Purchases and Sales Made in Q3 2023 in Insulet Corp (PODD)
This table provides information about the institutional ownership of Insulet Corp (PODD) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
31+ 44.29% |
$4.79K - $9.02K
|
101
$26.3K
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
30+ 3.0% |
$4.64K - $8.73K
|
1.03K
$268K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
27+ 0.8% |
$4.18K - $7.85K
|
3.4K
$884K
|
|
Nov 09, 2023
Q3 2023
|
S&Co Inc
Boston, MA |
BUY
|
- |
25+ 1.49% |
$3.87K - $7.27K
|
1.7K
$443K
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
24+ 800.0% |
$3.71K - $6.98K
|
27
$7.02K
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
22+ 0.15% |
$3.4K - $6.4K
|
14.2K
$3.7M
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
21+ 16.03% |
$3.25K - $6.11K
|
152
$39.5K
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
16+ 0.99% |
$2.47K - $4.65K
|
1.63K
$423K
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
16New |
$2.47K - $4.65K
|
16
$4.16K
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
15New |
$2.32K - $4.36K
|
15
$3.9K
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
15+ 1.58% |
$2.32K - $4.36K
|
965
$251K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
15+ 1.01% |
$2.32K - $4.36K
|
1.5K
$389K
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
15New |
$2.32K - $4.36K
|
15
$3.9K
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
13+ 13.68% |
$2.01K - $3.78K
|
108
$28.1K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
11New |
$1.7K - $3.2K
|
11
$2.86K
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
6+ 66.67% |
$928 - $1.75K
|
15
$3.9K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 13.95% |
$928 - $1.75K
|
49
$12.7K
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
6+ 75.0% |
$928 - $1.75K
|
14
$3.64K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
6+ 0.27% |
$928 - $1.75K
|
2.2K
$573K
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
6+ 66.67% |
$928 - $1.75K
|
15
$3.9K
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$773 - $1.45K
|
5
$1.3K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
5New |
$773 - $1.45K
|
5
$1.3K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
5New |
$773 - $1.45K
|
5
$1.3K
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3New |
$464 - $873
|
3
$780
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$464 - $873
|
3
$780
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3+ 4.41% |
$464 - $873
|
71
$18.5K
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 25.0% |
$309 - $582
|
10
$2.6K
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$155 - $291
|
1
$260
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 50.0% |
$155 - $291
|
3
$780
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 2.22% |
$155 - $291
|
46
$12K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1+ 33.33% |
$155 - $291
|
4
$1.04K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1+ 10.0% |
$155 - $291
|
11
$2.86K
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 3.85% |
$309 - $582
|
50
$13K
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4- 66.67% |
$619 - $1.16K
|
2
$520
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-5- 0.03% |
$773 - $1.45K
|
19K
$4.95M
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-5- 0.29% |
$773 - $1.45K
|
1.72K
$448K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6- 0.3% |
$928 - $1.75K
|
2.01K
$522K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-6- 1.93% |
$928 - $1.75K
|
305
$79.3K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-7- 11.11% |
$1.08K - $2.04K
|
56
$14.6K
|
|
Nov 14, 2023
Q3 2023
|
Pier Capital, LLC
Stamford, CT |
SELL
|
- |
-7- 0.39% |
$1.08K - $2.04K
|
1.81K
$471K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8- 80.0% |
$1.24K - $2.33K
|
2
$520
|
|
Nov 13, 2023
Q3 2023
|
Eulav Asset Management
|
SELL
|
- |
-9- 0.11% |
$1.39K - $2.62K
|
8.3K
$2.16M
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-10- 0.27% |
$1.55K - $2.91K
|
3.65K
$950K
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-10- 50.0% |
$1.55K - $2.91K
|
10
$2.6K
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-15- 0.25% |
$2.32K - $4.36K
|
6.05K
$1.57M
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-16- 13.79% |
$2.47K - $4.65K
|
100
$26K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-16- 0.87% |
$2.47K - $4.65K
|
1.83K
$476K
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-16- 0.44% |
$2.47K - $4.65K
|
3.66K
$951K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-17- 3.62% |
$2.63K - $4.95K
|
453
$118K
|