Purchases and Sales Made in Q4 2024 in Penumbra Inc (PEN)
This table provides information about the institutional ownership of Penumbra Inc (PEN) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
75+ 25.0% |
$14.3K - $19K
|
375
$102K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
72+ 4.76% |
$13.7K - $18.3K
|
1.58K
$429K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
70+ 57.38% |
$13.4K - $17.8K
|
192
$52.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
70New |
$13.4K - $17.8K
|
70
$19K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
61+ 5.44% |
$11.6K - $15.5K
|
1.18K
$321K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
61+ 3.73% |
$11.6K - $15.5K
|
1.7K
$460K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
57+ 1.01% |
$10.9K - $14.5K
|
5.72K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
53+ 1.62% |
$10.1K - $13.4K
|
3.33K
$903K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
46New |
$8.78K - $11.7K
|
46
$12.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
45New |
$8.59K - $11.4K
|
45
$12.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
41+ 3.84% |
$7.83K - $10.4K
|
1.11K
$300K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
39+ 6.58% |
$7.45K - $9.89K
|
632
$171K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
39+ 216.67% |
$7.45K - $9.89K
|
57
$15.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
35New |
$6.68K - $8.88K
|
35
$9.49K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
31New |
$5.92K - $7.86K
|
31
$8.41K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
27+ 42.86% |
$5.16K - $6.85K
|
90
$24.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
25New |
$4.77K - $6.34K
|
25
$6.78K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23+ 0.77% |
$4.39K - $5.83K
|
3.01K
$815K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23+ 1.33% |
$4.39K - $5.83K
|
1.76K
$476K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
22+ 1.23% |
$4.2K - $5.58K
|
1.81K
$489K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
22+ 15.6% |
$4.2K - $5.58K
|
163
$44.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
20+ 1.9% |
$3.82K - $5.07K
|
1.07K
$290K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
19+ 9.31% |
$3.63K - $4.82K
|
223
$60.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
19+ 22.89% |
$3.63K - $4.82K
|
102
$27.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
18+ 7.03% |
$3.44K - $4.57K
|
274
$74.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
18+ 23.68% |
$3.44K - $4.57K
|
94
$25.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
14+ 0.12% |
$2.67K - $3.55K
|
11.5K
$3.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
14+ 21.21% |
$2.67K - $3.55K
|
80
$21.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
14New |
$2.67K - $3.55K
|
14
$3.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11New |
$2.1K - $2.79K
|
11
$2.98K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
11+ 8.94% |
$2.1K - $2.79K
|
134
$36.3K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
9+ 6.67% |
$1.72K - $2.28K
|
144
$39K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
8New |
$1.53K - $2.03K
|
8
$2.17K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
7+ 0.21% |
$1.34K - $1.78K
|
3.28K
$890K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
6+ 0.11% |
$1.15K - $1.52K
|
5.23K
$1.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
4+ 44.44% |
$764 - $1.01K
|
13
$3.52K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3New |
$573 - $761
|
3
$813
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 300.0% |
$573 - $761
|
4
$1.08K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 50.0% |
$191 - $254
|
1
$271
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 1.56% |
$191 - $254
|
63
$17.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1- 11.11% |
$191 - $254
|
8
$2.17K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-4- 0.12% |
$764 - $1.01K
|
3.24K
$878K
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-6- 0.15% |
$1.15K - $1.52K
|
4.06K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-6- 25.0% |
$1.15K - $1.52K
|
18
$4.88K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-8- 1.92% |
$1.53K - $2.03K
|
408
$111K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-8- 0.38% |
$1.53K - $2.03K
|
2.11K
$572K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-10- 0.27% |
$1.91K - $2.54K
|
3.76K
$1.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10- 6.67% |
$1.91K - $2.54K
|
140
$38K
|