Institutional Ownership Precigen, Inc. (PGEN)
This table provides information about the institutional ownership of Precigen, Inc. (PGEN). We have compiled data on the 143 institutions that hold shares in the stock, with a total of 159 Million shares, which have been reported (via 13F filing form) to have a value of $143 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
34,245
shares
|
$30,820
0.0% of portfolio
|
Q4 2023
Reduced 23.86%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
32,613
shares
|
$29,351
0.0% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
32,200
shares
|
$28,980
0.0% of portfolio
|
Q3 2024
Added 94.92%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
31,000
shares
|
$27,900
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
28,984
shares
|
$26,085
0.0% of portfolio
|
Q3 2024
Reduced 21.49%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
28,675
shares
|
$25,807
0.0% of portfolio
|
Q4 2022
Reduced 0.44%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
20,600
shares
|
$18,540
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
20,428
shares
|
$18,385
0.0% of portfolio
|
Q3 2024
Added 18.88%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
18,966
shares
|
$17,069
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
18,946
shares
|
$17,051
0.0% of portfolio
|
Q3 2024
Added 12.11%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
17,951
shares
|
$16,155
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
17,951
shares
|
$16,155
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Chiron Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
17,550
shares
|
$15,795
0.01% of portfolio
|
Q3 2024
Reduced 36.98%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
17,000
shares
|
$15,300
0.0% of portfolio
|
Q1 2021
Reduced 33.59%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
16,528
shares
|
$14,875
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
16,246
shares
|
$14,621
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
15,893
shares
|
$14,303
0.0% of portfolio
|
Q3 2024
Reduced 68.22%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
15,000
shares
|
$13,500
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nj State Employees Deferred Compensation Plan
|
Nov 04, 2024 Q3 2024 |
15,000
shares
|
$13,500
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
13,542
shares
|
$12,187
0.0% of portfolio
|
Q3 2023
Added 82.09%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
13,150
shares
|
$11,835
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
12,714
shares
|
$11,442
0.0% of portfolio
|
Q3 2024
Reduced 32.25%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
10,918
shares
|
$9,826
0.0% of portfolio
|
Q4 2023
Reduced 13.95%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
10,715
shares
|
$9,643
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
10,406
shares
|
$9,365
0.0% of portfolio
|
Q3 2024
Added 38.08%
|