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 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
19.3KNew |
$358K - $578K
|
19.3K
$498K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-400- 79.52% |
$7.41K - $12K
|
103
$2.66K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13.5KNew |
$250K - $404K
|
13.5K
$349K
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
179+ 1.17% |
$3.32K - $5.36K
|
15.5K
$400K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
500New |
$9.27K - $15K
|
500
$12.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
9.23K+ 25.06% |
$171K - $276K
|
46.1K
$1.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-21.7K- 10.3% |
$402K - $650K
|
189K
$4.88M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
7.1KNew |
$132K - $213K
|
7.1K
$183K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-51- 55.43% |
$945 - $1.53K
|
41
$1.06K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
3.21KNew |
$59.5K - $96.1K
|
3.21K
$82.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-185- 64.91% |
$3.43K - $5.54K
|
100
$2.58K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
9KNew |
$167K - $269K
|
9K
$232K
|
|
|
Jan 19, 2024
Q4 2023
|
Denali Advisors LLC
|
BUY
|
- |
51+ 204.0% |
$945 - $1.53K
|
76
$1.96K
|
|
|
Jan 11, 2024
Q4 2023
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
8.13KNew |
$151K - $243K
|
8.13K
$210K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-100- 0.67% |
$1.85K - $2.99K
|
14.7K
$380K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
8.04KNew |
$149K - $241K
|
8.04K
$208K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
901KNew |
$18.5M - $23.2M
|
901K
$23.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.83K+ 171.62% |
$37.4K - $47.1K
|
2.89K
$74.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-188K- 91.42% |
$3.86M - $4.86M
|
17.7K
$456K
|
|
|
Nov 14, 2023
Q3 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
11.9KNew |
$245K - $308K
|
11.9K
$308K
|
|
|
Nov 14, 2023
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
1.61K+ 13.64% |
$33K - $41.5K
|
13.4K
$346K
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-21.7K- 83.31% |
$444K - $558K
|
4.34K
$112K
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-483- 4.59% |
$9.89K - $12.5K
|
10K
$259K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
401New |
$8.21K - $10.3K
|
401
$10.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Versor Investments LP
|
BUY
|
- |
9.2KNew |
$188K - $237K
|
9.2K
$237K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-12- 21.05% |
$246 - $309
|
45
$1.16K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
76New |
$1.56K - $1.96K
|
76
$1.96K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
22+ 88.0% |
$451 - $567
|
47
$1.21K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.37K- 92.42% |
$28K - $35.2K
|
112
$2.89K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
100New |
$2.05K - $2.58K
|
100
$2.58K
|
|
| Q2 2023 | |||||||
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
22+ 9.52% |
$394 - $521
|
253
$6.53K
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1.67K+ 5.86% |
$29.8K - $39.5K
|
30.1K
$777K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
1.5KNew |
$26.8K - $35.6K
|
1.5K
$38.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
90+ 0.79% |
$1.61K - $2.13K
|
11.5K
$296K
|
|
|
Aug 14, 2023
Q2 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
9.86K+ 34.91% |
$176K - $234K
|
38.1K
$983K
|
|
|
Aug 14, 2023
Q2 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
18.4K+ 36.23% |
$329K - $435K
|
69.1K
$1.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
16.8KNew |
$301K - $399K
|
16.8K
$435K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
94New |
$1.68K - $2.23K
|
94
$2.43K
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
231K+ 50.29% |
$4.13M - $5.47M
|
689K
$17.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-35- 36.84% |
$626 - $830
|
60
$1.55K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11New |
$197 - $261
|
11
$284
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
CALL |
400New |
$7.16K - $9.48K
|
400
$10.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 25.0% |
$53.7 - $71.1
|
15
$387
|
|
| Q1 2023 | |||||||
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-913Closed |
$21.5K - $32.2K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
176+ 1.03% |
$4.15K - $6.21K
|
17.2K
$445K
|
|
|
May 15, 2023
Q1 2023
|
Starwood Capital Group Management, L.L.C.
Miami Beach, FL |
SELL
|
- |
-106K- 12.5% |
$2.51M - $3.75M
|
745K
$19.2M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.01K+ 279.17% |
$23.7K - $35.5K
|
1.37K
$35.2K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-503- 44.16% |
$11.9K - $17.8K
|
636
$16.4K
|
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-70- 0.66% |
$1.65K - $2.47K
|
10.6K
$273K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
979+ 11.41% |
$23.1K - $34.5K
|
9.56K
$247K
|
|