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Boston Private Financial Holdings Inc (NASDAQ:BPFH)

17.05
Delayed Data
As of Feb 24
 -0.20 / -1.16%
Today’s Change
9.89
Today|||52-Week Range
17.40
+3.02%
Year-to-Date
Institutional investors purchased a net $374.6 thousand shares of BPFH during the quarter ended December 2016 and now own 94.64% of the total shares outstanding. This majority interest is a greater percentage than is typical for companies in the Regional Banks industry and highlights that the smart money sees this stock as an important holding.
Individual stakeholders6.38%
Mutual fund holders59.07%
Other institutional35.57%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/31/2016CAPITAL RESEARCH & MANAGEMENT CO...  Bought 868.2 Thousand shares of Boston Private Financial ...
12/31/2016BLACKROCK FUND ADVISORS  Bought 824.2 Thousand shares of Boston Private Financial ...
12/31/2016ABERDEEN ASSET MANAGERS LTD.  Bought 752.0 Thousand shares of Boston Private Financial ...

Top 10 Owners of Boston Private Financial Holdings Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
BlackRock Fund Advisors10.72%8,972,700148,049,550+824,247+10.12%
The Vanguard Group, Inc.8.53%7,144,643117,886,610+291,194+4.25%
Dimensional Fund Advisors LP6.44%5,389,75088,930,875+131,966+2.51%
FIAM LLC4.92%4,120,94767,995,626-935,670-18.50%
Aberdeen Asset Management, Inc.3.75%3,137,39151,766,952+38,774+1.25%
Aberdeen Asset Managers Ltd.3.74%3,129,89151,643,202+751,983+31.62%
Delaware Management Business Trus...3.42%2,865,64447,283,126-44,552-1.53%
Goldman Sachs Asset Management LP2.98%2,495,63241,177,928-31,907-1.26%
SSgA Funds Management, Inc.2.88%2,407,49039,723,585+414,390+20.79%
Fidelity Management & Research Co...2.41%2,020,08133,331,337-83,850-3.99%

Top 10 Mutual Funds Holding Boston Private Financial Holdings Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
iShares Core S&P Small Cap ETF3.93%3,290,43954,292,244+46,683+1.44%
Aberdeen US Small Cap Equity Fund3.06%2,561,06942,257,63900.00%
American Funds Small Cap World Fu...2.36%1,978,17732,639,921+868,177+78.21%
Delaware Small Cap Value Fund2.12%1,778,40029,343,60000.00%
Vanguard Small Cap Index Fund2.11%1,763,54329,098,460+11,359+0.65%
iShares Russell 2000 ETF1.97%1,649,34127,214,127+33,152+2.05%
Goldman Sachs Small Cap Value Fun...1.96%1,638,55927,036,224-52,833-3.12%
Vanguard Total Stock Market Index...1.92%1,606,11326,500,86500.00%
Fidelity VIP - Mid Cap Portfolio1.75%1,463,61624,149,664-52,200-3.44%
Janus Perkins Small Cap Value Fun...1.42%1,192,51819,676,547+458,902+62.55%