Institutional Ownership Pegasystems Inc (PEGA)
This table provides information about the institutional ownership of Pegasystems Inc (PEGA). We have compiled data on the 299 institutions that hold shares in the stock, with a total of 41.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.05 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Kelly Financial Services LLC
Braintree, MA |
Aug 12, 2024 Q2 2024 |
200
shares
|
$14,441
0.0% of portfolio
|
Q3 2021
Reduced 99.28%
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
166
shares
|
$11,986
0.0% of portfolio
|
Q2 2024
Added 4.4%
|
|
Gamma Investing LLC
Foster City, CA |
Jul 02, 2024 Q2 2024 |
160
shares
|
$11,553
0.0% of portfolio
|
Q2 2024
Added 86.05%
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Jul 29, 2024 Q2 2024 |
137
shares
|
$9,892
0.0% of portfolio
|
Q2 2024
Reduced 39.38%
|
|
Hexagon Capital Partners LLC
|
Jul 12, 2024 Q2 2024 |
134
shares
|
$9,676
0.0% of portfolio
|
Q2 2024
Reduced 50.74%
|
|
Aspect Partners, LLC
Fairfax, VA |
Jul 15, 2024 Q2 2024 |
109
shares
|
$7,870
0.0% of portfolio
|
Q4 2023
New holding
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 24, 2024 Q2 2024 |
78
shares
|
$5,632
0.0% of portfolio
|
Q1 2024
New holding
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 07, 2024 Q2 2024 |
77
shares
|
$5,560
0.0% of portfolio
|
Q2 2024
Reduced 20.62%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
74
shares
|
$5,343
0.0% of portfolio
|
Q2 2018
Added 175.0%
|
|
Capital Advisors, Ltd. LLC
|
Jul 25, 2024 Q2 2024 |
67
shares
|
$4,838
0.0% of portfolio
|
Q4 2022
Reduced 22.09%
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
52
shares
|
$3,754
0.0% of portfolio
|
Q3 2023
Reduced 16.13%
|
|
Missouri Trust & Investment CO
Springfield, MO |
Aug 14, 2024 Q2 2024 |
52
shares
|
$3,754
0.0% of portfolio
|
Q4 2021
New holding
|
|
Hm Payson & CO
Portland, ME |
Aug 13, 2024 Q2 2024 |
50
shares
|
$3,610
0.0% of portfolio
|
Q2 2020
Reduced 37.5%
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
48
shares
|
$3,466
0.0% of portfolio
|
Q2 2023
New holding
|
|
Innealta Capital, LLC
Austin, TX |
Jul 29, 2024 Q2 2024 |
46
shares
|
$3,321
0.0% of portfolio
|
Q2 2024
New holding
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Aug 14, 2024 Q2 2024 |
43
shares
|
$3,105
0.0% of portfolio
|
Q2 2024
New holding
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Aug 13, 2024 Q2 2024 |
37
shares
|
$2,671
0.0% of portfolio
|
Q4 2023
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
33
shares
|
$2,382
0.0% of portfolio
|
Q2 2024
New holding
|
|
Rothschild Investment LLC
Chicago, IL |
Jul 30, 2024 Q2 2024 |
30
shares
|
$2,166
0.0% of portfolio
|
Q2 2024
New holding
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
28
shares
|
$2,021
0.0% of portfolio
|
Q4 2022
New holding
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 18, 2024 Q2 2024 |
27
shares
|
$1,949
0.0% of portfolio
|
Q2 2024
Added 42.11%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
26
shares
|
$1,877
0.0% of portfolio
|
Q2 2024
New holding
|
|
Globeflex Capital L P
San Diego, CA |
Aug 13, 2024 Q2 2024 |
22
shares
|
$1,588
0.0% of portfolio
|
Q4 2023
New holding
|
|
Rise Advisors, LLC
|
Jul 09, 2024 Q2 2024 |
20
shares
|
$1,444
0.0% of portfolio
|
Q1 2024
Reduced 42.86%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
13
shares
|
$938
0.0% of portfolio
|
Q2 2024
New holding
|