Institutional Ownership Ptc Inc. (PTC)
This table provides information about the institutional ownership of Ptc Inc. (PTC). We have compiled data on the 662 institutions that hold shares in the stock, with a total of 119 Million shares, which have been reported (via 13F filing form) to have a value of $22.9 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
29
shares
|
$5,568
0.0% of portfolio
|
Q3 2024
Reduced 14.71%
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
29
shares
|
$5,568
0.0% of portfolio
|
Q4 2024
New holding
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
29
shares
|
$5,568
0.0% of portfolio
|
Q3 2024
New holding
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
28
shares
|
$5,376
0.0% of portfolio
|
Q2 2024
Reduced 17.65%
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
26
shares
|
$4,992
0.0% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
24
shares
|
$4,608
0.0% of portfolio
|
Q3 2024
Added 118.18%
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
23
shares
|
$4,416
0.0% of portfolio
|
Q3 2023
New holding
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
21
shares
|
$4,032
0.0% of portfolio
|
Q3 2018
New holding
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
20
shares
|
$3,840
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
20
shares
|
$3,840
0.0% of portfolio
|
Q1 2022
Reduced 88.24%
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
19
shares
|
$3,648
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
18
shares
|
$3,456
0.0% of portfolio
|
Q1 2023
New holding
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
18
shares
|
$3,456
0.0% of portfolio
|
Q4 2023
New holding
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
18
shares
|
$3,456
0.0% of portfolio
|
Q3 2024
New holding
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
17
shares
|
$3,264
0.0% of portfolio
|
Q3 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
16
shares
|
$3,072
0.0% of portfolio
|
Q3 2024
Added 60.0%
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
15
shares
|
$2,880
0.0% of portfolio
|
Q4 2024
Added 87.5%
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
15
shares
|
$2,880
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
14
shares
|
$2,688
0.0% of portfolio
|
Q3 2024
Reduced 91.86%
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
14
shares
|
$2,688
0.0% of portfolio
|
Q4 2024
Added 75.0%
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
14
shares
|
$2,688
0.0% of portfolio
|
Q1 2024
New holding
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
13
shares
|
$2,496
0.0% of portfolio
|
Q2 2024
Added 8.33%
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
13
shares
|
$2,496
0.0% of portfolio
|
Q2 2024
Added 18.18%
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
13
shares
|
$2,496
0.0% of portfolio
|
Q2 2024
New holding
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
10
shares
|
$1,920
0.0% of portfolio
|
Q1 2022
New holding
|