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 31, 2024
Q4 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
141+ 3.75% |
$19.2K - $24.8K
|
3.9K
$821K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-4.92K- 94.35% |
$669K - $866K
|
295
$62.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
185+ 10.34% |
$25.1K - $32.5K
|
1.97K
$415K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
15New |
$2.04K - $2.64K
|
15
$3.16K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-31- 88.57% |
$4.21K - $5.45K
|
4
$842
|
|
|
Jan 24, 2024
Q4 2023
|
Quilter PLC
|
BUY
|
- |
991New |
$135K - $174K
|
991
$209K
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
21.9KNew |
$2.98M - $3.86M
|
21.9K
$4.62M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
99New |
$13.4K - $17.4K
|
99
$20.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
1.24KNew |
$169K - $219K
|
1.24K
$262K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
30New |
$4.08K - $5.28K
|
30
$6.31K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
18New |
$2.45K - $3.17K
|
18
$3.79K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
239+ 13.93% |
$32.5K - $42K
|
1.96K
$411K
|
|
| Q3 2023 | |||||||
|
Apr 08, 2025
Q3 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
1.73KNew |
$237K - $254K
|
1.73K
$363K
|
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
2.39KNew |
$328K - $352K
|
2.39K
$504K
|
|
|
Nov 29, 2023
Q3 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
3.39KNew |
$466K - $499K
|
3.39K
$714K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
17New |
$2.33K - $2.5K
|
17
$3.58K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
153+ 72.86% |
$21K - $22.5K
|
363
$76.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
5.93KNew |
$814K - $872K
|
5.93K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.7KNew |
$234K - $250K
|
1.7K
$358K
|
|
|
Nov 14, 2023
Q3 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
453New |
$62.2K - $66.7K
|
453
$95.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-64- 36.57% |
$8.78K - $9.42K
|
111
$23.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Sandia Investment Management LP
Boston, MA |
BUY
|
- |
1.97KNew |
$270K - $290K
|
1.97K
$414K
|
|
|
Nov 14, 2023
Q3 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
5.81KNew |
$797K - $855K
|
5.81K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
88+ 1.14% |
$12.1K - $13K
|
7.78K
$1.64M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
25New |
$3.43K - $3.68K
|
25
$5.26K
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.98KNew |
$272K - $292K
|
1.98K
$417K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
23New |
$3.16K - $3.38K
|
23
$4.84K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-60Closed |
$8.24K - $8.83K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
10New |
$1.37K - $1.47K
|
10
$2.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
10+ 200.0% |
$1.37K - $1.47K
|
15
$3.16K
|
|
|
Nov 07, 2023
Q3 2023
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-3.44K- 3.87% |
$472K - $506K
|
85.5K
$18M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-68- 2.39% |
$9.33K - $10K
|
2.78K
$584K
|
|
|
Nov 03, 2023
Q3 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.5KNew |
$206K - $221K
|
1.5K
$316K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
7New |
$961 - $1.03K
|
7
$1.47K
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-16- 40.0% |
$2.2K - $2.35K
|
24
$5.05K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-34- 0.93% |
$4.67K - $5K
|
3.63K
$765K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
200New |
$27.5K - $29.4K
|
200
$42.1K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
41New |
$5.63K - $6.03K
|
41
$8.63K
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
BUY
|
- |
13New |
$1.78K - $1.91K
|
13
$2.74K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.09K- 29.0% |
$135K - $157K
|
2.67K
$562K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
40New |
$4.93K - $5.74K
|
40
$8.42K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
51New |
$6.29K - $7.32K
|
51
$10.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
3+ 100.0% |
$370 - $431
|
6
$1.26K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Sky Advisers, LLC
Houston, TX |
SELL
|
- |
-13.5K- 14.84% |
$1.67M - $1.94M
|
77.5K
$16.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
11.1KNew |
$1.36M - $1.59M
|
11.1K
$2.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Stanley Druckenmiller
Duquesne Family Office LLC | New York, Ny
|
BUY
|
- |
273KNew |
$33.7M - $39.3M
|
273K
$57.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Generation Investment Management LLP
London, X0 |
SELL
|
- |
-867K- 65.04% |
$107M - $124M
|
466K
$98.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-61- 61.0% |
$7.52K - $8.76K
|
39
$8.21K
|
|
|
Aug 11, 2023
Q2 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
2.32KNew |
$286K - $333K
|
2.32K
$489K
|
|
|
Aug 11, 2023
Q2 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
3.12KNew |
$385K - $448K
|
3.12K
$657K
|
|