Purchases and Sales Made in Q4 2022 in Penumbra Inc (PEN)
This table provides information about the institutional ownership of Penumbra Inc (PEN) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
22New |
$3.34K - $5.03K
|
22
$5.51K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21+ 26.25% |
$3.19K - $4.8K
|
101
$25.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
21New |
$3.19K - $4.8K
|
21
$5.26K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20New |
$3.04K - $4.57K
|
20
$5.01K
|
|
|
Feb 09, 2023
Q4 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
16+ 1.33% |
$2.43K - $3.66K
|
1.22K
$306K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
14+ 100.0% |
$2.13K - $3.2K
|
28
$7.02K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
13+ 26.0% |
$1.97K - $2.97K
|
63
$15.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
12+ 8.89% |
$1.82K - $2.74K
|
147
$36.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
5+ 6.17% |
$759 - $1.14K
|
86
$21.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5New |
$759 - $1.14K
|
5
$1.25K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
5New |
$759 - $1.14K
|
5
$1.25K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
5+ 29.41% |
$759 - $1.14K
|
22
$5.51K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4New |
$608 - $914
|
4
$1K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4+ 0.18% |
$608 - $914
|
2.17K
$545K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.81% |
$608 - $914
|
499
$125K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
4+ 12.5% |
$608 - $914
|
36
$9.02K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3New |
$456 - $686
|
3
$752
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3New |
$456 - $686
|
3
$752
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 42.86% |
$456 - $686
|
10
$2.51K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
2+ 0.01% |
$304 - $457
|
25K
$6.26M
|
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2+ 3.45% |
$304 - $457
|
60
$15K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1New |
$152 - $229
|
1
$251
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1New |
$152 - $229
|
1
$251
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1+ 0.0% |
$152 - $229
|
28.2K
$7.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1+ 1.89% |
$152 - $229
|
54
$13.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 50.0% |
$152 - $229
|
1
$251
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2- 3.85% |
$304 - $457
|
50
$12.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-11- 78.57% |
$1.67K - $2.51K
|
3
$752
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-15- 78.95% |
$2.28K - $3.43K
|
4
$1K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-18- 45.0% |
$2.73K - $4.11K
|
22
$5.51K
|
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-20- 0.58% |
$3.04K - $4.57K
|
3.41K
$855K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-29- 1.76% |
$4.4K - $6.63K
|
1.62K
$407K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-30- 2.61% |
$4.56K - $6.86K
|
1.12K
$281K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
SELL
|
- |
-46- 70.77% |
$6.99K - $10.5K
|
19
$4.76K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-52- 48.6% |
$7.9K - $11.9K
|
55
$13.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-54- 58.06% |
$8.2K - $12.3K
|
39
$9.77K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-56- 72.73% |
$8.51K - $12.8K
|
21
$5.26K
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-64- 0.19% |
$9.72K - $14.6K
|
32.9K
$8.25M
|
|
|
May 17, 2023
Q4 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-100- 1.82% |
$15.2K - $22.9K
|
5.4K
$1.35M
|
|
|
Jan 24, 2023
Q4 2022
|
Oak Ridge Investments LLC
|
SELL
|
- |
-171- 2.07% |
$26K - $39.1K
|
8.08K
$2.02M
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-193- 12.68% |
$29.3K - $44.1K
|
1.33K
$333K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-194- 5.48% |
$29.5K - $44.3K
|
3.35K
$839K
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-207- 6.21% |
$31.4K - $47.3K
|
3.13K
$783K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-240- 1.4% |
$36.5K - $54.8K
|
16.9K
$4.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-250- 2.46% |
$38K - $57.1K
|
9.91K
$2.48M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
SELL
|
- |
-288- 5.86% |
$43.7K - $65.8K
|
4.63K
$1.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-296- 16.71% |
$45K - $67.6K
|
1.48K
$370K
|