Eastern Bankshares (EBC) Institutional Ownership

$13.61
+0.02 (+0.15%)
(As of 03:27 PM ET)

Institutional Ownership Changes (13F Filings) for Eastern Bankshares (NASDAQ:EBC)

Current
Institutional Ownership
Percentage
71.68%
Number of
Institutional Buyers
(last 12 months)
72
Total
Institutional Inflows
(last 12 months)
$203.39M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$75.48M
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EBC Institutional Buying and Selling by Quarter

Eastern Bankshares Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/7/2024SG Americas Securities LLC9,136$126K0.0%N/A0.005%
5/2/2024 Jennison Associates LLC2,993,308$41.25M0.0%+23.8%1.697%
5/2/2024 Mutual of America Capital Management LLC376,027$5.18M0.1%-30.7%0.213%
5/1/2024 Janney Montgomery Scott LLC114,450$1.58M0.0%-0.9%0.065%
4/30/2024 Vest Financial LLC65,042$896K0.0%N/A0.037%
4/29/2024 Principal Financial Group Inc.17,799$245K0.0%-8.9%0.010%
4/27/2024 Finer Wealth Management Inc.27,971$385K0.3%-11.9%0.016%
4/26/2024 SlateStone Wealth LLC55,436$764K0.1%-2.6%0.031%
4/24/2024 Essex Financial Services Inc.77,495$1.07M0.1%-1.7%0.044%
4/16/2024 Hennessy Advisors Inc.185,000$2.55M0.1%-1.6%0.105%
4/9/2024 Lynch & Associates IN35,000$482K0.1%-2.8%0.020%
4/8/2024 Beese Fulmer Investment Management Inc.67,700$933K0.1%-5.6%0.038%
3/25/2024Quadrature Capital Ltd13,328$189K0.0%N/A0.008%
3/14/2024 Hennessy Advisors Inc.188,000$2.67M0.1%-1.1%0.107%
3/11/2024Vanguard Group Inc.16,382,980$232.64M0.0%+0.1%9.286%
3/5/2024Wellington Management Group LLP3,464,674$49.20M0.0%+19.3%1.964%
3/1/2024Goldman Sachs Group Inc.2,231,126$31.68M0.0%+9.5%1.265%
2/29/2024Tortoise Investment Management LLC10,000$134K0.0%N/A0.006%
2/13/2024Rafferty Asset Management LLC207,810$2.95M0.0%+102.8%0.118%
2/13/2024The Manufacturers Life Insurance Company 1,622,734$23.04M0.0%+1,965.8%0.920%
2/12/2024Brown Brothers Harriman & Co.200,000$2.84M0.0%N/A0.113%
2/12/2024 First Pacific Advisors LP121,689$1.73M0.0%+47.0%0.069%
2/12/2024Steward Partners Investment Advisory LLC47,350$672K0.0%+29.1%0.027%
2/9/2024 Congress Wealth Management LLC DE 196,500$2.79M0.1%N/A0.111%
2/9/2024Northstar Asset Management Inc.446,752$6.34M1.8%-5.3%0.253%
2/9/2024Norges Bank1,728,411$24.54M0.0%N/A0.980%
2/8/2024 Brown Advisory Inc.3,163,087$44.92M0.1%-17.3%1.793%
2/8/2024Tortoise Investment Management LLC10,000$134K0.0%N/A0.006%
2/8/2024Quadrant Capital Group LLC5,063$72K0.0%-22.0%0.003%
2/8/2024 Janney Montgomery Scott LLC115,450$1.64M0.0%-4.5%0.065%
2/7/2024Dimensional Fund Advisors LP3,794,640$53.89M0.0%+20.1%2.151%
2/6/2024Picton Mahoney Asset Management28,125$400K0.0%N/A0.016%
2/6/2024Charles Schwab Investment Management Inc.1,551,113$22.03M0.0%+4.8%0.879%
2/6/2024 Welch & Forbes LLC31,500$447K0.0%-28.4%0.018%
2/6/2024 Amalgamated Bank13,572$193K0.0%-10.4%0.008%
2/6/2024Swiss National Bank312,800$4.44M0.0%-10.3%0.177%
2/6/2024 Essex Financial Services Inc.78,865$1.12M0.1%-10.4%0.045%
2/5/2024 Victory Capital Management Inc.21,432$304K0.0%-37.4%0.012%
2/5/2024Russell Investments Group Ltd.7,764$110K0.0%-10.0%0.004%
2/5/2024White Pine Capital LLC61,085$867K0.3%N/A0.035%
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2/2/2024 State of New Jersey Common Pension Fund D207,849$2.95M0.0%+13.0%0.118%
2/1/2024 Jennison Associates LLC2,416,927$34.32M0.0%-25.1%1.370%
2/1/2024 Signaturefd LLC5,922$84K0.0%-11.0%0.003%
1/30/2024Mackenzie Financial Corp11,573$164K0.0%N/A0.007%
1/30/2024Cornercap Investment Counsel Inc.38,623$548K0.1%N/A0.022%
1/29/2024Baystate Wealth Management LLC54,729$777K0.1%+283.5%0.031%
1/26/2024 Mutual of America Capital Management LLC542,316$7.70M0.1%-10.5%0.307%
1/24/2024 O ROURKE & COMPANY Inc32,003$454K0.3%-11.6%0.018%
1/24/2024Arizona State Retirement System44,375$630K0.0%-1.8%0.025%
1/23/2024 Howland Capital Management LLC35,000$497K0.0%-12.5%0.020%
1/19/2024 AlphaMark Advisors LLC19,859$282K0.1%N/A0.011%
1/18/2024 Hennessy Advisors Inc.188,000$2.67M0.2%-1.1%0.107%
1/11/2024 Single Point Partners LLC145,401$2.07M0.5%-4.6%0.082%
12/18/2023Vanguard Group Inc.16,367,130$205.24M0.0%+0.6%9.278%
12/6/2023Citigroup Inc.50,306$631K0.0%-67.7%0.029%
12/1/2023Wellington Management Group LLP2,904,920$36.43M0.0%-25.9%1.647%
11/22/2023Graham Capital Management L.P.68,086$854K0.0%N/A0.039%
11/16/2023 Essex Financial Services Inc.87,995$1.10M0.1%-5.4%0.050%
11/15/2023Endeavour Capital Advisors Inc.56,957$714K0.3%+37.8%0.032%
11/14/2023Richard Bernstein Advisors LLC221,771$2.78M0.0%N/A0.126%
11/13/2023FMR LLC9,926,166$124.47M0.0%+24.9%5.626%
11/13/2023Rafferty Asset Management LLC102,468$1.29M0.0%-46.3%0.058%
11/9/2023William Blair Investment Management LLC2,570,356$32.23M0.1%+25.1%1.457%
11/9/2023Rhumbline Advisers249,603$3.13M0.0%+0.5%0.141%
11/9/2023Deutsche Bank AG252,706$3.17M0.0%-7.4%0.143%
11/9/2023Citigroup Inc.50,306$631K0.0%-67.7%0.029%
11/9/2023 Mutual of America Capital Management LLC605,607$7.59M0.1%+2.5%0.343%
11/9/2023UBS Group AG181,507$2.28M0.0%+69.5%0.103%
11/8/2023 State of New Jersey Common Pension Fund D183,976$2.31M0.0%-16.7%0.104%
11/8/2023Charles Schwab Investment Management Inc.1,480,552$18.57M0.0%+4.7%0.839%
11/8/2023Keeley Teton Advisors LLC50,000$627K0.1%-73.0%0.028%
11/8/2023 Janney Montgomery Scott LLC120,850$1.52M0.0%-10.0%0.068%
11/8/2023Swiss National Bank348,900$4.38M0.0%+1.0%0.198%
11/8/2023Northstar Asset Management Inc.471,999$5.92M1.9%-1.6%0.268%
11/7/2023New York State Common Retirement Fund66,309$832K0.0%+13.2%0.038%
11/7/2023 Impax Asset Management Group plc750,000$9.41M0.0%+53.1%0.425%
11/7/2023Barclays PLC192,830$2.42M0.0%-20.7%0.109%
11/7/2023Jump Financial LLC17,518$220K0.0%N/A0.010%
11/6/2023 Victory Capital Management Inc.34,249$429K0.0%-14.6%0.019%
11/3/2023 Welch & Forbes LLC44,000$552K0.0%-43.6%0.025%
11/2/2023 Principal Financial Group Inc.22,928$288K0.0%+39.2%0.013%
10/31/2023 Jennison Associates LLC3,226,091$40.46M0.0%-0.4%1.829%
10/27/2023TD Asset Management Inc92,000$1.15M0.0%+17.0%0.052%
10/27/2023Emerald Mutual Fund Advisers Trust12,050$151K0.0%N/A0.007%
10/25/2023 Zurcher Kantonalbank Zurich Cantonalbank33,218$417K0.0%+26.0%0.019%
10/25/2023 Verdence Capital Advisors LLC19,408$243K0.0%+32.8%0.011%
10/25/2023 Brown Advisory Inc.3,825,420$47.97M0.1%-0.3%2.169%
10/24/2023 Bank of New York Mellon Corp895,329$11.23M0.0%-0.4%0.508%
10/23/2023Commonwealth Equity Services LLC63,410$795K0.0%+17.7%0.036%
10/18/2023 Hennessy Advisors Inc.190,000$2.38M0.2%-9.5%0.108%
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10/17/2023 Howland Capital Management LLC40,000$502K0.0%-20.0%0.023%
10/13/2023SG Americas Securities LLC41,368$519K0.0%-6.1%0.023%
10/12/2023 Single Point Partners LLC152,339$1.91M0.5%-2.6%0.086%
10/12/2023 SeaCrest Wealth Management LLC64,000$803K0.1%-1.5%0.036%
10/12/2023 SlateStone Wealth LLC56,936$714K0.1%-3.4%0.032%
10/10/2023 FNY Investment Advisers LLC24,780$310K0.2%N/A0.014%
10/10/2023 Quent Capital LLC2,500$31K0.0%+100.0%0.001%
9/12/2023Farther Finance Advisors LLC2,000$25K0.0%-43.8%0.001%
8/15/2023Private Capital Management LLC71,636$879K0.1%-7.1%0.041%
8/15/2023Raffles Associates LP428,330$5.26M7.1%-25.9%0.243%
(Data available from 1/1/2016 forward)

EBC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EBC shares?

During the previous two years, 171 institutional investors and hedge funds held shares of Eastern Bankshares. The most heavily invested institutionals were Vanguard Group Inc. ($232.64M), FMR LLC ($124.47M), Dimensional Fund Advisors LP ($53.89M), Wellington Management Group LLP ($49.20M), Brown Advisory Inc. ($44.92M), Jennison Associates LLC ($41.25M), and William Blair Investment Management LLC ($32.23M).Learn more on EBC's institutional investors.

What percentage of Eastern Bankshares stock is owned by institutional investors?

71.68% of Eastern Bankshares stock is owned by institutional investors. Learn more on EBC's institutional investor holdings.

Which institutional investors have been buying Eastern Bankshares stock?

Of the 131 institutional investors that purchased Eastern Bankshares stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($3.38M), Norges Bank ($1.73M), Jennison Associates LLC ($1.70M), The Manufacturers Life Insurance Company ($1.54M), Dimensional Fund Advisors LP ($1.38M), Brown Advisory Inc. ($1.34M), and M3F Inc. ($893.71K).

How much institutional buying is happening at Eastern Bankshares?

Institutional investors have bought a total of 22,000,031 shares in the last 24 months. This purchase volume represents approximately $322.90M in transactions.

Which Eastern Bankshares major shareholders have been selling company stock?

Of the 97 institutional investors that sold Eastern Bankshares stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brown Advisory Inc. ($1.30M), Birch Hill Investment Advisors LLC ($1.25M), Victory Capital Management Inc. ($1.18M), FJ Capital Management LLC ($1.14M), Wellington Management Group LLP ($1.02M), Jennison Associates LLC ($823.14K), and Federated Hermes Inc. ($483.45K).

How much institutional selling is happening at Eastern Bankshares?

Institutional investors have sold a total of 11,631,284 shares in the last 24 months. This volume of shares sold represents approximately $168.77M in transactions.


This page (NASDAQ:EBC) was last updated on 5/7/2024 by MarketBeat.com Staff

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