Peapack-Gladstone Financial (PGC) Ownership

41.03 ↓0.19 (-0.46%)
As of Market Close on December 1st, 2022.

Institutional Ownership

Dimensional Fund Advisors, Inc. is the biggest individual institutional holder of Peapack-Gladstone Financial (PGC), owning a total of 1.3 million shares. Combined, the top 20 institutional holders of PGC own 47.98% of the company with a total of 8.6 million shares.

In the latest ownership report on September 30th 2022, the top 20 institutional holders decreased their combined ownership of PGC by 103 thousand shares. 3 institutions bought 85,362 total additional shares and increased their ownership by an average of 10.00%. However 4 institutions sold 188,294 total shares and decreased their ownership by an average of 17.14%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Peapack-Gladstone Financial decreased by a net total of -102,932 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Dimensional Fund Advisors, Inc.7.158%0.437%1,282,7985,5762022-09-30
Vanguard Group Inc4.781%4.514%856,76937,0052022-09-30
FJ Capital Management LLC3.638%0.000%652,00002022-09-30
State Street Corporation2.430%-4.427%435,409-20,1662022-09-30
Wellington Management Company LLP2.298%-6.432%411,789-28,3072022-09-30
STRATEGIC VALUE BANK PARTNERS LLC1.884%0.000%337,67802022-09-30
SALZHAUER MICHAEL1.192%25.056%213,52242,7812022-09-30
EJF Capital LLC0.793%-46.234%142,143-122,2312022-09-30
Hotchkis & Wiley Capital Management LLC0.757%-11.481%135,626-17,5902022-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Dimensional Fund Advisors, Inc.7.158%0.437%1,282,7985,5762022-09-30
Peapack Gladstone Financial Corp5.274%-3.086%945,171-30,0982022-06-30
Vanguard Group Inc4.781%4.514%856,76937,0052022-09-30
Banc Funds Co LLC4.330%-2.757%775,890-22,0002022-06-30
FJ Capital Management LLC3.638%0.000%652,00002022-09-30
Brown Advisory Holdings Inc3.222%-3.083%577,384-18,3662022-06-30
State Street Corporation2.430%-4.427%435,409-20,1662022-09-30
Wellington Management Company LLP2.298%-6.432%411,789-28,3072022-09-30
Philadelphia Trust Co2.054%-0.715%368,162-2,6502022-06-30
STRATEGIC VALUE BANK PARTNERS LLC1.884%0.000%337,67802022-09-30
Geode Capital Management, LLC1.703%1.182%305,1343,5642022-06-30
Renaissance Technologies Corp1.438%-3.229%257,720-8,6002022-06-30
SALZHAUER MICHAEL1.192%25.056%213,52242,7812022-09-30
JPMorgan Chase & Co1.156%50.503%207,17469,5202022-06-30
Northern Trust Corp1.152%-3.433%206,399-7,3372022-06-30
Kennedy Capital Management Inc1.032%-18.963%184,889-43,2652022-06-30
Orchard Capital Management, Llc0.880%-21.808%157,614-43,9592022-06-30
Price Jennifer C.0.813%0.000%145,650145,6502022-06-30
EJF Capital LLC0.793%-46.234%142,143-122,2312022-09-30
Hotchkis & Wiley Capital Management LLC0.757%-11.481%135,626-17,5902022-09-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Peapack-Gladstone Financial (PGC), owning a total of 487 thousand shares. Combined, the top 20 mutual fund holders of PGC own 23.40% of the company with a total of 4.2 million shares.

In the latest ownership report on October 31st 2022, the top 20 fund holders increased their combined ownership of PGC by 12 thousand shares. 6 funds bought 13,050 total additional shares and increased their ownership by an average of 0.83%. However 1 funds sold 925 total shares and decreased their ownership by an average of 0.28%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Peapack-Gladstone Financial increased by a net total of 12,125 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.715%1.309%486,6126,2872022-10-31
iShares Russell 2000 ETF2.251%0.326%403,4041,3112022-10-31
Brown Advisory Small-Cap Fdmtl Val Inv1.869%-0.276%334,856-9252022-10-31
Vanguard Extended Market Index Investor1.322%1.409%236,8553,2912022-10-31
iShares Russell 2000 Value ETF1.066%0.297%191,0315652022-10-31
Dimensional US Targeted Value ETF0.675%0.000%121,00402022-10-31
Franklin MicroCap Value A0.642%0.000%114,98502022-10-31
BlackRock Advantage Small Cap Core Instl0.559%1.339%100,0991,3232022-10-31
Avantis® U.S. Small Cap Value ETF0.530%0.288%94,9332732022-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.526%0.000%94,21002022-10-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.715%1.309%486,6126,2872022-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr2.680%0.552%480,3252,6352022-09-30
iShares Russell 2000 ETF2.251%0.326%403,4041,3112022-10-31
Brown Advisory Small-Cap Fdmtl Val Inv1.869%-0.276%334,856-9252022-10-31
DFA US Small Cap Value I1.723%1.542%308,8494,6902022-09-30
Vanguard Extended Market Index Investor1.322%1.409%236,8553,2912022-10-31
DFA US Targeted Value I1.094%1.177%196,0382,2802022-09-30
iShares Russell 2000 Value ETF1.066%0.297%191,0315652022-10-31
Kennedy Small Cap Value1.018%-1.227%182,462-2,2672022-09-30
DFA US Small Cap I0.927%0.000%166,07702022-09-30
DFA US Micro Cap I0.850%0.000%152,33502022-09-30
Wellington Emerging Companies0.834%12.329%149,42516,4002022-06-30
Orchard US Small Cap Value USD Instl 10.834%0.000%149,42102022-07-31
Fidelity® Small Cap Index0.719%2.828%128,8893,5452022-08-31
Dimensional US Targeted Value ETF0.675%0.000%121,00402022-10-31
Franklin MicroCap Value A0.642%0.000%114,98502022-10-31
JPMorgan Small Cap Value I0.564%0.000%101,10002022-09-30
BlackRock Advantage Small Cap Core Instl0.559%1.339%100,0991,3232022-10-31
Avantis® U.S. Small Cap Value ETF0.530%0.288%94,9332732022-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.526%0.000%94,21002022-10-31

Discussions

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4texin

$PGC what’s next bulls

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4texin

$PGC rocket fuel tanks are full. Gonna shoot to the stars

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MyNameIsDraven

$PGC the best advice has been no stop losses. Would have cost a fortune!!!

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