Institutional Ownership Penumbra Inc (PEN)
This table provides information about the institutional ownership of Penumbra Inc (PEN). We have compiled data on the 372 institutions that hold shares in the stock, with a total of 29.1 Million shares, which have been reported (via 13F filing form) to have a value of $6.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
15
shares
|
$3,567
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
15
shares
|
$3,567
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
14
shares
|
$3,329
0.0% of portfolio
|
Q3 2024
Reduced 81.08%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
14
shares
|
$3,329
0.0% of portfolio
|
Q2 2024
Added 7.69%
|
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
13
shares
|
$3,091
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
10
shares
|
$2,378
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
9
shares
|
$2,140
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
7
shares
|
$1,664
0.0% of portfolio
|
Q2 2024
Reduced 12.5%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
5
shares
|
$1,189
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
5
shares
|
$1,189
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
4
shares
|
$951
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
4
shares
|
$951
0.0% of portfolio
|
Q4 2022
Reduced 78.95%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
4
shares
|
$951
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
4
shares
|
$951
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
3
shares
|
$713
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
3
shares
|
$713
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
3
shares
|
$713
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
3
shares
|
$713
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
2
shares
|
$475
0.0% of portfolio
|
Q3 2024
Reduced 60.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
2
shares
|
$475
0.0% of portfolio
|
Q3 2024
Reduced 71.43%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
2
shares
|
$475
0.0% of portfolio
|
Q2 2024
Reduced 66.67%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
1
shares
|
$237
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
1
shares
|
$237
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|