Institutional Ownership Penumbra Inc (PEN)
This table provides information about the institutional ownership of Penumbra Inc (PEN). We have compiled data on the 375 institutions that hold shares in the stock, with a total of 29.1 Million shares, which have been reported (via 13F filing form) to have a value of $7.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
100
shares
|
$25,062
0.0% of portfolio
|
Q3 2024
Reduced 27.01%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
83
shares
|
$20,801
0.0% of portfolio
|
Q3 2024
Added 118.42%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
81
shares
|
$20,300
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
76
shares
|
$19,047
0.0% of portfolio
|
Q3 2024
Added 1800.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
66
shares
|
$16,540
0.0% of portfolio
|
Q3 2024
Added 560.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
64
shares
|
$16,039
0.0% of portfolio
|
Q3 2024
Added 20.75%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
63
shares
|
$15,789
0.0% of portfolio
|
Q3 2024
Reduced 34.38%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
59
shares
|
$14,786
0.0% of portfolio
|
Q1 2024
Reduced 26.25%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
52
shares
|
$13,032
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
50
shares
|
$12,531
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
50
shares
|
$12,531
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
45
shares
|
$11,277
0.0% of portfolio
|
Q2 2024
Reduced 58.33%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
42
shares
|
$10,526
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
41
shares
|
$10,275
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
35
shares
|
$8,771
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
35
shares
|
$8,771
0.0% of portfolio
|
Q3 2024
Reduced 98.78%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
31
shares
|
$7,769
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
27
shares
|
$6,766
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
24
shares
|
$6,014
0.0% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
21
shares
|
$5,263
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
21
shares
|
$5,263
0.0% of portfolio
|
Q3 2024
Reduced 51.16%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
20
shares
|
$5,012
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
20
shares
|
$5,012
0.0% of portfolio
|
Q2 2022
Reduced 64.29%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
18
shares
|
$4,511
0.0% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
18
shares
|
$4,511
0.0% of portfolio
|
Q3 2024
Added 20.0%
|