Latest Institutional Purchases of Eastern Bankshares, Inc. (EBC)
This list provides information on the latest institutional transactions involving Eastern Bankshares, Inc. (EBC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
73New |
$836 - $1.31K
|
73
$1.29K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
465K+ 13.11% |
$7.83M - $9.84M
|
4.01M
$70.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Moody Aldrich Partners LLC
|
BUY
|
- |
23.2K+ 8.73% |
$391K - $491K
|
289K
$5.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
18.9KNew |
$319K - $400K
|
18.9K
$333K
|
|
|
Jan 13, 2023
Q4 2022
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
16.5KNew |
$278K - $350K
|
16.5K
$291K
|
|
|
Feb 14, 2023
Q4 2022
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
13.2KNew |
$223K - $280K
|
13.2K
$233K
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
7.96K+ 67.33% |
$134K - $168K
|
19.8K
$349K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Capital LTD
|
BUY
|
- |
3.91K+ 3.25% |
$65.9K - $82.8K
|
124K
$2.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.92K+ 8.14% |
$49.1K - $61.7K
|
38.8K
$683K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.41K+ 5.67% |
$23.8K - $29.9K
|
26.4K
$464K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
800+ 0.76% |
$13.5K - $16.9K
|
106K
$1.87M
|
|
|
Feb 10, 2023
Q4 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
428+ 0.33% |
$7.21K - $9.06K
|
132K
$2.32M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
201New |
$3.39K - $4.25K
|
201
$3.54K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
200New |
$3.37K - $4.23K
|
200
$3.52K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
170New |
$2.86K - $3.6K
|
170
$3K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
71New |
$1.2K - $1.5K
|
71
$1.25K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
23.9K+ 87.78% |
$441K - $510K
|
51.1K
$900K
|
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
20.6K+ 40.56% |
$380K - $439K
|
71.3K
$1.26M
|
|
|
Oct 31, 2022
Q3 2022
|
Monarch Partners Asset Management LLC
|
BUY
|
- |
20.4K+ 12.94% |
$376K - $436K
|
178K
$3.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
15.5KNew |
$286K - $331K
|
15.5K
$273K
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
11K+ 41.51% |
$203K - $235K
|
37.5K
$661K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
4K+ 27.59% |
$73.8K - $85.4K
|
18.5K
$326K
|
|
|
Nov 09, 2022
Q3 2022
|
Silvant Capital Management LLC
|
BUY
|
- |
1.11K+ 27.16% |
$20.4K - $23.6K
|
5.18K
$91.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Walthausen & Co., LLC
Malta, NY |
BUY
|
- |
620+ 0.77% |
$11.4K - $13.2K
|
80.8K
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
512+ 0.36% |
$9.45K - $10.9K
|
143K
$2.52M
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.49% |
$18.5 - $21.4
|
207
$3.65K
|
|
| Q2 2022 | |||||||
|
Aug 03, 2022
Q2 2022
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
18.7KNew |
$339K - $403K
|
18.7K
$329K
|
|
|
Aug 12, 2022
Q2 2022
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
10.9KNew |
$199K - $236K
|
10.9K
$193K
|
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
10KNew |
$182K - $216K
|
10K
$176K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
261New |
$4.74K - $5.63K
|
261
$4.6K
|
|
| Q1 2022 | |||||||
|
Apr 28, 2022
Q1 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
10KNew |
$203K - $222K
|
10K
$176K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
13.7KNew |
$269K - $300K
|
13.7K
$242K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
12KNew |
$235K - $261K
|
12K
$211K
|
|
|
Jan 24, 2022
Q4 2021
|
Clean Yield Group
|
BUY
|
- |
900New |
$17.6K - $19.6K
|
900
$15.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Forbes J M & CO LLP
|
BUY
|
- |
500+ 5.0% |
$9.8K - $10.9K
|
10.5K
$185K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.48KNew |
$26.7K - $30.2K
|
1.48K
$26K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
63.1K+ 3608.23% |
$1.21M - $1.44M
|
64.9K
$1.14M
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.84K+ 36.67% |
$92.6K - $111K
|
18K
$318K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
CALL |
3.86MNew |
$60.8M - $76.2M
|
3.86M
$68.1M
|
|
|
May 12, 2021
Q1 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
20KNew |
$315K - $394K
|
20K
$352K
|
|
| Q4 2020 | |||||||
|
Feb 10, 2021
Q4 2020
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
15KNew |
$178K - $252K
|
15K
$264K
|
|
|
Jan 28, 2021
Q4 2020
|
American Research & Management Co.
|
BUY
|
- |
4.5KNew |
$53.5K - $75.6K
|
4.5K
$79.3K
|
|
|
Jan 21, 2021
Q4 2020
|
Cutler Group LP
|
BUY
|
PUT |
1KNew |
$11.9K - $16.8K
|
1K
$17.6K
|
|
|
Jan 21, 2021
Q4 2020
|
Cutler Group LP
|
BUY
|
- |
400New |
$4.75K - $6.72K
|
400
$7.05K
|
|