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Eastern Bankshares

Name Holding Trade Value Shares
Change
Change in
Stake
HAI
51
Hennessy Advisors Inc
California
$4.13M +$2.28M +110,000 +116%
RVPG
52
Relative Value Partners Group
$4.11M -$10.4K -500 -0.2%
Prudential Financial
53
Prudential Financial
New Jersey
$4.08M +$3.85M +185,494 +1,096%
NAMM
54
NorthStar Asset Management (Massachusetts)
Massachusetts
$4.06M +$165K +7,929 +4%
PCM
55
Polaris Capital Management
Massachusetts
$4.03M
CWM
56
Congress Wealth Management
Massachusetts
$3.96M +$4.08M +196,500 New
Citadel Advisors
57
Citadel Advisors
Florida
$3.93M +$623K +30,012 +18%
DMKJ
58
David M. Knott Jr
$3.83M +$3.94M +190,000 New
Wells Fargo
59
Wells Fargo
California
$3.76M +$2.34M +112,589 +153%
ACA
60
Anchor Capital Advisors
Massachusetts
$3.53M -$34.7K -1,671 -0.9%
UBS AM
61
UBS AM
Illinois
$3.15M +$219K +10,534 +7%
UBS Group
62
UBS Group
Switzerland
$3.06M +$1.48M +71,264 +89%
BFM
63
Boothbay Fund Management
New York
$3.02M
E
64
Ergoteles
New York
$2.88M +$1.64M +78,843 +123%
MC
65
Mount Capital
United Kingdom
$2.86M +$2.94M +141,820 New
BFA
66
Beaumont Financial Advisors
Massachusetts
$2.85M +$8.18K +394 +0.3%
CS
67
Credit Suisse
Switzerland
$2.85M -$88.4K -4,261 -3%
Dimensional Fund Advisors
68
Dimensional Fund Advisors
Texas
$2.81M +$2.39M +115,124 +480%
Legal & General Group
69
Legal & General Group
United Kingdom
$2.77M +$38K +1,832 +1%
Invesco
70
Invesco
Georgia
$2.76M -$108K -5,196 -4%
WC
71
Walthausen & Co
New York
$2.73M +$67.5K +3,250 +2%
State of New Jersey Common Pension Fund D
72
State of New Jersey Common Pension Fund D
New Jersey
$2.67M +$2.75M +132,420 New
MCA
73
Mendon Capital Advisors
Florida
$2.52M +$2.59M +125,000 New
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$2.5M +$83 +4 +0%
SWM
75
SeaCrest Wealth Management
New York
$2.34M -$41.3K -1,989 -2%