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 |
---|---|---|---|---|---|---|---|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
100New |
$3.08K - $3.13K
|
100
$3.13K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-54- 46.15% |
$1.66K - $1.69K
|
63
$1.97K
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
22.6KNew |
$695K - $705K
|
22.6K
$707K
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-500- 2.71% |
$15.4K - $15.6K
|
17.9K
$562K
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
10.4K+ 2.73% |
$320K - $325K
|
391K
$12.3M
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
26+ 0.58% |
$801 - $813
|
4.5K
$141K
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-5K- 3.65% |
$154K - $156K
|
132K
$4.13M
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-669- 2.9% |
$20.6K - $20.9K
|
22.4K
$702K
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
11K+ 38.88% |
$340K - $345K
|
39.4K
$1.23M
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-15.5K- 13.55% |
$478K - $485K
|
99K
$3.1M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.43K- 34.38% |
$44K - $44.7K
|
2.73K
$85.5K
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-101- 29.11% |
$3.11K - $3.16K
|
246
$7.71K
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
170KNew |
$5.24M - $5.32M
|
170K
$5.33M
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-976- 2.19% |
$30.1K - $30.5K
|
43.5K
$1.36M
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
42.3K+ 254.75% |
$1.3M - $1.32M
|
58.9K
$1.85M
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
13.2K+ 58.87% |
$407K - $412K
|
35.6K
$1.12M
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.98K- 13.37% |
$91.8K - $93.2K
|
19.3K
$605K
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-140- 35.0% |
$4.31K - $4.38K
|
260
$8.15K
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2.5KNew |
$77.1K - $78.2K
|
2.5K
$78.4K
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-394- 1.26% |
$12.1K - $12.3K
|
30.8K
$965K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
119+ 0.33% |
$3.67K - $3.72K
|
36.5K
$1.14M
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
54New |
$1.66K - $1.69K
|
54
$1.69K
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$462 - $469
|
15
$470
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-5.34K- 44.22% |
$164K - $167K
|
6.74K
$211K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.1KNew |
$311K - $315K
|
10.1K
$316K
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
14.2K+ 60.75% |
$438K - $444K
|
37.6K
$1.18M
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-21- 21.88% |
$647 - $656
|
75
$2.35K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
115+ 87.79% |
$3.54K - $3.59K
|
246
$7.71K
|
|
Apr 15, 2025
Q1 2025
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
465+ 1.43% |
$14.3K - $14.5K
|
33K
$1.03M
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
67+ 28.63% |
$2.06K - $2.09K
|
301
$9.43K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
83+ 9.29% |
$2.56K - $2.59K
|
976
$30.6K
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
101+ 20.91% |
$3.11K - $3.16K
|
584
$18.3K
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
2.33K+ 7.68% |
$71.6K - $72.7K
|
32.6K
$1.02M
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-43.2K- 96.8% |
$1.33M - $1.35M
|
1.43K
$44.8K
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
800New |
$24.6K - $25K
|
800
$25.1K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.8K+ 126766.67% |
$117K - $119K
|
3.81K
$119K
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-8- 36.36% |
$246 - $250
|
14
$439
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 12.5% |
$462 - $469
|
135
$4.23K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-21- 8.3% |
$647 - $656
|
232
$7.27K
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-171- 83.82% |
$5.27K - $5.34K
|
33
$1.03K
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
85+ 447.37% |
$2.62K - $2.66K
|
104
$3.26K
|
|
Q4 2024 | |||||||
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-35.5K- 32.94% |
$695K - $1.12M
|
72.3K
$2.27M
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
4.84K+ 22.4% |
$94.6K - $152K
|
26.4K
$828K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.75K+ 77.18% |
$34.2K - $54.9K
|
4.02K
$126K
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
24.5K+ 10.31% |
$480K - $770K
|
262K
$8.22M
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
500New |
$9.79K - $15.7K
|
500
$15.7K
|
|
Feb 18, 2025
Q4 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
58.3KNew |
$1.14M - $1.83M
|
58.3K
$1.83M
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
300New |
$5.87K - $9.42K
|
300
$9.4K
|
|
Feb 18, 2025
Q4 2024
|
Bck Capital Management LP
Stamford, CT |
BUY
|
- |
23KNew |
$450K - $722K
|
23K
$721K
|