Latest Institutional Transactions on Performant Financial Corp (PFMT)
This table provides information on the latest institutional transactions involving Performant Financial Corp (PFMT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
2.18MNew |
$5.18M - $6.6M
|
2.18M
$5.44M
|
|
May 05, 2025
Q1 2025
|
Amh Equity LTD
|
BUY
|
- |
300KNew |
$714K - $909K
|
300K
$750K
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
74.5KNew |
$177K - $226K
|
74.5K
$186K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-211- 39.74% |
$502 - $639
|
320
$800
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
58+ 37.42% |
$138 - $176
|
213
$533
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
30K+ 3.81% |
$71.4K - $90.9K
|
817K
$2.04M
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-7.37K- 23.13% |
$17.5K - $22.3K
|
24.5K
$61.2K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.33K- 33.43% |
$3.15K - $4.01K
|
2.64K
$6.6K
|
|
Q4 2024 | |||||||
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
9.3K+ 15.17% |
$27.2K - $39.8K
|
70.6K
$177K
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-4.59K- 4.81% |
$13.4K - $19.6K
|
90.9K
$227K
|
|
Feb 13, 2025
Q4 2024
|
Formula Growth LTD
Montreal, A8 |
SELL
|
- |
-7.5K- 1.63% |
$21.9K - $32.1K
|
453K
$1.13M
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
14.2KNew |
$41.5K - $60.9K
|
14.2K
$35.6K
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
5KNew |
$14.6K - $21.4K
|
5K
$12.5K
|
|
Feb 07, 2025
Q4 2024
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
42.6K+ 6.42% |
$124K - $182K
|
706K
$1.77M
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
90New |
$263 - $385
|
90
$225
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4New |
$11.7 - $17.1
|
4
$10
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5K+ 153.85% |
$14.6K - $21.4K
|
8.25K
$20.6K
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-17.5K- 7.64% |
$51.1K - $74.9K
|
211K
$529K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3- -0.0% |
$8.76 - $12.8
|
111K
$278K
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-26.5K- 12.08% |
$77.4K - $113K
|
193K
$483K
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
480+ 1142.86% |
$1.4K - $2.05K
|
522
$1.31K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
14.3KNew |
$35.1K - $56.7K
|
14.3K
$35.8K
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-243K- 91.39% |
$595K - $962K
|
22.9K
$57.3K
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
3.12KNew |
$7.64K - $12.3K
|
3.12K
$7.79K
|
|
Nov 08, 2024
Q3 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
24.8K+ 55.57% |
$60.8K - $98.2K
|
69.4K
$174K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
53New |
$130 - $210
|
53
$133
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-28.1K- 96.64% |
$68.8K - $111K
|
978
$2.45K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.37K- 22.09% |
$8.25K - $10.9K
|
11.9K
$29.7K
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.77K- 25.62% |
$4.32K - $5.72K
|
5.13K
$12.8K
|
|
Aug 14, 2024
Q2 2024
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-1.24M- 88.0% |
$3.04M - $4.02M
|
169K
$423K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
212K+ 4.8% |
$519K - $686K
|
4.62M
$11.6M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-647- 73.19% |
$1.59K - $2.1K
|
237
$593
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
37New |
$90.7 - $120
|
37
$92.5
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-4.76K- 23.01% |
$12.5K - $14.9K
|
15.9K
$39.8K
|
|
May 15, 2024
Q1 2024
|
Kent Lake Capital LLC
Mill Valley, CA |
BUY
|
- |
200KNew |
$524K - $626K
|
200K
$500K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
914+ 3.29% |
$2.39K - $2.86K
|
28.7K
$71.8K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$28.2K - $33.7K
|
10.8K
$26.9K
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
8+ 0.64% |
$21 - $25
|
1.26K
$3.14K
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
317+ 0.95% |
$831 - $992
|
33.8K
$84.4K
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.38K+ 3.45% |
$11.5K - $13.7K
|
131K
$328K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
533New |
$1.4K - $1.67K
|
533
$1.33K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10New |
$26.2 - $31.3
|
10
$25
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
61+ 1.46% |
$160 - $191
|
4.25K
$10.6K
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-6.34K- 73.64% |
$16.6K - $19.8K
|
2.27K
$5.67K
|
|
Q4 2023 | |||||||
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
284+ 4.26% |
$594 - $903
|
6.95K
$17.4K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
445+ 54.2% |
$930 - $1.42K
|
1.27K
$3.17K
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
2.66MNew |
$5.56M - $8.46M
|
2.66M
$6.65M
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
118K+ 556.22% |
$246K - $374K
|
139K
$347K
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
65+ 0.09% |
$136 - $207
|
75.1K
$188K
|
|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
1.05MNew |
$2.19M - $3.33M
|
1.05M
$2.62M
|