Latest Institutional Purchases of Pricesmart Inc (PSMT)
This list provides information on the latest institutional transactions involving Pricesmart Inc (PSMT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2022
Q3 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
14+ 0.05% |
$806 - $1.04K
|
26.5K
$2.57M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
8New |
$461 - $593
|
8
$775
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
8New |
$461 - $593
|
8
$775
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
7New |
$403 - $519
|
7
$678
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
4.77KNew |
$337K - $419K
|
4.77K
$462K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.62KNew |
$114K - $142K
|
1.62K
$157K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
287+ 10.58% |
$20.3K - $25.2K
|
3K
$291K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
210New |
$14.8K - $18.4K
|
210
$20.4K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
77New |
$5.44K - $6.76K
|
77
$7.46K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
53New |
$3.74K - $4.66K
|
53
$5.14K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
39New |
$2.75K - $3.43K
|
39
$3.78K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Robotti Robert
New York, NY |
BUY
|
- |
1K+ 18.01% |
$68.3K - $79.8K
|
6.55K
$635K
|
|
|
Apr 08, 2022
Q1 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
65New |
$4.44K - $5.19K
|
65
$6.3K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
3.11KNew |
$217K - $252K
|
3.11K
$301K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
59New |
$4.12K - $4.79K
|
59
$5.72K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$1.94M - $2.3M
|
25K
$2.42M
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
4.23KNew |
$328K - $389K
|
4.23K
$410K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
791New |
$61.3K - $72.7K
|
791
$76.7K
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
111New |
$8.61K - $10.2K
|
111
$10.8K
|
|
| Q1 2021 | |||||||
|
Apr 15, 2021
Q1 2021
|
R.H. Dinel Investment Counsel, Inc.
|
BUY
|
- |
650New |
$59.7K - $66.6K
|
650
$63K
|
|
| Q4 2020 | |||||||
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
2.69KNew |
$179K - $251K
|
2.69K
$261K
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
1.5K+ 17.65% |
$64.4K - $104K
|
10K
$969K
|
|
| Q4 2019 | |||||||
|
May 15, 2024
Q4 2019
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
42New |
$2.77K - $3.24K
|
42
$4.07K
|
|
|
Jan 29, 2020
Q4 2019
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
22New |
$1.45K - $1.7K
|
22
$2.13K
|
|
| Q4 2018 | |||||||
|
Feb 11, 2019
Q4 2018
|
Arcus Capital Partners, LLC
|
BUY
|
- |
9.02KNew |
$503K - $736K
|
9.02K
$874K
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
43New |
$3.52K - $4.03K
|
43
$4.17K
|
|
| Q1 2018 | |||||||
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.54K+ 20507.41% |
$434K - $488K
|
5.56K
$539K
|
|
| Q3 2017 | |||||||
|
Oct 10, 2017
Q3 2017
|
West Oak Capital, LLC
|
BUY
|
- |
35New |
$2.82K - $3.12K
|
35
$3.39K
|
|
|
Oct 25, 2017
Q3 2017
|
First Bank & Trust
|
BUY
|
- |
15New |
$1.21K - $1.34K
|
15
$1.45K
|
|
| Q4 2016 | |||||||
|
Jan 03, 2024
Q4 2016
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
430New |
N/A
|
430
$41.7K
|
|
| Q4 2012 | |||||||
|
Apr 08, 2024
Q4 2012
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
6.54KNew |
N/A
|
6.54K
$634K
|
|