Latest Institutional Transactions on Proterra Inc (PTRA)
This table provides information on the latest institutional transactions involving Proterra Inc (PTRA) 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.59K+ 13.03% |
$4.2K - $20.2K
|
31.1K
$2.18K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
378New |
$442 - $2.12K
|
378
$26.5
|
|
|
May 03, 2023
Q1 2023
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-4.61K- 1.56% |
$5.4K - $25.9K
|
292K
$20.4K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
545+ 15.28% |
$638 - $3.06K
|
4.11K
$288
|
|
|
Apr 28, 2023
Q1 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-3.06K- 21.41% |
$3.57K - $17.2K
|
11.2K
$785
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
1.46K+ 2.87% |
$1.7K - $8.19K
|
52.3K
$3.66K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
250+ 100.0% |
$293 - $1.41K
|
500
$35
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-34- 87.18% |
$39.8 - $191
|
5
$0.35
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
1.43K+ 1.51% |
$1.68K - $8.05K
|
96K
$6.72K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6.01K+ 54.25% |
$7.03K - $33.7K
|
17.1K
$1.2K
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.12K- 0.78% |
$2.49K - $11.9K
|
270K
$18.9K
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
12.2KNew |
$14.3K - $68.6K
|
12.2K
$854
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
500+ 250.0% |
$585 - $2.81K
|
700
$49
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-50- 90.91% |
$58.5 - $281
|
5
$0.35
|
|
| Q4 2022 | |||||||
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
748KNew |
$2.69M - $5.46M
|
748K
$52.4K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
200+ 20.0% |
$718 - $1.46K
|
1.2K
$84
|
|
|
Feb 14, 2023
Q4 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
260KNew |
$932K - $1.9M
|
260K
$18.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
200New |
$718 - $1.46K
|
200
$14
|
|
|
Feb 14, 2023
Q4 2022
|
Clear Sky Advisers, LLC
Houston, TX |
BUY
|
- |
382K+ 103.8% |
$1.37M - $2.79M
|
750K
$52.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
136K+ 83.34% |
$488K - $992K
|
299K
$20.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
792KNew |
$2.84M - $5.78M
|
792K
$55.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-30.9K- 68.55% |
$111K - $225K
|
14.2K
$992
|
|
|
Feb 14, 2023
Q4 2022
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
13.5KNew |
$48.5K - $98.6K
|
13.5K
$945
|
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
29.3KNew |
$105K - $214K
|
29.3K
$2.05K
|
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-45.1K- 38.03% |
$162K - $329K
|
73.5K
$5.15K
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-17.3K- 7.78% |
$62.2K - $127K
|
205K
$14.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
6New |
$21.5 - $43.8
|
6
$0.42
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
109New |
$391 - $796
|
109
$7.63
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-189- 1.85% |
$679 - $1.38K
|
10K
$700
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
20.2KNew |
$72.5K - $147K
|
20.2K
$1.41K
|
|
|
Feb 09, 2023
Q4 2022
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
257K+ 5.48% |
$922K - $1.87M
|
4.95M
$346K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-10.1K- 97.95% |
$36.3K - $73.8K
|
211
$14.8
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
700+ 233.33% |
$2.51K - $5.11K
|
1K
$70
|
|
|
Feb 07, 2023
Q4 2022
|
Handelsbanken Fonder Ab
|
BUY
|
- |
64.2KNew |
$230K - $469K
|
64.2K
$4.49K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
283New |
$1.02K - $2.07K
|
283
$19.8
|
|
|
Feb 01, 2023
Q4 2022
|
Canal Insurance CO
|
SELL
|
- |
-100K- 62.5% |
$359K - $730K
|
60K
$4.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
90KNew |
$323K - $657K
|
90K
$6.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
3.96KNew |
$14.2K - $28.9K
|
3.96K
$277
|
|
|
Jan 24, 2023
Q4 2022
|
Baillie Gifford & CO
|
BUY
|
- |
305+ 2.52% |
$1.09K - $2.23K
|
12.4K
$868
|
|
|
Jan 23, 2023
Q4 2022
|
Xponance, Inc.
|
BUY
|
- |
326+ 2.62% |
$1.17K - $2.38K
|
12.8K
$893
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-56Closed |
$201 - $409
|
0
$0
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
2.16K+ 21.12% |
$9.74K - $15.1K
|
12.4K
$869
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.54KNew |
$15.9K - $24.7K
|
3.54K
$248
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.33KNew |
$5.96K - $9.24K
|
1.33K
$92.8
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
76KNew |
$342K - $530K
|
76K
$5.32K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2K- 46.51% |
$9K - $13.9K
|
2.3K
$161
|
|
|
Nov 14, 2022
Q3 2022
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
9.83K+ 6.08% |
$44.2K - $68.5K
|
172K
$12K
|
|
|
Nov 14, 2022
Q3 2022
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-3.03K- 13.13% |
$13.6K - $21.1K
|
20K
$1.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.3KNew |
$46.2K - $71.6K
|
10.3K
$719
|
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
11.7K+ 66.86% |
$52.6K - $81.4K
|
29.2K
$2.04K
|
|