Latest Institutional Purchases of Precigen, Inc. (PGEN)
This list provides information on the latest institutional transactions involving Precigen, Inc. (PGEN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
502New |
$587 - $813
|
502
$2.31K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
181New |
$212 - $293
|
181
$834
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
165New |
$193 - $267
|
165
$761
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
86New |
$101 - $139
|
86
$396
|
|
|
Jul 18, 2025
Q2 2025
|
Marks Wealth, LLC
|
BUY
|
- |
18+ 0.18% |
$21.1 - $29.2
|
10K
$46.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2+ 0.02% |
$2.34 - $3.24
|
10.2K
$47.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
29KNew |
$31K - $58.8K
|
29K
$134K
|
|
|
May 15, 2025
Q1 2025
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
19.2KNew |
$20.5K - $39K
|
19.2K
$88.5K
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
10.8KNew |
$11.6K - $21.9K
|
10.8K
$49.8K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.63KNew |
$1.74K - $3.3K
|
1.63K
$7.5K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
946New |
$1.01K - $1.92K
|
946
$4.36K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
827New |
$885 - $1.68K
|
827
$3.81K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
565New |
$605 - $1.15K
|
565
$2.6K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
500New |
$535 - $1.01K
|
500
$2.31K
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
250New |
$268 - $507
|
250
$1.15K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
29+ 0.07% |
$31 - $58.9
|
44.4K
$205K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
20New |
$21.4 - $40.6
|
20
$92.2
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
87.6KNew |
$58.7K - $98.1K
|
87.6K
$404K
|
|
|
Feb 12, 2025
Q4 2024
|
Rpo LLC
Stamford, CT |
BUY
|
- |
42.1KNew |
$28.2K - $47.2K
|
42.1K
$194K
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
31.6KNew |
$21.2K - $35.4K
|
31.6K
$146K
|
|
|
Nov 12, 2025
Q4 2024
|
Alpha Advisors, Llc/Va
Richmond, VA |
BUY
|
- |
20.2KNew |
$13.6K - $22.7K
|
20.2K
$93.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
13.1KNew |
$8.81K - $14.7K
|
13.1K
$60.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
12KNew |
$8.04K - $13.4K
|
12K
$55.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5K+ 33.33% |
$3.35K - $5.6K
|
20K
$92.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
175New |
$117 - $196
|
175
$807
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
114KNew |
$104K - $215K
|
114K
$528K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
31KNew |
$28.2K - $58.3K
|
31K
$143K
|
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.81K+ 23.34% |
$1.65K - $3.4K
|
9.56K
$44.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
966+ 1.81% |
$879 - $1.82K
|
54.2K
$250K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
3New |
$2.73 - $5.64
|
3
$13.8
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
2New |
$1.82 - $3.76
|
2
$9.22
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Gmt Capital Corp
Atlanta, GA |
BUY
|
- |
669KNew |
$849K - $1.17M
|
669K
$3.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
30.7KNew |
$39K - $53.8K
|
30.7K
$142K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
20.6KNew |
$26.2K - $36.1K
|
20.6K
$95K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
13.8K+ 2.87% |
$17.5K - $24.1K
|
492K
$2.27M
|
|
|
Oct 27, 2025
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
12.2KNew |
$15.5K - $21.3K
|
12.2K
$56.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
12.2KNew |
$15.5K - $21.3K
|
12.2K
$56.2K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.31K+ 12.24% |
$5.47K - $7.54K
|
39.5K
$182K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.72K+ 2.0% |
$2.18K - $3.01K
|
87.6K
$404K
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.32K+ 39.9% |
$1.67K - $2.31K
|
4.62K
$21.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
690New |
$876 - $1.21K
|
690
$3.18K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
200New |
$254 - $350
|
200
$922
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
99New |
$126 - $173
|
99
$456
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
98New |
$124 - $172
|
98
$452
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Msd Partners, L.P.
New York, NY |
BUY
|
- |
355KNew |
$430K - $621K
|
355K
$1.64M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
253KNew |
$306K - $442K
|
253K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
21.5KNew |
$26K - $37.6K
|
21.5K
$99K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
19KNew |
$22.9K - $33.2K
|
19K
$87.4K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
1.66K+ 141.24% |
$2.01K - $2.91K
|
2.84K
$13.1K
|
|