Institutional Ownership Penske Automotive Group, Inc. (PAG)
This table provides information about the institutional ownership of Penske Automotive Group, Inc. (PAG). We have compiled data on the 397 institutions that hold shares in the stock, with a total of 15.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
45
shares
|
$6,805
0.0% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
44
shares
|
$6,654
0.0% of portfolio
|
Q3 2024
Added 780.0%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
37
shares
|
$5,595
0.0% of portfolio
|
Q3 2024
Reduced 61.05%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
37
shares
|
$5,595
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
35
shares
|
$5,293
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
35
shares
|
$5,293
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
34
shares
|
$5,142
0.0% of portfolio
|
Q1 2024
Reduced 73.53%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
34
shares
|
$5,142
0.0% of portfolio
|
Q2 2024
Reduced 17.07%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
32
shares
|
$4,839
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
31
shares
|
$4,688
0.0% of portfolio
|
Q2 2024
Reduced 27.91%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
25
shares
|
$3,781
0.0% of portfolio
|
Q1 2023
Reduced 50.0%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
25
shares
|
$3,781
0.0% of portfolio
|
Q2 2022
Reduced 28.57%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
25
shares
|
$3,781
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
24
shares
|
$3,629
0.0% of portfolio
|
Q2 2024
Added 60.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
21
shares
|
$3,176
0.0% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
20
shares
|
$3,024
0.0% of portfolio
|
Q3 2024
Added 5.26%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
16
shares
|
$2,419
0.0% of portfolio
|
Q2 2024
Added 6.67%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
15
shares
|
$2,268
0.0% of portfolio
|
Q3 2024
Reduced 92.31%
|
|
|
Amundi
Paris, I0 |
Nov 13, 2024 Q3 2024 |
13
shares
|
$1,966
0.0% of portfolio
|
Q1 2024
Reduced 99.94%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
10
shares
|
$1,512
0.0% of portfolio
|
Q2 2024
Added 400.0%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
9
shares
|
$1,361
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
9
shares
|
$1,361
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
8
shares
|
$1,209
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
7
shares
|
$1,058
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
5
shares
|
$756
0.0% of portfolio
|
Q3 2024
New holding
|