Purchases and Sales Made in Q2 2023 in Paramount Global (PARA)
This table provides information about the institutional ownership of Paramount Global (PARA) during Q2 2023. The information is specifically focused on institutions that hold shares of Paramount Global.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10+ 3.76% |
$141 - $234
|
276
$2.88K
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
9+ 0.96% |
$127 - $211
|
950
$9.9K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
6+ 1.1% |
$84.5 - $141
|
552
$5.75K
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
6+ 1.08% |
$84.5 - $141
|
561
$5.85K
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 1.0% |
$84.5 - $141
|
609
$6.35K
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
4+ 1.26% |
$56.3 - $93.8
|
322
$3.36K
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 0.55% |
$42.2 - $70.3
|
549
$5.72K
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.82% |
$28.2 - $46.9
|
246
$2.56K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.21% |
$28.2 - $46.9
|
956
$9.96K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 2.63% |
$14.1 - $23.4
|
39
$406
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 1.96% |
$14.1 - $23.4
|
52
$542
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 0.28% |
$14.1 - $23.4
|
356
$3.71K
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1+ 1.28% |
$14.1 - $23.4
|
79
$823
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 0.82% |
$28.2 - $46.9
|
242
$2.52K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 3.92% |
$56.3 - $93.8
|
98
$1.02K
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-5- 0.02% |
$70.4 - $117
|
22.5K
$234K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-6- 27.27% |
$84.5 - $141
|
16
$167
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-12- 3.75% |
$169 - $281
|
308
$3.21K
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-12- 5.77% |
$169 - $281
|
196
$2.04K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-17- 27.42% |
$239 - $398
|
45
$469
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-24- 5.36% |
$338 - $563
|
424
$4.42K
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-24- 5.36% |
$338 - $563
|
424
$4.42K
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-26- 10.57% |
$366 - $609
|
220
$2.29K
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-26- 21.31% |
$366 - $609
|
96
$1K
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-30- 6.73% |
$422 - $703
|
416
$4.33K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-40- 1.69% |
$563 - $938
|
2.32K
$24.2K
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-46- 49.46% |
$648 - $1.08K
|
47
$490
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-48- 41.03% |
$676 - $1.13K
|
69
$719
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-73Closed |
$1.03K - $1.71K
|
0
$0
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-74- 1.06% |
$1.04K - $1.73K
|
6.88K
$71.7K
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-99- 3.48% |
$1.39K - $2.32K
|
2.75K
$28.6K
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-102- 40.0% |
$1.44K - $2.39K
|
153
$1.59K
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-119- 7.66% |
$1.68K - $2.79K
|
1.44K
$15K
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-120- 0.28% |
$1.69K - $2.81K
|
42.7K
$445K
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-138- 12.32% |
$1.94K - $3.23K
|
982
$10.2K
|
|
Aug 11, 2023
Q2 2023
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-140- 0.14% |
$1.97K - $3.28K
|
100K
$1.04M
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-157- 12.16% |
$2.21K - $3.68K
|
1.13K
$11.8K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-165- 24.59% |
$2.32K - $3.87K
|
506
$5.27K
|
|
Aug 14, 2023
Q2 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-175- 0.44% |
$2.46K - $4.1K
|
39.6K
$412K
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-179- 1.35% |
$2.52K - $4.2K
|
13.1K
$136K
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-184- 0.65% |
$2.59K - $4.31K
|
28.2K
$294K
|
|
Aug 08, 2023
Q2 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-200- 28.57% |
$2.82K - $4.69K
|
500
$5.21K
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-200- 0.49% |
$2.82K - $4.69K
|
40.3K
$419K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-203- 78.08% |
$2.86K - $4.76K
|
57
$594
|
|
Jul 13, 2023
Q2 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-212- 0.91% |
$2.98K - $4.97K
|
23.1K
$241K
|
|
Jul 17, 2023
Q2 2023
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-250- 1.82% |
$3.52K - $5.86K
|
13.5K
$140K
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-255- 12.62% |
$3.59K - $5.98K
|
1.77K
$18.4K
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-264- 15.22% |
$3.72K - $6.19K
|
1.47K
$15.3K
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-285- 87.42% |
$4.01K - $6.68K
|
41
$427
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-293- 8.57% |
$4.13K - $6.87K
|
3.13K
$32.6K
|