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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
149+ 85.63% |
$10.3K - $14.5K
|
323
$22.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
196+ 4.46% |
$13.6K - $19.1K
|
4.59K
$319K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-391- 16.96% |
$27.1K - $38K
|
1.92K
$133K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$69.4 - $97.3
|
1
$69.5
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
296KNew |
$20.6M - $28.8M
|
296K
$20.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-11.1K- 3.45% |
$772K - $1.08M
|
311K
$21.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-68- 0.11% |
$4.72K - $6.62K
|
60.3K
$4.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
152+ 1.24% |
$10.6K - $14.8K
|
12.4K
$862K
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-901- 7.13% |
$62.5K - $87.6K
|
11.7K
$815K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
3+ 1.23% |
$208 - $292
|
247
$17.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
4K+ 28.57% |
$278K - $389K
|
18K
$1.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.45KNew |
$170K - $239K
|
2.45K
$170K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
2.36KNew |
$164K - $230K
|
2.36K
$164K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
61.4KNew |
$4.26M - $5.97M
|
61.4K
$4.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-471- 75.48% |
$32.7K - $45.8K
|
153
$10.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
180New |
$12.5K - $17.5K
|
180
$12.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
154K+ 31.74% |
$10.7M - $15M
|
638K
$44.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-207- 31.32% |
$14.4K - $20.1K
|
454
$31.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.61K+ 448.32% |
$111K - $156K
|
1.96K
$136K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
229New |
$15.9K - $22.3K
|
229
$15.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-517- 10.15% |
$35.9K - $50.3K
|
4.58K
$318K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
22New |
$1.53K - $2.14K
|
22
$1.53K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.99K+ 12.76% |
$277K - $389K
|
35.3K
$2.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
15.9KNew |
$1.11M - $1.55M
|
15.9K
$1.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-17- 0.58% |
$1.18K - $1.65K
|
2.91K
$202K
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
2.55KNew |
$177K - $248K
|
2.55K
$177K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
119K+ 34.23% |
$8.29M - $11.6M
|
468K
$32.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
4K+ 20.0% |
$278K - $389K
|
24K
$1.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
11.2K+ 12.27% |
$779K - $1.09M
|
103K
$7.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.6KNew |
$180K - $253K
|
2.6K
$181K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.79KNew |
$194K - $271K
|
2.79K
$194K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
219+ 4.92% |
$15.2K - $21.3K
|
4.67K
$324K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.99KNew |
$277K - $388K
|
3.99K
$278K
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-4.4K- 15.26% |
$306K - $428K
|
24.4K
$1.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-241- 36.74% |
$16.7K - $23.4K
|
415
$28.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4.01K+ 32.83% |
$278K - $390K
|
16.2K
$1.13M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
45.2K+ 48.78% |
$3.14M - $4.4M
|
138K
$9.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
256+ 48.03% |
$17.8K - $24.9K
|
789
$54.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.77K+ 41.75% |
$123K - $172K
|
6.02K
$419K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
19.6K+ 82.88% |
$1.36M - $1.9M
|
43.1K
$3M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
167+ 150.45% |
$11.6K - $16.2K
|
278
$19.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 35.71% |
$347 - $486
|
19
$1.32K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-69- 78.41% |
$4.79K - $6.71K
|
19
$1.32K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
7+ 0.84% |
$486 - $681
|
842
$58.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
26+ 650.0% |
$1.8K - $2.53K
|
30
$2.09K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
80.5K+ 82.51% |
$5.59M - $7.83M
|
178K
$12.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
104New |
$7.22K - $10.1K
|
104
$7.23K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
16+ 48.48% |
$1.11K - $1.56K
|
49
$3.41K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-13.1K- 25.71% |
$908K - $1.27M
|
37.8K
$2.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
4.86KNew |
$337K - $472K
|
4.86K
$338K
|