Filing Research | PBYI - PUMA BIOTECHNOLOGY INC Institutional Holdings

Snapshot holdings

25 / 25 loaded

#		Instrument	quantity
1	Prospera Financial Services Inc	Shares	158.8KSH	$1.3M
2	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	73.7KSH	$598.0K
3	Baron Wealth Management LLC	Shares	36.4KSH	$295.0K
4	Y-Intercept (Hong Kong) Ltd	Shares	26.2KSH	$212.7K
5	C2C Wealth Management, LLC	Shares	23.6KSH	$191.6K
6	Police & Firemen's Retirement System of New Jersey	Shares	15.7KSH	$127.5K
7	PERKINS CAPITAL MANAGEMENT INC	Shares	13.4KSH	$108.7K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	13.2KSH	$105.6K
9	Abel Hall, LLC	Shares	11.5KSH	$93.4K
10	Williams & Novak, LLC	Shares	10.5KSH	$85.1K
11	China Universal Asset Management Co., Ltd.	Shares	8.1KSH	$65.7K
12	IFP Advisors, Inc	Shares	7.9KSH	$63.8K
13	Mirae Asset Global Investments Co., Ltd.	Shares	2.3KSH	$18.5K
14	Farther Finance Advisors, LLC	Shares	1.2KSH	$9.6K
15	GHP Investment Advisors, Inc.	Shares	1.2KSH	$9.5K
16	GAMMA Investing LLC	Shares	496SH	$4.0K
17	SIGNATUREFD, LLC	Shares	367SH	$3.0K
18	EverSource Wealth Advisors, LLC	Shares	284SH	$2.3K
19	Mosley Wealth Management	Shares	148SH	$1.2K
20	True Wealth Design, LLC	Shares	123SH	$998
21	SBI Securities Co., Ltd.	Shares	56SH	$454
22	SJS Investment Consulting Inc.	Shares	52SH	$422
23	State of Alaska, Department of Revenue	Shares	8.4KSH	$68
24	ELEVATION WEALTH PARTNERS, LLC	Shares	3SH	$25
25	TFC Financial Management, Inc.	Shares	1SH	$9

Manager changes2026-06-30 vs 2026-03-31

26 / 26 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+26.2K	+$212.7K	$212.7K
2	Prospera Financial Services Inc trimmed	Shares	-14.3K	+$181.8K	$1.3M
3	Baron Wealth Management LLC trimmed	Shares	-1.9K	+$50.4K	$295.0K
4	C2C Wealth Management, LLC unchanged	Shares	0	+$40.6K	$191.6K
5	PERKINS CAPITAL MANAGEMENT INC added	Shares	+900	+$28.8K	$108.7K
6	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$27.0K	$127.5K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.6K	+$25.3K	$105.6K
8	Abel Hall, LLC added	Shares	+46	+$20.1K	$93.4K
9	IFP Advisors, Inc added	Shares	+955	+$19.6K	$63.8K
10	Williams & Novak, LLC trimmed	Shares	-150	+$13.1K	$85.1K
11	China Universal Asset Management Co., Ltd. trimmed	Shares	-927	+$8.0K	$65.7K
12	Farther Finance Advisors, LLC added	Shares	+616	+$5.8K	$9.6K
13	SIGNATUREFD, LLC new	Shares	+367	+$3.0K	$3.0K
14	GHP Investment Advisors, Inc. unchanged	Shares	0	+$2.0K	$9.5K
15	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-378	+$1.5K	$18.5K
16	GAMMA Investing LLC added	Shares	+74	+$1.3K	$4.0K
17	Mosley Wealth Management unchanged	Shares	0	+$414	$1.2K
18	True Wealth Design, LLC unchanged	Shares	0	+$212	$998
19	SJS Investment Consulting Inc. added	Shares	+9	+$147	$422
20	SBI Securities Co., Ltd. unchanged	Shares	0	+$96	$454
21	State of Alaska, Department of Revenue unchanged	Shares	0	+$15	$68
22	ELEVATION WEALTH PARTNERS, LLC unchanged	Shares	0	+$5	$25
23	EverSource Wealth Advisors, LLC trimmed	Shares	-76	+$2	$2.3K
24	TFC Financial Management, Inc. unchanged	Shares	0	+$2	$9
25	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-22.3K	-$15.5K	$598.0K
26	Abacus Wealth Partners, LLC exited	Shares	-11.2K	-$71.6K	$0