Boston Private Financial Holdings Inc (NASDAQ:BPFH)

12.66
Data as of Jul 24
 +0.08 / +0.64%
Today’s Change
10.07
Today|||52-Week Range
14.64
+0.32%
Year-to-Date
Institutional investors hold a majority ownership of BPFH through the 88.98% 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 $345.1 thousand shares.
Individual stakeholders6.04%
Mutual fund holders53.66%
Other institutional35.32%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2014BOSTON PRIVATE BANK & TRUST CO.  Bought 31.6 Thousand shares of Boston Private Financial ...
6/30/2014FIRST AFFIRMATIVE FINANCIAL NETW...  Bought 7.5 Thousand shares of Boston Private Financial ...
5/30/2014CREDIT SUISSE AG  Bought 3.8 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 Advisors8.39%6,714,36990,241,119+46,040+0.69%
The Vanguard Group, Inc.6.18%4,946,71766,483,876+282,329+6.05%
Pyramis Global Advisors LLC5.04%4,035,38154,235,521-170,630-4.06%
Dimensional Fund Advisors LP4.33%3,467,62246,604,840+46,310+1.35%
SSgA Funds Management, Inc.4.29%3,428,90346,084,456+67,455+2.01%
Goldman Sachs Asset Management LP3.75%2,999,06440,307,420+73,923+2.53%
The Banc Funds Co. LLC3.48%2,784,66337,425,871-55,000-1.94%
Delaware Management Business Trus...3.05%2,443,03632,834,404+167,112+7.34%
Fidelity Management & Research Co...2.97%2,374,53631,913,764+793,206+50.16%
Lord, Abbett & Co. LLC2.96%2,367,23731,815,665-345,000-12.72%

Top 10 Mutual Funds Holding Boston Private Financial Holdings Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
SPDR S&P Regional Banking ETF3.19%2,553,08734,313,489+722,427+39.46%
Lord Abbett Small Cap Value Fund2.69%2,147,90028,867,776-134,400-5.89%
Goldman Sachs Small Cap Value Fun...2.49%1,991,94926,771,79500.00%
Fidelity VIP - Mid Cap Portfolio2.16%1,726,83723,208,689+559,661+47.95%
iShares Core S&P Small Cap ETF2.01%1,606,64821,593,349-9,808-0.61%
Delaware Small Cap Value Fund1.93%1,542,72220,734,184+3,953+0.26%
Vanguard Small Cap Index Fund1.64%1,312,42317,638,965-9,047-0.68%
Vanguard Total Stock Market Index...1.49%1,190,55616,001,07300.00%
iShares Russell 2000 ETF1.48%1,186,08415,940,969+11,767+1.00%
American Beacon Small Cap Value F...1.47%1,173,97815,778,26400.00%

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