Purchases and Sales Made in Q4 2024 in Southern Calif Bancorp Com (BCAL)
This table provides information about the institutional ownership of Southern Calif Bancorp Com (BCAL) during Q4 2024. The information is specifically focused on institutions that hold shares of SOUTHERN CALIF BANCORP COM.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
38.7KNew |
$535K - $695K
|
38.7K
$623K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
16KNew |
$220K - $286K
|
16K
$257K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
13.9KNew |
$192K - $250K
|
13.9K
$224K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.25K+ 3.41% |
$31.1K - $40.4K
|
68.3K
$1.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.83K+ 22.0% |
$25.3K - $32.9K
|
10.2K
$163K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
834New |
$11.5K - $15K
|
834
$13.4K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
640New |
$8.84K - $11.5K
|
640
$10.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
562+ 407.25% |
$7.77K - $10.1K
|
700
$11.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
455+ 4.21% |
$6.29K - $8.17K
|
11.3K
$181K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
309+ 1.07% |
$4.27K - $5.55K
|
29.2K
$469K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
285+ 0.69% |
$3.94K - $5.12K
|
41.7K
$671K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
250New |
$3.46K - $4.49K
|
250
$4.02K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
174New |
$2.4K - $3.12K
|
174
$2.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
107+ 42.63% |
$1.48K - $1.92K
|
358
$5.76K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
59+ 34.3% |
$815 - $1.06K
|
231
$3.71K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-5- 1.47% |
$69.1 - $89.8
|
335
$5.39K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-6- 7.5% |
$82.9 - $108
|
74
$1.19K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-91- 52.3% |
$1.26K - $1.63K
|
83
$1.33K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.7K- 16.95% |
$23.5K - $30.5K
|
8.33K
$134K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-10K- 5.26% |
$138K - $180K
|
180K
$2.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-13.9K- 33.33% |
$192K - $250K
|
27.8K
$447K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-21.3K- 58.19% |
$294K - $382K
|
15.3K
$246K
|