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BPFH Insider Trading (Boston Private Financial)

Insider Ownership Percentage: 0.82%
Insider Buying (Last 12 Months): $179,042.38
Insider Selling (Last 12 Months): $200,506.80

Boston Private Financial Insider Trading History Chart

Boston Private Financial Share Price & Price History

$13.42
▲ +0.17 (1.28%)
As of 04/9/2021 01:00 AM ET
Days: 30 | 90 | 365
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Boston Private Financial Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
1/5/2021W. Timothy MacdonaldEVPSell10,586$10.81$114,434.66105,291  
5/18/2020Steven M GavenCFOSell841$6.54$5,500.1412,773  
5/18/2020W. Timothy MacdonaldEVPSell4,905$6.66$32,667.30102,306  
5/15/2020Joy EnosEVPBuy1,550$6.40$9,920.00
5/11/2020Lizabeth H ZlatkusDirectorBuy10,000$6.95$69,500.0040,040  
5/4/2020Anthony DechellisCEOBuy14,586$6.83$99,622.38208,897  
4/27/2020W. Timothy MacdonaldEVPSell6,635$7.22$47,904.7094,705  
3/12/2020Anthony DechellisCEOBuy7,796$7.25$56,521.00  
2/27/2020Paul M SimonsEVPBuy5,000$10.25$51,250.0017,881  
11/22/2019Mark F FurlongDirectorBuy2,000$11.53$23,060.0025,951  
10/30/2019W. Timothy MacdonaldEVPSell20,546$11.25$231,142.50113,851  
9/4/2019Steven M GavenCFOBuy3,800$10.53$40,014.0011,412  
8/27/2019Gloria C LarsonDirectorBuy7,226$10.08$72,838.0823,075  
5/14/2019Steven M GavenCFOSell1,348$11.04$14,881.928,960  
12/12/2018Paul M SimonsEVPBuy10,560$11.35$119,856.00300  
12/4/2018Stephen M WatersDirectorSell3,000$12.61$37,830.00  
11/28/2018Anthony DechellisCEOBuy20,000$12.65$253,000.00141,879  
11/19/2018David J KayeCEOSell27,498$13.05$358,848.90  
8/14/2018Joy EnosEVPBuy1,000$14.00$14,000.001,000  
8/9/2018George G SchwartzInsiderSell6,205$14.20$88,111.00152,557  
8/1/2018Mark F FurlongDirectorBuy1,500$14.50$21,750.0018,266  
7/26/2018Stephen M WatersDirectorSell5,000$14.40$72,000.0024,093  
5/23/2018Stephen M WatersDirectorSell7,000$16.92$118,440.0033,093  
5/22/2018Joseph D ReganInsiderSell15,000$17.18$257,700.0020,478  
5/17/2018Steven M GavenCFOSell603$16.73$10,088.19  
5/15/2018Martha HigginsEVPSell2,000$16.82$33,640.00  
5/1/2018Corey GriffinCEOBuy9,274$15.97$148,105.78  
4/25/2018Deborah F KuenstnerDirectorSell7,500$16.30$122,250.00126,051  
See Full Table

SEC Filings (Institutional Ownership Changes) for Boston Private Financial (NASDAQ:BPFH)

85.96% of Boston Private Financial stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Boston Private Financial Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
4/9/2021State of Alaska Department of Revenue55,797$0.74M0.0%-12.9%0.068%
4/6/2021Everence Capital Management Inc.25,630$0.34M0.0%N/A0.031%
3/8/2021Dimensional Fund Advisors LP5,447,985$46.04M0.0%-4.7%6.609%
3/2/2021Norges Bank870,297$7.35M0.0%N/A1.058%
2/25/2021Dimensional Fund Advisors LP5,447,985$46.04M0.0%-4.7%6.623%
2/25/2021Interval Partners LP201,845$1.71M0.1%-9.4%0.245%
2/23/2021Willow Creek Wealth Management Inc.12,500$0.11M0.0%N/A0.015%
2/23/2021Principal Financial Group Inc.565,847$4.78M0.0%-3.9%0.688%
2/19/2021JPMorgan Chase & Co.508,827$4.30M0.0%-9.2%0.619%
2/18/2021Truist Financial Corp20,331$0.17M0.0%-42.2%0.025%
2/17/2021Canada Pension Plan Investment Board379,200$3.20M0.0%N/A0.461%
2/16/2021Squarepoint Ops LLC20,811$0.18M0.0%-29.2%0.025%
2/16/2021Morgan Stanley709,616$6M0.0%+222.6%0.863%
2/16/2021Tudor Investment Corp Et Al11,299$95K0.0%-88.3%0.014%
2/16/2021Nuveen Asset Management LLC394,505$3.33M0.0%-0.7%0.480%
2/16/2021Guggenheim Capital LLC12,160$0.10M0.0%N/A0.015%
2/16/2021Price T Rowe Associates Inc. MD152,263$1.29M0.0%+34.1%0.185%
2/16/2021Banc Funds Co. LLC2,101,454$17.76M1.7%+6.1%2.555%
2/16/2021Schroder Investment Management Group20,902$0.18M0.0%N/A0.025%
2/16/2021Engineers Gate Manager LP61,952$0.52M0.0%-9.1%0.075%
2/16/2021Gyon Technologies Capital Management LP82,662$0.70M0.2%N/A0.100%
2/16/2021Charles Schwab Investment Management Inc.1,531,502$12.94M0.0%+3.8%1.862%
2/13/2021American International Group Inc.55,210$0.47M0.0%-2.4%0.067%
2/12/2021Federated Hermes Inc.6,467$55K0.0%+67.4%0.008%
2/12/2021The Manufacturers Life Insurance Company 51,194$0.43M0.0%+2.5%0.062%
2/12/2021Credit Suisse AG122,048$1.03M0.0%+9.8%0.148%
2/12/2021Healthcare of Ontario Pension Plan Trust Fund282,600$2.39M0.0%N/A0.344%
2/12/2021Public Sector Pension Investment Board181,952$1.54M0.0%-25.9%0.221%
2/11/2021Kestrel Investment Management Corp493,550$4.17M2.0%-0.5%0.600%
2/11/2021Barrow Hanley Mewhinney & Strauss LLC8,469$72K0.0%-55.7%0.010%
2/11/2021Northern Trust Corp1,275,857$10.78M0.0%-19.5%1.551%
2/11/2021Baird Financial Group Inc.40,416$0.34M0.0%N/A0.049%
2/11/2021Barclays PLC108,710$0.92M0.0%-4.4%0.132%
2/11/2021Citigroup Inc.24,712$0.21M0.0%+90.8%0.030%
2/10/2021Rhumbline Advisers282,311$2.39M0.0%+17.7%0.343%
2/10/2021Renaissance Technologies LLC428,900$3.62M0.0%-59.6%0.521%
2/10/2021Northeast Investment Management400,149$3.38M0.2%-1.0%0.486%
2/10/2021Boston Private Wealth LLC17,563$0.15M0.0%-4.6%0.021%
2/9/2021Wells Fargo & Company MN200,951$1.70M0.0%-10.5%0.244%
2/9/2021Bank of New York Mellon Corp2,485,551$21M0.0%-12.0%3.022%
2/9/2021William Blair Investment Management LLC1,342,712$11.35M0.0%-1.9%1.632%
2/9/2021ProShare Advisors LLC19,729$0.17M0.0%+71.1%0.024%
2/8/2021Alliancebernstein L.P.83,820$0.71M0.0%-33.5%0.102%
2/5/2021Gamco Investors INC. ET AL532,525$4.50M0.0%-1.1%0.647%
2/5/2021BlackRock Inc.12,038,188$101.73M0.0%+0.8%14.635%
2/5/2021Aperio Group LLC185,096$1.56M0.0%+32.9%0.225%
2/5/2021Acuitas Investments LLC162,288$1.37M0.9%-16.5%0.197%
2/5/2021SG Americas Securities LLC49,239$0.42M0.0%N/A0.060%
2/4/2021Texas Permanent School Fund66,047$0.56M0.0%-14.0%0.080%
2/4/2021GSA Capital Partners LLP88,592$0.75M0.1%+8.1%0.108%
2/3/2021State of New Jersey Common Pension Fund D337,343$2.85M0.0%-11.0%0.410%
2/3/2021Bailard Inc.21,100$0.18M0.0%+11.6%0.026%
2/2/2021First Trust Advisors LP32,507$0.28M0.0%-85.5%0.040%
2/2/2021HoldCo Asset Management L.P.4,049,713$34.22M7.6%N/A4.923%
2/1/2021Victory Capital Management Inc.113,308$0.96M0.0%-26.7%0.138%
2/1/2021Assenagon Asset Management S.A.217,566$1.84M0.0%+145.0%0.265%
1/28/2021Arizona State Retirement System23,837$0.20M0.0%-3.4%0.029%
1/25/2021Nisa Investment Advisors LLC8,650$73K0.0%+17.7%0.011%
1/25/2021Janney Montgomery Scott LLC18,200$0.15M0.0%N/A0.022%
1/25/2021Strs Ohio94,600$0.80M0.0%-8.0%0.115%
1/25/2021New York State Teachers Retirement System212,034$1.79M0.0%-3.1%0.258%
1/13/2021Sowell Financial Services LLC8,428$71K0.0%-15.1%0.010%
1/8/2021State of Alaska Department of Revenue64,027$0.54M0.0%-16.9%0.078%
12/14/2020Strs Ohio102,800$0.57M0.0%+52.5%0.125%
12/4/2020Sei Investments Co.72,800$0.40M0.0%+35.8%0.089%
11/19/2020Schonfeld Strategic Advisors LLC53,200$0.29M0.0%N/A0.065%
11/18/2020Great West Life Assurance Co. Can90,000$0.50M0.0%-10.6%0.109%
11/17/2020Paloma Partners Management Co32,434$0.18M0.0%+82.6%0.039%
11/17/2020Schonfeld Strategic Advisors LLC53,200$0.29M0.0%N/A0.065%
11/16/2020Cubist Systematic Strategies LLC116,967$0.65M0.0%N/A0.142%
11/16/2020AQR Capital Management LLC298,996$1.65M0.0%-0.9%0.363%
11/16/2020Squarepoint Ops LLC29,395$0.16M0.0%N/A0.036%
11/16/2020ExodusPoint Capital Management LP22,696$0.13M0.0%N/A0.028%
11/16/2020Maltese Capital Management LLC750,270$4.14M0.7%-7.8%0.912%
11/16/2020Interval Partners LP222,790$1.23M0.1%N/A0.271%
11/13/2020Public Sector Pension Investment Board245,384$1.36M0.0%+34.1%0.298%
11/13/2020Morgan Stanley219,957$1.22M0.0%-5.4%0.267%
11/13/2020Charles Schwab Investment Management Inc.1,476,127$8.15M0.0%+7.9%1.795%
11/13/2020Great West Life Assurance Co. Can40,806$2.20M0.0%-59.5%0.050%
11/12/2020Banc Funds Co. LLC1,981,454$10.94M1.4%+17.1%2.409%
11/12/2020JPMorgan Chase & Co.560,176$3.09M0.0%-2.6%0.681%
11/12/2020Arrowstreet Capital Limited Partnership641,583$3.54M0.0%+19.9%0.780%
11/12/2020O Shaughnessy Asset Management LLC17,139$95K0.0%-45.2%0.021%
11/11/2020Thrivent Financial for Lutherans956,671$5.28M0.0%+40.9%1.163%
11/11/2020Wasatch Advisors Inc.1,660,329$9.17M0.1%+12.9%2.019%
11/10/2020State Street Corp2,956,952$16.32M0.0%-5.6%3.597%
11/9/2020Acadian Asset Management LLC38,794$0.21M0.0%-78.4%0.047%
11/9/2020Acuitas Investments LLC194,390$1.07M0.7%N/A0.236%
11/6/2020Sei Investments Co.72,800$0.40M0.0%+35.8%0.089%
11/6/2020BlackRock Inc.11,941,886$65.92M0.0%+0.4%14.528%
11/6/2020Trexquant Investment LP86,433$0.48M0.0%+26.8%0.105%
11/6/2020Aperio Group LLC139,226$0.77M0.0%+124.0%0.169%
11/6/2020Gamco Investors INC. ET AL538,525$2.97M0.0%-1.8%0.655%
11/6/2020Principal Financial Group Inc.588,790$3.25M0.0%-3.8%0.716%
11/6/2020GSA Capital Partners LLP81,941$0.45M0.1%+517.8%0.100%
11/6/2020William Blair Investment Management LLC1,369,193$7.56M0.0%+9.3%1.666%
11/6/2020Aigen Investment Management LP10,349$57K0.0%N/A0.013%
11/5/2020California Public Employees Retirement System191,604$1.06M0.0%+3.2%0.233%
11/5/2020First Trust Advisors LP224,336$1.24M0.0%+68.8%0.273%
11/5/2020Magnus Financial Group LLC10,751$59K0.0%-27.5%0.013%
Data available starting January 2016

See Full Table
Boston Private Financial logo
Boston Private Financial Holdings, Inc. operates as the bank holding company for Boston Private Bank & Trust Company that provides a range of banking services in the United States. It operates in three segments: Private Banking, Wealth Management and Trust, and Affiliate Partners. The company accepts deposit products, such as checking accounts, savings and NOW accounts, money market accounts, and certificates of deposit. Its loan products include loans to individuals, such as residential mortgage loans, mortgage loans on investment or vacation properties, unsecured and secured personal lines of credits, home equity loans, and overdraft protection; and loans to businesses consisting of commercial and mortgage loans, revolving lines of credit, working capital loans, equipment financing, community lending programs, and construction and land loans. In addition, it provides wealth management solutions comprising planning-based financial strategies, wealth management, family office, financial planning, tax planning, and trust services to individuals, families, institutions, and nonprofit institutions. Boston Private Financial Holdings, Inc. was incorporated in 1987 and is headquartered in Boston, Massachusetts.
Read More

Today's Range

Now: $13.42
$13.23
$13.43

50 Day Range

MA: $13.89
$12.80
$14.84

52 Week Range

Now: $13.42
$5.00
$15.23

Volume

274,645 shs

Average Volume

1,383,150 shs

Market Capitalization

$1.11 billion

P/E Ratio

26.30

Dividend Yield

1.81%

Beta

1.16

Who are the company insiders with the largest holdings of Boston Private Financial?

Boston Private Financial's top insider investors include:
  1. Anthony Dechellis (CEO)
  2. W Timothy Macdonald (EVP)
  3. Lizabeth H Zlatkus (Director)
  4. Mark F Furlong (Director)
  5. Gloria C Larson (Director)
  6. Paul M Simons (EVP)
  7. Steven M Gaven (CFO)
  8. Joy Enos (EVP)

Who are the major institutional investors of Boston Private Financial?

Boston Private Financial's top institutional investors include:
  1. State of Alaska Department of Revenue — 0.07%
  2. Everence Capital Management Inc. — 0.03%

Which institutional investors are selling Boston Private Financial stock?

Within the last quarter, BPFH stock was sold by these institutional investors:
  1. State of Alaska Department of Revenue
During the previous year, company insiders that have sold Boston Private Financial company stock include:
  1. Anthony Dechellis (CEO)
  2. W Timothy Macdonald (EVP)

Which institutional investors are buying Boston Private Financial stock?

During the last quarter, BPFH stock was bought by institutional investors including:
  1. Everence Capital Management Inc.
During the last year, these company insiders have bought Boston Private Financial stock:
  1. Anthony Dechellis (CEO)
  2. W Timothy Macdonald (EVP)
  3. Lizabeth H Zlatkus (Director)
  4. Mark F Furlong (Director)
  5. Gloria C Larson (Director)
  6. Paul M Simons (EVP)
  7. Steven M Gaven (CFO)
Breaking Now: Biden's Disturbing Plan to "Reset" America
The “Great Reset” started on January 20th with the inauguration of Joe Biden. Between now and the midterms, the American economy could be reshaped forever – and renowned analyst Jeff Brown has found the “lynchpin” to the entire plan.
Go here before this message is removed.