Purchases and Sales Made in Q4 2024 in Eastern Bankshares, Inc. (EBC)
This table provides information about the institutional ownership of Eastern Bankshares, Inc. (EBC) during Q4 2024. The information is specifically focused on institutions that hold shares of Eastern Bankshares, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-23- 0.16% |
$364 - $438
|
14.6K
$242K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-31- 19.75% |
$491 - $590
|
126
$2.09K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-53- 0.48% |
$839 - $1.01K
|
10.9K
$181K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-59- 11.87% |
$934 - $1.12K
|
438
$7.27K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-68- 9.87% |
$1.08K - $1.29K
|
621
$10.3K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-125- 0.4% |
$1.98K - $2.38K
|
31K
$515K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-213- 1.14% |
$3.37K - $4.05K
|
18.4K
$305K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-235- 4.52% |
$3.72K - $4.47K
|
4.96K
$82.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-307- 2.34% |
$4.86K - $5.84K
|
12.8K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-321- 2.27% |
$5.08K - $6.11K
|
13.8K
$230K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-355- 0.43% |
$5.62K - $6.76K
|
82.3K
$1.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-431- 1.53% |
$6.82K - $8.2K
|
27.8K
$461K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-462- 1.07% |
$7.31K - $8.79K
|
42.9K
$711K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-500- 1.84% |
$7.92K - $9.52K
|
26.6K
$442K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-609- 4.65% |
$9.64K - $11.6K
|
12.5K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-701- 3.51% |
$11.1K - $13.3K
|
19.3K
$320K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-861- 78.92% |
$13.6K - $16.4K
|
230
$3.82K
|
|
|
Feb 10, 2025
Q4 2024
|
Royce & Associates LP
|
SELL
|
- |
-924- 7.14% |
$14.6K - $17.6K
|
12K
$199K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.2K- 4.2% |
$19K - $22.8K
|
27.4K
$454K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.49K- 34.43% |
$23.6K - $28.4K
|
2.84K
$47.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.5K- 2.13% |
$23.7K - $28.5K
|
68.8K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-1.65K- 5.86% |
$26.2K - $31.5K
|
26.5K
$440K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.82K- 1.06% |
$28.8K - $34.7K
|
169K
$2.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-2K- 15.5% |
$31.7K - $38.1K
|
10.9K
$181K
|
|
|
Feb 14, 2025
Q4 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-2.17K- 1.18% |
$34.3K - $41.3K
|
181K
$3.01M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-2.74K- 2.24% |
$43.4K - $52.2K
|
120K
$1.98M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-4.36K- 3.67% |
$68.9K - $82.9K
|
114K
$1.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.5K- 3.97% |
$71.2K - $85.6K
|
109K
$1.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-4.78K- 81.29% |
$75.6K - $90.9K
|
1.1K
$18.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-5.54K- 2.67% |
$87.6K - $105K
|
202K
$3.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-5.75K- 7.45% |
$91K - $109K
|
71.5K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-5.99K- 7.32% |
$94.8K - $114K
|
75.8K
$1.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-6K- 9.2% |
$95K - $114K
|
59.2K
$982K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.24K- 1.15% |
$98.8K - $119K
|
537K
$8.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.47K- 4.3% |
$102K - $123K
|
144K
$2.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-6.5K- 20.72% |
$103K - $124K
|
24.9K
$413K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-7.79K- 7.14% |
$123K - $148K
|
101K
$1.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-8.07K- 6.46% |
$128K - $154K
|
117K
$1.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-8.57K- 16.42% |
$136K - $163K
|
43.6K
$724K
|
|
|
Feb 12, 2025
Q4 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-9.81K- 4.33% |
$155K - $187K
|
217K
$3.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-10K- 4.44% |
$158K - $190K
|
215K
$3.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-11K- 0.47% |
$175K - $210K
|
2.33M
$38.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-11.8K- 22.74% |
$187K - $225K
|
40.2K
$668K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-12.1K- 10.79% |
$191K - $230K
|
99.8K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-13K- 0.95% |
$205K - $247K
|
1.36M
$22.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-13.6K- 69.25% |
$215K - $258K
|
6.03K
$100K
|
|
|
Feb 14, 2025
Q4 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-14.1K- 28.0% |
$223K - $268K
|
36.2K
$601K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-14.9K- 2.82% |
$236K - $284K
|
514K
$8.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.6K- 10.91% |
$247K - $297K
|
127K
$2.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-16.6K- 0.36% |
$262K - $315K
|
4.57M
$75.8M
|