Steward Partners Investment Advisory, LLC People'S United Financial, Inc. Transaction History

Steward Partners Investment Advisory, LLC

$10.9 Billion
Q1 2025

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 04, 2022	SELL	$19.41 - $19.41 $443,227 - $443,227	-22,835 Closed	0 $0
Q1 2022 May 02, 2022	BUY	$18.29 - $21.71 $493 - $586	27 Added 0.12%	22,835 $456,000
Q4 2021 Feb 08, 2022	BUY	$16.57 - $18.83 $20,894 - $23,744	1,261 Added 5.85%	22,808 $406,000
Q3 2021 Nov 12, 2021	SELL	$15.26 - $17.89 $350 - $411	-23 Reduced 0.11%	21,547 $376,000
Q2 2021 Aug 13, 2021	SELL	$16.85 - $19.41 $48,797 - $56,211	-2,896 Reduced 11.84%	21,570 $370,000
Q1 2021 May 14, 2021	SELL	$12.87 - $19.14 $26,306 - $39,122	-2,044 Reduced 7.71%	24,466 $0
Q4 2020 Feb 11, 2021	SELL	$10.17 - $13.52 $41,574 - $55,269	-4,088 Reduced 13.36%	26,510 $343,000
Q3 2020 Oct 30, 2020	SELL	$9.88 - $12.0 $32,732 - $39,756	-3,313 Reduced 9.77%	30,598 $315,000
Q2 2020 Aug 06, 2020	SELL	$9.51 - $13.79 $38,620 - $56,001	-4,061 Reduced 10.69%	33,911 $392,000
Q1 2020 Apr 29, 2020	SELL	$10.7 - $16.76 $31,650 - $49,576	-2,958 Reduced 7.23%	37,972 $419,000
Q4 2019 Jan 17, 2020	BUY	$14.92 - $17.19 $12,368 - $14,250	829 Added 2.07%	40,930 $691,000
Q3 2019 Oct 30, 2019	BUY	$13.94 - $17.0 $55,996 - $68,289	4,017 Added 11.13%	40,101 $626,000
Q2 2019 Jul 25, 2019	BUY	$15.37 - $17.6 $47,216 - $54,067	3,072 Added 9.31%	36,084 $605,000
Q1 2019 Apr 30, 2019	SELL	$14.6 - $17.9 $26,513 - $32,506	-1,816 Reduced 5.21%	33,012 $542,000
Q4 2018 Jan 15, 2019	BUY	$13.8 - $17.28 $97,290 - $121,824	7,050 Added 25.38%	34,828 $502,000
Q3 2018 Oct 23, 2018	BUY	$17.05 - $18.86 $84,619 - $93,602	4,963 Added 21.75%	27,778 $476,000
Q2 2018 Jul 20, 2018	BUY	$18.07 - $19.19 $46,819 - $49,721	2,591 Added 12.81%	22,815 $413,000
Q1 2018 Apr 20, 2018	SELL	$18.25 - $20.15 $20,184 - $22,285	-1,106 Reduced 5.19%	20,224 $377,000
Q4 2017 Jan 19, 2018	SELL	$17.71 - $19.26 $29,132 - $31,682	-1,645 Reduced 7.16%	21,330 $398,000
Q3 2017 Nov 22, 2017	BUY	N/A	756 Added 3.4%	22,975 $416,000
Q2 2017 Nov 22, 2017	BUY	N/A	2,105 Added 10.47%	22,219 $392,000
Q1 2017 Nov 22, 2017	BUY	N/A	20,114	20,114 $366,000

Others Institutions Holding PBCT

# of Institutions

Shares Held

Call Options Held

Put Options Held

Huntington National Bank Columbus, OH

1
Shares

$19
0.0% of portfolio

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About People's United Financial, Inc.

Ticker PBCT
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 428,024,992
Market Cap $8.37B

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