People's United Financial, Inc.
PBCTDelisted Apr 4, 2022- Industry
- Savings Institution, Federally Chartered
- SEC CIK
- 0001378946
People's United Financial, Inc. was delisted on Apr 4, 2022; its insiders filed their last Form 4 on Apr 4, 2022; 489 institutions reported holding it in 13F filings for Q1 2022, worth $6.75B in total; no superinvestor held it.
13F holders, Q2 2021
Institutional positions in People's United Financial, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 474
- −5 vs. Q1 2021
- Shares held
- 307.2M
- +1.52M (+0.5%) vs. Q1 2021
- Total value
- $5.26B
- −$206.3M (−3.8%) vs. Q1 2021
- New holders
- 52
- 165 more added
- Sold out
- 57
- 167 more reduced
5 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PBCT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1 | $19 |
| Q1 2026 | 2 | $397.0K |
| Q4 2025 | 1 | $19 |
| Q3 2025 | 1 | $19 |
| Q2 2025 | 1 | $19 |
| Q1 2025 | 1 | $19 |
| Q4 2024 | 2 | $170.0K |
| Q3 2024 | 1 | $19 |
| Q2 2024 | 1 | $19 |
| Q1 2024 | 1 | $19 |
| Q4 2023 | 1 | $19 |
| Q3 2023 | 1 | $19 |
| Q2 2023 | 1 | $19 |
| Q1 2023 | 1 | $19 |
| Q4 2022 | 1 | $19 |
| Q3 2022 | 2 | $44.0K |
| Q2 2022 | 5 | $245.0K |
| Q1 2022 | 489 | $6.75B |
| Q4 2021 | 503 | $5.65B |
| Q3 2021 | 491 | $5.54B |
| Q2 2021 | 474 | $5.26B |
| Q1 2021 | 484 | $5.49B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding People's United Financial, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lloyd Advisory Services, LLC. | 28 | $0 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 24 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 27 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 9 | $0 | 0.00% | +8+800.0% | Added |
| Carroll Financial Associates, Inc. | 29 | $0 | 0.00% | +29 | New |
| Global Retirement Partners, LLC | 13 | $0 | 0.00% | +13 | New |
| Avion Wealth | 14 | $0 | 0.00% | +14 | New |
| WestEnd Advisors, LLC | – | $85 | 0.00% | – | New |
| C M Bidwell & Associates Ltd | 58 | $1.00K | 0.00% | −7,652−99.2% | Reduced |
| Gradient Investments LLC | 75 | $1.00K | 0.00% | −149−66.5% | Reduced |
| Earnest Partners LLC | 62 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 55 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 65 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 47 | $1.00K | 0.00% | +47 | New |
| MV Capital Management, Inc. | 46 | $1.00K | 0.00% | +46 | New |
| BDO Wealth Advisors, LLC | 83 | $1.00K | 0.00% | +83 | New |
| Tucker Asset Management LLC | 61 | $1.05K | 0.00% | +61 | New |
| Caldwell Trust Co | 100 | $1.71K | 0.00% | +100 | New |
| San Francisco Sentry Investment Group (Ca) | 135 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 98 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 106 | $2.00K | 0.00% | −18−14.5% | Reduced |
| Filbrandt Wealth Management, LLC | 97 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 96 | $2.00K | 0.00% | +96 | New |
| Laurel Wealth Advisors LLC | 123 | $2.00K | 0.00% | +123 | New |
| Sutton Wealth Advisors Inc. | 152 | $2.60K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 146 | $3.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 151 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 150 | $3.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 170 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 210 | $4.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 273 | $5.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 379 | $6.00K | 0.00% | −2,679−87.6% | Reduced |
| Westside Investment Management, Inc. | 400 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 375 | $6.00K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 375 | $6.43K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 429 | $7.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 411 | $7.00K | 0.01% | +3+0.7% | Added |
| KB Financial Partners, LLC | 403 | $7.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 450 | $8.00K | 0.00% | −2,922−86.7% | Reduced |
| Hexagon Capital Partners LLC | 439 | $8.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 443 | $8.00K | 0.00% | +443 | New |
| Webster Bank, N. A. | 500 | $9.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 524 | $9.00K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $9.00K | 0.00% | +500 | New |
| Kistler-Tiffany Companies, LLC | 590 | $10.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 665 | $11.0K | 0.00% | −914−57.9% | Reduced |
| Strategic Blueprint, LLC | 634 | $11.0K | 0.00% | +634 | New |
| Robbins Farley LLC | 725 | $12.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 779 | $13.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 849 | $13.0K | 0.00% | +151+21.6% | Added |
| CWM, LLC | 859 | $15.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 922 | $16.0K | 0.00% | −112−10.8% | Reduced |
| Tarbox Family Office, Inc. | 905 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 693 | $17.0K | 0.01% | −51−6.9% | Reduced |
| Hoover Financial Advisors, Inc. | 1,079 | $18.0K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 1,064 | $18.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,065 | $18.0K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,114 | $19.0K | 0.00% | −873−43.9% | Reduced |
| Parkside Financial Bank & Trust | 1,194 | $20.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,173 | $20.0K | 0.00% | +1,173 | New |
| O'Shaughnessy Asset Management, LLC | 1,242 | $21.0K | 0.00% | −198−13.8% | Reduced |
| Park Circle Co | 1,200 | $21.0K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,312 | $22.5K | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,414 | $24.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,415 | $24.0K | 0.00% | +33+2.4% | Added |
| Jacobi Capital Management LLC | 1,376 | $24.0K | 0.00% | +228+19.9% | Added |
| Knott David M | 1,500 | $26.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,533 | $26.0K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 1,581 | $27.0K | 0.00% | +350+28.4% | Added |
| First Command Financial Services, Inc. | 1,581 | $27.0K | 0.00% | +350+28.4% | Added |
| Loomis Sayles & Co L P | 1,607 | $28.0K | 0.00% | −970−37.6% | Reduced |
| Berman Capital Advisors, LLC | 1,985 | $34.0K | 0.01% | +12+0.6% | Added |
| Neo Ivy Capital Management | 2,062 | $35.0K | 0.04% | +2,062 | New |
| Liberty Wealth Management LLC | 2,019 | $35.0K | 0.01% | +2,019 | New |
| Arkadios Wealth Advisors | 2,238 | $38.0K | 0.00% | −475−17.5% | Reduced |
| Smithfield Trust Co | 2,300 | $39.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 2,405 | $41.0K | 0.00% | +526+28.0% | Added |
| Massmutual Trust Co FSB | 2,452 | $42.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 2,442 | $42.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 2,627 | $45.0K | 0.01% | +1,912+267.4% | Added |
| American Portfolios Advisors | 2,639 | $45.2K | 0.00% | −84−3.1% | Reduced |
| Carmichael Hill & Associates, Inc. | 2,835 | $49.0K | 0.03% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2,934 | $50.0K | 0.01% | −80−2.7% | Reduced |
| American Research & Management Co. | 3,000 | $51.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,954 | $51.0K | 0.01% | +2,088+241.1% | Added |
| Zions Bancorporation, N.A. | 3,339 | $57.0K | 0.01% | +31+0.9% | Added |
| Newbridge Financial Services Group, Inc. | 3,304 | $57.0K | 0.03% | +3,304 | New |
| Cutler Group LP | 3,479 | $59.0K | 0.00% | +2,767+388.6% | Added |
| Silvant Capital Management LLC | 3,596 | $62.0K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 3,799 | $65.0K | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 3,787 | $65.0K | 0.00% | +98+2.7% | Added |
| HM Payson & Co | 3,950 | $68.0K | 0.00% | −100−2.5% | Reduced |
| Sentry Investment Management LLC | 4,052 | $69.0K | 0.02% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 4,209 | $73.0K | 0.01% | −2,203−34.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 4,432 | $76.0K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 4,545 | $78.0K | 0.00% | −504−10.0% | Reduced |
| Community Bank, N.A. | 5,000 | $86.0K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 5,221 | $89.0K | 0.00% | +5,221 | New |
| Clearview Wealth Advisors LLC | 5,511 | $94.0K | 0.06% | −123−2.2% | Reduced |