROWN ADVISORY INC
ADDED
Premium
Premium
Premium
Premium
3,294,120
2024-04-24
Robeco Institutional Asset Management B.V.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-23
Global Retirement Partners, LLC
UNCHANGED
Premium
Premium
Premium
Premium
120
2024-04-23
AMALGAMATED BANK
REDUCED
Premium
Premium
Premium
Premium
5,273
2024-04-23
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
ADDED
Premium
Premium
Premium
Premium
345
2024-04-22
MetLife Investment Management, LLC
UNCHANGED
Premium
Premium
Premium
Premium
83,768
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10
25
50
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1–25 of 233
Which funds are the top buyers of EBC?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
16,383,000
232,638,000
-
T. Rowe Price Investment Management, Inc.
13,230,600
187,874,000
0.12%
BlackRock Inc.
12,591,000
178,792,000
-
FMR LLC
11,024,000
156,540,000
0.01%
STATE STREET CORP
5,439,240
77,237,200
-
GOLDMAN SACHS GROUP INC
4,462,250
63,364,000
0.01%
DIMENSIONAL FUND ADVISORS LP
3,794,640
53,885,100
0.02%
GEODE CAPITAL MANAGEMENT, LLC
3,476,860
49,377,200
-
WELLINGTON MANAGEMENT GROUP LLP
3,464,670
49,198,400
0.01%
JANUS HENDERSON GROUP PLC
3,394,470
48,201,000
0.03%
Rows per page:
10
1–10 of 98
Which funds have put a big percent of portfolio in EBC?
Fund Name
$ Value
% Port.
RAFFLES ASSOCIATES LP
7,071,460
8.94%
M3F, Inc.
13,171,000
4.18%
NORTHSTAR ASSET MANAGEMENT INC
6,343,880
1.83%
Knott David M
3,857,000
1.40%
ENDEAVOUR CAPITAL ADVISORS INC
2,898,790
0.97%
Walthausen & Co., LLC
3,065,000
0.89%
FJ Capital Management LLC
6,250,640
0.63%
Nierenberg Investment Management Company, Inc.
654,450
0.39%
WHITE PINE CAPITAL LLC
867,407
0.33%
Beaumont Financial Partners, LLC
2,810,000
0.27%
Rows per page:
10
1–10 of 97
Trend of No. of funds that hold EBC
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
WHALEROCK POINT PARTNERS, LLC
230,938,000
NORGES BANK
24,543,400
BROWN BROTHERS HARRIMAN & CO
2,840,000
Edgestream Partners, L.P.
1,517,180
Vest Financial, LLC
896,279
WHITE PINE CAPITAL LLC
867,407
PDT Partners, LLC
668,138
Nierenberg Investment Management Company, Inc.
654,450
Additions
Fund Name
% Increased
MANUFACTURERS LIFE INSURANCE COMPANY, THE
1,965
Tower Research Capital LLC (TRC)
908
Baystate Wealth Management LLC
283
JACOBS LEVY EQUITY MANAGEMENT, INC
270
ENDEAVOUR CAPITAL ADVISORS INC
258
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO
256
VOLORIDGE INVESTMENT MANAGEMENT, LLC
231
CITIGROUP INC
197
Reductions
Fund Name
% Reduced
Thrivent Financial for Lutherans
-94.71
Freestone Capital Holdings, LLC
-86.11
MILLENNIUM MANAGEMENT LLC
-76.67
Quent Capital, LLC
-73.32
AMALGAMATED BANK
-61.15
FJ Capital Management LLC
-60.96
Parallel Advisors, LLC
-60.5
CITADEL ADVISORS LLC
-56.68
Sold off
Fund Name
$ Sold
BRIDGEWAY CAPITAL MANAGEMENT, LLC
-4,697,030
BRIDGEWAY CAPITAL MANAGEMENT, LLC
-4,697,030
Balyasny Asset Management L.P.
-4,205,130
Monarch Partners Asset Management LLC
-3,495,000
Congress Wealth Management LLC / DE /
-2,790,300
Gillson Capital LP
-2,323,000
HRT FINANCIAL LP
-1,027,000
Graham Capital Management, L.P.
-853,798