Latest Institutional Purchases of Proterra Inc (PTRA)
This list provides information on the latest institutional transactions involving Proterra Inc (PTRA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
200New |
$892 - $1.56K
|
200
$14
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
200New |
$892 - $1.56K
|
200
$14
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
100+ 0.97% |
$446 - $779
|
10.4K
$728
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
39New |
$174 - $304
|
39
$2.73
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
CALL |
42KNew |
$280K - $437K
|
42K
$2.94K
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
24.7KNew |
$165K - $257K
|
24.7K
$1.73K
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
19.1KNew |
$127K - $198K
|
19.1K
$1.33K
|
|
May 10, 2022
Q1 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
17.6KNew |
$117K - $183K
|
17.6K
$1.23K
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
14.7KNew |
$97.9K - $153K
|
14.7K
$1.03K
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
BUY
|
- |
2KNew |
$13.3K - $20.8K
|
2K
$140
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1KNew |
$6.66K - $10.4K
|
1K
$70
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1KNew |
$6.66K - $10.4K
|
1K
$70
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
775New |
$5.16K - $8.07K
|
775
$54.3
|
|
May 06, 2022
Q1 2022
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
100New |
$666 - $1.04K
|
100
$7
|
|
Q4 2021 | |||||||
Feb 11, 2022
Q4 2021
|
Generation Investment Management LLP
London, X0 |
BUY
|
- |
5.03M+ 3173.74% |
$42.5M - $64.1M
|
5.18M
$363K
|
|
Jan 21, 2022
Q4 2021
|
Vantage Investment Partners, LLC
|
BUY
|
- |
886KNew |
$7.49M - $11.3M
|
886K
$62K
|
|
Feb 14, 2022
Q4 2021
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
170KNew |
$1.44M - $2.17M
|
170K
$11.9K
|
|
Feb 14, 2022
Q4 2021
|
J. Goldman & CO LP
New York, NY |
BUY
|
CALL |
20KNew |
$169K - $255K
|
20K
$1.4K
|
|
Feb 01, 2022
Q4 2021
|
Regis Management CO LLC
|
BUY
|
- |
11.6KNew |
$98.3K - $148K
|
11.6K
$814
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
200New |
$1.69K - $2.55K
|
200
$14
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
375KNew |
$3.33M - $6.54M
|
375K
$26.2K
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
CALL |
159KNew |
$1.42M - $2.78M
|
159K
$11.1K
|
|
Sep 21, 2023
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
CALL |
137KNew |
$1.22M - $2.39M
|
137K
$9.58K
|
|
Nov 10, 2021
Q3 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
1KNew |
$8.9K - $17.5K
|
1K
$70
|
|
Q2 2021 | |||||||
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
543KNew |
$7.22M - $10.4M
|
543K
$38K
|
|
Aug 16, 2021
Q2 2021
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
88.2KNew |
$1.17M - $1.69M
|
88.2K
$6.18K
|
|
Aug 04, 2021
Q2 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.7KNew |
$35.9K - $51.8K
|
2.7K
$189
|
|
Aug 30, 2024
Q2 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.18KNew |
$29K - $41.8K
|
2.18K
$153
|
|
Jul 19, 2021
Q2 2021
|
Clear Street Markets LLC
|
BUY
|
CALL |
600New |
$7.98K - $11.5K
|
600
$42
|
|
Aug 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
BUY
|
- |
526New |
$7K - $10.1K
|
526
$36.8
|
|
Aug 05, 2021
Q2 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
67New |
$891 - $1.28K
|
67
$4.69
|