Purchases and Sales Made in Q3 2023 in Powerschool Holdings, Inc. (PWSC)
This table provides information about the institutional ownership of Powerschool Holdings, Inc. (PWSC) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
6New |
$113 - $145
|
6
$137
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 20.0% |
$18.8 - $24.2
|
6
$137
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 50.0% |
$18.8 - $24.2
|
3
$68.6
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.35% |
$18.8 - $24.2
|
284
$6.49K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1- 0.04% |
$18.8 - $24.2
|
2.48K
$56.7K
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-192- 0.68% |
$3.61K - $4.64K
|
28.2K
$645K
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-315- 2.81% |
$5.92K - $7.61K
|
10.9K
$249K
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-720- 0.43% |
$13.5K - $17.4K
|
166K
$3.79M
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-997- 18.48% |
$18.7K - $24.1K
|
4.4K
$100K
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-1.44K- 94.48% |
$27K - $34.8K
|
84
$1.92K
|
|
Nov 14, 2023
Q3 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-1.74K- 0.37% |
$32.6K - $42K
|
469K
$10.7M
|
|
Nov 14, 2023
Q3 2023
|
Potomac Capital Management, Inc.
|
SELL
|
- |
-1.88K- 8.99% |
$35.2K - $45.3K
|
19K
$434K
|
|
Nov 13, 2023
Q3 2023
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-2.18K- 1.21% |
$41K - $52.8K
|
178K
$4.07M
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-2.45K- 19.37% |
$45.9K - $59.1K
|
10.2K
$233K
|
|
Nov 02, 2023
Q3 2023
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-2.54K- 1.15% |
$47.6K - $61.3K
|
218K
$4.98M
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.86K- 13.74% |
$53.7K - $69.1K
|
17.9K
$410K
|
|
Oct 20, 2023
Q3 2023
|
Ami Asset Management Corp
|
SELL
|
- |
-5.55K- 2.32% |
$104K - $134K
|
233K
$5.33M
|
|
Nov 14, 2023
Q3 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-5.91K- 8.61% |
$111K - $143K
|
62.8K
$1.43M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11.8K- 39.31% |
$221K - $284K
|
18.2K
$415K
|
|
Dec 13, 2023
Q3 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-11.9K- 12.29% |
$224K - $288K
|
85.1K
$1.94M
|
|
Oct 16, 2023
Q3 2023
|
Artemis Investment Management LLP
|
SELL
|
- |
-14.6K- 25.69% |
$274K - $352K
|
42.1K
$963K
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-15.5K- 48.58% |
$292K - $376K
|
16.4K
$376K
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-19K- 31.4% |
$356K - $458K
|
41.4K
$947K
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-19.6K- 27.4% |
$368K - $473K
|
51.9K
$1.19M
|
|
Nov 07, 2023
Q3 2023
|
Triodos Investment Management Bv
|
SELL
|
- |
-20K- 24.24% |
$376K - $483K
|
62.5K
$1.43M
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-23.4K- 96.89% |
$439K - $565K
|
750
$17.1K
|
|
Nov 14, 2023
Q3 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-24.9K- 23.51% |
$468K - $603K
|
81.1K
$1.85M
|
|
Nov 16, 2023
Q3 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-25.4K- 59.49% |
$476K - $613K
|
17.3K
$395K
|
|
Nov 13, 2023
Q3 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-25.5K- 4.68% |
$479K - $617K
|
520K
$11.9M
|
|
Oct 26, 2023
Q3 2023
|
Strs Ohio
|
SELL
|
- |
-28.7K- 17.73% |
$539K - $694K
|
133K
$3.04M
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-35.5K- 16.33% |
$667K - $858K
|
182K
$4.15M
|
|
Feb 07, 2025
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-35.5K- 16.33% |
$667K - $858K
|
182K
$4.15M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-43.2K- 99.23% |
$812K - $1.04M
|
334
$7.63K
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-43.6K- 41.11% |
$819K - $1.05M
|
62.5K
$1.43M
|
|
Feb 15, 2024
Q3 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-76.8K- 4.95% |
$1.44M - $1.86M
|
1.48M
$33.7M
|
|
Oct 17, 2023
Q3 2023
|
Rheos Capital Works Inc.
|
SELL
|
- |
-100K- 9.05% |
$1.88M - $2.42M
|
1.01M
$23M
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-105K- 6.19% |
$1.97M - $2.53M
|
1.59M
$36.2M
|
|
Nov 13, 2023
Q3 2023
|
Rk Capital Management, LLC
Denver, CO |
SELL
|
- |
-111K- 35.91% |
$2.08M - $2.67M
|
197K
$4.51M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-113K- 97.36% |
$2.12M - $2.73M
|
3.07K
$70.1K
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-127K- 26.69% |
$2.39M - $3.07M
|
349K
$7.98M
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-155K- 83.35% |
$2.91M - $3.74M
|
30.9K
$706K
|
|
Nov 14, 2023
Q3 2023
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
SELL
|
- |
-161K- 33.96% |
$3.02M - $3.89M
|
313K
$7.14M
|
|
Nov 13, 2023
Q3 2023
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-184KClosed |
$3.46M - $4.46M
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-293K- 22.45% |
$5.49M - $7.07M
|
1.01M
$23.1M
|
|
Nov 07, 2023
Q3 2023
|
Norwood Investment Partners, LP
|
SELL
|
- |
-349K- 46.39% |
$6.55M - $8.44M
|
403K
$9.22M
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-381K- 27.36% |
$7.15M - $9.2M
|
1.01M
$23.1M
|
|
Nov 17, 2023
Q3 2023
|
Times Square Capital Management, LLC
|
SELL
|
- |
-541K- 18.5% |
$10.2M - $13.1M
|
2.39M
$54.5M
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-2.16M- 23.89% |
$40.5M - $52.2M
|
6.88M
$157M
|