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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Torray LLC
|
BUY
|
- |
1.14KNew |
$187K - $213K
|
1.14K
$239K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.67KNew |
$275K - $313K
|
1.67K
$351K
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
1.49KNew |
$245K - $279K
|
1.49K
$313K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
38New |
$6.26K - $7.12K
|
38
$8K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
52New |
$8.57K - $9.74K
|
52
$10.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1New |
$165 - $187
|
1
$210
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
3New |
$495 - $562
|
3
$631
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-33- 27.27% |
$5.44K - $6.18K
|
88
$18.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
109New |
$18K - $20.4K
|
109
$22.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-3.74K- 74.3% |
$616K - $700K
|
1.29K
$272K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
1.54KNew |
$253K - $288K
|
1.54K
$323K
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
2.18KNew |
$359K - $408K
|
2.18K
$458K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.09K+ 23.39% |
$180K - $204K
|
5.76K
$1.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.25KNew |
$206K - $234K
|
1.25K
$263K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-31- 2.67% |
$5.11K - $5.81K
|
1.13K
$237K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.28K+ 786.5% |
$211K - $240K
|
1.45K
$304K
|
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-45- 3.29% |
$7.42K - $8.43K
|
1.32K
$279K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.77K- 3.38% |
$786K - $894K
|
137K
$28.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.39K- 66.15% |
$394K - $448K
|
1.22K
$258K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
12New |
$1.98K - $2.25K
|
12
$2.53K
|
|
|
Oct 15, 2024
Q3 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-911- 8.49% |
$150K - $171K
|
9.82K
$2.07M
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.5K- 40.0% |
$247K - $281K
|
2.25K
$474K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
120+ 240.0% |
$19.8K - $22.5K
|
170
$35.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
17New |
$2.8K - $3.18K
|
17
$3.58K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
18New |
$2.97K - $3.37K
|
18
$3.79K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
8.94KNew |
$1.47M - $1.67M
|
8.94K
$1.88M
|
|
| Q2 2024 | |||||||
|
Jun 10, 2025
Q2 2024
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
3New |
$512 - $564
|
3
$631
|
|
|
Aug 15, 2024
Q2 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
15KNew |
$2.56M - $2.82M
|
15K
$3.16M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
12KNew |
$2.05M - $2.26M
|
12K
$2.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
700+ 13.05% |
$119K - $132K
|
6.06K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-2.65K- 4.97% |
$452K - $499K
|
50.7K
$10.7M
|
|
|
Aug 14, 2024
Q2 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-44- 1.21% |
$7.51K - $8.28K
|
3.58K
$754K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.69KNew |
$459K - $506K
|
2.69K
$566K
|
|
|
Aug 14, 2024
Q2 2024
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
6.5KNew |
$1.11M - $1.22M
|
6.5K
$1.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.4KNew |
$239K - $263K
|
1.4K
$295K
|
|
|
Aug 14, 2024
Q2 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-47.3K- 14.15% |
$8.07M - $8.9M
|
287K
$60.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
266+ 8.18% |
$45.4K - $50K
|
3.52K
$740K
|
|
|
Aug 14, 2024
Q2 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
28.5KNew |
$4.87M - $5.36M
|
28.5K
$6M
|
|
|
Aug 14, 2024
Q2 2024
|
Avala Global LP
New York, NY |
SELL
|
- |
-57.2K- 20.17% |
$9.76M - $10.8M
|
226K
$47.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
19+ 0.31% |
$3.24K - $3.57K
|
6.1K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
13New |
$2.22K - $2.45K
|
13
$2.74K
|
|
|
Aug 13, 2024
Q2 2024
|
Pinnbrook Capital Management LP
|
BUY
|
- |
33.9K+ 328.48% |
$5.78M - $6.37M
|
44.2K
$9.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
5+ 0.44% |
$853 - $941
|
1.13K
$238K
|
|
|
Aug 13, 2024
Q2 2024
|
Penn Capital Management Company, LLC
Philadelphia, PA |
SELL
|
- |
-953- 8.91% |
$163K - $179K
|
9.74K
$2.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
3.14KNew |
$535K - $590K
|
3.14K
$660K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.22KNew |
$208K - $229K
|
1.22K
$257K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.52M+ 12.08% |
$259M - $286M
|
14.1M
$2.96B
|
|
|
Aug 13, 2024
Q2 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
443+ 15.76% |
$75.6K - $83.3K
|
3.25K
$685K
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
222KNew |
$37.8M - $41.7M
|
222K
$46.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
8.74K+ 642.65% |
$1.49M - $1.64M
|
10.1K
$2.13M
|
|