Institutional Ownership Privia Health Group, Inc. (PRVA)
This table provides information about the institutional ownership of Privia Health Group, Inc. (PRVA). We have compiled data on the 268 institutions that hold shares in the stock, with a total of 101 Million shares, which have been reported (via 13F filing form) to have a value of $2.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
358
shares
|
$7,414
0.01% of portfolio
|
Q1 2022
Added 1604.76%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
338
shares
|
$6,999
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
300
shares
|
$6,213
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
281
shares
|
$5,819
0.0% of portfolio
|
Q3 2023
Added 22.71%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
281
shares
|
$5,819
0.0% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
225
shares
|
$4,659
0.0% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
215
shares
|
$4,452
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
214
shares
|
$4,431
0.0% of portfolio
|
Q4 2024
Added 32.92%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
194
shares
|
$4,017
0.0% of portfolio
|
Q1 2025
Added 19300.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
191
shares
|
$3,955
0.0% of portfolio
|
Q1 2025
Reduced 91.97%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
184
shares
|
$3,810
0.0% of portfolio
|
Q1 2025
Added 15.0%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
180
shares
|
$3,727
0.0% of portfolio
|
Q1 2025
Added 35.34%
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
172
shares
|
$3,562
0.0% of portfolio
|
Q1 2025
Added 47.01%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
150
shares
|
$3,106
0.0% of portfolio
|
Q1 2025
Added 87.5%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
119
shares
|
$2,464
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
114
shares
|
$2,360
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
114
shares
|
$2,360
0.0% of portfolio
|
Q4 2024
Added 111.11%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
106
shares
|
$2,195
0.0% of portfolio
|
Q3 2023
Added 21.84%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
98
shares
|
$2,029
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
62
shares
|
$1,284
0.0% of portfolio
|
Q1 2025
Reduced 25.3%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
60
shares
|
$1,242
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
60
shares
|
$1,242
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
59
shares
|
$1,221
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
49
shares
|
$1,014
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
49
shares
|
$1,014
0.0% of portfolio
|
Q1 2025
Reduced 18.33%
|