Boston Private Financial Holdings Inc (NASDAQ:BPFH)

9.98
Data as of Jun 19
 -0.06 / -0.60%
Today’s Change
8.09
Today|||52-Week Range
10.45
+10.77%
Year-to-Date
Institutional investors hold a majority ownership of BPFH through the 76.83% 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 March 2013, these large investors purchased a net $56.2 thousand shares.
Individual stakeholders5.81%
Mutual fund holders43.69%
Other institutional33.13%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2013WILLIAM BLAIR & CO. LLC (INVESTM...  Bought 865.4 Thousand shares of Boston Private Financial ...
3/31/2013BLACKROCK FUND ADVISORS  Bought 426.3 Thousand shares of Boston Private Financial ...
3/31/2013LORD, ABBETT & CO. LLC  Bought 329.7 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 Advisors7.60%6,005,25359,151,742+426,296+7.64%
The Vanguard Group, Inc.5.41%4,274,17042,100,575+38,931+0.92%
Lord, Abbett & Co. LLC5.07%4,010,10039,499,485+329,700+8.96%
Wellington Management Co. LLP4.88%3,857,35637,994,957-1,071,346-21.74%
Dimensional Fund Advisors, Inc.4.21%3,330,50432,805,464+68,482+2.10%
SSgA Funds Management, Inc.3.01%2,378,16423,424,915+110,577+4.88%
Goldman Sachs Asset Management LP2.73%2,156,56121,242,126+220,160+11.37%
The Banc Funds Co. LLC2.61%2,061,66320,307,381+130,000+6.73%
Investment Counselors of Maryland...2.56%2,025,70019,953,14500.00%
Cramer Rosenthal McGlynn LLC2.56%2,021,20019,908,820-29,350-1.43%

Top 10 Mutual Funds Holding Boston Private Financial Holdings Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Lord Abbett Small Cap Value Fund2.87%2,267,50022,334,875-36,600-1.59%
Keeley Small Cap Value Fund1.89%1,495,11214,726,853+41,000+2.82%
iShares Core S&P Small Cap ETF1.76%1,392,95313,720,587+21,805+1.59%
Goldman Sachs Small Cap Value Fun...1.68%1,324,51113,046,43300.00%
iShares Russell 2000 Index Fund1.50%1,183,51311,657,603-50,959-4.13%
Advisors Inner Circle-ICM Small C...1.48%1,172,20011,546,17000.00%
CRM Small Cap Value Fund1.43%1,130,35011,133,948-12,300-1.08%
Vanguard Small Cap Index Fund1.41%1,112,21210,955,288-70,258-5.94%
Vanguard Total Stock Market Index...1.23%975,5619,609,276+47,309+5.10%
Royce Opportunity Fund1.22%960,5469,461,378+30,000+3.22%

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