Latest Institutional Transactions on Pegasystems Inc (PEGA)
This table provides information on the latest institutional transactions involving Pegasystems Inc (PEGA) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
4.86KNew |
$337K - $472K
|
4.86K
$545K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
10+ 0.07% |
$694 - $973
|
14.3K
$1.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.37K+ 16181.48% |
$303K - $425K
|
4.4K
$494K
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
4.64KNew |
$322K - $451K
|
4.64K
$521K
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-335- 9.65% |
$23.3K - $32.6K
|
3.14K
$352K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-408- 6.85% |
$28.3K - $39.7K
|
5.55K
$623K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-851- 5.98% |
$59.1K - $82.8K
|
13.4K
$1.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.46KNew |
$170K - $239K
|
2.46K
$276K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
11KNew |
$766K - $1.07M
|
11K
$1.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-10.4K- 16.9% |
$723K - $1.01M
|
51.2K
$5.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
4.57K+ 16.85% |
$317K - $445K
|
31.7K
$3.56M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
7New |
$486 - $681
|
7
$786
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.86KNew |
$198K - $278K
|
2.86K
$321K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
398+ 28.57% |
$27.6K - $38.7K
|
1.79K
$201K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8+ 10.0% |
$555 - $778
|
88
$9.88K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 14.29% |
$69.4 - $97.3
|
8
$898
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
18New |
$1.25K - $1.75K
|
18
$2.02K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
2.87KNew |
$199K - $279K
|
2.87K
$322K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-382- 13.48% |
$26.5K - $37.2K
|
2.45K
$275K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-40- 32.52% |
$2.78K - $3.89K
|
83
$9.32K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
37+ 925.0% |
$2.57K - $3.6K
|
41
$4.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
19.1K+ 298.56% |
$1.33M - $1.86M
|
25.5K
$2.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7+ 29.17% |
$486 - $681
|
31
$3.48K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
115New |
$7.98K - $11.2K
|
115
$12.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
18.8K+ 74.62% |
$1.31M - $1.83M
|
44K
$4.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4New |
$278 - $389
|
4
$449
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
465+ 5.95% |
$32.3K - $45.2K
|
8.28K
$930K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-10- 1.85% |
$694 - $973
|
532
$59.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.18KNew |
$152K - $212K
|
2.18K
$245K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3+ 1.96% |
$208 - $292
|
156
$17.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-5- 0.64% |
$347 - $486
|
780
$87.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
12+ 0.25% |
$833 - $1.17K
|
4.79K
$538K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2New |
$139 - $195
|
2
$225
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
141+ 1.71% |
$9.79K - $13.7K
|
8.4K
$943K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.75K- 19.98% |
$121K - $170K
|
6.99K
$785K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
7.95K+ 9.86% |
$552K - $773K
|
88.6K
$9.94M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-207- 26.2% |
$14.4K - $20.1K
|
583
$65.5K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
72+ 22.09% |
$5K - $7K
|
398
$44.7K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
80.6K+ 43.88% |
$4.6M - $5.91M
|
264K
$29.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.45KNew |
$254K - $326K
|
4.45K
$499K
|
|
|
Nov 15, 2024
Q3 2024
|
Luxor Capital Group, LP
New York, NY |
SELL
|
- |
-344K- 50.31% |
$19.6M - $25.2M
|
340K
$38.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-838- 4.86% |
$47.8K - $61.5K
|
16.4K
$1.84M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-14.7K- 21.87% |
$838K - $1.08M
|
52.5K
$5.89M
|
|
|
Nov 15, 2024
Q3 2024
|
Bares Capital Management, Inc.
Austin, TX |
SELL
|
- |
-2.79M- 51.26% |
$159M - $205M
|
2.66M
$298M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.99K+ 40.85% |
$285K - $366K
|
17.2K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
53.4K+ 46.13% |
$3.05M - $3.92M
|
169K
$19M
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
905+ 4.25% |
$51.6K - $66.4K
|
22.2K
$2.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.39KNew |
$365K - $469K
|
6.39K
$718K
|
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
164KNew |
$9.37M - $12M
|
164K
$18.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-39K- 69.95% |
$2.22M - $2.86M
|
16.7K
$1.88M
|
|