Latest Institutional Transactions on Powerschool Holdings, Inc. (PWSC)
This table provides information on the latest institutional transactions involving Powerschool Holdings, Inc. (PWSC) 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 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
205K+ 21.09% |
$4.14M - $5.14M
|
1.18M
$26.9M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
12.7KNew |
$257K - $319K
|
12.7K
$291K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
26+ 0.11% |
$524 - $651
|
24K
$549K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
8.33KNew |
$168K - $208K
|
8.33K
$190K
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
15.9KNew |
$322K - $399K
|
15.9K
$364K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-14.6K- 36.19% |
$295K - $365K
|
25.8K
$588K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11New |
$222 - $275
|
11
$251
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
57+ 11.61% |
$1.15K - $1.43K
|
548
$12.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
202New |
$4.07K - $5.05K
|
202
$4.62K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
1.32K+ 4.13% |
$26.6K - $33K
|
33.3K
$761K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-2.94K- 34.17% |
$59.3K - $73.6K
|
5.67K
$129K
|
|
|
Apr 18, 2024
Q1 2024
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
442K+ 12.67% |
$8.92M - $11.1M
|
3.93M
$89.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
6.2K+ 24.51% |
$125K - $155K
|
31.5K
$720K
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
8.56K+ 25.91% |
$173K - $214K
|
41.6K
$950K
|
|
|
Apr 16, 2024
Q1 2024
|
Artemis Investment Management LLP
|
SELL
|
- |
-21K- 59.23% |
$423K - $524K
|
14.4K
$330K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
74+ 0.79% |
$1.49K - $1.85K
|
9.45K
$216K
|
|
|
Apr 11, 2024
Q1 2024
|
Rheos Capital Works Inc.
|
SELL
|
- |
-228K- 47.32% |
$4.6M - $5.7M
|
254K
$5.8M
|
|
| Q4 2023 | |||||||
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-104- 0.63% |
$2K - $2.54K
|
16.3K
$373K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
86New |
$1.65K - $2.1K
|
86
$1.97K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
7.69KNew |
$148K - $188K
|
7.69K
$176K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
27.7KNew |
$533K - $678K
|
27.7K
$634K
|
|
|
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
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
80.5KNew |
$1.55M - $1.97M
|
80.5K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
12.8KNew |
$245K - $312K
|
12.8K
$292K
|
|
|
Feb 14, 2024
Q4 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
21.5KNew |
$414K - $526K
|
21.5K
$492K
|
|
|
Feb 14, 2024
Q4 2023
|
Potomac Capital Management, Inc.
|
SELL
|
- |
-3.1K- 16.32% |
$59.6K - $75.7K
|
15.9K
$363K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
10.2KNew |
$195K - $248K
|
10.2K
$232K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
5.03KNew |
$96.7K - $123K
|
5.03K
$115K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
171New |
$3.29K - $4.18K
|
171
$3.91K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
85.4KNew |
$1.64M - $2.09M
|
85.4K
$1.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
55New |
$1.06K - $1.34K
|
55
$1.26K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
6New |
$115 - $147
|
6
$137
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
41.7KNew |
$802K - $1.02M
|
41.7K
$954K
|
|
|
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
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-1.39K- 12.12% |
$26.6K - $33.8K
|
10K
$230K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
746+ 47.67% |
$14.3K - $18.2K
|
2.31K
$52.8K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
154KNew |
$2.9M - $3.73M
|
154K
$3.53M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
15+ 50.0% |
$282 - $363
|
45
$1.03K
|
|
|
Nov 16, 2023
Q3 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-25.4K- 59.49% |
$476K - $613K
|
17.3K
$395K
|
|
|
Nov 14, 2023
Q3 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
61.8KNew |
$1.16M - $1.49M
|
61.8K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
25.8KNew |
$484K - $623K
|
25.8K
$589K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
13New |
$244 - $314
|
13
$297
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
29.6KNew |
$556K - $716K
|
29.6K
$677K
|
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-1.44K- 94.48% |
$27K - $34.8K
|
84
$1.92K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.2K+ 18.53% |
$78.8K - $101K
|
26.8K
$613K
|
|
|
Nov 02, 2023
Q3 2023
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
323KNew |
$6.06M - $7.8M
|
323K
$7.38M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
6New |
$113 - $145
|
6
$137
|
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
BUY
|
- |
3K+ 25.41% |
$56.3K - $72.5K
|
14.8K
$338K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
8New |
$150 - $193
|
8
$183
|
|
|
Oct 18, 2023
Q3 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
465+ 2.44% |
$8.73K - $11.2K
|
19.5K
$446K
|
|