Institutional Ownership Eastern Bankshares, Inc. (EBC)
This table provides information about the institutional ownership of Eastern Bankshares, Inc. (EBC). We have compiled data on the 255 institutions that hold shares in the stock, with a total of 119 Million shares, which have been reported (via 13F filing form) to have a value of $2.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
664
shares
|
$12,503
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
643
shares
|
$12,107
0.0% of portfolio
|
Q3 2024
Added 157.2%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
523
shares
|
$9,848
0.0% of portfolio
|
Q3 2024
Added 11.51%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
497
shares
|
$9,358
0.0% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
289
shares
|
$5,441
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
274
shares
|
$5,159
0.0% of portfolio
|
Q3 2024
Added 79.08%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
200
shares
|
$3,765
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
165
shares
|
$3,106
0.0% of portfolio
|
Q3 2024
Added 725.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
157
shares
|
$2,956
0.0% of portfolio
|
Q3 2024
Added 23.62%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
147
shares
|
$2,768
0.0% of portfolio
|
Q3 2024
Reduced 80.61%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
123
shares
|
$2,316
0.0% of portfolio
|
Q2 2024
Added 2.5%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
112
shares
|
$2,108
0.0% of portfolio
|
Q2 2023
Added 348.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
94
shares
|
$1,770
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
91
shares
|
$1,713
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
65
shares
|
$1,223
0.0% of portfolio
|
Q3 2024
Added 80.56%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
52
shares
|
$979
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
46
shares
|
$866
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
43
shares
|
$809
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
33
shares
|
$621
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
25
shares
|
$470
0.0% of portfolio
|
Q1 2024
Reduced 3.85%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
24
shares
|
$451
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
15
shares
|
$282
0.0% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
15
shares
|
$282
0.0% of portfolio
|
Q2 2024
Added 25.0%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
7
shares
|
$131
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
1
shares
|
$18
0.0% of portfolio
|
Q3 2024
New holding
|