Purchases and Sales Made in Q1 2023 in Palomar Holdings, Inc. (PLMR)
This table provides information about the institutional ownership of Palomar Holdings, Inc. (PLMR) during Q1 2023. The information is specifically focused on institutions that hold shares of Palomar Holdings, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.58K+ 32.19% |
$167K - $219K
|
14.7K
$1.59M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.84K+ 47.55% |
$132K - $174K
|
8.83K
$957K
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.57K+ 1.38% |
$119K - $157K
|
188K
$20.4M
|
|
May 12, 2023
Q1 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
2.25K+ 4.71% |
$105K - $137K
|
50K
$5.43M
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.16K+ 0.85% |
$101K - $132K
|
256K
$27.7M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.84K+ 1.05% |
$85.3K - $112K
|
176K
$19.1M
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.72K+ 2.42% |
$80K - $105K
|
72.9K
$7.91M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.65K+ 251.91% |
$76.7K - $101K
|
2.31K
$250K
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1.62K+ 710.53% |
$75.3K - $98.9K
|
1.85K
$200K
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.48K+ 38.22% |
$68.7K - $90.2K
|
5.35K
$580K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.4K+ 13.02% |
$65.3K - $85.6K
|
12.2K
$1.32M
|
|
May 09, 2023
Q1 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
1.3K+ 0.7% |
$60.5K - $79.4K
|
186K
$20.2M
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.22K+ 1.26% |
$56.9K - $74.7K
|
98.5K
$10.7M
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
878+ 4.08% |
$40.8K - $53.6K
|
22.4K
$2.43M
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
739+ 25.75% |
$34.4K - $45.1K
|
3.61K
$391K
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
725+ 14.08% |
$33.7K - $44.3K
|
5.88K
$637K
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
700+ 72.24% |
$32.6K - $42.7K
|
1.67K
$181K
|
|
Apr 27, 2023
Q1 2023
|
New York State Teachers Retirement System
|
BUY
|
- |
686+ 2.72% |
$31.9K - $41.9K
|
25.9K
$2.81M
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
676+ 0.54% |
$31.4K - $41.3K
|
125K
$13.6M
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
569+ 3.58% |
$26.5K - $34.7K
|
16.5K
$1.79M
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
493+ 0.82% |
$22.9K - $30.1K
|
60.7K
$6.58M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
444+ 32.17% |
$20.7K - $27.1K
|
1.82K
$198K
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
431+ 1.88% |
$20K - $26.3K
|
23.3K
$2.53M
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
377+ 3.16% |
$17.5K - $23K
|
12.3K
$1.34M
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
292+ 2.81% |
$13.6K - $17.8K
|
10.7K
$1.16M
|
|
May 11, 2023
Q1 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
210+ 1.15% |
$9.77K - $12.8K
|
18.5K
$2M
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
206New |
$9.58K - $12.6K
|
206
$22.3K
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
188+ 2.64% |
$8.74K - $11.5K
|
7.31K
$793K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
143+ 14.12% |
$6.65K - $8.73K
|
1.16K
$125K
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
52+ 0.39% |
$2.42K - $3.17K
|
13.3K
$1.44M
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
43+ 0.44% |
$2K - $2.62K
|
9.81K
$1.06M
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
36+ 276.92% |
$1.67K - $2.2K
|
49
$5.31K
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
24+ 27.91% |
$1.12K - $1.46K
|
110
$11.9K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
23+ 4.23% |
$1.07K - $1.4K
|
567
$61.5K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16New |
$744 - $977
|
16
$1.74K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
13+ 108.33% |
$605 - $794
|
25
$2.71K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9New |
$419 - $549
|
9
$976
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9New |
$419 - $549
|
9
$976
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
8+ 400.0% |
$372 - $488
|
10
$1.08K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
7+ 38.89% |
$326 - $427
|
25
$2.71K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4New |
$186 - $244
|
4
$434
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 8.0% |
$93 - $122
|
27
$2.93K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 22.22% |
$93 - $122
|
11
$1.19K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
2+ 28.57% |
$93 - $122
|
9
$976
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 50.0% |
$46.5 - $61
|
3
$325
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1New |
$46.5 - $61
|
1
$108
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 20.0% |
$46.5 - $61
|
4
$434
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-13- 72.22% |
$605 - $794
|
5
$542
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-29- 35.37% |
$1.35K - $1.77K
|
53
$5.75K
|