Purchases and Sales Made in Q2 2023 in Pegasystems Inc (PEGA)
This table provides information about the institutional ownership of Pegasystems Inc (PEGA) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
746+ 13.81% |
$31.2K - $38.1K
|
6.15K
$588K
|
|
Jul 31, 2023
Q2 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
665+ 11.71% |
$27.9K - $34K
|
6.34K
$606K
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
561+ 4.18% |
$23.5K - $28.7K
|
14K
$1.34M
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
558+ 6.5% |
$23.4K - $28.5K
|
9.15K
$874K
|
|
Aug 14, 2023
Q2 2023
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
521+ 4.6% |
$21.8K - $26.6K
|
11.8K
$1.13M
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
250+ 1.38% |
$10.5K - $12.8K
|
18.3K
$1.75M
|
|
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
200+ 1.46% |
$8.38K - $10.2K
|
13.9K
$1.33M
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
193+ 1.47% |
$8.08K - $9.86K
|
13.3K
$1.27M
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
177+ 0.92% |
$7.41K - $9.04K
|
19.4K
$1.85M
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
166+ 3.82% |
$6.95K - $8.48K
|
4.51K
$431K
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
164+ 26.67% |
$6.87K - $8.38K
|
779
$74.5K
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
109New |
$4.56K - $5.57K
|
109
$10.4K
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
BUY
|
- |
104+ 1.9% |
$4.36K - $5.31K
|
5.59K
$535K
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
71+ 2.84% |
$2.97K - $3.63K
|
2.58K
$246K
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
56+ 5.16% |
$2.35K - $2.86K
|
1.14K
$109K
|
|
Aug 11, 2023
Q2 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
50+ 0.24% |
$2.09K - $2.56K
|
20.5K
$1.96M
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
48New |
$2.01K - $2.45K
|
48
$4.59K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
13+ 1.12% |
$544 - $664
|
1.17K
$112K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
13+ 1.12% |
$544 - $664
|
1.17K
$112K
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
12New |
$503 - $613
|
12
$1.15K
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
6New |
$251 - $307
|
6
$574
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3+ 0.1% |
$126 - $153
|
2.87K
$274K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.59% |
$41.9 - $51.1
|
169
$16.2K
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4- 8.51% |
$168 - $204
|
43
$4.11K
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5- 1.8% |
$209 - $256
|
273
$26.1K
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-6- 0.02% |
$251 - $307
|
35K
$3.34M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10- 1.34% |
$419 - $511
|
737
$70.5K
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-15- 19.48% |
$628 - $767
|
62
$5.93K
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-38- 0.21% |
$1.59K - $1.94K
|
17.9K
$1.71M
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-99- 2.28% |
$4.15K - $5.06K
|
4.24K
$406K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-113- 24.41% |
$4.73K - $5.77K
|
350
$33.5K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-169- 8.81% |
$7.08K - $8.64K
|
1.75K
$167K
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-190- 1.3% |
$7.96K - $9.71K
|
14.5K
$1.38M
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-258- 6.73% |
$10.8K - $13.2K
|
3.57K
$342K
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
SELL
|
- |
-325- 2.73% |
$13.6K - $16.6K
|
11.6K
$1.11M
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-353- 0.61% |
$14.8K - $18K
|
57.8K
$5.52M
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-423- 99.76% |
$17.7K - $21.6K
|
1
$95.6
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-441- 1.05% |
$18.5K - $22.5K
|
41.5K
$3.96M
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-799- 11.43% |
$33.5K - $40.8K
|
6.19K
$592K
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-823- 88.4% |
$34.5K - $42.1K
|
108
$10.3K
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-846- 7.14% |
$35.4K - $43.2K
|
11K
$1.05M
|
|
Aug 11, 2023
Q2 2023
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-857- 1.91% |
$35.9K - $43.8K
|
44.1K
$4.22M
|
|
Aug 14, 2023
Q2 2023
|
Bamco Inc
New York, NY |
SELL
|
- |
-875- 1.52% |
$36.6K - $44.7K
|
56.8K
$5.43M
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-1.16K- 21.95% |
$48.6K - $59.3K
|
4.13K
$395K
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.22K- 2.37% |
$51.2K - $62.5K
|
50.4K
$4.81M
|
|
Aug 11, 2023
Q2 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-1.26K- 7.6% |
$52.8K - $64.4K
|
15.3K
$1.47M
|
|
Aug 14, 2023
Q2 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-1.3K- 1.53% |
$54.4K - $66.4K
|
83.5K
$7.98M
|
|
Dec 19, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.59K- 7.59% |
$66.5K - $81.1K
|
19.3K
$1.85M
|