Latest Institutional Transactions on Personalis, Inc. (PSNL)
This table provides information on the latest institutional transactions involving Personalis, Inc. (PSNL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
11.1K+ 48.23% |
$39K - $73.8K
|
34.2K
$224K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-154K- 38.45% |
$542K - $1.02M
|
247K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-6.2K- 7.62% |
$21.8K - $41.2K
|
75.2K
$493K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
101K+ 454.99% |
$354K - $669K
|
123K
$807K
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
400New |
$1.4K - $2.66K
|
400
$2.62K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
18.5KNew |
$64.9K - $123K
|
18.5K
$121K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-304- 2.58% |
$1.07K - $2.02K
|
11.5K
$75.2K
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
225K+ 54.85% |
$790K - $1.49M
|
635K
$4.17M
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-98- 14.24% |
$344 - $651
|
590
$3.87K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
875+ 6.01% |
$3.07K - $5.81K
|
15.4K
$101K
|
|
|
May 13, 2025
Q1 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
604KNew |
$2.12M - $4.01M
|
604K
$3.96M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
17.1K+ 33.89% |
$59.9K - $113K
|
67.4K
$442K
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
16.1K+ 3.23% |
$56.5K - $107K
|
514K
$3.37M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-500- 4.5% |
$1.76K - $3.32K
|
10.6K
$69.5K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.38K+ 10.46% |
$15.4K - $29.1K
|
46.3K
$304K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
8.03K+ 9.03% |
$28.2K - $53.3K
|
97K
$637K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15K+ 60.0% |
$52.7K - $99.6K
|
40K
$262K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-46.9K- 97.33% |
$165K - $312K
|
1.29K
$8.44K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-984- 16.81% |
$3.45K - $6.53K
|
4.87K
$31.9K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-321- 2.26% |
$1.13K - $2.13K
|
13.9K
$91K
|
|
|
May 09, 2025
Q1 2025
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
30.4K+ 120.85% |
$107K - $202K
|
55.6K
$365K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
102K+ 55.66% |
$357K - $675K
|
284K
$1.87M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-444K- 25.61% |
$1.56M - $2.95M
|
1.29M
$8.47M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2+ 0.01% |
$7.02 - $13.3
|
22.9K
$151K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
20.2K+ 7.69% |
$70.9K - $134K
|
283K
$1.86M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-4.85K- 1.12% |
$17K - $32.2K
|
426K
$2.8M
|
|
|
May 07, 2025
Q1 2025
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-57.3K- 7.82% |
$201K - $381K
|
676K
$4.43M
|
|
|
May 07, 2025
Q1 2025
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
413K+ 6.09% |
$1.45M - $2.74M
|
7.19M
$47.2M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.83K+ 904.95% |
$6.42K - $12.1K
|
2.03K
$13.3K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4K+ 2.78% |
$14K - $26.6K
|
148K
$970K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
49.2K+ 146.99% |
$173K - $327K
|
82.7K
$542K
|
|
|
May 06, 2025
Q1 2025
|
Aigh Capital Management LLC
Baltimore, MD |
BUY
|
- |
170K+ 4.47% |
$596K - $1.13M
|
3.97M
$26M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
203New |
$713 - $1.35K
|
203
$1.33K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.91KNew |
$6.71K - $12.7K
|
1.91K
$12.5K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
131+ 167.95% |
$460 - $870
|
209
$1.37K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
200+ 100.0% |
$702 - $1.33K
|
400
$2.62K
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
200New |
$702 - $1.33K
|
200
$1.31K
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
2.72K+ 18.18% |
$9.56K - $18.1K
|
17.7K
$116K
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
326+ 21.98% |
$1.14K - $2.16K
|
1.81K
$11.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-57.3K- 7.82% |
$201K - $381K
|
676K
$4.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
100New |
$351 - $664
|
100
$656
|
|
|
Apr 09, 2025
Q1 2025
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-1.7K- 4.36% |
$5.96K - $11.3K
|
37.3K
$245K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-475- 19.58% |
$1.61K - $2.97K
|
1.95K
$12.8K
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-6K- 83.03% |
$20.3K - $37.6K
|
1.23K
$8.04K
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
60.1KNew |
$203K - $376K
|
60.1K
$394K
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
12.6KNew |
$42.5K - $78.6K
|
12.6K
$82.4K
|
|
|
Feb 14, 2025
Q4 2024
|
683 Capital Management, LLC
New York, NY |
BUY
|
- |
134KNew |
$453K - $839K
|
134K
$879K
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-2.03K- 5.64% |
$6.86K - $12.7K
|
33.9K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
20.2K+ 104.12% |
$68.3K - $126K
|
39.6K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
119K+ 764.98% |
$401K - $742K
|
134K
$880K
|
|