Purchases and Sales Made in Q4 2024 in Pegasystems Inc (PEGA)
This table provides information about the institutional ownership of Pegasystems Inc (PEGA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.46KNew |
$170K - $239K
|
2.46K
$169K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.45KNew |
$170K - $239K
|
2.45K
$169K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.43KNew |
$168K - $236K
|
2.43K
$167K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.37KNew |
$164K - $230K
|
2.37K
$163K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.37KNew |
$164K - $230K
|
2.37K
$163K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
2.36KNew |
$164K - $230K
|
2.36K
$163K
|
|
|
Feb 14, 2025
Q4 2024
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
2.35KNew |
$163K - $228K
|
2.35K
$162K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.34KNew |
$162K - $228K
|
2.34K
$161K
|
|
|
Feb 14, 2025
Q4 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
2.32KNew |
$161K - $226K
|
2.32K
$160K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.32KNew |
$161K - $225K
|
2.32K
$160K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
2.3KNew |
$160K - $224K
|
2.3K
$159K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.18KNew |
$152K - $212K
|
2.18K
$151K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
2.17KNew |
$151K - $211K
|
2.17K
$150K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.15K+ 33.64% |
$149K - $209K
|
8.54K
$589K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.11K+ 15.55% |
$146K - $205K
|
15.7K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.88K+ 16.0% |
$131K - $183K
|
13.6K
$940K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.77K+ 41.75% |
$123K - $172K
|
6.02K
$415K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.61K+ 448.32% |
$111K - $156K
|
1.96K
$135K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.6K+ 42.71% |
$111K - $155K
|
5.33K
$368K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.3K+ 59.29% |
$90.4K - $127K
|
3.5K
$241K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.16K+ 20.62% |
$80.2K - $112K
|
6.76K
$466K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.02K+ 5.67% |
$71.1K - $99.6K
|
19.1K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1.01K+ 37.39% |
$70.3K - $98.5K
|
3.72K
$257K
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1K+ 1.2% |
$69.4K - $97.3K
|
84K
$5.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
991+ 22.38% |
$68.8K - $96.4K
|
5.42K
$374K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
937+ 24.89% |
$65K - $91.2K
|
4.7K
$324K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
921+ 6.52% |
$63.9K - $89.6K
|
15K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
803+ 27.06% |
$55.7K - $78.1K
|
3.77K
$260K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
640+ 75.03% |
$44.4K - $62.3K
|
1.49K
$103K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
582+ 190.82% |
$40.4K - $56.6K
|
887
$61.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
506+ 0.74% |
$35.1K - $49.2K
|
68.5K
$4.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
487+ 8.64% |
$33.8K - $47.4K
|
6.12K
$422K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
472+ 61.86% |
$32.8K - $45.9K
|
1.24K
$85.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
465+ 5.95% |
$32.3K - $45.2K
|
8.28K
$571K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
410+ 11.72% |
$28.5K - $39.9K
|
3.91K
$269K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
398+ 28.57% |
$27.6K - $38.7K
|
1.79K
$123K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
351New |
$24.4K - $34.1K
|
351
$24.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
286+ 0.69% |
$19.9K - $27.8K
|
41.5K
$2.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
256+ 48.03% |
$17.8K - $24.9K
|
789
$54.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
229New |
$15.9K - $22.3K
|
229
$15.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
219+ 4.92% |
$15.2K - $21.3K
|
4.67K
$322K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
196+ 4.46% |
$13.6K - $19.1K
|
4.59K
$316K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
180New |
$12.5K - $17.5K
|
180
$12.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
167+ 150.45% |
$11.6K - $16.2K
|
278
$19.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
152+ 1.24% |
$10.6K - $14.8K
|
12.4K
$854K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
149+ 85.63% |
$10.3K - $14.5K
|
323
$22.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
141+ 1.71% |
$9.79K - $13.7K
|
8.4K
$579K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
139+ 2.42% |
$9.65K - $13.5K
|
5.88K
$405K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
130+ 71.04% |
$9.02K - $12.6K
|
313
$21.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
120+ 0.62% |
$8.33K - $11.7K
|
19.6K
$1.35M
|