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 |
---|---|---|---|---|---|---|---|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
200New |
$4.8K - $6.27K
|
200
$4.43K
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
40New |
$961 - $1.25K
|
40
$886
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
813New |
$19.5K - $25.5K
|
813
$18K
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
300New |
$7.21K - $9.41K
|
300
$6.65K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
9+ 0.21% |
$216 - $282
|
4.35K
$96.5K
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
BUY
|
- |
465New |
$11.2K - $14.6K
|
465
$10.3K
|
|
Q2 2022 | |||||||
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
7.89KNew |
$219K - $276K
|
7.89K
$175K
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-36Closed |
$999 - $1.26K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Tamarack Advisers, LP
Carlsbad, CA |
SELL
|
- |
-50KClosed |
$1.39M - $1.75M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-52Closed |
$1.44K - $1.82K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$27.7 - $35
|
1
$22.2
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.64K- 6.13% |
$45.5K - $57.4K
|
25.1K
$557K
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-3.03KClosed |
$84K - $106K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Partners Group Holding Ag
Baar Zug, V8 |
SELL
|
- |
-3.05K- 19.57% |
$84.5K - $107K
|
12.5K
$277K
|
|
Aug 11, 2022
Q2 2022
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-17.3KClosed |
$479K - $605K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
3.25K+ 46.64% |
$90.3K - $114K
|
10.2K
$227K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.17KNew |
$87.8K - $111K
|
3.17K
$70.2K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-326- 75.12% |
$9.04K - $11.4K
|
108
$2.39K
|
|
Aug 05, 2022
Q2 2022
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-100Closed |
$2.77K - $3.5K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Sector Gamma As
|
SELL
|
- |
-130KClosed |
$3.6M - $4.54M
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
1KNew |
$27.7K - $35K
|
1K
$22.2K
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-707Closed |
$19.6K - $24.8K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
PUT |
200New |
$5.55K - $7K
|
200
$4.43K
|
|
Aug 04, 2022
Q2 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
30.6KNew |
$849K - $1.07M
|
30.6K
$678K
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-6.39KClosed |
$177K - $224K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-2Closed |
$55.5 - $70
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Profund Advisors LLC
|
SELL
|
- |
-7.61KClosed |
$211K - $266K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
89New |
$2.47K - $3.12K
|
89
$1.97K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-46- 9.33% |
$1.28K - $1.61K
|
447
$9.91K
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-12.9KClosed |
$359K - $453K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5- 2.91% |
$139 - $175
|
167
$3.7K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-244- 44.44% |
$6.77K - $8.54K
|
305
$6.76K
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
SELL
|
- |
-1Closed |
$27.7 - $35
|
0
$0
|
|
Q1 2022 | |||||||
Sep 20, 2022
Q1 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
59.2KNew |
$1.63M - $1.92M
|
59.2K
$1.31M
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-800Closed |
$22K - $25.9K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-165Closed |
$4.54K - $5.34K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Continental Advisors LLC
Chicago, IL |
SELL
|
- |
-37.5KClosed |
$1.03M - $1.21M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
55KNew |
$1.51M - $1.78M
|
55K
$1.22M
|
|
May 16, 2022
Q1 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
PUT |
-20KClosed |
$550K - $648K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Lodge Hill Capital, LLC
New York, NY |
SELL
|
- |
-405KClosed |
$11.1M - $13.1M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Teton Advisors, Inc.
Rye, NY |
SELL
|
- |
-35.4KClosed |
$974K - $1.15M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.3KNew |
$35.8K - $42.1K
|
1.3K
$28.8K
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-15.7KClosed |
$432K - $508K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.08K- 6.31% |
$29.6K - $34.8K
|
16K
$354K
|
|
May 12, 2022
Q1 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-13.8KClosed |
$379K - $447K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
1.32K+ 4.75% |
$36.3K - $42.8K
|
29.1K
$645K
|
|
May 03, 2022
Q1 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
585+ 3.08% |
$16.1K - $18.9K
|
19.6K
$434K
|
|
Apr 29, 2022
Q1 2022
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-8.1KClosed |
$223K - $262K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-118Closed |
$3.25K - $3.82K
|
0
$0
|