Patriot Financial Group Insurance Agency, LLC Ishare Morningstar Mid Cap Gro Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 11, 2022	BUY	$58.98 - $72.55 $294 - $362	5 Added 2.62%	196 $13,000
Q2 2021 Jul 30, 2021	BUY	$62.47 - $69.22 $11,307 - $12,528	181 Added 1810.0%	191 $13,000
Q4 2019 Jan 22, 2020	SELL	$39.47 - $44.02 $3,868 - $4,313	-98 Reduced 90.74%	10 $3,000
Q3 2019 Oct 25, 2019	BUY	$40.09 - $43.26 $120 - $129	3 Added 2.86%	108 $26,000
Q2 2019 Aug 07, 2019	BUY	$38.77 - $42.2 $4,070 - $4,431	105 New	105 $27,000

Others Institutions Holding IMCG

# of Institutions

339

Shares Held

17.1M

Call Options Held

Put Options Held

Ameriprise Financial Inc Minneapolis, MN

1.21M
Shares

$97.2 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

987K
Shares

$79.2 Million
0.03% of portfolio
Morgan Stanley New York, NY

794K
Shares

$63.7 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

696K
Shares

$55.9 Million
0.07% of portfolio
Northwestern Mutual Wealth Management CO

603K
Shares

$48.4 Million
0.04% of portfolio

View Full List

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