Institutional Ownership Peapack Gladstone Financial Corp (PGC)
This table provides information about the institutional ownership of Peapack Gladstone Financial Corp (PGC). We have compiled data on the 146 institutions that hold shares in the stock, with a total of 13.3 Million shares, which have been reported (via 13F filing form) to have a value of $397 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
618
shares
|
$16,852
0.0% of portfolio
|
Q1 2024
Reduced 59.63%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
500
shares
|
$13,635
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
336
shares
|
$9,162
0.0% of portfolio
|
Q2 2025
Added 37.7%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
298
shares
|
$8,126
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
288
shares
|
$7,853
0.0% of portfolio
|
Q1 2025
Reduced 46.27%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
272
shares
|
$7,417
0.0% of portfolio
|
Q3 2024
Reduced 31.83%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
208
shares
|
$5,672
0.0% of portfolio
|
Q1 2025
Reduced 33.12%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
197
shares
|
$5,372
0.0% of portfolio
|
Q2 2025
Reduced 61.22%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
149
shares
|
$4,063
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
78
shares
|
$2,127
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
48
shares
|
$1,308
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
44
shares
|
$1,199
0.0% of portfolio
|
Q2 2024
Added 57.14%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
40
shares
|
$1,090
0.0% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
19
shares
|
$518
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
15
shares
|
$409
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
7
shares
|
$190
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
3
shares
|
$81
0.0% of portfolio
|
Q2 2025
Reduced 76.92%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1
shares
|
$27
0.0% of portfolio
|
Q1 2025
Reduced 83.33%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|