Purchases and Sales Made in Q4 2023 in Penumbra Inc (PEN)
This table provides information about the institutional ownership of Penumbra Inc (PEN) during Q4 2023. The information is specifically focused on institutions that hold shares of Penumbra Inc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
30+ 120.0% |
$5.44K - $7.81K
|
55
$14.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
22+ 0.39% |
$3.99K - $5.72K
|
5.67K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
18+ 0.19% |
$3.27K - $4.68K
|
9.64K
$2.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
18+ 3.42% |
$3.27K - $4.68K
|
545
$144K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
16+ 320.0% |
$2.9K - $4.16K
|
21
$5.55K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
15New |
$2.72K - $3.9K
|
15
$3.96K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
14+ 14.0% |
$2.54K - $3.64K
|
114
$30.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
10New |
$1.81K - $2.6K
|
10
$2.64K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10New |
$1.81K - $2.6K
|
10
$2.64K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
7New |
$1.27K - $1.82K
|
7
$1.85K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 350.0% |
$1.27K - $1.82K
|
9
$2.38K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6New |
$1.09K - $1.56K
|
6
$1.59K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
6New |
$1.09K - $1.56K
|
6
$1.59K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
5New |
$907 - $1.3K
|
5
$1.32K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
5New |
$907 - $1.3K
|
5
$1.32K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
5New |
$907 - $1.3K
|
5
$1.32K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
5+ 17.86% |
$907 - $1.3K
|
33
$8.72K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
4New |
$726 - $1.04K
|
4
$1.06K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3New |
$544 - $781
|
3
$793
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3New |
$544 - $781
|
3
$793
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3New |
$544 - $781
|
3
$793
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 150.0% |
$544 - $781
|
5
$1.32K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 40.0% |
$363 - $520
|
7
$1.85K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2+ 25.0% |
$363 - $520
|
10
$2.64K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 33.33% |
$363 - $520
|
8
$2.11K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1New |
$181 - $260
|
1
$264
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1New |
$181 - $260
|
1
$264
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1New |
$181 - $260
|
1
$264
|
|
|
Feb 15, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 50.0% |
$181 - $260
|
1
$264
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 50.0% |
$181 - $260
|
1
$264
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1- 33.33% |
$181 - $260
|
2
$529
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-3- 37.5% |
$544 - $781
|
5
$1.32K
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-5- 0.49% |
$907 - $1.3K
|
1.01K
$268K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-7- 0.09% |
$1.27K - $1.82K
|
7.57K
$2M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-11- 39.29% |
$2K - $2.86K
|
17
$4.49K
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-16- 0.24% |
$2.9K - $4.16K
|
6.77K
$1.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-20- 1.22% |
$3.63K - $5.2K
|
1.63K
$429K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-22- 30.56% |
$3.99K - $5.72K
|
50
$13.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-22- 47.83% |
$3.99K - $5.72K
|
24
$6.34K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-22- 18.8% |
$3.99K - $5.72K
|
95
$25.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-34- 0.71% |
$6.17K - $8.85K
|
4.77K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-35- 0.1% |
$6.35K - $9.11K
|
34.6K
$9.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-38- 3.64% |
$6.89K - $9.89K
|
1.01K
$266K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-47- 4.5% |
$8.53K - $12.2K
|
997
$263K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-54- 39.13% |
$9.8K - $14.1K
|
84
$22.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-60- 98.36% |
$10.9K - $15.6K
|
1
$264
|
|
|
Jan 11, 2024
Q4 2023
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-63- 36.42% |
$11.4K - $16.4K
|
110
$29.1K
|