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 289 institutions that hold shares in the stock, with a total of 91.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
19
shares
|
$465
0.0% of portfolio
|
Q2 2025
Reduced 17.39%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
17
shares
|
$416
0.0% of portfolio
|
Q4 2019
Reduced 50.0%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
16
shares
|
$391
0.0% of portfolio
|
Q2 2025
Reduced 56.76%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
14
shares
|
$342
0.0% of portfolio
|
Q2 2025
Reduced 36.36%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
14
shares
|
$342
0.0% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
12
shares
|
$293
0.0% of portfolio
|
Q2 2025
Reduced 83.78%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
11
shares
|
$269
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
10
shares
|
$244
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
10
shares
|
$244
0.0% of portfolio
|
Q2 2025
Added 66.67%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
8
shares
|
$195
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
6
shares
|
$146
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
4
shares
|
$97
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
3
shares
|
$73
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|