Purchases and Sales Made in Q4 2023 in Patterson Uti Energy Inc (PTEN)
This table provides information about the institutional ownership of Patterson Uti Energy Inc (PTEN) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
413+ 15.16% |
$4.43K - $5.77K
|
3.14K
$17.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
410+ 49.28% |
$4.4K - $5.72K
|
1.24K
$6.96K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
375New |
$4.02K - $5.24K
|
375
$2.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
327+ 1090.0% |
$3.51K - $4.56K
|
357
$2K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
304+ 97.12% |
$3.26K - $4.24K
|
617
$3.46K
|
|
|
Jan 11, 2024
Q4 2023
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
203+ 22.56% |
$2.18K - $2.83K
|
1.1K
$6.18K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
198+ 33.62% |
$2.12K - $2.76K
|
787
$4.41K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
187+ 34.76% |
$2.01K - $2.61K
|
725
$4.06K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
172+ 0.49% |
$1.85K - $2.4K
|
35.2K
$197K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
167+ 13.37% |
$1.79K - $2.33K
|
1.42K
$7.93K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
165New |
$1.77K - $2.3K
|
165
$924
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
153New |
$1.64K - $2.14K
|
153
$857
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
145+ 0.09% |
$1.56K - $2.02K
|
159K
$891K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
141New |
$1.51K - $1.97K
|
141
$790
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
140+ 0.63% |
$1.5K - $1.95K
|
22.2K
$124K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
128New |
$1.37K - $1.79K
|
128
$717
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
103New |
$1.11K - $1.44K
|
103
$577
|
|
|
Feb 12, 2024
Q4 2023
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
88+ 38.1% |
$944 - $1.23K
|
319
$1.79K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
85New |
$912 - $1.19K
|
85
$476
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
71+ 3.44% |
$762 - $991
|
2.13K
$11.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
62+ 0.11% |
$665 - $866
|
56.2K
$315K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
59+ 0.1% |
$633 - $824
|
60.4K
$338K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
50New |
$537 - $698
|
50
$280
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
44+ 10.53% |
$472 - $614
|
462
$2.59K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
39New |
$418 - $544
|
39
$218
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
30New |
$322 - $419
|
30
$168
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
26+ 0.02% |
$279 - $363
|
157K
$880K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
24+ 48.98% |
$258 - $335
|
73
$409
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
19New |
$204 - $265
|
19
$106
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
18+ 1800.0% |
$193 - $251
|
19
$106
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
17+ 0.08% |
$182 - $237
|
21.4K
$120K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 34.38% |
$118 - $154
|
43
$241
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 20.0% |
$53.7 - $69.8
|
30
$168
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
3New |
$32.2 - $41.9
|
3
$16.8
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.74% |
$10.7 - $14
|
137
$767
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1- -0.0% |
$10.7 - $14
|
186K
$1.04M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-7- 12.73% |
$75.1 - $97.7
|
48
$269
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-14- 11.57% |
$150 - $195
|
107
$599
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-17- 37.78% |
$182 - $237
|
28
$157
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-23- 0.05% |
$247 - $321
|
41.8K
$234K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-34- 1.27% |
$365 - $475
|
2.63K
$14.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-51- 2.19% |
$547 - $712
|
2.28K
$12.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-96- 6.04% |
$1.03K - $1.34K
|
1.49K
$8.37K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-105- 3.5% |
$1.13K - $1.47K
|
2.9K
$16.2K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-160- 0.49% |
$1.72K - $2.23K
|
32.3K
$181K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-267- 0.44% |
$2.86K - $3.73K
|
59.9K
$335K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-325- 41.94% |
$3.49K - $4.54K
|
450
$2.52K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-410- 1.86% |
$4.4K - $5.72K
|
21.7K
$121K
|
|
|
Jul 24, 2025
Q4 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-472- 1.99% |
$5.06K - $6.59K
|
23.2K
$130K
|