Latest Institutional Transactions on Grocery Outlet Holding Corp. (GO)
This table provides information on the latest institutional transactions involving Grocery Outlet Holding Corp. (GO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-1.27K- 7.11% |
$35.3K - $40K
|
16.6K
$262K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
19+ 5.56% |
$527 - $599
|
361
$5.69K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
86New |
$2.39K - $2.71K
|
86
$1.36K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-309- 4.29% |
$8.58K - $9.73K
|
6.89K
$109K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-517- 5.89% |
$14.4K - $16.3K
|
8.26K
$130K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 15.38% |
$55.5 - $63
|
15
$236
|
|
| Q1 2023 | |||||||
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-4Closed |
$106 - $128
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
5+ 16.67% |
$132 - $160
|
35
$552
|
|
|
May 15, 2023
Q1 2023
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-100K- 90.91% |
$2.64M - $3.2M
|
10K
$158K
|
|
|
May 15, 2023
Q1 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
28.2KNew |
$747K - $902K
|
28.2K
$445K
|
|
|
May 15, 2023
Q1 2023
|
Ophir Asset Management Pty LTD
|
BUY
|
- |
1.82K+ 0.31% |
$48.1K - $58.1K
|
579K
$9.13M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
5.14K+ 61.58% |
$136K - $164K
|
13.5K
$212K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.69KNew |
$124K - $150K
|
4.69K
$73.9K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-162- 14.92% |
$4.28K - $5.18K
|
924
$14.6K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.53MNew |
$93.4M - $113M
|
3.53M
$55.7M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 2.7% |
$26.4 - $32
|
36
$567
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-8- 25.0% |
$212 - $256
|
24
$378
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10- 55.56% |
$264 - $320
|
8
$126
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
250New |
$6.61K - $7.99K
|
250
$3.94K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
500New |
$13.2K - $16K
|
500
$7.88K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.59K- 99.44% |
$42K - $50.8K
|
9
$142
|
|
|
Apr 17, 2023
Q1 2023
|
Washington Capital Management Inc
|
BUY
|
PUT |
16.1KNew |
$426K - $515K
|
16.1K
$254K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
78New |
$2.06K - $2.49K
|
78
$1.23K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
5.75KNew |
$152K - $184K
|
5.75K
$90.6K
|
|
| Q4 2022 | |||||||
|
Feb 21, 2023
Q4 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-10.3K- 23.11% |
$294K - $363K
|
34.2K
$540K
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
21.5KNew |
$614K - $758K
|
21.5K
$339K
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
14.2KNew |
$405K - $500K
|
14.2K
$223K
|
|
|
Feb 14, 2023
Q4 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-5.94K- 2.34% |
$170K - $210K
|
248K
$3.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
265+ 2.43% |
$7.56K - $9.34K
|
11.2K
$176K
|
|
|
Feb 14, 2023
Q4 2022
|
Emerson Point Capital LP
Larchmont, NY |
BUY
|
- |
24KNew |
$686K - $848K
|
24K
$379K
|
|
|
Feb 14, 2023
Q4 2022
|
Resonate Capital, LLC
San Francisco, CA |
BUY
|
- |
25KNew |
$714K - $883K
|
25K
$395K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.1KNew |
$318K - $393K
|
11.1K
$176K
|
|
|
Feb 14, 2023
Q4 2022
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-61.8K- 48.81% |
$1.76M - $2.18M
|
64.8K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-8.01K- 2.95% |
$228K - $282K
|
264K
$4.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Jupiter Asset Management LTD
|
SELL
|
- |
-45.8K- 23.2% |
$1.31M - $1.62M
|
152K
$2.39M
|
|
|
Feb 08, 2023
Q4 2022
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
2.55K+ 22.04% |
$72.7K - $89.8K
|
14.1K
$222K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
PUT |
600New |
$17.1K - $21.2K
|
600
$9.46K
|
|
|
Feb 07, 2023
Q4 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-88- 1.22% |
$2.51K - $3.1K
|
7.13K
$112K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
780New |
$22.3K - $27.5K
|
780
$12.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-5- 15.15% |
$143 - $176
|
28
$441
|
|
|
Feb 02, 2023
Q4 2022
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
23.2KNew |
$662K - $817K
|
23.2K
$365K
|
|
|
Feb 01, 2023
Q4 2022
|
Legato Capital Management LLC
|
BUY
|
- |
11.4KNew |
$325K - $401K
|
11.4K
$179K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
1.05K+ 230.48% |
$30K - $37.1K
|
1.51K
$23.8K
|
|
|
Jan 26, 2023
Q4 2022
|
True Signal LP
New York, NY |
BUY
|
- |
65.8KNew |
$1.88M - $2.32M
|
65.8K
$1.04M
|
|
|
Jan 26, 2023
Q4 2022
|
Strs Ohio
|
BUY
|
- |
11.1K+ 42.03% |
$317K - $392K
|
37.5K
$592K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
10New |
$285 - $353
|
10
$158
|
|
| Q3 2022 | |||||||
|
Mar 10, 2023
Q3 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
47K+ 74.59% |
$1.56M - $2.14M
|
110K
$1.73M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-12- 8.22% |
$398 - $547
|
134
$2.11K
|
|
|
Nov 15, 2022
Q3 2022
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-3.6K- 2.26% |
$119K - $164K
|
156K
$2.45M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.39KNew |
$212K - $291K
|
6.39K
$101K
|
|