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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-411- 55.09% |
$9.79K - $12K
|
335
$7.24K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-37- 10.11% |
$881 - $1.08K
|
329
$7.11K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3New |
$71.4 - $87.3
|
3
$64.9
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-250- 0.79% |
$5.95K - $7.28K
|
31.4K
$679K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
54.5K+ 4.23% |
$1.3M - $1.59M
|
1.34M
$29.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-19K- 1.31% |
$452K - $553K
|
1.43M
$30.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-2- 0.12% |
$47.6 - $58.2
|
1.67K
$36.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
179+ 0.64% |
$4.26K - $5.21K
|
27.9K
$604K
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
12.7KNew |
$302K - $369K
|
12.7K
$274K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
27+ 0.2% |
$643 - $786
|
13.7K
$297K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
350KNew |
$8.33M - $10.2M
|
350K
$7.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
40.5KNew |
$964K - $1.18M
|
40.5K
$876K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-142K- 12.08% |
$3.38M - $4.14M
|
1.03M
$22.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
106+ 0.73% |
$2.52K - $3.09K
|
14.6K
$316K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-563- 2.89% |
$13.4K - $16.4K
|
18.9K
$409K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
199K+ 58.88% |
$4.74M - $5.79M
|
537K
$11.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.85K+ 158.38% |
$44.1K - $53.9K
|
3.02K
$65.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
SELL
|
- |
-33- 4.17% |
$786 - $961
|
759
$16.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
3New |
$71.4 - $87.3
|
3
$64.9
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-28.3K- 63.01% |
$674K - $824K
|
16.6K
$359K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4New |
$95.2 - $116
|
4
$86.5
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
215+ 8.94% |
$5.12K - $6.26K
|
2.62K
$56.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-5- 4.76% |
$119 - $146
|
100
$2.16K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-2.75K- 5.0% |
$65.4K - $79.9K
|
52.2K
$1.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-156- 0.55% |
$3.71K - $4.54K
|
28.2K
$610K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
200+ 1.14% |
$4.76K - $5.82K
|
17.7K
$382K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
3K+ 17.12% |
$71.4K - $87.3K
|
20.5K
$444K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-2.3K- 7.26% |
$54.8K - $67K
|
29.4K
$636K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6- 1.34% |
$143 - $175
|
441
$9.53K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-160- 45.98% |
$3.81K - $4.66K
|
188
$4.06K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
178+ 0.95% |
$4.24K - $5.18K
|
19K
$410K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
487+ 5.31% |
$11.6K - $14.2K
|
9.66K
$209K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
468KNew |
$11.1M - $13.6M
|
468K
$10.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
8.84KNew |
$211K - $257K
|
8.84K
$191K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-1.1K- 4.46% |
$26.2K - $32K
|
23.5K
$509K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
6.32K+ 2.05% |
$151K - $184K
|
315K
$6.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
55+ 57.89% |
$1.31K - $1.6K
|
150
$3.24K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
13+ 25.0% |
$310 - $378
|
65
$1.41K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 1.69% |
$23.8 - $29.1
|
60
$1.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
15.4KNew |
$366K - $447K
|
15.4K
$332K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
29+ 16.57% |
$690 - $844
|
204
$4.41K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
51+ 0.27% |
$1.21K - $1.48K
|
19.1K
$414K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-551- 8.02% |
$13.1K - $16K
|
6.32K
$137K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-216- 0.39% |
$5.14K - $6.29K
|
54.8K
$1.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.01K- 2.68% |
$24K - $29.3K
|
36.6K
$790K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
323+ 538.33% |
$7.69K - $9.4K
|
383
$8.28K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
8+ 0.06% |
$190 - $233
|
14.3K
$310K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
100New |
$2.38K - $2.91K
|
100
$2.16K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 5.56% |
$23.8 - $29.1
|
19
$411
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
350+ 94.34% |
$8.33K - $10.2K
|
721
$15.6K
|