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BPFH
Boston Private Financial Holdings, Inc.
BPFH
BPFH
Delisted
BPFH was delisted on the 30th of June, 2021.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 151 |
UM
151
Ulysses Management
New York
| – | -$777K | -70,000 | Closed |
|
| 152 |
GC
152
GMT Capital
Atlanta,
Georgia
| – | -$679K | -61,200 | Closed |
|
| 153 |
153
HighTower Advisors
Chicago,
Illinois
| – | -$473K | -42,674 | Closed |
|
| 154 |
EBSAM
154
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| – | -$117K | -10,595 | Closed |
|
| 155 |
155
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$5K | -411 | Closed |
|
| 156 |
DADC
156
D.A. Davidson & Co
Great Falls,
Montana
| – | +$12 | +1 | New |
|
| 157 |
MFS
157
MSI Financial Services
Springfield,
Massachusetts
| – | +$46 | +4 | New |
|