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Boston Private Financial Holdings Inc (NASDAQ:BPFH)

16.65
Delayed Data
As of Jan 20
 +0.25 / +1.52%
Today’s Change
9.34
Today|||52-Week Range
16.90
+0.60%
Year-to-Date
Institutional investors purchased a net $363.5 thousand shares of BPFH during the quarter ended September 2016 and now own 95.87% 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 stakeholders6.48%
Mutual fund holders58.99%
Other institutional36.87%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/31/2016ABERDEEN ASSET MANAGEMENT, INC.  Bought 293.3 Thousand shares of Boston Private Financial ...
12/31/2016SHELL ASSET MANAGEMENT COMPANY B...  Bought 65.0 Thousand shares of Boston Private Financial ...
12/31/2016BAYSTATE WEALTH MANAGEMENT LLC  Bought 8.1 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 Advisors9.80%8,148,453134,856,897+551,477+7.26%
The Vanguard Group, Inc.8.24%6,853,449113,424,581+180,784+2.71%
Dimensional Fund Advisors LP6.33%5,257,78487,016,325+167,801+3.30%
FIAM LLC6.08%5,056,61783,687,011-94,600-1.84%
Aberdeen Asset Management, Inc.3.73%3,098,61751,282,111+293,292+10.45%
Delaware Management Business Trus...3.50%2,910,19648,163,744-25,125-0.86%
Goldman Sachs Asset Management LP3.04%2,527,53941,830,770-34,637-1.35%
Aberdeen Asset Managers Ltd.2.86%2,377,90839,354,377+518,036+27.85%
Fidelity Management & Research Co...2.53%2,103,93134,820,058-201,330-8.73%
SSgA Funds Management, Inc.2.40%1,993,10032,985,805+101,925+5.39%

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 ETF3.69%3,064,81150,722,622+8,734+0.29%
Aberdeen US Small Cap Equity Fund3.08%2,561,06942,385,692+204,879+8.70%
Vanguard Small Cap Index Fund2.12%1,763,54329,186,637+11,359+0.65%
Delaware Small Cap Value Fund2.10%1,749,33328,951,461-36,979-2.07%
iShares Russell 2000 ETF2.04%1,696,40528,075,503-2,664-0.16%
Goldman Sachs Small Cap Value Fun...2.04%1,691,39227,992,538-33,614-1.95%
Vanguard Total Stock Market Index...1.93%1,606,11326,581,17000.00%
Fidelity VIP - Mid Cap Portfolio1.82%1,515,81625,086,75500.00%
Janus Perkins Small Cap Value Fun...1.44%1,192,51819,736,173+458,902+62.55%
Vanguard Small Cap Value Index Fu...1.34%1,115,25118,457,404+32,120+2.97%