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 291 institutions that hold shares in the stock, with a total of 129 Million shares, which have been reported (via 13F filing form) to have a value of $2.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
875
shares
|
$15,417
0.0% of portfolio
|
Q3 2025
Reduced 5.3%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
818
shares
|
$14,413
0.0% of portfolio
|
Q3 2025
Added 5.82%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
747
shares
|
$13,162
0.0% of portfolio
|
Q3 2025
Added 116.52%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
680
shares
|
$11,981
0.0% of portfolio
|
Q3 2025
Added 5.92%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
659
shares
|
$11,611
0.0% of portfolio
|
Q3 2025
Reduced 70.34%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
447
shares
|
$7,876
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
432
shares
|
$7,611
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
408
shares
|
$7,188
0.0% of portfolio
|
Q3 2025
Added 13.97%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
310
shares
|
$5,462
0.0% of portfolio
|
Q3 2025
Reduced 7.46%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
260
shares
|
$4,581
0.0% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2025 Q3 2025 |
228
shares
|
$4,017
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
227
shares
|
$3,999
0.0% of portfolio
|
Q3 2025
Added 60.99%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
215
shares
|
$3,788
0.0% of portfolio
|
Q3 2025
Reduced 11.52%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
200
shares
|
$3,524
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
180
shares
|
$3,171
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
168
shares
|
$2,960
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
166
shares
|
$2,924
0.0% of portfolio
|
Q3 2025
Added 213.21%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
123
shares
|
$2,167
0.0% of portfolio
|
Q2 2024
Added 2.5%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
112
shares
|
$1,973
0.0% of portfolio
|
Q2 2023
Added 348.0%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
95
shares
|
$1,673
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
94
shares
|
$1,656
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
91
shares
|
$1,603
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
58
shares
|
$1,021
0.0% of portfolio
|
Q3 2025
Added 87.1%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
47
shares
|
$828
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
43
shares
|
$757
0.0% of portfolio
|
Q3 2025
New holding
|
|