Institutional Ownership Pacific Premier Bancorp Inc (PPBI)
This table provides information about the institutional ownership of Pacific Premier Bancorp Inc (PPBI). We have compiled data on the 267 institutions that hold shares in the stock, with a total of 89 Million shares, which have been reported (via 13F filing form) to have a value of $2.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
231
shares
|
$5,791
0.0% of portfolio
|
Q2 2023
Added 9.52%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
229
shares
|
$5,741
0.0% of portfolio
|
Q3 2024
Added 358.0%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
219
shares
|
$5,490
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
175
shares
|
$4,387
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
149
shares
|
$3,735
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
105
shares
|
$2,632
0.0% of portfolio
|
Q3 2024
Added 600.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
103
shares
|
$2,582
0.0% of portfolio
|
Q4 2023
Reduced 79.52%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
100
shares
|
$2,507
0.0% of portfolio
|
Q4 2023
Reduced 64.91%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
95
shares
|
$2,381
0.0% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
92
shares
|
$2,306
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
91
shares
|
$2,281
0.0% of portfolio
|
Q3 2024
Reduced 36.36%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
76
shares
|
$1,905
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
76
shares
|
$1,905
0.0% of portfolio
|
Q2 2024
Reduced 47.95%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
68
shares
|
$1,704
0.0% of portfolio
|
Q4 2022
Added 7.94%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
65
shares
|
$1,629
0.0% of portfolio
|
Q2 2022
Reduced 72.92%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
63
shares
|
$1,579
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
60
shares
|
$1,504
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
59
shares
|
$1,479
0.0% of portfolio
|
Q2 2024
Added 1.72%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
52
shares
|
$1,303
0.0% of portfolio
|
Q1 2024
Added 40.54%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
51
shares
|
$1,278
0.0% of portfolio
|
Q4 2023
Added 82.14%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
50
shares
|
$1,253
0.0% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
45
shares
|
$1,128
0.0% of portfolio
|
Q3 2024
Reduced 88.28%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
45
shares
|
$1,128
0.0% of portfolio
|
Q3 2023
Reduced 21.05%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
41
shares
|
$1,027
0.0% of portfolio
|
Q4 2023
Reduced 55.43%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
40
shares
|
$1,002
0.0% of portfolio
|
Q2 2024
Added 14.29%
|