Fed Decriminalization of Cannabis Could Spark New Pot Stock Boom
With Democrats now controlling both houses of Congress and the executive branch, cannabis decriminalization on the federal level could be months away. This could result in established Washington State weed companies being able to market across state lines -- setting off a bidding war for quality stocks at reasonable prices.
Get All the Details on #1Interstate Cannabis

BPFH Insider Trading (Boston Private Financial)

Insider Ownership Percentage: 0.82%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $669,394.11

Boston Private Financial Insider Trading History Chart

Boston Private Financial Share Price & Price History

$14.65
▲ +0.53 (3.75%)
As of 06/21/2021 03:14 PM ET
Days: 30 | 90 | 365
Fed Decriminalization of Cannabis Could Spark New Pot Stock Boom
With Democrats now controlling both houses of Congress and the executive branch, cannabis decriminalization on the federal level could be months away. This could result in established Washington State weed companies being able to market across state lines -- setting off a bidding war for quality stocks at reasonable prices.
Get All the Details on #1Interstate Cannabis

Boston Private Financial Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
5/25/2021Lizabeth H ZlatkusDirectorSell11,000$15.20$167,200.0050,859View SEC Filing Icon  
5/17/2021Christopher A CooperSVPSell250$15.07$3,767.508,097View SEC Filing Icon  
5/17/2021James Cannon BrownEVPSell3,055$15.07$46,038.85
5/5/2021Paul M SimonsEVPSell22,381$15.10$337,953.1028,307View SEC Filing Icon  
1/5/2021W. Timothy MacdonaldEVPSell10,586$10.81$114,434.66105,291View SEC Filing Icon  
5/18/2020Steven M GavenCFOSell841$6.54$5,500.1412,773View SEC Filing Icon  
5/18/2020W. Timothy MacdonaldEVPSell4,905$6.66$32,667.30102,306View SEC Filing Icon  
5/15/2020Joy EnosEVPBuy1,550$6.40$9,920.00
5/11/2020Lizabeth H ZlatkusDirectorBuy10,000$6.95$69,500.0040,040View SEC Filing Icon  
5/4/2020Anthony DechellisCEOBuy14,586$6.83$99,622.38208,897View SEC Filing Icon  
4/27/2020W. Timothy MacdonaldEVPSell6,635$7.22$47,904.7094,705View SEC Filing Icon  
3/12/2020Anthony DechellisCEOBuy7,796$7.25$56,521.00View SEC Filing Icon  
2/27/2020Paul M SimonsEVPBuy5,000$10.25$51,250.0017,881View SEC Filing Icon  
11/22/2019Mark F FurlongDirectorBuy2,000$11.53$23,060.0025,951View SEC Filing Icon  
10/30/2019W. Timothy MacdonaldEVPSell20,546$11.25$231,142.50113,851View SEC Filing Icon  
9/4/2019Steven M GavenCFOBuy3,800$10.53$40,014.0011,412View SEC Filing Icon  
8/27/2019Gloria C LarsonDirectorBuy7,226$10.08$72,838.0823,075View SEC Filing Icon  
5/14/2019Steven M GavenCFOSell1,348$11.04$14,881.928,960View SEC Filing Icon  
12/12/2018Paul M SimonsEVPBuy10,560$11.35$119,856.00300View SEC Filing Icon  
12/4/2018Stephen M WatersDirectorSell3,000$12.61$37,830.00View SEC Filing Icon  
11/28/2018Anthony DechellisCEOBuy20,000$12.65$253,000.00141,879View SEC Filing Icon  
11/19/2018David J KayeCEOSell27,498$13.05$358,848.90View SEC Filing Icon  
8/14/2018Joy EnosEVPBuy1,000$14.00$14,000.001,000View SEC Filing Icon  
8/9/2018George G SchwartzInsiderSell6,205$14.20$88,111.00152,557View SEC Filing Icon  
8/1/2018Mark F FurlongDirectorBuy1,500$14.50$21,750.0018,266View SEC Filing Icon  
7/26/2018Stephen M WatersDirectorSell5,000$14.40$72,000.0024,093View SEC Filing Icon  
See Full Table

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

92.89% 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 CompanyDetails
5/24/2021Principal Financial Group Inc.566,555$7.55M0.0%+0.1%0.687%Search for SEC Filing on Google Icon
5/22/2021Teachers Retirement System of The State of Kentucky23,160$0.31M0.0%+23.5%0.028%Search for SEC Filing on Google Icon
5/18/2021Paloma Partners Management Co33,227$0.44M0.0%N/A0.040%Search for SEC Filing on Google Icon
5/18/2021Millennium Management LLC2,686,028$35.78M0.0%+1,308.9%3.257%Search for SEC Filing on Google Icon
5/18/2021Canada Pension Plan Investment Board303,000$4.04M0.0%-20.1%0.367%Search for SEC Filing on Google Icon
5/18/2021D. E. Shaw & Co. Inc.192,684$2.57M0.0%-77.5%0.234%Search for SEC Filing on Google Icon
5/18/2021Eaton Vance Management13,708$0.18M0.0%-11.6%0.017%Search for SEC Filing on Google Icon
5/18/2021Verition Fund Management LLC117,938$1.57M0.0%N/A0.143%Search for SEC Filing on Google Icon
5/18/2021State of Wisconsin Investment Board1,050,309$13.99M0.0%N/A1.274%Search for SEC Filing on Google Icon
5/18/2021Morgan Stanley1,306,489$17.40M0.0%+84.1%1.584%Search for SEC Filing on Google Icon
5/18/2021Tudor Investment Corp Et Al50,927$0.68M0.0%+350.7%0.062%Search for SEC Filing on Google Icon
5/18/2021Pentwater Capital Management LP400,000$5.33M0.1%N/A0.485%Search for SEC Filing on Google Icon
5/18/2021Jane Street Group LLC10,186$0.14M0.0%N/A0.012%Search for SEC Filing on Google Icon
5/17/2021Schonfeld Strategic Advisors LLC42,012$0.56M0.0%-39.9%0.051%Search for SEC Filing on Google Icon
5/17/2021Great West Life Assurance Co. Can70,048$0.94M0.0%-12.2%0.085%Search for SEC Filing on Google Icon
5/17/2021CNH Partners LLC676,835$9.02M0.3%N/A0.821%Search for SEC Filing on Google Icon
5/17/2021AQR Capital Management LLC65,721$0.88M0.0%-78.6%0.080%Search for SEC Filing on Google Icon
5/17/2021Royal Bank of Canada8,648$0.12M0.0%-86.0%0.010%Search for SEC Filing on Google Icon
5/17/2021Omni Partners LLP1,645,986$21.93M1.1%N/A1.996%Search for SEC Filing on Google Icon
5/17/2021Walleye Capital LLC100,220$1.34M0.1%N/A0.122%Search for SEC Filing on Google Icon
5/17/2021Captrust Financial Advisors2,596$35K0.0%+1,473.3%0.003%Search for SEC Filing on Google Icon
5/17/2021Ameriprise Financial Inc.539,878$7.19M0.0%-74.6%0.655%Search for SEC Filing on Google Icon
5/17/2021Brookfield Asset Management Inc.70,000$0.93M0.0%N/A0.085%Search for SEC Filing on Google Icon
5/17/2021Nuveen Asset Management LLC389,763$5.19M0.0%-1.2%0.473%Search for SEC Filing on Google Icon
5/17/2021Thrivent Financial for Lutherans67,714$0.90M0.0%-93.4%0.082%Search for SEC Filing on Google Icon
5/17/2021Centiva Capital LP200,000$2.66M0.1%N/A0.243%Search for SEC Filing on Google Icon
5/17/2021Goldman Sachs Group Inc.902,882$12.03M0.0%-8.4%1.095%Search for SEC Filing on Google Icon
5/14/2021Profund Advisors LLC10,608$0.14M0.0%N/A0.013%Search for SEC Filing on Google Icon
5/14/2021Teton Advisors Inc.22,600$0.30M0.0%-50.0%0.027%Search for SEC Filing on Google Icon
5/14/2021GABELLI & Co INVESTMENT ADVISERS INC.159,928$2.13M0.3%N/A0.194%Search for SEC Filing on Google Icon
5/14/2021Gamco Investors INC. ET AL477,125$6.36M0.1%-10.4%0.579%Search for SEC Filing on Google Icon
5/14/2021Gabelli Funds LLC13,472$0.18M0.0%N/A0.016%Search for SEC Filing on Google Icon
5/14/2021Arrowstreet Capital Limited Partnership117,461$1.57M0.0%-90.4%0.142%Search for SEC Filing on Google Icon
5/14/2021Occudo Quantitative Strategies LP22,851$0.30M0.1%N/A0.028%Search for SEC Filing on Google Icon
5/14/2021Dimensional Fund Advisors LP5,289,721$70.57M0.0%-2.9%6.415%Search for SEC Filing on Google Icon
5/14/2021XTX Topco Ltd15,570$0.21M0.1%N/A0.019%Search for SEC Filing on Google Icon
5/14/2021UBS Asset Management Americas Inc.86,055$1.15M0.0%+23.5%0.104%Search for SEC Filing on Google Icon
5/14/2021Credit Suisse AG159,505$2.12M0.0%+30.7%0.193%Search for SEC Filing on Google Icon
5/13/2021Guggenheim Capital LLC30,774$0.41M0.0%+153.1%0.037%Search for SEC Filing on Google Icon
5/13/2021South Dakota Investment Council163,754$2.18M0.0%-41.1%0.199%Search for SEC Filing on Google Icon
5/13/2021QS Investors LLC53,800$0.72M0.0%-2.2%0.065%Search for SEC Filing on Google Icon
5/13/2021Wolverine Asset Management LLC14,787$0.20M0.0%N/A0.018%Search for SEC Filing on Google Icon
5/13/2021SG Americas Securities LLC134,214$1.79M0.0%+172.6%0.163%Search for SEC Filing on Google Icon
5/13/2021Barclays PLC420,839$5.61M0.0%+287.1%0.510%Search for SEC Filing on Google Icon
5/13/2021Renaissance Technologies LLC494,146$6.58M0.0%+15.2%0.599%Search for SEC Filing on Google Icon
5/13/2021Mutual of America Capital Management LLC11,009$0.15M0.0%+7.5%0.013%Search for SEC Filing on Google Icon
5/13/2021Bank of New York Mellon Corp916,922$12.21M0.0%-63.1%1.112%Search for SEC Filing on Google Icon
5/13/2021Citigroup Inc.127,824$1.70M0.0%+417.3%0.155%Search for SEC Filing on Google Icon
5/13/2021Healthcare of Ontario Pension Plan Trust Fund533,300$7.10M0.0%+88.7%0.647%Search for SEC Filing on Google Icon
5/13/2021Bank of Montreal Can24,677$0.33M0.0%-97.5%0.030%Search for SEC Filing on Google Icon
5/13/2021William Blair Investment Management LLC399,525$5.32M0.0%-70.2%0.484%Search for SEC Filing on Google Icon
5/13/2021Water Island Capital LLC2,712,271$36.13M2.2%N/A3.289%Search for SEC Filing on Google Icon
5/13/2021Grantham Mayo Van Otterloo & Co. LLC170,970$2.28M0.0%-8.4%0.207%Search for SEC Filing on Google Icon
5/12/2021Northern Trust Corp1,107,300$14.75M0.0%-13.2%1.343%Search for SEC Filing on Google Icon
5/12/2021Ergoteles LLC14,580$0.19M0.0%N/A0.018%Search for SEC Filing on Google Icon
5/12/2021Geode Capital Management LLC1,380,136$18.38M0.0%+6.9%1.674%Search for SEC Filing on Google Icon
5/12/2021Prudential Financial Inc.93,723$1.25M0.0%-82.1%0.114%Search for SEC Filing on Google Icon
5/12/2021Banc Funds Co. LLC1,118,854$14.90M1.1%-46.8%1.357%Search for SEC Filing on Google Icon
5/12/2021Mint Tower Capital Management B.V.28,175$0.37M0.0%N/A0.034%Search for SEC Filing on Google Icon
5/12/2021JPMorgan Chase & Co.1,020,332$13.59M0.0%+100.5%1.237%Search for SEC Filing on Google Icon
5/12/2021UBS Group AG396,312$5.28M0.0%+264.4%0.481%Search for SEC Filing on Google Icon
5/11/2021Aigen Investment Management LP32,306$0.43M0.1%+205.7%0.039%Search for SEC Filing on Google Icon
5/11/2021Privium Fund Management UK Ltd95,612$1.27M0.9%N/A0.116%Search for SEC Filing on Google Icon
5/11/2021Boston Private Wealth LLC15,650$0.21M0.0%-10.9%0.019%Search for SEC Filing on Google Icon
5/11/2021Acuitas Investments LLC141,973$1.89M1.1%-12.5%0.172%Search for SEC Filing on Google Icon
5/11/2021Cambria Investment Management L.P.200,448$2.67M0.5%N/A0.243%Search for SEC Filing on Google Icon
5/10/2021Russell Investments Group Ltd.15,303$0.20M0.0%-6.2%0.019%Search for SEC Filing on Google Icon
5/10/2021State of Tennessee Treasury Department59,912$0.80M0.0%+89.9%0.073%Search for SEC Filing on Google Icon
5/10/2021Royce & Associates LP40,728$0.54M0.0%-9.6%0.049%Search for SEC Filing on Google Icon
5/10/2021State Board of Administration of Florida Retirement System67,166$0.90M0.0%-13.0%0.081%Search for SEC Filing on Google Icon
5/10/2021Principal Financial Group Inc.566,555$7.55M0.0%+0.1%0.687%Search for SEC Filing on Google Icon
5/10/2021Rafferty Asset Management LLC141,557$1.89M0.0%+416.2%0.172%Search for SEC Filing on Google Icon
5/10/2021GSA Capital Partners LLP15,928$0.21M0.0%-82.0%0.019%Search for SEC Filing on Google Icon
5/10/2021Kellner Capital LLC273,900$3.65M1.3%N/A0.332%Search for SEC Filing on Google Icon
5/10/2021Versor Investments LP148,983$1.98M0.1%N/A0.181%Search for SEC Filing on Google Icon
5/7/2021BlackRock Inc.12,189,277$162.36M0.0%+1.3%14.786%Search for SEC Filing on Google Icon
5/7/2021BNP Paribas Arbitrage SA41,386$0.55M0.0%+147.5%0.050%Search for SEC Filing on Google Icon
5/7/2021Swiss National Bank187,900$2.50M0.0%+1.1%0.228%Search for SEC Filing on Google Icon
5/7/2021IndexIQ Advisors LLC299,005$3.98M0.1%+920.7%0.363%Search for SEC Filing on Google Icon
5/6/2021Rhumbline Advisers278,105$3.70M0.0%-1.5%0.337%Search for SEC Filing on Google Icon
5/6/2021Alliancebernstein L.P.119,756$1.60M0.0%+42.9%0.145%Search for SEC Filing on Google Icon
5/6/2021BCK Capital Management LP305,918$4.08M2.2%N/A0.371%Search for SEC Filing on Google Icon
5/5/2021Keebeck Alpha LP143,209$1.91M0.8%N/A0.174%Search for SEC Filing on Google Icon
5/4/2021Victory Capital Management Inc.41,031$0.55M0.0%-63.8%0.050%Search for SEC Filing on Google Icon
5/3/2021The Manufacturers Life Insurance Company46,134$0.62M0.0%-9.9%0.056%Search for SEC Filing on Google Icon
5/3/2021Zurcher Kantonalbank Zurich Cantonalbank9,562$0.13M0.0%-32.3%0.012%Search for SEC Filing on Google Icon
5/3/2021Texas Permanent School Fund61,584$0.82M0.0%-6.8%0.075%Search for SEC Filing on Google Icon
4/30/2021CWM Advisors LLC23,936$0.32M0.0%N/A0.029%Search for SEC Filing on Google Icon
4/30/2021LSV Asset Management12,400$0.17M0.0%-96.6%0.015%Search for SEC Filing on Google Icon
4/28/2021Comerica Bank83,264$1.24M0.0%-3.6%0.101%Search for SEC Filing on Google Icon
4/27/2021State of New Jersey Common Pension Fund D178,671$2.38M0.0%-47.0%0.217%Search for SEC Filing on Google Icon
4/22/2021New York State Teachers Retirement System198,734$2.65M0.0%-6.3%0.241%Search for SEC Filing on Google Icon
4/9/2021State of Alaska Department of Revenue55,797$0.74M0.0%-12.9%0.068%Search for SEC Filing on Google Icon
4/6/2021Everence Capital Management Inc.25,630$0.34M0.0%N/A0.031%Search for SEC Filing on Google Icon
3/8/2021Dimensional Fund Advisors LP5,447,985$46.04M0.0%-4.7%6.609%Search for SEC Filing on Google Icon
3/2/2021Norges Bank870,297$7.35M0.0%N/A1.058%Search for SEC Filing on Google Icon
2/25/2021Dimensional Fund Advisors LP5,447,985$46.04M0.0%-4.7%6.623%Search for SEC Filing on Google Icon
2/25/2021Interval Partners LP201,845$1.71M0.1%-9.4%0.245%Search for SEC Filing on Google Icon
2/23/2021Willow Creek Wealth Management Inc.12,500$0.11M0.0%N/A0.015%Search for SEC Filing on Google Icon
2/23/2021Principal Financial Group Inc.565,847$4.78M0.0%-3.9%0.688%Search for SEC Filing on Google Icon
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 on Boston Private Financial

Today's Range

Now: $14.65
$14.37
$14.68

50 Day Range

MA: $14.81
$13.37
$15.88

52 Week Range

Now: $14.65
$5.00
$15.92

Volume

17,611 shs

Average Volume

1,198,217 shs

Market Capitalization

$1.21 billion

P/E Ratio

21.87

Dividend Yield

1.70%

Beta

1.06

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. Paul M Simons (EVP)
  5. Mark F Furlong (Director)
  6. Gloria C Larson (Director)
  7. Steven M Gaven (CFO)
  8. Christopher A Cooper (SVP)
  9. James Cannon Brown (EVP)
  10. Joy Enos (EVP)

Who are the major institutional investors of Boston Private Financial?

Boston Private Financial's top institutional investors include:
  1. BlackRock Inc. — 14.79%
  2. Dimensional Fund Advisors LP — 6.41%
  3. Water Island Capital LLC — 3.29%
  4. Millennium Management LLC — 3.26%
  5. Omni Partners LLP — 2.00%
  6. Geode Capital Management LLC — 1.67%

Which institutional investors are selling Boston Private Financial stock?

Within the last quarter, BPFH stock was sold by these institutional investors:
  1. Ameriprise Financial Inc.
  2. Bank of New York Mellon Corp
  3. Arrowstreet Capital Limited Partnership
  4. Banc Funds Co. LLC
  5. Thrivent Financial for Lutherans
  6. Bank of Montreal Can
  7. William Blair Investment Management LLC
  8. D. E. Shaw & Co. Inc.
During the previous year, company insiders that have sold Boston Private Financial company stock include:
  1. Anthony Dechellis (CEO)
  2. W Timothy Macdonald (EVP)
  3. Lizabeth H Zlatkus (Director)
  4. Paul M Simons (EVP)
  5. Mark F Furlong (Director)

Which institutional investors are buying Boston Private Financial stock?

During the last quarter, BPFH stock was bought by institutional investors including:
  1. Water Island Capital LLC
  2. Millennium Management LLC
  3. Omni Partners LLP
  4. State of Wisconsin Investment Board
  5. CNH Partners LLC
  6. Morgan Stanley
  7. JPMorgan Chase & Co.
  8. Pentwater Capital Management LP
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. Paul M Simons (EVP)
  5. Mark F Furlong (Director)
  6. Gloria C Larson (Director)
  7. Steven M Gaven (CFO)
Fed Decriminalization of Cannabis Could Spark New Pot Stock Boom
With Democrats now controlling both houses of Congress and the executive branch, cannabis decriminalization on the federal level could be months away. This could result in established Washington State weed companies being able to market across state lines -- setting off a bidding war for quality stocks at reasonable prices.
Get All the Details on #1Interstate Cannabis