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EWBC Holdings Changes image
This page summarizes the EWBC holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether EWBC is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing EWBC Share Count
Bruce G. Allen Investments LLC 23 27 +4 +17.39%
M&R Capital Management Inc. 33,818 38,472 +4,654 +13.76%
GAMMA Investing LLC 1,074 1,177 +103 +9.59%
Louisiana State Employees Retirement System 39,600 40,600 +1,000 +2.53%
State of Michigan Retirement System 33,822 34,622 +800 +2.37%
Financial Perspectives Inc 1,274 1,297 +23 +1.81%
RBA Wealth Management LLC 54,127 55,023 +896 +1.66%
Amalgamated Bank 94,497 95,870 +1,373 +1.45%
CWM LLC 1,838 1,853 +15 +0.82%
Unison Advisors LLC 8,168 8,220 +52 +0.64%
Paragon Capital Management Ltd 3,855 3,879 +24 +0.62%
Gateway Investment Advisers LLC 6,909 6,936 +27 +0.39%
State of Alaska Department of Revenue 30,773 30,838 +65 +0.21%
Carmel Capital Management L.L.C. 123,610 123,860 +250 +0.20%
13F Filers Reporting New Positions In EWBC
OLD National Bancorp IN 0 2,748 +2,748 +100%
Miller Howard Investments Inc. NY 0 497,374 +497,374 +100%
Mather Group LLC. 0 480 +480 +100%
Riverview Trust Co 0 313 +313 +100%
Venturi Wealth Management LLC 0 51 +51 +100%
Oak Thistle LLC 0 3,309 +3,309 +100%
Rise Advisors LLC 0 382 +382 +100%
Veriti Management LLC 0 2,598 +2,598 +100%
Norden Group LLC 0 5,236 +5,236 +100%
13F Filers With Unchanged Share Count
Valley National Advisers Inc. 35 35 UNCH 0.00%
New Mexico Educational Retirement Board 28,793 28,793 UNCH 0.00%
Salem Investment Counselors Inc. 51 51 UNCH 0.00%
Farmers & Merchants Investments Inc. 59 59 UNCH 0.00%
AdvisorNet Financial Inc 17 17 UNCH 0.00%
DNB Asset Management AS 112,082 112,082 UNCH 0.00%
Gradient Investments LLC 12 12 UNCH 0.00%
Financial Management Professionals Inc. 9 9 UNCH 0.00%
Perpetual Ltd 11,608 11,608 UNCH 0.00%
Measured Wealth Private Client Group LLC 3,615 3,615 UNCH 0.00%
Versant Capital Management Inc 5 5 UNCH 0.00%
Maryland State Retirement & Pension System 10,809 10,809 UNCH 0.00%
CVA Family Office LLC 10 10 UNCH 0.00%
Iron Horse Wealth Management LLC 15 15 UNCH 0.00%
SJS Investment Consulting Inc. 40 40 UNCH 0.00%
Signature Resources Capital Management LLC 36 36 UNCH 0.00%
13F Filers Decreasing EWBC Share Count
Global Retirement Partners LLC 667 77 -590 -88.46%
Symmetry Partners LLC 25,064 12,997 -12,067 -48.14%
Capricorn Fund Managers Ltd 57,096 32,534 -24,562 -43.02%
Fifth Third Bancorp 2,714 1,631 -1,083 -39.90%
Handelsinvest Investeringsforvaltning 5,935 3,907 -2,028 -34.17%
Hexagon Capital Partners LLC 28 19 -9 -32.14%
Wealth Enhancement Advisory Services LLC 5,003 3,473 -1,530 -30.58%
Allspring Global Investments Holdings LLC 103,370 82,761 -20,609 -19.94%
Denali Advisors LLC 500 408 -92 -18.40%
Raymond James & Associates 432,729 353,880 -78,849 -18.22%
Wedge Capital Management L L P NC 109,452 92,804 -16,648 -15.21%
Wetzel Investment Advisors Inc. 104 90 -14 -13.46%
NorthCrest Asset Manangement LLC 25,986 23,096 -2,890 -11.12%
Massmutual Trust Co. FSB ADV 300 269 -31 -10.33%
Alaska Permanent Fund Corp 42,839 38,879 -3,960 -9.24%
Raymond James Financial Services Advisors Inc. 5,741 5,378 -363 -6.32%
Boston Trust Walden Corp 729,500 690,724 -38,776 -5.32%
Hanson & Doremus Investment Management 7,697 7,325 -372 -4.83%
Parsons Capital Management Inc. RI 32,375 31,175 -1,200 -3.71%
Wedmont Private Capital 3,121 3,028 -93 -2.98%
Ferguson Wellman Capital Management Inc. 176,407 173,057 -3,350 -1.90%
Twelve Points Wealth Management LLC 5,043 5,000 -43 -0.85%
180 Wealth Advisors LLC 11,672 11,608 -64 -0.55%
13F Filers Exiting EWBC
Sapient Capital LLC 2,803 0 -2,803 -100.00%
Davis Investment Partners LLC 18,203 0 -18,203 -100.00%
International Assets Investment Management LLC 32,881 0 -32,881 -100.00%
Sarasin & Partners LLP 68,890 0 -68,890 -100.00%
Weiss Multi Strategy Advisers LLC 72,622 0 -72,622 -100.00%
Arcadia Investment Management Corp MI 10,240 0 -10,240 -100.00%

See Summary: Institutional Holders of EWBC
See Details: Top 10 Hedge Funds Holding EWBC
Also See: EWBC Insider Buying

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