Purchases and Sales Made in Q2 2023 in Peloton Interactive, Inc. (PTON)
This table provides information about the institutional ownership of Peloton Interactive, Inc. (PTON) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
100+ 100.0% |
$686 - $1.17K
|
200
$1.91K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
94+ 335.71% |
$645 - $1.1K
|
122
$1.16K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
BUY
|
- |
80+ 15.69% |
$549 - $938
|
590
$5.63K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
72+ 0.5% |
$494 - $845
|
14.4K
$137K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
50New |
$343 - $587
|
50
$477
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
50+ 5.56% |
$343 - $587
|
950
$9.06K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
50New |
$343 - $587
|
50
$477
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
50New |
$343 - $587
|
50
$477
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
50New |
$343 - $587
|
50
$477
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
49+ 30.63% |
$336 - $575
|
209
$1.99K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
32+ 0.59% |
$220 - $375
|
5.46K
$52.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
25New |
$172 - $293
|
25
$238
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
25New |
$172 - $293
|
25
$238
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
23+ 0.21% |
$158 - $270
|
11.1K
$106K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
23New |
$158 - $270
|
23
$219
|
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
15+ 15.0% |
$103 - $176
|
115
$1.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
10+ 20.0% |
$68.6 - $117
|
60
$572
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
8New |
$54.9 - $93.8
|
8
$76.3
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
7+ 10.77% |
$48 - $82.1
|
72
$687
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 0.13% |
$6.86 - $11.7
|
800
$7.63K
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-1- 2.08% |
$6.86 - $11.7
|
47
$448
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-3- 2.91% |
$20.6 - $35.2
|
100
$954
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3- 0.48% |
$20.6 - $35.2
|
617
$5.89K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-10- 4.88% |
$68.6 - $117
|
195
$1.86K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10- 2.52% |
$68.6 - $117
|
387
$3.69K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-11- 20.0% |
$75.5 - $129
|
44
$420
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
SELL
|
- |
-16- 20.25% |
$110 - $188
|
63
$601
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-25- 12.32% |
$172 - $293
|
178
$1.7K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-30- 14.29% |
$206 - $352
|
180
$1.72K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-30- 14.29% |
$206 - $352
|
180
$1.72K
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-40- 0.03% |
$274 - $469
|
135K
$1.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-55- 0.04% |
$377 - $645
|
128K
$1.22M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-61- 7.52% |
$418 - $716
|
750
$7.15K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-70- 0.21% |
$480 - $821
|
33.3K
$317K
|
|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-74- 0.61% |
$508 - $868
|
12K
$115K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-75- 0.74% |
$515 - $880
|
10K
$95.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-80- 51.28% |
$549 - $938
|
76
$725
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-84- 21.65% |
$576 - $985
|
304
$2.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-100- 36.5% |
$686 - $1.17K
|
174
$1.66K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-100- 4.25% |
$686 - $1.17K
|
2.25K
$21.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-107- 0.1% |
$734 - $1.26K
|
111K
$1.06M
|
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-108- 0.03% |
$741 - $1.27K
|
377K
$3.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-113- 0.67% |
$775 - $1.33K
|
16.7K
$160K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-123- 8.6% |
$844 - $1.44K
|
1.31K
$12.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-175- 57.57% |
$1.2K - $2.05K
|
129
$1.23K
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-192- 0.14% |
$1.32K - $2.25K
|
137K
$1.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-200- 44.44% |
$1.37K - $2.35K
|
250
$2.39K
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-200- 1.04% |
$1.37K - $2.35K
|
19.1K
$182K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-211- 38.43% |
$1.45K - $2.48K
|
338
$3.22K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-252- 3.37% |
$1.73K - $2.96K
|
7.22K
$68.9K
|