PAVmed Inc.
PAVM- Exchange
- Nasdaq
- Industry
- Surgical & Medical Instruments & Apparatus
- SEC CIK
- 0001624326
No open-market purchases or sales by PAVmed Inc. insiders were filed in the last 90 days; 19 institutions reported holding it in 13F filings for Q2 2026, worth $5.56M in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in PAVmed Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 64
- −9 vs. Q3 2022
- Shares held
- 9.70M
- −2.99M (−23.6%) vs. Q3 2022
- Total value
- $4.62M
- −$6.32M (−57.7%) vs. Q3 2022
- New holders
- 6
- 13 more added
- Sold out
- 15
- 20 more reduced
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PAVM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 19 | $5.56M |
| Q1 2026 | 21 | $5.26M |
| Q4 2025 | 32 | $468.8K |
| Q3 2025 | 36 | $677.4K |
| Q2 2025 | 32 | $755.8K |
| Q1 2025 | 31 | $873.5K |
| Q4 2024 | 26 | $653.8K |
| Q3 2024 | 22 | $1.38M |
| Q2 2024 | 26 | $931.9K |
| Q1 2024 | 24 | $2.03M |
| Q4 2023 | 26 | $3.10M |
| Q3 2023 | 65 | $3.67M |
| Q2 2023 | 58 | $3.78M |
| Q1 2023 | 61 | $3.76M |
| Q4 2022 | 64 | $4.62M |
| Q3 2022 | 73 | $10.9M |
| Q2 2022 | 76 | $11.5M |
| Q1 2022 | 96 | $27.0M |
| Q4 2021 | 108 | $65.5M |
| Q3 2021 | 109 | $198.9M |
| Q2 2021 | 101 | $134.7M |
| Q1 2021 | 92 | $80.8M |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding PAVmed Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 250 | $0 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 12,535 | $6 | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 40,334 | $19 | 0.00% | −804−2.0% | Reduced |
| BNP Paribas Arbitrage, SA | 102 | $49 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 198 | $96 | 0.00% | +197+19,700.0% | Added |
| FMR LLC | 369 | $177 | 0.00% | −680−64.8% | Reduced |
| US Bancorp | 500 | $240 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 600 | $288 | 0.00% | −400−40.0% | Reduced |
| M&R Capital Management Inc | 1,000 | $480 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,000 | $960 | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 3,790 | $1.00K | 0.00% | −4,915−56.5% | Reduced |
| Cutler Group LP | 3,509 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,500 | $1.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 1,100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,925 | $2.00K | 0.00% | −5,090−56.5% | Reduced |
| Barclays PLC | 8,000 | $3.84K | 0.00% | 00.0% | Unchanged |
| Washburn Capital Management, Inc. | 10,000 | $4.80K | 0.00% | 00.0% | Unchanged |
| Tobias Financial Advisors, Inc. | 10,000 | $4.80K | 0.00% | +10,000 | New |
| Cetera Investment Advisers | 10,250 | $4.92K | 0.00% | +10,250 | New |
| Modera Wealth Management, LLC | 10,870 | $5.22K | 0.00% | +10,870 | New |
| Axiom Advisory, LLC | 11,021 | $5.29K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 11,118 | $5.34K | 0.00% | +2,000+21.9% | Added |
| UBS Group AG | 11,687 | $5.61K | 0.00% | −29,513−71.6% | Reduced |
| Creative Planning | 11,814 | $5.67K | 0.00% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 14,656 | $7.04K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 15,000 | $7.20K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 16,400 | $7.87K | 0.00% | −108,712−86.9% | Reduced |
| Merit Financial Group, LLC | 16,400 | $7.87K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 17,340 | $8.00K | 0.00% | −11,500−39.9% | Reduced |
| Tower Research Capital LLC (TRC) | 17,747 | $9.00K | 0.00% | −6,777−27.6% | Reduced |
| King Wealth | 20,000 | $10.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 25,144 | $12.1K | 0.00% | +2,870+12.9% | Added |
| Virtu Financial LLC | 27,353 | $13.0K | 0.00% | +27,353 | New |
| WealthPLAN Partners, LLC | 32,335 | $13.3K | 0.00% | +32,335 | New |
| WealthPlan Investment Management, LLC | 32,335 | $13.6K | 0.00% | +235+0.7% | Added |
| Pacific Wealth Management | 30,000 | $14.4K | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 33,043 | $15.9K | 0.00% | +22,243+206.0% | Added |
| Glassman Wealth Services | 34,779 | $16.7K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 39,881 | $19.1K | 0.00% | +16,476+70.4% | Added |
| Tradition Wealth Management, LLC | 52,900 | $25.0K | 0.00% | +2,000+3.9% | Added |
| Lido Advisors, LLC | 60,000 | $28.8K | 0.00% | −10,000−14.3% | Reduced |
| CWM, LLC | 66,145 | $32.0K | 0.00% | 00.0% | Unchanged |
| Alterity Financial Group, LLC | 67,995 | $32.6K | 0.05% | −56,450−45.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 70,000 | $33.6K | 0.00% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 80,039 | $36.5K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 77,409 | $37.2K | 0.00% | −10,000−11.4% | Reduced |
| Belpointe Asset Management LLC | 95,158 | $45.7K | 0.00% | +95,158 | New |
| First Wilshire Securities Management Inc | 100,000 | $48.0K | 0.02% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 103,595 | $49.7K | 0.00% | +30,986+42.7% | Added |
| Resources Investment Advisors, LLC. | 104,578 | $50.2K | 0.00% | −8,543−7.6% | Reduced |
| Group One Trading, L.P. | 111,674 | $53.6K | 0.00% | −29,265−20.8% | Reduced |
| RFG Advisory, LLC | 107,000 | $54.8K | 0.00% | −13,500−11.2% | Reduced |
| Morgan Stanley | 133,381 | $64.0K | 0.00% | −45,120−25.3% | Reduced |
| Northern Trust Corp | 133,810 | $64.2K | 0.00% | −500−0.4% | Reduced |
| Verition Fund Management LLC | 141,029 | $67.7K | 0.00% | −45,832−24.5% | Reduced |
| XML Financial, LLC | 150,991 | $72.5K | 0.01% | −2,000−1.3% | Reduced |
| Levin Capital Strategies, L.P. | 279,750 | $134.3K | 0.02% | +130,000+86.8% | Added |
| State Street Corp | 315,589 | $151.5K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 325,856 | $156.0K | 0.00% | −54,540−14.3% | Reduced |
| Valeo Financial Advisors, LLC | 345,272 | $165.7K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 366,570 | $176.0K | 0.00% | +57,533+18.6% | Added |
| Geode Capital Management, LLC | 734,474 | $352.0K | 0.00% | +5,984+0.8% | Added |
| BlackRock Inc. | 1,431,449 | $687.1K | 0.00% | +9,192+0.6% | Added |
| Vanguard Group Inc | 3,702,684 | $1.78M | 0.00% | +1,7790.0% | Added |
| Ayrton Capital LLC | 0 | $0 | 0.00% | −1,599,961−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −1,000,207−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −212,963−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −57,130−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −34,565−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −28,787−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −14,410−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −13,912−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −13,381−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −11,567−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −10,378−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −515−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −298−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |