Boston Private is a leading provider of integrated wealth management, trust and banking services to individuals, families, businesses and nonprofits. For more than 30 years, Boston Private has delivered comprehensive advice coupled with deep technical expertise to help clients simplify their lives and achieve their goals. The firm offers the capabilities of a large institution with the superior service of a boutique firm to clients across the United States. Boston Private is the corporate brand of Boston Private Financial Holdings, Inc..
Company profile
Ticker
BPFH
Exchange
Website
CEO
Anthony DeChellis
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
BOSTON PRIVATE BANCORP INC
SEC CIK
Corporate docs
Subsidiaries
Boston Private Bank & Trust Company • Boston Private Wealth LLC • BPB-IMT & Co. • BPB Securities Corporation • Lerob LLC • Ten Winthrop Properties, Inc. • BPFH Holdings, LLC • Dalton, Greiner, Hartman & Maher & Co. LLC • DGHM Management LLC • DGHM Enhanced Value LP ...
IRS number
42976299
BPFH stock data
Latest filings (excl ownership)
15-12B
Securities registration termination
15 Jul 21
EFFECT
Notice of effectiveness
9 Jul 21
EFFECT
Notice of effectiveness
9 Jul 21
EFFECT
Notice of effectiveness
9 Jul 21
EFFECT
Notice of effectiveness
9 Jul 21
EFFECT
Notice of effectiveness
9 Jul 21
EFFECT
Notice of effectiveness
9 Jul 21
EFFECT
Notice of effectiveness
9 Jul 21
EFFECT
Notice of effectiveness
9 Jul 21
EFFECT
Notice of effectiveness
9 Jul 21
Transcripts
BPFH
Earnings call transcript
2020 Q3
22 Oct 20
BPFH
Earnings call transcript
2020 Q2
2 Aug 20
BPFH
Earnings call transcript
2020 Q1
2 May 20
BPFH
Earnings call transcript
2019 Q4
23 Jan 20
BPFH
Earnings call transcript
2019 Q3
25 Oct 19
BPFH
Earnings call transcript
2019 Q2
28 Jul 19
BPFH
Earnings call transcript
2019 Q1
18 Apr 19
BPFH
Earnings call transcript
2018 Q4
31 Jan 19
BPFH
Earnings call transcript
2018 Q3
18 Oct 18
BPFH
Earnings call transcript
2018 Q2
19 Jul 18
Latest ownership filings
Financial summary
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Annual (USD) | Dec 20 | Dec 19 | Dec 18 | Dec 17 | |
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Institutional ownership, Q1 2023
13F holders | Current |
---|---|
Total holders | 0 |
Opened positions | 0 |
Closed positions | 0 |
Increased positions | 0 |
Reduced positions | 0 |
13F shares | Current |
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Total value | 0.00 |
Total shares | 0.00 |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
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