Purchases and Sales Made in Q4 2023 in Powerschool Holdings, Inc. (PWSC)
This table provides information about the institutional ownership of Powerschool Holdings, Inc. (PWSC) during Q4 2023. The information is specifically focused on institutions that hold shares of POWERSCHOOL HOLDINGS, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
55New |
$1.06K - $1.34K
|
55
$1.26K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
47+ 7.14% |
$903 - $1.15K
|
705
$16.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
36+ 116.13% |
$692 - $879
|
67
$1.53K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15+ 15.0% |
$288 - $366
|
115
$2.63K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
10+ 2.99% |
$192 - $244
|
344
$7.86K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
6New |
$115 - $147
|
6
$137
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 66.67% |
$38.4 - $48.8
|
5
$114
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 16.67% |
$19.2 - $24.4
|
5
$114
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.35% |
$19.2 - $24.4
|
283
$6.47K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-15- 33.33% |
$288 - $366
|
30
$686
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-52- 0.23% |
$999 - $1.27K
|
22.3K
$509K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-104- 0.63% |
$2K - $2.54K
|
16.3K
$373K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-104- 0.63% |
$2K - $2.54K
|
16.3K
$373K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-112- 0.4% |
$2.15K - $2.74K
|
27.9K
$637K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-205- 1.45% |
$3.94K - $5.01K
|
13.9K
$318K
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-206- 0.71% |
$3.96K - $5.03K
|
28.9K
$661K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-239- 1.47% |
$4.59K - $5.84K
|
16K
$366K
|
|
|
Feb 07, 2024
Q4 2023
|
Norwood Investment Partners, LP
|
SELL
|
- |
-475- 0.12% |
$9.13K - $11.6K
|
403K
$9.2M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-511- 2.85% |
$9.82K - $12.5K
|
17.4K
$398K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-569- 6.67% |
$10.9K - $13.9K
|
7.96K
$182K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-863- 9.03% |
$16.6K - $21.1K
|
8.69K
$199K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-1.39K- 12.12% |
$26.6K - $33.8K
|
10K
$230K
|
|
|
Oct 07, 2024
Q4 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-1.9K- 5.45% |
$36.4K - $46.3K
|
32.9K
$751K
|
|
|
Feb 12, 2024
Q4 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-1.9K- 5.45% |
$36.4K - $46.3K
|
32.9K
$751K
|
|
|
Feb 08, 2024
Q4 2023
|
Triodos Investment Management Bv
|
SELL
|
- |
-2.25K- 3.6% |
$43.2K - $54.9K
|
60.3K
$1.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2.53K- 4.87% |
$48.6K - $61.8K
|
49.4K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-2.6K- 4.14% |
$49.9K - $63.4K
|
60.2K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.78K- 90.54% |
$53.4K - $67.8K
|
290
$6.63K
|
|
|
Feb 08, 2024
Q4 2023
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-2.92K- 1.34% |
$56.1K - $71.3K
|
215K
$4.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Potomac Capital Management, Inc.
|
SELL
|
- |
-3.1K- 16.32% |
$59.6K - $75.7K
|
15.9K
$363K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-4.2K- 14.88% |
$80.7K - $103K
|
24K
$549K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-4.99K- 6.98% |
$95.9K - $122K
|
66.6K
$1.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-5.87K- 5.6% |
$113K - $143K
|
99.1K
$2.26M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-6.25K- 6.55% |
$120K - $153K
|
89.2K
$2.04M
|
|
|
Jan 17, 2024
Q4 2023
|
Artemis Investment Management LLP
|
SELL
|
- |
-6.77K- 16.06% |
$130K - $165K
|
35.4K
$808K
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
SELL
|
- |
-7.5K- 5.63% |
$144K - $183K
|
126K
$2.87M
|
|
|
Jan 19, 2024
Q4 2023
|
Ami Asset Management Corp
|
SELL
|
- |
-8.72K- 3.74% |
$168K - $213K
|
225K
$5.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.77K- 0.64% |
$169K - $214K
|
1.37M
$31.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.72K- 41.89% |
$187K - $237K
|
13.5K
$308K
|
|
|
Feb 01, 2024
Q4 2023
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-9.9K- 16.53% |
$190K - $242K
|
50K
$1.14M
|
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-10.3K- 12.13% |
$198K - $252K
|
74.8K
$1.71M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-10.9K- 2.61% |
$210K - $267K
|
409K
$9.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-12.6K- 10.05% |
$242K - $308K
|
113K
$2.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-15.5K- 2.97% |
$297K - $377K
|
505K
$11.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
SELL
|
- |
-32.5K- 10.39% |
$625K - $794K
|
280K
$6.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-34.3K- 2.89% |
$660K - $838K
|
1.15M
$26.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-41.9K- 67.02% |
$805K - $1.02M
|
20.6K
$471K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-42.3K- 23.29% |
$814K - $1.03M
|
139K
$3.19M
|
|
|
Feb 07, 2025
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-42.3K- 23.29% |
$814K - $1.03M
|
139K
$3.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-46.3K- 13.27% |
$890K - $1.13M
|
303K
$6.92M
|