Institutional Ownership Ptc Inc. (PTC)
This table provides information about the institutional ownership of Ptc Inc. (PTC). We have compiled data on the 652 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 $23.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
50
shares
|
$9,882
0.0% of portfolio
|
Q2 2022
Reduced 62.96%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
49
shares
|
$9,684
0.0% of portfolio
|
Q3 2024
Reduced 30.0%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
47
shares
|
$9,289
0.0% of portfolio
|
Q3 2024
Added 74.07%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
47
shares
|
$9,289
0.0% of portfolio
|
Q3 2024
Reduced 24.19%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
46
shares
|
$9,091
0.0% of portfolio
|
Q3 2024
Added 21.05%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
46
shares
|
$9,091
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
46
shares
|
$9,091
0.0% of portfolio
|
Q2 2024
Added 76.92%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
45
shares
|
$8,893
0.0% of portfolio
|
Q1 2019
Added 355.56%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
41
shares
|
$8,103
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
40
shares
|
$7,905
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
40
shares
|
$7,905
0.0% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
38
shares
|
$7,510
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
37
shares
|
$7,312
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
36
shares
|
$7,115
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
30
shares
|
$5,929
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
29
shares
|
$5,731
0.0% of portfolio
|
Q3 2024
Reduced 14.71%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
29
shares
|
$5,731
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
28
shares
|
$5,533
0.0% of portfolio
|
Q2 2024
Reduced 17.65%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
26
shares
|
$5,138
0.0% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
24
shares
|
$4,743
0.0% of portfolio
|
Q3 2024
Added 118.18%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
23
shares
|
$4,545
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
21
shares
|
$4,150
0.0% of portfolio
|
Q3 2018
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
20
shares
|
$3,952
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
20
shares
|
$3,952
0.0% of portfolio
|
Q1 2022
Reduced 88.24%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
19
shares
|
$3,755
0.0% of portfolio
|
Q1 2024
New holding
|