Purchases and Sales Made in Q2 2025 in Pegasystems Inc (PEGA)
This table provides information about the institutional ownership of Pegasystems Inc (PEGA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
51.4KNew |
$2.57M - $5.31M
|
51.4K
$2.75M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
42.8K+ 255.96% |
$2.14M - $4.42M
|
59.5K
$3.19M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
30.9KNew |
$1.54M - $3.19M
|
30.9K
$1.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
18.9K+ 205.54% |
$943K - $1.95M
|
28.1K
$1.5M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
5.67KNew |
$283K - $585K
|
5.67K
$303K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
4.53KNew |
$226K - $467K
|
4.53K
$242K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
4.34K+ 117.29% |
$217K - $448K
|
8.03K
$430K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
4.33KNew |
$216K - $447K
|
4.33K
$232K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
3.99K+ 56.93% |
$199K - $412K
|
11K
$589K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.13K+ 108.45% |
$156K - $324K
|
6.02K
$322K
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
3K+ 100.0% |
$150K - $310K
|
6K
$321K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.67K+ 271.54% |
$133K - $276K
|
3.66K
$196K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.35K+ 220.2% |
$67.5K - $140K
|
1.97K
$105K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
895+ 175.15% |
$44.7K - $92.4K
|
1.41K
$75.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
449+ 159.79% |
$22.4K - $46.4K
|
730
$39.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
66New |
$3.3K - $6.82K
|
66
$3.53K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
27+ 100.0% |
$1.35K - $2.79K
|
54
$2.89K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-82- 82.0% |
$4.1K - $8.47K
|
18
$964
|