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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4New |
$273 - $449
|
4
$214
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4+ 1.06% |
$273 - $449
|
380
$20.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 150.0% |
$204 - $337
|
5
$268
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2New |
$136 - $225
|
2
$107
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$68.1 - $112
|
1
$53.5
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
1New |
$68.1 - $112
|
1
$53.5
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 50.0% |
$68.1 - $112
|
3
$161
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1New |
$68.1 - $112
|
1
$53.5
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1New |
$68.1 - $112
|
1
$53.5
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 25.0% |
$136 - $225
|
6
$321
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5- 26.32% |
$341 - $561
|
14
$750
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-7- 0.71% |
$477 - $786
|
984
$52.7K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-7- 1.93% |
$477 - $786
|
355
$19K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12- 29.27% |
$818 - $1.35K
|
29
$1.55K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-13- 22.03% |
$886 - $1.46K
|
46
$2.46K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-23- 4.01% |
$1.57K - $2.58K
|
551
$29.5K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-41- 11.68% |
$2.79K - $4.6K
|
310
$16.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-62- 7.95% |
$4.22K - $6.96K
|
718
$38.4K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-191- 12.79% |
$13K - $21.4K
|
1.3K
$69.7K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-208- 5.95% |
$14.2K - $23.4K
|
3.29K
$176K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-242- 53.3% |
$16.5K - $27.2K
|
212
$11.4K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-263- 36.28% |
$17.9K - $29.5K
|
462
$24.7K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-278- 6.06% |
$18.9K - $31.2K
|
4.31K
$231K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-280- 74.27% |
$19.1K - $31.4K
|
97
$5.19K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-291- 7.45% |
$19.8K - $32.7K
|
3.62K
$194K
|
|
|
May 15, 2025
Q1 2025
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-313- 0.75% |
$21.3K - $35.1K
|
41.2K
$2.21M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-395- 5.11% |
$26.9K - $44.4K
|
7.34K
$393K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-415- 3.04% |
$28.3K - $46.6K
|
13.2K
$707K
|
|
|
May 12, 2025
Q1 2025
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-470- 1.01% |
$32K - $52.8K
|
46.2K
$2.47M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-574- 79.72% |
$39.1K - $64.5K
|
146
$7.82K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-695- 37.69% |
$47.4K - $78K
|
1.15K
$61.5K
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-719- 3.62% |
$49K - $80.7K
|
19.1K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-887Closed |
$60.4K - $99.6K
|
0
$0
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-887- 1.61% |
$60.4K - $99.6K
|
54K
$2.89M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-932- 42.87% |
$63.5K - $105K
|
1.24K
$66.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-959- 24.02% |
$65.3K - $108K
|
3.03K
$162K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-1.06K- 4.53% |
$72.2K - $119K
|
22.3K
$1.2M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.07K- 24.29% |
$72.8K - $120K
|
3.33K
$178K
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1.35K- 1.27% |
$91.9K - $151K
|
105K
$5.62M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.51K- 77.02% |
$103K - $170K
|
451
$24.1K
|
|
|
May 14, 2025
Q1 2025
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-1.55K- 19.08% |
$105K - $173K
|
6.55K
$351K
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1.65K- 7.66% |
$113K - $186K
|
19.9K
$1.07M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.69K- 7.57% |
$115K - $189K
|
20.6K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-1.73K- 46.59% |
$118K - $195K
|
1.99K
$106K
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.78K- 11.5% |
$122K - $200K
|
13.7K
$735K
|
|
|
May 15, 2025
Q1 2025
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-1.83K- 9.24% |
$125K - $205K
|
17.9K
$961K
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-1.92K- 1.94% |
$131K - $215K
|
97K
$5.19M
|
|
|
May 28, 2025
Q1 2025
|
Strs Ohio
|
SELL
|
- |
-2.2K- 12.67% |
$150K - $247K
|
15.2K
$811K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.42K- 35.88% |
$165K - $272K
|
4.33K
$232K
|