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 |
---|---|---|---|---|---|---|---|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
BUY
|
- |
9+ 0.48% |
$925 - $1.1K
|
1.9K
$109K
|
|
Jul 10, 2023
Q2 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-10- 0.35% |
$1.03K - $1.22K
|
2.84K
$163K
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-41- 91.11% |
$4.21K - $4.99K
|
4
$229
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 18.18% |
$206 - $243
|
9
$516
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
3KNew |
$308K - $364K
|
3K
$172K
|
|
Q1 2023 | |||||||
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-171Closed |
$17.2K - $20.5K
|
0
$0
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.26KNew |
$327K - $391K
|
3.26K
$187K
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2Closed |
$201 - $240
|
0
$0
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10.9KNew |
$1.09M - $1.3M
|
10.9K
$624K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.23K- 59.69% |
$526K - $628K
|
3.53K
$203K
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-106- 4.88% |
$10.7K - $12.7K
|
2.07K
$119K
|
|
May 15, 2023
Q1 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1.88KNew |
$189K - $226K
|
1.88K
$108K
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.58KNew |
$360K - $430K
|
3.58K
$205K
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
8.24K+ 12.76% |
$828K - $988K
|
72.8K
$4.17M
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
2.21KNew |
$222K - $265K
|
2.21K
$127K
|
|
May 12, 2023
Q1 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-488- 16.29% |
$49.1K - $58.5K
|
2.51K
$144K
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
675New |
$67.9K - $81K
|
675
$38.7K
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
SELL
|
- |
-261- 12.02% |
$26.2K - $31.3K
|
1.91K
$110K
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
14.9KNew |
$1.5M - $1.79M
|
14.9K
$856K
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
154+ 5.1% |
$15.5K - $18.5K
|
3.17K
$182K
|
|
May 08, 2023
Q1 2023
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-5.48K- 54.15% |
$550K - $657K
|
4.64K
$266K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.06KNew |
$811K - $967K
|
8.06K
$462K
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-117- 5.49% |
$11.8K - $14K
|
2.02K
$116K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
416New |
$41.8K - $49.9K
|
416
$23.8K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$101 - $120
|
1
$57.3
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
6+ 37.5% |
$603 - $720
|
22
$1.26K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
3+ 9.68% |
$302 - $360
|
34
$1.95K
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
37New |
$3.72K - $4.44K
|
37
$2.12K
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
250New |
$25.1K - $30K
|
250
$14.3K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
45New |
$4.52K - $5.4K
|
45
$2.58K
|
|
Apr 27, 2023
Q1 2023
|
Matisse Capital
|
BUY
|
- |
5.56KNew |
$559K - $667K
|
5.56K
$319K
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-42- 21.99% |
$4.22K - $5.04K
|
149
$8.54K
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.81KNew |
$182K - $217K
|
1.81K
$104K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
60New |
$6.03K - $7.2K
|
60
$3.44K
|
|
Apr 13, 2023
Q1 2023
|
Threadgill Financial, LLC
|
SELL
|
- |
-21- 0.38% |
$2.11K - $2.52K
|
5.48K
$314K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-800- 16.28% |
$80.4K - $95.9K
|
4.11K
$236K
|
|
Apr 06, 2023
Q1 2023
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
100New |
$10.1K - $12K
|
100
$5.73K
|
|
Q4 2022 | |||||||
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6.42KClosed |
$595K - $749K
|
0
$0
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.97KClosed |
$183K - $230K
|
0
$0
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 12.5% |
$92.7 - $117
|
9
$516
|
|
Jul 11, 2023
Q4 2022
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-4.02KClosed |
$373K - $469K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
2.05KNew |
$190K - $239K
|
2.05K
$117K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
928KNew |
$86M - $108M
|
928K
$53.2M
|
|
Feb 14, 2023
Q4 2022
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
PUT |
75KNew |
$6.95M - $8.75M
|
75K
$4.3M
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-216Closed |
$20K - $25.2K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
75New |
$6.95K - $8.75K
|
75
$4.3K
|
|
Feb 14, 2023
Q4 2022
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
3.97KNew |
$367K - $463K
|
3.97K
$227K
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.13KNew |
$105K - $132K
|
1.13K
$64.7K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
29New |
$2.69K - $3.38K
|
29
$1.66K
|