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 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2New |
$543 - $688
|
2
$557
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.13KNew |
$578K - $732K
|
2.13K
$592K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
140+ 222.22% |
$38K - $48.2K
|
203
$56.5K
|
|
| Q1 2023 | |||||||
|
Sep 02, 2025
Q1 2023
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
63.1KNew |
$13.9M - $17.6M
|
63.1K
$17.6M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3New |
$661 - $836
|
3
$836
|
|
|
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
$981K
|
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
7.45KNew |
$1.64M - $2.08M
|
7.45K
$2.08M
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
900New |
$198K - $251K
|
900
$251K
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-325- 24.66% |
$71.6K - $90.6K
|
993
$277K
|
|
|
May 15, 2023
Q1 2023
|
Altium Capital Management LP
New York, NY |
BUY
|
- |
16KNew |
$3.53M - $4.46M
|
16K
$4.46M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
7New |
$1.54K - $1.95K
|
7
$1.95K
|
|
|
May 15, 2023
Q1 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
CALL |
75KNew |
$16.5M - $20.9M
|
75K
$20.9M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
3New |
$661 - $836
|
3
$836
|
|
|
May 15, 2023
Q1 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
90+ 4.24% |
$19.8K - $25.1K
|
2.21K
$616K
|
|
|
May 15, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
188New |
$41.4K - $52.4K
|
188
$52.4K
|
|
|
May 12, 2023
Q1 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
858New |
$189K - $239K
|
858
$239K
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
2.87KNew |
$634K - $801K
|
2.87K
$800K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
CALL |
-2.4K- 24.0% |
$529K - $669K
|
7.6K
$2.12M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-222- 2.6% |
$48.9K - $61.9K
|
8.3K
$2.31M
|
|
|
May 10, 2023
Q1 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
142+ 0.38% |
$31.3K - $39.6K
|
37.3K
$10.4M
|
|
|
May 10, 2023
Q1 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
1.23KNew |
$270K - $342K
|
1.23K
$341K
|
|
|
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
$3.62K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-25- 71.43% |
$5.51K - $6.97K
|
10
$2.79K
|
|
|
May 03, 2023
Q1 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-329- 5.57% |
$72.5K - $91.7K
|
5.58K
$1.55M
|
|
|
May 03, 2023
Q1 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
960New |
$212K - $268K
|
960
$267K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
25New |
$5.51K - $6.97K
|
25
$6.96K
|
|
| Q4 2022 | |||||||
|
Sep 02, 2025
Q4 2022
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
BUY
|
- |
230New |
$34.9K - $52.6K
|
230
$64.1K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
42New |
$6.38K - $9.6K
|
42
$11.7K
|
|
|
Mar 29, 2023
Q4 2022
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-6.21K- 60.37% |
$943K - $1.42M
|
4.08K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Pfm Health Sciences, LP
San Francisco, CA |
BUY
|
CALL |
30K+ 14.46% |
$4.56M - $6.86M
|
238K
$66.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
355KNew |
$53.9M - $81.2M
|
355K
$98.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Kent Lake Capital LLC
Mill Valley, CA |
BUY
|
- |
5KNew |
$759K - $1.14M
|
5K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
BUY
|
- |
102New |
$15.5K - $23.3K
|
102
$28.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1KNew |
$152K - $229K
|
1K
$279K
|
|
|
Feb 14, 2023
Q4 2022
|
Health Cor Management, L.P.
New York, NY |
BUY
|
- |
5KNew |
$759K - $1.14M
|
5K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5New |
$759 - $1.14K
|
5
$1.39K
|
|
|
Feb 14, 2023
Q4 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
500+ 15.72% |
$75.9K - $114K
|
3.68K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-96K- 69.58% |
$14.6M - $21.9M
|
42K
$11.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-15- 78.95% |
$2.28K - $3.43K
|
4
$1.11K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-29- 1.76% |
$4.4K - $6.63K
|
1.62K
$452K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
22New |
$3.34K - $5.03K
|
22
$6.13K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.2KNew |
$182K - $274K
|
1.2K
$334K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3New |
$456 - $686
|
3
$836
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1New |
$152 - $229
|
1
$279
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
5New |
$759 - $1.14K
|
5
$1.39K
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-18- 13.95% |
$2.17K - $3.71K
|
111
$30.9K
|
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
53+ 3.3% |
$6.38K - $10.9K
|
1.66K
$462K
|
|
|
Nov 14, 2022
Q3 2022
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
15KNew |
$1.81M - $3.09M
|
15K
$4.18M
|
|