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 293 institutions that hold shares in the stock, with a total of 44 Million shares, which have been reported (via 13F filing form) to have a value of $1.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
100
shares
|
$3,952
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
95
shares
|
$3,754
0.0% of portfolio
|
Q2 2025
Added 18.75%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
73
shares
|
$2,884
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
67
shares
|
$2,647
0.0% of portfolio
|
Q1 2025
Reduced 98.81%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
66
shares
|
$2,608
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
63
shares
|
$2,489
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
63
shares
|
$2,489
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
60
shares
|
$2,371
0.0% of portfolio
|
Q3 2021
Reduced 66.67%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
54
shares
|
$2,134
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
53
shares
|
$2,094
0.0% of portfolio
|
Q2 2025
Added 17.78%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
50
shares
|
$1,976
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
36
shares
|
$1,422
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
35
shares
|
$1,383
0.0% of portfolio
|
Q2 2025
Reduced 18.6%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
30
shares
|
$1,185
0.0% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
28
shares
|
$1,106
0.0% of portfolio
|
Q2 2025
Reduced 77.42%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
22
shares
|
$869
0.0% of portfolio
|
Q2 2025
Reduced 97.98%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
21
shares
|
$829
0.0% of portfolio
|
Q2 2025
Added 110.0%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
17
shares
|
$671
0.0% of portfolio
|
Q2 2025
Reduced 63.04%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
16
shares
|
$632
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
15
shares
|
$592
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
14
shares
|
$553
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
14
shares
|
$553
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
11
shares
|
$434
0.0% of portfolio
|
Q2 2025
Reduced 67.65%
|
|
|
J.Safra Asset Management Corp
|
Jul 28, 2025 Q2 2025 |
8
shares
|
$316
0.0% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
8
shares
|
$316
0.0% of portfolio
|
Q4 2024
New holding
|