Purchases and Sales Made in Q1 2025 in Palomar Holdings, Inc. (PLMR)
This table provides information about the institutional ownership of Palomar Holdings, Inc. (PLMR) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
118+ 226.92% |
$12K - $16.2K
|
170
$24.6K
|
|
|
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 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
39+ 325.0% |
$3.96K - $5.35K
|
51
$7.37K
|
|
|
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
|
Los Angeles Capital Management LLC
|
BUY
|
- |
29+ 0.13% |
$2.94K - $3.98K
|
22.7K
$3.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
27+ 46.55% |
$2.74K - $3.7K
|
85
$12.3K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
22+ 4.46% |
$2.23K - $3.02K
|
515
$74.4K
|
|
|
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 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
8+ 114.29% |
$812 - $1.1K
|
15
$2.17K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
8+ 38.1% |
$812 - $1.1K
|
29
$4.19K
|
|
|
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
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 400.0% |
$406 - $548
|
5
$722
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.92% |
$406 - $548
|
441
$63.7K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
4+ 22.22% |
$406 - $548
|
22
$3.18K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4New |
$406 - $548
|
4
$578
|
|
|
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
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 33.33% |
$102 - $137
|
4
$578
|
|
|
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
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-6- 0.08% |
$609 - $822
|
7.58K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-8- 0.04% |
$812 - $1.1K
|
21.3K
$3.08M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-10- 0.82% |
$1.02K - $1.37K
|
1.21K
$175K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
SELL
|
- |
-12- 0.12% |
$1.22K - $1.64K
|
10.3K
$1.49M
|
|
|
Jun 12, 2025
Q1 2025
|
Sheets Smith Investment Management
Houston, TX |
SELL
|
- |
-15- 0.1% |
$1.52K - $2.06K
|
15.4K
$2.23M
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-20- 25.0% |
$2.03K - $2.74K
|
60
$8.67K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-22- 52.38% |
$2.23K - $3.02K
|
20
$2.89K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-29- 1.48% |
$2.94K - $3.98K
|
1.93K
$278K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-43- 20.28% |
$4.36K - $5.89K
|
169
$24.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-59- 1.96% |
$5.99K - $8.09K
|
2.95K
$426K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-77- 2.61% |
$7.82K - $10.6K
|
2.88K
$415K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-79- 94.05% |
$8.02K - $10.8K
|
5
$722
|