Purchases and Sales Made in Q3 2023 in Bentley Systems Inc (BSY)
This table provides information about the institutional ownership of Bentley Systems Inc (BSY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
203+ 0.1% |
$9.22K - $11.2K
|
195K
$10.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
185+ 0.8% |
$8.41K - $10.2K
|
23.3K
$1.29M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
182New |
$8.27K - $10K
|
182
$10.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
177+ 0.74% |
$8.04K - $9.75K
|
24K
$1.33M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
169+ 63.06% |
$7.68K - $9.31K
|
437
$24.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
159+ 44.79% |
$7.22K - $8.76K
|
514
$28.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
150+ 0.23% |
$6.82K - $8.27K
|
66.1K
$3.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
150New |
$6.82K - $8.27K
|
150
$8.3K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
141+ 58.75% |
$6.41K - $7.77K
|
381
$21.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
139+ 0.55% |
$6.32K - $7.66K
|
25.6K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
131+ 10.56% |
$5.95K - $7.22K
|
1.37K
$75.9K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
131+ 2.44% |
$5.95K - $7.22K
|
5.51K
$305K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
108+ 63.16% |
$4.91K - $5.95K
|
279
$15.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.3% |
$4.54K - $5.51K
|
33.1K
$1.83M
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
87+ 0.03% |
$3.95K - $4.79K
|
328K
$18.1M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
85New |
$3.86K - $4.68K
|
85
$4.7K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
84+ 221.05% |
$3.82K - $4.63K
|
122
$6.75K
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
83+ 1.76% |
$3.77K - $4.57K
|
4.81K
$266K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
75+ 7.99% |
$3.41K - $4.13K
|
1.01K
$56.1K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
73New |
$3.32K - $4.02K
|
73
$4.04K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
72+ 11.21% |
$3.27K - $3.97K
|
714
$39.5K
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
57+ 0.01% |
$2.59K - $3.14K
|
697K
$38.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
54+ 0.15% |
$2.45K - $2.98K
|
35.9K
$1.99M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
51New |
$2.32K - $2.81K
|
51
$2.82K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
40New |
$1.82K - $2.2K
|
40
$2.21K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
14+ 0.63% |
$636 - $771
|
2.23K
$123K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
12+ 100.0% |
$545 - $661
|
24
$1.33K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11+ 35.48% |
$500 - $606
|
42
$2.32K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10+ 76.92% |
$454 - $551
|
23
$1.27K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8New |
$364 - $441
|
8
$443
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
6+ 0.05% |
$273 - $331
|
11.2K
$621K
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
6+ 0.05% |
$273 - $331
|
11.2K
$621K
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$136 - $165
|
10.5K
$580K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 1.35% |
$136 - $165
|
226
$12.5K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 7.14% |
$45.4 - $55.1
|
15
$830
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 0.81% |
$45.4 - $55.1
|
125
$6.92K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-4- 21.05% |
$182 - $220
|
15
$830
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-8- 0.9% |
$364 - $441
|
884
$48.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-9- 0.73% |
$409 - $496
|
1.23K
$68K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10- 43.48% |
$454 - $551
|
13
$719
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-15- 34.09% |
$682 - $827
|
29
$1.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-17- 34.0% |
$772 - $937
|
33
$1.83K
|
|
|
Nov 13, 2023
Q3 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-27- 27.27% |
$1.23K - $1.49K
|
72
$3.98K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-27- 25.47% |
$1.23K - $1.49K
|
79
$4.37K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-28- 0.15% |
$1.27K - $1.54K
|
18.8K
$1.04M
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-35- 0.54% |
$1.59K - $1.93K
|
6.41K
$355K
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-38- 2.06% |
$1.73K - $2.09K
|
1.81K
$100K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-46- 1.08% |
$2.09K - $2.53K
|
4.22K
$234K
|