Purchases and Sales Made in Q2 2023 in Penumbra Inc (PEN)
This table provides information about the institutional ownership of Penumbra Inc (PEN) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
152+ 13.29% |
$41.3K - $52.3K
|
1.3K
$351K
|
|
|
Nov 27, 2023
Q2 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
149New |
$40.5K - $51.3K
|
149
$40.4K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
140+ 222.22% |
$38K - $48.2K
|
203
$55K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
136New |
$36.9K - $46.8K
|
136
$36.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
135+ 5.05% |
$36.7K - $46.4K
|
2.81K
$761K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
131+ 818.75% |
$35.6K - $45.1K
|
147
$39.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
123+ 1537.5% |
$33.4K - $42.3K
|
131
$35.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
115+ 1.08% |
$31.2K - $39.6K
|
10.8K
$2.92M
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
100New |
$27.2K - $34.4K
|
100
$27.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
87New |
$23.6K - $29.9K
|
87
$23.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
75+ 0.89% |
$20.4K - $25.8K
|
8.5K
$2.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
74New |
$20.1K - $25.5K
|
74
$20.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
70+ 0.69% |
$19K - $24.1K
|
10.3K
$2.79M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
65+ 23.3% |
$17.7K - $22.4K
|
344
$93.3K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
59+ 280.95% |
$16K - $20.3K
|
80
$21.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
58New |
$15.7K - $20K
|
58
$15.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
57+ 1.19% |
$15.5K - $19.6K
|
4.87K
$1.32M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
41New |
$11.1K - $14.1K
|
41
$11.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
33New |
$8.96K - $11.4K
|
33
$8.95K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
24+ 8.86% |
$6.52K - $8.26K
|
295
$80K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
22New |
$5.97K - $7.57K
|
22
$5.97K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
21+ 38.18% |
$5.7K - $7.23K
|
76
$20.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
20New |
$5.43K - $6.88K
|
20
$5.42K
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
18New |
$4.89K - $6.19K
|
18
$4.88K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14+ 1400.0% |
$3.8K - $4.82K
|
15
$4.07K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13+ 12.04% |
$3.53K - $4.47K
|
121
$32.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
13+ 0.31% |
$3.53K - $4.47K
|
4.15K
$1.12M
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
12New |
$3.26K - $4.13K
|
12
$3.25K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
10New |
$2.72K - $3.44K
|
10
$2.71K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10+ 19.61% |
$2.72K - $3.44K
|
61
$16.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
8+ 0.35% |
$2.17K - $2.75K
|
2.3K
$624K
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
6New |
$1.63K - $2.06K
|
6
$1.63K
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
6New |
$1.63K - $2.06K
|
6
$1.63K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
3+ 0.25% |
$815 - $1.03K
|
1.19K
$323K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3New |
$815 - $1.03K
|
3
$813
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2New |
$543 - $688
|
2
$542
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1New |
$272 - $344
|
1
$271
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1+ 1.15% |
$272 - $344
|
88
$23.9K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1New |
$272 - $344
|
1
$271
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 50.0% |
$272 - $344
|
3
$813
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2- 0.23% |
$543 - $688
|
877
$238K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-9- 0.84% |
$2.44K - $3.1K
|
1.06K
$287K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-22- 0.46% |
$5.97K - $7.57K
|
4.77K
$1.29M
|
|
|
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-30- 4.11% |
$8.15K - $10.3K
|
700
$190K
|
|
|
Jul 24, 2023
Q2 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-31- 25.83% |
$8.42K - $10.7K
|
89
$24.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-32- 2.91% |
$8.69K - $11K
|
1.07K
$290K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-32- 4.51% |
$8.69K - $11K
|
677
$184K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-50- 4.04% |
$13.6K - $17.2K
|
1.19K
$322K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-50- 16.67% |
$13.6K - $17.2K
|
250
$67.8K
|