Latest Institutional Transactions on Pacific Premier Bancorp Inc (PPBI)
This table provides information on the latest institutional transactions involving Pacific Premier Bancorp Inc (PPBI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
10.5KNew |
$327K - $389K
|
10.5K
$258K
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
184K+ 29.64% |
$5.7M - $6.79M
|
803K
$19.7M
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
46New |
$1.43K - $1.7K
|
46
$1.13K
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
SELL
|
- |
-2.68K- 18.74% |
$83K - $99K
|
11.6K
$284K
|
|
Feb 07, 2023
Q4 2022
|
Geneva Capital Management LLC
|
SELL
|
- |
-16.8K- 1.4% |
$521K - $621K
|
1.18M
$29M
|
|
Feb 06, 2023
Q4 2022
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-24.5K- 68.07% |
$761K - $907K
|
11.5K
$282K
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
500New |
$15.5K - $18.5K
|
500
$12.2K
|
|
Q3 2022 | |||||||
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
341New |
$9.88K - $12.4K
|
341
$8.35K
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-45Closed |
$1.3K - $1.64K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
53New |
$1.54K - $1.93K
|
53
$1.3K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
624+ 266.67% |
$18.1K - $22.7K
|
858
$21K
|
|
Nov 14, 2022
Q3 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
363+ 3.6% |
$10.5K - $13.2K
|
10.5K
$256K
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
BUY
|
- |
61+ 0.29% |
$1.77K - $2.22K
|
20.8K
$510K
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
8.04KNew |
$233K - $293K
|
8.04K
$197K
|
|
Oct 28, 2022
Q3 2022
|
Jcsd Capital, LLC
|
SELL
|
- |
-57.5K- 81.05% |
$1.67M - $2.09M
|
13.4K
$329K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
12New |
$348 - $437
|
12
$294
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.22KNew |
$64.3K - $80.7K
|
2.22K
$54.3K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
380New |
$11K - $13.8K
|
380
$9.31K
|
|
Oct 11, 2022
Q3 2022
|
Buffington Mohr Mc Neal
|
BUY
|
- |
12.3K+ 177.67% |
$357K - $448K
|
19.2K
$471K
|
|
Q2 2022 | |||||||
Feb 13, 2025
Q2 2022
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-6.06KClosed |
$171K - $217K
|
0
$0
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-40Closed |
$1.13K - $1.43K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-52Closed |
$1.47K - $1.86K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
6.12KNew |
$172K - $219K
|
6.12K
$150K
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
11.9KNew |
$336K - $427K
|
11.9K
$292K
|
|
Aug 12, 2022
Q2 2022
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-100Closed |
$2.82K - $3.58K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.4KNew |
$547K - $696K
|
19.4K
$475K
|
|
Aug 12, 2022
Q2 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-256Closed |
$7.22K - $9.18K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-12.5KClosed |
$353K - $448K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-10.8K- 42.78% |
$305K - $388K
|
14.5K
$355K
|
|
Aug 10, 2022
Q2 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-5.75KClosed |
$162K - $206K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-31.6KClosed |
$890K - $1.13M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-45Closed |
$1.27K - $1.61K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-917Closed |
$25.9K - $32.9K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-1.32K- 12.53% |
$37.3K - $47.4K
|
9.23K
$226K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-175- 72.92% |
$4.94K - $6.27K
|
65
$1.59K
|
|
Aug 02, 2022
Q2 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-51.1KClosed |
$1.44M - $1.83M
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Argent Capital Management LLC
|
SELL
|
- |
-6.75KClosed |
$190K - $242K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-30- 8.15% |
$846 - $1.08K
|
338
$8.28K
|
|
Jul 26, 2022
Q2 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-12.1KClosed |
$340K - $432K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-7.98KClosed |
$225K - $286K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-90Closed |
$2.54K - $3.23K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
33+ 1.08% |
$931 - $1.18K
|
3.08K
$75.4K
|
|
Q1 2022 | |||||||
Jan 10, 2025
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-660- 58.41% |
$22.9K - $29.2K
|
470
$11.5K
|
|
May 16, 2022
Q1 2022
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-173KClosed |
$6M - $7.66M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.3KClosed |
$79.6K - $102K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-259Closed |
$8.98K - $11.5K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-95Closed |
$3.29K - $4.21K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-88Closed |
$3.05K - $3.9K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.99KClosed |
$207K - $265K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-8Closed |
$277 - $354
|
0
$0
|