Latest Institutional Transactions on Southern Calif Bancorp Com (BCAL)
This table provides information on the latest institutional transactions involving Southern Calif Bancorp Com (BCAL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.46K- 3.76% |
$20.9K - $24.2K
|
37.3K
$608K
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
44.8KNew |
$642K - $743K
|
44.8K
$730K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-356- 45.64% |
$5.1K - $5.91K
|
424
$6.91K
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
30.4KNew |
$436K - $505K
|
30.4K
$496K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-43.8K- 61.02% |
$627K - $727K
|
28K
$456K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-1.61K- 7.98% |
$23K - $26.7K
|
18.5K
$302K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
846+ 1.23% |
$12.1K - $14K
|
69.7K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.99K+ 0.23% |
$42.8K - $49.6K
|
1.29M
$21M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
13+ 0.02% |
$186 - $216
|
68.3K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
7.63K+ 16.33% |
$109K - $127K
|
54.3K
$886K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-41- 4.92% |
$588 - $681
|
793
$12.9K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
155+ 43.3% |
$2.22K - $2.57K
|
513
$8.36K
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-12.6K- 38.57% |
$180K - $208K
|
20K
$326K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-100- 0.12% |
$1.43K - $1.66K
|
85.3K
$1.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
85New |
$1.22K - $1.41K
|
85
$1.39K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
44New |
$631 - $730
|
44
$717
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
424+ 101.92% |
$6.08K - $7.04K
|
840
$13.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.05K+ 6.55% |
$15K - $17.3K
|
17K
$277K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6- 7.23% |
$86 - $99.6
|
77
$1.26K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-138- 2.67% |
$1.98K - $2.29K
|
5.04K
$82.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-55K- 30.56% |
$788K - $913K
|
125K
$2.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.54K- 15.15% |
$22.1K - $25.6K
|
8.62K
$141K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-3.61K- 93.02% |
$51.8K - $60K
|
271
$4.42K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.84K- 17.07% |
$39.2K - $51K
|
13.8K
$225K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-40.5K- 49.47% |
$560K - $727K
|
41.4K
$675K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.32K+ 4.76% |
$18.3K - $23.8K
|
29.2K
$475K
|
|
|
Feb 14, 2025
Q4 2024
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
10.4KNew |
$144K - $187K
|
10.4K
$170K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
280New |
$3.87K - $5.03K
|
280
$4.56K
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1.01K- 6.32% |
$13.9K - $18.1K
|
14.9K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
11.1KNew |
$153K - $199K
|
11.1K
$181K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
16.2K+ 4.11% |
$224K - $290K
|
410K
$6.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-10K- 25.61% |
$138K - $180K
|
29.1K
$474K
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-3.35K- 8.17% |
$46.3K - $60.1K
|
37.6K
$613K
|
|
|
Feb 12, 2025
Q4 2024
|
Endeavour Capital Advisors Inc
Greenwich, CT |
BUY
|
- |
13K+ 0.53% |
$180K - $233K
|
2.45M
$40M
|
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-19.7K- 21.06% |
$272K - $353K
|
73.7K
$1.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
5.19KNew |
$71.8K - $93.2K
|
5.19K
$84.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
191New |
$2.64K - $3.43K
|
191
$3.11K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-13.9K- 33.33% |
$192K - $250K
|
27.8K
$454K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-21.3K- 58.19% |
$294K - $382K
|
15.3K
$249K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
562+ 407.25% |
$7.77K - $10.1K
|
700
$11.4K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.7K- 16.95% |
$23.5K - $30.5K
|
8.33K
$136K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-6- 7.5% |
$82.9 - $108
|
74
$1.21K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
640New |
$8.84K - $11.5K
|
640
$10.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
13.9KNew |
$192K - $250K
|
13.9K
$227K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
250New |
$3.46K - $4.49K
|
250
$4.08K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
17.7K+ 110.27% |
$235K - $280K
|
33.8K
$550K
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
12KNew |
$159K - $189K
|
12K
$196K
|
|
|
Nov 13, 2024
Q3 2024
|
Petiole Usa LTD
New York, NY |
BUY
|
- |
111K+ 130.12% |
$1.47M - $1.75M
|
196K
$3.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.21K+ 102.29% |
$16K - $19K
|
2.38K
$38.8K
|
|