Skip to content
Disclosery

PSMT PRICESMART INC

Follow

Stock (common), issuer CIK 1041803

282 managers (288 13F filers) reported a position in PSMT shares at 2024-12-31, 25,380,707 shares in all. 35 filers opened a position and 27 filers sold out during the quarter.

Managers
282
13F filers
288
New
35
Added
113
Reduced
90
Sold out
27
Shares held by filers
25,380,707

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,209$204K<0.01%-40813F-HRTimelineGroup
Clearstead Advisors, LLC1,931$178K<0.01%013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …1,863$171K0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,829$171K<0.01%+54813F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC1,824$168K0.01%+613F-HRTimeline
State of Wyoming1,789$165K0.02%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,645$152K<0.01%+1313F-HRTimelineGroup
KBC Group NVin group KBC Group NV1,159$107K<0.01%+38113F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC1,003$92K<0.01%-3,17513F-HRTimelineGroup
Smithfield Trust Co980$90K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…950$87.6K<0.01%013F-HRTimeline
GAMMA Investing LLC925$85.3K0.01%+10213F-HRTimeline
TD Waterhouse Canada Inc.905$83.3K<0.01%-1,08913F-HRTimeline
Parkside Financial Bank & Trust870$80.2K0.01%+86513F-HRTimeline
1620 INVESTMENT ADVISORS, INC.798$73.6K0.06%+1113F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…796$73.4K<0.01%-1213F-HRTimeline
Smartleaf Asset Management LLC715$65.4K0.01%+57013F-HRTimeline
MassMutual Private Wealth & Trust, FSB681$62.8K<0.01%+66413F-HRTimeline
Blue Trust, Inc.608$56K<0.01%-43313F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.593$54.6K<0.01%+7213F-HR/ATimelineGroup
Walleye Capital LLCgroup of 2 filers holding554$51.1K-1,215Timeline
HANTZ FINANCIAL SERVICES, INC.550$51K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
First Horizon Advisors, Inc.526$48.6K<0.01%-3313F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.518$47.7K<0.01%-1,51913F-HRTimelineGroup
Arax Advisory Partners501$46.1K<0.01%+1413F-HRTimeline
Covestor Ltd449$42K0.03%+4413F-HRTimeline
Parallel Advisors, LLC384$35.4K<0.01%-17913F-HRTimeline
AlphaQuest LLC344$31.7K<0.01%-11,66513F-HRTimeline
Sterling Capital Management LLC312$28.8K<0.01%+26313F-HRTimeline
Advisors Asset Management, Inc.298$27.5K<0.01%new13F-HR/ATimeline
CBIZ Investment Advisory Services, LLC297$27.3K<0.01%+8313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…289$26.6K<0.01%+7213F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…280$25.4K<0.01%-813F-HRTimeline
Steward Partners Investment Advisory, L…238$21.9K<0.01%+2113F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD230$21.2K<0.01%013F-HRTimelineGroup
Versant Capital Management, Inc200$18.4K<0.01%+3613F-HRTimeline
Bell Investment Advisors, Inc157$14.5K<0.01%+513F-HRTimeline
Retirement Wealth Solutions LLC160$14.3K0.01%13F-HRTimeline
SIGNATUREFD, LLC146$13.4K<0.01%-3713F-HRTimeline
Headlands Technologies LLC145$13.4K<0.01%-3,30813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…137$12.6K<0.01%+7213F-HRTimelineGroup
Lindbrook Capital, LLC109$10K<0.01%013F-HRTimeline
Pinnacle Holdings, LLC100$9.22K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…99$9.12K<0.01%+613F-HRTimelineGroup
Larson Financial Group LLC93$8.57K<0.01%013F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…80$7.39K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC73$6.73K<0.01%new13F-HRTimeline
Hexagon Capital Partners LLC68$6.27K<0.01%+613F-HRTimeline
Centerpoint Advisors, LLC69$6K<0.01%new13F-HRTimeline
UMB Bank, n.a.59$5.44K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/49$4.52K<0.01%new13F-HRTimelineGroup
High Note Wealth, LLC48$4.42K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.45$4.15K<0.01%+613F-HRTimeline
Hemington Wealth Management43$3K<0.01%+1413F-HRTimeline
ROTHSCHILD INVESTMENT LLC30$2.77K<0.01%+513F-HRTimeline
Aster Capital Management (DIFC) Ltd28$2.58K<0.01%-8213F-HRTimeline
JFS WEALTH ADVISORS, LLC24$2.21K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC21$1.94K<0.01%-713F-HRTimeline
SIERRA OCEAN, LLC21$1.94K<0.01%13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…18$1.66K<0.01%013F-HRTimelineGroup
WOLFF WIESE MAGANA LLC17$1.57K<0.01%013F-HRTimeline
Global Retirement Partners, LLC14$1.29K<0.01%+713F-HRTimeline
Van Hulzen Asset Management, LLC12$1.11K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP12$1.11K<0.01%013F-HRTimelineGroup
Fortis Group Advisors, LLC12$1.11K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC11$1.01K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC10$1K<0.01%013F-HRTimeline
Allworth Financial LP11$998<0.01%+813F-HRTimeline
Farther Finance Advisors, LLC10$922<0.01%-20513F-HRTimeline
WPG Advisers, LLC10$922<0.01%13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC9$830<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC9$830<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.7$646<0.01%-113F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC7$645<0.01%13F-HRTimeline
DiNuzzo Private Wealth, Inc.6$554<0.01%013F-HRTimeline
IFP Advisors, Inc4$369<0.01%new13F-HRTimeline
Global Financial Private Client, LLC2$184<0.01%new13F-HRTimeline
True Wealth Design, LLC1$93<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$92<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.1$92<0.01%13F-HRTimeline
Parkworth Wealth Management, Inc.1$92<0.01%13F-HRTimeline
West Oak Capital, LLC35$32<0.01%013F-HR/ATimeline