Institutional Ownership Peapack Gladstone Financial Corp (PGC)

This table provides information about the institutional ownership of Peapack Gladstone Financial Corp (PGC). We have compiled data on the 137 institutions that hold shares in the stock, with a total of 13.1 Million shares, which have been reported (via 13F filing form) to have a value of $371 Million.

Holding	Report Date	shares Held	Holding Value (Reported)	Last Trade	Trade History
Holding	Report Date	shares Held	Holding Value (Reported)	Last Trade	Trade History
Cwm, LLC	May 01, 2025 Q1 2025	208 shares	$5,892 0.0% of portfolio	Q1 2025 Reduced 33.12%
Simplex Trading, LLC	May 12, 2025 Q1 2025	149 shares	$4,221 0.0% of portfolio	Q1 2025 New holding
Wipfli Financial Advisors Llc,	Oct 26, 2022 Q3 2022	78 shares	$2,209 0.0% of portfolio	Q3 2022 New holding
Coldstream Capital Management Inc	May 13, 2025 Q1 2025	48 shares	$1,359 0.0% of portfolio	Q1 2025 New holding
Comerica Bank	May 14, 2025 Q1 2025	44 shares	$1,246 0.0% of portfolio	Q2 2024 Added 57.14%
Rothschild Investment LLC Chicago, IL	Apr 08, 2025 Q1 2025	40 shares	$1,133 0.0% of portfolio	Q1 2025 Added 33.33%
Bruce G. Allen Investments, LLC Denver, CO	Apr 14, 2025 Q1 2025	19 shares	$538 0.0% of portfolio	Q3 2024 New holding
Stephens Consulting, LLC Flint, MI	Apr 17, 2025 Q1 2025	15 shares	$424 0.0% of portfolio	Q1 2025 New holding
Farther Finance Advisors, LLC San Francisco, CA	Apr 14, 2025 Q1 2025	13 shares	$368 0.0% of portfolio	Q1 2025 Added 333.33%
True Wealth Design, LLC Akron, OH	May 13, 2025 Q1 2025	7 shares	$198 0.0% of portfolio	Q1 2025 New holding
Ever Source Wealth Advisors, LLC	May 13, 2025 Q1 2025	1 shares	$28 0.0% of portfolio	Q1 2025 Reduced 83.33%
Concourse Financial Group Securities, Inc. Birmingham, AL	May 14, 2025 Q1 2025	0 shares	$0 100.0% of portfolio	Q1 2025 New holding

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells PGC shares.

Notify only if

Value

Any

Insider Trading

Get notified when an Peapack Gladstone Financial Corp insider buys or sells PGC shares.

Notify only if

Operation

Any

Value

Any

Type

P - Open market or private purchase×

S - Open market or private sale×

V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

20 item(s) selected

News

Receive news related to PEAPACK GLADSTONE FINANCIAL CORP

Track Activities on PGC

Account

Institutional Ownership Peapack Gladstone Financial Corp (PGC)

Track Institutional and Insider Activities on PGC

Institutional Portfolio Updates

Insider Trading

News