Latest Institutional Transactions on Penumbra Inc (PEN)
This table provides information on the latest institutional transactions involving Penumbra Inc (PEN) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
9.12KNew |
$2.48M - $3.14M
|
9.12K
$2.19M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-50- 16.67% |
$13.6K - $17.2K
|
250
$60.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-179- 2.78% |
$48.6K - $61.6K
|
6.25K
$1.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.32KNew |
$359K - $455K
|
1.32K
$318K
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-9.5K- 10.73% |
$2.58M - $3.27M
|
79K
$19M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
165+ 14.16% |
$44.8K - $56.8K
|
1.33K
$320K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10+ 19.61% |
$2.72K - $3.44K
|
61
$14.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
314+ 57.93% |
$85.3K - $108K
|
856
$206K
|
|
|
Jul 24, 2023
Q2 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-31- 25.83% |
$8.42K - $10.7K
|
89
$21.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-300- 23.08% |
$81.5K - $103K
|
1K
$241K
|
|
|
Jul 20, 2023
Q2 2023
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
1.5KNew |
$407K - $516K
|
1.5K
$361K
|
|
|
Jul 18, 2023
Q2 2023
|
Range Financial Group LLC
|
BUY
|
- |
1.76KNew |
$479K - $607K
|
1.76K
$424K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3New |
$815 - $1.03K
|
3
$722
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.68KNew |
$999K - $1.27M
|
3.68K
$885K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.13KNew |
$578K - $732K
|
2.13K
$512K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2New |
$543 - $688
|
2
$481
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
338+ 40.24% |
$91.8K - $116K
|
1.18K
$283K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
140+ 222.22% |
$38K - $48.2K
|
203
$48.8K
|
|
| Q1 2023 | |||||||
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3New |
$661 - $836
|
3
$722
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-6Closed |
$1.32K - $1.67K
|
0
$0
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
3.52KNew |
$777K - $982K
|
3.52K
$847K
|
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
7.45KNew |
$1.64M - $2.08M
|
7.45K
$1.79M
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
900New |
$198K - $251K
|
900
$216K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
21New |
$4.63K - $5.85K
|
21
$5.05K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
44New |
$9.7K - $12.3K
|
44
$10.6K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
585+ 36.91% |
$129K - $163K
|
2.17K
$522K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
3New |
$661 - $836
|
3
$722
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
7New |
$1.54K - $1.95K
|
7
$1.68K
|
|
|
May 15, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
188New |
$41.4K - $52.4K
|
188
$45.2K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
82+ 56.16% |
$18.1K - $22.9K
|
228
$54.8K
|
|
|
May 15, 2023
Q1 2023
|
Altium Capital Management LP
New York, NY |
BUY
|
- |
16KNew |
$3.53M - $4.46M
|
16K
$3.85M
|
|
|
May 15, 2023
Q1 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
CALL |
75KNew |
$16.5M - $20.9M
|
75K
$18M
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-325- 24.66% |
$71.6K - $90.6K
|
993
$239K
|
|
|
May 15, 2023
Q1 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
90+ 4.24% |
$19.8K - $25.1K
|
2.21K
$532K
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
2.87KNew |
$634K - $801K
|
2.87K
$691K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
CALL |
-2.4K- 24.0% |
$529K - $669K
|
7.6K
$1.83M
|
|
|
May 12, 2023
Q1 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
858New |
$189K - $239K
|
858
$206K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-222- 2.6% |
$48.9K - $61.9K
|
8.3K
$2M
|
|
|
May 10, 2023
Q1 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
1.23KNew |
$270K - $342K
|
1.23K
$295K
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
850New |
$187K - $237K
|
850
$204K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10New |
$2.2K - $2.79K
|
10
$2.41K
|
|
|
May 10, 2023
Q1 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
142+ 0.38% |
$31.3K - $39.6K
|
37.3K
$8.98M
|
|
|
May 08, 2023
Q1 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-558Closed |
$123K - $156K
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-83- 86.46% |
$18.3K - $23.1K
|
13
$3.13K
|
|
|
May 03, 2023
Q1 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-329- 5.57% |
$72.5K - $91.7K
|
5.58K
$1.34M
|
|
|
May 03, 2023
Q1 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
960New |
$212K - $268K
|
960
$231K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-25- 71.43% |
$5.51K - $6.97K
|
10
$2.41K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
412+ 1.65% |
$90.8K - $115K
|
25.4K
$6.11M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
19.8KNew |
$4.36M - $5.51M
|
19.8K
$4.76M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
25New |
$5.51K - $6.97K
|
25
$6.01K
|
|