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, Q1 2023
Institutional positions in PAVmed Inc. as of Mar 31, 2023. 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
- 61
- −3 vs. Q4 2022
- Shares held
- 10.0M
- +345.3K (+3.6%) vs. Q4 2022
- Total value
- $3.76M
- −$863.0K (−18.7%) vs. Q4 2022
- New holders
- 7
- 19 more added
- Sold out
- 10
- 10 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding PAVmed Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cutler Group LP | 1,918 | $0 | 0.00% | −1,591−45.3% | Reduced |
| JPMorgan Chase & Co | 250 | $0 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 382 | $0 | 0.00% | +382 | New |
| Lumature Wealth Partners, LLC | 14 | $5 | 0.00% | +14 | New |
| Thompson Investment Management, Inc. | 50 | $19 | 0.00% | +50 | New |
| Bank of America Corp | 100 | $37 | 0.00% | −98−49.5% | Reduced |
| US Bancorp | 500 | $187 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 500 | $187 | 0.00% | +131+35.5% | Added |
| TCI Wealth Advisors, Inc. | 601 | $225 | 0.00% | +1+0.2% | Added |
| M&R Capital Management Inc | 1,000 | $373 | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 1,100 | $411 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,725 | $1.76K | 0.00% | +800+20.4% | Added |
| Simplex Trading, LLC | 7,829 | $2.00K | 0.00% | +4,039+106.6% | Added |
| Washburn Capital Management, Inc. | 10,000 | $3.73K | 0.00% | 00.0% | Unchanged |
| Tobias Financial Advisors, Inc. | 10,000 | $3.73K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 10,595 | $3.96K | 0.00% | −1,219−10.3% | Reduced |
| Modera Wealth Management, LLC | 10,870 | $4.06K | 0.00% | 00.0% | Unchanged |
| Whitcomb & Hess, Inc. | 11,111 | $4.15K | 0.00% | +11,111 | New |
| Axiom Advisory, LLC | 11,021 | $4.63K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 12,535 | $4.68K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 13,250 | $4.95K | 0.00% | +3,000+29.3% | Added |
| McAdam, LLC | 13,792 | $5.15K | 0.00% | +13,792 | New |
| Financial Advocates Investment Management | 14,656 | $5.47K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 15,000 | $5.60K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 15,318 | $5.72K | 0.00% | +4,200+37.8% | Added |
| Commonwealth Equity Services, LLC | 16,065 | $6.00K | 0.00% | −1,275−7.4% | Reduced |
| King Wealth | 22,000 | $8.00K | 0.00% | +2,000+10.0% | Added |
| UBS Group AG | 22,531 | $8.40K | 0.00% | +10,844+92.8% | Added |
| Susquehanna International Group, LLP | 24,615 | $9.19K | 0.00% | +8,215+50.1% | Added |
| Integrated Wealth Concepts LLC | 30,190 | $11.0K | 0.00% | +30,190 | New |
| Virtu Financial LLC | 32,631 | $12.0K | 0.00% | +5,278+19.3% | Added |
| WealthPLAN Partners, LLC | 32,335 | $12.1K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 33,043 | $12.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 37,913 | $14.0K | 0.00% | +20,166+113.6% | Added |
| Private Advisor Group, LLC | 40,334 | $15.1K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 52,900 | $20.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 56,292 | $21.0K | 0.00% | +16,411+41.1% | Added |
| Pallas Capital Advisors LLC | 48,339 | $23.8K | 0.00% | −31,700−39.6% | Reduced |
| CWM, LLC | 66,145 | $25.0K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 70,000 | $26.1K | 0.00% | +10,000+16.7% | Added |
| LPL Financial LLC | 77,409 | $28.9K | 0.00% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 70,000 | $33.6K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 95,158 | $35.5K | 0.00% | 00.0% | Unchanged |
| First Wilshire Securities Management Inc | 100,000 | $37.0K | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 100,389 | $37.5K | 0.00% | −32,992−24.7% | Reduced |
| Bank of New York Mellon Corp | 103,595 | $38.7K | 0.00% | 00.0% | Unchanged |
| RFG Advisory, LLC | 107,000 | $40.0K | 0.00% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 112,666 | $42.1K | 0.00% | +8,088+7.7% | Added |
| Group One Trading, L.P. | 117,557 | $43.9K | 0.00% | +5,883+5.3% | Added |
| Northern Trust Corp | 151,607 | $56.6K | 0.00% | +17,797+13.3% | Added |
| XML Financial, LLC | 154,991 | $57.9K | 0.01% | +4,000+2.6% | Added |
| Millennium Management LLC | 220,291 | $82.0K | 0.00% | −105,565−32.4% | Reduced |
| Levin Capital Strategies, L.P. | 300,050 | $112.1K | 0.01% | +20,300+7.3% | Added |
| State Street Corp | 315,589 | $117.9K | 0.00% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 322,272 | $120.4K | 0.01% | −23,000−6.7% | Reduced |
| Wells Fargo & Company | 348,783 | $130.3K | 0.00% | −17,787−4.9% | Reduced |
| Verition Fund Management LLC | 415,942 | $155.4K | 0.00% | +274,913+194.9% | Added |
| Ayrton Capital LLC | 430,317 | $160.7K | 0.58% | +430,317 | New |
| Geode Capital Management, LLC | 734,474 | $274.3K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 1,309,303 | $489.0K | 0.00% | −122,146−8.5% | Reduced |
| Vanguard Group Inc | 3,702,684 | $1.38M | 0.00% | 00.0% | Unchanged |
| Alterity Financial Group, LLC | 0 | $0 | 0.00% | −67,995−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −34,779−100.0% | Sold out |
| Pacific Wealth Management | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| WealthPlan Investment Management, LLC | 0 | $0 | 0.00% | −32,335−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −25,144−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −16,400−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −102−100.0% | Sold out |