Filing Research | PGEN - PRECIGEN INC Institutional Holdings

Snapshot holdings

31 / 31 loaded

#		Instrument	quantity
1	LexAurum Advisors, LLC	Shares	638.4KSH	$3.6M
2	Lansing Street Advisors	Shares	495.4KSH	$2.8M
3	CARY STREET PARTNERS FINANCIAL LLC	Shares	87.6KSH	$499.3K
4	China Universal Asset Management Co., Ltd.	Shares	56.7KSH	$323.4K
5	Police & Firemen's Retirement System of New Jersey	Shares	53.2KSH	$303.0K
6	Apella Capital, LLC	Shares	29.0KSH	$159.7K
7	Welch Group, LLC	Shares	25.0KSH	$142.5K
8	Composition Wealth, LLC	Shares	22.7KSH	$129.5K
9	Flower City Capital	Shares	20.0KSH	$114.0K
10	Fortis Group Advisors, LLC	Shares	19.0KSH	$108.1K
11	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	16.5KSH	$94.2K
12	Mirae Asset Global Investments Co., Ltd.	Shares	15.9KSH	$90.9K
13	Asempa Wealth Advisors	Shares	11.6KSH	$66.1K
14	Abel Hall, LLC	Shares	11.2KSH	$64.0K
15	CHIRON CAPITAL MANAGEMENT, LLC	Shares	10.3KSH	$59.0K
16	Key FInancial Inc	Shares	5.0KSH	$28.5K
17	SIGNATUREFD, LLC	Shares	1.1KSH	$6.1K
18	ADIRONDACK TRUST CO	Shares	1.0KSH	$5.7K
19	Farther Finance Advisors, LLC	Shares	782SH	$4.5K
20	Physician Wealth Advisors, Inc.	Shares	758SH	$4.3K
21	AdvisorNet Financial, Inc	Shares	660SH	$3.8K
22	CoreCap Advisors, LLC	Shares	500SH	$2.9K
23	EverSource Wealth Advisors, LLC	Shares	466SH	$2.7K
24	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	200SH	$1.1K
25	Fortitude Family Office, LLC	Shares	142SH	$809
26	SBI Securities Co., Ltd.	Shares	104SH	$593
27	SJS Investment Consulting Inc.	Shares	98SH	$559
28	GAMMA Investing LLC	Shares	96SH	$547
29	True Wealth Design, LLC	Shares	28SH	$160
30	Ares Financial Consulting, LLC	Shares	6SH	$34
31	EASTERN BANK	Shares	3SH	$17

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

36 / 36 loaded

#		Instrument
1	LexAurum Advisors, LLC trimmed	Shares	-51.0K	+$970.9K	$3.6M
2	Lansing Street Advisors trimmed	Shares	-58.2K	+$681.2K	$2.8M
3	CARY STREET PARTNERS FINANCIAL LLC unchanged	Shares	0	+$160.3K	$499.3K
4	Welch Group, LLC new	Shares	+25.0K	+$142.5K	$142.5K
5	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$97.3K	$303.0K
6	China Universal Asset Management Co., Ltd. trimmed	Shares	-6.0K	+$80.4K	$323.4K
7	CHIRON CAPITAL MANAGEMENT, LLC new	Shares	+10.3K	+$59.0K	$59.0K
8	Apella Capital, LLC unchanged	Shares	0	+$44.3K	$159.7K
9	Composition Wealth, LLC unchanged	Shares	0	+$41.6K	$129.5K
10	Flower City Capital unchanged	Shares	0	+$36.6K	$114.0K
11	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+1.0K	+$34.2K	$94.2K
12	Fortis Group Advisors, LLC unchanged	Shares	0	+$29.2K	$108.1K
13	Abel Hall, LLC added	Shares	+168	+$21.2K	$64.0K
14	Asempa Wealth Advisors unchanged	Shares	0	+$20.5K	$66.1K
15	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-2.5K	+$19.5K	$90.9K
16	Key FInancial Inc unchanged	Shares	0	+$9.2K	$28.5K
17	SIGNATUREFD, LLC unchanged	Shares	0	+$2.0K	$6.1K
18	ADIRONDACK TRUST CO unchanged	Shares	0	+$1.8K	$5.7K
19	Farther Finance Advisors, LLC added	Shares	+27	+$1.5K	$4.5K
20	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$1.4K	$4.3K
21	AdvisorNet Financial, Inc unchanged	Shares	0	+$1.2K	$3.8K
22	CoreCap Advisors, LLC unchanged	Shares	0	+$915	$2.9K
23	SJS Investment Consulting Inc. new	Shares	+98	+$559	$559
24	GAMMA Investing LLC new	Shares	+96	+$547	$547
25	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$264	$1.1K
26	Fortitude Family Office, LLC unchanged	Shares	0	+$259	$809
27	True Wealth Design, LLC new	Shares	+28	+$160	$160
28	SBI Securities Co., Ltd. trimmed	Shares	-46	+$12	$593
29	Ares Financial Consulting, LLC unchanged	Shares	0	+$10	$34
30	EASTERN BANK unchanged	Shares	0	+$5	$17
31	Hughes Financial Services, LLC exited	Shares	-1	-$4	$0
32	Spire Wealth Management exited	Shares	-800	-$3.1K	$0
33	EverSource Wealth Advisors, LLC trimmed	Shares	-1.5K	-$5.1K	$2.7K
34	Y-Intercept (Hong Kong) Ltd exited	Shares	-12.6K	-$48.7K	$0
35	Allegheny Financial Group exited	Shares	-17.1K	-$66.0K	$0
36	SANDERS MORRIS HARRIS LLC exited	Shares	-25.0K	-$96.8K	$0