Purchases and Sales Made in Q2 2023 in Personalis, Inc. (PSNL)
This table provides information about the institutional ownership of Personalis, Inc. (PSNL) during Q2 2023. The information is specifically focused on institutions that hold shares of Personalis, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
376K+ 179.6% |
$676K - $1.2M
|
585K
$2.03M
|
|
Aug 14, 2023
Q2 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
216K+ 74.35% |
$390K - $690K
|
508K
$1.76M
|
|
Aug 14, 2023
Q2 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
164K+ 156.04% |
$295K - $524K
|
269K
$935K
|
|
Aug 09, 2023
Q2 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
114K+ 53.4% |
$206K - $365K
|
328K
$1.14M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
80.1K+ 140.79% |
$144K - $255K
|
137K
$475K
|
|
Aug 14, 2023
Q2 2023
|
Nikko Asset Management Americas, Inc.
|
BUY
|
- |
65K+ 6.38% |
$117K - $207K
|
1.08M
$3.76M
|
|
Jul 31, 2023
Q2 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
65K+ 6.38% |
$117K - $207K
|
1.08M
$3.76M
|
|
Aug 14, 2023
Q2 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
39K+ 33.77% |
$70.2K - $124K
|
155K
$536K
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
30.5KNew |
$55K - $97.4K
|
30.5K
$106K
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
19.9KNew |
$35.8K - $63.5K
|
19.9K
$69.1K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.9K+ 24.95% |
$34.1K - $60.4K
|
94.8K
$329K
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.2K+ 9.37% |
$30.9K - $54.8K
|
201K
$696K
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.1KNew |
$23.5K - $41.7K
|
13.1K
$45.4K
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
12.6KNew |
$22.8K - $40.3K
|
12.6K
$43.9K
|
|
Aug 14, 2023
Q2 2023
|
Board Of Trustees Of The Leland Stanford Junior University
Stanford, CA |
BUY
|
- |
12.6K+ 100.0% |
$22.7K - $40.3K
|
25.3K
$87.7K
|
|
Aug 14, 2023
Q2 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
10.8K+ 2.65% |
$19.4K - $34.4K
|
418K
$1.45M
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5K+ 1.12% |
$9K - $16K
|
452K
$1.57M
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.71KNew |
$6.68K - $11.8K
|
3.71K
$12.9K
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.81K+ 2.06% |
$3.25K - $5.77K
|
89.5K
$310K
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
974+ 4.03% |
$1.75K - $3.11K
|
25.2K
$87.3K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
900New |
$1.62K - $2.87K
|
900
$3.12K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
261+ 4.38% |
$470 - $833
|
6.21K
$21.6K
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
69+ 0.69% |
$124 - $220
|
10.1K
$35K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15+ 5.75% |
$27 - $47.9
|
276
$958
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2New |
$3.6 - $6.38
|
2
$6.94
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-494- 7.51% |
$889 - $1.58K
|
6.09K
$21.1K
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-666- 63.37% |
$1.2K - $2.12K
|
385
$1.34K
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-891- 5.65% |
$1.6K - $2.84K
|
14.9K
$51.6K
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-3.75K- 0.42% |
$6.75K - $12K
|
879K
$3.05M
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.63K- 66.45% |
$11.9K - $21.1K
|
3.35K
$11.6K
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-7.78K- 14.6% |
$14K - $24.8K
|
45.5K
$158K
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.31K- 21.22% |
$16.8K - $29.7K
|
34.6K
$120K
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-10.2K- 17.41% |
$18.4K - $32.5K
|
48.4K
$168K
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-15.9K- 0.47% |
$28.6K - $50.7K
|
3.39M
$11.8M
|
|
Jul 06, 2023
Q2 2023
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-20.6K- 29.23% |
$37.1K - $65.8K
|
49.9K
$173K
|
|
Aug 11, 2023
Q2 2023
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-20.8K- 5.38% |
$37.4K - $66.3K
|
366K
$1.27M
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-22.2K- 59.88% |
$40K - $70.8K
|
14.9K
$51.6K
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-28.3K- 37.41% |
$50.9K - $90.2K
|
47.3K
$164K
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-28.3K- 37.41% |
$50.9K - $90.2K
|
47.3K
$164K
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-28.3K- 19.83% |
$51K - $90.3K
|
114K
$397K
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-30.5K- 40.39% |
$54.9K - $97.3K
|
45K
$156K
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-41.3K- 1.14% |
$74.4K - $132K
|
3.59M
$12.4M
|
|
Jul 10, 2023
Q2 2023
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-44.2K- 0.76% |
$79.6K - $141K
|
5.74M
$19.9M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-53.8K- 24.59% |
$96.9K - $172K
|
165K
$573K
|
|
Aug 14, 2023
Q2 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-60.3K- 26.99% |
$109K - $192K
|
163K
$566K
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-104K- 69.33% |
$187K - $331K
|
45.8K
$159K
|
|
Aug 07, 2023
Q2 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-144K- 22.3% |
$260K - $460K
|
503K
$1.75M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-246K- 93.33% |
$444K - $786K
|
17.6K
$61.1K
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-396K- 39.07% |
$713K - $1.26M
|
617K
$2.14M
|