Institutional Ownership Ptc Inc. (PTC)
This table provides information about the institutional ownership of Ptc Inc. (PTC). We have compiled data on the 651 institutions that hold shares in the stock, with a total of 120 Million shares, which have been reported (via 13F filing form) to have a value of $22.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
335
shares
|
$63,147
0.0% of portfolio
|
Q2 2024
Reduced 31.63%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
300
shares
|
$56,550
0.01% of portfolio
|
Q4 2021
Reduced 76.38%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
295
shares
|
$55,607
0.01% of portfolio
|
Q4 2023
Reduced 94.35%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
292
shares
|
$55,042
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
273
shares
|
$51,460
0.0% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
273
shares
|
$51,460
0.0% of portfolio
|
Q3 2024
Added 3800.0%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
269
shares
|
$50,706
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
263
shares
|
$49,575
0.0% of portfolio
|
Q3 2024
Reduced 25.71%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
253
shares
|
$47,690
0.0% of portfolio
|
Q3 2024
Reduced 46.74%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
247
shares
|
$46,559
0.01% of portfolio
|
Q3 2024
Added 142.16%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
233
shares
|
$43,920
0.0% of portfolio
|
Q2 2024
Added 66.43%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
226
shares
|
$42,601
0.01% of portfolio
|
Q1 2024
Added 15.9%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
221
shares
|
$41,658
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
218
shares
|
$41,093
0.0% of portfolio
|
Q3 2024
Added 6.34%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
200
shares
|
$37,700
0.06% of portfolio
|
Q1 2024
Reduced 3.85%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
200
shares
|
$37,700
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
193
shares
|
$36,380
0.02% of portfolio
|
Q3 2024
Added 70.8%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
193
shares
|
$36,380
0.0% of portfolio
|
Q3 2024
Reduced 8.1%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
187
shares
|
$35,249
0.03% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Jul 19, 2024 Q2 2024 |
180
shares
|
$33,930
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
175
shares
|
$32,987
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
170
shares
|
$32,045
0.01% of portfolio
|
Q3 2024
Added 240.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
165
shares
|
$31,102
0.0% of portfolio
|
Q3 2024
Reduced 6.78%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
149
shares
|
$28,086
0.0% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
146
shares
|
$27,521
0.0% of portfolio
|
Q3 2024
Added 5.8%
|