Stock Transactions — CARLSMED INC

Total Bought
1,742,079
47 transactions
Total Sold
1,505,139
21 transactions
Net
+236,940
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
▲▼
Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
▲▼
Type
Pier Capital, LLC0373,677+373,6770.000.51+0.51buy
MILLENNIUM MANAGEMENT LLC0295,907+295,9070.000.00+0.00buy
Palumbo Wealth Management LLC0267,298+267,2980.000.58+0.58buy
AQR CAPITAL MANAGEMENT LLC092,159+92,1590.000.00+0.00buy
BlackRock, Inc.446,892532,593+85,7010.000.00+0.00buy
Parkman Healthcare Partners LLC521,123597,318+76,1950.490.64+0.15buy
JANE STREET GROUP, LLC073,389+73,3890.000.00+0.00buy
GOLDMAN SACHS GROUP INC063,126+63,1260.000.00+0.00buy
D. E. Shaw & Co., Inc.060,439+60,4390.000.00+0.00buy
CITADEL ADVISORS LLC44,595101,726+57,1310.000.00+0.00buy
Curated Wealth Partners LLC045,000+45,0000.000.00+0.00buy
BNP PARIBAS FINANCIAL MARKETS2,56739,951+37,3840.000.00+0.00buy
BRIDGEWAY CAPITAL MANAGEMENT, LLC025,000+25,0000.000.00+0.00buy
MARSHALL WACE, LLP021,283+21,2830.000.00+0.00buy
Jump Financial, LLC019,414+19,4140.000.00+0.00buy
STATE STREET CORP113,717133,083+19,3660.000.00+0.00buy
TWO SIGMA INVESTMENTS, LP018,008+18,0080.000.00+0.00buy
Sixth Street Partners Management Company, L.P.017,276+17,2760.000.00+0.00buy
ALPINE WOODS CAPITAL INVESTORS, LLC015,542+15,5420.000.04+0.04buy
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP014,040+14,0400.000.00+0.00buy
Janney Montgomery Scott LLC013,025+13,0250.000.00+0.00buy
GEODE CAPITAL MANAGEMENT, LLC193,173204,655+11,4820.000.00+0.00buy
Trexquant Investment LP011,001+11,0010.000.00+0.00buy
NORTHERN TRUST CORP54,47664,633+10,1570.000.00+0.00buy
Bank of New York Mellon Corp13,10517,452+4,3470.000.00+0.00buy
CITIGROUP INC4094,377+3,9680.000.00+0.00buy
MERCER GLOBAL ADVISORS INC /ADV15,09317,462+2,3690.000.00+0.00buy
Centiva Capital, LP12,74514,891+2,1460.010.01-0.00buy
ARMSTRONG ADVISORY GROUP, INC01,234+1,2340.000.00+0.00buy
Integrated Wealth Concepts LLC0999+9990.000.00+0.00buy
Arax Advisory Partners0749+7490.000.00+0.00buy
RHUMBLINE ADVISERS5,1815,788+6070.000.00+0.00buy
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.3,3483,893+5450.000.00+0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC16,77517,276+5010.000.00+0.00buy
Legal & General Group Plc5791,024+4450.000.00+0.00buy
DEUTSCHE BANK AG\9,83210,180+3480.000.00+0.00buy
JONES FINANCIAL COMPANIES LLLP380630+2500.000.00+0.00buy
EverSource Wealth Advisors, LLC0207+2070.000.00+0.00buy
Allworth Financial LP0180+1800.000.00+0.00buy
IFP Advisors, Inc153+520.000.00+0.00buy
True Wealth Design, LLC252+500.000.00+0.00buy
Fortitude Family Office, LLC030+300.000.00+0.00buy
ROTHSCHILD INVESTMENT LLC024+240.000.00+0.00buy
SJS Investment Consulting Inc.019+190.000.00+0.00buy
Clearstead Advisors, LLC05+50.000.00+0.00buy
Caitong International Asset Management Co., Ltd47+30.000.00+0.00buy
JPL Wealth Management, LLC01+10.000.00+0.00buy
Ameritas Investment Partners, Inc.56556500.000.00-0.00hold
Board of Trustees of The Leland Stanford Junior University12,51612,51600.010.02+0.01hold
Police & Firemen's Retirement System of New Jersey1,2581,25800.000.00+0.00hold
US BANCORP \DE\60060000.000.00+0.00hold
NEW YORK STATE COMMON RETIREMENT FUND1,8001,80000.000.00+0.00hold
Advisory Services Network, LLC30-30.000.00-0.00sell
MAI Capital Management40-40.000.00-0.00sell
Root Financial Partners, LLC150-150.000.00-0.00sell
Sterling Capital Management LLC130105-250.000.00-0.00sell
GAMMA Investing LLC1350-1350.000.00-0.00sell
FMR LLC1,2961,155-1410.000.00-0.00sell
BARCLAYS PLC1,7771,443-3340.000.00-0.00sell
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM460114-3460.000.00-0.00sell
Tower Research Capital LLC (TRC)1,6691,205-4640.000.00-0.00sell
KORNITZER CAPITAL MANAGEMENT INC /KS53,43251,688-1,7440.010.01+0.00sell
Boston Partners25,20122,375-2,8260.000.00-0.00sell
RENAISSANCE TECHNOLOGIES LLC10,4000-10,4000.000.00-0.00sell
HRT FINANCIAL LP12,3370-12,3370.000.00-0.00sell
Quadrature Capital Ltd13,3520-13,3520.000.00-0.00sell
TD Waterhouse Canada Inc.20,0000-20,0000.000.00-0.00sell
Russell Investments Group, Ltd.159,291138,992-20,2990.000.00-0.00sell
XTX Topco Ltd24,7380-24,7380.000.00-0.00sell
WESBANCO BANK INC37,0000-37,0000.010.00-0.01sell
Burkehill Global Management, LP50,0000-50,0000.020.00-0.02sell
Schonfeld Strategic Advisors LLC283,180224,804-58,3760.020.01-0.01sell
ORBIMED ADVISORS LLC1,252,6000-1,252,6000.250.00-0.25sell
Page 1 of 1