Latest Institutional Transactions on Progress Software Corp (PRGS)
This table provides information on the latest institutional transactions involving Progress Software Corp (PRGS) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
BUY
|
- |
3.45KNew |
$184K - $211K
|
3.45K
$178K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 22.22% |
$107 - $122
|
7
$361
|
|
| Q1 2023 | |||||||
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-904Closed |
$46.1K - $53.2K
|
0
$0
|
|
|
Jul 24, 2023
Q1 2023
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
4.22KNew |
$215K - $248K
|
4.22K
$217K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5- 5.95% |
$255 - $294
|
79
$4.07K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-4K- 3.69% |
$204K - $235K
|
104K
$5.38M
|
|
|
May 15, 2023
Q1 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
1.82K+ 19.11% |
$92.7K - $107K
|
11.3K
$584K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.68KNew |
$188K - $217K
|
3.68K
$190K
|
|
|
May 12, 2023
Q1 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
15KNew |
$764K - $883K
|
15K
$773K
|
|
|
May 12, 2023
Q1 2023
|
Paradigm Capital Management Inc
|
SELL
|
- |
-34.2K- 43.02% |
$1.74M - $2.01M
|
45.3K
$2.33M
|
|
|
May 12, 2023
Q1 2023
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
20.6KNew |
$1.05M - $1.21M
|
20.6K
$1.06M
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
589+ 12.52% |
$30K - $34.7K
|
5.3K
$273K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-7.52K- 53.08% |
$383K - $442K
|
6.64K
$342K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.38KNew |
$427K - $493K
|
8.38K
$432K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-23- 0.51% |
$1.17K - $1.35K
|
4.51K
$233K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
6+ 20.0% |
$306 - $353
|
36
$1.86K
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-5.16K- 34.62% |
$263K - $304K
|
9.74K
$502K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$51 - $58.9
|
1
$51.5
|
|
|
May 03, 2023
Q1 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-47.2K- 39.49% |
$2.41M - $2.78M
|
72.4K
$3.73M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.3% |
$51 - $58.9
|
337
$17.4K
|
|
|
May 03, 2023
Q1 2023
|
Mizuho Markets Cayman LP
|
BUY
|
- |
416KNew |
$21.2M - $24.5M
|
416K
$21.5M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
2+ 9.52% |
$102 - $118
|
23
$1.19K
|
|
|
Apr 20, 2023
Q1 2023
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-437- 17.87% |
$22.3K - $25.7K
|
2.01K
$104K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
10.6KNew |
$539K - $622K
|
10.6K
$545K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
40New |
$2.04K - $2.35K
|
40
$2.06K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-4- 44.44% |
$204 - $235
|
5
$258
|
|
| Q4 2022 | |||||||
|
Sep 08, 2023
Q4 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-9KClosed |
$392K - $486K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
260New |
$11.3K - $14K
|
260
$13.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Forbes J M & CO LLP
|
SELL
|
- |
-44K- 86.07% |
$1.91M - $2.38M
|
7.12K
$367K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.12MNew |
$48.7M - $60.4M
|
1.12M
$57.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
5.91KNew |
$257K - $319K
|
5.91K
$305K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
109New |
$4.74K - $5.89K
|
109
$5.62K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
67+ 1.0% |
$2.92K - $3.62K
|
6.75K
$348K
|
|
|
Feb 03, 2023
Q4 2022
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-580- 2.15% |
$25.2K - $31.3K
|
26.4K
$1.36M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
23New |
$1K - $1.24K
|
23
$1.19K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-12.7K- 10.12% |
$525K - $652K
|
113K
$5.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-74- 35.92% |
$3.06K - $3.8K
|
132
$6.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
13+ 13.54% |
$537 - $667
|
109
$5.62K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
29.2K+ 94.88% |
$1.21M - $1.5M
|
60K
$3.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Invenomic Capital Management LP
Boston, MA |
BUY
|
- |
58.6KNew |
$2.42M - $3.01M
|
58.6K
$3.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Oaktop Capital Management Ii, L.P.
Chatham, NJ |
SELL
|
- |
-104K- 16.97% |
$4.29M - $5.33M
|
509K
$26.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
5.6K+ 311.11% |
$231K - $287K
|
7.4K
$381K
|
|
|
Nov 04, 2022
Q3 2022
|
Empowered Funds, LLC
|
BUY
|
- |
1.72K+ 24.44% |
$71.2K - $88.4K
|
8.77K
$452K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-100- 30.4% |
$4.13K - $5.13K
|
229
$11.8K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
13New |
$537 - $667
|
13
$670
|
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
38New |
$1.57K - $1.95K
|
38
$1.96K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
336+ 5.93% |
$13.9K - $17.2K
|
6K
$309K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
151New |
$6.24K - $7.75K
|
151
$7.78K
|
|
|
Oct 21, 2022
Q3 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
10KNew |
$413K - $513K
|
10K
$515K
|
|
|
Oct 12, 2022
Q3 2022
|
Copeland Capital Management, LLC
|
SELL
|
- |
-271- 38.44% |
$11.2K - $13.9K
|
434
$22.4K
|
|