Purchases and Sales Made in Q4 2024 in Descartes Systems Group Inc (DSGX)
This table provides information about the institutional ownership of Descartes Systems Group Inc (DSGX) during Q4 2024. The information is specifically focused on institutions that hold shares of DESCARTES SYSTEMS GROUP INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
169+ 3.67% |
$16.9K - $20.5K
|
4.78K
$489K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
132+ 63.16% |
$13.2K - $16K
|
341
$34.9K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
108+ 14.61% |
$10.8K - $13.1K
|
847
$86.7K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
88+ 8.76% |
$8.82K - $10.7K
|
1.09K
$112K
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
82New |
$8.22K - $9.95K
|
82
$8.39K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
82+ 64.57% |
$8.22K - $9.95K
|
209
$21.4K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
75+ 1.98% |
$7.52K - $9.1K
|
3.85K
$394K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
52New |
$5.21K - $6.31K
|
52
$5.32K
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
42+ 12.57% |
$4.21K - $5.1K
|
376
$38.5K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
40New |
$4.01K - $4.85K
|
40
$4.09K
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
26+ 3.89% |
$2.61K - $3.16K
|
695
$71.1K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
25+ 4.01% |
$2.51K - $3.03K
|
649
$66.4K
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
21+ 6.6% |
$2.1K - $2.55K
|
339
$34.7K
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
20+ 25.0% |
$2K - $2.43K
|
100
$10.2K
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
17+ 8.85% |
$1.7K - $2.06K
|
209
$21.4K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
15New |
$1.5K - $1.82K
|
15
$1.53K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
13+ 0.03% |
$1.3K - $1.58K
|
38.9K
$3.99M
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
12New |
$1.2K - $1.46K
|
12
$1.23K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10+ 43.48% |
$1K - $1.21K
|
33
$3.38K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
8+ 47.06% |
$802 - $971
|
25
$2.56K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8+ 100.0% |
$802 - $971
|
16
$1.64K
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
8+ 61.54% |
$802 - $971
|
21
$2.15K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6+ 0.24% |
$601 - $728
|
2.46K
$252K
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
6+ 0.21% |
$601 - $728
|
2.87K
$294K
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 17.65% |
$301 - $364
|
20
$2.05K
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 25.0% |
$100 - $121
|
5
$512
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-3- 10.71% |
$301 - $364
|
25
$2.56K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-7- 5.98% |
$701 - $850
|
110
$11.3K
|
|
Feb 14, 2025
Q4 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-9- 0.14% |
$902 - $1.09K
|
6.61K
$677K
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-9- 52.94% |
$902 - $1.09K
|
8
$819
|
|
Jan 29, 2025
Q4 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-9- 0.18% |
$902 - $1.09K
|
5.09K
$521K
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-12- 0.15% |
$1.2K - $1.46K
|
7.87K
$805K
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-17- 0.22% |
$1.7K - $2.06K
|
7.71K
$789K
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-18- 0.51% |
$1.8K - $2.18K
|
3.5K
$358K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-20- 1.5% |
$2K - $2.43K
|
1.32K
$135K
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-22- 0.01% |
$2.2K - $2.67K
|
172K
$17.6M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-27- 1.22% |
$2.71K - $3.28K
|
2.18K
$223K
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-31- 9.23% |
$3.11K - $3.76K
|
305
$31.2K
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-34- 0.04% |
$3.41K - $4.13K
|
88.4K
$9.04M
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-36- 1.33% |
$3.61K - $4.37K
|
2.66K
$272K
|
|
Apr 14, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-36- 1.04% |
$3.61K - $4.37K
|
3.41K
$349K
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-44- 0.62% |
$4.41K - $5.34K
|
7.03K
$720K
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-80- 1.23% |
$8.02K - $9.71K
|
6.42K
$656K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-80- 0.54% |
$8.02K - $9.71K
|
14.7K
$1.5M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-85- 1.35% |
$8.52K - $10.3K
|
6.2K
$634K
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
SELL
|
- |
-87- 1.9% |
$8.72K - $10.6K
|
4.5K
$460K
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-87- 5.58% |
$8.72K - $10.6K
|
1.47K
$151K
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-89- 5.97% |
$8.92K - $10.8K
|
1.4K
$144K
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-90- 2.38% |
$9.02K - $10.9K
|
3.69K
$377K
|