Institutional Ownership Precigen, Inc. (PGEN)
This table provides information about the institutional ownership of Precigen, Inc. (PGEN). We have compiled data on the 152 institutions that hold shares in the stock, with a total of 164 Million shares, which have been reported (via 13F filing form) to have a value of $269 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
827
shares
|
$1,356
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
825
shares
|
$1,353
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
800
shares
|
$1,312
0.0% of portfolio
|
Q1 2025
Reduced 42.86%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
708
shares
|
$1,161
0.0% of portfolio
|
Q3 2021
Added 76.56%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
660
shares
|
$1,082
0.0% of portfolio
|
Q4 2024
Reduced 59.76%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
600
shares
|
$983
0.0% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
578
shares
|
$947
0.0% of portfolio
|
Q1 2025
Reduced 58.06%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
500
shares
|
$820
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
500
shares
|
$820
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
450
shares
|
$738
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
250
shares
|
$410
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
147
shares
|
$241
0.0% of portfolio
|
Q1 2025
Added 1370.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
112
shares
|
$183
0.0% of portfolio
|
Q1 2025
Reduced 62.91%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
100
shares
|
$164
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
25
shares
|
$41
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
20
shares
|
$32
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
5
shares
|
$8
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
3
shares
|
$4
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
3
shares
|
$4
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|