Purchases and Sales Made in Q2 2023 in Masimo Corp (MASI)
This table provides information about the institutional ownership of Masimo Corp (MASI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
19+ 0.48% |
$2.95K - $3.73K
|
3.98K
$715K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
18+ 1.1% |
$2.79K - $3.54K
|
1.65K
$297K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
15+ 38.46% |
$2.33K - $2.95K
|
54
$9.69K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11+ 28.21% |
$1.71K - $2.16K
|
50
$8.98K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11+ 28.21% |
$1.71K - $2.16K
|
50
$8.98K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10+ 24.39% |
$1.55K - $1.96K
|
51
$9.16K
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
8+ 0.1% |
$1.24K - $1.57K
|
8.12K
$1.46M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
6New |
$931 - $1.18K
|
6
$1.08K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5New |
$776 - $982
|
5
$898
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
3New |
$466 - $589
|
3
$539
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3New |
$466 - $589
|
3
$539
|
|
|
Aug 10, 2023
Q2 2023
|
Aviva PLC
|
BUY
|
- |
3+ 0.16% |
$466 - $589
|
1.85K
$332K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1New |
$155 - $196
|
1
$180
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1+ 0.17% |
$155 - $196
|
603
$108K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 100.0% |
$155 - $196
|
2
$359
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 16.67% |
$155 - $196
|
5
$898
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-1- 0.23% |
$155 - $196
|
440
$79K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 16.67% |
$155 - $196
|
5
$898
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 13.64% |
$466 - $589
|
19
$3.41K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3- 4.05% |
$466 - $589
|
71
$12.7K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4- 20.0% |
$621 - $786
|
16
$2.87K
|
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-5- 0.47% |
$776 - $982
|
1.05K
$189K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7- 0.12% |
$1.09K - $1.38K
|
5.79K
$1.04M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-8- 3.77% |
$1.24K - $1.57K
|
204
$36.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-9- 60.0% |
$1.4K - $1.77K
|
6
$1.08K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-10- 2.97% |
$1.55K - $1.96K
|
327
$58.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-12- 0.39% |
$1.86K - $2.36K
|
3.1K
$557K
|
|
|
Aug 10, 2023
Q2 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-15- 0.16% |
$2.33K - $2.95K
|
9.55K
$1.71M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-18- 1.01% |
$2.79K - $3.54K
|
1.77K
$318K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-23- 1.76% |
$3.57K - $4.52K
|
1.29K
$231K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-25- 5.58% |
$3.88K - $4.91K
|
423
$75.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-25- 4.73% |
$3.88K - $4.91K
|
504
$90.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-26- 0.08% |
$4.04K - $5.11K
|
31.1K
$5.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-29- 1.78% |
$4.5K - $5.7K
|
1.6K
$288K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-35- 1.47% |
$5.43K - $6.88K
|
2.35K
$421K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-38- 10.58% |
$5.9K - $7.47K
|
321
$57.6K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-38- 10.58% |
$5.9K - $7.47K
|
321
$57.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-48- 2.6% |
$7.45K - $9.43K
|
1.8K
$323K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-50- 0.84% |
$7.76K - $9.82K
|
5.88K
$1.06M
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
SELL
|
- |
-54- 0.58% |
$8.38K - $10.6K
|
9.25K
$1.66M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-65- 6.32% |
$10.1K - $12.8K
|
964
$173K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-67- 55.83% |
$10.4K - $13.2K
|
53
$9.51K
|
|
|
Aug 14, 2023
Q2 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-82- 1.06% |
$12.7K - $16.1K
|
7.63K
$1.37M
|
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-84- 0.18% |
$13K - $16.5K
|
45.3K
$8.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-90- 3.64% |
$14K - $17.7K
|
2.38K
$428K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 2.27% |
$15.5K - $19.6K
|
4.31K
$774K
|
|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-101- 1.18% |
$15.7K - $19.8K
|
8.43K
$1.51M
|
|
|
Aug 04, 2023
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-101- 1.18% |
$15.7K - $19.8K
|
8.43K
$1.51M
|