Purchases and Sales Made in Q1 2025 in Patrick Industries Inc (PATK)
This table provides information about the institutional ownership of Patrick Industries Inc (PATK) during Q1 2025. The information is specifically focused on institutions that hold shares of PATRICK INDUSTRIES INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
505+ 16.47% |
$41.5K - $49.4K
|
3.57K
$325K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
480+ 432.43% |
$39.4K - $47K
|
591
$53.8K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
337+ 13.45% |
$27.7K - $33K
|
2.84K
$259K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
218New |
$17.9K - $21.3K
|
218
$19.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
218New |
$17.9K - $21.3K
|
218
$19.9K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
202+ 17.5% |
$16.6K - $19.8K
|
1.36K
$124K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
200+ 4.59% |
$16.4K - $19.6K
|
4.56K
$416K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
194+ 7.73% |
$15.9K - $19K
|
2.7K
$246K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
161New |
$13.2K - $15.8K
|
161
$14.7K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
161+ 0.08% |
$13.2K - $15.8K
|
205K
$18.6M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
160+ 26.98% |
$13.1K - $15.7K
|
753
$68.6K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
146New |
$12K - $14.3K
|
146
$13.3K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
125+ 0.8% |
$10.3K - $12.2K
|
15.7K
$1.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
124+ 4.04% |
$10.2K - $12.1K
|
3.19K
$291K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
114New |
$9.36K - $11.2K
|
114
$10.4K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
111New |
$9.12K - $10.9K
|
111
$10.1K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
98+ 1.47% |
$8.05K - $9.6K
|
6.78K
$617K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
94+ 2.61% |
$7.72K - $9.2K
|
3.7K
$337K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
89New |
$7.31K - $8.71K
|
89
$8.11K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
84+ 3.63% |
$6.9K - $8.23K
|
2.4K
$218K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
81+ 62.79% |
$6.65K - $7.93K
|
210
$19.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
63+ 56.25% |
$5.17K - $6.17K
|
175
$15.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
62+ 0.35% |
$5.09K - $6.07K
|
17.9K
$1.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
60New |
$4.93K - $5.88K
|
60
$5.47K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
59New |
$4.85K - $5.78K
|
59
$5.38K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
50+ 1.53% |
$4.11K - $4.9K
|
3.31K
$301K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
48+ 1200.0% |
$3.94K - $4.7K
|
52
$4.74K
|
|
|
May 15, 2025
Q1 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
44+ 1.61% |
$3.61K - $4.31K
|
2.78K
$253K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
43+ 716.67% |
$3.53K - $4.21K
|
49
$4.46K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
39+ 111.43% |
$3.2K - $3.82K
|
74
$6.74K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
35+ 4.57% |
$2.87K - $3.43K
|
801
$73K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
32+ 0.38% |
$2.63K - $3.13K
|
8.53K
$777K
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
30+ 3.66% |
$2.46K - $2.94K
|
849
$77.4K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
29New |
$2.38K - $2.84K
|
29
$2.64K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
28New |
$2.3K - $2.74K
|
28
$2.55K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
24+ 104.35% |
$1.97K - $2.35K
|
47
$4.28K
|
|
|
May 14, 2025
Q1 2025
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
19+ 0.29% |
$1.56K - $1.86K
|
6.63K
$604K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
17+ 29.82% |
$1.4K - $1.66K
|
74
$6.74K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
15New |
$1.23K - $1.47K
|
15
$1.37K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
13+ 86.67% |
$1.07K - $1.27K
|
28
$2.55K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
12+ 11.11% |
$986 - $1.18K
|
120
$10.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
11+ 12.22% |
$903 - $1.08K
|
101
$9.2K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
11+ 84.62% |
$903 - $1.08K
|
24
$2.19K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11+ 7.91% |
$903 - $1.08K
|
150
$13.7K
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
10New |
$821 - $979
|
10
$911
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10New |
$821 - $979
|
10
$911
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
8+ 11.94% |
$657 - $783
|
75
$6.83K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 3.06% |
$575 - $685
|
236
$21.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6+ 600.0% |
$493 - $588
|
7
$638
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 100.0% |
$329 - $392
|
8
$729
|