Pavmed Inc

Q2 2023 vs Q3 2023

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Vanguard Group Inc

INCREASED

Shares3,806,574 from 3,702,684

Change+103,890 (+3%)

Value$1.1M (-$388.5K)

Filed 2023-12-18

Ayrton Capital LLC

INCREASED

Shares2,244,235 from 449,600

Change+1,794,635 (+399%)

Value$661.2K (+$477.8K)

Filed 2023-11-13

BlackRock Inc.

DECREASED

Shares1,123,775 from 1,125,203

Change-1,428 (0%)

Value$331.1K (-$127.8K)

Filed 2023-11-13

First Manhattan Co. Llc.

NEW

Shares1,000,000

Change+1,000,000

Value$294.6K

Filed 2023-11-14

Geode Capital Management, LLC

INCREASED

Shares826,089 from 734,474

Change+91,615 (+12%)

Value$243.4K (-$56.1K)

Filed 2023-11-13

Valeo Financial Advisors, LLC

UNCHANGED

Shares322,272 from 322,272

Change0 (0%)

Value$94.9K (-$36.5K)

Filed 2023-10-20

Wells Fargo & Company

DECREASED

Shares301,596 from 348,873

Change-47,277 (-14%)

Value$88.9K (-$53.4K)

Filed 2023-11-13

State Street Corp

UNCHANGED

Shares281,389 from 281,389

Change0 (0%)

Value$82.9K (-$31.9K)

Filed 2023-11-14

XML Financial, LLC

UNCHANGED

Shares154,991 from 154,991

Change0 (0%)

Value$45.7K (-$17.5K)

Filed 2023-11-06

Levin Capital Strategies, L.P.

UNCHANGED

Shares149,750 from 149,750

Change0 (0%)

Value$44.1K (-$17.0K)

Filed 2023-10-31

Verition Fund Management LLC

UNCHANGED

Shares141,029 from 141,029

Change0 (0%)

Value$41.5K (-$16.0K)

Filed 2023-11-14

Northern Trust Corp

DECREASED

Shares138,783 from 151,607

Change-12,824 (-8%)

Value$40.9K (-$20.9K)

Filed 2023-11-13

Raymond James & Associates

INCREASED

Shares137,760 from 33,043

Change+104,717 (+317%)

Value$40.6K (+$27.1K)

Filed 2023-10-24

OneDigital Investment Advisors LLC

DECREASED

Shares124,910 from 146,979

Change-22,069 (-15%)

Value$36.8K (-$23.1K)

Filed 2023-11-14

Lido Advisors, LLC

INCREASED

Shares120,000 from 70,000

Change+50,000 (+71%)

Value$35.4K (+$6.8K)

Filed 2023-11-14

Group One Trading LLC

DECREASED

Shares108,857 from 117,557

Change-8,700 (-7%)

Value$32.1K (-$15.9K)

Filed 2023-11-09

RFG Advisory, LLC

UNCHANGED

Shares107,000 from 107,000

Change0 (0%)

Value$31.5K (-$12.1K)

Filed 2023-10-16

First Wilshire Securities Management Inc

UNCHANGED

Shares100,000 from 100,000

Change0 (0%)

Value$29 (-$12)

Filed 2023-11-14

LPL Financial LLC

DECREASED

Shares97,159 from 100,159

Change-3,000 (-3%)

Value$28.6K (-$12.2K)

Filed 2023-11-13

Lazari Capital Management, Inc.

UNCHANGED

Shares89,000 from 89,000

Change0 (0%)

Value$26.2K (-$10.1K)

Filed 2023-11-07

Charles Schwab Investment Management Inc

NEW

Shares79,503

Change+79,503

Value$23.4K

Filed 2023-11-08

CWM, LLC

UNCHANGED

Shares70,066 from 70,066

Change0 (0%)

Value$21 (-$8)

Filed 2023-10-11

Buckingham Asset Management, LLC

UNCHANGED

Shares70,000 from 70,000

Change0 (0%)

Value$20.6K (-$7.9K)

Filed 2023-11-13

Pallas Capital Advisors LLC

INCREASED

Shares64,239 from 48,239

Change+16,000 (+33%)

Value$16.8K (-$2.0K)

Filed 2023-11-01

Morgan Stanley

DECREASED

Shares56,239 from 80,275

Change-24,036 (-30%)

Value$16.6K (-$16.2K)

Filed 2023-11-15

King Wealth Management Group

INCREASED

Shares54,500 from 22,000

Change+32,500 (+148%)

Value$16 (+$7)

Filed 2023-11-09

Two Sigma Securities, LLC

NEW

Shares53,024

Change+53,024

Value$15.6K

Filed 2023-11-14

Tradition Wealth Management, LLC

UNCHANGED

Shares52,900 from 52,900

Change0 (0%)

Value$16 (-$6)

Filed 2023-11-13

Flputnam Investment Management Co

NEW

Shares51,800

Change+51,800

Value$15.3K

Filed 2023-11-06

Tower Research Capital LLC (TRC)

INCREASED

Shares51,710 from 25,570

Change+26,140 (+102%)

Value$15.3K (+$4.8K)

Filed 2023-11-14

Private Advisor Group, LLC

DECREASED

Shares40,000 from 40,334

Change-334 (-1%)

Value$11.8K (-$4.7K)

Filed 2023-11-03

Jane Street Group, LLC

NEW

Shares38,595

Change+38,595

Value$11.4K

Filed 2023-11-15

Bank of New York Mellon Corp

DECREASED

Shares34,885 from 103,109

Change-68,224 (-66%)

Value$10.3K (-$31.8K)

Filed 2023-10-24

Glassman Wealth Services

NEW

Shares34,779

Change+34,779

Value$10.2K

Filed 2023-11-14

Millennium Management LLC

DECREASED

Shares32,876 from 93,676

Change-60,800 (-65%)

Value$9.7K (-$28.5K)

Filed 2023-11-14

XTX Topco Ltd

NEW

Shares32,677

Change+32,677

Value$9.6K

Filed 2023-11-13

WealthPLAN Partners, LLC

INCREASED

Shares32,335 from 27,335

Change+5,000 (+18%)

Value$9.5K (-$1.6K)

Filed 2023-11-02

Nicholas Wealth, Llc.

NEW

Shares29,038

Change+29,038

Value$8.6K

Filed 2023-10-25

Integrated Wealth Concepts LLC

DECREASED

Shares25,190 from 30,190

Change-5,000 (-17%)

Value$7.4K (-$4.9K)

Filed 2023-11-15

Simplex Trading, LLC

INCREASED

Shares18,336 from 17,269

Change+1,067 (+6%)

Value$5 (-$2)

Filed 2023-11-01

Gerber Kawasaki Wealth & Investment Management

NEW

Shares15,440

Change+15,440

Value$4.5K

Filed 2023-11-14

Allworth Financial LP

UNCHANGED

Shares15,318 from 15,318

Change0 (0%)

Value$4.5K (-$1.7K)

Filed 2023-10-31

Glenmede Trust Co NA

UNCHANGED

Shares15,000 from 15,000

Change0 (0%)

Value$4.4K (-$1.2K)

Filed 2023-11-14

McAdam, LLC

DECREASED

Shares14,592 from 16,792

Change-2,200 (-13%)

Value$4.3K (-$2.5K)

Filed 2023-10-31

Atlantic Trust Group, LLC

UNCHANGED

Shares12,535 from 12,535

Change0 (0%)

Value$3.7K (-$1.4K)

Filed 2023-11-13

Whitcomb & Hess, Inc.

INCREASED

Shares12,500 from 11,500

Change+1,000 (+9%)

Value$3.7K (-$1.0K)

Filed 2023-10-18

Creative Planning

DECREASED

Shares11,344 from 11,814

Change-470 (-4%)

Value$3.3K (-$1.5K)

Filed 2023-11-16

Axiom Advisory, LLC

UNCHANGED

Shares11,021 from 11,021

Change0 (0%)

Value$3.2K (-$1.2K)

Filed 2023-11-14

Victory Capital Management Inc

INCREASED

Shares11,019 from 10,187

Change+832 (+8%)

Value$3.2K (-$908)

Filed 2023-11-06

Modera Wealth Management, LLC

UNCHANGED

Shares10,870 from 10,870

Change0 (0%)

Value$3.2K (-$1.2K)

Filed 2023-11-30

Washburn Capital Management, Inc.

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$2.9K (-$1.1K)

Filed 2023-11-08

Tobias Financial Advisors, Inc.

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$2.9K (-$1.1K)

Filed 2023-11-03

Osaic Holdings, Inc.

UNCHANGED

Shares4,425 from 4,425

Change0 (0%)

Value$1.3K (-$502)

Filed 2023-11-13

Nfsg Corp

NEW

Shares2,000

Change+2,000

Value$589

Filed 2023-10-17

Cutler Group LP

DECREASED

Shares1,318 from 1,918

Change-600 (-31%)

Value$0 ($0)

Filed 2023-11-07

UBS Group AG

UNCHANGED

Shares1,200 from 1,200

Change0 (0%)

Value$354 (-$136)

Filed 2023-11-09

M&R Capital Management Inc

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$295 (-$112)

Filed 2023-10-10

Royal Bank of Canada

DECREASED

Shares730 from 852

Change-122 (-14%)

Value$0 ($0)

Filed 2023-11-14

US Bancorp \de\

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$147 (-$57)

Filed 2023-11-03

JPMorgan Chase & Co

INCREASED

Shares347 from 250

Change+97 (+39%)

Value$103 (+$1)

Filed 2023-11-14

Wolverine Asset Management LLC

UNCHANGED

Shares110 from 110

Change0 (0%)

Value$32 (-$12)

Filed 2023-11-13

Bank of America Corp

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$29 (-$12)

Filed 2023-11-14

FMR LLC

NEW

Shares86

Change+86

Value$25

Filed 2026-11-05

Thompson Investment Management, Inc.

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$15 (-$5)

Filed 2023-10-30

Qube Research & Technologies Ltd

NEW

Shares4

Change+4

Value$1

Filed 2023-11-13

Belpointe Asset Management LLC

CLOSED

Shares0 from 15,000

Change-15,000 (-100%)

Value$0 (-$6.1K)

Filed 2023-11-15

Cetera Investment Advisers

CLOSED

Shares0 from 13,250

Change-13,250 (-100%)

Value$0 (-$5.4K)

Filed 2023-11-14

Susquehanna International Group, LLP

CLOSED

Shares0 from 13,246

Change-13,246 (-100%)

Value$0 (-$5.4K)

Filed 2023-11-14

CarsonAllaria Wealth Management, Ltd.

CLOSED

Shares0 from 1,100

Change-1,100 (-100%)

Value$0 (-$449)

Filed 2023-11-09

Proequities, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2023-10-30

	Status
Vanguard Group Inc	INCREASED	3,806,574	3,702,684	+103,890	+3%	$1.5M	$1.1M	-$388.5K	2023-12-18
Ayrton Capital LLC	INCREASED	2,244,235	449,600	+1,794,635	+399%	$183.3K	$661.2K	+$477.8K	2023-11-13
BlackRock Inc.	DECREASED	1,123,775	1,125,203	-1,428	0%	$458.9K	$331.1K	-$127.8K	2023-11-13
First Manhattan Co. Llc.	NEW	1,000,000	—	+1,000,000	—	—	$294.6K	—	2023-11-14
Geode Capital Management, LLC	INCREASED	826,089	734,474	+91,615	+12%	$299.5K	$243.4K	-$56.1K	2023-11-13
Valeo Financial Advisors, LLC	UNCHANGED	322,272	322,272	0	0%	$131.4K	$94.9K	-$36.5K	2023-10-20
Wells Fargo & Company	DECREASED	301,596	348,873	-47,277	-14%	$142.3K	$88.9K	-$53.4K	2023-11-13
State Street Corp	UNCHANGED	281,389	281,389	0	0%	$114.8K	$82.9K	-$31.9K	2023-11-14
XML Financial, LLC	UNCHANGED	154,991	154,991	0	0%	$63.2K	$45.7K	-$17.5K	2023-11-06
Levin Capital Strategies, L.P.	UNCHANGED	149,750	149,750	0	0%	$61.1K	$44.1K	-$17.0K	2023-10-31
Verition Fund Management LLC	UNCHANGED	141,029	141,029	0	0%	$57.5K	$41.5K	-$16.0K	2023-11-14
Northern Trust Corp	DECREASED	138,783	151,607	-12,824	-8%	$61.8K	$40.9K	-$20.9K	2023-11-13
Raymond James & Associates	INCREASED	137,760	33,043	+104,717	+317%	$13.5K	$40.6K	+$27.1K	2023-10-24
OneDigital Investment Advisors LLC	DECREASED	124,910	146,979	-22,069	-15%	$59.9K	$36.8K	-$23.1K	2023-11-14
Lido Advisors, LLC	INCREASED	120,000	70,000	+50,000	+71%	$28.5K	$35.4K	+$6.8K	2023-11-14
Group One Trading LLC	DECREASED	108,857	117,557	-8,700	-7%	$47.9K	$32.1K	-$15.9K	2023-11-09
RFG Advisory, LLC	UNCHANGED	107,000	107,000	0	0%	$43.6K	$31.5K	-$12.1K	2023-10-16
First Wilshire Securities Management Inc	UNCHANGED	100,000	100,000	0	0%	$41	$29	-$12	2023-11-14
LPL Financial LLC	DECREASED	97,159	100,159	-3,000	-3%	$40.8K	$28.6K	-$12.2K	2023-11-13
Lazari Capital Management, Inc.	UNCHANGED	89,000	89,000	0	0%	$36.3K	$26.2K	-$10.1K	2023-11-07
Charles Schwab Investment Management Inc	NEW	79,503	—	+79,503	—	—	$23.4K	—	2023-11-08
CWM, LLC	UNCHANGED	70,066	70,066	0	0%	$29	$21	-$8	2023-10-11
Buckingham Asset Management, LLC	UNCHANGED	70,000	70,000	0	0%	$28.5K	$20.6K	-$7.9K	2023-11-13
Pallas Capital Advisors LLC	INCREASED	64,239	48,239	+16,000	+33%	$18.8K	$16.8K	-$2.0K	2023-11-01
Morgan Stanley	DECREASED	56,239	80,275	-24,036	-30%	$32.7K	$16.6K	-$16.2K	2023-11-15
King Wealth Management Group	INCREASED	54,500	22,000	+32,500	+148%	$9	$16	+$7	2023-11-09
Two Sigma Securities, LLC	NEW	53,024	—	+53,024	—	—	$15.6K	—	2023-11-14
Tradition Wealth Management, LLC	UNCHANGED	52,900	52,900	0	0%	$22	$16	-$6	2023-11-13
Flputnam Investment Management Co	NEW	51,800	—	+51,800	—	—	$15.3K	—	2023-11-06
Tower Research Capital LLC (TRC)	INCREASED	51,710	25,570	+26,140	+102%	$10.4K	$15.3K	+$4.8K	2023-11-14
Private Advisor Group, LLC	DECREASED	40,000	40,334	-334	-1%	$16.4K	$11.8K	-$4.7K	2023-11-03
Jane Street Group, LLC	NEW	38,595	—	+38,595	—	—	$11.4K	—	2023-11-15
Bank of New York Mellon Corp	DECREASED	34,885	103,109	-68,224	-66%	$42.0K	$10.3K	-$31.8K	2023-10-24
Glassman Wealth Services	NEW	34,779	—	+34,779	—	—	$10.2K	—	2023-11-14
Millennium Management LLC	DECREASED	32,876	93,676	-60,800	-65%	$38.2K	$9.7K	-$28.5K	2023-11-14
XTX Topco Ltd	NEW	32,677	—	+32,677	—	—	$9.6K	—	2023-11-13
WealthPLAN Partners, LLC	INCREASED	32,335	27,335	+5,000	+18%	$11.1K	$9.5K	-$1.6K	2023-11-02
Nicholas Wealth, Llc.	NEW	29,038	—	+29,038	—	—	$8.6K	—	2023-10-25
Integrated Wealth Concepts LLC	DECREASED	25,190	30,190	-5,000	-17%	$12.3K	$7.4K	-$4.9K	2023-11-15
Simplex Trading, LLC	INCREASED	18,336	17,269	+1,067	+6%	$7	$5	-$2	2023-11-01
Gerber Kawasaki Wealth & Investment Management	NEW	15,440	—	+15,440	—	—	$4.5K	—	2023-11-14
Allworth Financial LP	UNCHANGED	15,318	15,318	0	0%	$6.2K	$4.5K	-$1.7K	2023-10-31
Glenmede Trust Co NA	UNCHANGED	15,000	15,000	0	0%	$5.6K	$4.4K	-$1.2K	2023-11-14
McAdam, LLC	DECREASED	14,592	16,792	-2,200	-13%	$6.8K	$4.3K	-$2.5K	2023-10-31
Atlantic Trust Group, LLC	UNCHANGED	12,535	12,535	0	0%	$5.1K	$3.7K	-$1.4K	2023-11-13
Whitcomb & Hess, Inc.	INCREASED	12,500	11,500	+1,000	+9%	$4.7K	$3.7K	-$1.0K	2023-10-18
Creative Planning	DECREASED	11,344	11,814	-470	-4%	$4.8K	$3.3K	-$1.5K	2023-11-16
Axiom Advisory, LLC	UNCHANGED	11,021	11,021	0	0%	$4.5K	$3.2K	-$1.2K	2023-11-14
Victory Capital Management Inc	INCREASED	11,019	10,187	+832	+8%	$4.2K	$3.2K	-$908	2023-11-06
Modera Wealth Management, LLC	UNCHANGED	10,870	10,870	0	0%	$4.4K	$3.2K	-$1.2K	2023-11-30
Washburn Capital Management, Inc.	UNCHANGED	10,000	10,000	0	0%	$4.1K	$2.9K	-$1.1K	2023-11-08
Tobias Financial Advisors, Inc.	UNCHANGED	10,000	10,000	0	0%	$4.1K	$2.9K	-$1.1K	2023-11-03
Osaic Holdings, Inc.	UNCHANGED	4,425	4,425	0	0%	$1.8K	$1.3K	-$502	2023-11-13
Nfsg Corp	NEW	2,000	—	+2,000	—	—	$589	—	2023-10-17
Cutler Group LP	DECREASED	1,318	1,918	-600	-31%	$0	$0	$0	2023-11-07
UBS Group AG	UNCHANGED	1,200	1,200	0	0%	$490	$354	-$136	2023-11-09
M&R Capital Management Inc	UNCHANGED	1,000	1,000	0	0%	$407	$295	-$112	2023-10-10
Royal Bank of Canada	DECREASED	730	852	-122	-14%	$0	$0	$0	2023-11-14
US Bancorp \de\	UNCHANGED	500	500	0	0%	$204	$147	-$57	2023-11-03
JPMorgan Chase & Co	INCREASED	347	250	+97	+39%	$102	$103	+$1	2023-11-14
Wolverine Asset Management LLC	UNCHANGED	110	110	0	0%	$44	$32	-$12	2023-11-13
Bank of America Corp	UNCHANGED	100	100	0	0%	$41	$29	-$12	2023-11-14
FMR LLC	NEW	86	—	+86	—	—	$25	—	2026-11-05
Thompson Investment Management, Inc.	UNCHANGED	50	50	0	0%	$20	$15	-$5	2023-10-30
Qube Research & Technologies Ltd	NEW	4	—	+4	—	—	$1	—	2023-11-13
Belpointe Asset Management LLC	CLOSED	0	15,000	-15,000	-100%	$6.1K	$0	-$6.1K	2023-11-15
Cetera Investment Advisers	CLOSED	0	13,250	-13,250	-100%	$5.4K	$0	-$5.4K	2023-11-14
Susquehanna International Group, LLP	CLOSED	0	13,246	-13,246	-100%	$5.4K	$0	-$5.4K	2023-11-14
CarsonAllaria Wealth Management, Ltd.	CLOSED	0	1,100	-1,100	-100%	$449	$0	-$449	2023-11-09
Proequities, Inc.	UNCHANGED	0	0	0	—	$0	$0	$0	2023-10-30

Showing 70 of 70 institutions