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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-185- 64.91% |
$3.43K - $5.54K
|
100
$2.45K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
9KNew |
$167K - $269K
|
9K
$220K
|
|
|
Jan 19, 2024
Q4 2023
|
Denali Advisors LLC
|
BUY
|
- |
51+ 204.0% |
$945 - $1.53K
|
76
$1.86K
|
|
|
Jan 11, 2024
Q4 2023
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
8.13KNew |
$151K - $243K
|
8.13K
$199K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
8.04KNew |
$149K - $241K
|
8.04K
$197K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-483- 4.59% |
$9.89K - $12.5K
|
10K
$246K
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-188K- 91.42% |
$3.86M - $4.86M
|
17.7K
$433K
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-21.7K- 83.31% |
$444K - $558K
|
4.34K
$106K
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.83K+ 171.62% |
$37.4K - $47.1K
|
2.89K
$70.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
401New |
$8.21K - $10.3K
|
401
$9.82K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-12- 21.05% |
$246 - $309
|
45
$1.1K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
76New |
$1.56K - $1.96K
|
76
$1.86K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.37K- 92.42% |
$28K - $35.2K
|
112
$2.74K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
100New |
$2.05K - $2.58K
|
100
$2.45K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
18.4K+ 36.23% |
$329K - $435K
|
69.1K
$1.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
9.86K+ 34.91% |
$176K - $234K
|
38.1K
$933K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
1.5KNew |
$26.8K - $35.6K
|
1.5K
$36.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
94New |
$1.68K - $2.23K
|
94
$2.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-35- 36.84% |
$626 - $830
|
60
$1.47K
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
231K+ 50.29% |
$4.13M - $5.47M
|
689K
$16.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11New |
$197 - $261
|
11
$269
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
CALL |
400New |
$7.16K - $9.48K
|
400
$9.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 25.0% |
$53.7 - $71.1
|
15
$367
|
|
| Q1 2023 | |||||||
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-913Closed |
$21.5K - $32.2K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Starwood Capital Group Management, L.L.C.
Miami Beach, FL |
SELL
|
- |
-106K- 12.5% |
$2.51M - $3.75M
|
745K
$18.2M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.01K+ 279.17% |
$23.7K - $35.5K
|
1.37K
$33.4K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
176+ 1.03% |
$4.15K - $6.21K
|
17.2K
$422K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-503- 44.16% |
$11.9K - $17.8K
|
636
$15.6K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
75+ 0.36% |
$1.77K - $2.65K
|
20.7K
$507K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
979+ 11.41% |
$23.1K - $34.5K
|
9.56K
$234K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
65.9KNew |
$1.55M - $2.32M
|
65.9K
$1.61M
|
|
|
May 09, 2023
Q1 2023
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-1.15M- 98.23% |
$27.1M - $40.5M
|
20.7K
$506K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
11.6K+ 13.31% |
$272K - $408K
|
98.3K
$2.41M
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
412New |
$9.71K - $14.5K
|
412
$10.1K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
36New |
$849 - $1.27K
|
36
$882
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4New |
$94.3 - $141
|
4
$98
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-216- 54.41% |
$5.09K - $7.62K
|
181
$4.43K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-50- 81.97% |
$1.18K - $1.76K
|
11
$269
|
|
|
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
|
|
| Q4 2022 | |||||||
|
May 23, 2023
Q4 2022
|
Royce & Associates LP
|
BUY
|
- |
21.8K+ 123.25% |
$677K - $807K
|
39.5K
$968K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
32New |
$993 - $1.18K
|
32
$784
|
|
|
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
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
982New |
$30.5K - $36.3K
|
982
$24K
|
|
|
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
|
Old Mission Capital LLC
|
BUY
|
- |
276New |
$8.56K - $10.2K
|
276
$6.76K
|
|
|
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 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-479- 6.74% |
$14.9K - $17.7K
|
6.63K
$162K
|
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
25.6KNew |
$795K - $948K
|
25.6K
$627K
|
|