Latest Institutional Transactions on Pacific Premier Bancorp Inc (PPBI)
This table provides information on the latest institutional transactions involving Pacific Premier Bancorp Inc (PPBI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 12, 2022
Q4 2021
|
West Oak Capital, LLC
|
SELL
|
- |
-1.2KClosed |
$44.4K - $53.7K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
16New |
$583 - $684
|
16
$346
|
|
Nov 10, 2021
Q3 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-39.8KClosed |
$1.45M - $1.7M
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-3.84KClosed |
$140K - $164K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Jupiter Asset Management LTD
|
SELL
|
- |
-158KClosed |
$5.76M - $6.76M
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-54.6KClosed |
$1.99M - $2.33M
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2.31KClosed |
$84.1K - $98.6K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Xponance, Inc.
|
SELL
|
- |
-5.13KClosed |
$187K - $219K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-763Closed |
$27.8K - $32.6K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
238New |
$8.67K - $10.2K
|
238
$5.15K
|
|
Q2 2021 | |||||||
Nov 12, 2021
Q2 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-5.82KClosed |
$237K - $274K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-366Closed |
$14.9K - $17.2K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Maltese Capital Management LLC
New York, NY |
SELL
|
- |
-85KClosed |
$3.47M - $4M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-29.3KClosed |
$1.19M - $1.38M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-8.75KClosed |
$357K - $412K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-1.48KClosed |
$60.2K - $69.4K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-21.2KClosed |
$865K - $998K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.16KClosed |
$47.3K - $54.6K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-70Closed |
$2.85K - $3.29K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-144Closed |
$5.87K - $6.78K
|
0
$0
|
|
Jul 01, 2021
Q2 2021
|
Corsicana & Co.
|
BUY
|
- |
1KNew |
$40.8K - $47.1K
|
1K
$21.6K
|
|
Q1 2021 | |||||||
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-100Closed |
$3.11K - $4.67K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-2.28KClosed |
$70.9K - $106K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-118Closed |
$3.67K - $5.5K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-35.2KClosed |
$1.09M - $1.64M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
713New |
$22.2K - $33.3K
|
713
$15.4K
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-143Closed |
$4.45K - $6.67K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-84Closed |
$2.61K - $3.92K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-634Closed |
$19.7K - $29.6K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-3.42KClosed |
$106K - $159K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-15.1KClosed |
$470K - $705K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-35Closed |
$1.09K - $1.63K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 13, 2024
Q4 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
35New |
$726 - $1.1K
|
35
$757
|
|
Feb 16, 2021
Q4 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.14KClosed |
$23.6K - $35.7K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-85.5KClosed |
$1.77M - $2.68M
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Fj Capital Management LLC
Mclean, VA |
SELL
|
- |
-1.17MClosed |
$24.3M - $36.8M
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Bhz Capital Management, LP
San Jose, CA |
SELL
|
- |
-156KClosed |
$3.24M - $4.9M
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-23.1KClosed |
$479K - $724K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.8KClosed |
$326K - $493K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-12.3KClosed |
$256K - $386K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Monarch Partners Asset Management LLC
|
SELL
|
- |
-208KClosed |
$4.32M - $6.53M
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-23.5KClosed |
$435K - $552K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-2.15KClosed |
$39.8K - $50.5K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-166KClosed |
$3.07M - $3.9M
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-22.5KClosed |
$416K - $528K
|
0
$0
|
|
Nov 04, 2020
Q3 2020
|
Jennison Associates LLC
|
SELL
|
- |
-52.1KClosed |
$964K - $1.22M
|
0
$0
|
|
Nov 03, 2020
Q3 2020
|
Roubaix Capital, LLC
|
SELL
|
- |
-58.9KClosed |
$1.09M - $1.38M
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-13.4KClosed |
$248K - $315K
|
0
$0
|
|
Oct 20, 2020
Q3 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
15KNew |
$278K - $353K
|
15K
$325K
|
|
Oct 15, 2020
Q3 2020
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-31.5KClosed |
$584K - $740K
|
0
$0
|