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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-205Closed |
$7.11K - $9.08K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-287Closed |
$9.95K - $12.7K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Veriti Management LLC
|
SELL
|
- |
-5.37KClosed |
$186K - $238K
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
148+ 60.41% |
$5.13K - $6.55K
|
393
$9.62K
|
|
| Q4 2021 | |||||||
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
5.29KNew |
$196K - $237K
|
5.29K
$130K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-14Closed |
$518 - $627
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-10K- 37.73% |
$370K - $448K
|
16.5K
$404K
|
|
|
Feb 11, 2022
Q4 2021
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-976KClosed |
$36.1M - $43.7M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-2.22KClosed |
$81.9K - $99.2K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-7.57KClosed |
$280K - $339K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
West Oak Capital, LLC
|
SELL
|
- |
-1.2KClosed |
$44.4K - $53.7K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
16New |
$583 - $684
|
16
$392
|
|
|
Nov 10, 2021
Q3 2021
|
Jupiter Asset Management LTD
|
SELL
|
- |
-158KClosed |
$5.76M - $6.76M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-39.8KClosed |
$1.45M - $1.7M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-3.84KClosed |
$140K - $164K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-54.6KClosed |
$1.99M - $2.33M
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2.31KClosed |
$84.1K - $98.6K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Xponance, Inc.
|
SELL
|
- |
-5.13KClosed |
$187K - $219K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-763Closed |
$27.8K - $32.6K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
238New |
$8.67K - $10.2K
|
238
$5.83K
|
|
| Q2 2021 | |||||||
|
Nov 12, 2021
Q2 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-5.82KClosed |
$237K - $274K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-366Closed |
$14.9K - $17.2K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-29.3KClosed |
$1.19M - $1.38M
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-8.75KClosed |
$357K - $412K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-1.48KClosed |
$60.2K - $69.4K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-21.2KClosed |
$865K - $998K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.16KClosed |
$47.3K - $54.6K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-144Closed |
$5.87K - $6.78K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-70Closed |
$2.85K - $3.29K
|
0
$0
|
|
|
Jul 01, 2021
Q2 2021
|
Corsicana & Co.
|
BUY
|
- |
1KNew |
$40.8K - $47.1K
|
1K
$24.5K
|
|
| Q1 2021 | |||||||
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-100Closed |
$3.11K - $4.67K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-2.28KClosed |
$70.9K - $106K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-118Closed |
$3.67K - $5.5K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-35.2KClosed |
$1.09M - $1.64M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-143Closed |
$4.45K - $6.67K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
713New |
$22.2K - $33.3K
|
713
$17.5K
|
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-84Closed |
$2.61K - $3.92K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-634Closed |
$19.7K - $29.6K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-15.1KClosed |
$470K - $705K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-3.42KClosed |
$106K - $159K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-35Closed |
$1.09K - $1.63K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 13, 2024
Q4 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
35New |
$726 - $1.1K
|
35
$857
|
|
|
Feb 16, 2021
Q4 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.14KClosed |
$23.6K - $35.7K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-85.5KClosed |
$1.77M - $2.68M
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Fj Capital Management LLC
Mclean, VA |
SELL
|
- |
-1.17MClosed |
$24.3M - $36.8M
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-23.1KClosed |
$479K - $724K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Bhz Capital Management, LP
San Jose, CA |
SELL
|
- |
-156KClosed |
$3.24M - $4.9M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.8KClosed |
$326K - $493K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-12.3KClosed |
$256K - $386K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Monarch Partners Asset Management LLC
|
SELL
|
- |
-208KClosed |
$4.32M - $6.53M
|
0
$0
|
|