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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.38KNew |
$427K - $493K
|
8.38K
$555K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-23- 0.51% |
$1.17K - $1.35K
|
4.51K
$299K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
6+ 20.0% |
$306 - $353
|
36
$2.39K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$51 - $58.9
|
1
$66.3
|
|
|
May 03, 2023
Q1 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-47.2K- 39.49% |
$2.41M - $2.78M
|
72.4K
$4.8M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.3% |
$51 - $58.9
|
337
$22.3K
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-5.16K- 34.62% |
$263K - $304K
|
9.74K
$646K
|
|
|
May 03, 2023
Q1 2023
|
Mizuho Markets Cayman LP
|
BUY
|
- |
416KNew |
$21.2M - $24.5M
|
416K
$27.6M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
2+ 9.52% |
$102 - $118
|
23
$1.52K
|
|
|
Apr 20, 2023
Q1 2023
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-437- 17.87% |
$22.3K - $25.7K
|
2.01K
$133K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
40New |
$2.04K - $2.35K
|
40
$2.65K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
10.6KNew |
$539K - $622K
|
10.6K
$700K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-4- 44.44% |
$204 - $235
|
5
$331
|
|
| Q4 2022 | |||||||
|
Sep 08, 2023
Q4 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-9KClosed |
$392K - $486K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Forbes J M & CO LLP
|
SELL
|
- |
-44K- 86.07% |
$1.91M - $2.38M
|
7.12K
$472K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.12MNew |
$48.7M - $60.4M
|
1.12M
$74.1M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
260New |
$11.3K - $14K
|
260
$17.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
109New |
$4.74K - $5.89K
|
109
$7.22K
|
|
|
Feb 10, 2023
Q4 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
5.91KNew |
$257K - $319K
|
5.91K
$392K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
67+ 1.0% |
$2.92K - $3.62K
|
6.75K
$447K
|
|
|
Feb 03, 2023
Q4 2022
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-580- 2.15% |
$25.2K - $31.3K
|
26.4K
$1.75M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
4+ 13.79% |
$174 - $216
|
33
$2.19K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
23New |
$1K - $1.24K
|
23
$1.52K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-26K- 66.87% |
$1.08M - $1.34M
|
12.9K
$854K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
13+ 13.54% |
$537 - $667
|
109
$7.22K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-12.7K- 10.12% |
$525K - $652K
|
113K
$7.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-74- 35.92% |
$3.06K - $3.8K
|
132
$8.75K
|
|
|
Nov 14, 2022
Q3 2022
|
Invenomic Capital Management LP
Boston, MA |
BUY
|
- |
58.6KNew |
$2.42M - $3.01M
|
58.6K
$3.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
29.2K+ 94.88% |
$1.21M - $1.5M
|
60K
$3.98M
|
|
|
Nov 10, 2022
Q3 2022
|
Oaktop Capital Management Ii, L.P.
Chatham, NJ |
SELL
|
- |
-104K- 16.97% |
$4.29M - $5.33M
|
509K
$33.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
5.6K+ 311.11% |
$231K - $287K
|
7.4K
$490K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
19New |
$785 - $975
|
19
$1.26K
|
|
|
Nov 04, 2022
Q3 2022
|
Empowered Funds, LLC
|
BUY
|
- |
1.72K+ 24.44% |
$71.2K - $88.4K
|
8.77K
$581K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-100- 30.4% |
$4.13K - $5.13K
|
229
$15.2K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
13New |
$537 - $667
|
13
$861
|
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
38New |
$1.57K - $1.95K
|
38
$2.52K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
336+ 5.93% |
$13.9K - $17.2K
|
6K
$398K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
151New |
$6.24K - $7.75K
|
151
$10K
|
|
|
Oct 21, 2022
Q3 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
10KNew |
$413K - $513K
|
10K
$663K
|
|
|
Oct 12, 2022
Q3 2022
|
Copeland Capital Management, LLC
|
SELL
|
- |
-271- 38.44% |
$11.2K - $13.9K
|
434
$28.8K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-13Closed |
$578 - $670
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
9.68KNew |
$430K - $499K
|
9.68K
$641K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-50Closed |
$2.22K - $2.58K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-13.7KClosed |
$610K - $708K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Kent Lake Capital LLC
Mill Valley, CA |
SELL
|
- |
-54.7K- 42.17% |
$2.43M - $2.82M
|
75K
$4.97M
|
|
|
Aug 15, 2022
Q2 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-10.8KClosed |
$478K - $555K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-2.62KClosed |
$117K - $135K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
154+ 3.16% |
$6.84K - $7.94K
|
5.04K
$334K
|
|
|
Aug 12, 2022
Q2 2022
|
Dld Asset Management, LP
New York, NY |
BUY
|
PUT |
10KNew |
$444K - $516K
|
10K
$663K
|
|
|
Aug 12, 2022
Q2 2022
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-61.3K- 61.4% |
$2.72M - $3.16M
|
38.6K
$2.55M
|
|