Institutional Ownership Procept Bio Robotics Corp (PRCT)
This table provides information about the institutional ownership of Procept Bio Robotics Corp (PRCT). We have compiled data on the 304 institutions that hold shares in the stock, with a total of 42.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
75
shares
|
$4,278
0.0% of portfolio
|
Q1 2025
Reduced 60.32%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
73
shares
|
$4,164
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
67
shares
|
$3,822
0.0% of portfolio
|
Q1 2025
Reduced 98.81%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
66
shares
|
$3,765
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
63
shares
|
$3,594
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
63
shares
|
$3,594
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
60
shares
|
$3,423
0.0% of portfolio
|
Q3 2021
Reduced 66.67%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
57
shares
|
$3,251
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
54
shares
|
$3,080
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
50
shares
|
$2,852
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
50
shares
|
$2,852
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
50
shares
|
$2,852
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
46
shares
|
$2,624
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
46
shares
|
$2,624
0.0% of portfolio
|
Q4 2024
Added 6.98%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
45
shares
|
$2,567
0.0% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
43
shares
|
$2,453
0.0% of portfolio
|
Q3 2024
Added 22.86%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
38
shares
|
$2,167
0.0% of portfolio
|
Q1 2025
Reduced 9.52%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
37
shares
|
$2,110
0.0% of portfolio
|
Q1 2025
Reduced 39.34%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
36
shares
|
$2,053
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
34
shares
|
$1,939
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
30
shares
|
$1,711
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
30
shares
|
$1,711
0.0% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
28
shares
|
$1,597
0.0% of portfolio
|
Q1 2025
Reduced 65.0%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
26
shares
|
$1,483
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
16
shares
|
$912
0.0% of portfolio
|
Q1 2025
New holding
|