Boston Private Financial Holdings Inc (NASDAQ:BPFH)

Data as of Oct 22
 +0.07 / +0.58%
Today’s Change
Today|||52-Week Range
Institutional investors hold a majority ownership of BPFH through the 90.25% of the outstanding shares that they control. This interest is also higher than at almost any other company in the Regional Banks industry. Last, during the quarter ended June 2014, these large investors purchased a net $819.9 thousand shares.
Individual stakeholders6.84%
Mutual fund holders51.04%
Other institutional39.21%

Largest Quarterly Institutional

Latest Institutional Activity

8/31/2014ABERDEEN ASSET MANAGEMENT, INC.  Bought 17.4 Thousand shares of Boston Private Financial ...
9/30/2014CAPSTONE ASSET MANAGEMENT CO., I...  Bought 1.7 Thousand shares of Boston Private Financial ...
8/29/2014CREDIT SUISSE AG  Bought 900.00 shares of Boston Private Financial ...

Top 10 Owners of Boston Private Financial Holdings Inc

Total value ($)Shares
bought / sold
BlackRock Fund Advisors7.97%6,408,44479,400,621-305,925-4.56%
The Vanguard Group, Inc.6.25%5,023,74662,244,213+77,029+1.56%
Pyramis Global Advisors LLC5.59%4,495,75255,702,367+460,371+11.41%
SSgA Funds Management, Inc.5.11%4,111,36850,939,850+682,465+19.90%
Dimensional Fund Advisors LP4.53%3,638,83345,085,141+171,211+4.94%
Goldman Sachs Asset Management LP3.79%3,048,32337,768,722+49,259+1.64%
The Banc Funds Co. LLC3.43%2,761,36334,213,288-23,300-0.84%
Fidelity Management & Research Co...3.35%2,696,33333,407,566+321,797+13.55%
Wellington Management Co. LLP3.13%2,515,70531,169,585+2,443,695+3,393.55%
Delaware Management Business Trus...3.11%2,502,42031,004,984+59,384+2.43%

Top 10 Mutual Funds Holding Boston Private Financial Holdings Inc

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Goldman Sachs Small Cap Value Fun...2.54%2,039,22925,266,04700.00%
Fidelity VIP - Mid Cap Portfolio2.37%1,903,31623,582,085+80,579+4.42%
Lord Abbett Small Cap Value Fund2.20%1,767,10021,894,369-380,800-17.73%
SPDR S&P Regional Banking ETF2.15%1,727,95821,409,400-622,965-26.50%
iShares Core S&P Small Cap ETF1.99%1,595,89819,773,176-4,387-0.27%
Delaware Small Cap Value Fund1.82%1,462,10918,115,531-121,224-7.66%
Vanguard Small Cap Index Fund1.64%1,317,71416,326,476+5,291+0.40%
Vanguard Total Stock Market Index...1.49%1,197,19814,833,283+6,642+0.56%
iShares Russell 2000 ETF1.48%1,192,35214,773,241+44,608+3.89%
American Beacon Small Cap Value F...1.46%1,173,97814,545,58700.00%

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