Purchases and Sales Made in Q1 2024 in Ptc Inc. (PTC)
This table provides information about the institutional ownership of Ptc Inc. (PTC) during Q1 2024. The information is specifically focused on institutions that hold shares of PTC INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Stone Run Capital, LLC
New York, NY |
BUY
|
- |
100+ 1.08% |
$16.6K - $19K
|
9.38K
$1.97M
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
100+ 8.7% |
$16.6K - $19K
|
1.25K
$263K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
93+ 2.65% |
$15.4K - $17.7K
|
3.61K
$760K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
90+ 1.13% |
$14.9K - $17.1K
|
8.02K
$1.69M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
81+ 2.2% |
$13.4K - $15.4K
|
3.77K
$793K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
78+ 3.95% |
$12.9K - $14.8K
|
2.05K
$432K
|
|
|
May 13, 2024
Q1 2024
|
Merlin Capital LLC
|
BUY
|
- |
76+ 1.93% |
$12.6K - $14.5K
|
4.01K
$843K
|
|
|
May 08, 2024
Q1 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
75+ 5.42% |
$12.4K - $14.3K
|
1.46K
$307K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
74+ 5.36% |
$12.3K - $14.1K
|
1.45K
$306K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
73+ 8.08% |
$12.1K - $13.9K
|
976
$205K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
70+ 16.67% |
$11.6K - $13.3K
|
490
$103K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
65+ 3.1% |
$10.8K - $12.4K
|
2.17K
$456K
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
64+ 15.31% |
$10.6K - $12.2K
|
482
$101K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
62New |
$10.3K - $11.8K
|
62
$13K
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
58+ 18.89% |
$9.62K - $11K
|
365
$76.8K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
56+ 2.88% |
$9.29K - $10.7K
|
2K
$421K
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
55+ 0.21% |
$9.12K - $10.5K
|
25.8K
$5.43M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
54+ 3.74% |
$8.96K - $10.3K
|
1.5K
$315K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
54+ 20.61% |
$8.96K - $10.3K
|
316
$66.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Peregrine Capital Management LLC
|
BUY
|
- |
51+ 0.05% |
$8.46K - $9.7K
|
107K
$22.6M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
49+ 4900.0% |
$8.13K - $9.32K
|
50
$10.5K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
46+ 3.88% |
$7.63K - $8.75K
|
1.23K
$259K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
46New |
$7.63K - $8.75K
|
46
$9.68K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
45+ 1.25% |
$7.46K - $8.56K
|
3.65K
$768K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
43+ 10.21% |
$7.13K - $8.18K
|
464
$97.7K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
40+ 0.0% |
$6.63K - $7.61K
|
1.19M
$251M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
38New |
$6.3K - $7.23K
|
38
$8K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
36+ 4.71% |
$5.97K - $6.85K
|
801
$169K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
33+ 0.88% |
$5.47K - $6.28K
|
3.79K
$799K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
31+ 15.9% |
$5.14K - $5.9K
|
226
$47.6K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
20New |
$3.32K - $3.81K
|
20
$4.21K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
19New |
$3.15K - $3.62K
|
19
$4K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
17+ 0.74% |
$2.82K - $3.23K
|
2.31K
$486K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
16+ 7.69% |
$2.65K - $3.04K
|
224
$47.1K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
14New |
$2.32K - $2.66K
|
14
$2.95K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
13+ 7.43% |
$2.16K - $2.47K
|
188
$39.6K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
11+ 73.33% |
$1.82K - $2.09K
|
26
$5.47K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
10+ 11.36% |
$1.66K - $1.9K
|
98
$20.6K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9+ 7.44% |
$1.49K - $1.71K
|
130
$27.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
9+ 0.39% |
$1.49K - $1.71K
|
2.31K
$485K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
8+ 1.01% |
$1.33K - $1.52K
|
798
$168K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
8+ 9.09% |
$1.33K - $1.52K
|
96
$20.2K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
7+ 7.14% |
$1.16K - $1.33K
|
105
$22.1K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
7+ 41.18% |
$1.16K - $1.33K
|
24
$5.05K
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
6New |
$995 - $1.14K
|
6
$1.26K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6+ 3.49% |
$995 - $1.14K
|
178
$37.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6+ 21.43% |
$995 - $1.14K
|
34
$7.16K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
5+ 0.81% |
$829 - $951
|
625
$132K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 55.56% |
$829 - $951
|
14
$2.95K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5New |
$829 - $951
|
5
$1.05K
|