Latest Institutional Transactions on Eastern Bankshares, Inc. (EBC)
This table provides information on the latest institutional transactions involving Eastern Bankshares, Inc. (EBC) 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 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-71- 58.68% |
$1.01K - $1.17K
|
50
$810
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
155K+ 11.93% |
$2.2M - $2.56M
|
1.46M
$23.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
74New |
$1.05K - $1.22K
|
74
$1.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
3.6K+ 9.67% |
$51K - $59.4K
|
40.8K
$661K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-230- 9.38% |
$3.26K - $3.8K
|
2.22K
$36K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-3.07K- 22.92% |
$43.5K - $50.7K
|
10.3K
$167K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
22+ 0.85% |
$312 - $363
|
2.6K
$42K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
595+ 0.58% |
$8.44K - $9.82K
|
102K
$1.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-167- 1.11% |
$2.37K - $2.76K
|
14.8K
$240K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1- 12.5% |
$14.2 - $16.5
|
7
$113
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
8+ 200.0% |
$113 - $132
|
12
$194
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-350- 3.31% |
$4.96K - $5.78K
|
10.2K
$166K
|
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-35K- 21.21% |
$496K - $578K
|
130K
$2.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
216+ 1.72% |
$3.06K - $3.56K
|
12.8K
$207K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-12- 27.91% |
$170 - $198
|
31
$502
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-114- 0.25% |
$1.62K - $1.88K
|
46.1K
$747K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
27New |
$383 - $446
|
27
$437
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-20.1K- 19.14% |
$285K - $332K
|
84.9K
$1.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
521+ 0.55% |
$7.39K - $8.6K
|
94.8K
$1.53M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.13K- 1.59% |
$16.1K - $18.7K
|
70.3K
$1.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-150- 2.9% |
$2.13K - $2.48K
|
5.02K
$81.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
6.33K+ 43.22% |
$89.7K - $104K
|
21K
$339K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 9.09% |
$28.4 - $33
|
20
$324
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-17.3K- 93.6% |
$245K - $285K
|
1.18K
$19.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
47New |
$666 - $776
|
47
$761
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-3.3K- 3.15% |
$46.8K - $54.4K
|
101K
$1.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.04K- 57.41% |
$14.8K - $17.2K
|
773
$12.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-10.2K- 49.5% |
$145K - $169K
|
10.4K
$169K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-12.5K- 18.86% |
$177K - $206K
|
53.8K
$871K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
108+ 20.22% |
$1.53K - $1.78K
|
642
$10.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
31New |
$440 - $512
|
31
$502
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
BUY
|
- |
2K+ 8.04% |
$28.4K - $33K
|
26.9K
$435K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
47+ 22.27% |
$666 - $776
|
258
$4.18K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
118+ 11.4% |
$1.67K - $1.95K
|
1.15K
$18.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-41- 1.66% |
$581 - $677
|
2.44K
$39.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-12.8K- 52.88% |
$182K - $211K
|
11.4K
$185K
|
|
| Q1 2025 | |||||||
|
Jul 16, 2025
Q1 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
27.8KNew |
$425K - $532K
|
27.8K
$450K
|
|
|
Jul 15, 2025
Q1 2025
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
145+ 0.04% |
$2.22K - $2.78K
|
408K
$6.6M
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
29.1K+ 36.18% |
$444K - $556K
|
109K
$1.77M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
29.8K+ 7.4% |
$455K - $570K
|
432K
$7M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-397K- 5.32% |
$6.08M - $7.61M
|
7.07M
$114M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
181K+ 67.93% |
$2.77M - $3.47M
|
448K
$7.26M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-185K- 24.88% |
$2.83M - $3.54M
|
559K
$9.04M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-150K- 23.72% |
$2.29M - $2.87M
|
482K
$7.8M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
14.6KNew |
$223K - $280K
|
14.6K
$237K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
1.29KNew |
$19.6K - $24.6K
|
1.29K
$20.8K
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-2.54K- 1.4% |
$38.9K - $48.7K
|
179K
$2.89M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
54.7K+ 38.03% |
$836K - $1.05M
|
198K
$3.21M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
613+ 0.89% |
$9.37K - $11.7K
|
69.7K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-86.4K- 18.84% |
$1.32M - $1.66M
|
372K
$6.03M
|
|