Institutional Ownership Eastern Bankshares, Inc. (EBC)
This table provides information about the institutional ownership of Eastern Bankshares, Inc. (EBC). We have compiled data on the 262 institutions that hold shares in the stock, with a total of 122 Million shares, which have been reported (via 13F filing form) to have a value of $2.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
945
shares
|
$15,422
0.0% of portfolio
|
Q4 2024
Added 80.69%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
900
shares
|
$14,688
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
884
shares
|
$14,426
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
823
shares
|
$13,431
0.0% of portfolio
|
Q4 2024
Added 27.99%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
750
shares
|
$12,240
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
621
shares
|
$10,134
0.0% of portfolio
|
Q4 2024
Reduced 9.87%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
501
shares
|
$8,176
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
438
shares
|
$7,148
0.0% of portfolio
|
Q4 2024
Reduced 11.87%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
410
shares
|
$6,691
0.0% of portfolio
|
Q4 2024
Added 41.87%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
230
shares
|
$3,753
0.0% of portfolio
|
Q4 2024
Reduced 78.92%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
200
shares
|
$3,264
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
160
shares
|
$2,611
0.0% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
126
shares
|
$2,056
0.0% of portfolio
|
Q4 2024
Reduced 19.75%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
123
shares
|
$2,007
0.0% of portfolio
|
Q2 2024
Added 2.5%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
112
shares
|
$1,827
0.0% of portfolio
|
Q2 2023
Added 348.0%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
99
shares
|
$1,615
0.0% of portfolio
|
Q4 2024
Added 115.22%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
94
shares
|
$1,534
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
91
shares
|
$1,485
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
84
shares
|
$1,370
0.0% of portfolio
|
Q4 2024
Added 29.23%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
34
shares
|
$554
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
33
shares
|
$538
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
29
shares
|
$473
0.0% of portfolio
|
Q4 2024
Added 16.0%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
24
shares
|
$391
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
15
shares
|
$244
0.0% of portfolio
|
Q2 2024
Added 25.0%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
11
shares
|
$179
0.0% of portfolio
|
Q4 2024
Reduced 26.67%
|