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 |
---|---|---|---|---|---|---|---|
Oct 11, 2022
Q3 2022
|
Pflug Koory, LLC
|
BUY
|
- |
86New |
$8.62K - $10.8K
|
86
$18.1K
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
25New |
$2.51K - $3.15K
|
25
$5.26K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
20+ 5.39% |
$2.01K - $2.52K
|
391
$82.3K
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
13+ 21.67% |
$1.3K - $1.64K
|
73
$15.4K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5New |
$501 - $629
|
5
$1.05K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
4New |
$401 - $503
|
4
$842
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1New |
$100 - $126
|
1
$210
|
|
Q2 2022 | |||||||
Aug 11, 2022
Q2 2022
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
6KNew |
$586K - $718K
|
6K
$1.26M
|
|
Aug 12, 2022
Q2 2022
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
3.08KNew |
$301K - $369K
|
3.08K
$648K
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.88KNew |
$184K - $225K
|
1.88K
$396K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
512New |
$50K - $61.3K
|
512
$108K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
43New |
$4.2K - $5.15K
|
43
$9.05K
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2022 | |||||||
Apr 08, 2025
Q1 2022
|
Cooper Investors Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
2.63K+ 0.54% |
$267K - $324K
|
487K
$103M
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
395New |
$40.1K - $48.6K
|
395
$83.1K
|
|
May 16, 2022
Q1 2022
|
Achmea Investment Management B.V.
|
BUY
|
- |
200New |
$20.3K - $24.6K
|
200
$42.1K
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
BUY
|
CALL |
100+ 100.0% |
$10.2K - $12.3K
|
200
$42.1K
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
10New |
$1.02K - $1.23K
|
10
$2.1K
|
|
Q4 2021 | |||||||
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
4.6KNew |
$487K - $597K
|
4.6K
$968K
|
|
Feb 10, 2022
Q4 2021
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
1.06KNew |
$112K - $138K
|
1.06K
$223K
|
|
Jan 19, 2022
Q4 2021
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
171+ 6.5% |
$18.1K - $22.2K
|
2.8K
$589K
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
24New |
$2.54K - $3.12K
|
24
$5.05K
|
|
Q3 2021 | |||||||
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
499New |
$59.8K - $76.2K
|
499
$105K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
35New |
$4.19K - $5.34K
|
35
$7.37K
|
|
Nov 04, 2021
Q3 2021
|
Close Asset Management LTD
|
BUY
|
- |
25+ 33.33% |
$2.99K - $3.82K
|
100
$21K
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
8New |
$958 - $1.22K
|
8
$1.68K
|
|
Q2 2021 | |||||||
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
22.4KNew |
$2.81M - $3.33M
|
22.4K
$4.71M
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
1.43KNew |
$179K - $213K
|
1.43K
$301K
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
8.6K+ 186.96% |
$698K - $1.03M
|
13.2K
$2.78M
|
|
Feb 09, 2021
Q4 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
400New |
$32.5K - $48.1K
|
400
$84.2K
|
|
Feb 04, 2021
Q4 2020
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
14New |
$1.14K - $1.68K
|
14
$2.95K
|
|
Jan 28, 2021
Q4 2020
|
Time Scale Financial, Inc.
|
BUY
|
- |
10New |
$812 - $1.2K
|
10
$2.1K
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
133New |
$10.2K - $13K
|
133
$28K
|
|
Q1 2020 | |||||||
Apr 16, 2020
Q1 2020
|
Westside Investment Management, Inc.
|
BUY
|
- |
50New |
$2.42K - $4.43K
|
50
$10.5K
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
80New |
$5.02K - $6.17K
|
80
$16.8K
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Ubs Group Ag
|
BUY
|
PUT |
150K+ 1227.05% |
$9.51M - $13.9M
|
162K
$34.1M
|
|
Nov 14, 2019
Q3 2019
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
10KNew |
$635K - $930K
|
10K
$2.1M
|
|
Q2 2019 | |||||||
Aug 27, 2019
Q2 2019
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
22.4KNew |
$1.81M - $2.28M
|
22.4K
$4.72M
|
|
Jul 09, 2019
Q2 2019
|
Supplemental Annuity Collective Trust Of Nj
|
BUY
|
- |
1K+ 20.0% |
$80.9K - $102K
|
6K
$1.26M
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
28.7K+ 345.78% |
$2.24M - $2.73M
|
37K
$7.79M
|
|
Mar 24, 2023
Q1 2019
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
160+ 355.56% |
$12.5K - $15.2K
|
205
$43.1K
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
68New |
$6.21K - $7.22K
|
68
$14.3K
|
|
Oct 03, 2018
Q3 2018
|
Sound Income Strategies, LLC
|
BUY
|
- |
21New |
$1.92K - $2.23K
|
21
$4.42K
|
|
Q2 2018 | |||||||
Aug 13, 2018
Q2 2018
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
55+ 275.0% |
$4.22K - $5.5K
|
75
$15.8K
|
|
Aug 01, 2018
Q2 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
25New |
$1.92K - $2.5K
|
25
$5.26K
|
|
Q4 2017 | |||||||
Feb 08, 2018
Q4 2017
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.2KNew |
$67.5K - $79.7K
|
1.2K
$253K
|
|
Q3 2017 | |||||||
Nov 14, 2017
Q3 2017
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
18New |
$946 - $1.02K
|
18
$3.79K
|
|
Q2 2017 | |||||||
Jun 03, 2019
Q2 2017
|
Ifp Advisors, Inc
|
BUY
|
CALL |
1.4KNew |
N/A
|
1.4K
$295K
|
|
Q4 2015 | |||||||
Jan 29, 2018
Q4 2015
|
Bailard, Inc.
|
BUY
|
- |
24.7KNew |
N/A
|
24.7K
$5.19M
|