Purchases and Sales Made in Q3 2024 in Pegasystems Inc (PEGA)
This table provides information about the institutional ownership of Pegasystems Inc (PEGA) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
123New |
$7.02K - $9.02K
|
123
$11.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
110+ 48.89% |
$6.28K - $8.07K
|
335
$31.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
100+ 909.09% |
$5.71K - $7.34K
|
111
$10.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
93+ 2.53% |
$5.31K - $6.82K
|
3.77K
$354K
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
80+ 0.41% |
$4.57K - $5.87K
|
19.5K
$1.83M
|
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
64+ 0.46% |
$3.65K - $4.7K
|
13.9K
$1.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
61New |
$3.48K - $4.47K
|
61
$5.73K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
53+ 196.3% |
$3.02K - $3.89K
|
80
$7.52K
|
|
|
Nov 25, 2024
Q3 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
38+ 1.11% |
$2.17K - $2.79K
|
3.47K
$326K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37+ 0.04% |
$2.11K - $2.71K
|
83.8K
$7.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
37New |
$2.11K - $2.71K
|
37
$3.48K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
33New |
$1.88K - $2.42K
|
33
$3.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
33+ 0.78% |
$1.88K - $2.42K
|
4.25K
$399K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
29+ 3.81% |
$1.66K - $2.13K
|
790
$74.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
29New |
$1.66K - $2.13K
|
29
$2.73K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
27New |
$1.54K - $1.98K
|
27
$2.54K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25+ 3.39% |
$1.43K - $1.83K
|
763
$71.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
18+ 2.97% |
$1.03K - $1.32K
|
624
$58.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
14New |
$799 - $1.03K
|
14
$1.32K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11+ 84.62% |
$628 - $807
|
24
$2.26K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
11+ 1.14% |
$628 - $807
|
972
$91.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8+ 4.82% |
$457 - $587
|
174
$16.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
7New |
$399 - $514
|
7
$658
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
5New |
$285 - $367
|
5
$470
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
5+ 2.09% |
$285 - $367
|
244
$22.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2New |
$114 - $147
|
2
$188
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 7.69% |
$57.1 - $73.4
|
14
$1.32K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 16.67% |
$57.1 - $73.4
|
7
$658
|
|
|
Nov 14, 2024
Q3 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2- 0.71% |
$114 - $147
|
281
$26.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-5- 11.63% |
$285 - $367
|
38
$3.57K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-11- 2.95% |
$628 - $807
|
362
$34K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-14- 0.27% |
$799 - $1.03K
|
5.09K
$479K
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-18- 0.34% |
$1.03K - $1.32K
|
5.32K
$500K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-38- 0.85% |
$2.17K - $2.79K
|
4.43K
$416K
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-56- 1.95% |
$3.2K - $4.11K
|
2.81K
$264K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-78- 58.21% |
$4.45K - $5.72K
|
56
$5.26K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-98- 2.73% |
$5.59K - $7.19K
|
3.5K
$329K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-143- 1.08% |
$8.16K - $10.5K
|
13.1K
$1.23M
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-145- 3.26% |
$8.28K - $10.6K
|
4.31K
$405K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-176- 0.42% |
$10K - $12.9K
|
41.3K
$3.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
SELL
|
- |
-188- 3.23% |
$10.7K - $13.8K
|
5.64K
$530K
|
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-198- 3.0% |
$11.3K - $14.5K
|
6.41K
$602K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-236- 70.24% |
$13.5K - $17.3K
|
100
$9.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-237- 6.11% |
$13.5K - $17.4K
|
3.64K
$342K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-341- 2.34% |
$19.5K - $25K
|
14.2K
$1.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-457- 34.89% |
$26.1K - $33.5K
|
853
$80.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-592- 52.44% |
$33.8K - $43.4K
|
537
$50.5K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-686- 9.76% |
$39.2K - $50.3K
|
6.34K
$596K
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-700- 2.82% |
$39.9K - $51.4K
|
24.1K
$2.27M
|