Purchases and Sales Made in Q1 2023 in Penumbra Inc (PEN)
This table provides information about the institutional ownership of Penumbra Inc (PEN) during Q1 2023. The information is specifically focused on institutions that hold shares of Penumbra Inc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
11+ 0.13% |
$2.42K - $3.07K
|
8.57K
$2.32M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10New |
$2.2K - $2.79K
|
10
$2.71K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
9+ 10.47% |
$1.98K - $2.51K
|
95
$25.8K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
7New |
$1.54K - $1.95K
|
7
$1.9K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4New |
$882 - $1.11K
|
4
$1.08K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
4+ 18.18% |
$882 - $1.11K
|
26
$7.05K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3New |
$661 - $836
|
3
$813
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
3New |
$661 - $836
|
3
$813
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
2New |
$441 - $557
|
2
$542
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2+ 9.52% |
$441 - $557
|
23
$6.24K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2New |
$441 - $557
|
2
$542
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 100.0% |
$220 - $279
|
2
$542
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.68% |
$220 - $279
|
148
$40.1K
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-1- 0.83% |
$220 - $279
|
120
$32.5K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4- 20.0% |
$882 - $1.11K
|
16
$4.34K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5- 0.23% |
$1.1K - $1.39K
|
2.17K
$588K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-6Closed |
$1.32K - $1.67K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-11- 39.29% |
$2.42K - $3.07K
|
17
$4.61K
|
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-12- 0.92% |
$2.65K - $3.34K
|
1.29K
$349K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-15- 0.35% |
$3.31K - $4.18K
|
4.29K
$1.16M
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-20- 0.1% |
$4.41K - $5.57K
|
19.6K
$5.32M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-21- 1.87% |
$4.63K - $5.85K
|
1.1K
$298K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-25- 71.43% |
$5.51K - $6.97K
|
10
$2.71K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-30- 24.0% |
$6.61K - $8.36K
|
95
$25.8K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-48- 4.15% |
$10.6K - $13.4K
|
1.11K
$300K
|
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-50- 1.47% |
$11K - $13.9K
|
3.36K
$912K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-52- 2.81% |
$11.5K - $14.5K
|
1.8K
$488K
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-61- 0.55% |
$13.4K - $17K
|
11.1K
$3.02M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-78- 0.96% |
$17.2K - $21.7K
|
8.04K
$2.18M
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-81- 1.52% |
$17.9K - $22.6K
|
5.23K
$1.42M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-83- 86.46% |
$18.3K - $23.1K
|
13
$3.52K
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-87- 22.83% |
$19.2K - $24.2K
|
294
$79.7K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-93- 0.92% |
$20.5K - $25.9K
|
10K
$2.72M
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 1.03% |
$22K - $27.9K
|
9.61K
$2.61M
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.98% |
$22K - $27.9K
|
10.1K
$2.74M
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-101- 2.84% |
$22.3K - $28.1K
|
3.46K
$938K
|
|
|
May 12, 2023
Q1 2023
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-134- 2.83% |
$29.5K - $37.3K
|
4.6K
$1.25M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-160- 1.63% |
$35.3K - $44.6K
|
9.67K
$2.62M
|
|
|
May 15, 2023
Q1 2023
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-160- 0.37% |
$35.3K - $44.6K
|
43.3K
$11.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-170- 9.19% |
$37.5K - $47.4K
|
1.68K
$456K
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-200- 6.4% |
$44.1K - $55.7K
|
2.93K
$793K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-222- 2.6% |
$48.9K - $61.9K
|
8.3K
$2.25M
|
|
|
May 15, 2023
Q1 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-225- 14.75% |
$49.6K - $62.7K
|
1.3K
$352K
|
|
|
May 12, 2023
Q1 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-227- 0.51% |
$50K - $63.3K
|
44.4K
$12M
|
|
|
May 15, 2023
Q1 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-246- 20.18% |
$54.2K - $68.6K
|
973
$264K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-321- 2.34% |
$70.8K - $89.5K
|
13.4K
$3.63M
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-325- 24.66% |
$71.6K - $90.6K
|
993
$269K
|
|
|
May 03, 2023
Q1 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-329- 5.57% |
$72.5K - $91.7K
|
5.58K
$1.51M
|