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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
7.4KNew |
$8.81K - $46.9K
|
7.4K
$26.8K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
14.1K+ 7.75% |
$16.4K - $23.2K
|
195K
$707K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
11.4K+ 0.35% |
$13.3K - $18.8K
|
3.29M
$11.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Board Of Trustees Of The Leland Stanford Junior University
Stanford, CA |
SELL
|
- |
-3.16K- 16.67% |
$3.69K - $5.21K
|
15.8K
$57.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
12.5KNew |
$14.6K - $20.6K
|
12.5K
$45.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.5K- 43.47% |
$1.76K - $2.48K
|
1.95K
$7.06K
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
51.5K+ 24.39% |
$60.2K - $85K
|
263K
$951K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
100New |
$117 - $165
|
100
$362
|
|
|
Aug 09, 2024
Q2 2024
|
Perkins Capital Management Inc
|
BUY
|
- |
257KNew |
$301K - $425K
|
257K
$931K
|
|
|
Aug 07, 2024
Q2 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1.61K- 0.55% |
$1.88K - $2.65K
|
292K
$1.06M
|
|
| Q1 2024 | |||||||
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
27.7KNew |
$31.8K - $60.6K
|
27.7K
$100K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
34.9K+ 58.07% |
$40.1K - $76.4K
|
95K
$344K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
31.7K+ 294.91% |
$36.4K - $69.4K
|
42.4K
$154K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
100New |
$115 - $219
|
100
$362
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
50K+ 11.27% |
$57.5K - $110K
|
494K
$1.79M
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
5K+ 50.0% |
$5.75K - $11K
|
15K
$54.3K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
11.5KNew |
$10.7K - $26.9K
|
11.5K
$41.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
78+ 38.05% |
$72.5 - $183
|
283
$1.02K
|
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
73KNew |
$67.9K - $172K
|
73K
$264K
|
|
|
Feb 08, 2024
Q4 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
10.7KNew |
$9.95K - $25.1K
|
10.7K
$38.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
513New |
$477 - $1.21K
|
513
$1.86K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-22.2K- 59.88% |
$40K - $70.8K
|
14.9K
$53.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
12.6KNew |
$22.8K - $40.3K
|
12.6K
$45.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
376K+ 179.6% |
$676K - $1.2M
|
585K
$2.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
69+ 0.69% |
$124 - $220
|
10.1K
$36.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.71KNew |
$6.68K - $11.8K
|
3.71K
$13.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2New |
$3.6 - $6.38
|
2
$7.24
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.1KNew |
$23.5K - $41.7K
|
13.1K
$47.3K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
900New |
$1.62K - $2.87K
|
900
$3.26K
|
|
| Q1 2023 | |||||||
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
500+ 41.67% |
$1K - $2.09K
|
1.7K
$6.15K
|
|
|
May 15, 2023
Q1 2023
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
84K+ 7.23% |
$169K - $350K
|
1.25M
$4.51M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
31New |
$62.3 - $129
|
31
$112
|
|
| Q4 2022 | |||||||
|
Dec 09, 2024
Q4 2022
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-400KClosed |
$712K - $1.46M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
15KNew |
$26.7K - $54.6K
|
15K
$54.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-61.7K- 71.55% |
$110K - $224K
|
24.5K
$88.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-3.4K- 21.97% |
$6.05K - $12.4K
|
12.1K
$43.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Prosight Management, LP
Dallas, TX |
BUY
|
- |
58.7KNew |
$104K - $214K
|
58.7K
$212K
|
|
|
Feb 14, 2023
Q4 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
23.9K+ 26.33% |
$42.5K - $86.9K
|
115K
$415K
|
|
|
Feb 14, 2023
Q4 2022
|
B. Riley Asset Management, LLC
Dallas, TX |
BUY
|
- |
126KNew |
$224K - $457K
|
126K
$455K
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
38KNew |
$67.6K - $138K
|
38K
$137K
|
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.39K+ 88.32% |
$2.48K - $5.06K
|
2.97K
$10.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
105KNew |
$187K - $382K
|
105K
$380K
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
22.9KNew |
$40.8K - $83.5K
|
22.9K
$83K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
124New |
$221 - $451
|
124
$449
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
10.4KNew |
$18.6K - $38K
|
10.4K
$37.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Monarch Partners Asset Management LLC
|
BUY
|
- |
2.34K+ 0.73% |
$4.17K - $8.53K
|
321K
$1.16M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
140KNew |
$249K - $509K
|
140K
$506K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-6.3K- 14.34% |
$18.2K - $33.5K
|
37.6K
$136K
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
CALL |
45.2KNew |
$131K - $240K
|
45.2K
$164K
|
|
|
Nov 14, 2022
Q3 2022
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-96.3K- 69.44% |
$278K - $512K
|
42.4K
$153K
|
|