Purchases and Sales Made in Q4 2023 in Masimo Corp (MASI)
This table provides information about the institutional ownership of Masimo Corp (MASI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
23New |
$1.76K - $2.77K
|
23
$3.96K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
23+ 2300.0% |
$1.76K - $2.77K
|
24
$4.13K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
22+ 2200.0% |
$1.69K - $2.65K
|
23
$3.96K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
22+ 0.3% |
$1.69K - $2.65K
|
7.33K
$1.26M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
21New |
$1.61K - $2.53K
|
21
$3.61K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21+ 10.61% |
$1.61K - $2.53K
|
219
$37.7K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
20New |
$1.53K - $2.41K
|
20
$3.44K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
16+ 1600.0% |
$1.23K - $1.93K
|
17
$2.93K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
15New |
$1.15K - $1.81K
|
15
$2.58K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
15New |
$1.15K - $1.81K
|
15
$2.58K
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
11+ 0.21% |
$844 - $1.33K
|
5.27K
$908K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
10+ 0.41% |
$767 - $1.21K
|
2.43K
$417K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
8+ 114.29% |
$614 - $965
|
15
$2.58K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
7New |
$537 - $844
|
7
$1.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
6+ 2.12% |
$460 - $724
|
289
$49.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
6New |
$460 - $724
|
6
$1.03K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5+ 1.18% |
$384 - $603
|
430
$74K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5New |
$384 - $603
|
5
$861
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
4+ 2.55% |
$307 - $482
|
161
$27.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
3New |
$230 - $362
|
3
$516
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 150.0% |
$230 - $362
|
5
$861
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2New |
$153 - $241
|
2
$344
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1New |
$76.7 - $121
|
1
$172
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1New |
$76.7 - $121
|
1
$172
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1New |
$76.7 - $121
|
1
$172
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 50.0% |
$76.7 - $121
|
1
$172
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-2Closed |
$153 - $241
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3- 14.29% |
$230 - $362
|
18
$3.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-4- 18.18% |
$307 - $482
|
18
$3.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-8- 50.0% |
$614 - $965
|
8
$1.38K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-23- 5.42% |
$1.76K - $2.77K
|
401
$69K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-27- 10.71% |
$2.07K - $3.26K
|
225
$38.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-50- 25.0% |
$3.84K - $6.03K
|
150
$25.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-50- 0.85% |
$3.84K - $6.03K
|
5.83K
$1M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-51- 0.24% |
$3.91K - $6.15K
|
21K
$3.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-60- 2.5% |
$4.6K - $7.24K
|
2.34K
$402K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-63- 0.36% |
$4.83K - $7.6K
|
17.5K
$3.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-97- 43.11% |
$7.44K - $11.7K
|
128
$22K
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.79% |
$7.67K - $12.1K
|
12.5K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-105- 3.53% |
$8.06K - $12.7K
|
2.87K
$494K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-107- 2.42% |
$8.21K - $12.9K
|
4.31K
$742K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-117- 1.69% |
$8.98K - $14.1K
|
6.83K
$1.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-133- 14.88% |
$10.2K - $16K
|
761
$131K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-140- 35.44% |
$10.7K - $16.9K
|
255
$43.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-150- 5.36% |
$11.5K - $18.1K
|
2.65K
$456K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-150- 5.87% |
$11.5K - $18.1K
|
2.41K
$414K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-152- 1.53% |
$11.7K - $18.3K
|
9.8K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-170- 3.71% |
$13K - $20.5K
|
4.41K
$759K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-174- 17.38% |
$13.4K - $21K
|
827
$142K
|