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 |
|---|---|---|---|---|---|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
47
shares
|
$973
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
43
shares
|
$890
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
40
shares
|
$828
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
40
shares
|
$828
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
35
shares
|
$724
0.0% of portfolio
|
Q1 2025
Added 133.33%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
34
shares
|
$704
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
30
shares
|
$621
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
27
shares
|
$559
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
22
shares
|
$455
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
5
shares
|
$103
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|