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, Q3 2021
Institutional positions in People's United Financial, Inc. as of Sep 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
- 491
- +26 vs. Q2 2021
- Shares held
- 317.1M
- +10.6M (+3.5%) vs. Q2 2021
- Total value
- $5.54B
- +$288.7M (+5.5%) vs. Q2 2021
- New holders
- 75
- 171 more added
- Sold out
- 49
- 146 more reduced
9 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding People's United Financial, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Carroll Financial Associates, Inc. | 29 | $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 |
| Avion Wealth | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 28 | $0 | 0.00% | 00.0% | Unchanged |
| Consolidated Planning Corp | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | – | $87 | 0.00% | – | – |
| AdvisorNet Financial, Inc | 34 | $1.00K | 0.00% | −1,080−96.9% | Reduced |
| Evoke Wealth, LLC | 106 | $1.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 58 | $1.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 62 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 75 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 55 | $1.00K | 0.00% | +8+17.0% | Added |
| Wolff Wiese Magana LLC | 65 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 79 | $1.00K | 0.00% | +79 | New |
| Ellevest, Inc. | 37 | $1.00K | 0.00% | +37 | New |
| Meridian Wealth Partners, LLC | 45 | $1.00K | 0.00% | +45 | New |
| Bell Investment Advisors, Inc | 61 | $1.00K | 0.00% | +61 | New |
| Koshinski Asset Management, Inc. | 90 | $1.57K | 0.00% | +90 | New |
| Caldwell Trust Co | 100 | $1.75K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 123 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 116 | $2.00K | 0.00% | +18+18.4% | Added |
| Filbrandt Wealth Management, LLC | 97 | $2.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 100 | $2.00K | 0.00% | +100 | New |
| Systematic Alpha Investments, LLC | 116 | $2.00K | 0.00% | +116 | New |
| Sutton Wealth Advisors Inc. | 152 | $2.65K | 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 |
| Fieldpoint Private Securities, LLC | 191 | $3.00K | 0.00% | +191 | New |
| Graves-Light Private Wealth Management, Inc. | 229 | $4.00K | 0.00% | −1,304−85.1% | Reduced |
| Farmers & Merchants Investments Inc | 210 | $4.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 203 | $4.00K | 0.00% | +203 | New |
| SOA Wealth Advisors, LLC. | 319 | $5.00K | 0.00% | +310+3,444.4% | Added |
| Capital Analysts, LLC | 300 | $5.00K | 0.00% | +300 | New |
| Robinson Value Management, Ltd. | 302 | $5.00K | 0.00% | +302 | New |
| Westside Investment Management, Inc. | 400 | $6.00K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 375 | $6.55K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 414 | $7.00K | 0.01% | +3+0.7% | Added |
| Bogart Wealth, LLC | 375 | $7.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 401 | $7.00K | 0.00% | +128+46.9% | Added |
| Cranbrook Wealth Management, LLC | 385 | $7.00K | 0.00% | +385 | New |
| Mark Sheptoff Financial Planning, LLC | 450 | $8.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 448 | $8.00K | 0.01% | +5+1.1% | Added |
| Hexagon Capital Partners LLC | 439 | $8.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 432 | $8.00K | 0.00% | +432 | New |
| Ancora Advisors, LLC | 500 | $9.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 524 | $9.00K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 515 | $9.00K | 0.00% | +502+3,861.5% | Added |
| Kistler-Tiffany Companies, LLC | 590 | $10.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 551 | $10.0K | 0.00% | +172+45.4% | Added |
| AlphaMark Advisors, LLC | 630 | $11.0K | 0.00% | +630 | New |
| Benjamin F. Edwards & Company, Inc. | 667 | $12.0K | 0.00% | +2+0.3% | Added |
| Investors Research Corp | 779 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 905 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 696 | $17.0K | 0.01% | +3+0.4% | Added |
| Loomis Sayles & Co L P | 1,036 | $18.0K | 0.00% | −571−35.5% | Reduced |
| Piscataqua Savings Bank | 1,065 | $18.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,104 | $19.0K | 0.00% | +1,049+1,907.3% | Added |
| Parkside Financial Bank & Trust | 1,129 | $20.0K | 0.01% | −65−5.4% | Reduced |
| Kowal Investment Group, LLC | 1,153 | $20.0K | 0.01% | +1,153 | New |
| Park Circle Co | 1,200 | $21.0K | 0.02% | 00.0% | Unchanged |
| First Command Bank | 1,231 | $22.0K | 0.00% | −350−22.1% | Reduced |
| First Command Financial Services, Inc. | 1,231 | $22.0K | 0.00% | −350−22.1% | Reduced |
| Glen Eagle Advisors, LLC | 1,312 | $22.9K | 0.01% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 1,376 | $24.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,375 | $24.0K | 0.00% | +453+49.1% | Added |
| DekaBank Deutsche Girozentrale | 1,414 | $25.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,482 | $26.0K | 0.01% | −1,472−49.8% | Reduced |
| Knott David M | 1,500 | $26.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,500 | $26.0K | 0.00% | +1,000+200.0% | Added |
| SRS Capital Advisors, Inc. | 1,636 | $29.0K | 0.00% | +463+39.5% | Added |
| Herold Advisors, Inc. | 1,681 | $29.0K | 0.01% | +1,681 | New |
| Parallel Advisors, LLC | 1,868 | $33.0K | 0.00% | +453+32.0% | Added |
| O'Shaughnessy Asset Management, LLC | 1,875 | $33.0K | 0.00% | +633+51.0% | Added |
| DuPont Capital Management Corp | 1,925 | $34.0K | 0.00% | −1,862−49.2% | Reduced |
| Liberty Wealth Management LLC | 2,042 | $36.0K | 0.01% | +23+1.1% | Added |
| Arkadios Wealth Advisors | 2,263 | $39.0K | 0.01% | +25+1.1% | Added |
| Berman Capital Advisors, LLC | 2,287 | $39.0K | 0.01% | +302+15.2% | Added |
| Smithfield Trust Co | 2,300 | $40.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,452 | $43.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 2,732 | $48.0K | 0.01% | +105+4.0% | Added |
| Carmichael Hill & Associates, Inc. | 2,835 | $50.0K | 0.03% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,896 | $50.6K | 0.00% | +257+9.7% | Added |
| Charter Oak Capital Management, LLC | 2,934 | $51.0K | 0.01% | 00.0% | Unchanged |
| American Research & Management Co. | 3,000 | $52.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 3,300 | $57.0K | 0.01% | −39−1.2% | Reduced |
| Daiwa Securities Group Inc. | 3,352 | $59.0K | 0.00% | +910+37.3% | Added |
| Group One Trading, L.P. | 3,409 | $60.0K | 0.00% | +3,409 | New |
| Sentry Investment Management LLC | 3,536 | $62.0K | 0.02% | −516−12.7% | Reduced |
| Silvant Capital Management LLC | 3,596 | $63.0K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 3,799 | $66.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 3,949 | $68.0K | 0.01% | +470+13.5% | Added |
| HM Payson & Co | 3,950 | $69.0K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 4,209 | $74.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 4,346 | $76.0K | 0.01% | +1,941+80.7% | Added |
| Jackson, Grant Investment Advisers, Inc. | 4,432 | $77.0K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 4,545 | $79.0K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 4,624 | $80.0K | 0.00% | −4,606−49.9% | Reduced |