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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.12K+ 280.4% |
$13.6K - $17.6K
|
1.51K
$28.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.16K+ 12.94% |
$14.1K - $18.2K
|
10.1K
$192K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
2.2K+ 15.21% |
$31.5K - $36.5K
|
16.7K
$317K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-14.1K- 18.16% |
$202K - $234K
|
63.6K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$14.3 - $16.6
|
1
$19
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-390- 2.65% |
$5.59K - $6.47K
|
14.3K
$273K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
64.9KNew |
$930K - $1.08M
|
64.9K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
15.9KNew |
$228K - $264K
|
15.9K
$303K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
2.79KNew |
$40K - $46.3K
|
2.79K
$53.1K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
44New |
$631 - $730
|
44
$838
|
|
|
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
$15.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
44New |
$631 - $730
|
44
$838
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
424+ 101.92% |
$6.08K - $7.04K
|
840
$16K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.05K+ 6.55% |
$15K - $17.3K
|
17K
$324K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6- 7.23% |
$86 - $99.6
|
77
$1.47K
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-55K- 30.56% |
$788K - $913K
|
125K
$2.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-138- 2.67% |
$1.98K - $2.29K
|
5.04K
$95.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.54K- 15.15% |
$22.1K - $25.6K
|
8.62K
$164K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.84K- 17.07% |
$39.2K - $51K
|
13.8K
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
10.4KNew |
$144K - $187K
|
10.4K
$198K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
280New |
$3.87K - $5.03K
|
280
$5.33K
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1.01K- 6.32% |
$13.9K - $18.1K
|
14.9K
$284K
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-3.35K- 8.17% |
$46.3K - $60.1K
|
37.6K
$717K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
191New |
$2.64K - $3.43K
|
191
$3.64K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-21.3K- 58.19% |
$294K - $382K
|
15.3K
$291K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-13.9K- 33.33% |
$192K - $250K
|
27.8K
$530K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
562+ 407.25% |
$7.77K - $10.1K
|
700
$13.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-6- 7.5% |
$82.9 - $108
|
74
$1.41K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
640New |
$8.84K - $11.5K
|
640
$12.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
250New |
$3.46K - $4.49K
|
250
$4.76K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
13.9KNew |
$192K - $250K
|
13.9K
$265K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
12KNew |
$159K - $189K
|
12K
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
17.7K+ 110.27% |
$235K - $280K
|
33.8K
$643K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
70New |
$929 - $1.11K
|
70
$1.33K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
49.7KNew |
$660K - $785K
|
49.7K
$947K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.5KNew |
$33.2K - $39.5K
|
2.5K
$47.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.21K+ 102.29% |
$16K - $19K
|
2.38K
$45.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Petiole Usa LTD
New York, NY |
BUY
|
- |
111K+ 130.12% |
$1.47M - $1.75M
|
196K
$3.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
20.6KNew |
$273K - $325K
|
20.6K
$391K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
159New |
$2.11K - $2.51K
|
159
$3.03K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
53.6KNew |
$711K - $846K
|
53.6K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
24.4KNew |
$324K - $386K
|
24.4K
$465K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
12.8KNew |
$170K - $203K
|
12.8K
$244K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
71.2KNew |
$944K - $1.12M
|
71.2K
$1.35M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
12New |
$159 - $189
|
12
$228
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
1.91KNew |
$25.3K - $30.1K
|
1.91K
$36.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
30.6KNew |
$405K - $482K
|
30.6K
$582K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.3KNew |
$137K - $162K
|
10.3K
$196K
|
|
| Q2 2024 | |||||||
|
Apr 25, 2025
Q2 2024
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
SELL
|
- |
-132KClosed |
$1.69M - $1.93M
|
0
$0
|
|