Peapack-Gladstone Financial Ownership | Who Owns Peapack-Gladstone Financial?
Peapack-Gladstone Financial Ownership Summary
Peapack-Gladstone Financial is owned by 37.23% institutional investors, 10.82% insiders, and 51.95% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 9.97% of PGC shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.86% of its assets in Peapack-Gladstone Financial shares.
PGC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Peapack-Gladstone Financial | 37.23% | 10.82% | 51.95% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Regional Banks Stocks | 42.21% | 12.07% | 45.72% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.76M | 9.97% | $56.30M |
| Blackrock | 1.72M | 9.72% | $38.99M |
| Dimensional fund advisors lp | 1.12M | 6.34% | $35.81M |
| Vanguard group | 937.21K | 5.32% | $30.04M |
| Peapack gladstone financial | 861.74K | 4.89% | $27.62M |
| Boston partners | 866.38K | 4.89% | $19.82M |
| Wellington management group llp | 654.45K | 3.72% | $20.98M |
| Banc funds | 580.80K | 3.30% | $18.61M |
| State street | 511.90K | 2.89% | $11.59M |
| Brown advisory | 495.32K | 2.81% | $15.87M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Strategic value bank partners | 378.42K | 7.83% | $12.13M |
| Salzhauer michael | 148.09K | 2.43% | $4.75M |
| Banc funds | 580.80K | 2.05% | $18.61M |
| Elizabeth park capital advisors | 76.98K | 2.01% | $2.47M |
| Philadelphia trust | 326.74K | 0.77% | $10.47M |
| Synergy asset management | 349.41K | 0.75% | $9.67M |
| Summerhaven investment management | 35.25K | 0.70% | $1.13M |
| Basswood capital management | 247.36K | 0.46% | $7.93M |
| Peapack gladstone financial | 861.74K | 0.40% | $27.62M |
| Cacti asset management | 55.00K | 0.13% | $1.76M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 1.72M | 0.00% | 266.58K |
| Basswood capital management | 247.36K | 0.46% | 247.36K |
| Assenagon asset management | 112.01K | 0.01% | 112.01K |
| Goldman sachs group | 205.34K | 0.00% | 104.80K |
| Boston partners | 866.38K | 0.02% | 103.72K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| North reef capital management lp | - | - | -398.70K |
| Goodhaven capital management | - | - | -69.37K |
| Peapack gladstone financial | 861.74K | 0.40% | -67.93K |
| Aqr capital management | 25.82K | 0.00% | -29.12K |
| Squarepoint ops | - | - | -27.63K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Basswood capital management | 247.36K | 0.46% | 247.36K | $7.93M |
| Massachusetts financial services co /ma/ | 34.42K | 0.00% | 34.42K | $1.10M |
| Proficio capital partners | 16.60K | 0.00% | 16.60K | $16.60K |
| Delta financial group | 11.03K | 0.08% | 11.03K | $353.00K |
| Franklin resources | 10.47K | 0.00% | 10.47K | $335.63K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -3.00 |
| Innealta capital | -7.00 |
| Capital performance advisors llp | -13.00 |
| Allspring global investments | -42.00 |
| Dinuzzo private wealth | -48.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 60 | -51.61% | 6,558,836 | -49.54% | 37 | 0.68% | 31 | -44.64% | 14 | -66.67% |
| Sep 30, 2024 | 123 | 7.89% | 12,067,882 | -7.43% | 68 | 1.27% | 56 | -15.15% | 41 | 13.89% |
| Jun 30, 2024 | 111 | -7.50% | 12,970,332 | -0.33% | 73 | 1.36% | 65 | 14.04% | 36 | -10.00% |
| Mar 31, 2024 | 120 | - | 13,013,920 | 0.67% | 73 | 1.39% | 57 | 7.55% | 40 | -9.09% |
| Dec 31, 2023 | 120 | 0.84% | 12,927,167 | -0.10% | 72 | 1.39% | 53 | - | 44 | -2.22% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 503.61K | 2.86% | - |
| Vanguard US Total Market Shares ETF | 503.61K | 2.86% | - |
| iShares Russell 2000 ETF | 489.69K | 2.78% | -4.24K |
| Brown Advisory Small-Cap Fdmtl Val Inv | 347.64K | 1.98% | 63.59K |
| Avantis US Small Cap Value ETF | 283.88K | 1.61% | -1.22K |
| Vanguard Institutional Extnd Mkt Idx Tr | 251.78K | 1.43% | 547.00 |
| DFA US Small Cap Value I | 234.44K | 1.33% | - |
| Kennedy Small Cap Value | 209.17K | 1.19% | 71.93K |
| Fidelity Small Cap Index | 165.62K | 0.94% | -3.10K |
| iShares Russell 2000 Value ETF | 155.10K | 0.88% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 31, 2025 | WELSH BETH | - | Buy | $28.54K |
| Mar 31, 2025 | MEYERCORD F DUFFIELD | - | Buy | $179.61K |
| Mar 31, 2025 | GRAMIGNA EDWARD A JR | - | Buy | $85.28K |
| Mar 28, 2025 | KENNEDY DOUGLAS L | President & CEO | Sell | $142.90K |
| Mar 21, 2025 | KENNEDY DOUGLAS L | President & CEO | Sell | $143.97K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | 3 | 5 |
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | 2 |
| 2024 Q2 | - | 1 |
| 2024 Q1 | - | 1 |
PGC Ownership FAQ
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