Purchases and Sales Made in Q1 2025 in Pegasystems Inc (PEGA)
This table provides information about the institutional ownership of Pegasystems Inc (PEGA) during Q1 2025. 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 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
800+ 4.08% |
$54.5K - $89.8K
|
20.4K
$1.09M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
629+ 9.58% |
$42.9K - $70.6K
|
7.2K
$385K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
601New |
$41K - $67.5K
|
601
$32.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
591+ 70.19% |
$40.3K - $66.4K
|
1.43K
$76.7K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
BUY
|
- |
573+ 1.36% |
$39K - $64.3K
|
42.6K
$2.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
511New |
$34.8K - $57.4K
|
511
$27.4K
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
484+ 19.75% |
$33K - $54.3K
|
2.94K
$157K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
370+ 2.76% |
$25.2K - $41.5K
|
13.8K
$736K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
355+ 6.55% |
$24.2K - $39.9K
|
5.77K
$309K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
324+ 103.51% |
$22.1K - $36.4K
|
637
$34.1K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
320+ 139.74% |
$21.8K - $35.9K
|
549
$29.4K
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
298+ 1.22% |
$20.3K - $33.5K
|
24.7K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
268New |
$18.3K - $30.1K
|
268
$14.3K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
220+ 89.07% |
$15K - $24.7K
|
467
$25K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
168New |
$11.4K - $18.9K
|
168
$8.99K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
153+ 5.26% |
$10.4K - $17.2K
|
3.06K
$164K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
151New |
$10.3K - $17K
|
151
$8.08K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
121+ 2.15% |
$8.24K - $13.6K
|
5.75K
$308K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
113New |
$7.7K - $12.7K
|
113
$6.05K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
110+ 42.31% |
$7.5K - $12.4K
|
370
$19.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
107+ 1.75% |
$7.29K - $12K
|
6.23K
$334K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
96+ 2400.0% |
$6.54K - $10.8K
|
100
$5.35K
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
90+ 2.34% |
$6.13K - $10.1K
|
3.94K
$211K
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
90+ 2.34% |
$6.13K - $10.1K
|
3.94K
$211K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
89+ 8900.0% |
$6.06K - $9.99K
|
90
$4.82K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
87+ 26.93% |
$5.93K - $9.77K
|
410
$22K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
53+ 11.13% |
$3.61K - $5.95K
|
529
$28.3K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
50New |
$3.41K - $5.61K
|
50
$2.68K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
48New |
$3.27K - $5.39K
|
48
$2.57K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
34+ 113.33% |
$2.32K - $3.82K
|
64
$3.43K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
31+ 5.32% |
$2.11K - $3.48K
|
614
$32.9K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
31+ 83.78% |
$2.11K - $3.48K
|
68
$3.64K
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
27New |
$1.84K - $3.03K
|
27
$1.45K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
25New |
$1.7K - $2.81K
|
25
$1.34K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
23+ 127.78% |
$1.57K - $2.58K
|
41
$2.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
21New |
$1.43K - $2.36K
|
21
$1.12K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
20New |
$1.36K - $2.25K
|
20
$1.07K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
19+ 0.27% |
$1.29K - $2.13K
|
7.01K
$375K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
18New |
$1.23K - $2.02K
|
18
$964
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
18New |
$1.23K - $2.02K
|
18
$964
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
16+ 10.26% |
$1.09K - $1.8K
|
172
$9.21K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
14New |
$954 - $1.57K
|
14
$750
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
14New |
$954 - $1.57K
|
14
$750
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
13New |
$886 - $1.46K
|
13
$696
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
12+ 0.67% |
$818 - $1.35K
|
1.8K
$96.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
11+ 11.0% |
$750 - $1.24K
|
111
$5.94K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
11New |
$750 - $1.24K
|
11
$589
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
9+ 18.37% |
$613 - $1.01K
|
58
$3.11K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
8New |
$545 - $898
|
8
$428
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
5New |
$341 - $561
|
5
$268
|