Purchases and Sales Made in Q2 2025 in Insulet Corp (PODD)
This table provides information about the institutional ownership of Insulet Corp (PODD) during Q2 2025. The information is specifically focused on institutions that hold shares of INSULET CORP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3New |
$716 - $982
|
3
$1.02K
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
3New |
$716 - $982
|
3
$1.02K
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
3+ 300.0% |
$716 - $982
|
4
$1.36K
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2+ 16.67% |
$477 - $655
|
14
$4.76K
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2New |
$477 - $655
|
2
$681
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2New |
$477 - $655
|
2
$681
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 200.0% |
$477 - $655
|
3
$1.02K
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
2+ 0.09% |
$477 - $655
|
2.22K
$756K
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
2New |
$477 - $655
|
2
$681
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 3.45% |
$477 - $655
|
60
$20.4K
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2+ 50.0% |
$477 - $655
|
6
$2.04K
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
2New |
$477 - $655
|
2
$681
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1New |
$239 - $327
|
1
$340
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.43% |
$239 - $327
|
231
$78.6K
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
1+ 1.75% |
$239 - $327
|
58
$19.7K
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1New |
$239 - $327
|
1
$340
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 50.0% |
$239 - $327
|
3
$1.02K
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1+ 100.0% |
$239 - $327
|
2
$681
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1New |
$239 - $327
|
1
$340
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1New |
$239 - $327
|
1
$340
|
|
Aug 05, 2025
Q2 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
1+ 0.1% |
$239 - $327
|
971
$330K
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 1.75% |
$239 - $327
|
58
$19.7K
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1+ 1.15% |
$239 - $327
|
88
$29.9K
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1+ 0.04% |
$239 - $327
|
2.36K
$802K
|
|
Jul 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1+ 0.1% |
$239 - $327
|
1.05K
$357K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 33.33% |
$239 - $327
|
2
$681
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-1- 11.11% |
$239 - $327
|
8
$2.72K
|
|
Aug 13, 2025
Q2 2025
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-1- -0.0% |
$239 - $327
|
168K
$57.2M
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-1- 25.0% |
$239 - $327
|
3
$1.02K
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1- 0.03% |
$239 - $327
|
3.75K
$1.28M
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1- 0.22% |
$239 - $327
|
464
$158K
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-1- 0.48% |
$239 - $327
|
207
$70.4K
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1- 1.75% |
$239 - $327
|
56
$19.1K
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1- 0.09% |
$239 - $327
|
1.08K
$367K
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
SELL
|
- |
-1- 33.33% |
$239 - $327
|
2
$681
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-2- 1.54% |
$477 - $655
|
128
$43.6K
|
|
Aug 08, 2025
Q2 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-2- 1.27% |
$477 - $655
|
156
$53.1K
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-2- 6.25% |
$477 - $655
|
30
$10.2K
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-2- 0.26% |
$477 - $655
|
763
$260K
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-2- 0.18% |
$477 - $655
|
1.12K
$380K
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-3- 75.0% |
$716 - $982
|
1
$340
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3- 0.96% |
$716 - $982
|
311
$106K
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-5- 4.76% |
$1.19K - $1.64K
|
100
$34K
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5- 0.28% |
$1.19K - $1.64K
|
1.77K
$601K
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-5- 0.14% |
$1.19K - $1.64K
|
3.47K
$1.18M
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-5- 6.25% |
$1.19K - $1.64K
|
75
$25.5K
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6- 28.57% |
$1.43K - $1.96K
|
15
$5.1K
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-6- 28.57% |
$1.43K - $1.96K
|
15
$5.1K
|
|
Aug 04, 2025
Q2 2025
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-6- 0.06% |
$1.43K - $1.96K
|
9.35K
$3.18M
|