Latest Institutional Purchases of Palomar Holdings, Inc. (PLMR)
This list provides information on the latest institutional transactions involving Palomar Holdings, Inc. (PLMR) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
38New |
$3.05K - $3.77K
|
38
$4.93K
|
|
|
Nov 13, 2024
Q3 2024
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
15+ 0.94% |
$1.21K - $1.49K
|
1.62K
$209K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
13New |
$1.05K - $1.29K
|
13
$1.69K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2New |
$161 - $198
|
2
$259
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2New |
$161 - $198
|
2
$259
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 20.0% |
$80.4 - $99.2
|
6
$778
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
32.2KNew |
$2.4M - $2.81M
|
32.2K
$4.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
391+ 170.74% |
$29.1K - $34.1K
|
620
$80.4K
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
100New |
$7.44K - $8.71K
|
100
$13K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
37+ 370.0% |
$2.75K - $3.22K
|
47
$6.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
22New |
$1.64K - $1.92K
|
22
$2.85K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
92.1K+ 165.12% |
$5.17M - $7.76M
|
148K
$19.2M
|
|
|
May 15, 2024
Q1 2024
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
17.2KNew |
$967K - $1.45M
|
17.2K
$2.24M
|
|
|
May 13, 2024
Q1 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
5.36KNew |
$300K - $451K
|
5.36K
$695K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
4.25KNew |
$239K - $358K
|
4.25K
$552K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.24KNew |
$182K - $273K
|
3.24K
$420K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.68KNew |
$151K - $226K
|
2.68K
$348K
|
|
|
Jul 09, 2025
Q1 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
1KNew |
$56.1K - $84.3K
|
1K
$130K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
761+ 3.02% |
$42.7K - $64.1K
|
25.9K
$3.37M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
210New |
$11.8K - $17.7K
|
210
$27.2K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
44New |
$2.47K - $3.71K
|
44
$5.71K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
26New |
$1.46K - $2.19K
|
26
$3.37K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
14New |
$785 - $1.18K
|
14
$1.82K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
11New |
$617 - $927
|
11
$1.43K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$56.1 - $84.3
|
1
$130
|
|
| Q4 2023 | |||||||
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
BUY
|
- |
3.85KNew |
$187K - $244K
|
3.85K
$499K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3.2KNew |
$156K - $203K
|
3.2K
$415K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
3.06KNew |
$149K - $194K
|
3.06K
$397K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
2.04KNew |
$99.2K - $129K
|
2.04K
$265K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
546New |
$26.5K - $34.6K
|
546
$70.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
62New |
$3.01K - $3.93K
|
62
$8.04K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
44New |
$2.14K - $2.79K
|
44
$5.71K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
26New |
$1.26K - $1.65K
|
26
$3.37K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
7New |
$340 - $444
|
7
$908
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Owls Nest Partners Ia, LLC
Chadds Ford, PA |
BUY
|
- |
16K+ 82.05% |
$781K - $971K
|
35.5K
$4.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
116New |
$5.66K - $7.04K
|
116
$15K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
9New |
$439 - $546
|
9
$1.17K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
8New |
$390 - $486
|
8
$1.04K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
6New |
$293 - $364
|
6
$778
|
|
| Q2 2023 | |||||||
|
Apr 05, 2024
Q2 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
2.1K+ 16.28% |
$98.8K - $126K
|
15K
$1.95M
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
423New |
$19.9K - $25.4K
|
423
$54.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
2New |
$94.1 - $120
|
2
$259
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 33.33% |
$47 - $60.2
|
4
$519
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.65K+ 251.91% |
$76.7K - $101K
|
2.31K
$299K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
206New |
$9.58K - $12.6K
|
206
$26.7K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9New |
$419 - $549
|
9
$1.17K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4New |
$186 - $244
|
4
$519
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
2+ 28.57% |
$93 - $122
|
9
$1.17K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1New |
$46.5 - $61
|
1
$130
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
275KNew |
$12.2M - $25.9M
|
275K
$35.6M
|
|