Purchases and Sales Made in Q4 2023 in Insulet Corp (PODD)
This table provides information about the institutional ownership of Insulet Corp (PODD) during Q4 2023. The information is specifically focused on institutions that hold shares of INSULET CORP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
27New |
$3.45K - $5.98K
|
27
$7.09K
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
27New |
$3.45K - $5.98K
|
27
$7.09K
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
27+ 168.75% |
$3.45K - $5.98K
|
43
$11.3K
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
26+ 0.21% |
$3.32K - $5.76K
|
12.2K
$3.21M
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
26New |
$3.32K - $5.76K
|
26
$6.83K
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
24New |
$3.07K - $5.31K
|
24
$6.3K
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
22New |
$2.81K - $4.87K
|
22
$5.78K
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
22+ 1100.0% |
$2.81K - $4.87K
|
24
$6.3K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
15+ 30.61% |
$1.92K - $3.32K
|
64
$16.8K
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
15+ 26.79% |
$1.92K - $3.32K
|
71
$18.6K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
13+ 2.87% |
$1.66K - $2.88K
|
466
$122K
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
12+ 200.0% |
$1.53K - $2.66K
|
18
$4.73K
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
12New |
$1.53K - $2.66K
|
12
$3.15K
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
12+ 11.11% |
$1.53K - $2.66K
|
120
$31.5K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
11+ 25.0% |
$1.41K - $2.44K
|
55
$14.4K
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
11+ 0.42% |
$1.41K - $2.44K
|
2.64K
$692K
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
11+ 73.33% |
$1.41K - $2.44K
|
26
$6.83K
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
11+ 73.33% |
$1.41K - $2.44K
|
26
$6.83K
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
10+ 0.21% |
$1.28K - $2.21K
|
4.82K
$1.27M
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8+ 0.35% |
$1.02K - $1.77K
|
2.27K
$597K
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
8New |
$1.02K - $1.77K
|
8
$2.1K
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 350.0% |
$894 - $1.55K
|
9
$2.36K
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
7New |
$894 - $1.55K
|
7
$1.84K
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6+ 3.95% |
$767 - $1.33K
|
158
$41.5K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
6+ 0.27% |
$767 - $1.33K
|
2.21K
$580K
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
6New |
$767 - $1.33K
|
6
$1.58K
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
6New |
$767 - $1.33K
|
6
$1.58K
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
6+ 40.0% |
$767 - $1.33K
|
21
$5.51K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
5New |
$639 - $1.11K
|
5
$1.31K
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
5New |
$639 - $1.11K
|
5
$1.31K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5New |
$639 - $1.11K
|
5
$1.31K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
4New |
$511 - $886
|
4
$1.05K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
4+ 12.12% |
$511 - $886
|
37
$9.72K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4+ 133.33% |
$511 - $886
|
7
$1.84K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4New |
$511 - $886
|
4
$1.05K
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
3+ 100.0% |
$383 - $664
|
6
$1.58K
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
3+ 2.56% |
$383 - $664
|
120
$31.5K
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3New |
$383 - $664
|
3
$788
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3New |
$383 - $664
|
3
$788
|
|
Feb 13, 2024
Q4 2023
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
BUY
|
- |
3+ 0.01% |
$383 - $664
|
42K
$11M
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3New |
$383 - $664
|
3
$788
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
2+ 0.84% |
$256 - $443
|
240
$63K
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2New |
$256 - $443
|
2
$525
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2New |
$256 - $443
|
2
$525
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1+ 7.14% |
$128 - $221
|
15
$3.94K
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$128 - $221
|
1
$263
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
1+ 0.04% |
$128 - $221
|
2.73K
$716K
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1New |
$128 - $221
|
1
$263
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 33.33% |
$128 - $221
|
4
$1.05K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1New |
$128 - $221
|
1
$263
|