Purchases and Sales Made in Q2 2024 in Powerschool Holdings, Inc. (PWSC)
This table provides information about the institutional ownership of Powerschool Holdings, Inc. (PWSC) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.37K+ 147.16% |
$22.8K - $30.9K
|
2.31K
$52.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
957+ 2.12% |
$15.9K - $21.5K
|
46.1K
$1.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
856New |
$14.2K - $19.2K
|
856
$19.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
530+ 2.88% |
$8.79K - $11.9K
|
18.9K
$433K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
452+ 11.51% |
$7.49K - $10.2K
|
4.38K
$100K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
415+ 1.83% |
$6.88K - $9.33K
|
23.1K
$527K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
358+ 2.27% |
$5.94K - $8.04K
|
16.2K
$369K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
341+ 296.52% |
$5.65K - $7.66K
|
456
$10.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
327+ 2.29% |
$5.42K - $7.35K
|
14.6K
$333K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
198New |
$3.28K - $4.45K
|
198
$4.52K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
121New |
$2.01K - $2.72K
|
121
$2.76K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
115New |
$1.91K - $2.58K
|
115
$2.63K
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
97+ 5.08% |
$1.61K - $2.18K
|
2.01K
$45.9K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
93+ 620.0% |
$1.54K - $2.09K
|
108
$2.47K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
83New |
$1.38K - $1.87K
|
83
$1.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
81+ 120.9% |
$1.34K - $1.82K
|
148
$3.38K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
59New |
$978 - $1.33K
|
59
$1.35K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
33New |
$547 - $742
|
33
$754
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22+ 440.0% |
$365 - $494
|
27
$617
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20New |
$332 - $449
|
20
$457
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
15+ 0.43% |
$249 - $337
|
3.47K
$79.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
15+ 13.39% |
$249 - $337
|
127
$2.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
9+ 900.0% |
$149 - $202
|
10
$229
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
8New |
$133 - $180
|
8
$183
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 100.0% |
$99.5 - $135
|
12
$274
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5- 35.71% |
$82.9 - $112
|
9
$206
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-13- 16.67% |
$216 - $292
|
65
$1.49K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-19- 1.06% |
$315 - $427
|
1.77K
$40.5K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-33- 3.54% |
$547 - $742
|
900
$20.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-34- 6.61% |
$564 - $764
|
480
$11K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-64- 0.65% |
$1.06K - $1.44K
|
9.71K
$222K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-114- 46.53% |
$1.89K - $2.56K
|
131
$2.99K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-150- 1.41% |
$2.49K - $3.37K
|
10.5K
$240K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-188- 0.94% |
$3.12K - $4.22K
|
19.8K
$452K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-293- 5.63% |
$4.86K - $6.58K
|
4.91K
$112K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-301- 20.16% |
$4.99K - $6.76K
|
1.19K
$27.2K
|
|
|
Jul 10, 2024
Q2 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-377- 1.3% |
$6.25K - $8.47K
|
28.6K
$653K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-496- 1.65% |
$8.22K - $11.1K
|
29.7K
$678K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-524- 35.0% |
$8.69K - $11.8K
|
973
$22.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-598- 42.78% |
$9.91K - $13.4K
|
800
$18.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-647- 0.62% |
$10.7K - $14.5K
|
104K
$2.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-839- 65.39% |
$13.9K - $18.9K
|
444
$10.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-863- 16.99% |
$14.3K - $19.4K
|
4.22K
$96.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-912- 7.68% |
$15.1K - $20.5K
|
11K
$250K
|
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-953- 1.66% |
$15.8K - $21.4K
|
56.5K
$1.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.5K- 13.1% |
$24.8K - $33.6K
|
9.92K
$227K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.58K- 18.21% |
$26.2K - $35.6K
|
7.11K
$162K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-1.83K- 0.57% |
$30.4K - $41.2K
|
321K
$7.34M
|
|
|
Aug 07, 2024
Q2 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-3.67K- 2.01% |
$60.8K - $82.4K
|
179K
$4.08M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.37K- 29.67% |
$72.4K - $98.2K
|
10.4K
$237K
|