PAVM icon

PAVmed
PAVM

Overview Fund Activity

58 hedge funds and large institutions have $3.78M invested in PAVmed in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 7 closing their positions.

Holders
58
Holders Change
-3
Holders Change %
-4.92%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
10
Reduced
14
Closed
7
Calls
$52K
Puts
$12K
Net Calls
+$40K
Net Calls Change
-$17K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$32.4K
2
OIA
2
OneDigital Investment Advisors
Kansas
$59.9K
3
LPL Financial
3
LPL Financial
California
$40.8K
4
AC
4
Ayrton Capital
Connecticut
$183K
5
Victory Capital Management
5
Victory Capital Management
Texas
$4.15K

Top Sellers

1
Verition Fund Management
1
Verition Fund Management
Connecticut
$57.5K
2
BlackRock
2
BlackRock
New York
$459K
3
LCS
3
Levin Capital Strategies
New York
$61.1K
4
Millennium Management
4
Millennium Management
New York
$38.2K
5
BAM
5
Belpointe Asset Management
Nevada
$6.12K
Name Market Value Shares Shares
Change 		Shares
Change %
PCA
26
Pallas Capital Advisors
Massachusetts
$18.8K 3,216 -7 -0.2%
PAG
27
Private Advisor Group
New Jersey
$16.4K 2,689 – –
RJA
28
Raymond James & Associates
Florida
$13.5K 2,203 – –
IWC
29
Integrated Wealth Concepts
Massachusetts
$12.3K 2,013 – –
WP
30
WealthPLAN Partners
Nebraska
$11.1K 1,822 -334 -15%
TRCT
31
Tower Research Capital (TRC)
New York
$10.4K 1,705 -823 -33%
KWMG
32
King Wealth Management Group
Florida
$9K 1,467 – –
Simplex Trading
33
Simplex Trading
Illinois
$7K 1,151 +629 +120%
ML
34
McAdam LLC
Pennsylvania
$6.85K 1,119 +200 +22%
AF
35
Allworth Financial
California
$6.25K 1,021 – –
BAM
36
Belpointe Asset Management
Nevada
$6.12K 1,000 -5,344 -84%
GT
37
Glenmede Trust
Pennsylvania
$5.6K 1,000 – –
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$5.4K 883 – –
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$5.4K 883 -758 -46%
CIBC Private Wealth Group
40
CIBC Private Wealth Group
Georgia
$5.11K 836 – –
Creative Planning
41
Creative Planning
Kansas
$4.82K 788 +82 +12%
WH
42
Whitcomb & Hess
Ohio
$4.69K 767 +26 +4%
AA
43
Axiom Advisory
California
$4.49K 735 – –
MWM
44
Modera Wealth Management
New Jersey
$4.43K 725 – –
Victory Capital Management
45
Victory Capital Management
Texas
$4.15K 679 +679 New
WCM
46
Washburn Capital Management
Florida
$4.08K 667 – –
TFA
47
Tobias Financial Advisors
Florida
$4.08K 667 – –
Osaic Holdings
48
Osaic Holdings
Arizona
$1.8K 295 -20 -6%
UBS Group
49
UBS Group
Switzerland
$490 80 -1,422 -95%
CWM
50
CarsonAllaria Wealth Management
Illinois
$449 73 – –
1
2
3