Institutional Ownership Inovio Pharmaceuticals, Inc. (INO)
This table provides information about the institutional ownership of Inovio Pharmaceuticals, Inc. (INO). We have compiled data on the 10 institutions that hold shares in the stock, with a total of 280,672 shares, which have been reported (via 13F filing form) to have a value of $1.13 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
148,392
shares
|
$589,116
0.0% of portfolio
|
Q2 2023
Reduced 66.26%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
86,366
shares
|
$342,873
0.0% of portfolio
|
Q1 2023
Added 38.85%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
16,666
shares
|
$66,164
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
14,383
shares
|
$57,100
0.0% of portfolio
|
Q2 2023
Added 0.24%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
11,300
shares
|
$44,861
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,100
shares
|
$4,367
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,000
shares
|
$3,970
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
900
shares
|
$3,573
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
365
shares
|
$1,449
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
200
shares
|
$794
0.0% of portfolio
|
Q2 2022
New holding
|