Purchases and Sales Made in Q1 2023 in Masimo Corp (MASI)
This table provides information about the institutional ownership of Masimo Corp (MASI) during Q1 2023. The information is specifically focused on institutions that hold shares of MASIMO CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
9New |
$1.31K - $1.66K
|
9
$1.59K
|
|
|
May 15, 2023
Q1 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
7+ 1.16% |
$1.02K - $1.29K
|
611
$108K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4+ 0.14% |
$584 - $738
|
2.81K
$494K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4+ 10.81% |
$584 - $738
|
41
$7.22K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 23.53% |
$584 - $738
|
21
$3.7K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
3+ 23.08% |
$438 - $554
|
16
$2.82K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3New |
$438 - $554
|
3
$528
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
3+ 0.11% |
$438 - $554
|
2.78K
$490K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 20.0% |
$292 - $369
|
12
$2.11K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 50.0% |
$292 - $369
|
6
$1.06K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2+ 0.8% |
$292 - $369
|
252
$44.4K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1New |
$146 - $185
|
1
$176
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
1+ 0.06% |
$146 - $185
|
1.78K
$313K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 50.0% |
$146 - $185
|
3
$528
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-2- 0.45% |
$292 - $369
|
441
$77.7K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3- 12.5% |
$438 - $554
|
21
$3.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
SELL
|
- |
-3- 0.03% |
$438 - $554
|
10.1K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4- 0.18% |
$584 - $738
|
2.23K
$392K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-4- 26.67% |
$584 - $738
|
11
$1.94K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-5- 62.5% |
$730 - $923
|
3
$528
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-5- 0.31% |
$730 - $923
|
1.63K
$287K
|
|
|
May 04, 2023
Q1 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-5- 0.05% |
$730 - $923
|
10.7K
$1.88M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-8- 0.77% |
$1.17K - $1.48K
|
1.03K
$181K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10- 31.25% |
$1.46K - $1.85K
|
22
$3.88K
|
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-13- 0.24% |
$1.9K - $2.4K
|
5.32K
$936K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-13- 1.41% |
$1.9K - $2.4K
|
911
$160K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-22Closed |
$3.21K - $4.06K
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-25- 2.51% |
$3.65K - $4.61K
|
970
$171K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-26- 11.26% |
$3.8K - $4.8K
|
205
$36.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-29- 6.08% |
$4.23K - $5.35K
|
448
$78.9K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-29- 42.65% |
$4.23K - $5.35K
|
39
$6.87K
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-35- 6.21% |
$5.11K - $6.46K
|
529
$93.2K
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-38- 1.89% |
$5.55K - $7.01K
|
1.97K
$347K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-67- 35.83% |
$9.78K - $12.4K
|
120
$21.1K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-73- 2.97% |
$10.7K - $13.5K
|
2.38K
$420K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-82- 1.36% |
$12K - $15.1K
|
5.93K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-84- 2.95% |
$12.3K - $15.5K
|
2.76K
$486K
|
|
|
May 04, 2023
Q1 2023
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-95- 1.66% |
$13.9K - $17.5K
|
5.63K
$992K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-95- 4.73% |
$13.9K - $17.5K
|
1.91K
$337K
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.81% |
$14.6K - $18.5K
|
12.2K
$2.15M
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.78% |
$14.6K - $18.5K
|
12.8K
$2.25M
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-102- 1.51% |
$14.9K - $18.8K
|
6.67K
$1.17M
|
|
|
Apr 28, 2023
Q1 2023
|
Eukles Asset Management
|
SELL
|
- |
-116- 1.23% |
$16.9K - $21.4K
|
9.31K
$1.64M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-117- 0.94% |
$17.1K - $21.6K
|
12.3K
$2.17M
|
|
|
May 03, 2023
Q1 2023
|
Baillie Gifford & CO
|
SELL
|
- |
-123- 0.13% |
$18K - $22.7K
|
96K
$16.9M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-141- 0.05% |
$20.6K - $26K
|
263K
$46.3M
|
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-142- 2.56% |
$20.7K - $26.2K
|
5.4K
$952K
|
|
|
May 12, 2023
Q1 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-200- 0.6% |
$29.2K - $36.9K
|
33K
$5.81M
|