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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
139+ 2.42% |
$9.65K - $13.5K
|
5.88K
$315K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
130+ 71.04% |
$9.02K - $12.6K
|
313
$16.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
120+ 0.62% |
$8.33K - $11.7K
|
19.6K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
115New |
$7.98K - $11.2K
|
115
$6.16K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
111New |
$7.71K - $10.8K
|
111
$5.94K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
104New |
$7.22K - $10.1K
|
104
$5.57K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
75+ 0.45% |
$5.21K - $7.3K
|
16.6K
$889K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
72+ 22.09% |
$5K - $7K
|
398
$21.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
52+ 12.26% |
$3.61K - $5.06K
|
476
$25.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
51+ 0.09% |
$3.54K - $4.96K
|
54.9K
$2.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
37+ 925.0% |
$2.57K - $3.6K
|
41
$2.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus Fund Advisers, LLC
Hartford, CT |
BUY
|
- |
26+ 3.52% |
$1.8K - $2.53K
|
765
$41K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
26+ 650.0% |
$1.8K - $2.53K
|
30
$1.61K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
22New |
$1.53K - $2.14K
|
22
$1.18K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
19+ 1.95% |
$1.32K - $1.85K
|
991
$53.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
18New |
$1.25K - $1.75K
|
18
$964
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
16+ 48.48% |
$1.11K - $1.56K
|
49
$2.62K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
12+ 0.25% |
$833 - $1.17K
|
4.79K
$257K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
10+ 0.07% |
$694 - $973
|
14.3K
$765K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8+ 10.0% |
$555 - $778
|
88
$4.71K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
7+ 0.84% |
$486 - $681
|
842
$45.1K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
7New |
$486 - $681
|
7
$375
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7+ 29.17% |
$486 - $681
|
31
$1.66K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
6New |
$417 - $584
|
6
$321
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
6+ 1.62% |
$417 - $584
|
376
$20.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 35.71% |
$347 - $486
|
19
$1.02K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4New |
$278 - $389
|
4
$214
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3+ 1.96% |
$208 - $292
|
156
$8.35K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3New |
$208 - $292
|
3
$161
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 5.36% |
$208 - $292
|
59
$3.16K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
3+ 1.23% |
$208 - $292
|
247
$13.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2New |
$139 - $195
|
2
$107
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2New |
$139 - $195
|
2
$107
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$69.4 - $97.3
|
1
$53.5
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 14.29% |
$69.4 - $97.3
|
8
$428
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-5- 0.64% |
$347 - $486
|
780
$41.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-10- 1.85% |
$694 - $973
|
532
$28.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-17- 0.58% |
$1.18K - $1.65K
|
2.91K
$156K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-40- 32.52% |
$2.78K - $3.89K
|
83
$4.44K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-43- 0.26% |
$2.99K - $4.18K
|
16.7K
$894K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-48- 7.72% |
$3.33K - $4.67K
|
574
$30.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-54- 0.69% |
$3.75K - $5.25K
|
7.73K
$414K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-62- 2.21% |
$4.3K - $6.03K
|
2.75K
$147K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-68- 0.11% |
$4.72K - $6.62K
|
60.3K
$3.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-69- 78.41% |
$4.79K - $6.71K
|
19
$1.02K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-72- 1.17% |
$5K - $7K
|
6.07K
$325K
|
|
|
Jul 02, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-90- 2.28% |
$6.25K - $8.76K
|
3.85K
$206K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-90- 11.11% |
$6.25K - $8.76K
|
720
$38.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-117- 3.84% |
$8.12K - $11.4K
|
2.93K
$157K
|