Purchases and Sales Made in Q1 2023 in Peloton Interactive, Inc. (PTON)
This table provides information about the institutional ownership of Peloton Interactive, Inc. (PTON) during Q1 2023. The information is specifically focused on institutions that hold shares of PELOTON INTERACTIVE, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
100New |
$812 - $1.7K
|
100
$883
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
100+ 769.23% |
$812 - $1.7K
|
113
$998
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
100New |
$812 - $1.7K
|
100
$883
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
100+ 66.67% |
$812 - $1.7K
|
250
$2.21K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
90+ 42.06% |
$731 - $1.53K
|
304
$2.68K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
84+ 27.63% |
$682 - $1.43K
|
388
$3.43K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
75+ 88.24% |
$609 - $1.27K
|
160
$1.41K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
70+ 0.47% |
$568 - $1.19K
|
15K
$133K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
70+ 14.61% |
$568 - $1.19K
|
549
$4.85K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
61New |
$495 - $1.04K
|
61
$539
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
55+ 0.52% |
$447 - $934
|
10.6K
$93.4K
|
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
50+ 0.38% |
$406 - $849
|
13.3K
$117K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
43New |
$349 - $730
|
43
$380
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
33+ 3.3% |
$268 - $560
|
1.03K
$9.12K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
30New |
$244 - $509
|
30
$265
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
29+ 0.15% |
$235 - $492
|
19.1K
$169K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
25New |
$203 - $425
|
25
$221
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
23+ 4.51% |
$187 - $391
|
533
$4.71K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
20+ 133.33% |
$162 - $340
|
35
$309
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
14+ 0.22% |
$114 - $238
|
6.38K
$56.4K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
14New |
$114 - $238
|
14
$124
|
|
|
May 12, 2023
Q1 2023
|
Berkshire Capital Holdings Inc
San Jose, CA |
BUY
|
- |
10New |
$81.2 - $170
|
10
$88.3
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
10New |
$81.2 - $170
|
10
$88.3
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7+ 0.02% |
$56.8 - $119
|
30.9K
$273K
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-6- 11.11% |
$48.7 - $102
|
48
$424
|
|
|
Apr 19, 2023
Q1 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-8- 2.99% |
$65 - $136
|
260
$2.3K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-11- 1.36% |
$89.3 - $187
|
799
$7.06K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-18- 3.99% |
$146 - $306
|
433
$3.82K
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-20- 0.1% |
$162 - $340
|
19.3K
$170K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-37- 56.92% |
$300 - $628
|
28
$247
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-59- 54.13% |
$479 - $1K
|
50
$442
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-61- 0.81% |
$495 - $1.04K
|
7.47K
$66K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-69- 2.18% |
$560 - $1.17K
|
3.1K
$27.4K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-75- 20.0% |
$609 - $1.27K
|
300
$2.65K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-79- 6.88% |
$641 - $1.34K
|
1.07K
$9.45K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-100- 2.56% |
$812 - $1.7K
|
3.8K
$33.6K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-100- 31.35% |
$812 - $1.7K
|
219
$1.93K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-100- 49.26% |
$812 - $1.7K
|
103
$909
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-120- 5.79% |
$974 - $2.04K
|
1.95K
$17.2K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-125- 8.04% |
$1.01K - $2.12K
|
1.43K
$12.6K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-145- 0.22% |
$1.18K - $2.46K
|
66.6K
$588K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-150- 11.28% |
$1.22K - $2.55K
|
1.18K
$10.4K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-192- 67.84% |
$1.56K - $3.26K
|
91
$804
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-220- 51.16% |
$1.79K - $3.74K
|
210
$1.85K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-220- 51.16% |
$1.79K - $3.74K
|
210
$1.85K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-238- 24.92% |
$1.93K - $4.04K
|
717
$6.33K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-245- 77.78% |
$1.99K - $4.16K
|
70
$618
|
|
|
May 03, 2023
Q1 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-246- 0.15% |
$2K - $4.18K
|
161K
$1.43M
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-250- 16.84% |
$2.03K - $4.25K
|
1.24K
$10.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-369- 19.59% |
$3K - $6.27K
|
1.52K
$13.4K
|