Latest Institutional Transactions on Inovio Pharmaceuticals, Inc. (INO)
This table provides information on the latest institutional transactions involving Inovio Pharmaceuticals, Inc. (INO) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2020
Q3 2020
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-500Closed |
$4.79K - $13.5K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1KClosed |
$9.57K - $27.1K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
1KNew |
$9.57K - $27.1K
|
1K
$1.91K
|
|
|
Nov 03, 2020
Q3 2020
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-200Closed |
$1.91K - $5.41K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-584KClosed |
$5.59M - $15.8M
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-592KClosed |
$5.67M - $16M
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-771KClosed |
$7.38M - $20.9M
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-11.4KClosed |
$109K - $309K
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-100Closed |
$957 - $2.71K
|
0
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-103Closed |
$986 - $2.79K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-383Closed |
$3.67K - $10.4K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Sound Income Strategies, LLC
|
SELL
|
- |
-500Closed |
$4.79K - $13.5K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Clarus Wealth Advisors
|
SELL
|
- |
-18KClosed |
$173K - $488K
|
0
$0
|
|
|
Oct 07, 2020
Q3 2020
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-16.1KClosed |
$154K - $435K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Optimum Investment Advisors
|
SELL
|
- |
-1.2KClosed |
$11.5K - $32.5K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 17, 2020
Q2 2020
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-21KClosed |
$150K - $666K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.42KClosed |
$10.1K - $45K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-11.6KClosed |
$82.5K - $366K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-30KClosed |
$214K - $951K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Vr Adviser, LLC
New York, NY |
SELL
|
- |
-2.9MClosed |
$20.7M - $91.9M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Ikarian Capital, LLC
Dallas, TX |
SELL
|
PUT |
-250KClosed |
$1.79M - $7.92M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
1KNew |
$7.14K - $31.7K
|
1K
$1.91K
|
|
|
Aug 12, 2020
Q2 2020
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-114Closed |
$814 - $3.61K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Column Capital Advisors, LLC
|
SELL
|
- |
-396Closed |
$2.83K - $12.5K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
3.45KNew |
$24.6K - $109K
|
3.45K
$6.59K
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-200Closed |
$1.43K - $6.34K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-11KClosed |
$78.5K - $349K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
23.4KNew |
$167K - $742K
|
23.4K
$44.7K
|
|
|
Jul 30, 2020
Q2 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
CALL |
-1KClosed |
$7.14K - $31.7K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Focused Wealth Management, Inc
|
SELL
|
- |
-250Closed |
$1.79K - $7.92K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
365New |
$2.61K - $11.6K
|
365
$697
|
|
|
Jul 10, 2020
Q2 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
73New |
$521 - $2.31K
|
73
$139
|
|
| Q1 2020 | |||||||
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-300KClosed |
$894K - $4.23M
|
0
$0
|
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
300New |
$894 - $4.23K
|
300
$573
|
|
|
May 15, 2020
Q1 2020
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1KNew |
$2.98K - $14.1K
|
1K
$1.91K
|
|
|
May 14, 2020
Q1 2020
|
S.A. Mason LLC
|
SELL
|
- |
-4K- 51.61% |
$11.9K - $56.4K
|
3.75K
$7.16K
|
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1KClosed |
$2.98K - $14.1K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-15KClosed |
$44.7K - $211K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-16.9KClosed |
$50.4K - $238K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Pittenger & Anderson Inc
|
SELL
|
- |
-3KClosed |
$8.94K - $42.3K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
500New |
$1.49K - $7.05K
|
500
$955
|
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-300Closed |
$894 - $4.23K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
75New |
$224 - $1.06K
|
75
$143
|
|
|
Apr 17, 2020
Q1 2020
|
Country Trust Bank
|
BUY
|
- |
1.21KNew |
$3.61K - $17K
|
1.21K
$2.31K
|
|
|
Apr 17, 2020
Q1 2020
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-20.3KClosed |
$60.3K - $285K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
100New |
$298 - $1.41K
|
100
$191
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-9KClosed |
$17.7K - $33.5K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-34.4KClosed |
$67.8K - $128K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
CALL |
-13.5KClosed |
$26.6K - $50.2K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-11KClosed |
$21.7K - $40.9K
|
0
$0
|
|