Peapack-Gladstone Financial Ownership | Who Owns Peapack-Gladstone Financial?
Peapack-Gladstone Financial Ownership Summary
Peapack-Gladstone Financial is owned by 68.51% institutional investors, 11.45% insiders, and 20.05% retail investors. Blackrock is the largest institutional shareholder, holding 9.72% of PGC shares. iShares Russell 2000 ETF is the top mutual fund, with 3.08% of its assets in Peapack-Gladstone Financial shares.
PGC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Peapack-Gladstone Financial | 68.51% | 11.45% | 20.05% |
| Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
| Industry | Regional Banks Stocks | 51.67% | 12.06% | 36.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 1.72M | 9.72% | $38.99M |
| Dimensional fund advisors lp | 1.14M | 6.44% | $25.85M |
| Peapack gladstone financial | 934.49K | 5.28% | $21.17M |
| Boston partners | 866.38K | 4.89% | $19.82M |
| Vanguard group | 851.18K | 4.81% | $19.28M |
| Banc funds | 675.80K | 3.82% | $15.31M |
| Wellington management group llp | 615.98K | 3.48% | $13.95M |
| State street | 511.90K | 2.89% | $11.59M |
| Brown advisory | 508.09K | 2.87% | $11.51M |
| Strategic value bank partners | 377.22K | 2.13% | $8.54M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Strategic value bank partners | 377.22K | 5.66% | $8.54M |
| Salzhauer michael | 152.34K | 2.68% | $3.45M |
| Banc funds | 675.80K | 1.82% | $15.31M |
| Elizabeth park capital advisors | 86.98K | 1.71% | $1.97M |
| Philadelphia trust | 332.37K | 0.58% | $7.53M |
| Peapack gladstone financial | 934.49K | 0.33% | $21.17M |
| Kennedy capital management | 308.01K | 0.15% | $6.98M |
| Elk river wealth management | 15.50K | 0.07% | $351.07K |
| Quest partners | 15.74K | 0.05% | $356.62K |
| Bridgeway capital management | 90.19K | 0.05% | $2.04M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 1.72M | 0.00% | 266.58K |
| Boston partners | 866.38K | 0.02% | 103.72K |
| Prudential financial | 124.41K | 0.00% | 76.90K |
| D. e. shaw | 125.86K | 0.00% | 72.44K |
| Jpmorgan chase | 139.11K | 0.00% | 69.01K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| North reef capital management lp | - | - | -398.70K |
| Franklin resources | - | - | -170.90K |
| Dimensional fund advisors lp | 1.14M | 0.01% | -106.30K |
| Goodhaven capital management | - | - | -69.37K |
| Vanguard group | 851.18K | 0.00% | -51.91K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Cubist systematic strategies | 9.86K | 0.00% | 9.86K | $223.28K |
| Sei investments | 9.45K | 0.00% | 9.45K | $213.97K |
| Algert global | 9.24K | 0.01% | 9.24K | $209.00K |
| Corebridge financial | 8.99K | 0.00% | 8.99K | $203.62K |
| Mirae asset global etfs | 8.13K | 0.00% | 8.13K | $184.26K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -3.00 |
| Innealta capital | -7.00 |
| Eversource wealth advisors | -20.00 |
| Allspring global investments | -42.00 |
| Signaturefd | -43.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2023 | 119 | -4.03% | 12,940,155 | -1.01% | 72 | 1.36% | 53 | -11.67% | 45 | -2.17% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Russell 2000 ETF | 541.33K | 3.08% | -1.13K |
| Vanguard Total Stock Mkt Idx Inv | 503.61K | 2.87% | - |
| Brown Advisory Small-Cap Fdmtl Val Inv | 304.05K | 1.73% | -2.67K |
| Avantis US Small Cap Value ETF | 274.29K | 1.56% | 638.00 |
| DFA US Small Cap Value I | 224.81K | 1.28% | 7.48K |
| Vanguard Institutional Extnd Mkt Idx Tr | 210.78K | 1.20% | -1.25K |
| iShares Russell 2000 Value ETF | 181.55K | 1.03% | 234.00 |
| Fidelity Small Cap Index | 169.21K | 0.96% | -4.40K |
| SPDR® S&P Regional Banking ETF | 153.55K | 0.87% | -465.00 |
| DFA US Targeted Value I | 151.13K | 0.86% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 04, 2024 | BABCOCK JOHN P | SEVP & Pres of Priv Wealth Mgt | Sell | $96.88K |
| Sep 05, 2024 | BABCOCK JOHN P | SEVP & Pres of Priv Wealth Mgt | Sell | $268.92K |
| Aug 16, 2024 | BABCOCK JOHN P | SEVP & Pres of Priv Wealth Mgt | Sell | $128.45K |
| May 21, 2024 | Vorcheimer Stuart M. | EVP, Comm & Ind Lndg | Sell | $111.01K |
| Jan 30, 2024 | Smith Gregory Martin | SEVP, President Comml Banking | Sell | $135.08K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | 2 |
| 2024 Q2 | - | 1 |
| 2024 Q1 | - | 1 |
| 2023 Q4 | - | - |
PGC Ownership FAQ
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