Institutional Ownership Precigen, Inc. (PGEN)
This table provides information about the institutional ownership of Precigen, Inc. (PGEN). We have compiled data on the 165 institutions that hold shares in the stock, with a total of 166 Million shares, which have been reported (via 13F filing form) to have a value of $298 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
3,217
shares
|
$5,790
0.0% of portfolio
|
Q2 2025
Added 237.92%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
3,000
shares
|
$5,400
0.0% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
2,515
shares
|
$4,527
0.0% of portfolio
|
Q1 2025
Added 13.19%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,626
shares
|
$2,926
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,500
shares
|
$2,700
0.0% of portfolio
|
Q2 2021
Reduced 92.11%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
1,000
shares
|
$1,800
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
946
shares
|
$1,702
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
800
shares
|
$1,440
0.0% of portfolio
|
Q1 2025
Reduced 42.86%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
758
shares
|
$1,364
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
708
shares
|
$1,274
0.0% of portfolio
|
Q3 2021
Added 76.56%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
677
shares
|
$1,218
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
660
shares
|
$1,188
0.0% of portfolio
|
Q4 2024
Reduced 59.76%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
650
shares
|
$1,170
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
602
shares
|
$1,083
0.0% of portfolio
|
Q2 2025
Reduced 72.01%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
600
shares
|
$1,080
0.0% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
578
shares
|
$1,040
0.0% of portfolio
|
Q1 2025
Reduced 58.06%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
500
shares
|
$900
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
500
shares
|
$900
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
450
shares
|
$810
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
294
shares
|
$529
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Aug 07, 2025 Q2 2025 |
250
shares
|
$450
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
181
shares
|
$325
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
165
shares
|
$297
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
112
shares
|
$201
0.0% of portfolio
|
Q1 2025
Reduced 62.91%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
86
shares
|
$154
0.0% of portfolio
|
Q2 2025
New holding
|