Latest Institutional Transactions on Ptc Inc. (PTC)
This table provides information on the latest institutional transactions involving Ptc Inc. (PTC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4New |
$613 - $774
|
4
$842
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-151- 0.58% |
$23.1K - $29.2K
|
25.9K
$5.44M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
9New |
$1.38K - $1.74K
|
9
$1.89K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-217- 9.14% |
$33.3K - $42K
|
2.16K
$454K
|
|
|
Apr 17, 2025
Q1 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-336- 8.56% |
$51.5K - $65K
|
3.59K
$755K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-25- 86.21% |
$3.83K - $4.84K
|
4
$842
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.15KNew |
$483K - $609K
|
3.15K
$663K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
83+ 1.09% |
$12.7K - $16.1K
|
7.73K
$1.63M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1New |
$153 - $193
|
1
$210
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
SELL
|
- |
-535- 25.81% |
$82K - $104K
|
1.54K
$324K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-1.48K- 60.72% |
$227K - $287K
|
960
$202K
|
|
|
Apr 16, 2025
Q1 2025
|
Granite Shares Advisors LLC
|
BUY
|
- |
103+ 3.93% |
$15.8K - $19.9K
|
2.73K
$574K
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-81- 31.89% |
$12.4K - $15.7K
|
173
$36.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-54- 0.48% |
$8.28K - $10.4K
|
11.3K
$2.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
20+ 38.46% |
$3.07K - $3.87K
|
72
$15.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-541- 2.06% |
$82.9K - $105K
|
25.8K
$5.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
3.46KNew |
$531K - $670K
|
3.46K
$728K
|
|
|
Apr 16, 2025
Q1 2025
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
534+ 0.28% |
$81.9K - $103K
|
190K
$40M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-340- 12.63% |
$52.1K - $65.8K
|
2.35K
$495K
|
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-20K- 97.56% |
$3.07M - $3.87M
|
500
$105K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-17.4K- 72.26% |
$2.67M - $3.38M
|
6.7K
$1.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 6.38% |
$460 - $580
|
50
$10.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 17.86% |
$767 - $967
|
33
$6.95K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
473+ 16.53% |
$72.5K - $91.5K
|
3.33K
$702K
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
512+ 5.03% |
$78.5K - $99.1K
|
10.7K
$2.25M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
118+ 983.33% |
$18.1K - $22.8K
|
130
$27.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.36K- 41.14% |
$208K - $263K
|
1.94K
$409K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-128- 0.92% |
$19.6K - $24.8K
|
13.7K
$2.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-343K- 99.35% |
$52.6M - $66.4M
|
2.23K
$469K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-551K- 81.88% |
$84.4M - $107M
|
122K
$25.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-2.24K- 24.91% |
$343K - $433K
|
6.75K
$1.42M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
1New |
$153 - $193
|
1
$210
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-4- 57.14% |
$613 - $774
|
3
$631
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
9+ 0.19% |
$1.38K - $1.74K
|
4.87K
$1.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-27- 75.0% |
$4.14K - $5.22K
|
9
$1.89K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
2.31KNew |
$354K - $447K
|
2.31K
$486K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-6- 3.21% |
$920 - $1.16K
|
181
$38.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-163- 5.91% |
$25K - $31.5K
|
2.6K
$546K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-106- 23.09% |
$16.2K - $20.5K
|
353
$74.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
42+ 29.37% |
$6.44K - $8.13K
|
185
$38.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
167+ 11.8% |
$25.6K - $32.3K
|
1.58K
$333K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
98+ 200.0% |
$15K - $19K
|
147
$30.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.76K+ 161.12% |
$423K - $534K
|
4.47K
$941K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 166.67% |
$767 - $967
|
8
$1.68K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-93.8K- 11.94% |
$16.5M - $18.9M
|
692K
$146M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.43K+ 48.75% |
$603K - $692K
|
10.5K
$2.2M
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-801- 11.37% |
$141K - $162K
|
6.25K
$1.31M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-17K- 7.06% |
$2.99M - $3.44M
|
224K
$47.2M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
713+ 2.59% |
$125K - $144K
|
28.3K
$5.95M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
21New |
$3.7K - $4.24K
|
21
$4.42K
|
|