Dow Up0.00% Nasdaq Up0.09%

Boston Private Financial Holdings, Inc. (BPFH)

-NasdaqGS
12.76 Down 0.29(2.22%) Nov 28, 1:00PM EST
Major HoldersGet Major Holders for:
Breakdown
% of Shares Held by All Insider and 5% Owners:3%
% of Shares Held by Institutional & Mutual Fund Owners:86%
% of Float Held by Institutional & Mutual Fund Owners:89%
Number of Institutions Holding Shares:173

Major Direct Holders (Forms 3 & 4)
HolderSharesReported
DEUTSCH CLAYTON823,235Sep 9, 2014
RAIMONDI PETER J.680,388Oct 2, 2014
THOMPSON MARK D457,439May 15, 2014
SHEA WILLIAM J199,642Feb 24, 2014
DAWSON JAMES D.144,085Dec 31, 2012


Top Institutional Holders
HolderShares% OutValue*Reported
FMR, LLC6,934,8328.3885,922,568Sep 30, 2014
Vanguard Group, Inc. (The)5,266,1666.3665,247,796Sep 30, 2014
Bank of New York Mellon Corporation3,982,0204.8149,337,227Sep 30, 2014
BlackRock Fund Advisors3,968,7334.7949,172,601Sep 30, 2014
Dimensional Fund Advisors LP3,715,1294.4946,030,448Sep 30, 2014
Goldman Sachs Group, Inc.3,255,4633.9340,335,186Sep 30, 2014
State Street Corporation3,202,4153.8739,677,921Sep 30, 2014
Macquarie Group Limited2,490,4513.0130,856,687Sep 30, 2014
Banc Funds Company, L.L.C. (The)2,378,3632.8729,467,917Sep 30, 2014
Wellington Management Company, LLP2,339,7432.8328,989,415Sep 30, 2014

Top Mutual Fund Holders
HolderShares% OutValue*Reported
Goldman Sachs Small Cap Value Fund2,039,2292.4624,756,240Aug 31, 2014
Variable Insurance Products Fund III-Mid-Cap Portfolio1,793,7162.1722,224,141Sep 30, 2014
SPDR (R) Ser Tr-S&P Regional Banking ETF1,727,9582.0921,409,399Sep 30, 2014
iShares Core S&P Smallcap ETF1,595,8981.9319,773,176Sep 30, 2014
Lord Abbett Research Fund, Small-Cap Value Series1,589,4001.9219,295,316Aug 31, 2014
Delaware Group Equity Funds V-Small Cap Value Fund1,593,2001.9219,341,448Aug 31, 2014
American Beacon Small Cap Value Fd1,346,7781.6316,686,579Sep 30, 2014
Vanguard Small-Cap Index Fund1,312,4231.5917,638,965Jun 30, 2014
Vanguard Total Stock Market Index Fund1,197,1981.4516,090,341Jun 30, 2014
iShares Russell 2000 ETF1,192,3521.4414,773,241Sep 30, 2014

View Transactions for Insiders & Institutional Holders

Value shown is computed using the security's price on the report date given.

Currency in USD.