Purchases and Sales Made in Q4 2022 in Progress Software Corp (PRGS)
This table provides information about the institutional ownership of Progress Software Corp (PRGS) during Q4 2022. The information is specifically focused on institutions that hold shares of PROGRESS SOFTWARE CORP .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
362+ 15.6% |
$15.8K - $19.6K
|
2.68K
$153K
|
|
|
Dec 09, 2024
Q4 2022
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
359+ 0.25% |
$15.6K - $19.4K
|
145K
$8.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
356+ 4.12% |
$15.5K - $19.2K
|
9.01K
$515K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
327+ 0.35% |
$14.2K - $17.7K
|
93.3K
$5.34M
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
314New |
$13.7K - $17K
|
314
$18K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
297+ 1.92% |
$12.9K - $16K
|
15.7K
$900K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
260New |
$11.3K - $14K
|
260
$14.9K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
219+ 0.31% |
$9.53K - $11.8K
|
70.4K
$4.03M
|
|
|
Dec 19, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
201+ 55.83% |
$8.75K - $10.9K
|
561
$32.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
200+ 3.87% |
$8.7K - $10.8K
|
5.37K
$307K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
195+ 1.11% |
$8.48K - $10.5K
|
17.8K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
190+ 4.31% |
$8.27K - $10.3K
|
4.59K
$263K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
157+ 121.71% |
$6.83K - $8.48K
|
286
$16.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
109New |
$4.74K - $5.89K
|
109
$6.23K
|
|
|
Feb 06, 2023
Q4 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
95+ 0.76% |
$4.13K - $5.13K
|
12.6K
$722K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
84New |
$3.65K - $4.54K
|
84
$4.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
67+ 1.0% |
$2.92K - $3.62K
|
6.75K
$386K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
56+ 8.89% |
$2.44K - $3.02K
|
686
$39.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
50New |
$2.18K - $2.7K
|
50
$2.86K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
44New |
$1.91K - $2.38K
|
44
$2.52K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
40+ 23.81% |
$1.74K - $2.16K
|
208
$11.9K
|
|
|
Feb 14, 2023
Q4 2022
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
39+ 0.07% |
$1.7K - $2.11K
|
55K
$3.14M
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
30New |
$1.31K - $1.62K
|
30
$1.72K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
23New |
$1K - $1.24K
|
23
$1.32K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
21+ 55.26% |
$914 - $1.13K
|
59
$3.37K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
16+ 22.54% |
$696 - $864
|
87
$4.98K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
9New |
$392 - $486
|
9
$515
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
9New |
$392 - $486
|
9
$515
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 42.11% |
$348 - $432
|
27
$1.54K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6+ 0.09% |
$261 - $324
|
6.95K
$397K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
4+ 13.79% |
$174 - $216
|
33
$1.89K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 80.0% |
$174 - $216
|
9
$515
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
2+ 28.57% |
$87 - $108
|
9
$515
|
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2+ 0.01% |
$87 - $108
|
14.9K
$852K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1New |
$43.5 - $54
|
1
$57.2
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 11.11% |
$43.5 - $54
|
8
$458
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-1- 4.55% |
$43.5 - $54
|
21
$1.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1- 8.33% |
$43.5 - $54
|
11
$629
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-1- 0.22% |
$43.5 - $54
|
447
$25.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-2- -0.0% |
$87 - $108
|
40.2K
$2.3M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-17- 53.13% |
$740 - $918
|
15
$858
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-18- 16.51% |
$783 - $972
|
91
$5.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-22- 1.1% |
$957 - $1.19K
|
1.98K
$113K
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-37- 0.53% |
$1.61K - $2K
|
6.94K
$397K
|
|
|
Feb 09, 2023
Q4 2022
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-38- 0.15% |
$1.65K - $2.05K
|
26K
$1.49M
|
|
|
May 09, 2023
Q4 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-55- 7.67% |
$2.39K - $2.97K
|
662
$37.9K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-84- 7.3% |
$3.65K - $4.54K
|
1.07K
$61K
|
|
|
Feb 14, 2023
Q4 2022
|
Hgk Asset Management Inc
|
SELL
|
- |
-101- 0.71% |
$4.39K - $5.46K
|
14K
$803K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-123- 1.58% |
$5.35K - $6.64K
|
7.64K
$437K
|
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-125- 0.42% |
$5.44K - $6.75K
|
30K
$1.71M
|