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 |
---|---|---|---|---|---|---|---|
May 17, 2021
Q1 2021
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-10.8KClosed |
$316K - $372K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-11Closed |
$321 - $377
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-31.3KClosed |
$912K - $1.07M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-86Closed |
$2.51K - $2.95K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-46.4KClosed |
$1.35M - $1.59M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-58.1KClosed |
$1.69M - $1.99M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-215Closed |
$6.27K - $7.37K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-150KClosed |
$4.37M - $5.15M
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-58.3KClosed |
$1.7M - $2M
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-700Closed |
$20.4K - $24K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-400Closed |
$11.7K - $13.7K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-879Closed |
$25.6K - $30.1K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-7Closed |
$204 - $240
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-17Closed |
$495 - $583
|
0
$0
|
|
Q4 2020 | |||||||
Nov 09, 2023
Q4 2020
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-191Closed |
$4.61K - $6.32K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4.54KClosed |
$110K - $150K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-9.17KClosed |
$221K - $304K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-196KClosed |
$4.74M - $6.5M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-5Closed |
$121 - $166
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-13.4KClosed |
$324K - $444K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.79KClosed |
$67.2K - $92.2K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-15Closed |
$362 - $497
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Hancock Whitney Corp
|
SELL
|
- |
-60.4KClosed |
$1.46M - $2M
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
66New |
$1.59K - $2.18K
|
66
$1.46K
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
280New |
$6.76K - $9.27K
|
280
$6.2K
|
|
Feb 03, 2021
Q4 2020
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-37.1KClosed |
$895K - $1.23M
|
0
$0
|
|
Feb 01, 2021
Q4 2020
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-38KClosed |
$916K - $1.26M
|
0
$0
|
|
Jan 27, 2021
Q4 2020
|
High Mark Wealth Management LLC
|
SELL
|
- |
-8Closed |
$193 - $265
|
0
$0
|
|
Jan 19, 2021
Q4 2020
|
Unison Advisors LLC
|
SELL
|
- |
-14.7KClosed |
$356K - $488K
|
0
$0
|
|
Q3 2020 | |||||||
Aug 30, 2024
Q3 2020
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
200+ 57.14% |
$4.4K - $5.89K
|
550
$12.2K
|
|
Nov 16, 2020
Q3 2020
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
80New |
$1.76K - $2.36K
|
80
$1.77K
|
|
Nov 16, 2020
Q3 2020
|
Penn Capital Management Company, LLC
Philadelphia, PA |
SELL
|
- |
-222KClosed |
$4.88M - $6.53M
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Evoke Wealth, LLC
|
SELL
|
- |
-56Closed |
$1.23K - $1.65K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8KClosed |
$176K - $236K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Cove Street Capital, LLC
El Segundo, CA |
SELL
|
- |
-554KClosed |
$12.2M - $16.3M
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Sectoral Asset Management Inc
Montreal, A8 |
SELL
|
- |
-13KClosed |
$286K - $383K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-16.3KClosed |
$358K - $479K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-4.83KClosed |
$106K - $142K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-16.3KClosed |
$359K - $480K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1KClosed |
$22K - $29.5K
|
0
$0
|
|
Nov 03, 2020
Q3 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.08KClosed |
$23.7K - $31.8K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-173Closed |
$3.81K - $5.09K
|
0
$0
|
|
Oct 29, 2020
Q3 2020
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-35.1KClosed |
$773K - $1.03M
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-8.39KClosed |
$185K - $247K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-11.7KClosed |
$258K - $345K
|
0
$0
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-128Closed |
$2.82K - $3.77K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-30- 18.29% |
$393 - $684
|
134
$2.97K
|
|
Aug 24, 2020
Q2 2020
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-158KClosed |
$2.07M - $3.6M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-35.9KClosed |
$470K - $819K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
CALL |
-330K- 76.74% |
$4.32M - $7.52M
|
100K
$2.22M
|