SEC 13F Intelligence

PAVMED INC

CUSIP 70387R106

Pavmed Inc has 55 institutional holders in Filings Flow’s 13F database, together reporting 3.71M shares worth $1M as of Q4 2022. The largest reported holders are Ayrton Capital LLC, First Manhattan Co. LLC., and Geode Capital Management, LLC.

Institutional Holders
55
Q4 2022
Reported Value
$1M
Ticker
unmapped
private placement or foreign
Quarters Tracked
7

Ownership Trend

Institutional holders
Q4 ’18: 6Q4 ’18Q1 ’19: 7Q1 ’19Q2 ’19: 9Q2 ’19Q3 ’19: 10Q3 ’19Q2 ’21: 87Q2 ’21Q4 ’21: 95Q4 ’21Q4 ’22: 55Q4 ’22filingsflow.com
Total reported value
Q4 ’18: $91,000Q4 ’18Q1 ’19: $140,000Q1 ’19Q2 ’19: $375,000Q2 ’19Q3 ’19: $945,000Q3 ’19Q2 ’21: $141MQ2 ’21Q4 ’21: $1.7BQ4 ’21Q4 ’22: $1MQ4 ’22filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
LAZARI CAPITAL MANAGEMENT, INC.$287M AUM0.02%$26,21989.0KQ3 2023
FIRST WILSHIRE SECURITIES MANAGEMENT INC$444M AUM0.01%$29100.0KQ3 2023
Nicholas Wealth, LLC.$145M AUM0.01%$8,55529.0KQ3 2023
XML Financial, LLC$1.2B AUM0.01%$45,660155.0KQ3 2023
LEVIN CAPITAL STRATEGIES, L.P.$1.3B AUM0.01%$44,116149.8KQ3 2023
Valeo Financial Advisors, LLC$4.7B AUM0.00%$94,941322.5KQ3 2023
Axiom Advisory, LLC$10.7B AUM0.00%$3,24711.0KQ3 2023
WASHBURN CAPITAL MANAGEMENT, INC.$172M AUM0.00%$2,94610.0KQ3 2023
Tradition Wealth Management, LLC$1.4B AUM0.00%$1652.9KQ3 2023
Glassman Wealth Services$736M AUM0.00%$10,24634.8KQ3 2023
XTX Topco Ltd$5.8B AUM0.00%$9,62732.7KQ3 2023
RFG Advisory, LLC$5.4B AUM0.00%$31,522107.0KQ3 2023
Whitcomb & Hess, Inc.$463M AUM0.00%$3,68312.5KQ3 2023
WealthPLAN Partners, LLC$518M AUM0.00%$9,52632.3KQ3 2023
FIRST MANHATTAN CO. LLC.$36.1B AUM0.00%$294,5991.00MQ3 2023
Pallas Capital Advisors LLC$2.7B AUM0.00%$16,77364.2KQ3 2023
WealthPlan Investment Management, LLC$1.8B AUM0.00%$13,58132.3KQ4 2022OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.00%$36,798124.9KQ3 2023
TOBIAS FINANCIAL ADVISORS, INC.$718M AUM0.00%$2,94610.0KQ3 2023
Belpointe Asset Management LLC$2.7B AUM0.00%$6,11715.0KQ2 2023OLDER
Verition Fund Management LLC$15.4B AUM0.00%$41,547141.0KQ3 2023
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$15,25451.7KQ3 2023
FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM0.00%$15,26051.8KQ3 2023
Financial Advocates Investment Management$178M AUM0.00%$5,47414.7KQ1 2023OLDER
CarsonAllaria Wealth Management, Ltd.$202M AUM0.00%$4491.1KQ2 2023OLDER
McAdam, LLC$2.2B AUM0.00%$4,29914.6KQ3 2023
Gerber Kawasaki Wealth & Investment Management$3.1B AUM0.00%$4,54915.4KQ3 2023
NFSG Corp$608M AUM0.00%$5892.0KQ3 2023
BUCKINGHAM STRATEGIC WEALTH, LLC$9.7B AUM0.00%$20,62270.0KQ3 2023
Merit Financial Group, LLC$13.5B AUM0.00%$7,87216.4KQ4 2022OLDER
Lido Advisors, LLC$32.7B AUM0.00%$35,352120.0KQ3 2023
TWO SIGMA SECURITIES, LLC$861M AUM0.00%$15,62153.0KQ3 2023
Integrated Wealth Concepts LLC$12.5B AUM0.00%$7,42125.2KQ3 2023
CWM, LLC$38.1B AUM0.00%$2170.1KQ3 2023
GROUP ONE TRADING LLC$52.2B AUM0.00%$32,069108.9KQ3 2023
Private Advisor Group, LLC$21.3B AUM0.00%$11,78440.0KQ3 2023
M&R CAPITAL MANAGEMENT INC$454M AUM0.00%$2951.0KQ3 2023
Modera Wealth Management, LLC$8.3B AUM0.00%$3,20310.9KQ3 2023
Cetera Investment Advisers$94.0B AUM0.00%$5,40313.3KQ2 2023OLDER
Allworth Financial LP$24.7B AUM0.00%$4,51315.3KQ3 2023
RAYMOND JAMES & ASSOCIATES$164.1B AUM0.00%$40,584137.8KQ3 2023
CIBC Private Wealth Group LLC$59.2B AUM0.00%$13,48737.6KQ3 2023
TCI Wealth Advisors, Inc.$1.9B AUM0.00%$225601Q1 2023OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$243,440826.1KQ3 2023
GLENMEDE TRUST CO NA$20.4B AUM0.00%$4,41915.0KQ3 2023
LPL Financial LLC$376.6B AUM0.00%$28,62397.2KQ3 2023
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$24,47318.5KQ2 2023OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$616.1KQ1 2023OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$40,885138.8KQ3 2023
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$23,42279.5KQ3 2023
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$9,68532.9KQ3 2023
WOLVERINE TRADING, LLC$138.7B AUM0.00%$4,36014.8KQ3 2023
Creative Planning$147.4B AUM0.00%$3,34211.3KQ3 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$19,40166.9KQ3 2023
SIMPLEX TRADING, LLC$149.1B AUM0.00%$518.3KQ3 2023
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$3,24611.0KQ3 2023
JANE STREET GROUP, LLC$777.2B AUM0.00%$11,37038.6KQ3 2023
CITADEL ADVISORS LLC$618.5B AUM0.00%$13,11044.5KQ3 2023
Lumature Wealth Partners, LLC$168M AUM0.00%$514Q1 2023OLDER
THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM0.00%$1550Q3 2023
Bank of New York Mellon Corp$543.9B AUM0.00%$10,27734.9KQ3 2023
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1,3024.4KQ3 2023
BARCLAYS PLC$416.3B AUM0.00%$48.0KQ4 2022OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$9602.0KQ4 2022OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.00%$32110Q3 2023
US BANCORP \DE\$82.4B AUM0.00%$147500Q3 2023
UBS Group AG$666.3B AUM0.00%$3541.2KQ3 2023
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$49102Q4 2022OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$14Q3 2023

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.