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 284 institutions that hold shares in the stock, with a total of 120 Million shares, which have been reported (via 13F filing form) to have a value of $1.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
388
shares
|
$6,223
0.0% of portfolio
|
Q1 2025
Added 207.94%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
332
shares
|
$5,325
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
320
shares
|
$5,132
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
258
shares
|
$4,138
0.0% of portfolio
|
Q2 2025
Added 22.27%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
243
shares
|
$3,897
0.0% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
200
shares
|
$3,208
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
167
shares
|
$2,678
0.0% of portfolio
|
Q1 2025
Added 68.69%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
123
shares
|
$1,972
0.0% of portfolio
|
Q2 2024
Added 2.5%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
121
shares
|
$1,940
0.0% of portfolio
|
Q1 2025
Added 44.05%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
112
shares
|
$1,796
0.0% of portfolio
|
Q2 2023
Added 348.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
94
shares
|
$1,507
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
91
shares
|
$1,459
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
90
shares
|
$1,443
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
71
shares
|
$1,138
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
52
shares
|
$834
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
50
shares
|
$802
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
43
shares
|
$689
0.0% of portfolio
|
Q1 2025
Added 186.67%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
34
shares
|
$545
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
33
shares
|
$529
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
31
shares
|
$497
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
31
shares
|
$497
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
24
shares
|
$384
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
22
shares
|
$352
0.0% of portfolio
|
Q1 2025
Reduced 24.14%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
12
shares
|
$192
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
11
shares
|
$176
0.0% of portfolio
|
Q4 2024
Reduced 26.67%
|