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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
11.7K+ 33.02% |
$794K - $1.31M
|
47K
$2.51M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
45.3K+ 32.82% |
$3.09M - $5.08M
|
183K
$9.81M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
5New |
$341 - $561
|
5
$268
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-23- 4.01% |
$1.57K - $2.58K
|
551
$29.5K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
320+ 139.74% |
$21.8K - $35.9K
|
549
$29.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
34+ 113.33% |
$2.32K - $3.82K
|
64
$3.43K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.49K+ 49.76% |
$647K - $1.07M
|
28.6K
$1.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
107+ 1.75% |
$7.29K - $12K
|
6.23K
$334K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
14K+ 31.85% |
$955K - $1.57M
|
58K
$3.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
36.2K+ 108.2% |
$2.46M - $4.06M
|
69.6K
$3.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-13- 22.03% |
$886 - $1.46K
|
46
$2.46K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
81.5KNew |
$5.55M - $9.15M
|
81.5K
$4.36M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
168New |
$11.4K - $18.9K
|
168
$8.99K
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
4KNew |
$273K - $449K
|
4K
$214K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4New |
$273 - $449
|
4
$214
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
442K+ 275.3% |
$30.1M - $49.7M
|
603K
$32.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-959- 24.02% |
$65.3K - $108K
|
3.03K
$162K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-7.68K- 24.23% |
$523K - $862K
|
24K
$1.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
12+ 0.67% |
$818 - $1.35K
|
1.8K
$96.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
153+ 5.26% |
$10.4K - $17.2K
|
3.06K
$164K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.29K+ 8.7% |
$224K - $369K
|
41.1K
$2.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-19.1K- 10.73% |
$1.3M - $2.15M
|
159K
$8.51M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
370+ 2.76% |
$25.2K - $41.5K
|
13.8K
$736K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
1New |
$68.1 - $112
|
1
$53.5
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
11New |
$750 - $1.24K
|
11
$589
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
591+ 70.19% |
$40.3K - $66.4K
|
1.43K
$76.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
2.49KNew |
$170K - $279K
|
2.49K
$133K
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
23.3KNew |
$1.59M - $2.62M
|
23.3K
$1.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
151New |
$10.3K - $17K
|
151
$8.08K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
11+ 11.0% |
$750 - $1.24K
|
111
$5.94K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
21New |
$1.43K - $2.36K
|
21
$1.12K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.98KNew |
$203K - $335K
|
2.98K
$159K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5- 26.32% |
$341 - $561
|
14
$750
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
4.15KNew |
$283K - $466K
|
4.15K
$222K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
14New |
$954 - $1.57K
|
14
$750
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2New |
$136 - $225
|
2
$107
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.53KNew |
$172K - $284K
|
2.53K
$135K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
14New |
$954 - $1.57K
|
14
$750
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
10.9KNew |
$746K - $1.23M
|
10.9K
$586K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 25.0% |
$136 - $225
|
6
$321
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 50.0% |
$68.1 - $112
|
3
$161
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
4.88K+ 87.86% |
$332K - $548K
|
10.4K
$558K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-41K- 98.56% |
$2.8M - $4.61M
|
599
$32.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1New |
$68.1 - $112
|
1
$53.5
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-3.47K- 80.51% |
$236K - $390K
|
840
$45K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-62- 7.95% |
$4.22K - $6.96K
|
718
$38.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-1.06K- 4.53% |
$72.2K - $119K
|
22.3K
$1.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
7.72KNew |
$526K - $867K
|
7.72K
$413K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.73K+ 216.62% |
$322K - $531K
|
6.92K
$370K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
25New |
$1.7K - $2.81K
|
25
$1.34K
|