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 |
|---|---|---|---|---|---|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
28
shares
|
$2,601
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
25
shares
|
$2,322
0.0% of portfolio
|
Q3 2024
Added 150.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
25
shares
|
$2,322
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
24
shares
|
$2,229
0.0% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
22
shares
|
$2,044
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
18
shares
|
$1,672
0.0% of portfolio
|
Q4 2022
Added 12.5%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
17
shares
|
$1,579
0.0% of portfolio
|
Q3 2024
Reduced 15.0%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
17
shares
|
$1,579
0.0% of portfolio
|
Q3 2024
Reduced 32.0%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
12
shares
|
$1,114
0.0% of portfolio
|
Q3 2024
Added 140.0%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
12
shares
|
$1,114
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
10
shares
|
$929
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
8
shares
|
$743
0.0% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
7
shares
|
$650
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
6
shares
|
$557
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
5
shares
|
$464
0.0% of portfolio
|
Q4 2023
Reduced 73.68%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
4
shares
|
$371
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
3
shares
|
$278
0.0% of portfolio
|
Q2 2024
Reduced 40.0%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1
shares
|
$92
0.0% of portfolio
|
Q2 2023
Reduced 99.18%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
1
shares
|
$92
0.0% of portfolio
|
Q3 2024
New holding
|