Institutional Ownership Personalis, Inc. (PSNL)
This table provides information about the institutional ownership of Personalis, Inc. (PSNL). We have compiled data on the 113 institutions that hold shares in the stock, with a total of 33.3 Million shares, which have been reported (via 13F filing form) to have a value of $214 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
400
shares
|
$2,572
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
400
shares
|
$2,572
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
209
shares
|
$1,343
0.0% of portfolio
|
Q1 2025
Added 167.95%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
203
shares
|
$1,305
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Berbice Capital Management LLC
Melville, NY |
May 01, 2025 Q1 2025 |
200
shares
|
$1,286
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
195
shares
|
$1,253
0.0% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
158
shares
|
$1,015
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
142
shares
|
$913
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|