Purchases and Sales Made in Q2 2023 in Eastern Bankshares, Inc. (EBC)
This table provides information about the institutional ownership of Eastern Bankshares, Inc. (EBC) during Q2 2023. The information is specifically focused on institutions that hold shares of Eastern Bankshares, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.1KNew |
$106K - $134K
|
10.1K
$168K
|
|
|
Jul 17, 2023
Q2 2023
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
10K+ 5.0% |
$105K - $132K
|
210K
$3.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
8.6K+ 86.85% |
$90.1K - $114K
|
18.5K
$307K
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
5.62K+ 2.31% |
$58.9K - $74.4K
|
248K
$4.12M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.78K+ 44.13% |
$50.1K - $63.3K
|
15.6K
$259K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
3.02K+ 26.67% |
$31.7K - $40K
|
14.4K
$238K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.7K+ 5.27% |
$28.3K - $35.7K
|
53.9K
$894K
|
|
|
Aug 09, 2023
Q2 2023
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
2.3K+ 0.67% |
$24.1K - $30.5K
|
346K
$5.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.27K+ 2.64% |
$23.7K - $30K
|
88.1K
$1.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.05K+ 6.11% |
$21.5K - $27.1K
|
35.6K
$590K
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
2.04K+ 11.23% |
$21.3K - $27K
|
20.2K
$335K
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.49K+ 1241.67% |
$15.6K - $19.7K
|
1.61K
$26.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
BUY
|
- |
1K+ 5.48% |
$10.5K - $13.2K
|
19.3K
$320K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
743+ 6.16% |
$7.79K - $9.84K
|
12.8K
$213K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
692New |
$7.25K - $9.16K
|
692
$11.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
611+ 0.51% |
$6.4K - $8.09K
|
120K
$1.99M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
302+ 32.44% |
$3.16K - $4K
|
1.23K
$20.5K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
302+ 32.44% |
$3.16K - $4K
|
1.23K
$20.5K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
287+ 0.39% |
$3.01K - $3.8K
|
74.7K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
195+ 0.63% |
$2.04K - $2.58K
|
31.4K
$521K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
133+ 54.96% |
$1.39K - $1.76K
|
375
$6.23K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
97New |
$1.02K - $1.28K
|
97
$1.61K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
87+ 348.0% |
$912 - $1.15K
|
112
$1.86K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
54+ 0.84% |
$566 - $715
|
6.49K
$108K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
30+ 250.0% |
$314 - $397
|
42
$697
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
26+ 0.11% |
$272 - $344
|
24.1K
$399K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
17+ 425.0% |
$178 - $225
|
21
$349
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
15+ 0.33% |
$157 - $199
|
4.55K
$75.6K
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
9+ 0.02% |
$94.3 - $119
|
36.7K
$609K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 10.53% |
$21 - $26.5
|
17
$282
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-13- 0.93% |
$136 - $172
|
1.38K
$22.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-15- 17.44% |
$157 - $199
|
71
$1.18K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-19- 0.05% |
$199 - $252
|
37K
$615K
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-50- 0.08% |
$524 - $662
|
62.5K
$1.04M
|
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-103- 0.14% |
$1.08K - $1.36K
|
71.7K
$1.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-110- 90.91% |
$1.15K - $1.46K
|
11
$183
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-115- 0.29% |
$1.21K - $1.52K
|
40.1K
$666K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-298- 2.89% |
$3.12K - $3.95K
|
10K
$166K
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-300- 0.15% |
$3.14K - $3.97K
|
202K
$3.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-520- 58.43% |
$5.45K - $6.88K
|
370
$6.14K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-542- 28.05% |
$5.68K - $7.18K
|
1.39K
$23.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-588- 14.63% |
$6.16K - $7.79K
|
3.43K
$56.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-695- 0.47% |
$7.28K - $9.2K
|
147K
$2.44M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-790- 5.13% |
$8.28K - $10.5K
|
14.6K
$243K
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-920- 5.29% |
$9.64K - $12.2K
|
16.5K
$273K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-955- 33.85% |
$10K - $12.6K
|
1.87K
$31K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1K- 1.52% |
$10.5K - $13.2K
|
65K
$1.08M
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-1K- 2.67% |
$10.5K - $13.2K
|
36.5K
$606K
|