Purchases and Sales Made in Q4 2024 in Pricesmart Inc (PSMT)
This table provides information about the institutional ownership of Pricesmart Inc (PSMT) during Q4 2024. The information is specifically focused on institutions that hold shares of PRICESMART INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
381+ 48.97% |
$31.7K - $36.9K
|
1.16K
$99.7K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
355+ 13.13% |
$29.5K - $34.4K
|
3.06K
$263K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
326+ 7.53% |
$27.1K - $31.6K
|
4.66K
$401K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
305+ 1.88% |
$25.3K - $29.6K
|
16.5K
$1.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
300+ 0.59% |
$24.9K - $29.1K
|
51.2K
$4.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
298New |
$24.8K - $28.9K
|
298
$25.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
263+ 536.73% |
$21.9K - $25.5K
|
312
$26.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
254+ 11.37% |
$21.1K - $24.6K
|
2.49K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
249+ 7.95% |
$20.7K - $24.1K
|
3.38K
$291K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
245+ 10.25% |
$20.4K - $23.7K
|
2.64K
$227K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
237+ 22.77% |
$19.7K - $23K
|
1.28K
$110K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
219+ 8.39% |
$18.2K - $21.2K
|
2.83K
$243K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
160+ 4.63% |
$13.3K - $15.5K
|
3.61K
$311K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
160New |
$13.3K - $15.5K
|
160
$13.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
140+ 4.83% |
$11.6K - $13.6K
|
3.04K
$261K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
127+ 24.38% |
$10.6K - $12.3K
|
648
$55.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
104+ 4.15% |
$8.64K - $10.1K
|
2.61K
$225K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
102+ 12.39% |
$8.47K - $9.89K
|
925
$79.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
100New |
$8.31K - $9.69K
|
100
$8.61K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
83+ 38.79% |
$6.9K - $8.04K
|
297
$25.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
73New |
$6.06K - $7.08K
|
73
$6.28K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
72+ 110.77% |
$5.98K - $6.98K
|
137
$11.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
72+ 33.18% |
$5.98K - $6.98K
|
289
$24.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
69New |
$5.73K - $6.69K
|
69
$5.94K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
63+ 1.88% |
$5.23K - $6.11K
|
3.41K
$294K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
58+ 2.24% |
$4.82K - $5.62K
|
2.65K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
56+ 1.65% |
$4.65K - $5.43K
|
3.46K
$297K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
49New |
$4.07K - $4.75K
|
49
$4.22K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
48New |
$3.99K - $4.65K
|
48
$4.13K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
47+ 0.63% |
$3.9K - $4.56K
|
7.55K
$649K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
44+ 10.86% |
$3.66K - $4.26K
|
449
$38.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
37+ 32.46% |
$3.07K - $3.59K
|
151
$13K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
36+ 21.95% |
$2.99K - $3.49K
|
200
$17.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
21+ 9.68% |
$1.74K - $2.04K
|
238
$20.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
21New |
$1.74K - $2.04K
|
21
$1.81K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
14+ 2.87% |
$1.16K - $1.36K
|
501
$43.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
14+ 48.28% |
$1.16K - $1.36K
|
43
$3.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
13+ 0.8% |
$1.08K - $1.26K
|
1.65K
$142K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
12+ 0.28% |
$997 - $1.16K
|
4.25K
$366K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
12New |
$997 - $1.16K
|
12
$1.03K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
11+ 1.4% |
$914 - $1.07K
|
798
$68.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
11+ 0.45% |
$914 - $1.07K
|
2.46K
$211K
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
10+ 0.1% |
$831 - $969
|
10.5K
$900K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9New |
$748 - $872
|
9
$774
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
9New |
$748 - $872
|
9
$774
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
8+ 266.67% |
$665 - $775
|
11
$947
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 100.0% |
$582 - $678
|
14
$1.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
7New |
$582 - $678
|
7
$602
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6+ 15.38% |
$498 - $582
|
45
$3.87K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
6+ 0.23% |
$498 - $582
|
2.59K
$223K
|