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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
19,261
shares
|
$314,339
0.0% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Feb 14, 2025 Q4 2024 |
18,789
shares
|
$306,636
0.0% of portfolio
|
Q2 2024
Reduced 22.25%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
18,500
shares
|
$301,920
0.0% of portfolio
|
Q3 2022
Added 27.59%
|
|
|
S&Co Inc
Boston, MA |
Feb 07, 2025 Q4 2024 |
18,450
shares
|
$301,104
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
18,410
shares
|
$300,451
0.0% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Cibc World Markets Corp
New York, NY |
Feb 10, 2025 Q4 2024 |
18,060
shares
|
$294,739
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
18,022
shares
|
$294,119
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,522
shares
|
$285,959
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
17,416
shares
|
$284,229
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
15,817
shares
|
$258,133
0.01% of portfolio
|
Q4 2022
Reduced 14.29%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
15,611
shares
|
$254,771
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
15,096
shares
|
$246,366
0.0% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
15,000
shares
|
$244,800
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
14,868
shares
|
$242,645
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
14,611
shares
|
$238,451
0.0% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
14,550
shares
|
$237,456
0.0% of portfolio
|
Q3 2024
Reduced 95.75%
|
|
|
Somerville Kurt F
|
Feb 12, 2025 Q4 2024 |
14,248
shares
|
$232,527
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
13,845
shares
|
$225,950
0.0% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Xponance, Inc.
|
Feb 10, 2025 Q4 2024 |
13,778
shares
|
$224,856
0.0% of portfolio
|
Q4 2024
Added 9.57%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
13,690
shares
|
$223,420
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Feb 14, 2025 Q4 2024 |
13,457
shares
|
$219,618
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
13,397
shares
|
$218,639
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
13,397
shares
|
$218,639
0.02% of portfolio
|
Q4 2022
Reduced 13.81%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
12,836
shares
|
$209,483
0.01% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
12,722
shares
|
$207,623
0.02% of portfolio
|
Q3 2024
New holding
|