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 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9New |
$419 - $549
|
9
$976
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9New |
$419 - $549
|
9
$976
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4New |
$186 - $244
|
4
$434
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
2+ 28.57% |
$93 - $122
|
9
$976
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1New |
$46.5 - $61
|
1
$108
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
275KNew |
$12.2M - $25.9M
|
275K
$29.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
5.99KNew |
$265K - $566K
|
5.99K
$649K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
5.7KNew |
$253K - $539K
|
5.7K
$618K
|
|
|
Feb 14, 2023
Q4 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
5.25KNew |
$233K - $496K
|
5.25K
$570K
|
|
|
Feb 08, 2023
Q4 2022
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
4.6KNew |
$204K - $435K
|
4.6K
$499K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.8KNew |
$79.7K - $170K
|
1.8K
$195K
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.61K+ 0.79% |
$71.2K - $152K
|
206K
$22.3M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
137New |
$6.07K - $12.9K
|
137
$14.9K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
19New |
$841 - $1.8K
|
19
$2.06K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
61.4K+ 54.38% |
$3.32M - $5.49M
|
174K
$18.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
52.2KNew |
$2.83M - $4.68M
|
52.2K
$5.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
46.5KNew |
$2.52M - $4.17M
|
46.5K
$5.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
33.2KNew |
$1.8M - $2.97M
|
33.2K
$3.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Cna Financial Corp
Chicago, IL |
BUY
|
- |
6.18KNew |
$335K - $553K
|
6.18K
$670K
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
2.52KNew |
$137K - $226K
|
2.52K
$273K
|
|
|
Nov 08, 2022
Q3 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.54KNew |
$83.4K - $138K
|
1.54K
$167K
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
226New |
$12.2K - $20.2K
|
226
$24.5K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
157New |
$8.5K - $14.1K
|
157
$17K
|
|
|
Nov 08, 2022
Q3 2022
|
Hanseatic Management Services Inc
|
BUY
|
- |
62New |
$3.36K - $5.55K
|
62
$6.72K
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
19+ 20.21% |
$1.03K - $1.7K
|
113
$12.3K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
6.2K+ 124.0% |
$317K - $428K
|
11.2K
$1.21M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.07KNew |
$208K - $281K
|
4.07K
$441K
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.71KNew |
$190K - $256K
|
3.71K
$402K
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
11.2KNew |
$512K - $719K
|
11.2K
$1.21M
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
5.86K+ 44.41% |
$355K - $562K
|
19.1K
$2.07M
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.3KNew |
$92.3K - $122K
|
1.3K
$141K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
5New |
$355 - $469
|
5
$542
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
3.05KNew |
$192K - $243K
|
3.05K
$330K
|
|
|
Aug 16, 2021
Q2 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
3KNew |
$189K - $240K
|
3K
$325K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
82.4KNew |
$5.14M - $9.27M
|
82.4K
$8.94M
|
|
| Q4 2020 | |||||||
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
860+ 27.3% |
$56.7K - $93.6K
|
4.01K
$435K
|
|
|
Feb 13, 2024
Q4 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
10New |
$659 - $1.09K
|
10
$1.08K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.76K+ 320.73% |
$86.4K - $151K
|
2.31K
$251K
|
|
| Q4 2019 | |||||||
|
Jan 02, 2024
Q4 2019
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
153New |
$5.75K - $8.49K
|
153
$16.6K
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
100KNew |
$1.85M - $2.49M
|
100K
$10.9M
|
|