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PDS Biotechnology (PDSB) Institutional Ownership

$3.88
-0.06 (-1.52%)
(As of 07/26/2024 ET)

Institutional Ownership Changes (13F Filings) for PDS Biotechnology (NASDAQ:PDSB)

Current
Institutional Ownership
Percentage
26.84%
Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$1.26M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$893.50K
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PDSB Institutional Buying and Selling by Quarter

PDS Biotechnology Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/26/2024 Bank of New York Mellon Corp29,295$86K0.0%-70.4%0.080%
7/25/2024 Tempus Wealth Planning LLC18,800$55K0.0%N/A0.051%
7/13/2024 Inspirion Wealth Advisors LLC359,894$1.05M0.2%+1.4%0.981%
5/10/2024Vanguard Group Inc.1,587,806$6.29M0.0%+5.5%4.329%
4/17/2024 Kathleen S. Wright Associates Inc.7,000$28K0.0%N/A0.019%
4/13/2024 Inspirion Wealth Advisors LLC354,977$1.41M0.2%+5.5%0.968%
2/13/2024Tower Research Capital LLC TRC9,046$45K0.0%+530.8%0.029%
1/12/2024 SG Americas Securities LLC10,495$52K0.0%N/A0.034%
1/10/2024 Inspirion Wealth Advisors LLC336,594$1.73M0.3%+1.7%1.082%
11/24/2023EP Wealth Advisors LLC10,207$52K0.0%N/A0.033%
11/14/2023Corton Capital Inc.22,091$112K0.1%N/A0.072%
11/13/2023 Cary Street Partners Investment Advisory LLC6,131$31K0.0%+187.7%0.020%
11/13/2023Rathbones Group PLC15,000$76K0.0%N/A0.049%
11/13/2023WINTON GROUP Ltd21,256$107K0.0%+24.8%0.069%
11/7/2023Jump Financial LLC17,100$86K0.0%-81.5%0.055%
10/27/2023Allspring Global Investments Holdings LLC5,997$30K0.0%N/A0.019%
10/24/2023 Raymond James Financial Services Advisors Inc.11,154$56K0.0%N/A0.036%
10/24/2023 Raymond James & Associates24,361$123K0.0%N/A0.079%
10/23/2023Commonwealth Equity Services LLC66,578$336K0.0%+4.8%0.216%
10/11/2023Vontobel Holding Ltd.41,000$207K0.0%+28.1%0.133%
9/21/2023Barclays PLC5,571$28K0.0%-85.8%0.018%
8/10/2023Cetera Investment Advisers12,315$62K0.0%-29.1%0.040%
8/4/2023American International Group Inc.13,458$68K0.0%N/A0.044%
7/31/2023LPL Financial LLC305,462$1.54M0.0%-6.9%0.991%
7/31/2023Strs Ohio5,800$29K0.0%N/A0.019%
7/24/2023Vontobel Holding Ltd.32,000$161K0.0%+146.2%0.104%
7/20/2023Lazari Capital Management Inc.11,000$55K0.0%N/A0.036%
7/20/2023 Inspirion Wealth Advisors LLC330,594$1.66M0.3%+5.1%1.073%
6/5/2023EP Wealth Advisors LLC38,337$2.91M0.1%N/A0.124%
5/10/2023Connor Clark & Lunn Investment Management Ltd.47,522$292K0.0%+71.4%0.154%
5/5/2023Andesa Financial Management Inc.25,000$77K0.0%+100.0%0.081%
5/4/2023Total Clarity Wealth Management Inc.14,362$88K0.0%-16.1%0.047%
5/3/2023Jump Financial LLC68,471$421K0.0%+183.8%0.223%
4/14/2023 Raymond James Financial Services Advisors Inc.25,918$159K0.0%N/A0.084%
4/12/2023Vontobel Holding Ltd.13,000$80K0.0%N/A0.042%
2/15/2023Freedom Wealth Alliance LLC2,211$29K0.0%N/A0.008%
2/14/2023Knightsbridge Asset Management LLC50,374$665K0.1%+14.7%0.177%
2/14/2023683 Capital Management LLC19,280$254K0.0%N/A0.068%
2/10/2023Connor Clark & Lunn Investment Management Ltd.27,727$366K0.0%N/A0.097%
2/7/2023LPL Financial LLC378,460$5.00M0.0%-23.3%1.330%
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2/3/2023Total Clarity Wealth Management Inc.17,109$226K0.1%N/A0.060%
12/2/2022EP Wealth Advisors LLC10,000$30K0.0%N/A0.035%
11/4/2022Andesa Financial Management Inc.25,000$74K0.0%+100.0%0.088%
8/15/2022Amussen Hunsaker Associates LLC75,016$273K0.1%N/A0.264%
8/15/2022Knightsbridge Asset Management LLC44,362$162K0.0%+101.7%0.156%
8/13/2022Virtu Financial LLC47,326$173K0.0%N/A0.166%
8/11/2022Cetera Investment Advisers10,865$40K0.0%-18.7%0.038%
8/11/2022Trexquant Investment LP15,151$55K0.0%-82.1%0.053%
8/8/2022Oppenheimer & Co. Inc.22,250$81K0.0%-11.0%0.078%
7/27/2022 Inspirion Wealth Advisors LLC313,669$1.15M0.3%+13.4%1.103%
7/19/2022Commonwealth Equity Services LLC58,460$213K0.0%+9.5%0.205%
5/12/2022AIGH Capital Management LLC282,609$1.75M0.4%-8.3%0.993%
5/11/2022GSA Capital Partners LLP14,321$89K0.0%N/A0.050%
5/9/2022Andesa Financial Management Inc.12,500$77K0.0%N/A0.044%
5/9/2022Qube Research & Technologies Ltd13,862$86K0.0%-59.9%0.049%
5/4/2022Commonwealth Equity Services LLC53,375$330K0.0%+8.8%0.188%
4/14/2022 Inspirion Wealth Advisors LLC276,620$1.71M0.4%+12.2%0.972%
4/14/2022Minot Wealth Management LLC10,000$62K0.0%N/A0.035%
2/15/2022Amussen Hunsaker Associates LLC52,941$408K0.1%+98.0%0.186%
2/15/2022Sassicaia Capital Advisers LLC75,200$609K4.2%N/A0.264%
2/14/2022Amussen Hunsaker Associates LLC52,941$408K0.1%+98.0%0.186%
2/11/2022Renaissance Technologies LLC444,737$3.60M0.0%+21.6%1.564%
2/10/2022Qube Research & Technologies Ltd34,543$280K0.0%N/A0.121%
2/10/2022OLD Mission Capital LLC20,839$169K0.0%N/A0.073%
2/10/2022AIGH Capital Management LLC308,034$2.50M0.8%-60.2%1.083%
2/9/2022Alps Advisors Inc.32,906$267K0.0%N/A0.116%
2/3/2022Total Clarity Wealth Management Inc.13,306$108K0.0%-20.0%0.047%
2/1/2022Qube Research & Technologies Ltd34,543$280K0.0%N/A0.122%
1/31/2022Commonwealth Equity Services LLC49,075$397K0.0%+204.4%0.173%
1/21/2022 Inspirion Wealth Advisors LLC246,440$2.00M0.4%-2.9%0.867%
1/7/2022 Valeo Financial Advisors LLC21,570$175K0.0%+35.7%0.076%
11/16/2021Cetera Investment Advisers19,115$285K0.0%N/A0.067%
11/16/2021ACT Capital L.L.C.60,000$894K0.5%+33.3%0.211%
11/16/2021Amussen Hunsaker Associates LLC26,739$398K0.1%+5.9%0.094%
11/16/2021Two Sigma Advisers LP478,400$7.13M0.0%N/A1.683%
11/16/2021Two Sigma Investments LP380,742$5.67M0.0%+450.9%1.340%
11/16/2021Voloridge Investment Management LLC49,191$733K0.0%+279.2%0.173%
11/15/2021Cubist Systematic Strategies LLC71,618$1.07M0.0%+187.0%0.252%
11/15/2021Marshall Wace LLP58,173$867K0.0%N/A0.205%
11/15/2021First Manhattan Co.195,819$2.92M0.0%+13.2%0.689%
11/15/2021Invesco Ltd.329,698$4.91M0.0%N/A1.160%
11/12/2021Trexquant Investment LP42,386$632K0.1%N/A0.149%
11/12/2021Renaissance Technologies LLC365,837$5.45M0.0%-19.7%1.287%
11/12/2021Jump Financial LLC26,424$393K0.0%N/A0.093%
11/12/2021Ground Swell Capital LLC11,517$172K0.7%N/A0.041%
11/12/2021Geode Capital Management LLC184,244$2.75M0.0%+3.6%0.648%
11/12/2021EAM Global Investors LLC158,637$2.36M0.6%-15.6%0.558%
11/12/2021EAM Investors LLC258,769$3.86M0.7%-7.5%0.910%
11/12/2021AIGH Capital Management LLC773,560$11.53M2.4%-48.4%2.722%
11/9/2021Barclays PLC14,728$219K0.0%N/A0.052%
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11/9/2021BlackRock Inc.429,178$6.40M0.0%+6.9%1.510%
11/5/2021Advisor Group Holdings Inc.1,631$25K0.0%-35.0%0.006%
11/2/2021 Valeo Financial Advisors LLC15,900$237K0.0%N/A0.056%
10/29/2021Commonwealth Equity Services LLC16,120$240K0.0%N/A0.057%
10/21/2021Total Clarity Wealth Management Inc.16,642$248K0.1%N/A0.059%
10/13/2021Andesa Financial Management Inc.16,655$248K0.1%-50.0%0.059%
8/17/2021Worth Venture Partners LLC348,703$4.38M1.6%N/A1.229%
8/17/2021Amussen Hunsaker Associates LLC25,239$316K0.1%N/A0.089%
8/17/2021683 Capital Management LLC25,000$314K0.0%N/A0.088%
8/16/2021Cubist Systematic Strategies LLC24,953$313K0.0%N/A0.088%
(Data available from 1/1/2016 forward)

PDSB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PDSB shares?

During the previous two years, 34 institutional investors and hedge funds held shares of PDS Biotechnology. The most heavily invested institutionals were Vanguard Group Inc. ($6.29M), LPL Financial LLC ($1.54M), Inspirion Wealth Advisors LLC ($1.05M), Knightsbridge Asset Management LLC ($665K), Commonwealth Equity Services LLC ($336K), Connor Clark & Lunn Investment Management Ltd. ($292K), and Amussen Hunsaker Associates LLC ($273K).Learn more on PDSB's institutional investors.

What percentage of PDS Biotechnology stock is owned by institutional investors?

26.84% of PDS Biotechnology stock is owned by institutional investors. Learn more on PDSB's institutional investor holdings.

Which institutional investors have been buying PDS Biotechnology stock?

Of the 28 institutional investors that purchased PDS Biotechnology stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vanguard Group Inc. ($82.14K), Inspirion Wealth Advisors LLC ($81.98K), Amussen Hunsaker Associates LLC ($75.02K), EP Wealth Advisors LLC ($58.54K), Connor Clark & Lunn Investment Management Ltd. ($47.52K), Virtu Financial LLC ($47.33K), and Jump Financial LLC ($44.34K).

How much institutional buying is happening at PDS Biotechnology?

Institutional investors have bought a total of 760,223 shares in the last 24 months. This purchase volume represents approximately $4.13M in transactions.

Which PDS Biotechnology major shareholders have been selling company stock?

The following institutional investors have sold PDS Biotechnology stock in the last 24 months: LPL Financial LLC ($137.56K), Jump Financial LLC ($75.30K), Bank of New York Mellon Corp ($69.56K), Trexquant Investment LP ($69.44K), Barclays PLC ($33.68K), Cetera Investment Advisers ($7.55K), and Oppenheimer & Co. Inc. ($2.75K).

How much institutional selling is happening at PDS Biotechnology?

Institutional investors have sold a total of 398,578 shares in the last 24 months. This volume of shares sold represents approximately $2.70M in transactions.


This page (NASDAQ:PDSB) was last updated on 7/27/2024 by MarketBeat.com Staff

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