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, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-173K- 92.64% |
$2.6M - $3.17M
|
13.7K
$242K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
27+ 87.1% |
$406 - $495
|
58
$1.02K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
22.1KNew |
$333K - $406K
|
22.1K
$390K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
476+ 100.0% |
$7.15K - $8.73K
|
952
$16.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
15.8KNew |
$238K - $290K
|
15.8K
$279K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
160+ 0.5% |
$2.4K - $2.93K
|
32K
$565K
|
|
|
Nov 04, 2025
Q3 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
26.5K+ 42.61% |
$399K - $487K
|
88.9K
$1.57M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
2.7KNew |
$40.6K - $49.6K
|
2.7K
$47.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.57K- 7.48% |
$23.6K - $28.7K
|
19.4K
$342K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-94- 0.7% |
$1.41K - $1.72K
|
13.3K
$234K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
38New |
$571 - $697
|
38
$670
|
|
|
Nov 03, 2025
Q3 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
432New |
$6.49K - $7.92K
|
432
$7.61K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
241+ 0.43% |
$3.62K - $4.42K
|
56.3K
$992K
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
23.9K+ 9870.25% |
$359K - $438K
|
24.1K
$425K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
12.8KNew |
$192K - $234K
|
12.8K
$225K
|
|
|
Oct 31, 2025
Q3 2025
|
Algebris (Uk) LTD
London, X0 |
BUY
|
- |
513KNew |
$7.71M - $9.4M
|
513K
$9.03M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
26+ 0.2% |
$391 - $477
|
12.8K
$226K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
73.4KNew |
$1.1M - $1.35M
|
73.4K
$1.29M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4.51K- 99.76% |
$67.8K - $82.8K
|
11
$194
|
|
|
Oct 30, 2025
Q3 2025
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
3.43K+ 0.83% |
$51.5K - $62.9K
|
417K
$7.34M
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-4.24K- 14.52% |
$63.7K - $77.7K
|
25K
$440K
|
|
|
Oct 30, 2025
Q3 2025
|
Jennison Associates LLC
|
BUY
|
- |
463K+ 12.01% |
$6.96M - $8.49M
|
4.32M
$76.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
SELL
|
- |
-48.6K- 40.5% |
$730K - $891K
|
71.3K
$1.26M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3.12KNew |
$47K - $57.3K
|
3.12K
$55K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
447New |
$6.72K - $8.2K
|
447
$7.88K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.15K+ 3.78% |
$17.3K - $21.2K
|
31.7K
$558K
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-74.7K- 3.45% |
$1.12M - $1.37M
|
2.09M
$36.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
27K+ 49.22% |
$406K - $496K
|
81.9K
$1.44M
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
BUY
|
- |
8.28K+ 30.69% |
$124K - $152K
|
35.3K
$621K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
15.5KNew |
$233K - $285K
|
15.5K
$273K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
89.9K+ 6.17% |
$1.35M - $1.65M
|
1.55M
$27.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
55+ 0.37% |
$827 - $1.01K
|
14.9K
$263K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10K- 11.78% |
$150K - $183K
|
74.9K
$1.32M
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
20+ 0.77% |
$301 - $367
|
2.62K
$46.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
86+ 60.99% |
$1.29K - $1.58K
|
227
$4K
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-200- 8.7% |
$3.01K - $3.67K
|
2.1K
$37K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
448+ 0.47% |
$6.73K - $8.22K
|
95.2K
$1.68M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
16.3K+ 42.15% |
$244K - $298K
|
54.8K
$966K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.2K- 12.52% |
$198K - $242K
|
92.3K
$1.63M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
49+ 0.19% |
$736 - $899
|
25.4K
$447K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-186- 3.71% |
$2.8K - $3.41K
|
4.83K
$85.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
76.7K+ 75.73% |
$1.15M - $1.41M
|
178K
$3.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
29New |
$436 - $532
|
29
$511
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-104- 0.65% |
$1.56K - $1.91K
|
15.8K
$279K
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
14.1K+ 30.49% |
$211K - $258K
|
60.2K
$1.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
BUY
|
- |
35+ 0.25% |
$526 - $642
|
13.8K
$244K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
11.4KNew |
$172K - $210K
|
11.4K
$201K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
22.9KNew |
$344K - $420K
|
22.9K
$404K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
856+ 29.91% |
$12.9K - $15.7K
|
3.72K
$65.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2+ 0.78% |
$30.1 - $36.7
|
260
$4.58K
|
|