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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Rtw Investments, LP
New York, NY |
SELL
|
- |
-128KClosed |
$2.13M - $3.32M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Arizona State Retirement System
|
SELL
|
- |
-8.91KClosed |
$149K - $232K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Tekla Capital Management LLC
|
SELL
|
- |
-180KClosed |
$3M - $4.68M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-25.2KClosed |
$420K - $656K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-20.4KClosed |
$340K - $531K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-30Closed |
$501 - $782
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-32Closed |
$534 - $834
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Dupont Capital Management Corp
|
SELL
|
- |
-33.6KClosed |
$561K - $875K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Victory Capital Management Inc
|
SELL
|
- |
-11.6KClosed |
$194K - $303K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-8KClosed |
$134K - $208K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
16.5KNew |
$276K - $430K
|
16.5K
$108K
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-9.52KClosed |
$159K - $248K
|
0
$0
|
|
Q2 2021 | |||||||
Jan 27, 2023
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-500- 4.17% |
$9.08K - $13.9K
|
11.5K
$75.4K
|
|
Jan 28, 2022
Q2 2021
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-13.8KClosed |
$250K - $383K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
77.5KNew |
$1.41M - $2.15M
|
77.5K
$508K
|
|
Aug 16, 2021
Q2 2021
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-13KClosed |
$236K - $361K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-64KClosed |
$1.16M - $1.78M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-18.5KClosed |
$336K - $514K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Sectoral Asset Management Inc
Montreal, A8 |
SELL
|
- |
-121KClosed |
$2.19M - $3.34M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-48.2KClosed |
$875K - $1.34M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Aigen Investment Management, LP
|
SELL
|
- |
-13.3KClosed |
$242K - $370K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Premier Fund Managers LTD
|
SELL
|
- |
-150KClosed |
$2.72M - $4.17M
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-392Closed |
$7.11K - $10.9K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-514Closed |
$9.33K - $14.3K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-800Closed |
$14.5K - $22.2K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Cutler Group LP
|
BUY
|
- |
354+ 242.47% |
$6.43K - $9.82K
|
500
$3.28K
|
|
Q1 2021 | |||||||
Jun 26, 2023
Q1 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
6.6KNew |
$137K - $337K
|
6.6K
$43.3K
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.88KClosed |
$122K - $300K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Capital Impact Advisors, LLC
Boston, MA |
SELL
|
- |
-215KClosed |
$4.46M - $11M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-25.5KClosed |
$528K - $1.3M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-1.65KClosed |
$34.2K - $84.3K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-35.7KClosed |
$738K - $1.82M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-400Closed |
$8.28K - $20.4K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-295KClosed |
$6.12M - $15.1M
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Pittenger & Anderson Inc
|
SELL
|
- |
-45Closed |
$932 - $2.3K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Eam Global Investors LLC
Solana Beach, CA |
SELL
|
- |
-93KClosed |
$1.93M - $4.74M
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-11.1KClosed |
$230K - $566K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.39KClosed |
$132K - $326K
|
0
$0
|
|
Q4 2020 | |||||||
Mar 01, 2021
Q4 2020
|
Abingworth LLP
London, X0 |
SELL
|
- |
-4.46MClosed |
$97.5M - $196M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Perceptive Advisors LLC
New York, NY |
SELL
|
- |
-27.3KClosed |
$596K - $1.2M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-1.56K- 7.66% |
$34.1K - $68.8K
|
18.8K
$124K
|
|
Feb 12, 2021
Q4 2020
|
Hoyle Cohen, LLC
|
BUY
|
- |
3.09K+ 25.17% |
$67.5K - $136K
|
15.4K
$101K
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Penn Capital Management Company, LLC
Philadelphia, PA |
SELL
|
- |
-85.6KClosed |
$1.17M - $2.07M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Brandywine Managers, LLC
Hockessin, DE |
SELL
|
- |
-18.2KClosed |
$248K - $438K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Kamunting Street Capital Management, L.P.
Miami Beach, FL |
SELL
|
- |
-24.9KClosed |
$340K - $601K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-2KClosed |
$27.3K - $48.2K
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-500Closed |
$6.82K - $12.1K
|
0
$0
|
|
Oct 09, 2020
Q3 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.8KClosed |
$148K - $261K
|
0
$0
|
|
Q2 2020 | |||||||
May 24, 2024
Q2 2020
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
9.57KNew |
$73.2K - $135K
|
9.57K
$62.8K
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-250- 26.32% |
$1.91K - $3.53K
|
700
$4.59K
|