Filing Research | EBC - EASTERN BANKSHARES INC Institutional Holdings

Snapshot holdings

50 / 62 loaded

#		Instrument	quantity
1	EASTERN BANK	Shares	1.5MSH	$32.7M
2	SENTINEL PENSION ADVISORS, LLC	Shares	143.4KSH	$3.3M
3	HENNESSY ADVISORS INC	Shares	110.0KSH	$2.4M
4	Vest Financial, LLC	Shares	95.2KSH	$2.1M
5	Louisiana State Employees Retirement System	Shares	93.2KSH	$2.1M
6	NORTHEAST INVESTMENT MANAGEMENT	Shares	92.5KSH	$2.1M
7	MOODY LYNN LIEBERSON & WALKER, LLC	Shares	69.0KSH	$1.5M
8	Police & Firemen's Retirement System of New Jersey	Shares	65.0KSH	$1.4M
9	Sandy Cove Advisors, LLC	Shares	60.2KSH	$1.3M
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	56.7KSH	$1.3M
11	PVG ASSET MANAGEMENT CORP	Shares	52.6KSH	$1.2M
12	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	50.4KSH	$1.1M
13	Harbor Group, Inc.	Shares	49.4KSH	$1.1M
14	SeaCrest Wealth Management, LLC	Shares	46.0KSH	$1.0M
15	ROCKLAND TRUST CO	Shares	37.5KSH	$834.0K
16	LYNCH & ASSOCIATES/IN	Shares	32.0KSH	$711.7K
17	Alliance Private Wealth, LLC	Shares	31.0KSH	$689.6K
18	HOWLAND CAPITAL MANAGEMENT LLC	Shares	29.3KSH	$651.0K
19	SHEETS SMITH WEALTH MANAGEMENT	Shares	22.8KSH	$508.0K
20	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	21.4KSH	$476.2K
21	Ballentine Partners, LLC	Shares	19.9KSH	$442.2K
22	Sequoia Financial Advisors, LLC	Shares	16.2KSH	$359.8K
23	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	16.0KSH	$357.9K
24	Mayflower Financial Advisors, LLC	Shares	14.5KSH	$322.7K
25	Single Point Partners, LLC	Shares	14.0KSH	$312.4K
26	PFG Investments, LLC	Shares	13.8KSH	$306.3K
27	BARRETT & COMPANY, INC.	Shares	13.5KSH	$301.2K
28	Wealthcare Advisory Partners LLC	Shares	10.0KSH	$222.5K
29	Mascoma Wealth Management LLC	Shares	9.9KSH	$220.4K
30	Abel Hall, LLC	Shares	9.8KSH	$218.4K
31	Abundance Wealth Counselors	Shares	9.3KSH	$207.5K
32	Ledyard National Bank	Shares	9.1KSH	$203.3K
33	Farther Finance Advisors, LLC	Shares	8.3KSH	$185.5K
34	1620 INVESTMENT ADVISORS, INC.	Shares	7.3KSH	$162.6K
35	SIGNATUREFD, LLC	Shares	5.3KSH	$118.2K
36	Sachetta, LLC	Shares	2.7KSH	$59.4K
37	PFS Partners, LLC	Shares	2.1KSH	$45.8K
38	Corsicana & Co.	Shares	2.0KSH	$44.5K
39	Kennebec Savings Bank	Shares	1.7KSH	$38.6K
40	GAMMA Investing LLC	Shares	1.5KSH	$34.2K
41	Versant Capital Management, Inc	Shares	1.4KSH	$30.8K
42	EverSource Wealth Advisors, LLC	Shares	938SH	$20.9K
43	MassMutual Private Wealth & Trust, FSB	Shares	500SH	$11.1K
44	SJS Investment Consulting Inc.	Shares	359SH	$8.0K
45	Fortitude Family Office, LLC	Shares	189SH	$4.2K
46	JFS WEALTH ADVISORS, LLC	Shares	116SH	$2.6K
47	Handelsbanken Fonder AB	Shares	98.1KSH	$2.2K
48	Creative Capital Management Investments LLC	Shares	71SH	$1.6K
49	State of Alaska, Department of Revenue	Shares	70.0KSH	$1.6K
50	IFP Advisors, Inc	Shares	65SH	$1.4K

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Manager changes2026-06-30 vs 2026-03-31

50 / 64 loaded

#		Instrument
1	EASTERN BANK added	Shares	+35.2K	+$4.6M	$32.7M
2	Vest Financial, LLC new	Shares	+95.2K	+$2.1M	$2.1M
3	Louisiana State Employees Retirement System new	Shares	+93.2K	+$2.1M	$2.1M
4	YOUSIF CAPITAL MANAGEMENT, LLC new	Shares	+56.7K	+$1.3M	$1.3M
5	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS new	Shares	+50.4K	+$1.1M	$1.1M
6	SENTINEL PENSION ADVISORS, LLC trimmed	Shares	-6.7K	+$361.3K	$3.3M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+16.0K	+$357.9K	$357.9K
8	Police & Firemen's Retirement System of New Jersey added	Shares	+7.4K	+$318.7K	$1.4M
9	HENNESSY ADVISORS INC unchanged	Shares	0	+$294.8K	$2.4M
10	NORTHEAST INVESTMENT MANAGEMENT unchanged	Shares	0	+$247.9K	$2.1M
11	Abel Hall, LLC new	Shares	+9.8K	+$218.4K	$218.4K
12	Abundance Wealth Counselors new	Shares	+9.3K	+$207.5K	$207.5K
13	Ledyard National Bank new	Shares	+9.1K	+$203.3K	$203.3K
14	MOODY LYNN LIEBERSON & WALKER, LLC added	Shares	+780	+$200.3K	$1.5M
15	Sandy Cove Advisors, LLC added	Shares	+3	+$161.4K	$1.3M
16	SeaCrest Wealth Management, LLC unchanged	Shares	0	+$123.3K	$1.0M
17	PVG ASSET MANAGEMENT CORP unchanged	Shares	0	+$95.7K	$1.2M
18	Alliance Private Wealth, LLC unchanged	Shares	0	+$83.1K	$689.6K
19	SHEETS SMITH WEALTH MANAGEMENT unchanged	Shares	0	+$61.2K	$508.0K
20	GRIMES & Co WEALTH MANAGEMENT, LLC added	Shares	+102	+$59.4K	$476.2K
21	Ballentine Partners, LLC unchanged	Shares	0	+$53.3K	$442.2K
22	Sequoia Financial Advisors, LLC added	Shares	+22	+$43.8K	$359.8K
23	Single Point Partners, LLC added	Shares	+100	+$39.6K	$312.4K
24	HOWLAND CAPITAL MANAGEMENT LLC trimmed	Shares	-2.0K	+$39.3K	$651.0K
25	Mayflower Financial Advisors, LLC added	Shares	+2	+$38.9K	$322.7K
26	Kennebec Savings Bank new	Shares	+1.7K	+$38.6K	$38.6K
27	PFG Investments, LLC added	Shares	+80	+$38.5K	$306.3K
28	BARRETT & COMPANY, INC. unchanged	Shares	0	+$36.3K	$301.2K
29	LYNCH & ASSOCIATES/IN trimmed	Shares	-3.0K	+$27.1K	$711.7K
30	Mascoma Wealth Management LLC unchanged	Shares	0	+$26.6K	$220.4K
31	Wealthcare Advisory Partners LLC trimmed	Shares	-13	+$26.6K	$222.5K
32	Farther Finance Advisors, LLC added	Shares	+136	+$23.2K	$185.5K
33	1620 INVESTMENT ADVISORS, INC. trimmed	Shares	-159	+$16.5K	$162.6K
34	Corsicana & Co. unchanged	Shares	0	+$11.7K	$44.5K
35	SIGNATUREFD, LLC trimmed	Shares	-184	+$10.6K	$118.2K
36	Sachetta, LLC added	Shares	+20	+$7.5K	$59.4K
37	SJS Investment Consulting Inc. added	Shares	+329	+$7.4K	$8.0K
38	GAMMA Investing LLC added	Shares	+106	+$6.2K	$34.2K
39	PFS Partners, LLC added	Shares	+1	+$5.5K	$45.8K
40	Versant Capital Management, Inc unchanged	Shares	0	+$3.7K	$30.8K
41	Fortitude Family Office, LLC added	Shares	+75	+$2.0K	$4.2K
42	Creative Capital Management Investments LLC new	Shares	+71	+$1.6K	$1.6K
43	State of Alaska, Department of Revenue new	Shares	+70.0K	+$1.6K	$1.6K
44	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$1.3K	$11.1K
45	AMALGAMATED BANK new	Shares	+57.3K	+$1.3K	$1.3K
46	FARMERS & MERCHANTS INVESTMENTS INC new	Shares	+55	+$1.2K	$1.2K
47	Handelsbanken Fonder AB added	Shares	+28.1K	+$813	$2.2K
48	JFS WEALTH ADVISORS, LLC added	Shares	+25	+$800	$2.6K
49	NEW YORK STATE TEACHERS RETIREMENT SYSTEM new	Shares	+25.2K	+$560	$560
50	LRI Investments, LLC new	Shares	+12	+$267	$267

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