Institutional Ownership Pricesmart Inc (PSMT)
This table provides information about the institutional ownership of Pricesmart Inc (PSMT). We have compiled data on the 299 institutions that hold shares in the stock, with a total of 25.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
563
shares
|
$59,351
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
553
shares
|
$58,297
0.0% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
475
shares
|
$50,074
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
459
shares
|
$48,387
0.03% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
441
shares
|
$46,490
0.0% of portfolio
|
Q1 2025
Reduced 11.98%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
405
shares
|
$42,695
0.0% of portfolio
|
Q2 2025
Added 6.86%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
388
shares
|
$40,902
0.0% of portfolio
|
Q3 2022
Added 25.57%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
313
shares
|
$32,996
0.0% of portfolio
|
Q4 2024
Added 89.46%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
297
shares
|
$31,309
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
295
shares
|
$31,098
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
238
shares
|
$25,089
0.0% of portfolio
|
Q4 2024
Added 9.68%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
231
shares
|
$24,352
0.0% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
230
shares
|
$24,246
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
197
shares
|
$20,767
0.0% of portfolio
|
Q1 2025
Added 98.99%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
180
shares
|
$18,975
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
179
shares
|
$18,870
0.01% of portfolio
|
Q1 2025
Added 159.42%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
175
shares
|
$18,448
0.0% of portfolio
|
Q1 2025
Reduced 43.91%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
160
shares
|
$16,867
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
157
shares
|
$16,550
0.0% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
151
shares
|
$15,918
0.0% of portfolio
|
Q4 2024
Added 32.46%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
147
shares
|
$15,496
0.0% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
140
shares
|
$14,758
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
109
shares
|
$11,490
0.0% of portfolio
|
Q4 2023
Reduced 3.54%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
98
shares
|
$10,331
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
93
shares
|
$9,804
0.0% of portfolio
|
Q1 2025
Added 57.63%
|