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Get Institutions for : 
Personalis, Inc. (PSNL)  
$1.65 0.09 (5.43%) as of 4:30 Thu 5/9


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 70    4
Total shares held : 
21,979,437  
% of shares held : 
57.15%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  9  
Amount of shares held : 
-2,693,001  
% of shares held change : 
  -7%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$1.26  
Last Quarter's Ending Price : 
$2.10  
Last Quarter's Average Price
$1.29  
Change from last quarter's     
avg. price to the last closing  : 
0.36 (27.91%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 449,794
 2.05%
 
Increased Positions :
23
 2,581,328
 11.74%
 
Unchanged Positions :
20
 3,358,931
 15.28%
 
Decreased Positions :
18
-4,332,375
-19.71%
 
Closed Positions :
5
-1,391,748
-6.33%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   ARK Investment Management LLC 106 - 2024-03-31 6,065,473 $9,038,000 -606,072
   BLACKROCK INC. 3405 - 2023-12-31 3,315,268 $6,962,000 -14,610
   NIKKO ASSET MANAGEMENT AMERICAS, INC. 149 - 2024-03-31 977,634 $1,457,000 -106,051
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 924 - 2024-03-31 977,634 $1,457,000 -106,051
   JACOBS LEVY EQUITY MANAGEMENT INC 780 - 2023-12-31 335,835 $705,000 -109,068
   WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC 133 - 2024-03-31 436,931 $651,000 -40,900
   WELLINGTON SHIELDS & CO., LLC 129 - 2024-03-31 299,097 $446,000 -200
   LPL FINANCIAL CORP 3760 - 2023-12-31 192,953 $405,000 -1,186
   BRIDGEWAY CAPITAL MANAGEMENT INC 1078 - 2023-12-31 129,500 $272,000 -25,000
   DIMENSIONAL FUND ADVISORS INC 3173 - 2023-12-31 107,562 $226,000 -109,776
   TWO SIGMA ADVISERS, LLC 2199 - 2023-12-31 106,300 $223,000 -17,300
   Green Alpha Advisors LLC 135 - 2024-03-31 118,953 $177,000 -352
   Prime Capital Investment Advisors LLC - 2023-12-31 27,766 $58,000 -1,643
   Russell Investments Group Ltd. 2544 - 2023-12-31 22,234 $47,000 -1,620
   BANK OF NEW YORK MELLON CORP 3943 - 2024-03-31 30,962 $46,000 -28,549
   BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UN 37 - 2023-12-31 22,105 $46,000 -3,157
   BANK OF AMERICA CORP /DE/ 5598 - 2023-12-31 13,544 $28,000 -49
   HRT FINANCIAL LLC 1837 - 2023-12-31 10,739 $22,000 -7,702
   UBS Group AG 5742 - 2023-12-31 10,230 $21,000 -10,380
   Advisor Group Holdings Inc. 5735 - 2023-12-31 4,206 $9,000 -2,495
   ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 2595 - 2024-03-31 5,023 $7,000 -167
   J P MORGAN CHASE & CO 5365 - 2023-12-31 886 $2,000 -3,535,231

  22 Records found
  1    
  Page 1 of 1
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