Sea Crest Wealth Management, LLC Hingham Instn For Svgs (Mass) Transaction History

Sea Crest Wealth Management, LLC

$902 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 18, 2024	BUY	$148.58 - $204.5 $148,728 - $204,704	1,001 New	1,001 $194,000
Q2 2023 Jul 14, 2023	SELL	$176.11 - $233.51 $176,110 - $233,510	-1,000 Reduced 49.98%	1,001 $213,000
Q1 2023 May 11, 2023	SELL	$225.85 - $309.31 $56,462 - $77,327	-250 Reduced 11.11%	2,001 $467,000
Q1 2021 May 17, 2021	SELL	$215.4 - $294.7 $47,603 - $65,128	-221 Reduced 8.94%	2,251 $639,000
Q4 2020 Feb 09, 2021	SELL	$183.8 - $228.24 $53,118 - $65,961	-289 Reduced 10.47%	2,472 $534,000
Q3 2020 Nov 12, 2020	BUY	$155.98 - $199.78 $155 - $199	1 Added 0.04%	2,761 $508,000
Q2 2019 Jul 19, 2019	BUY	$165.79 - $198.01 $994 - $1,188	6 Added 0.22%	2,760 $547,000
Q1 2019 May 10, 2019	BUY	$168.01 - $206.7 $840 - $1,033	5 Added 0.18%	2,754 $474,000
Q4 2018 Feb 13, 2019	BUY	$197.74 - $222.2 $988 - $1,111	5 Added 0.18%	2,749 $544,000
Q3 2018 Nov 14, 2018	BUY	$215.0 - $225.0 $860 - $900	4 Added 0.15%	2,744 $603,000
Q2 2018 Aug 03, 2018	BUY	$202.61 - $221.5 $1,013 - $1,107	5 Added 0.18%	2,740 $602,000
Q1 2018 Apr 20, 2018	BUY	$199.75 - $233.13 $799 - $932	4 Added 0.15%	2,735 $563,000
Q4 2017 Feb 02, 2018	BUY	$192.74 - $235.25 $526,372 - $642,467	2,731	2,731 $565,000

Others Institutions Holding HIFS

# of Institutions

94

Shares Held

1.56M

Call Options Held

0

Put Options Held

0

International Assets Investment Management, LLC Orlando, FL

438K
Shares

$125 Million
0.0% of portfolio
Maren Capital LLC Chicago, IL

163K
Shares

$46.5 Million
3.26% of portfolio
Black Rock Inc. New York, NY

129K
Shares

$36.8 Million
0.0% of portfolio
Royce & Associates LP

105K
Shares

$29.8 Million
0.24% of portfolio
Vanguard Group Inc Valley Forge, PA

100K
Shares

$28.7 Million
0.0% of portfolio

About HINGHAM INSTN FOR SVGS (MASS)

Ticker HIFS
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 2,145,400
Market Cap $612M

More about HIFS

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