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 296 institutions that hold shares in the stock, with a total of 90.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
37
shares
|
$819
0.0% of portfolio
|
Q1 2025
Added 428.57%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
23
shares
|
$509
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
22
shares
|
$487
0.0% of portfolio
|
Q1 2025
Added 15.79%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
19
shares
|
$420
0.0% of portfolio
|
Q2 2025
Reduced 17.39%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
17
shares
|
$376
0.0% of portfolio
|
Q4 2019
Reduced 50.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
14
shares
|
$309
0.0% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
13
shares
|
$287
0.0% of portfolio
|
Q4 2024
Added 18.18%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
12
shares
|
$265
0.0% of portfolio
|
Q2 2025
Reduced 83.78%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
12
shares
|
$265
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
11
shares
|
$243
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
10
shares
|
$221
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
10
shares
|
$221
0.0% of portfolio
|
Q2 2025
Added 66.67%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
9
shares
|
$199
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
8
shares
|
$177
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
3
shares
|
$66
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
3
shares
|
$66
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|