Latest Institutional Purchases of Palomar Holdings, Inc. (PLMR)
This list provides information on the latest institutional transactions involving Palomar Holdings, Inc. (PLMR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
126New |
$12.8K - $17.3K
|
126
$18.2K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
122+ 5.8% |
$12.4K - $16.7K
|
2.23K
$321K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
119+ 0.1% |
$12.1K - $16.3K
|
119K
$17.1M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
117New |
$11.9K - $16K
|
117
$16.9K
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
99+ 3.93% |
$10K - $13.6K
|
2.62K
$378K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
95+ 9.09% |
$9.64K - $13K
|
1.14K
$165K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
73New |
$7.41K - $10K
|
73
$10.5K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
71New |
$7.21K - $9.73K
|
71
$10.3K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
70New |
$7.11K - $9.6K
|
70
$10.1K
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
60New |
$6.09K - $8.22K
|
60
$8.67K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
48+ 48.0% |
$4.87K - $6.58K
|
148
$21.4K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
41+ 9.9% |
$4.16K - $5.62K
|
455
$65.7K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
41+ 820.0% |
$4.16K - $5.62K
|
46
$6.64K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
39New |
$3.96K - $5.35K
|
39
$5.63K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
39+ 325.0% |
$3.96K - $5.35K
|
51
$7.37K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
29+ 0.13% |
$2.94K - $3.98K
|
22.7K
$3.28M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
22New |
$2.23K - $3.02K
|
22
$3.18K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20+ 153.85% |
$2.03K - $2.74K
|
33
$4.77K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
20New |
$2.03K - $2.74K
|
20
$2.89K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
18New |
$1.83K - $2.47K
|
18
$2.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 42.86% |
$1.52K - $2.06K
|
50
$7.22K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
13New |
$1.32K - $1.78K
|
13
$1.88K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
11+ 5.82% |
$1.12K - $1.51K
|
200
$28.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10New |
$1.02K - $1.37K
|
10
$1.44K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
8+ 38.1% |
$812 - $1.1K
|
29
$4.19K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
8+ 114.29% |
$812 - $1.1K
|
15
$2.17K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
7+ 233.33% |
$711 - $960
|
10
$1.44K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5+ 125.0% |
$508 - $685
|
9
$1.3K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
4+ 22.22% |
$406 - $548
|
22
$3.18K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.92% |
$406 - $548
|
441
$63.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4New |
$406 - $548
|
4
$578
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 400.0% |
$406 - $548
|
5
$722
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3New |
$305 - $411
|
3
$433
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2+ 0.68% |
$203 - $274
|
295
$42.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
2+ 0.01% |
$203 - $274
|
18.1K
$2.61M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$102 - $137
|
1
$144
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1New |
$102 - $137
|
1
$144
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 33.33% |
$102 - $137
|
4
$578
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
90K+ 175.49% |
$7.95M - $10.1M
|
141K
$20.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11.1KNew |
$980K - $1.24M
|
11.1K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
7.03K+ 88.75% |
$621K - $788K
|
14.9K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.81KNew |
$425K - $539K
|
4.81K
$695K
|
|
|
Feb 03, 2025
Q4 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
4.2KNew |
$371K - $471K
|
4.2K
$607K
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
4.09K+ 146.07% |
$361K - $458K
|
6.89K
$995K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
3.71KNew |
$327K - $416K
|
3.71K
$535K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
2.87KNew |
$254K - $322K
|
2.87K
$415K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.17K+ 1.27% |
$192K - $244K
|
173K
$25M
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.12K+ 5.87% |
$188K - $238K
|
38.3K
$5.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
2KNew |
$177K - $224K
|
2K
$289K
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
1.2K+ 14.63% |
$106K - $135K
|
9.4K
$1.36M
|
|