Latest Institutional Transactions on Patterson Companies, Inc. (PDCO)
This table provides information on the latest institutional transactions involving Patterson Companies, Inc. (PDCO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
15.9KNew |
$415K - $530K
|
15.9K
$492K
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-515- 35.06% |
$13.4K - $17.1K
|
954
$29.5K
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-20.5K- 54.91% |
$533K - $682K
|
16.8K
$520K
|
|
Aug 14, 2023
Q2 2023
|
Sio Capital Management, LLC
New York, NY |
BUY
|
- |
245KNew |
$6.37M - $8.15M
|
245K
$7.57M
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
7.73KNew |
$201K - $257K
|
7.73K
$239K
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
4.57KNew |
$119K - $152K
|
4.57K
$141K
|
|
Aug 11, 2023
Q2 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-2.02K- 14.43% |
$52.5K - $67.2K
|
12K
$370K
|
|
Aug 11, 2023
Q2 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
22.8KNew |
$594K - $759K
|
22.8K
$705K
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
3New |
$78.1 - $99.8
|
3
$92.6
|
|
Aug 08, 2023
Q2 2023
|
Leuthold Group, LLC
|
BUY
|
- |
79.5KNew |
$2.07M - $2.64M
|
79.5K
$2.45M
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
11New |
$286 - $366
|
11
$340
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-1K- 28.57% |
$26K - $33.3K
|
2.5K
$77.2K
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
132KNew |
$3.45M - $4.41M
|
132K
$4.09M
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.3K- 10.77% |
$33.9K - $43.3K
|
10.8K
$333K
|
|
Jul 31, 2023
Q2 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-2K- 18.31% |
$52K - $66.5K
|
8.92K
$276K
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.17KNew |
$161K - $205K
|
6.17K
$191K
|
|
Jul 27, 2023
Q2 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
7.18KNew |
$187K - $239K
|
7.18K
$222K
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
6.05KNew |
$157K - $201K
|
6.05K
$187K
|
|
Jul 26, 2023
Q2 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-960- 43.15% |
$25K - $31.9K
|
1.27K
$39.1K
|
|
Jul 25, 2023
Q2 2023
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-376K- 63.29% |
$9.78M - $12.5M
|
218K
$6.73M
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-520- 6.23% |
$13.5K - $17.3K
|
7.82K
$242K
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
6.07KNew |
$158K - $202K
|
6.07K
$187K
|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-436- 10.66% |
$11.3K - $14.5K
|
3.65K
$113K
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-17.2K- 52.69% |
$446K - $570K
|
15.4K
$476K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 11.11% |
$52 - $66.5
|
16
$494
|
|
Q1 2023 | |||||||
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-6Closed |
$152 - $186
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-5.77K- 19.79% |
$146K - $179K
|
23.4K
$722K
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
SELL
|
- |
-25.5K- 56.18% |
$647K - $791K
|
19.9K
$614K
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
600New |
$15.2K - $18.6K
|
600
$18.5K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
250+ 294.12% |
$6.34K - $7.76K
|
335
$10.3K
|
|
May 12, 2023
Q1 2023
|
Candriam S.C.A.
|
SELL
|
- |
-13.7K- 44.05% |
$348K - $426K
|
17.4K
$539K
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-334K- 96.23% |
$8.47M - $10.4M
|
13.1K
$405K
|
|
May 10, 2023
Q1 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
7.99KNew |
$203K - $248K
|
7.99K
$247K
|
|
May 09, 2023
Q1 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-3.24K- 28.62% |
$82.2K - $101K
|
8.08K
$249K
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-931Closed |
$23.6K - $28.9K
|
0
$0
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
403+ 2238.89% |
$10.2K - $12.5K
|
421
$13K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
16+ 64.0% |
$406 - $496
|
41
$1.27K
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
9.91KNew |
$251K - $308K
|
9.91K
$306K
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
500New |
$12.7K - $15.5K
|
500
$15.4K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-697- 90.99% |
$17.7K - $21.6K
|
69
$2.13K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100New |
$2.54K - $3.1K
|
100
$3.09K
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
338+ 1.51% |
$8.57K - $10.5K
|
22.7K
$701K
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-7.21K- 93.34% |
$183K - $224K
|
514
$15.9K
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
67New |
$1.7K - $2.08K
|
67
$2.07K
|
|
Q4 2022 | |||||||
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-29- 29.0% |
$730 - $853
|
71
$2.19K
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
10.2KNew |
$256K - $299K
|
10.2K
$314K
|
|
Feb 14, 2023
Q4 2022
|
First Light Asset Management, LLC
Edina, MN |
BUY
|
- |
9.26KNew |
$233K - $273K
|
9.26K
$286K
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
SELL
|
- |
-22- 0.04% |
$554 - $647
|
58.5K
$1.81M
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
10.1KNew |
$254K - $297K
|
10.1K
$311K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.43MNew |
$36M - $42.1M
|
1.43M
$44.2M
|