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 |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
19New |
$2.34K - $2.73K
|
19
$4K
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
16New |
$1.97K - $2.3K
|
16
$3.37K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
7New |
$863 - $1.01K
|
7
$1.47K
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
3+ 100.0% |
$370 - $431
|
6
$1.26K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
16.6K+ 53.27% |
$1.95M - $2.3M
|
47.9K
$10.1M
|
|
May 15, 2023
Q1 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
4.42KNew |
$519K - $611K
|
4.42K
$931K
|
|
May 11, 2023
Q1 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
3.37KNew |
$395K - $465K
|
3.37K
$709K
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
2.17KNew |
$255K - $300K
|
2.17K
$458K
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
1.94KNew |
$227K - $267K
|
1.94K
$407K
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
1.51K+ 4.13% |
$178K - $209K
|
38.2K
$8.04M
|
|
May 12, 2023
Q1 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
734+ 41.05% |
$86.1K - $101K
|
2.52K
$531K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
136+ 59.91% |
$16K - $18.8K
|
363
$76.4K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
87New |
$10.2K - $12K
|
87
$18.3K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
18New |
$2.11K - $2.49K
|
18
$3.79K
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
4New |
$469 - $552
|
4
$842
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$235 - $276
|
2
$421
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 8.33% |
$117 - $138
|
13
$2.74K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
999KNew |
$106M - $132M
|
999K
$210M
|
|
Feb 21, 2023
Q4 2022
|
Graphene Investments Sas
Paris, I0 |
BUY
|
- |
23.3KNew |
$2.46M - $3.08M
|
23.3K
$4.9M
|
|
Feb 14, 2023
Q4 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
17.6KNew |
$1.86M - $2.32M
|
17.6K
$3.7M
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
14.6KNew |
$1.54M - $1.93M
|
14.6K
$3.07M
|
|
Feb 14, 2023
Q4 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
7KNew |
$739K - $924K
|
7K
$1.47M
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
5.39KNew |
$569K - $712K
|
5.39K
$1.13M
|
|
Feb 10, 2023
Q4 2022
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
4KNew |
$422K - $528K
|
4K
$842K
|
|
Jan 26, 2023
Q4 2022
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
2.8KNew |
$296K - $370K
|
2.8K
$589K
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
2.32KNew |
$245K - $306K
|
2.32K
$488K
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.8K+ 69.52% |
$190K - $238K
|
4.39K
$925K
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
1.48K+ 22.22% |
$157K - $196K
|
8.16K
$1.72M
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
611+ 178.13% |
$64.5K - $80.7K
|
954
$201K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
558New |
$58.9K - $73.7K
|
558
$117K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
171New |
$18.1K - $22.6K
|
171
$36K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
150New |
$15.8K - $19.8K
|
150
$31.6K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
125New |
$13.2K - $16.5K
|
125
$26.3K
|
|
Feb 13, 2023
Q4 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
110New |
$11.6K - $14.5K
|
110
$23.2K
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
50New |
$5.28K - $6.6K
|
50
$10.5K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
36+ 0.84% |
$3.8K - $4.75K
|
4.32K
$910K
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
31New |
$3.27K - $4.09K
|
31
$6.52K
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
10New |
$1.06K - $1.32K
|
10
$2.1K
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
9+ 100.0% |
$950 - $1.19K
|
18
$3.79K
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
5New |
$528 - $660
|
5
$1.05K
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5New |
$528 - $660
|
5
$1.05K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
30.1KNew |
$3.02M - $3.79M
|
30.1K
$6.34M
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
13.2KNew |
$1.32M - $1.66M
|
13.2K
$2.77M
|
|
Nov 10, 2022
Q3 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
4.4K+ 43.04% |
$441K - $553K
|
14.6K
$3.07M
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
2.54K+ 11.09% |
$254K - $319K
|
25.4K
$5.35M
|
|
Oct 25, 2022
Q3 2022
|
Aubrey Capital Management LTD
Edinburgh, X0 |
BUY
|
- |
1.24K+ 43.77% |
$124K - $156K
|
4.08K
$858K
|
|
Nov 14, 2022
Q3 2022
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
757New |
$75.9K - $95.2K
|
757
$159K
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
604New |
$60.6K - $76K
|
604
$127K
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
595+ 2.08% |
$59.7K - $74.9K
|
29.2K
$6.14M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
539New |
$54K - $67.8K
|
539
$113K
|