Latest Institutional Transactions on Palomar Holdings, Inc. (PLMR)
This table provides information on the latest institutional transactions involving Palomar Holdings, Inc. (PLMR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
5New |
$355 - $469
|
5
$749
|
|
|
Nov 12, 2021
Q3 2021
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-59.3KClosed |
$4.21M - $5.56M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-178KClosed |
$12.6M - $16.7M
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.3KNew |
$92.3K - $122K
|
1.3K
$195K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
3KNew |
$189K - $240K
|
3K
$449K
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
3.05KNew |
$192K - $243K
|
3.05K
$456K
|
|
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-40.8KClosed |
$2.57M - $3.26M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-18KClosed |
$1.13M - $1.44M
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.72KClosed |
$486K - $617K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-4.7KClosed |
$296K - $375K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Dupont Capital Management Corp
|
SELL
|
- |
-3.24KClosed |
$204K - $258K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-106KClosed |
$6.59M - $11.9M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
82.4KNew |
$5.14M - $9.27M
|
82.4K
$12.3M
|
|
|
May 14, 2021
Q1 2021
|
Mackay Shields LLC
|
SELL
|
- |
-2.5KClosed |
$156K - $281K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Thornburg Investment Management Inc
|
SELL
|
- |
-147KClosed |
$9.18M - $16.6M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-682Closed |
$42.5K - $76.7K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-8.09KClosed |
$504K - $910K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-5.38KClosed |
$335K - $605K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Profund Advisors LLC
|
SELL
|
- |
-2.52KClosed |
$157K - $283K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Brant Point Investment Management LLC
New York, NY |
SELL
|
- |
-10.4KClosed |
$647K - $1.17M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-78Closed |
$4.86K - $8.77K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-2.77KClosed |
$173K - $312K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Cim, LLC
|
SELL
|
- |
-2.4KClosed |
$150K - $270K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Royce & Associates LP
|
SELL
|
- |
-185KClosed |
$11.6M - $20.8M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.28KClosed |
$142K - $256K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
United Maritime Capital LLC
New York, NY |
SELL
|
- |
-320Closed |
$20K - $36K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-15Closed |
$935 - $1.69K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-40Closed |
$2.49K - $4.5K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-9Closed |
$561 - $1.01K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-500Closed |
$31.2K - $56.2K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-23Closed |
$1.43K - $2.59K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-10Closed |
$624 - $1.12K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-2.5KClosed |
$156K - $281K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Veriti Management LLC
|
SELL
|
- |
-616Closed |
$38.4K - $69.3K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 20, 2025
Q4 2020
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-1.95KClosed |
$129K - $212K
|
0
$0
|
|
|
Aug 30, 2024
Q4 2020
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-85Closed |
$5.6K - $9.25K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
10New |
$659 - $1.09K
|
10
$1.5K
|
|
|
Feb 16, 2021
Q4 2020
|
Blackstone Inc
New York, NY |
SELL
|
- |
-75KClosed |
$4.94M - $8.16M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-3.61KClosed |
$238K - $392K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-18.1KClosed |
$1.19M - $1.97M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-6.03KClosed |
$398K - $657K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-1.93KClosed |
$127K - $210K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-12.8KClosed |
$842K - $1.39M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-13.1KClosed |
$861K - $1.42M
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-10.4KClosed |
$683K - $1.13M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-26Closed |
$1.71K - $2.83K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.05KClosed |
$201K - $332K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Telemus Capital, LLC
|
SELL
|
- |
-5KClosed |
$330K - $544K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-18Closed |
$1.19K - $1.96K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-3.96KClosed |
$261K - $430K
|
0
$0
|
|