Institutional Ownership Pricesmart Inc (PSMT)
This table provides information about the institutional ownership of Pricesmart Inc (PSMT). We have compiled data on the 278 institutions that hold shares in the stock, with a total of 21 Million shares, which have been reported (via 13F filing form) to have a value of $1.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
217
shares
|
$20,161
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
217
shares
|
$20,161
0.0% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
215
shares
|
$19,975
0.0% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
214
shares
|
$19,882
0.0% of portfolio
|
Q3 2024
Added 27.38%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
200
shares
|
$18,582
0.0% of portfolio
|
Q4 2024
Added 21.95%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
183
shares
|
$17,002
0.0% of portfolio
|
Q3 2024
Added 7.65%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
152
shares
|
$14,122
0.0% of portfolio
|
Q2 2024
Added 9.35%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
145
shares
|
$13,471
0.0% of portfolio
|
Q3 2024
Reduced 19.44%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
114
shares
|
$10,591
0.0% of portfolio
|
Q3 2024
Added 14.0%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
110
shares
|
$10,220
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
109
shares
|
$10,127
0.0% of portfolio
|
Q4 2023
Reduced 3.54%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
93
shares
|
$8,640
0.0% of portfolio
|
Q2 2024
Added 40.91%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
93
shares
|
$8,640
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
80
shares
|
$7,432
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
75
shares
|
$6,968
0.0% of portfolio
|
Q1 2020
Reduced 6.67%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
71
shares
|
$6,596
0.0% of portfolio
|
Q3 2024
Reduced 84.26%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
65
shares
|
$6,039
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
62
shares
|
$5,760
0.0% of portfolio
|
Q3 2024
Added 138.46%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
59
shares
|
$5,481
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
59
shares
|
$5,481
0.0% of portfolio
|
Q3 2024
Added 78.79%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
49
shares
|
$4,552
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
39
shares
|
$3,623
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
West Oak Capital, LLC
|
Oct 17, 2024 Q3 2024 |
35
shares
|
$3,251
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
29
shares
|
$2,694
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
29
shares
|
$2,694
0.0% of portfolio
|
Q3 2024
New holding
|