Latest Institutional Purchases of Potlatchdeltic Corp (PCH)
This list provides information on the latest institutional transactions involving Potlatchdeltic Corp (PCH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
44New |
$1.92K - $2.18K
|
44
$1.78K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
16New |
$699 - $794
|
16
$649
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3New |
$131 - $149
|
3
$122
|
|
| Q4 2023 | |||||||
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
13.7KNew |
$573K - $677K
|
13.7K
$554K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.27KNew |
$179K - $211K
|
4.27K
$173K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
4.13KNew |
$173K - $204K
|
4.13K
$167K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.21K+ 12.6% |
$92.5K - $109K
|
19.7K
$799K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.03KNew |
$85.1K - $100K
|
2.03K
$82.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1.23KNew |
$51.4K - $60.7K
|
1.23K
$49.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
518New |
$21.7K - $25.7K
|
518
$21K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
375New |
$15.7K - $18.6K
|
375
$15.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
95+ 65.52% |
$3.98K - $4.71K
|
240
$9.73K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
82New |
$3.44K - $4.06K
|
82
$3.33K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
58New |
$2.43K - $2.87K
|
58
$2.35K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
52New |
$2.18K - $2.58K
|
52
$2.11K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
49New |
$2.06K - $2.43K
|
49
$1.99K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
26New |
$1.09K - $1.29K
|
26
$1.05K
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
6New |
$252 - $297
|
6
$243
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
37.8KNew |
$1.7M - $2.04M
|
37.8K
$1.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.9KNew |
$580K - $699K
|
12.9K
$524K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.17K+ 2.92% |
$322K - $388K
|
252K
$10.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
6.4KNew |
$287K - $346K
|
6.4K
$259K
|
|
|
Oct 26, 2023
Q3 2023
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
6.3KNew |
$283K - $341K
|
6.3K
$256K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4.48KNew |
$201K - $242K
|
4.48K
$182K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
222New |
$9.97K - $12K
|
222
$9K
|
|
|
Nov 09, 2023
Q3 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
174New |
$7.82K - $9.42K
|
174
$7.06K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
100New |
$4.49K - $5.41K
|
100
$4.06K
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
98+ 2.13% |
$4.4K - $5.3K
|
4.71K
$191K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
49New |
$2.2K - $2.65K
|
49
$1.99K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
14New |
$629 - $758
|
14
$568
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
32.2KNew |
$1.44M - $1.72M
|
32.2K
$1.31M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
4.69KNew |
$210K - $250K
|
4.69K
$190K
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
2.35K+ 34.18% |
$105K - $125K
|
9.21K
$373K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.16K+ 11.13% |
$51.9K - $61.9K
|
11.6K
$470K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
562New |
$25.1K - $30K
|
562
$22.8K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Inclusive Capital Partners, L.P.
San Francisco, CA |
BUY
|
- |
778K+ 32.83% |
$33.6M - $38.7M
|
3.15M
$128M
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
BUY
|
- |
62.5KNew |
$2.7M - $3.11M
|
62.5K
$2.53M
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
16.1KNew |
$695K - $801K
|
16.1K
$652K
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
10.6KNew |
$458K - $528K
|
10.6K
$430K
|
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
5.55KNew |
$240K - $277K
|
5.55K
$225K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
4.13KNew |
$179K - $206K
|
4.13K
$168K
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
1.05K+ 4.22% |
$45.2K - $52.2K
|
25.8K
$1.05M
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
800New |
$34.6K - $39.9K
|
800
$32.4K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
750+ 490.2% |
$32.4K - $37.4K
|
903
$36.6K
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
585+ 3.98% |
$25.3K - $29.2K
|
15.3K
$620K
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
508+ 6.68% |
$22K - $25.3K
|
8.11K
$329K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
407New |
$17.6K - $20.3K
|
407
$16.5K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
384+ 7.81% |
$16.6K - $19.1K
|
5.3K
$215K
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
213+ 3.85% |
$9.2K - $10.6K
|
5.75K
$233K
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
200New |
$8.64K - $9.97K
|
200
$8.11K
|
|