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Boston Private Financial Holdings, Inc. (BPFH)

-NasdaqGS
12.14 0.09(0.75%) Aug 29, 4:00PM EDT
Major HoldersGet Major Holders for:
Breakdown
% of Shares Held by All Insider and 5% Owners:8%
% of Shares Held by Institutional & Mutual Fund Owners:77%
% of Float Held by Institutional & Mutual Fund Owners:84%
Number of Institutions Holding Shares:169

Major Direct Holders (Forms 3 & 4)
HolderSharesReported
DEUTSCH CLAYTON852,272Jul 31, 2014
THOMPSON MARK D457,439May 15, 2014
SHEA WILLIAM J199,642Feb 24, 2014
DAWSON JAMES D.144,085Dec 31, 2012
CHAMBERS MARGARET140,242May 15, 2014


Top Institutional Holders
HolderShares% OutValue*Reported
FMR, LLC7,192,0858.9496,661,622Jun 30, 2014
Vanguard Group, Inc. (The)5,023,7466.2567,519,146Jun 30, 2014
State Street Corporation4,111,3685.1155,256,785Jun 30, 2014
BlackRock Fund Advisors4,063,7985.0554,617,445Jun 30, 2014
Bank of New York Mellon Corporation4,002,0974.9853,788,183Jun 30, 2014
Dimensional Fund Advisors LP3,638,8334.5348,905,915Jun 30, 2014
Goldman Sachs Group, Inc.3,341,1324.1544,904,814Jun 30, 2014
Banc Funds Company, L.L.C. (The)2,761,3633.4337,112,718Jun 30, 2014
Wellington Management Company, LLP2,515,7053.1333,811,075Jun 30, 2014
Macquarie Group Limited2,502,4203.1133,632,524Jun 30, 2014

Top Mutual Fund Holders
HolderShares% OutValue*Reported
Goldman Sachs Small Cap Value Fund2,039,2292.5425,775,854May 31, 2014
SPDR (R) Ser Tr-S&P Regional Banking ETF1,830,6602.2823,139,542May 31, 2014
Variable Insurance Products Fund III-Mid-Cap Portfolio1,772,4462.2022,403,717May 31, 2014
Lord Abbett Research Fund, Small-Cap Value Series1,767,1002.2022,336,144May 31, 2014
iShares Core S&P Smallcap ETF1,606,6482.0021,593,349Jun 30, 2014
Delaware Group Equity Funds V-Small Cap Value Fund1,574,8001.9619,905,472May 31, 2014
Vanguard Small-Cap Index Fund1,313,1841.6317,767,379Mar 31, 2014
Vanguard Total Stock Market Index Fund1,190,5561.4816,108,222Mar 31, 2014
iShares Russell 2000 ETF1,186,0841.4715,940,968Jun 30, 2014
American Beacon Small Cap Value Fd1,173,9781.4614,839,081May 31, 2014

View Transactions for Insiders & Institutional Holders

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

Currency in USD.