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 |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
73+ 3.32% |
$11.2K - $14.1K
|
2.27K
$478K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
70+ 1.9% |
$10.7K - $13.5K
|
3.76K
$790K
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
65+ 0.1% |
$9.96K - $12.6K
|
63.1K
$13.3M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
61+ 406.67% |
$9.35K - $11.8K
|
76
$16K
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
60New |
$9.2K - $11.6K
|
60
$12.6K
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
59+ 15.53% |
$9.04K - $11.4K
|
439
$92.4K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
59+ 31.38% |
$9.04K - $11.4K
|
247
$52K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
58+ 23.58% |
$8.89K - $11.2K
|
304
$64K
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
57+ 77.03% |
$8.74K - $11K
|
131
$27.6K
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
52New |
$7.97K - $10.1K
|
52
$10.9K
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
47New |
$7.21K - $9.09K
|
47
$9.89K
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
45+ 80.36% |
$6.9K - $8.71K
|
101
$21.3K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
43+ 56.58% |
$6.59K - $8.32K
|
119
$25K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
42+ 29.37% |
$6.44K - $8.13K
|
185
$38.9K
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
35+ 2.41% |
$5.37K - $6.77K
|
1.49K
$313K
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
35+ 30.97% |
$5.37K - $6.77K
|
148
$31.1K
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
31New |
$4.75K - $6K
|
31
$6.52K
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
25+ 1.0% |
$3.83K - $4.84K
|
2.51K
$529K
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
22+ 0.88% |
$3.37K - $4.26K
|
2.51K
$528K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
21+ 0.66% |
$3.22K - $4.06K
|
3.2K
$673K
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
20+ 38.46% |
$3.07K - $3.87K
|
72
$15.2K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
19+ 41.3% |
$2.91K - $3.68K
|
65
$13.7K
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
18New |
$2.76K - $3.48K
|
18
$3.79K
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
18+ 7.96% |
$2.76K - $3.48K
|
244
$51.4K
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
16+ 0.07% |
$2.45K - $3.1K
|
23K
$4.84M
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
16+ 31.37% |
$2.45K - $3.1K
|
67
$14.1K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
16+ 34.04% |
$2.45K - $3.1K
|
63
$13.3K
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
15New |
$2.3K - $2.9K
|
15
$3.16K
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
14+ 700.0% |
$2.15K - $2.71K
|
16
$3.37K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
14+ 0.37% |
$2.15K - $2.71K
|
3.83K
$805K
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
13+ 0.24% |
$1.99K - $2.52K
|
5.54K
$1.17M
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
10+ 8.93% |
$1.53K - $1.93K
|
122
$25.7K
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
10+ 0.1% |
$1.53K - $1.93K
|
10.3K
$2.17M
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
10New |
$1.53K - $1.93K
|
10
$2.1K
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
9New |
$1.38K - $1.74K
|
9
$1.89K
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
9+ 0.19% |
$1.38K - $1.74K
|
4.87K
$1.02M
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
8+ 1.77% |
$1.23K - $1.55K
|
460
$96.8K
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
7New |
$1.07K - $1.35K
|
7
$1.47K
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
7New |
$1.07K - $1.35K
|
7
$1.47K
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
6+ 85.71% |
$920 - $1.16K
|
13
$2.74K
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
6+ 0.17% |
$920 - $1.16K
|
3.53K
$743K
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
5New |
$767 - $967
|
5
$1.05K
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
5+ 19.23% |
$767 - $967
|
31
$6.52K
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 17.86% |
$767 - $967
|
33
$6.95K
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 166.67% |
$767 - $967
|
8
$1.68K
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
4New |
$613 - $774
|
4
$842
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4New |
$613 - $774
|
4
$842
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
4New |
$613 - $774
|
4
$842
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
4New |
$613 - $774
|
4
$842
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
4New |
$613 - $774
|
4
$842
|