Latest Institutional Transactions on Polaris Inc. (PII)
This table provides information on the latest institutional transactions involving Polaris Inc. (PII) 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 |
---|---|---|---|---|---|---|---|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.29KNew |
$232K - $313K
|
2.29K
$131K
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
139+ 5.35% |
$14.1K - $19.1K
|
2.74K
$157K
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
SELL
|
- |
-107- 2.72% |
$10.9K - $14.7K
|
3.82K
$219K
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5New |
$509 - $686
|
5
$287
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
57New |
$5.8K - $7.82K
|
57
$3.27K
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
65New |
$6.61K - $8.92K
|
65
$3.73K
|
|
Oct 18, 2023
Q3 2023
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
4KNew |
$407K - $549K
|
4K
$229K
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
150+ 6.07% |
$15.3K - $20.6K
|
2.62K
$150K
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.25KNew |
$229K - $309K
|
2.25K
$129K
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
3KNew |
$305K - $412K
|
3K
$172K
|
|
Q2 2023 | |||||||
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
11+ 50.0% |
$1.13K - $1.34K
|
33
$1.89K
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
65New |
$6.68K - $7.91K
|
65
$3.73K
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2- 15.38% |
$206 - $243
|
11
$631
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
CALL |
6.9KNew |
$709K - $840K
|
6.9K
$396K
|
|
Aug 14, 2023
Q2 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-26.8K- 92.67% |
$2.75M - $3.26M
|
2.12K
$121K
|
|
Aug 14, 2023
Q2 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
34.9KNew |
$3.59M - $4.25M
|
34.9K
$2M
|
|
Aug 14, 2023
Q2 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
5.02KNew |
$515K - $610K
|
5.02K
$288K
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
58New |
$5.96K - $7.06K
|
58
$3.33K
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
4.31KNew |
$443K - $524K
|
4.31K
$247K
|
|
Aug 14, 2023
Q2 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
3.01KNew |
$309K - $366K
|
3.01K
$172K
|
|
Aug 14, 2023
Q2 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
2.51KNew |
$258K - $305K
|
2.51K
$144K
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-5.34K- 99.26% |
$549K - $650K
|
40
$2.29K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-587- 7.19% |
$60.3K - $71.4K
|
7.58K
$434K
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-151K- 92.02% |
$15.5M - $18.4M
|
13.1K
$751K
|
|
Aug 14, 2023
Q2 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-99.1K- 54.24% |
$10.2M - $12.1M
|
83.6K
$4.79M
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.87KNew |
$192K - $228K
|
1.87K
$107K
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-130- 4.68% |
$13.4K - $15.8K
|
2.65K
$152K
|
|
Aug 10, 2023
Q2 2023
|
Aviva PLC
|
BUY
|
- |
6.88KNew |
$707K - $837K
|
6.88K
$394K
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-487- 6.95% |
$50K - $59.3K
|
6.52K
$374K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-5- 3.5% |
$514 - $608
|
138
$7.91K
|
|
Aug 10, 2023
Q2 2023
|
Employees Retirement System Of Texas
|
BUY
|
- |
387New |
$39.8K - $47.1K
|
387
$22.2K
|
|
Aug 08, 2023
Q2 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
592+ 2.18% |
$60.8K - $72K
|
27.8K
$1.59M
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-20- 13.33% |
$2.06K - $2.43K
|
130
$7.45K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
121New |
$12.4K - $14.7K
|
121
$6.94K
|
|
Aug 07, 2023
Q2 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
168+ 0.63% |
$17.3K - $20.4K
|
26.6K
$1.53M
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-70- 3.01% |
$7.19K - $8.52K
|
2.26K
$129K
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
200+ 8.0% |
$20.6K - $24.3K
|
2.7K
$155K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-101- 48.79% |
$10.4K - $12.3K
|
106
$6.08K
|
|
Jul 28, 2023
Q2 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
3.65KNew |
$375K - $445K
|
3.65K
$209K
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
2.33KNew |
$240K - $284K
|
2.33K
$134K
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
120+ 9.71% |
$12.3K - $14.6K
|
1.36K
$77.7K
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-38- 42.22% |
$3.9K - $4.62K
|
52
$2.98K
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
117KNew |
$12M - $14.2M
|
117K
$6.69M
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-328- 58.78% |
$33.7K - $39.9K
|
230
$13.2K
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
1.78KNew |
$182K - $216K
|
1.78K
$102K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
10New |
$1.03K - $1.22K
|
10
$573
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-21- 1.1% |
$2.16K - $2.56K
|
1.89K
$108K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
7+ 41.18% |
$719 - $852
|
24
$1.38K
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
10.1K+ 36.1% |
$1.03M - $1.23M
|
38K
$2.18M
|