Purchases and Sales Made in Q4 2023 in Banc Of California, Inc. (BANC)
This table provides information about the institutional ownership of Banc Of California, Inc. (BANC) during Q4 2023. The information is specifically focused on institutions that hold shares of BANC OF CALIFORNIA, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
683New |
$7.33K - $9.7K
|
683
$10.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
656New |
$7.04K - $9.32K
|
656
$10.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
584New |
$6.27K - $8.29K
|
584
$9.36K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
566+ 208.86% |
$6.07K - $8.04K
|
837
$13.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
518+ 297.7% |
$5.56K - $7.36K
|
692
$11.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
402+ 893.33% |
$4.31K - $5.71K
|
447
$7.16K
|
|
|
Feb 14, 2024
Q4 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
371+ 2.75% |
$3.98K - $5.27K
|
13.8K
$222K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
361New |
$3.87K - $5.13K
|
361
$5.78K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
328New |
$3.52K - $4.66K
|
328
$5.25K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
311New |
$3.34K - $4.42K
|
311
$4.98K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
297New |
$3.19K - $4.22K
|
297
$4.76K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
277New |
$2.97K - $3.93K
|
277
$4.44K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
262New |
$2.81K - $3.72K
|
262
$4.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
251New |
$2.69K - $3.56K
|
251
$4.02K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
225+ 100.0% |
$2.41K - $3.2K
|
450
$7.21K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
219New |
$2.35K - $3.11K
|
219
$3.51K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
204New |
$2.19K - $2.9K
|
204
$3.27K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
144New |
$1.55K - $2.04K
|
144
$2.31K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
131New |
$1.41K - $1.86K
|
131
$2.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
125New |
$1.34K - $1.78K
|
125
$2K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
109New |
$1.17K - $1.55K
|
109
$1.75K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
109New |
$1.17K - $1.55K
|
109
$1.75K
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
102New |
$1.09K - $1.45K
|
102
$1.63K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
92New |
$987 - $1.31K
|
92
$1.47K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
82New |
$880 - $1.16K
|
82
$1.31K
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
BUY
|
- |
78New |
$837 - $1.11K
|
78
$1.25K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
68+ 121.43% |
$730 - $966
|
124
$1.99K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
65New |
$697 - $923
|
65
$1.04K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
65New |
$697 - $923
|
65
$1.04K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
56New |
$601 - $795
|
56
$897
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
52New |
$558 - $738
|
52
$833
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
49+ 122.5% |
$526 - $696
|
89
$1.43K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
45New |
$483 - $639
|
45
$721
|
|
|
Feb 12, 2024
Q4 2023
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
44New |
$472 - $625
|
44
$705
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
33New |
$354 - $469
|
33
$529
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
20New |
$215 - $284
|
20
$320
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
20New |
$215 - $284
|
20
$320
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
17New |
$182 - $241
|
17
$272
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
16New |
$172 - $227
|
16
$256
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5+ 0.99% |
$53.7 - $71
|
509
$8.15K
|
|
|
Feb 14, 2024
Q4 2023
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
BUY
|
- |
3New |
$32.2 - $42.6
|
3
$48.1
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
1New |
$10.7 - $14.2
|
1
$16
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1New |
$10.7 - $14.2
|
1
$16
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1New |
$10.7 - $14.2
|
1
$16
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-18- 12.77% |
$193 - $256
|
123
$1.97K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-490- 46.62% |
$5.26K - $6.96K
|
561
$8.99K
|
|
|
Feb 14, 2024
Q4 2023
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-1.37K- 3.78% |
$14.7K - $19.4K
|
34.8K
$558K
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
SELL
|
- |
-1.55K- 35.89% |
$16.6K - $22K
|
2.77K
$44.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Sippican Capital Advisors
|
SELL
|
- |
-1.76K- 1.53% |
$18.9K - $25K
|
113K
$1.82M
|