Purchases and Sales Made in Q1 2023 in Pegasystems Inc (PEGA)
This table provides information about the institutional ownership of Pegasystems Inc (PEGA) during Q1 2023. The information is specifically focused on institutions that hold shares of PEGASYSTEMS INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
165New |
$5.53K - $8.32K
|
165
$15.5K
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
130+ 0.72% |
$4.36K - $6.56K
|
18.1K
$1.7M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
66New |
$2.21K - $3.33K
|
66
$6.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
65+ 48.15% |
$2.18K - $3.28K
|
200
$18.8K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
51+ 5.35% |
$1.71K - $2.57K
|
1K
$94.4K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
45New |
$1.51K - $2.27K
|
45
$4.23K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
28New |
$939 - $1.41K
|
28
$2.63K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
22+ 0.11% |
$738 - $1.11K
|
19.2K
$1.81M
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
11+ 0.01% |
$369 - $555
|
107K
$10M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
11+ 4.12% |
$369 - $555
|
278
$26.1K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10+ 1.36% |
$335 - $504
|
747
$70.2K
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
6+ 0.24% |
$201 - $303
|
2.5K
$235K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1- 2.08% |
$33.5 - $50.4
|
47
$4.42K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1- 3.7% |
$33.5 - $50.4
|
26
$2.44K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.58% |
$33.5 - $50.4
|
170
$16K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-8- 0.69% |
$268 - $403
|
1.16K
$109K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-11- 12.5% |
$369 - $555
|
77
$7.24K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-11- 57.89% |
$369 - $555
|
8
$752
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-18- 2.84% |
$604 - $908
|
615
$57.8K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-20- 35.71% |
$671 - $1.01K
|
36
$3.38K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-21- 6.93% |
$704 - $1.06K
|
282
$26.5K
|
|
|
Apr 10, 2023
Q1 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-79- 11.11% |
$2.65K - $3.98K
|
632
$59.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-88- 12.02% |
$2.95K - $4.44K
|
644
$60.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-198- 22.86% |
$6.64K - $9.99K
|
668
$62.8K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-279- 3.84% |
$9.35K - $14.1K
|
6.99K
$657K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-315Closed |
$10.6K - $15.9K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-362- 2.63% |
$12.1K - $18.3K
|
13.4K
$1.26M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-396- 2.63% |
$13.3K - $20K
|
14.7K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-464- 2.71% |
$15.6K - $23.4K
|
16.6K
$1.56M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-513- 32.1% |
$17.2K - $25.9K
|
1.09K
$102K
|
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-603- 2.8% |
$20.2K - $30.4K
|
20.9K
$1.97M
|
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-603- 2.8% |
$20.2K - $30.4K
|
20.9K
$1.97M
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-653- 1.25% |
$21.9K - $32.9K
|
51.6K
$4.85M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-758- 66.78% |
$25.4K - $38.2K
|
377
$35.4K
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-758- 8.11% |
$25.4K - $38.2K
|
8.59K
$807K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1K- 25.95% |
$33.7K - $50.6K
|
2.87K
$269K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.06K- 16.36% |
$35.4K - $53.3K
|
5.4K
$508K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.06K- 16.57% |
$35.7K - $53.7K
|
5.36K
$504K
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-1.18K- 17.17% |
$39.5K - $59.4K
|
5.68K
$534K
|
|
|
May 15, 2023
Q1 2023
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-1.19K- 2.58% |
$39.9K - $60.1K
|
45K
$4.23M
|
|
|
May 12, 2023
Q1 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-1.49K- 89.3% |
$50.1K - $75.3K
|
179
$16.8K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.67K- 90.93% |
$55.8K - $84K
|
166
$15.6K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.81K- 79.65% |
$60.8K - $91.4K
|
463
$43.5K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-1.93K- 18.0% |
$64.8K - $97.4K
|
8.8K
$827K
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-3.2K- 8.21% |
$107K - $162K
|
35.8K
$3.37M
|
|
|
May 12, 2023
Q1 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-3.44K- 19.63% |
$115K - $174K
|
14.1K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.62K- 3.43% |
$121K - $183K
|
102K
$9.57M
|
|
|
May 15, 2023
Q1 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-5.2K- 5.78% |
$174K - $262K
|
84.8K
$7.97M
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-5.21K- 18.52% |
$175K - $263K
|
22.9K
$2.15M
|