Purchases and Sales Made in Q1 2025 in Ptc Inc. (PTC)
This table provides information about the institutional ownership of Ptc Inc. (PTC) during Q1 2025. 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 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
224+ 1.31% |
$34.3K - $43.3K
|
17.3K
$3.64M
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
BUY
|
- |
224+ 3.7% |
$34.3K - $43.3K
|
6.28K
$1.32M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
218+ 23.52% |
$33.4K - $42.2K
|
1.15K
$241K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
216New |
$33.1K - $41.8K
|
216
$45.5K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
214+ 1.48% |
$32.8K - $41.4K
|
14.7K
$3.09M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
209+ 49.76% |
$32K - $40.4K
|
629
$132K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
187New |
$28.7K - $36.2K
|
187
$39.4K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
179+ 8.27% |
$27.4K - $34.6K
|
2.34K
$493K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
178+ 153.45% |
$27.3K - $34.4K
|
294
$61.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
168New |
$25.8K - $32.5K
|
168
$35.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
167+ 11.8% |
$25.6K - $32.3K
|
1.58K
$333K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
159+ 5.83% |
$24.4K - $30.8K
|
2.89K
$607K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
154+ 8.28% |
$23.6K - $29.8K
|
2.01K
$424K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
153+ 24.52% |
$23.5K - $29.6K
|
777
$164K
|
|
|
May 13, 2025
Q1 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
149+ 5.08% |
$22.8K - $28.8K
|
3.08K
$649K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
147+ 54.24% |
$22.5K - $28.4K
|
418
$88K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
144+ 66.06% |
$22.1K - $27.9K
|
362
$76.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
131+ 18.35% |
$20.1K - $25.3K
|
845
$178K
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
128+ 10.42% |
$19.6K - $24.8K
|
1.36K
$285K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
118+ 983.33% |
$18.1K - $22.8K
|
130
$27.4K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
114+ 42.07% |
$17.5K - $22.1K
|
385
$81K
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
108+ 4.5% |
$16.6K - $20.9K
|
2.51K
$528K
|
|
|
Apr 16, 2025
Q1 2025
|
Granite Shares Advisors LLC
|
BUY
|
- |
103+ 3.93% |
$15.8K - $19.9K
|
2.73K
$574K
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
102+ 0.12% |
$15.6K - $19.7K
|
81.8K
$17.2M
|
|
|
May 12, 2025
Q1 2025
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
100+ 0.4% |
$15.3K - $19.3K
|
24.8K
$5.22M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
100+ 0.03% |
$15.3K - $19.3K
|
339K
$71.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
98+ 200.0% |
$15K - $19K
|
147
$30.9K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
94+ 5.73% |
$14.4K - $18.2K
|
1.74K
$365K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
93New |
$14.3K - $18K
|
93
$19.6K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
89+ 38.2% |
$13.6K - $17.2K
|
322
$67.8K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
87+ 126.09% |
$13.3K - $16.8K
|
156
$32.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
84+ 6.65% |
$12.9K - $16.3K
|
1.35K
$284K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
83+ 5.76% |
$12.7K - $16.1K
|
1.53K
$321K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
83+ 1.09% |
$12.7K - $16.1K
|
7.73K
$1.63M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
79+ 51.97% |
$12.1K - $15.3K
|
231
$48.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
78+ 2.41% |
$12K - $15.1K
|
3.32K
$698K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
75+ 3.1% |
$11.5K - $14.5K
|
2.5K
$526K
|
|
|
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
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
50+ 2.37% |
$7.67K - $9.67K
|
2.16K
$455K
|
|
|
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
|