Latest Institutional Purchases of Ptc Inc. (PTC)
This list provides information on the latest institutional transactions involving Ptc Inc. (PTC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
120New |
$20.5K - $22.6K
|
120
$25.3K
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
53+ 4.41% |
$9.04K - $9.97K
|
1.25K
$264K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
29New |
$4.95K - $5.46K
|
29
$6.1K
|
|
Jul 22, 2024
Q2 2024
|
Delta Capital Management LLC
|
BUY
|
- |
20+ 1.71% |
$3.41K - $3.76K
|
1.19K
$250K
|
|
Aug 14, 2024
Q2 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
19+ 0.31% |
$3.24K - $3.57K
|
6.1K
$1.28M
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
18New |
$3.07K - $3.39K
|
18
$3.79K
|
|
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
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
5+ 0.44% |
$853 - $941
|
1.13K
$238K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
5+ 0.24% |
$853 - $941
|
2.06K
$433K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
4New |
$682 - $752
|
4
$842
|
|
Jun 10, 2025
Q2 2024
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
3New |
$512 - $564
|
3
$631
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
2New |
$341 - $376
|
2
$421
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1+ 8.33% |
$171 - $188
|
13
$2.74K
|
|
Q1 2024 | |||||||
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
636KNew |
$105M - $121M
|
636K
$134M
|
|
May 14, 2024
Q1 2024
|
Matrix Capital Management Company, LP
Waltham, MA |
BUY
|
- |
297KNew |
$49.2M - $56.5M
|
297K
$62.5M
|
|
May 10, 2024
Q1 2024
|
Keystone Investors Pte LTD
Singapore, U0 |
BUY
|
- |
12KNew |
$1.99M - $2.28M
|
12K
$2.53M
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
11.4K+ 2.29% |
$1.9M - $2.18M
|
510K
$107M
|
|
May 14, 2024
Q1 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
10.7KNew |
$1.77M - $2.03M
|
10.7K
$2.25M
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
2.87KNew |
$476K - $546K
|
2.87K
$604K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.64KNew |
$438K - $502K
|
2.64K
$555K
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
2.02KNew |
$336K - $385K
|
2.02K
$426K
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
CALL |
2K+ 76.92% |
$332K - $381K
|
4.6K
$968K
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.5KNew |
$249K - $285K
|
1.5K
$316K
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.27KNew |
$210K - $241K
|
1.27K
$266K
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.25KNew |
$207K - $238K
|
1.25K
$263K
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
1.11KNew |
$184K - $211K
|
1.11K
$234K
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.11KNew |
$183K - $210K
|
1.11K
$233K
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
514+ 97.35% |
$85.2K - $97.8K
|
1.04K
$219K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
383+ 13.0% |
$63.5K - $72.9K
|
3.33K
$701K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
170+ 12.6% |
$28.2K - $32.3K
|
1.52K
$320K
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
124New |
$20.6K - $23.6K
|
124
$26.1K
|
|
May 13, 2024
Q1 2024
|
Merlin Capital LLC
|
BUY
|
- |
76+ 1.93% |
$12.6K - $14.5K
|
4.01K
$843K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
49+ 4900.0% |
$8.13K - $9.32K
|
50
$10.5K
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
46New |
$7.63K - $8.75K
|
46
$9.68K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
14New |
$2.32K - $2.66K
|
14
$2.95K
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5New |
$829 - $951
|
5
$1.05K
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2New |
$332 - $381
|
2
$421
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1New |
$166 - $190
|
1
$210
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$166 - $190
|
1
$210
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
111KNew |
$15.1M - $19.6M
|
111K
$23.4M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
36KNew |
$4.9M - $6.34M
|
36K
$7.59M
|
|
Feb 14, 2024
Q4 2023
|
Nishkama Capital, LLC
Dorado, PR |
BUY
|
- |
31.9KNew |
$4.34M - $5.62M
|
31.9K
$6.72M
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
21.9KNew |
$2.98M - $3.86M
|
21.9K
$4.62M
|
|
Feb 13, 2024
Q4 2023
|
Shannon River Fund Management LLC
|
BUY
|
- |
19.2KNew |
$2.6M - $3.37M
|
19.2K
$4.03M
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
13.6KNew |
$1.85M - $2.39M
|
13.6K
$2.86M
|
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
12.3K+ 1.81% |
$1.67M - $2.16M
|
691K
$145M
|
|
Feb 14, 2024
Q4 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
5.53KNew |
$752K - $973K
|
5.53K
$1.16M
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
5.24KNew |
$712K - $922K
|
5.24K
$1.1M
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
4.34KNew |
$590K - $763K
|
4.34K
$913K
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.47KNew |
$471K - $610K
|
3.47K
$729K
|