Purchases and Sales Made in Q2 2025 in Patterson Uti Energy Inc (PTEN)
This table provides information about the institutional ownership of Patterson Uti Energy Inc (PTEN) during Q2 2025. The information is specifically focused on institutions that hold shares of PATTERSON UTI ENERGY INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
216+ 337.5% |
$1.18K - $1.85K
|
280
$1.57K
|
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
174+ 1.13% |
$950 - $1.49K
|
15.6K
$87.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
146+ 4.39% |
$797 - $1.25K
|
3.47K
$19.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
123+ 0.9% |
$672 - $1.05K
|
13.8K
$77.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
100New |
$546 - $856
|
100
$560
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
99+ 40.41% |
$541 - $847
|
344
$1.93K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
81New |
$442 - $693
|
81
$454
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
70New |
$382 - $599
|
70
$392
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
28+ 1.08% |
$153 - $240
|
2.63K
$14.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
22New |
$120 - $188
|
22
$123
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
19+ 1.25% |
$104 - $163
|
1.53K
$8.59K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
19New |
$104 - $163
|
19
$106
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-9- 0.11% |
$49.1 - $77
|
8.48K
$47.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-34- 73.91% |
$186 - $291
|
12
$67.2
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-36- 2.6% |
$197 - $308
|
1.35K
$7.54K
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-55- 0.05% |
$300 - $471
|
101K
$567K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-93- 70.45% |
$508 - $796
|
39
$218
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-230- 12.96% |
$1.26K - $1.97K
|
1.55K
$8.65K
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
- |
-302- 50.33% |
$1.65K - $2.59K
|
298
$1.67K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-306- 53.13% |
$1.67K - $2.62K
|
270
$1.51K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-309- 87.54% |
$1.69K - $2.65K
|
44
$246
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-315- 20.1% |
$1.72K - $2.7K
|
1.25K
$7.01K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-335- 5.15% |
$1.83K - $2.87K
|
6.17K
$34.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-379- 26.9% |
$2.07K - $3.24K
|
1.03K
$5.77K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-415- 63.07% |
$2.27K - $3.55K
|
243
$1.36K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-420- 3.15% |
$2.29K - $3.6K
|
12.9K
$72.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-500- 0.62% |
$2.73K - $4.28K
|
80K
$448K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-566- 0.19% |
$3.09K - $4.84K
|
297K
$1.66M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-600- 0.81% |
$3.28K - $5.14K
|
73.6K
$412K
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
SELL
|
- |
-618- 0.74% |
$3.37K - $5.29K
|
83.1K
$465K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-666- 47.81% |
$3.64K - $5.7K
|
727
$4.07K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-734- 89.29% |
$4.01K - $6.28K
|
88
$493
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-759- 1.06% |
$4.14K - $6.5K
|
70.8K
$396K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-842- 25.58% |
$4.6K - $7.21K
|
2.45K
$13.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-851- 11.87% |
$4.65K - $7.28K
|
6.32K
$35.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.01K- 7.18% |
$5.53K - $8.67K
|
13.1K
$73.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.09K- 13.6% |
$5.93K - $9.3K
|
6.9K
$38.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Connable Office Inc
|
SELL
|
- |
-1.24K- 5.2% |
$6.79K - $10.6K
|
22.7K
$127K
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-1.25K- 7.19% |
$6.8K - $10.7K
|
16.1K
$90K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.5K- 0.91% |
$8.19K - $12.8K
|
164K
$919K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.57K- 1.24% |
$8.55K - $13.4K
|
125K
$700K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.78K- 97.64% |
$9.71K - $15.2K
|
43
$241
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.91K- 11.97% |
$10.4K - $16.4K
|
14.1K
$78.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.11K- 13.02% |
$11.5K - $18K
|
14.1K
$78.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
SELL
|
- |
-2.27K- 7.61% |
$12.4K - $19.4K
|
27.6K
$154K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.36K- 5.79% |
$12.9K - $20.2K
|
38.4K
$215K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-2.56K- 15.39% |
$14K - $21.9K
|
14.1K
$78.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-3.25K- 9.87% |
$17.8K - $27.8K
|
29.7K
$166K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-3.29K- 8.35% |
$18K - $28.2K
|
36.1K
$202K
|