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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.6KNew |
$249K - $372K
|
10.6K
$259K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$2.36K - $3.53K
|
100
$2.45K
|
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
7.91K+ 12.32% |
$186K - $279K
|
72.1K
$1.77M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
14.9KNew |
$352K - $526K
|
14.9K
$366K
|
|
| Q4 2022 | |||||||
|
May 23, 2023
Q4 2022
|
Royce & Associates LP
|
BUY
|
- |
21.8K+ 123.25% |
$677K - $807K
|
39.5K
$969K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
32New |
$993 - $1.18K
|
32
$784
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
51+ 0.86% |
$1.58K - $1.89K
|
5.96K
$146K
|
|
|
Feb 14, 2023
Q4 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
43.8KNew |
$1.36M - $1.62M
|
43.8K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.44MNew |
$44.7M - $53.2M
|
1.44M
$35.3M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
982New |
$30.5K - $36.3K
|
982
$24.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
13KNew |
$403K - $481K
|
13K
$319K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
6.96KNew |
$216K - $258K
|
6.96K
$171K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
276New |
$8.56K - $10.2K
|
276
$6.76K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-479- 6.74% |
$14.9K - $17.7K
|
6.63K
$163K
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
10.5KNew |
$327K - $389K
|
10.5K
$258K
|
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
25.6KNew |
$795K - $948K
|
25.6K
$628K
|
|
|
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
$285K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-3- 1.69% |
$93.1 - $111
|
174
$4.26K
|
|
|
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
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5+ 7.94% |
$155 - $185
|
68
$1.67K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
500New |
$15.5K - $18.5K
|
500
$12.3K
|
|
| Q3 2022 | |||||||
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
341New |
$9.88K - $12.4K
|
341
$8.36K
|
|
|
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 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-18.3K- 28.49% |
$531K - $666K
|
46K
$1.13M
|
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
BUY
|
- |
61+ 0.29% |
$1.77K - $2.22K
|
20.8K
$511K
|
|
|
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
$330K
|
|
|
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
$54.4K
|
|
|
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 | |||||||
|
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
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
11.9KNew |
$336K - $427K
|
11.9K
$292K
|
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
6.12KNew |
$172K - $219K
|
6.12K
$150K
|
|
|
Aug 12, 2022
Q2 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-256Closed |
$7.22K - $9.18K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.4KNew |
$547K - $696K
|
19.4K
$476K
|
|
|
Aug 12, 2022
Q2 2022
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-100Closed |
$2.82K - $3.58K
|
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
|
Wealthsource Partners, LLC
|
SELL
|
- |
-31.6KClosed |
$890K - $1.13M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-5.75KClosed |
$162K - $206K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-917Closed |
$25.9K - $32.9K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-45Closed |
$1.27K - $1.61K
|
0
$0
|
|