Purchases and Sales Made in Q1 2025 in Peloton Interactive, Inc. (PTON)
This table provides information about the institutional ownership of Peloton Interactive, Inc. (PTON) during Q1 2025. 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 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
143+ 75.66% |
$804 - $1.45K
|
332
$2.16K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
140+ 10.01% |
$787 - $1.42K
|
1.54K
$10K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
132New |
$742 - $1.34K
|
132
$859
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
115+ 26.08% |
$646 - $1.17K
|
556
$3.62K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
111+ 0.4% |
$624 - $1.13K
|
27.8K
$181K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
110New |
$618 - $1.12K
|
110
$716
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
98+ 19.48% |
$551 - $995
|
601
$3.91K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
90New |
$506 - $914
|
90
$586
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
79+ 21.82% |
$444 - $802
|
441
$2.87K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
72New |
$405 - $731
|
72
$469
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
72New |
$405 - $731
|
72
$469
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
70New |
$393 - $711
|
70
$456
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
70New |
$393 - $711
|
70
$456
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
55New |
$309 - $558
|
55
$358
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
50+ 6.67% |
$281 - $508
|
800
$5.21K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
49+ 18.56% |
$275 - $497
|
313
$2.04K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
47New |
$264 - $477
|
47
$306
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
26New |
$146 - $264
|
26
$169
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
25New |
$141 - $254
|
25
$163
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
19New |
$107 - $193
|
19
$124
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
17+ 48.57% |
$95.5 - $173
|
52
$339
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
15+ 0.05% |
$84.3 - $152
|
33.3K
$217K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
12New |
$67.4 - $122
|
12
$78.1
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
10New |
$56.2 - $102
|
10
$65.1
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
10+ 0.09% |
$56.2 - $102
|
11.7K
$76K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7+ 9.21% |
$39.3 - $71.1
|
83
$540
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
5New |
$28.1 - $50.8
|
5
$32.6
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
5New |
$28.1 - $50.8
|
5
$32.6
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
5+ 5.0% |
$28.1 - $50.8
|
105
$684
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 1.68% |
$16.9 - $30.5
|
182
$1.18K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3New |
$16.9 - $30.5
|
3
$19.5
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3New |
$16.9 - $30.5
|
3
$19.5
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.01% |
$5.62 - $10.2
|
12.7K
$82.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1+ 4.76% |
$5.62 - $10.2
|
22
$143
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1New |
$5.62 - $10.2
|
1
$6.51
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3- 0.95% |
$16.9 - $30.5
|
312
$2.03K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-4- 28.57% |
$22.5 - $40.6
|
10
$65.1
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-7- 0.07% |
$39.3 - $71.1
|
10.3K
$67.1K
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-7- 2.57% |
$39.3 - $71.1
|
265
$1.73K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-10- 16.67% |
$56.2 - $102
|
50
$326
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-11- 50.0% |
$61.8 - $112
|
11
$71.6
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-20- 0.83% |
$112 - $203
|
2.39K
$15.6K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-21- 0.64% |
$118 - $213
|
3.29K
$21.4K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-31Closed |
$174 - $315
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-34- 97.14% |
$191 - $345
|
1
$6.51
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-46- 33.09% |
$259 - $467
|
93
$605
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-51- 4.04% |
$287 - $518
|
1.21K
$7.88K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-69- 23.47% |
$388 - $700
|
225
$1.46K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-119- 2.58% |
$669 - $1.21K
|
4.5K
$29.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-142- 5.0% |
$798 - $1.44K
|
2.7K
$17.6K
|