P3 Health Partners Inc.
Total Trades
16
Buys
16
Sells
0
Largest Trade
N/A
Insiders
6
Institutional Funds
9
Inst. Value
$500K+
Activist Filings
27
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| LEAVITT LEGACY, LLC | 10% Owner | BUY | N/A | 8.0M | — | Jun 26, 2024 |
| Chicago Pacific Founders UGP III, LLC | 10% Owner | BUY | $100K–$500K | 90K | $2.52 | Sep 15, 2023 |
| Chicago Pacific Founders UGP III, LLC | 10% Owner | BUY | $500K+ | 270K | $2.54 | Sep 13, 2023 |
| Chicago Pacific Founders UGP III, LLC | 10% Owner | BUY | $500K+ | 270K | $2.07 | Sep 7, 2023 |
| Chicago Pacific Founders UGP III, LLC | 10% Owner | BUY | $100K–$500K | 180K | $2.09 | Sep 1, 2023 |
| Chicago Pacific Founders UGP III, LLC | 10% Owner | BUY | $100K–$500K | 270K | $1.64 | Aug 31, 2023 |
| Chicago Pacific Founders UGP III, LLC | 10% Owner | BUY | $100K–$500K | 180K | $1.47 | Aug 29, 2023 |
| Chicago Pacific Founders UGP III, LLC | 10% Owner | BUY | $100K–$500K | 96K | $3.98 | Jun 2, 2023 |
| Chicago Pacific Founders UGP III, LLC | 10% Owner | BUY | $500K+ | 246K | $3.89 | May 31, 2023 |
| Chicago Pacific Founders UGP III, LLC | 10% Owner | BUY | $500K+ | 230K | $3.92 | May 25, 2023 |
| Chicago Pacific Founders UGP III, LLC | 10% Owner | BUY | $500K+ | 270K | $3.43 | May 19, 2023 |
| Chicago Pacific Founders UGP III, LLC | 10% Owner | BUY | $500K+ | 180K | $3.13 | May 17, 2023 |
| Abdou Sherif | CEO | BUY | $100K–$500K | 108K | $2.63 | May 16, 2023 |
| Kavthekar Atul | CFO | BUY | $15K–$50K | 19K | $2.65 | May 16, 2023 |
| Chicago Pacific Founders UGP, LLC | 10% Owner | BUY | $1M+ | 4.7M | $1.18 | Apr 28, 2023 |
| Balkin Michael | 10% Owner | BUY | $50K–$100K | 15K | $4.83 | Jan 31, 2022 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 9 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| Alyeska Investment Group, L.P. | 137K | $100K–$500K | SH |
| Trinity Financial Advisors LLC | 29K | $100K–$500K | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 19K | $50K–$100K | SH |
| VANGUARD GROUP INC | 6K | $15K–$50K | SH |
| PNC FINANCIAL SERVICES GROUP, INC. | 1K | $1K–$15K | SH |
| UBS Group AG | 580 | $1K–$15K | SH |
| BlackRock, Inc. | 252 | <$1K | SH |
| BNP PARIBAS FINANCIAL MARKETS | 36 | <$1K | SH |
| JPMORGAN CHASE & CO | 19 | <$1K | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
Chicago Pacific Founders UGP, LLC
SC 13D/A · Jun 6, 2025
28.3%
2.2M shares
Chicago Pacific Founders UGP, LLC
SC 13D/A · Feb 1, 2025
30.1%
110.4M shares
Alyeska Investment Group, L.P.
SC 13G · Nov 14, 2024
10.0%
16.0M shares
Chicago Pacific Founders UGP, LLC
SC 13D/A · Nov 8, 2024
30.9%
110.4M shares
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS Leavitt Equity Partners II, L.P. 2
SC 13D/A · Jun 26, 2024
5.6%
9.1M shares
Ameriprise Financial, Inc. IRS No. 13-3180631
SC 13G/A · Feb 27, 2024
4.7%
5.4M shares
Ameriprise Financial, Inc. IRS No. 13-3180631
SC 13G/A · Feb 14, 2024
4.7%
5.4M shares
The Vanguard Group - 23-1945930
SC 13G/A · Feb 13, 2024
1.4%
1.6M shares
SC 13G/A · Feb 12, 2024
2.2%
2.5M shares
SC 13G/A · Jan 10, 2024
0.0%
3K shares
SC 13G/A · Jun 12, 2023
6.0%
6.7M shares
Chicago Pacific Founders UGP, LLC
SC 13D/A · Apr 20, 2023
34.7%
110.4M shares
Leavitt Equity Partners II, L.P.
SC 13D/A · Apr 19, 2023
14.9%
9.1M shares
SC 13D/A · Apr 14, 2023
8.6%
21.0M shares
SC 13G/A · Mar 10, 2023
17.4%
7.2M shares
LMR Multi-Strategy Master Fund Limited
SC 13G/A · Feb 14, 2023
2.9%
1.2M shares
Ameriprise Financial, Inc. IRS No. 13-3180631
SC 13G/A · Feb 14, 2023
7.6%
3.1M shares
SC 13D/A · Dec 28, 2022
7.9%
19.2M shares
Chicago Pacific Founders UGP, LLC
SC 13D/A · Dec 23, 2022
41.3%
100.5M shares
Leavitt Equity Partners II, L.P.
SC 13D · Sep 12, 2022
15.3%
7.5M shares
SC 13D/A · Jul 11, 2022
7.7%
18.8M shares
SC 13D/A · Jul 11, 2022
3.2%
7.9M shares
SC 13G · Apr 12, 2022
2.9%
1.2M shares
Ameriprise Financial, Inc. S.S. or I.R.S. Identification IRS No. 13-3180631 No. of Above Person
SC 13G · Apr 11, 2022
10.1%
4.2M shares
Integrated Core Strategies (US) LLC
SC 13G/A · Feb 11, 2022
0.2%
72K shares
SC 13G · Jan 18, 2022
18.5%
7.8M shares
SC 13G · Jan 10, 2022
24.3%
10.1M shares