Purchases and Sales Made in Q2 2023 in Bentley Systems Inc (BSY)
This table provides information about the institutional ownership of Bentley Systems Inc (BSY) during Q2 2023. The information is specifically focused on institutions that hold shares of BENTLEY SYSTEMS INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
102New |
$4.17K - $5.53K
|
102
$4.85K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
100New |
$4.09K - $5.42K
|
100
$4.75K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
87+ 669.23% |
$3.56K - $4.72K
|
100
$4.75K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
76+ 1.19% |
$3.11K - $4.12K
|
6.44K
$306K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
74+ 58.27% |
$3.03K - $4.01K
|
201
$9.55K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
54+ 5.73% |
$2.21K - $2.93K
|
997
$47.4K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
53+ 1.26% |
$2.17K - $2.87K
|
4.27K
$203K
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
53+ 0.1% |
$2.17K - $2.87K
|
53.8K
$2.55M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
53+ 1.26% |
$2.17K - $2.87K
|
4.27K
$203K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
50New |
$2.04K - $2.71K
|
50
$2.38K
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
45New |
$1.84K - $2.44K
|
45
$2.14K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
45+ 23.08% |
$1.84K - $2.44K
|
240
$11.4K
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
30+ 0.15% |
$1.23K - $1.63K
|
20.7K
$985K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
18+ 16.98% |
$736 - $976
|
124
$5.89K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16+ 72.73% |
$654 - $868
|
38
$1.81K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
15+ 0.02% |
$613 - $813
|
70.7K
$3.36M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13New |
$532 - $705
|
13
$618
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
13New |
$532 - $705
|
13
$618
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
12New |
$491 - $651
|
12
$570
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12+ 20.0% |
$491 - $651
|
72
$3.42K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12+ 20.0% |
$491 - $651
|
72
$3.42K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 34.78% |
$327 - $434
|
31
$1.47K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 1.18% |
$286 - $380
|
601
$28.6K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7+ 0.09% |
$286 - $380
|
7.56K
$359K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 27.78% |
$204 - $271
|
23
$1.09K
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
5+ 0.07% |
$204 - $271
|
7.21K
$343K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
5+ 4.55% |
$204 - $271
|
115
$5.47K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 33.33% |
$123 - $163
|
12
$570
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 27.27% |
$123 - $163
|
14
$665
|
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$81.8 - $108
|
10.5K
$498K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1+ 0.08% |
$40.9 - $54.2
|
1.24K
$58.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.45% |
$40.9 - $54.2
|
223
$10.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-3- 13.64% |
$123 - $163
|
19
$903
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-16- 13.11% |
$654 - $868
|
106
$5.04K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-27- 93.1% |
$1.1K - $1.46K
|
2
$95.1
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-27- 38.03% |
$1.1K - $1.46K
|
44
$2.09K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-34- 0.26% |
$1.39K - $1.84K
|
13K
$618K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-53- 0.97% |
$2.17K - $2.87K
|
5.43K
$258K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-55- 49.55% |
$2.25K - $2.98K
|
56
$2.66K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-56- 0.83% |
$2.29K - $3.04K
|
6.68K
$318K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-75Closed |
$3.07K - $4.07K
|
0
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-100- 1.01% |
$4.09K - $5.42K
|
9.84K
$468K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-114- 29.84% |
$4.66K - $6.18K
|
268
$12.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-133- 1.34% |
$5.44K - $7.21K
|
9.76K
$464K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-150- 1.38% |
$6.13K - $8.13K
|
10.7K
$509K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-154- 0.15% |
$6.3K - $8.35K
|
101K
$4.82M
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-157- 0.77% |
$6.42K - $8.51K
|
20.3K
$964K
|
|
|
Aug 14, 2023
Q2 2023
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-208- 3.3% |
$8.51K - $11.3K
|
6.1K
$290K
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-212- 0.06% |
$8.67K - $11.5K
|
349K
$16.6M
|