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 297 institutions that hold shares in the stock, with a total of 90.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
232
shares
|
$4,883
0.0% of portfolio
|
Q1 2025
Reduced 47.27%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
231
shares
|
$4,862
0.0% of portfolio
|
Q2 2023
Added 9.52%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
202
shares
|
$4,252
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
188
shares
|
$3,957
0.0% of portfolio
|
Q4 2024
Reduced 45.98%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
165
shares
|
$3,473
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
155
shares
|
$3,262
0.0% of portfolio
|
Q1 2025
Reduced 24.02%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
153
shares
|
$3,220
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
150
shares
|
$3,157
0.0% of portfolio
|
Q4 2024
Added 57.89%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
121
shares
|
$2,547
0.0% of portfolio
|
Q1 2025
Added 195.12%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
100
shares
|
$2,105
0.0% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
76
shares
|
$1,599
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
76
shares
|
$1,599
0.0% of portfolio
|
Q2 2024
Reduced 47.95%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
74
shares
|
$1,557
0.0% of portfolio
|
Q1 2025
Added 45.1%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
74
shares
|
$1,557
0.0% of portfolio
|
Q1 2025
Added 13.85%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
68
shares
|
$1,431
0.0% of portfolio
|
Q4 2022
Added 7.94%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
65
shares
|
$1,368
0.0% of portfolio
|
Q2 2022
Reduced 72.92%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
63
shares
|
$1,326
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
61
shares
|
$1,284
0.0% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
61
shares
|
$1,284
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
60
shares
|
$1,263
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
45
shares
|
$947
0.0% of portfolio
|
Q3 2023
Reduced 21.05%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
44
shares
|
$926
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
43
shares
|
$905
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
42
shares
|
$884
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
40
shares
|
$842
0.0% of portfolio
|
Q1 2025
New holding
|