Purchases and Sales Made in Q1 2021 in Inovio Pharmaceuticals, Inc. (INO)
This table provides information about the institutional ownership of Inovio Pharmaceuticals, Inc. (INO) during Q1 2021. The information is specifically focused on institutions that hold shares of INOVIO PHARMACEUTICALS, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 17, 2021
Q1 2021
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
506+ 1.79% |
$4.46K - $8.58K
|
28.8K
$38.4K
|
|
|
May 17, 2021
Q1 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
500+ 400.0% |
$4.41K - $8.48K
|
625
$831
|
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
409+ 40.9% |
$3.6K - $6.94K
|
1.41K
$1.87K
|
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
300New |
$2.64K - $5.09K
|
300
$399
|
|
|
May 14, 2021
Q1 2021
|
Horan Securities, Inc.
|
BUY
|
- |
285+ 41.91% |
$2.51K - $4.83K
|
965
$1.28K
|
|
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
276New |
$2.43K - $4.68K
|
276
$367
|
|
|
May 05, 2021
Q1 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
250New |
$2.2K - $4.24K
|
250
$333
|
|
|
Apr 15, 2021
Q1 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
249New |
$2.19K - $4.22K
|
249
$331
|
|
|
Apr 29, 2021
Q1 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
190New |
$1.67K - $3.22K
|
190
$253
|
|
|
Feb 08, 2022
Q1 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
123New |
$1.08K - $2.09K
|
123
$164
|
|
|
Apr 30, 2021
Q1 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
115+ 164.29% |
$1.01K - $1.95K
|
185
$246
|
|
|
May 13, 2021
Q1 2021
|
Concord Wealth Partners
|
BUY
|
- |
104New |
$916 - $1.76K
|
104
$138
|
|
|
May 03, 2021
Q1 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
100+ 5.0% |
$881 - $1.7K
|
2.1K
$2.79K
|
|
|
May 03, 2021
Q1 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
90+ 28.21% |
$793 - $1.53K
|
409
$544
|
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
50+ 100.0% |
$441 - $848
|
100
$133
|
|
|
May 05, 2021
Q1 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
50New |
$441 - $848
|
50
$66.5
|
|
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
40New |
$352 - $678
|
40
$53.2
|
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17New |
$150 - $288
|
17
$22.6
|
|
|
Apr 23, 2021
Q1 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
6+ 1.78% |
$52.9 - $102
|
344
$458
|
|
|
Apr 23, 2021
Q1 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1+ 0.03% |
$8.81 - $17
|
3.26K
$4.34K
|
|
|
Apr 14, 2021
Q1 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 0.4% |
$8.81 - $17
|
250
$333
|
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-23Closed |
$203 - $390
|
0
$0
|
|
|
Apr 09, 2021
Q1 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-39Closed |
$344 - $661
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-40Closed |
$352 - $678
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-50Closed |
$441 - $848
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-91Closed |
$802 - $1.54K
|
0
$0
|
|
|
May 26, 2021
Q1 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-100Closed |
$881 - $1.7K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-100Closed |
$881 - $1.7K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Accel Wealth Management
|
SELL
|
- |
-100Closed |
$881 - $1.7K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-109- 5.36% |
$960 - $1.85K
|
1.93K
$2.56K
|
|
|
May 12, 2021
Q1 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-141Closed |
$1.24K - $2.39K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-145Closed |
$1.28K - $2.46K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-150Closed |
$1.32K - $2.54K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-154Closed |
$1.36K - $2.61K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
New Square Capital LLC
|
SELL
|
- |
-160Closed |
$1.41K - $2.71K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-168Closed |
$1.48K - $2.85K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-191- 1.21% |
$1.68K - $3.24K
|
15.5K
$20.7K
|
|
|
May 10, 2021
Q1 2021
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-250- 1.41% |
$2.2K - $4.24K
|
17.5K
$23.2K
|
|
|
Apr 19, 2021
Q1 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-337Closed |
$2.97K - $5.72K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-372- 7.09% |
$3.28K - $6.31K
|
4.88K
$6.49K
|
|
|
May 03, 2021
Q1 2021
|
Costello Asset Management, Inc
|
SELL
|
- |
-500- 61.35% |
$4.41K - $8.48K
|
315
$419
|
|
|
May 12, 2021
Q1 2021
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-500Closed |
$4.41K - $8.48K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Cutler Group LP
|
SELL
|
- |
-531- 15.48% |
$4.68K - $9.01K
|
2.9K
$3.86K
|
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-588- 2.4% |
$5.18K - $9.97K
|
23.9K
$31.8K
|
|
|
May 07, 2021
Q1 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-750Closed |
$6.61K - $12.7K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-762- 6.31% |
$6.71K - $12.9K
|
11.3K
$15K
|
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1K- 66.67% |
$8.81K - $17K
|
500
$665
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.34KClosed |
$11.8K - $22.6K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.68K- 73.78% |
$14.8K - $28.5K
|
597
$794
|
|
|
May 10, 2021
Q1 2021
|
Beck Bode, LLC
|
SELL
|
- |
-1.91KClosed |
$16.8K - $32.4K
|
0
$0
|