Latest Institutional Transactions on Palomar Holdings, Inc. (PLMR)
This table provides information on the latest institutional transactions involving Palomar Holdings, Inc. (PLMR) 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-5.1K- 42.09% |
$240K - $307K
|
7.01K
$966K
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
423New |
$19.9K - $25.4K
|
423
$58.3K
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.27KNew |
$389K - $498K
|
8.27K
$1.14M
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
2New |
$94.1 - $120
|
2
$276
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 33.33% |
$47 - $60.2
|
4
$551
|
|
Q1 2023 | |||||||
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-512Closed |
$23.8K - $31.3K
|
0
$0
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-3.16K- 23.68% |
$147K - $193K
|
10.2K
$1.4M
|
|
May 15, 2023
Q1 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-10.7K- 20.28% |
$496K - $651K
|
41.9K
$5.78M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.65K+ 251.91% |
$76.7K - $101K
|
2.31K
$318K
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9New |
$419 - $549
|
9
$1.24K
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-13- 72.22% |
$605 - $794
|
5
$689
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1New |
$46.5 - $61
|
1
$138
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
2+ 28.57% |
$93 - $122
|
9
$1.24K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4New |
$186 - $244
|
4
$551
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
206New |
$9.58K - $12.6K
|
206
$28.4K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
275KNew |
$12.2M - $25.9M
|
275K
$37.8M
|
|
Feb 14, 2023
Q4 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
5.25KNew |
$233K - $496K
|
5.25K
$724K
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-16.1K- 52.83% |
$715K - $1.52M
|
14.4K
$1.99M
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
5.7KNew |
$253K - $539K
|
5.7K
$786K
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
5.99KNew |
$265K - $566K
|
5.99K
$825K
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-2.49K- 19.37% |
$110K - $235K
|
10.4K
$1.43M
|
|
Feb 13, 2023
Q4 2022
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-96.7K- 96.36% |
$4.28M - $9.13M
|
3.65K
$503K
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.61K+ 0.79% |
$71.2K - $152K
|
206K
$28.4M
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.8KNew |
$79.7K - $170K
|
1.8K
$248K
|
|
Feb 08, 2023
Q4 2022
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
4.6KNew |
$204K - $435K
|
4.6K
$634K
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
19New |
$841 - $1.8K
|
19
$2.62K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-910- 9.11% |
$49.3K - $81.5K
|
9.08K
$1.25M
|
|
Nov 14, 2022
Q3 2022
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
61.4K+ 54.38% |
$3.32M - $5.49M
|
174K
$24M
|
|
Nov 10, 2022
Q3 2022
|
Cna Financial Corp
Chicago, IL |
BUY
|
- |
6.18KNew |
$335K - $553K
|
6.18K
$852K
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
226New |
$12.2K - $20.2K
|
226
$31.1K
|
|
Nov 08, 2022
Q3 2022
|
Hanseatic Management Services Inc
|
BUY
|
- |
62New |
$3.36K - $5.55K
|
62
$8.54K
|
|
Nov 08, 2022
Q3 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.54KNew |
$83.4K - $138K
|
1.54K
$212K
|
|
Nov 07, 2022
Q3 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-4.49K- 34.27% |
$243K - $402K
|
8.61K
$1.19M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-47- 81.03% |
$2.55K - $4.21K
|
11
$1.52K
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
2.52KNew |
$137K - $226K
|
2.52K
$347K
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
19+ 20.21% |
$1.03K - $1.7K
|
113
$15.6K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
157New |
$8.5K - $14.1K
|
157
$21.6K
|
|
Q2 2022 | |||||||
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-6Closed |
$307 - $414
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-59- 95.16% |
$3.02K - $4.07K
|
3
$413
|
|
Aug 15, 2022
Q2 2022
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-26.7KClosed |
$1.37M - $1.84M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
6.2K+ 124.0% |
$317K - $428K
|
11.2K
$1.54M
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
- |
-293- 46.07% |
$15K - $20.2K
|
343
$47.3K
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-3.33KClosed |
$170K - $229K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Natixis
Paris, I0 |
SELL
|
- |
-141KClosed |
$7.23M - $9.75M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2Closed |
$102 - $138
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Aigen Investment Management, LP
|
SELL
|
- |
-4.23KClosed |
$216K - $292K
|
0
$0
|
|
Q1 2022 | |||||||
May 18, 2022
Q1 2022
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-9.37KClosed |
$430K - $604K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
CALL |
-6.9K- 63.89% |
$316K - $445K
|
3.9K
$537K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-29Closed |
$1.33K - $1.87K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-12.9KClosed |
$593K - $835K
|
0
$0
|