Purchases and Sales Made in Q1 2025 in Samsara Inc. (IOT)
This table provides information about the institutional ownership of Samsara Inc. (IOT) during Q1 2025. The information is specifically focused on institutions that hold shares of Samsara Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
61+ 122.0% |
$2.08K - $3.72K
|
111
$4.19K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
55New |
$1.87K - $3.35K
|
55
$2.08K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
37+ 112.12% |
$1.26K - $2.26K
|
70
$2.64K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
31New |
$1.06K - $1.89K
|
31
$1.17K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
28New |
$954 - $1.71K
|
28
$1.06K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
25New |
$852 - $1.52K
|
25
$944
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
20New |
$681 - $1.22K
|
20
$755
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
18+ 120.0% |
$613 - $1.1K
|
33
$1.25K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
17+ 113.33% |
$579 - $1.04K
|
32
$1.21K
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
14New |
$477 - $853
|
14
$529
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
14+ 35.0% |
$477 - $853
|
54
$2.04K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
12New |
$409 - $732
|
12
$453
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
12+ 0.07% |
$409 - $732
|
16.9K
$639K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
10New |
$341 - $610
|
10
$378
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
8+ 0.02% |
$272 - $488
|
37.9K
$1.43M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
8+ 88.89% |
$272 - $488
|
17
$642
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7+ 24.14% |
$238 - $427
|
36
$1.36K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 6.15% |
$136 - $244
|
69
$2.61K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
3New |
$102 - $183
|
3
$113
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 100.0% |
$68.1 - $122
|
4
$151
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$34.1 - $61
|
1
$37.8
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1+ 16.67% |
$34.1 - $61
|
7
$264
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 14.29% |
$34.1 - $61
|
8
$302
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-1- 50.0% |
$34.1 - $61
|
1
$37.8
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2- 0.17% |
$68.1 - $122
|
1.18K
$44.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-4- 33.33% |
$136 - $244
|
8
$302
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-5- 41.67% |
$170 - $305
|
7
$264
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-9- 9.28% |
$307 - $549
|
88
$3.32K
|
|
|
Apr 28, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-10- 0.03% |
$341 - $610
|
33.5K
$1.27M
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
SELL
|
- |
-16- 0.05% |
$545 - $975
|
31.1K
$1.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-36- 0.47% |
$1.23K - $2.19K
|
7.63K
$288K
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-40- 2.49% |
$1.36K - $2.44K
|
1.57K
$59.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-45- 3.88% |
$1.53K - $2.74K
|
1.12K
$42.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-73- 0.77% |
$2.49K - $4.45K
|
9.4K
$355K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-80- 0.46% |
$2.72K - $4.88K
|
17.4K
$657K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-100- 0.73% |
$3.41K - $6.1K
|
13.5K
$511K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-103- 1.53% |
$3.51K - $6.28K
|
6.62K
$250K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-130- 50.0% |
$4.43K - $7.92K
|
130
$4.91K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-172- 0.26% |
$5.86K - $10.5K
|
65.7K
$2.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-200- 1.05% |
$6.81K - $12.2K
|
18.9K
$713K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-215- 12.97% |
$7.32K - $13.1K
|
1.44K
$54.5K
|
|
|
May 13, 2025
Q1 2025
|
Oak Ridge Investments LLC
|
SELL
|
- |
-250- 2.39% |
$8.52K - $15.2K
|
10.2K
$385K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-252- 1.47% |
$8.58K - $15.4K
|
16.9K
$637K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-252- 1.91% |
$8.58K - $15.4K
|
13K
$490K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-274- 17.68% |
$9.33K - $16.7K
|
1.28K
$48.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-374- 20.45% |
$12.7K - $22.8K
|
1.46K
$55K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-381- 33.63% |
$13K - $23.2K
|
752
$28.4K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-390- 3.0% |
$13.3K - $23.8K
|
12.6K
$476K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-392- 2.22% |
$13.4K - $23.9K
|
17.3K
$652K
|