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 |
---|---|---|---|---|---|---|---|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
17.1KNew |
$3.01M - $3.46M
|
17.1K
$3.61M
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
7.89KNew |
$1.39M - $1.59M
|
7.89K
$1.66M
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
350+ 7.0% |
$61.6K - $70.7K
|
5.35K
$1.13M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.98KNew |
$349K - $400K
|
1.98K
$417K
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-34- 7.17% |
$5.98K - $6.86K
|
440
$92.6K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-16- 0.77% |
$2.82K - $3.23K
|
2.08K
$437K
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.16KNew |
$204K - $235K
|
1.16K
$245K
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2New |
$352 - $404
|
2
$421
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
SELL
|
- |
-110K- 95.08% |
$19.4M - $22.2M
|
5.7K
$1.2M
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
1.09KNew |
$192K - $220K
|
1.09K
$230K
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
96New |
$16.9K - $19.4K
|
96
$20.2K
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-28- 0.71% |
$4.93K - $5.65K
|
3.92K
$825K
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 33.33% |
$880 - $1.01K
|
10
$2.1K
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
113+ 8.18% |
$19.9K - $22.8K
|
1.49K
$314K
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-22- 5.9% |
$3.87K - $4.44K
|
351
$73.9K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-100- 7.73% |
$17.6K - $20.2K
|
1.19K
$251K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7+ 87.5% |
$1.23K - $1.41K
|
15
$3.16K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-179- 5.77% |
$31.5K - $36.1K
|
2.93K
$616K
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-200- 5.71% |
$35.2K - $40.4K
|
3.3K
$695K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
448+ 29.34% |
$78.8K - $90.4K
|
1.98K
$416K
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-143- 7.0% |
$25.2K - $28.9K
|
1.9K
$400K
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-95- 7.83% |
$16.7K - $19.2K
|
1.12K
$235K
|
|
Q3 2024 | |||||||
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
1.7K+ 33.44% |
$281K - $319K
|
6.8K
$1.43M
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-175- 3.3% |
$28.8K - $32.8K
|
5.13K
$1.08M
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
29New |
$4.78K - $5.43K
|
29
$6.1K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2New |
$330 - $375
|
2
$421
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-158- 91.86% |
$26K - $29.6K
|
14
$2.95K
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-11.6KClosed |
$1.9M - $2.16M
|
0
$0
|
|
Nov 14, 2024
Q3 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
5.09KNew |
$840K - $954K
|
5.09K
$1.07M
|
|
Nov 14, 2024
Q3 2024
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
160K+ 69.97% |
$26.4M - $30M
|
389K
$81.8M
|
|
Nov 14, 2024
Q3 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
1.78K+ 131.39% |
$293K - $333K
|
3.13K
$659K
|
|
Nov 14, 2024
Q3 2024
|
Insight Holdings Group, LLC
New York, NY |
SELL
|
- |
-14K- 45.45% |
$2.31M - $2.62M
|
16.8K
$3.54M
|
|
Nov 14, 2024
Q3 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
31.8KNew |
$5.24M - $5.95M
|
31.8K
$6.69M
|
|
Nov 13, 2024
Q3 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
278+ 15.98% |
$45.8K - $52.1K
|
2.02K
$425K
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
20.4KNew |
$3.36M - $3.82M
|
20.4K
$4.29M
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16.1KNew |
$2.65M - $3.02M
|
16.1K
$3.39M
|
|
Nov 13, 2024
Q3 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
1.18KNew |
$195K - $221K
|
1.18K
$249K
|
|
Nov 13, 2024
Q3 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.24K+ 83.63% |
$205K - $232K
|
2.73K
$574K
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1+ 0.08% |
$165 - $187
|
1.28K
$270K
|
|
Nov 13, 2024
Q3 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
37+ 2.61% |
$6.1K - $6.93K
|
1.46K
$307K
|
|
Nov 13, 2024
Q3 2024
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-102- 10.56% |
$16.8K - $19.1K
|
864
$182K
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-8- 8.6% |
$1.32K - $1.5K
|
85
$17.9K
|
|
Nov 13, 2024
Q3 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1- 0.02% |
$165 - $187
|
4.45K
$936K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-5- 0.4% |
$824 - $937
|
1.25K
$262K
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
BUY
|
- |
3.7KNew |
$610K - $693K
|
3.7K
$779K
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-60K- 8.4% |
$9.89M - $11.2M
|
655K
$138M
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
SELL
|
- |
-2.53K- 63.27% |
$417K - $474K
|
1.47K
$309K
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
2.88K+ 72.86% |
$475K - $540K
|
6.84K
$1.44M
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
10New |
$1.65K - $1.87K
|
10
$2.1K
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-52.6K- 71.56% |
$8.66M - $9.85M
|
20.9K
$4.4M
|