Filing Research | PRME - PRIME MEDICINE INC Institutional Holdings

Snapshot holdings

22 / 22 loaded

#		Instrument	quantity
1	MILESTONE ASSET MANAGEMENT, LLC	Shares	100.0KSH	$369.1K
2	Police & Firemen's Retirement System of New Jersey	Shares	30.8KSH	$113.5K
3	China Universal Asset Management Co., Ltd.	Shares	28.7KSH	$106.1K
4	Abacus Planning Group, Inc.	Shares	25.2KSH	$92.9K
5	SHELTON WEALTH MANAGEMENT, LLC	Shares	19.1KSH	$70.5K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	15.1KSH	$57.1K
7	Sequoia Financial Advisors, LLC	Shares	11.7KSH	$43.1K
8	BENJAMIN EDWARDS INC	Shares	10.3KSH	$38.1K
9	Forum Financial Management, LP	Shares	10.0KSH	$36.9K
10	LANARK FINANCIAL, INC.	Shares	10.0KSH	$36.9K
11	Mirae Asset Global Investments Co., Ltd.	Shares	8.1KSH	$29.8K
12	SIGNATUREFD, LLC	Shares	5.0KSH	$18.4K
13	Owl Creek Wealth Partners LLC	Shares	2.6KSH	$9.7K
14	EverSource Wealth Advisors, LLC	Shares	1.4KSH	$5.1K
15	GAMMA Investing LLC	Shares	586SH	$2.2K
16	SBI Securities Co., Ltd.	Shares	580SH	$2.1K
17	Fortitude Family Office, LLC	Shares	308SH	$1.1K
18	EASTERN BANK	Shares	134SH	$494
19	Sachetta, LLC	Shares	100SH	$369
20	Farther Finance Advisors, LLC	Shares	55SH	$203
21	IFP Advisors, Inc	Shares	23SH	$85
22	Wealth Enhancement Trust Services, Inc.	Shares	3SH	$11

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

25 / 25 loaded

#		Instrument
1	MILESTONE ASSET MANAGEMENT, LLC new	Shares	+100.0K	+$369.1K	$369.1K
2	LANARK FINANCIAL, INC. added	Shares	+5.0K	+$19.5K	$36.9K
3	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$6.5K	$113.5K
4	Abacus Planning Group, Inc. unchanged	Shares	0	+$5.3K	$92.9K
5	Sequoia Financial Advisors, LLC added	Shares	+13	+$2.5K	$43.1K
6	Forum Financial Management, LP unchanged	Shares	0	+$2.1K	$36.9K
7	SIGNATUREFD, LLC unchanged	Shares	0	+$1.1K	$18.4K
8	SBI Securities Co., Ltd. added	Shares	+189	+$779	$2.1K
9	SHELTON WEALTH MANAGEMENT, LLC trimmed	Shares	-961	+$667	$70.5K
10	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$549	$9.7K
11	EASTERN BANK new	Shares	+134	+$494	$494
12	Sachetta, LLC new	Shares	+100	+$369	$369
13	IFP Advisors, Inc added	Shares	+21	+$78	$85
14	Wealth Enhancement Trust Services, Inc. new	Shares	+3	+$11	$11
15	SJS Investment Consulting Inc. exited	Shares	-10	-$35	$0
16	GAMMA Investing LLC trimmed	Shares	-61	-$90	$2.2K
17	Farther Finance Advisors, LLC trimmed	Shares	-99	-$319	$203
18	Fortitude Family Office, LLC trimmed	Shares	-128	-$380	$1.1K
19	True Wealth Design, LLC exited	Shares	-152	-$529	$0
20	EverSource Wealth Advisors, LLC trimmed	Shares	-624	-$1.9K	$5.1K
21	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-1.3K	-$3.0K	$29.8K
22	Scarborough Advisors, LLC exited	Shares	-1.3K	-$4.4K	$0
23	China Universal Asset Management Co., Ltd. trimmed	Shares	-3.3K	-$5.4K	$106.1K
24	BENJAMIN EDWARDS INC trimmed	Shares	-3.5K	-$10.1K	$38.1K
25	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-22.6K	-$68.0K	$57.1K