Purchases and Sales Made in Q3 2023 in Penske Automotive Group, Inc. (PAG)
This table provides information about the institutional ownership of Penske Automotive Group, Inc. (PAG) during Q3 2023. The information is specifically focused on institutions that hold shares of PENSKE AUTOMOTIVE GROUP, INC..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
9+ 1.29% |
$1.43K - $1.62K
|
709
$125K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9+ 0.52% |
$1.43K - $1.62K
|
1.75K
$308K
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
9New |
$1.43K - $1.62K
|
9
$1.58K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 17.95% |
$1.11K - $1.26K
|
46
$8.09K
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5+ 0.07% |
$795 - $898
|
6.77K
$1.19M
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
5+ 0.02% |
$795 - $898
|
22K
$3.87M
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
5New |
$795 - $898
|
5
$879
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4+ 1.16% |
$636 - $719
|
350
$61.6K
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$477 - $539
|
3
$528
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3+ 0.96% |
$477 - $539
|
316
$55.6K
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 12.0% |
$477 - $539
|
28
$4.92K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
3+ 3.41% |
$477 - $539
|
91
$16K
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
2New |
$318 - $359
|
2
$352
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.95% |
$159 - $180
|
106
$18.6K
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1+ 33.33% |
$159 - $180
|
4
$704
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 4.17% |
$159 - $180
|
25
$4.4K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.06% |
$159 - $180
|
1.7K
$299K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-1- 1.35% |
$159 - $180
|
73
$12.8K
|
|
Oct 04, 2023
Q3 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-2- 0.08% |
$318 - $359
|
2.56K
$450K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3- 1.09% |
$477 - $539
|
271
$47.7K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3- 1.09% |
$477 - $539
|
271
$47.7K
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5- 0.29% |
$795 - $898
|
1.72K
$302K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-5- 0.93% |
$795 - $898
|
535
$94.1K
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-7- 5.88% |
$1.11K - $1.26K
|
112
$19.7K
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-10- 12.5% |
$1.59K - $1.8K
|
70
$12.3K
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-12- 0.8% |
$1.91K - $2.16K
|
1.49K
$262K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-17- 19.54% |
$2.7K - $3.05K
|
70
$12.3K
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-19- 0.22% |
$3.02K - $3.41K
|
8.57K
$1.51M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-23- 0.93% |
$3.66K - $4.13K
|
2.46K
$432K
|
|
Oct 27, 2023
Q3 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-29- 0.43% |
$4.61K - $5.21K
|
6.66K
$1.17M
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-30- 0.34% |
$4.77K - $5.39K
|
8.68K
$1.53M
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-33- 2.09% |
$5.25K - $5.93K
|
1.55K
$272K
|
|
Nov 14, 2023
Q3 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-42- 0.09% |
$6.68K - $7.55K
|
44.4K
$7.82M
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-46- 12.43% |
$7.31K - $8.26K
|
324
$57K
|
|
Nov 09, 2023
Q3 2023
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-46- 1.38% |
$7.31K - $8.26K
|
3.28K
$577K
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-58- 3.07% |
$9.22K - $10.4K
|
1.83K
$322K
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-66- 1.51% |
$10.5K - $11.9K
|
4.32K
$759K
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-75- 5.88% |
$11.9K - $13.5K
|
1.2K
$211K
|
|
Oct 10, 2023
Q3 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-84- 5.05% |
$13.4K - $15.1K
|
1.58K
$278K
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-95- 0.56% |
$15.1K - $17.1K
|
16.9K
$2.97M
|
|
Oct 19, 2023
Q3 2023
|
Denali Advisors LLC
|
SELL
|
- |
-100- 3.77% |
$15.9K - $18K
|
2.55K
$449K
|
|
Feb 15, 2024
Q3 2023
|
Kbc Group Nv
|
SELL
|
- |
-142- 33.33% |
$22.6K - $25.5K
|
284
$50K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-166- 99.4% |
$26.4K - $29.8K
|
1
$176
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-170- 9.16% |
$27K - $30.5K
|
1.69K
$297K
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-175- 6.08% |
$27.8K - $31.4K
|
2.71K
$476K
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-177- 4.05% |
$28.1K - $31.8K
|
4.2K
$738K
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-204- 6.34% |
$32.4K - $36.6K
|
3.01K
$530K
|
|
Nov 09, 2023
Q3 2023
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-265- 11.33% |
$42.1K - $47.6K
|
2.07K
$365K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-271- 5.16% |
$43.1K - $48.7K
|
4.98K
$876K
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-300- 13.04% |
$47.7K - $53.9K
|
2K
$352K
|