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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Mqs Management LLC
|
BUY
|
- |
18.5KNew |
$465K - $544K
|
18.5K
$579K
|
|
|
Feb 10, 2023
Q4 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
20New |
$503 - $588
|
20
$627
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
73New |
$1.84K - $2.15K
|
73
$2.29K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-168- 18.42% |
$4.23K - $4.94K
|
744
$23.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
2New |
$50.3 - $58.8
|
2
$62.7
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-591- 5.92% |
$14.9K - $17.4K
|
9.4K
$295K
|
|
|
Jan 26, 2023
Q4 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-502- 0.68% |
$12.6K - $14.8K
|
73K
$2.29M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
600New |
$15.1K - $17.7K
|
600
$18.8K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
50.4K+ 296.36% |
$1.21M - $1.58M
|
67.4K
$2.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
35.5KNew |
$853K - $1.11M
|
35.5K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
SELL
|
- |
-24.3K- 3.71% |
$585K - $763K
|
632K
$19.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-9.21K- 31.84% |
$221K - $289K
|
19.7K
$618K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
132+ 0.78% |
$3.17K - $4.14K
|
17K
$531K
|
|
|
Nov 10, 2022
Q3 2022
|
Biechele Royce Advisors
|
SELL
|
- |
-6.52K- 4.52% |
$157K - $205K
|
138K
$4.32M
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.31K- 12.15% |
$31.3K - $40.9K
|
9.44K
$296K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
200New |
$4.8K - $6.27K
|
200
$6.27K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
40New |
$961 - $1.25K
|
40
$1.25K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
813New |
$19.5K - $25.5K
|
813
$25.5K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
300New |
$7.21K - $9.41K
|
300
$9.4K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
9+ 0.21% |
$216 - $282
|
4.35K
$136K
|
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
BUY
|
- |
465New |
$11.2K - $14.6K
|
465
$14.6K
|
|
| Q2 2022 | |||||||
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
7.89KNew |
$219K - $276K
|
7.89K
$247K
|
|
|
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
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-3.03KClosed |
$84K - $106K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-52Closed |
$1.44K - $1.82K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.64K- 6.13% |
$45.5K - $57.4K
|
25.1K
$787K
|
|
|
Aug 12, 2022
Q2 2022
|
Partners Group Holding Ag
Baar Zug, V8 |
SELL
|
- |
-3.05K- 19.57% |
$84.5K - $107K
|
12.5K
$392K
|
|
|
Aug 11, 2022
Q2 2022
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-17.3KClosed |
$479K - $605K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.17KNew |
$87.8K - $111K
|
3.17K
$99.2K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-326- 75.12% |
$9.04K - $11.4K
|
108
$3.38K
|
|
|
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
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-707Closed |
$19.6K - $24.8K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
1KNew |
$27.7K - $35K
|
1K
$31.3K
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
PUT |
200New |
$5.55K - $7K
|
200
$6.27K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
30.6KNew |
$849K - $1.07M
|
30.6K
$959K
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-6.39KClosed |
$177K - $224K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
89New |
$2.47K - $3.12K
|
89
$2.79K
|
|
|
Aug 01, 2022
Q2 2022
|
Profund Advisors LLC
|
SELL
|
- |
-7.61KClosed |
$211K - $266K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-46- 9.33% |
$1.28K - $1.61K
|
447
$14K
|
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-12.9KClosed |
$359K - $453K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-244- 44.44% |
$6.77K - $8.54K
|
305
$9.56K
|
|
|
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
$1.86M
|
|
|
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
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
55KNew |
$1.51M - $1.78M
|
55K
$1.72M
|
|
|
May 16, 2022
Q1 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
PUT |
-20KClosed |
$550K - $648K
|
0
$0
|
|