Latest Institutional Transactions on Personalis, Inc. (PSNL)
This table provides information on the latest institutional transactions involving Personalis, Inc. (PSNL) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-350Closed |
$2.65K - $5.01K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-35Closed |
$428 - $744
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.02KClosed |
$12.4K - $21.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Heights Asset Management LLC
|
BUY
|
- |
50K+ 19.23% |
$612K - $1.06M
|
310K
$2.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Pura Vida Investments, LLC
New York, NY |
SELL
|
- |
-480KClosed |
$5.87M - $10.2M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-59Closed |
$722 - $1.25K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-13.5KClosed |
$165K - $287K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-18KClosed |
$220K - $381K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Pier Capital, LLC
Stamford, CT |
SELL
|
- |
-303KClosed |
$3.71M - $6.43M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-114KClosed |
$1.4M - $2.43M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
10.2KNew |
$125K - $217K
|
10.2K
$79.9K
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-20.3KClosed |
$249K - $432K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-23.8KClosed |
$291K - $506K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
SELL
|
- |
-24- 0.11% |
$294 - $510
|
22K
$172K
|
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
SELL
|
- |
-4.13KClosed |
$50.6K - $87.8K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-750Closed |
$9.18K - $15.9K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
SELL
|
PUT |
-100Closed |
$1.22K - $2.13K
|
0
$0
|
|
|
Jan 07, 2022
Q4 2021
|
Vigilare Wealth Management
|
SELL
|
- |
-10.4KClosed |
$128K - $222K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 14, 2022
Q3 2021
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
99.8KNew |
$1.67M - $2.6M
|
99.8K
$779K
|
|
|
Nov 16, 2021
Q3 2021
|
Adirondack Trust CO
|
SELL
|
- |
-75Closed |
$1.25K - $1.95K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-126- 61.17% |
$2.1K - $3.28K
|
80
$625
|
|
|
Nov 15, 2021
Q3 2021
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
CALL |
-1KClosed |
$16.7K - $26.1K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.1KClosed |
$135K - $211K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Parian Global Management LP
Pound Ridge, NY |
SELL
|
- |
-112KClosed |
$1.86M - $2.91M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Rtw Investments, LP
New York, NY |
SELL
|
- |
-128KClosed |
$2.13M - $3.32M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Tekla Capital Management LLC
|
SELL
|
- |
-180KClosed |
$3M - $4.68M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Arizona State Retirement System
|
SELL
|
- |
-8.91KClosed |
$149K - $232K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-25.2KClosed |
$420K - $656K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-20.4KClosed |
$340K - $531K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-30Closed |
$501 - $782
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-32Closed |
$534 - $834
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Dupont Capital Management Corp
|
SELL
|
- |
-33.6KClosed |
$561K - $875K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Victory Capital Management Inc
|
SELL
|
- |
-11.6KClosed |
$194K - $303K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-8KClosed |
$134K - $208K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
16.5KNew |
$276K - $430K
|
16.5K
$129K
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-9.52KClosed |
$159K - $248K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jan 27, 2023
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-500- 4.17% |
$9.08K - $13.9K
|
11.5K
$89.8K
|
|
|
Jan 28, 2022
Q2 2021
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-13.8KClosed |
$250K - $383K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
77.5KNew |
$1.41M - $2.15M
|
77.5K
$605K
|
|
|
Aug 16, 2021
Q2 2021
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-13KClosed |
$236K - $361K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-64KClosed |
$1.16M - $1.78M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-18.5KClosed |
$336K - $514K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Sectoral Asset Management Inc
Montreal, A8 |
SELL
|
- |
-121KClosed |
$2.19M - $3.34M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-48.2KClosed |
$875K - $1.34M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Aigen Investment Management, LP
|
SELL
|
- |
-13.3KClosed |
$242K - $370K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Premier Fund Managers LTD
|
SELL
|
- |
-150KClosed |
$2.72M - $4.17M
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-392Closed |
$7.11K - $10.9K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-514Closed |
$9.33K - $14.3K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-800Closed |
$14.5K - $22.2K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Cutler Group LP
|
BUY
|
- |
354+ 242.47% |
$6.43K - $9.82K
|
500
$3.91K
|
|