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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
3.99K+ 56.93% |
$199K - $412K
|
11K
$589K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
4.33KNew |
$216K - $447K
|
4.33K
$232K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
51.4KNew |
$2.57M - $5.31M
|
51.4K
$2.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
449+ 159.79% |
$22.4K - $46.4K
|
730
$39.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
895+ 175.15% |
$44.7K - $92.4K
|
1.41K
$75.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.13K+ 108.45% |
$156K - $324K
|
6.02K
$322K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
42.8K+ 255.96% |
$2.14M - $4.42M
|
59.5K
$3.19M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
5.67KNew |
$283K - $585K
|
5.67K
$303K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
4.34K+ 117.29% |
$217K - $448K
|
8.03K
$430K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
27+ 100.0% |
$1.35K - $2.79K
|
54
$2.89K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
4.53KNew |
$226K - $467K
|
4.53K
$242K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
18.9K+ 205.54% |
$943K - $1.95M
|
28.1K
$1.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
66New |
$3.3K - $6.82K
|
66
$3.53K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-82- 82.0% |
$4.1K - $8.47K
|
18
$964
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.67K+ 271.54% |
$133K - $276K
|
3.66K
$196K
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
3K+ 100.0% |
$150K - $310K
|
6K
$321K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.35K+ 220.2% |
$67.5K - $140K
|
1.97K
$105K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
30.9KNew |
$1.54M - $3.19M
|
30.9K
$1.65M
|
|
| Q1 2025 | |||||||
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
90+ 2.34% |
$6.13K - $10.1K
|
3.94K
$211K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
5New |
$341 - $561
|
5
$268
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-695- 37.69% |
$47.4K - $78K
|
1.15K
$61.5K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-353K- 51.56% |
$24M - $39.6M
|
331K
$17.7M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12- 29.27% |
$818 - $1.35K
|
29
$1.55K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
23.7K+ 17.95% |
$1.62M - $2.66M
|
156K
$8.34M
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
18New |
$1.23K - $2.02K
|
18
$964
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1.65K- 7.66% |
$113K - $186K
|
19.9K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
4.16K+ 44.87% |
$283K - $467K
|
13.4K
$718K
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1.35K- 1.27% |
$91.9K - $151K
|
105K
$5.62M
|
|
|
May 15, 2025
Q1 2025
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-1.83K- 9.24% |
$125K - $205K
|
17.9K
$961K
|
|
|
May 15, 2025
Q1 2025
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
135K+ 117.39% |
$9.2M - $15.2M
|
250K
$13.4M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
482K+ 561.63% |
$32.9M - $54.1M
|
568K
$30.4M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
6.53K+ 139.68% |
$445K - $733K
|
11.2K
$600K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
92.8K+ 81.41% |
$6.33M - $10.4M
|
207K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-63.5K- 16.88% |
$4.32M - $7.13M
|
312K
$16.7M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
12.1K+ 27.47% |
$828K - $1.36M
|
56.4K
$3.02M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-41- 11.68% |
$2.79K - $4.6K
|
310
$16.6K
|
|
|
May 15, 2025
Q1 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
8.5KNew |
$579K - $955K
|
8.5K
$455K
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
924New |
$63K - $104K
|
924
$49.5K
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
38.9KNew |
$2.65M - $4.36M
|
38.9K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.82K+ 38.69% |
$260K - $429K
|
13.7K
$733K
|
|
|
May 15, 2025
Q1 2025
|
Harber Asset Management LLC
New York, NY |
BUY
|
- |
43.6K+ 26.82% |
$2.97M - $4.9M
|
206K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
7.41KNew |
$505K - $832K
|
7.41K
$396K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-52.4K- 52.23% |
$3.57M - $5.88M
|
47.9K
$2.56M
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
3.88K+ 9.68% |
$265K - $436K
|
44K
$2.35M
|
|
|
May 15, 2025
Q1 2025
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
49.9K+ 34.3% |
$3.4M - $5.6M
|
195K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
5.57K+ 6.36% |
$380K - $626K
|
93.2K
$4.99M
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.78KNew |
$326K - $537K
|
4.78K
$256K
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-24.3K- 85.72% |
$1.65M - $2.72M
|
4.04K
$216K
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-47.3K- 85.85% |
$3.23M - $5.32M
|
7.8K
$418K
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
9.92K+ 3.27% |
$676K - $1.11M
|
313K
$16.8M
|
|