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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
863New |
$112K - $152K
|
863
$112K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.68KNew |
$219K - $295K
|
1.68K
$218K
|
|
|
Aug 12, 2025
Q2 2025
|
Eam Global Investors LLC
Solana Beach, CA |
SELL
|
- |
-12- 0.03% |
$1.56K - $2.11K
|
35.1K
$4.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-10.9K- 30.62% |
$1.42M - $1.92M
|
24.8K
$3.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.32KNew |
$302K - $408K
|
2.32K
$301K
|
|
|
Aug 12, 2025
Q2 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-500- 25.0% |
$65K - $87.8K
|
1.5K
$195K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
18New |
$2.34K - $3.16K
|
18
$2.33K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-11- 28.21% |
$1.43K - $1.93K
|
28
$3.63K
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-2.51K- 16.15% |
$326K - $440K
|
13K
$1.69M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.58KNew |
$205K - $277K
|
1.58K
$204K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.25KNew |
$813K - $1.1M
|
6.25K
$811K
|
|
|
Aug 11, 2025
Q2 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-418- 24.32% |
$54.3K - $73.4K
|
1.3K
$169K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.83KNew |
$238K - $321K
|
1.83K
$237K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-403- 35.35% |
$52.4K - $70.8K
|
737
$95.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-12.5K- 67.31% |
$1.62M - $2.2M
|
6.07K
$787K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
8New |
$1.04K - $1.41K
|
8
$1.04K
|
|
|
Aug 08, 2025
Q2 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-6.92K- 13.66% |
$900K - $1.22M
|
43.7K
$5.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-28- 0.53% |
$3.64K - $4.92K
|
5.29K
$686K
|
|
|
Aug 08, 2025
Q2 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
SELL
|
- |
-1.6K- 15.54% |
$208K - $281K
|
8.71K
$1.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
121New |
$15.7K - $21.3K
|
121
$15.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
2.66KNew |
$346K - $468K
|
2.66K
$345K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.05KNew |
$267K - $361K
|
2.05K
$266K
|
|
|
Aug 07, 2025
Q2 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
54New |
$7.02K - $9.49K
|
54
$7K
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
BUY
|
- |
1.33KNew |
$172K - $233K
|
1.33K
$172K
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
15New |
$1.95K - $2.64K
|
15
$1.95K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
2New |
$260 - $351
|
2
$259
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
37+ 137.04% |
$4.81K - $6.5K
|
64
$8.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-2.13K- 21.66% |
$277K - $374K
|
7.7K
$999K
|
|
|
Aug 05, 2025
Q2 2025
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-304- 16.95% |
$39.5K - $53.4K
|
1.49K
$193K
|
|
|
Aug 05, 2025
Q2 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
5.25KNew |
$683K - $923K
|
5.25K
$681K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
10New |
$1.3K - $1.76K
|
10
$1.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-17.3K- 24.51% |
$2.25M - $3.04M
|
53.2K
$6.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Australian Super Pty LTD
|
BUY
|
- |
242KNew |
$31.4M - $42.4M
|
242K
$31.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
2.34KNew |
$304K - $411K
|
2.34K
$304K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
1.07K+ 151.98% |
$139K - $188K
|
1.78K
$231K
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
40New |
$5.2K - $7.03K
|
40
$5.19K
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
624+ 8.08% |
$81.1K - $110K
|
8.35K
$1.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-87- 5.13% |
$11.3K - $15.3K
|
1.61K
$209K
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
225+ 1.0% |
$29.2K - $39.5K
|
22.7K
$2.94M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
13New |
$1.69K - $2.28K
|
13
$1.69K
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-289- 4.77% |
$37.6K - $50.8K
|
5.77K
$748K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.43KNew |
$1.1M - $1.48M
|
8.43K
$1.09M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
18.4KNew |
$2.4M - $3.24M
|
18.4K
$2.39M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-14- 23.33% |
$1.82K - $2.46K
|
46
$5.97K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-89.1K- 59.04% |
$11.6M - $15.6M
|
61.8K
$8.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.41KNew |
$184K - $248K
|
1.41K
$183K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-53- 43.8% |
$6.89K - $9.31K
|
68
$8.82K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
700+ 14.0% |
$91K - $123K
|
5.7K
$739K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2New |
$260 - $351
|
2
$259
|
|