Purchases and Sales Made in Q3 2023 in Peloton Interactive, Inc. (PTON)
This table provides information about the institutional ownership of Peloton Interactive, Inc. (PTON) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
423+ 2.46% |
$1.87K - $4.14K
|
17.6K
$168K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
415+ 10.82% |
$1.83K - $4.06K
|
4.25K
$40.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
374+ 122.62% |
$1.65K - $3.66K
|
679
$6.48K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
360+ 164.38% |
$1.59K - $3.52K
|
579
$5.52K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
324+ 17.38% |
$1.43K - $3.17K
|
2.19K
$20.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
321+ 1.68% |
$1.42K - $3.14K
|
19.5K
$186K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
321+ 1.68% |
$1.42K - $3.14K
|
19.5K
$186K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
300+ 300.0% |
$1.32K - $2.93K
|
400
$3.82K
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
280New |
$1.23K - $2.74K
|
280
$2.67K
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
252+ 0.86% |
$1.11K - $2.46K
|
29.7K
$283K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
225New |
$992 - $2.2K
|
225
$2.15K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
120New |
$529 - $1.17K
|
120
$1.14K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
109New |
$481 - $1.07K
|
109
$1.04K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
100+ 25.84% |
$441 - $978
|
487
$4.65K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.6% |
$441 - $978
|
16.8K
$160K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
95+ 21.49% |
$419 - $929
|
537
$5.12K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
88+ 0.69% |
$388 - $861
|
12.9K
$123K
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
72+ 0.05% |
$318 - $704
|
137K
$1.31M
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
70+ 0.02% |
$309 - $685
|
304K
$2.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
57New |
$251 - $557
|
57
$544
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
50New |
$221 - $489
|
50
$477
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
50New |
$221 - $489
|
50
$477
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
49+ 40.16% |
$216 - $479
|
171
$1.63K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
40+ 12.58% |
$176 - $391
|
358
$3.42K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
40New |
$176 - $391
|
40
$382
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
35+ 23.18% |
$154 - $342
|
186
$1.77K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
35New |
$154 - $342
|
35
$334
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
30+ 60.0% |
$132 - $293
|
80
$763
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
26+ 0.26% |
$115 - $254
|
10.1K
$96K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
25+ 192.31% |
$110 - $244
|
38
$363
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
22+ 11.58% |
$97 - $215
|
212
$2.02K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
20+ 76.92% |
$88.2 - $196
|
46
$439
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
19New |
$83.8 - $186
|
19
$181
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
19+ 0.84% |
$83.8 - $186
|
2.27K
$21.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
10New |
$44.1 - $97.8
|
10
$95.4
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
10New |
$44.1 - $97.8
|
10
$95.4
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
9+ 3.06% |
$39.7 - $88
|
303
$2.89K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
6+ 200.0% |
$26.5 - $58.7
|
9
$85.9
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
5New |
$22.1 - $48.9
|
5
$47.7
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
5New |
$22.1 - $48.9
|
5
$47.7
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5New |
$22.1 - $48.9
|
5
$47.7
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4New |
$17.6 - $39.1
|
4
$38.2
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-4- 1.32% |
$17.6 - $39.1
|
300
$2.86K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 0.5% |
$17.6 - $39.1
|
796
$7.59K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-13- 3.85% |
$57.3 - $127
|
325
$3.1K
|
|
|
Oct 18, 2023
Q3 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-15- 13.04% |
$66.2 - $147
|
100
$954
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-23- 8.19% |
$101 - $225
|
258
$2.46K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-30- 4.86% |
$132 - $293
|
587
$5.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-35- 16.75% |
$154 - $342
|
174
$1.66K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-70- 5.36% |
$309 - $685
|
1.24K
$11.8K
|