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 142 institutions that hold shares in the stock, with a total of 13.7 Million shares, which have been reported (via 13F filing form) to have a value of $460 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
500
shares
|
$16,325
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
311
shares
|
$10,154
0.0% of portfolio
|
Q4 2024
Added 214.14%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
272
shares
|
$8,880
0.0% of portfolio
|
Q3 2024
Reduced 31.83%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
216
shares
|
$7,052
0.0% of portfolio
|
Q4 2024
Added 36.71%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
78
shares
|
$2,546
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
49
shares
|
$1,599
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
44
shares
|
$1,436
0.0% of portfolio
|
Q2 2024
Added 57.14%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
30
shares
|
$979
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
23
shares
|
$750
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
22
shares
|
$718
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
19
shares
|
$620
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
18
shares
|
$587
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
6
shares
|
$195
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
3
shares
|
$97
0.0% of portfolio
|
Q2 2024
Reduced 66.67%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|