Institutional Ownership Privia Health Group, Inc. (PRVA)
This table provides information about the institutional ownership of Privia Health Group, Inc. (PRVA). We have compiled data on the 240 institutions that hold shares in the stock, with a total of 92.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
970
shares
|
$18,420
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
965
shares
|
$18,325
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
964
shares
|
$18,306
0.0% of portfolio
|
Q2 2024
Added 207.01%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2024 Q2 2024 |
735
shares
|
$13,957
0.0% of portfolio
|
Q2 2024
Reduced 96.92%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
623
shares
|
$11,830
0.0% of portfolio
|
Q4 2023
Added 60.15%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
592
shares
|
$11,242
0.0% of portfolio
|
Q3 2024
Added 26.23%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
542
shares
|
$10,292
0.0% of portfolio
|
Q2 2024
Added 3.24%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
464
shares
|
$8,811
0.01% of portfolio
|
Q3 2024
Reduced 90.18%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
441
shares
|
$8,374
0.0% of portfolio
|
Q3 2024
Reduced 14.04%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Aug 14, 2024 Q2 2024 |
441
shares
|
$8,374
0.0% of portfolio
|
Q2 2024
Added 130.89%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 19, 2024 Q2 2024 |
429
shares
|
$8,146
0.0% of portfolio
|
Q1 2024
Added 70.92%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
358
shares
|
$6,798
0.01% of portfolio
|
Q1 2022
Added 1604.76%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
300
shares
|
$5,696
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
281
shares
|
$5,336
0.0% of portfolio
|
Q3 2023
Added 22.71%
|
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
274
shares
|
$5,203
0.0% of portfolio
|
Q2 2024
Reduced 51.25%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
241
shares
|
$4,576
0.0% of portfolio
|
Q3 2024
Added 186.9%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
225
shares
|
$4,272
0.0% of portfolio
|
Q3 2024
Added 19.68%
|
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
215
shares
|
$4,082
0.0% of portfolio
|
Q2 2024
Added 62.88%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Aug 14, 2024 Q2 2024 |
196
shares
|
$3,722
0.0% of portfolio
|
Q2 2024
Reduced 98.99%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
161
shares
|
$3,057
0.0% of portfolio
|
Q3 2024
Reduced 74.57%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 13, 2024 Q2 2024 |
160
shares
|
$3,038
0.0% of portfolio
|
Q2 2024
Reduced 57.1%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
106
shares
|
$2,012
0.0% of portfolio
|
Q3 2023
Added 21.84%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
85
shares
|
$1,614
0.0% of portfolio
|
Q3 2024
Added 466.67%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
83
shares
|
$1,576
0.0% of portfolio
|
Q3 2024
Reduced 20.19%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
76
shares
|
$1,443
0.0% of portfolio
|
Q2 2024
New holding
|