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 |
---|---|---|---|---|---|---|---|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
119KNew |
$1.62M - $2.03M
|
119K
$1.97M
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
2K+ 1.82% |
$27.4K - $34.2K
|
112K
$1.85M
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
52New |
$712 - $889
|
52
$863
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
6.1KNew |
$83.5K - $104K
|
6.1K
$101K
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
6+ 66.67% |
$82.1 - $103
|
15
$249
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.63K+ 20.34% |
$49.7K - $62.1K
|
21.5K
$357K
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.73K+ 149.18% |
$23.6K - $29.5K
|
2.88K
$47.9K
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.95KNew |
$26.7K - $33.4K
|
1.95K
$32.4K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
24New |
$329 - $410
|
24
$398
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.08K+ 5.54% |
$14.7K - $18.4K
|
20.5K
$340K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
7New |
$95.8 - $120
|
7
$116
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.78K- 11.65% |
$24.3K - $30.3K
|
13.5K
$224K
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
5.82K+ 26.5% |
$79.7K - $99.5K
|
27.8K
$461K
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.15K+ 21.12% |
$15.7K - $19.7K
|
6.6K
$109K
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
12.7KNew |
$174K - $217K
|
12.7K
$211K
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-16.6K- 3.68% |
$227K - $283K
|
434K
$7.21M
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
52.2KNew |
$715K - $892K
|
52.2K
$866K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.6K- 10.69% |
$186K - $232K
|
113K
$1.88M
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
BUY
|
- |
102KNew |
$1.4M - $1.74M
|
102K
$1.69M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.81% |
$54.8 - $68.4
|
497
$8.25K
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
56K+ 84.58% |
$767K - $958K
|
122K
$2.03M
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-5.95K- 23.31% |
$81.4K - $102K
|
19.6K
$325K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
100K+ 5933.29% |
$1.37M - $1.71M
|
102K
$1.69M
|
|
Oct 28, 2024
Q3 2024
|
Sippican Capital Advisors
|
BUY
|
- |
45.4KNew |
$621K - $775K
|
45.4K
$753K
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-600- 4.44% |
$8.21K - $10.3K
|
12.9K
$214K
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
3.99K+ 1155.94% |
$54.6K - $68.2K
|
4.33K
$71.9K
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
29+ 80.56% |
$397 - $496
|
65
$1.08K
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
44+ 2.73% |
$602 - $752
|
1.66K
$27.5K
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-709- 0.91% |
$9.71K - $12.1K
|
77.2K
$1.28M
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
27.7KNew |
$379K - $473K
|
27.7K
$459K
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
14.6KNew |
$200K - $250K
|
14.6K
$243K
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
13.1KNew |
$180K - $225K
|
13.1K
$218K
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
11.7KNew |
$160K - $200K
|
11.7K
$194K
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
17.4KNew |
$238K - $298K
|
17.4K
$289K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.46MNew |
$19.9M - $24.9M
|
1.46M
$24.2M
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
802+ 18.26% |
$11K - $13.7K
|
5.19K
$86.2K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
59+ 0.39% |
$808 - $1.01K
|
15.1K
$251K
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
11.4KNew |
$156K - $195K
|
11.4K
$189K
|
|
Oct 18, 2024
Q3 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
2.87K+ 3.36% |
$39.3K - $49K
|
88.2K
$1.46M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.5KNew |
$240K - $299K
|
17.5K
$291K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
84.4K+ 144.0% |
$1.15M - $1.44M
|
143K
$2.37M
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
145+ 725.0% |
$1.99K - $2.48K
|
165
$2.74K
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.5KNew |
$20.5K - $25.6K
|
1.5K
$24.9K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
121+ 79.08% |
$1.66K - $2.07K
|
274
$4.55K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6.27K+ 9.8% |
$85.9K - $107K
|
70.3K
$1.17M
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
2.48KNew |
$33.9K - $42.3K
|
2.48K
$41.1K
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
125KNew |
$1.71M - $2.14M
|
125K
$2.07M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
36.7K+ 27.34% |
$503K - $628K
|
171K
$2.84M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
486+ 0.44% |
$6.65K - $8.31K
|
112K
$1.86M
|