Institutional Ownership Phathom Pharmaceuticals, Inc. (PHAT)
This table provides information about the institutional ownership of Phathom Pharmaceuticals, Inc. (PHAT). We have compiled data on the 151 institutions that hold shares in the stock, with a total of 66.6 Million shares, which have been reported (via 13F filing form) to have a value of $584 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
260
shares
|
$2,280
0.0% of portfolio
|
Q3 2024
Added 55.69%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
254
shares
|
$2,227
0.0% of portfolio
|
Q1 2025
Added 63.87%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
186
shares
|
$1,631
0.0% of portfolio
|
Q2 2025
Reduced 43.47%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
140
shares
|
$1,227
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
115
shares
|
$1,008
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
113
shares
|
$991
0.0% of portfolio
|
Q1 2025
Reduced 36.87%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
109
shares
|
$955
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
85
shares
|
$745
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
84
shares
|
$736
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
50
shares
|
$438
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
42
shares
|
$368
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
37
shares
|
$324
0.0% of portfolio
|
Q1 2025
Added 76.19%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
35
shares
|
$306
0.0% of portfolio
|
Q1 2025
Added 250.0%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
34
shares
|
$298
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
20
shares
|
$175
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
16
shares
|
$140
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
7
shares
|
$61
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
2
shares
|
$17
0.0% of portfolio
|
Q4 2024
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
|