Purchases and Sales Made in Q4 2023 in Peloton Interactive, Inc. (PTON)
This table provides information about the institutional ownership of Peloton Interactive, Inc. (PTON) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
621+ 191.08% |
$2.67K - $4.01K
|
946
$6.16K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
500New |
$2.15K - $3.23K
|
500
$3.26K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
483+ 187.21% |
$2.08K - $3.12K
|
741
$4.82K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
432+ 0.94% |
$1.86K - $2.79K
|
46.2K
$301K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
353+ 16.95% |
$1.52K - $2.28K
|
2.44K
$15.9K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
341+ 1.75% |
$1.47K - $2.2K
|
19.8K
$129K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
341+ 1.75% |
$1.47K - $2.2K
|
19.8K
$129K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
323+ 15.54% |
$1.39K - $2.09K
|
2.4K
$15.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
282+ 6.64% |
$1.21K - $1.82K
|
4.53K
$29.5K
|
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
280+ 1400.0% |
$1.2K - $1.81K
|
300
$1.95K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
250New |
$1.08K - $1.62K
|
250
$1.63K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
200+ 41.07% |
$860 - $1.29K
|
687
$4.47K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
192New |
$826 - $1.24K
|
192
$1.25K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
175+ 3.18% |
$753 - $1.13K
|
5.68K
$37K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
170New |
$731 - $1.1K
|
170
$1.11K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
160+ 91.95% |
$688 - $1.03K
|
334
$2.17K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
150New |
$645 - $969
|
150
$977
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
142+ 0.44% |
$611 - $917
|
32.7K
$213K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
127New |
$546 - $820
|
127
$827
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
121+ 0.6% |
$520 - $782
|
20.3K
$132K
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
BUY
|
- |
113New |
$486 - $730
|
113
$736
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
105+ 46.67% |
$452 - $678
|
330
$2.15K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
100New |
$430 - $646
|
100
$651
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
100+ 16.95% |
$430 - $646
|
690
$4.49K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
99+ 9.54% |
$426 - $640
|
1.14K
$7.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
86+ 4.9% |
$370 - $556
|
1.84K
$12K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
76+ 0.19% |
$327 - $491
|
40.6K
$264K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
68New |
$292 - $439
|
68
$443
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
65New |
$280 - $420
|
65
$423
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
65+ 138.3% |
$280 - $420
|
112
$729
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
60New |
$258 - $388
|
60
$391
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
55+ 0.12% |
$237 - $355
|
45.5K
$297K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
55+ 125.0% |
$237 - $355
|
99
$644
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
54+ 0.51% |
$232 - $349
|
10.7K
$69.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
50New |
$215 - $323
|
50
$326
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
50New |
$215 - $323
|
50
$326
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
50New |
$215 - $323
|
50
$326
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
42New |
$181 - $271
|
42
$273
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
33New |
$142 - $213
|
33
$215
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
25New |
$108 - $162
|
25
$163
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
24+ 0.0% |
$103 - $155
|
30.3M
$198M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
20New |
$86 - $129
|
20
$130
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
20New |
$86 - $129
|
20
$130
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
18+ 9.38% |
$77.4 - $116
|
210
$1.37K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
15+ 0.01% |
$64.5 - $96.9
|
203K
$1.32M
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
11New |
$47.3 - $71.1
|
11
$71.6
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
9New |
$38.7 - $58.1
|
9
$58.6
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
3New |
$12.9 - $19.4
|
3
$19.5
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
3New |
$12.9 - $19.4
|
3
$19.5
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-3- 0.99% |
$12.9 - $19.4
|
300
$1.95K
|