Filing Research | PATK - Patrick Industries Inc. Institutional Holdings

Snapshot holdings

50 / 59 loaded

#		Instrument	quantity
1	CONGRESS ASSET MANAGEMENT CO	Shares	166.5KSH	$14.9M
2	ARGENT CAPITAL MANAGEMENT LLC	Shares	160.5KSH	$14.4M
3	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	129.7KSH	$11.6M
4	Tributary Capital Management, LLC	Shares	104.5KSH	$9.4M
5	WASATCH ADVISORS LP	Shares	58.8KSH	$5.3M
6	FINANCIAL CONSULATE, INC	Shares	52.6KSH	$4.7M
7	BENJAMIN EDWARDS INC	Shares	25.2KSH	$2.3M
8	TECTONIC ADVISORS LLC	Shares	19.5KSH	$1.8M
9	JAMES INVESTMENT RESEARCH, INC.	Shares	18.2KSH	$1.6M
10	Louisiana State Employees Retirement System	Shares	14.4KSH	$1.3M
11	HighRoad Wealth Advisors, LLC	Shares	14.3KSH	$1.3M
12	KFG WEALTH MANAGEMENT, LLC	Shares	12.6KSH	$1.1M
13	Police & Firemen's Retirement System of New Jersey	Shares	9.6KSH	$860.2K
14	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	8.9KSH	$798.5K
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	7.8KSH	$700.3K
16	BTC Capital Management, Inc.	Shares	6.8KSH	$610.2K
17	Factor Wealth Management LTD	Shares	5.9KSH	$533.7K
18	New England Research & Management, Inc.	Shares	5.6KSH	$501.5K
19	Tactive Advisors, LLC	Shares	3.8KSH	$338.0K
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	3.4KSH	$279.1K
21	Merit Financial Group, LLC	Shares	2.9KSH	$256.1K
22	Hennion & Walsh Asset Management, Inc.	Shares	2.5KSH	$223.8K
23	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	2.4KSH	$216.6K
24	IFP Advisors, Inc	Shares	924SH	$83.0K
25	GAMMA Investing LLC	Shares	858SH	$77.0K
26	Farther Finance Advisors, LLC	Shares	484SH	$43.5K
27	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	300SH	$26.9K
28	High Note Wealth, LLC	Shares	278SH	$25.0K
29	Key FInancial Inc	Shares	253SH	$22.7K
30	FIRST HORIZON CORP	Shares	112SH	$10.1K
31	EverSource Wealth Advisors, LLC	Shares	109SH	$9.8K
32	SIGNATUREFD, LLC	Shares	102SH	$9.2K
33	Financial Perspectives, Inc	Shares	80SH	$7.2K
34	MassMutual Private Wealth & Trust, FSB	Shares	75SH	$6.7K
35	AMERICAN NATIONAL BANK & TRUST	Shares	52SH	$4.7K
36	JFS WEALTH ADVISORS, LLC	Shares	36SH	$3.2K
37	LANARK FINANCIAL, INC.	Shares	28SH	$2.5K
38	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	27.4KSH	$2.5K
39	CoreCap Advisors, LLC	Shares	22SH	$2.0K
40	FARMERS & MERCHANTS INVESTMENTS INC	Shares	21SH	$1.9K
41	Cape Investment Advisory, Inc.	Shares	20SH	$1.8K
42	Versant Capital Management, Inc	Shares	16SH	$1.4K
43	Fortitude Family Office, LLC	Shares	15SH	$1.3K
44	Creative Capital Management Investments LLC	Shares	12SH	$1.1K
45	State of Alaska, Department of Revenue	Shares	10.8KSH	$972
46	Handelsbanken Fonder AB	Shares	9.5KSH	$849
47	AMALGAMATED BANK	Shares	8.8KSH	$792
48	DiNuzzo Private Wealth, Inc.	Shares	6SH	$539
49	SJS Investment Consulting Inc.	Shares	6SH	$539
50	GILPIN WEALTH MANAGEMENT, LLC	Shares	4SH	$360

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Manager changes2026-06-30 vs 2026-03-31

50 / 65 loaded

#		Instrument
1	TECTONIC ADVISORS LLC new	Shares	+19.5K	+$1.8M	$1.8M
2	Tactive Advisors, LLC new	Shares	+3.8K	+$338.0K	$338.0K
3	Merit Financial Group, LLC new	Shares	+2.9K	+$256.1K	$256.1K
4	BTC Capital Management, Inc. added	Shares	+3.5K	+$245.8K	$610.2K
5	Farther Finance Advisors, LLC added	Shares	+215	+$13.1K	$43.5K
6	Cape Investment Advisory, Inc. new	Shares	+20	+$1.8K	$1.8K
7	Creative Capital Management Investments LLC new	Shares	+12	+$1.1K	$1.1K
8	CoreCap Advisors, LLC added	Shares	+13	+$975	$2.0K
9	Davis Capital Management new	Shares	+2	+$180	$180
10	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+1	+$26	$360
11	SBI Securities Co., Ltd. unchanged	Shares	0	-$21	$90
12	GHP Investment Advisors, Inc. unchanged	Shares	0	-$22	$90
13	TFC Financial Management, Inc. unchanged	Shares	0	-$22	$90
14	Abound Wealth Management unchanged	Shares	0	-$43	$180
15	PARK AVENUE SECURITIES LLC trimmed	Shares	-54	-$58	$220
16	Bogart Wealth, LLC unchanged	Shares	0	-$64	$269
17	Hughes Financial Services, LLC exited	Shares	-1	-$111	$0
18	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	-$128	$539
19	SJS Investment Consulting Inc. unchanged	Shares	0	-$128	$539
20	Handelsbanken Fonder AB unchanged	Shares	0	-$202	$849
21	Vermillion Wealth Management, Inc. exited	Shares	-2	-$222	$0
22	AMALGAMATED BANK trimmed	Shares	-731	-$269	$792
23	JFS WEALTH ADVISORS, LLC added	Shares	+3	-$433	$3.2K
24	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$447	$1.9K
25	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+911	-$482	$2.5K
26	LANARK FINANCIAL, INC. unchanged	Shares	0	-$596	$2.5K
27	State of Alaska, Department of Revenue trimmed	Shares	-5.6K	-$852	$972
28	MassMutual Private Wealth & Trust, FSB added	Shares	+5	-$1.0K	$6.7K
29	AMERICAN NATIONAL BANK & TRUST unchanged	Shares	0	-$1.1K	$4.7K
30	Fortitude Family Office, LLC trimmed	Shares	-10	-$1.4K	$1.3K
31	Financial Perspectives, Inc unchanged	Shares	0	-$1.7K	$7.2K
32	SIGNATUREFD, LLC added	Shares	+2	-$1.9K	$9.2K
33	LRI Investments, LLC trimmed	Shares	-42	-$4.8K	$359
34	Key FInancial Inc unchanged	Shares	0	-$5.4K	$22.7K
35	Sound Income Strategies, LLC exited	Shares	-50	-$5.7K	$0
36	High Note Wealth, LLC unchanged	Shares	0	-$5.9K	$25.0K
37	BEACON INVESTMENT ADVISORY SERVICES, INC. unchanged	Shares	0	-$6.4K	$26.9K
38	FIRST HORIZON CORP trimmed	Shares	-45	-$7.4K	$10.1K
39	Retirement Wealth Solutions LLC trimmed	Shares	-84	-$9.4K	$180
40	IFP Advisors, Inc added	Shares	+10	-$18.6K	$83.0K
41	Opal Wealth Advisors, LLC exited	Shares	-244	-$27.1K	$0
42	Versant Capital Management, Inc trimmed	Shares	-363	-$40.7K	$1.4K
43	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+562	-$43.1K	$279.1K
44	EverSource Wealth Advisors, LLC trimmed	Shares	-396	-$46.3K	$9.8K
45	Hennion & Walsh Asset Management, Inc. added	Shares	+25	-$50.3K	$223.8K
46	GAMMA Investing LLC trimmed	Shares	-440	-$67.1K	$77.0K
47	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-336	-$88.7K	$216.6K
48	KFG WEALTH MANAGEMENT, LLC added	Shares	+1.5K	-$100.2K	$1.1M
49	New England Research & Management, Inc. unchanged	Shares	0	-$118.9K	$501.5K
50	Factor Wealth Management LTD unchanged	Shares	0	-$126.6K	$533.7K

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