Purchases and Sales Made in Q4 2023 in Polaris Inc. (PII)
This table provides information about the institutional ownership of Polaris Inc. (PII) during Q4 2023. The information is specifically focused on institutions that hold shares of Polaris Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
68New |
$5.61K - $6.98K
|
68
$4.5K
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
64+ 0.43% |
$5.28K - $6.57K
|
15K
$991K
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
49+ 0.57% |
$4.04K - $5.03K
|
8.71K
$577K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
44+ 63.77% |
$3.63K - $4.52K
|
113
$7.48K
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
42+ 1.2% |
$3.46K - $4.31K
|
3.54K
$234K
|
|
Jun 10, 2025
Q4 2023
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
41New |
$3.38K - $4.21K
|
41
$2.71K
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
41+ 1.52% |
$3.38K - $4.21K
|
2.73K
$181K
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
40+ 25.0% |
$3.3K - $4.11K
|
200
$13.2K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
40+ 137.93% |
$3.3K - $4.11K
|
69
$4.57K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
37New |
$3.05K - $3.8K
|
37
$2.45K
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
28+ 0.9% |
$2.31K - $2.87K
|
3.15K
$209K
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24+ 9.6% |
$1.98K - $2.46K
|
274
$18.1K
|
|
Jan 26, 2024
Q4 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
23+ 0.71% |
$1.9K - $2.36K
|
3.25K
$215K
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
18+ 0.58% |
$1.48K - $1.85K
|
3.1K
$205K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
14New |
$1.15K - $1.44K
|
14
$927
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
11+ 42.31% |
$907 - $1.13K
|
37
$2.45K
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
7New |
$577 - $718
|
7
$463
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3+ 6.0% |
$247 - $308
|
53
$3.51K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3+ 0.41% |
$247 - $308
|
733
$48.5K
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
1New |
$82.5 - $103
|
1
$66.2
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 16.67% |
$82.5 - $103
|
7
$463
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
1+ 0.05% |
$82.5 - $103
|
2.14K
$142K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1New |
$82.5 - $103
|
1
$66.2
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1New |
$82.5 - $103
|
1
$66.2
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
1+ 16.67% |
$82.5 - $103
|
7
$463
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.83% |
$82.5 - $103
|
122
$8.08K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.15% |
$82.5 - $103
|
654
$43.3K
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 15, 2025
Q4 2023
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-1- 10.0% |
$82.5 - $103
|
9
$596
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 18.18% |
$165 - $205
|
9
$596
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4- 0.08% |
$330 - $411
|
4.97K
$329K
|
|
Feb 14, 2024
Q4 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-6- 0.18% |
$495 - $616
|
3.38K
$224K
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-7- 33.33% |
$577 - $718
|
14
$927
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-8- 50.0% |
$660 - $821
|
8
$530
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-8- 0.07% |
$660 - $821
|
11.8K
$782K
|
|
Feb 09, 2024
Q4 2023
|
Saratoga Research & Investment Management
|
SELL
|
- |
-10- 0.37% |
$825 - $1.03K
|
2.73K
$180K
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-12- 34.29% |
$990 - $1.23K
|
23
$1.52K
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-12- 12.63% |
$990 - $1.23K
|
83
$5.5K
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-12- 0.3% |
$990 - $1.23K
|
4.03K
$266K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-14- 12.96% |
$1.15K - $1.44K
|
94
$6.22K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-15- 0.82% |
$1.24K - $1.54K
|
1.81K
$120K
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-19- 2.75% |
$1.57K - $1.95K
|
672
$44.5K
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-25- 1.13% |
$2.06K - $2.57K
|
2.2K
$145K
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-27- 16.67% |
$2.23K - $2.77K
|
135
$8.94K
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-29- 10.28% |
$2.39K - $2.98K
|
253
$16.8K
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-32- 0.13% |
$2.64K - $3.28K
|
24.3K
$1.61M
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-44- 3.11% |
$3.63K - $4.52K
|
1.37K
$90.8K
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-50- 1.18% |
$4.12K - $5.13K
|
4.19K
$277K
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-53- 0.63% |
$4.37K - $5.44K
|
8.38K
$555K
|