Purchases and Sales Made in Q4 2023 in Eastern Bankshares, Inc. (EBC)
This table provides information about the institutional ownership of Eastern Bankshares, Inc. (EBC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.8K+ 17.72% |
$196K - $262K
|
118K
$1.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
16.2KNew |
$179K - $239K
|
16.2K
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
15.9K+ 0.1% |
$174K - $233K
|
16.4M
$272M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
14.2KNew |
$157K - $210K
|
14.2K
$237K
|
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
13.3KNew |
$147K - $196K
|
13.3K
$221K
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
11.6KNew |
$127K - $170K
|
11.6K
$192K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.7K+ 29.09% |
$117K - $157K
|
47.4K
$786K
|
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
10.1KNew |
$111K - $149K
|
10.1K
$168K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
10KNew |
$110K - $147K
|
10K
$166K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.5K+ 18.57% |
$104K - $140K
|
60.6K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.55K+ 7.41% |
$94.1K - $126K
|
124K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.81K+ 39.61% |
$63.9K - $85.6K
|
20.5K
$340K
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
5.53K+ 27.42% |
$60.8K - $81.3K
|
25.7K
$426K
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.91K+ 1.1% |
$54K - $72.2K
|
452K
$7.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
4.06K+ 2.22% |
$44.7K - $59.8K
|
187K
$3.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.01K+ 1.9% |
$44.1K - $59K
|
215K
$3.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.36K+ 3.56% |
$36.9K - $49.4K
|
97.8K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
BUY
|
- |
3.28KNew |
$36K - $48.2K
|
3.28K
$54.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
2.9K+ 1.95% |
$31.9K - $42.7K
|
152K
$2.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
2.2KNew |
$24.2K - $32.4K
|
2.2K
$36.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.11KNew |
$23.2K - $31.1K
|
2.11K
$35K
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
1.5K+ 2.52% |
$16.5K - $22.1K
|
61K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.24K+ 3.69% |
$13.6K - $18.2K
|
34.8K
$578K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
681+ 0.56% |
$7.49K - $10K
|
121K
$2.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
645+ 4.19% |
$7.1K - $9.49K
|
16.1K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
622New |
$6.84K - $9.16K
|
622
$10.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
437New |
$4.81K - $6.43K
|
437
$7.25K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
206+ 17.77% |
$2.27K - $3.03K
|
1.37K
$22.7K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
200New |
$2.2K - $2.94K
|
200
$3.32K
|
|
|
Feb 13, 2024
Q4 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
194+ 0.61% |
$2.13K - $2.86K
|
31.8K
$527K
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
168New |
$1.85K - $2.47K
|
168
$2.79K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
153New |
$1.68K - $2.25K
|
153
$2.54K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
137+ 0.83% |
$1.51K - $2.02K
|
16.6K
$276K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
94New |
$1.03K - $1.38K
|
94
$1.56K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
80New |
$880 - $1.18K
|
80
$1.33K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
73+ 0.04% |
$803 - $1.07K
|
202K
$3.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20+ 0.2% |
$220 - $294
|
10.2K
$170K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
12New |
$132 - $177
|
12
$199
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9+ 0.08% |
$99 - $132
|
11.1K
$184K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.7% |
$11 - $14.7
|
143
$2.37K
|
|
|
Feb 08, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 30.77% |
$44 - $58.9
|
9
$149
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-21- 36.84% |
$231 - $309
|
36
$598
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-23- 0.03% |
$253 - $339
|
66.3K
$1.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-40- 2.47% |
$440 - $589
|
1.58K
$26.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-64- 17.07% |
$704 - $942
|
311
$5.16K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-92- 0.47% |
$1.01K - $1.35K
|
19.3K
$321K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-100- 6.74% |
$1.1K - $1.47K
|
1.38K
$23K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-242- 1.59% |
$2.66K - $3.56K
|
15K
$249K
|