Institutional Ownership Pricesmart Inc (PSMT)
This table provides information about the institutional ownership of Pricesmart Inc (PSMT). We have compiled data on the 283 institutions that hold shares in the stock, with a total of 21.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
43
shares
|
$3,911
0.0% of portfolio
|
Q4 2024
Added 48.28%
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
35
shares
|
$3,183
0.0% of portfolio
|
Q4 2024
Reduced 99.79%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
29
shares
|
$2,638
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 03, 2025 Q3 2024 |
28
shares
|
$2,547
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
25
shares
|
$2,274
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
25
shares
|
$2,274
0.0% of portfolio
|
Q3 2024
Added 150.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
24
shares
|
$2,183
0.0% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
22
shares
|
$2,001
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
21
shares
|
$1,910
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
18
shares
|
$1,637
0.0% of portfolio
|
Q4 2022
Added 12.5%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
17
shares
|
$1,546
0.0% of portfolio
|
Q3 2024
Reduced 15.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
14
shares
|
$1,273
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
12
shares
|
$1,091
0.0% of portfolio
|
Q3 2024
Added 140.0%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
12
shares
|
$1,091
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
11
shares
|
$1,000
0.0% of portfolio
|
Q4 2024
Added 266.67%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
10
shares
|
$909
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
9
shares
|
$818
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
7
shares
|
$636
0.0% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
6
shares
|
$545
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
5
shares
|
$454
0.0% of portfolio
|
Q4 2023
Reduced 73.68%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
4
shares
|
$363
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
2
shares
|
$181
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1
shares
|
$90
0.0% of portfolio
|
Q2 2023
Reduced 99.18%
|