Peapack-Gladstone Financial (PGC) Ownership

27.07 ↑0.16 (0.59%)

As of December 8, 2023, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Peapack-Gladstone Financial (PGC), owning a total of 1.4 million shares. Combined, the top 27 institutional holders of PGC own 67.21% of the company with a total of 12 million shares.

In the latest ownership report on September 30th 2023, the top 27 institutional holders increased their combined ownership of PGC by 194 thousand shares. 9 institutions bought 460,401 total additional shares and increased their ownership by an average of 17.46%. However 10 institutions sold 265,907 total shares and decreased their ownership by an average of 6.45%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Peapack-Gladstone Financial increased by a net total of 194,494 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	7.979%	-0.452%	1,421,550	-6,458	2023-09-30
Dimensional Fund Advisors, Inc.	7.013%	-1.201%	1,249,419	-15,190	2023-09-30
Peapack Gladstone Financial Corp	5.070%	-2.239%	903,274	-20,690	2023-09-30
Vanguard Group Inc	4.922%	1.311%	876,954	11,345	2023-09-30
Boston Partners Global Investors, Inc	4.402%	-3.971%	784,261	-32,433	2023-09-30
Banc Funds Co LLC	4.108%	0.000%	731,999	0	2023-09-30
Wellington Management Company LLP	3.031%	22.639%	540,095	99,700	2023-09-30
Brown Advisory Holdings Inc	2.984%	4.060%	531,705	20,747	2023-09-30
North Reef Capital Management LP	2.806%	77.083%	500,000	217,646	2023-09-30
State Street Corporation	2.437%	-7.570%	434,217	-35,560	2023-09-30
STRATEGIC VALUE BANK PARTNERS LLC	2.117%	1.105%	377,216	4,121	2023-09-30
Geode Capital Management, LLC	1.934%	2.835%	344,581	9,498	2023-09-30
Philadelphia Trust Co	1.901%	-0.706%	338,659	-2,408	2023-09-30
Kennedy Capital Management Inc	1.678%	31.282%	299,024	71,252	2023-09-30
JPMorgan Chase & Co	1.400%	-32.600%	249,340	-120,598	2023-09-30
Renaissance Technologies Corp	1.083%	-7.614%	192,920	-15,900	2023-09-30
Northern Trust Corp	1.077%	-6.674%	191,887	-13,722	2023-09-30
Charles Schwab Investment Management Inc	1.071%	-1.522%	190,792	-2,948	2023-09-30
American Century Companies Inc	0.976%	12.513%	173,958	19,346	2023-09-30
SALZHAUER MICHAEL	0.912%	4.329%	162,565	6,746	2023-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	7.979%	-0.452%	1,421,550	-6,458	2023-09-30
Dimensional Fund Advisors, Inc.	7.013%	-1.201%	1,249,419	-15,190	2023-09-30
Peapack Gladstone Financial Corp	5.070%	-2.239%	903,274	-20,690	2023-09-30
Vanguard Group Inc	4.922%	1.311%	876,954	11,345	2023-09-30
Boston Partners Global Investors, Inc	4.402%	-3.971%	784,261	-32,433	2023-09-30
Banc Funds Co LLC	4.108%	0.000%	731,999	0	2023-09-30
FJ Capital Management LLC	3.660%	0.000%	652,000	0	2022-09-30
Wellington Management Company LLP	3.031%	22.639%	540,095	99,700	2023-09-30
Brown Advisory Holdings Inc	2.984%	4.060%	531,705	20,747	2023-09-30
North Reef Capital Management LP	2.806%	77.083%	500,000	217,646	2023-09-30
State Street Corporation	2.437%	-7.570%	434,217	-35,560	2023-09-30
STRATEGIC VALUE BANK PARTNERS LLC	2.117%	1.105%	377,216	4,121	2023-09-30
Geode Capital Management, LLC	1.934%	2.835%	344,581	9,498	2023-09-30
Philadelphia Trust Co	1.901%	-0.706%	338,659	-2,408	2023-09-30
Kennedy Capital Management Inc	1.678%	31.282%	299,024	71,252	2023-09-30
JPMorgan Chase & Co	1.400%	-32.600%	249,340	-120,598	2023-09-30
Renaissance Technologies Corp	1.083%	-7.614%	192,920	-15,900	2023-09-30
Northern Trust Corp	1.077%	-6.674%	191,887	-13,722	2023-09-30
Charles Schwab Investment Management Inc	1.071%	-1.522%	190,792	-2,948	2023-09-30
American Century Companies Inc	0.976%	12.513%	173,958	19,346	2023-09-30
SALZHAUER MICHAEL	0.912%	4.329%	162,565	6,746	2023-09-30
Orchard Capital Management, Llc	0.880%	-21.808%	157,614	-43,959	2022-06-30
Price Jennifer C.	0.818%	0.000%	145,650	0	2022-09-30
EJF Capital LLC	0.798%	-46.234%	142,143	-122,231	2022-09-30
Hotchkis & Wiley Capital Management LLC	0.761%	-11.481%	135,626	-17,590	2022-09-30
Siena Capital Management, LLC	0.714%	0.000%	127,300	0	2022-12-31
Elizabeth Park Capital Advisors, Ltd	0.673%	0.000%	121,318	0	2023-03-31

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Peapack-Gladstone Financial (PGC), owning a total of 494 thousand shares. Combined, the top 27 mutual fund holders of PGC own 28.80% of the company with a total of 5.1 million shares.

In the latest ownership report on October 31st 2023, the top 27 fund holders increased their combined ownership of PGC by 2 thousand shares. 3 funds bought 14,876 total additional shares and increased their ownership by an average of 2.68%. However 2 funds sold 17,184 total shares and decreased their ownership by an average of 2.61%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Peapack-Gladstone Financial decreased by a net total of -2,308 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.772%	0.000%	493,833	0	2023-10-31
iShares Russell 2000 ETF	2.411%	1.009%	429,603	4,292	2023-10-31
Brown Advisory Small-Cap Fdmtl Val Inv	1.766%	-5.148%	314,685	-17,078	2023-10-31
Vanguard Institutional Extnd Mkt Idx Tr	1.363%	2.788%	242,748	6,584	2023-10-31
iShares Russell 2000 Value ETF	0.918%	-0.065%	163,535	-106	2023-10-31
Avantis US Small Cap Value ETF	0.886%	0.000%	157,776	0	2023-10-31
Dimensional US Targeted Value ETF	0.716%	0.000%	127,531	0	2023-10-31
Franklin MicroCap Value A	0.645%	0.000%	114,985	0	2023-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.552%	4.241%	98,314	4,000	2023-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.772%	0.000%	493,833	0	2023-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.768%	0.000%	493,155	0	2023-03-31
iShares Russell 2000 ETF	2.411%	1.009%	429,603	4,292	2023-10-31
Brown Advisory Small-Cap Fdmtl Val Inv	1.766%	-5.148%	314,685	-17,078	2023-10-31
Kennedy Small Cap Value	1.558%	66.760%	277,542	111,110	2023-09-30
DFA US Small Cap Value I	1.539%	0.000%	274,256	0	2023-09-30
Vanguard Institutional Extnd Mkt Idx Tr	1.363%	2.788%	242,748	6,584	2023-10-31
Vanguard Extended Market Index Investor	1.281%	-0.040%	229,098	-91	2023-08-31
DFA US Targeted Value I	1.139%	0.000%	202,891	0	2023-09-30
iShares Russell 2000 Value ETF	0.918%	-0.065%	163,535	-106	2023-10-31
Fidelity® Small Cap Index	0.892%	3.483%	158,880	5,348	2023-08-31
Avantis US Small Cap Value ETF	0.886%	0.000%	157,776	0	2023-10-31
Orchard US Small Cap Value USD Instl 1	0.834%	0.000%	149,421	0	2022-07-31
DFA US Small Cap I	0.786%	-3.921%	140,000	-5,713	2023-09-30
Avantis® U.S. Small Cap Value ETF	0.780%	0.000%	139,470	0	2023-07-29
DFA US Micro Cap I	0.764%	0.000%	136,155	0	2023-09-30
Boston Partners Small Cap Value II Inv	0.763%	-8.108%	136,013	-12,001	2023-08-31
Dimensional US Targeted Value ETF	0.716%	0.000%	127,531	0	2023-10-31
Franklin MicroCap Value A	0.645%	0.000%	114,985	0	2023-10-31
Wellington Emerging Companies	0.605%	0.000%	107,837	0	2023-06-30
SPDR® S&P Regional Banking ETF	0.577%	1.735%	103,199	1,760	2023-08-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.552%	4.241%	98,314	4,000	2023-10-31
BlackRock Advantage Small Cap Core Instl	0.517%	-7.361%	92,106	-7,319	2022-12-31
JPMorgan Small Cap Value I	0.506%	-2.065%	90,191	-1,902	2023-09-30
Boston Partners Small Cap Value Equity	0.500%	-1.597%	89,152	-1,447	2023-09-30
Boston Partners Small Cap Value SMA	0.500%	-1.597%	89,152	-1,447	2023-09-30
Fidelity® Extended Market Index	0.466%	0.000%	83,038	0	2023-01-31