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, Q2 2023
Institutional positions in PAVmed Inc. as of Jun 30, 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
- 58
- −3 vs. Q1 2023
- Shares held
- 9.27M
- −768.4K (−7.7%) vs. Q1 2023
- Total value
- $3.78M
- +$18.8K (+0.5%) vs. Q1 2023
- New holders
- 4
- 10 more added
- Sold out
- 7
- 14 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding PAVmed Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 852 | $0 | 0.00% | +470+123.0% | Added |
| Cutler Group LP | 1,918 | $0 | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 50 | $20 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 100 | $41 | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 110 | $44 | 0.00% | +110 | New |
| JPMorgan Chase & Co | 250 | $102 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 500 | $204 | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,000 | $407 | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 1,100 | $449 | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,200 | $490 | 0.00% | −21,331−94.7% | Reduced |
| Advisor Group Holdings, Inc. | 4,425 | $1.80K | 0.00% | −300−6.3% | Reduced |
| Washburn Capital Management, Inc. | 10,000 | $4.08K | 0.00% | 00.0% | Unchanged |
| Tobias Financial Advisors, Inc. | 10,000 | $4.08K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 10,187 | $4.15K | 0.00% | +10,187 | New |
| Modera Wealth Management, LLC | 10,870 | $4.43K | 0.00% | 00.0% | Unchanged |
| Axiom Advisory, LLC | 11,021 | $4.49K | 0.00% | 00.0% | Unchanged |
| Whitcomb & Hess, Inc. | 11,500 | $4.69K | 0.00% | +389+3.5% | Added |
| Creative Planning | 11,814 | $4.82K | 0.00% | +1,219+11.5% | Added |
| CIBC Private Wealth Group, LLC | 12,535 | $5.11K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 13,246 | $5.40K | 0.00% | −11,369−46.2% | Reduced |
| Cetera Investment Advisers | 13,250 | $5.40K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 15,000 | $5.60K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 15,000 | $6.12K | 0.00% | −80,158−84.2% | Reduced |
| Allworth Financial LP | 15,318 | $6.25K | 0.00% | 00.0% | Unchanged |
| McAdam, LLC | 16,792 | $6.85K | 0.00% | +3,000+21.8% | Added |
| Simplex Trading, LLC | 17,269 | $7.00K | 0.00% | +9,440+120.6% | Added |
| King Wealth | 22,000 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 25,570 | $10.4K | 0.00% | −12,343−32.6% | Reduced |
| WealthPLAN Partners, LLC | 27,335 | $11.1K | 0.00% | −5,000−15.5% | Reduced |
| Integrated Wealth Concepts LLC | 30,190 | $12.3K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 33,043 | $13.5K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 40,334 | $16.4K | 0.00% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 48,239 | $18.8K | 0.00% | −100−0.2% | Reduced |
| Tradition Wealth Management, LLC | 52,900 | $22.0K | 0.00% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 70,000 | $28.5K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 70,000 | $28.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 70,066 | $29.0K | 0.00% | +3,921+5.9% | Added |
| Charles Schwab Investment Management Inc | 79,503 | $32.4K | 0.00% | +79,503 | New |
| Morgan Stanley | 80,275 | $32.7K | 0.00% | −20,114−20.0% | Reduced |
| Lazari Capital Management, Inc. | 89,000 | $36.3K | 0.02% | +89,000 | New |
| Millennium Management LLC | 93,676 | $38.2K | 0.00% | −126,615−57.5% | Reduced |
| LPL Financial LLC | 100,159 | $40.8K | 0.00% | +22,750+29.4% | Added |
| First Wilshire Securities Management Inc | 100,000 | $41.0K | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 103,109 | $42.0K | 0.00% | −486−0.5% | Reduced |
| RFG Advisory, LLC | 107,000 | $43.6K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 117,557 | $47.9K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 141,029 | $57.5K | 0.00% | −274,913−66.1% | Reduced |
| Resources Investment Advisors, LLC. | 146,979 | $59.9K | 0.00% | +34,313+30.5% | Added |
| Levin Capital Strategies, L.P. | 149,750 | $61.1K | 0.01% | −150,300−50.1% | Reduced |
| Northern Trust Corp | 151,607 | $61.8K | 0.00% | 00.0% | Unchanged |
| XML Financial, LLC | 154,991 | $63.2K | 0.01% | 00.0% | Unchanged |
| State Street Corp | 281,389 | $114.8K | 0.00% | −34,200−10.8% | Reduced |
| Valeo Financial Advisors, LLC | 322,272 | $131.4K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 348,873 | $142.3K | 0.00% | +900.0% | Added |
| Ayrton Capital LLC | 449,600 | $183.3K | 1.14% | +19,283+4.5% | Added |
| Geode Capital Management, LLC | 734,474 | $299.5K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 1,125,203 | $458.9K | 0.00% | −184,100−14.1% | Reduced |
| Vanguard Group Inc | 3,702,684 | $1.51M | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −56,292−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −32,631−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −16,065−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −14,656−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −601−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Lumature Wealth Partners, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |