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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1+ 100.0% |
$130 - $176
|
2
$259
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
261+ 65.58% |
$33.9K - $45.8K
|
659
$85.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
16New |
$2.08K - $2.81K
|
16
$2.08K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-635- 21.45% |
$82.5K - $112K
|
2.33K
$302K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
291New |
$37.8K - $51.1K
|
291
$37.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1- 5.88% |
$130 - $176
|
16
$2.08K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-4K- 52.46% |
$520K - $703K
|
3.63K
$470K
|
|
|
Jul 14, 2025
Q2 2025
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
14.9KNew |
$1.93M - $2.61M
|
14.9K
$1.93M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-79- 23.51% |
$10.3K - $13.9K
|
257
$33.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
4New |
$520 - $703
|
4
$519
|
|
|
Jul 11, 2025
Q2 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-23.1K- 69.37% |
$3M - $4.06M
|
10.2K
$1.32M
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-1.04K- 43.27% |
$135K - $182K
|
1.36K
$176K
|
|
|
Jul 07, 2025
Q2 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
1.45KNew |
$188K - $255K
|
1.45K
$188K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-118- 69.41% |
$15.3K - $20.7K
|
52
$6.75K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4K+ 171.62% |
$406K - $548K
|
6.33K
$821K
|
|
|
May 15, 2025
Q1 2025
|
New Vernon Investment Management LLC
Highland Park, IL |
BUY
|
- |
2.33K+ 13.29% |
$236K - $319K
|
19.8K
$2.57M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
73New |
$7.41K - $10K
|
73
$9.47K
|
|
|
May 15, 2025
Q1 2025
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-15.5K- 48.06% |
$1.57M - $2.12M
|
16.7K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-77- 2.61% |
$7.82K - $10.6K
|
2.88K
$373K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.14K+ 14.39% |
$116K - $157K
|
9.08K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
6.1KNew |
$619K - $836K
|
6.1K
$791K
|
|
|
May 15, 2025
Q1 2025
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-3.15K- 54.07% |
$319K - $431K
|
2.67K
$346K
|
|
|
May 15, 2025
Q1 2025
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
1.13K+ 13.1% |
$115K - $155K
|
9.74K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
1.5KNew |
$152K - $206K
|
1.5K
$195K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Investments, LLC
|
SELL
|
- |
-171- 0.62% |
$17.4K - $23.4K
|
27.3K
$3.54M
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.63KNew |
$165K - $223K
|
1.63K
$211K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8.57K+ 3912.33% |
$870K - $1.17M
|
8.79K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-79- 94.05% |
$8.02K - $10.8K
|
5
$649
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
1.77KNew |
$180K - $243K
|
1.77K
$230K
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
1.5KNew |
$152K - $205K
|
1.5K
$194K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
600New |
$60.9K - $82.2K
|
600
$77.8K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
22New |
$2.23K - $3.02K
|
22
$2.85K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.49KNew |
$151K - $204K
|
1.49K
$193K
|
|
|
May 13, 2025
Q1 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-26.8K- 82.23% |
$2.72M - $3.67M
|
5.79K
$751K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
117New |
$11.9K - $16K
|
117
$15.2K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.56KNew |
$259K - $350K
|
2.56K
$331K
|
|
|
May 09, 2025
Q1 2025
|
Jupiter Asset Management LTD
|
BUY
|
- |
800+ 0.84% |
$81.2K - $110K
|
95.6K
$12.4M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5+ 125.0% |
$508 - $685
|
9
$1.17K
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
60New |
$6.09K - $8.22K
|
60
$7.78K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.56KNew |
$259K - $350K
|
2.56K
$331K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.63KNew |
$166K - $224K
|
1.63K
$212K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
4+ 22.22% |
$406 - $548
|
22
$2.85K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-22- 52.38% |
$2.23K - $3.02K
|
20
$2.59K
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
99+ 3.93% |
$10K - $13.6K
|
2.62K
$339K
|
|
|
Apr 30, 2025
Q1 2025
|
Robeco Schweiz Ag
|
BUY
|
- |
32.5KNew |
$3.3M - $4.46M
|
32.5K
$4.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
9.68KNew |
$983K - $1.33M
|
9.68K
$1.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1New |
$102 - $137
|
1
$130
|
|
|
Apr 24, 2025
Q1 2025
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
57.9KNew |
$5.87M - $7.93M
|
57.9K
$7.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
13New |
$1.32K - $1.78K
|
13
$1.69K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
6.68KNew |
$678K - $916K
|
6.68K
$867K
|
|