Institutional Ownership Palomar Holdings, Inc. (PLMR)
This table provides information about the institutional ownership of Palomar Holdings, Inc. (PLMR). We have compiled data on the 279 institutions that hold shares in the stock, with a total of 23.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
18
shares
|
$1,890
0.0% of portfolio
|
Q3 2023
Reduced 21.74%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
18
shares
|
$1,890
0.0% of portfolio
|
Q4 2023
Reduced 5.26%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
17
shares
|
$1,785
0.0% of portfolio
|
Q1 2024
Reduced 15.0%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
14
shares
|
$1,470
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
13
shares
|
$1,365
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
12
shares
|
$1,260
0.0% of portfolio
|
Q4 2023
Added 33.33%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
11
shares
|
$1,155
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
10
shares
|
$1,050
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
9
shares
|
$945
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
8
shares
|
$840
0.0% of portfolio
|
Q3 2024
Reduced 68.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
7
shares
|
$735
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
7
shares
|
$735
0.0% of portfolio
|
Q3 2024
Added 40.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
6
shares
|
$630
0.0% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
6
shares
|
$630
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
5
shares
|
$525
0.0% of portfolio
|
Q4 2023
Reduced 80.0%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
5
shares
|
$525
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
4
shares
|
$420
0.0% of portfolio
|
Q1 2023
Reduced 20.0%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
4
shares
|
$420
0.0% of portfolio
|
Q3 2024
Reduced 93.85%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
3
shares
|
$315
0.0% of portfolio
|
Q2 2022
Reduced 95.16%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
2
shares
|
$210
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
2
shares
|
$210
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
2
shares
|
$210
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
1
shares
|
$105
0.0% of portfolio
|
Q1 2024
New holding
|