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 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
57+ 77.03% |
$8.74K - $11K
|
131
$26.7K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
52New |
$7.97K - $10.1K
|
52
$10.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
50+ 2.37% |
$7.67K - $9.67K
|
2.16K
$441K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
47New |
$7.21K - $9.09K
|
47
$9.59K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
45+ 80.36% |
$6.9K - $8.71K
|
101
$20.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
43+ 56.58% |
$6.59K - $8.32K
|
119
$24.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
42+ 29.37% |
$6.44K - $8.13K
|
185
$37.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
39+ 134.48% |
$5.98K - $7.55K
|
68
$13.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
35+ 30.97% |
$5.37K - $6.77K
|
148
$30.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
35+ 2.41% |
$5.37K - $6.77K
|
1.49K
$304K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
31New |
$4.75K - $6K
|
31
$6.32K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
25+ 1.0% |
$3.83K - $4.84K
|
2.51K
$513K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
25+ 2.35% |
$3.83K - $4.84K
|
1.09K
$223K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
22+ 0.88% |
$3.37K - $4.26K
|
2.51K
$512K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
21+ 0.66% |
$3.22K - $4.06K
|
3.2K
$652K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
20+ 38.46% |
$3.07K - $3.87K
|
72
$14.7K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
19+ 41.3% |
$2.91K - $3.68K
|
65
$13.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
18New |
$2.76K - $3.48K
|
18
$3.67K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
18+ 7.96% |
$2.76K - $3.48K
|
244
$49.8K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
16+ 31.37% |
$2.45K - $3.1K
|
67
$13.7K
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
16+ 0.07% |
$2.45K - $3.1K
|
23K
$4.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
16+ 34.04% |
$2.45K - $3.1K
|
63
$12.9K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
15New |
$2.3K - $2.9K
|
15
$3.06K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
14+ 700.0% |
$2.15K - $2.71K
|
16
$3.26K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
14+ 0.37% |
$2.15K - $2.71K
|
3.83K
$781K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
13+ 0.24% |
$1.99K - $2.52K
|
5.54K
$1.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
10New |
$1.53K - $1.93K
|
10
$2.04K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
10+ 8.93% |
$1.53K - $1.93K
|
122
$24.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
10+ 0.1% |
$1.53K - $1.93K
|
10.3K
$2.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
9+ 0.19% |
$1.38K - $1.74K
|
4.87K
$992K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
9New |
$1.38K - $1.74K
|
9
$1.84K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
8+ 1.77% |
$1.23K - $1.55K
|
460
$93.8K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
7New |
$1.07K - $1.35K
|
7
$1.43K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
7New |
$1.07K - $1.35K
|
7
$1.43K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
6+ 0.17% |
$920 - $1.16K
|
3.53K
$720K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
6+ 85.71% |
$920 - $1.16K
|
13
$2.65K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 17.86% |
$767 - $967
|
33
$6.73K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 166.67% |
$767 - $967
|
8
$1.63K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
5+ 19.23% |
$767 - $967
|
31
$6.32K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5New |
$767 - $967
|
5
$1.02K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
5New |
$767 - $967
|
5
$1.02K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
4New |
$613 - $774
|
4
$816
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
4New |
$613 - $774
|
4
$816
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4New |
$613 - $774
|
4
$816
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
4New |
$613 - $774
|
4
$816
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4New |
$613 - $774
|
4
$816
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3New |
$460 - $580
|
3
$612
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
3+ 300.0% |
$460 - $580
|
4
$816
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3New |
$460 - $580
|
3
$612
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3New |
$460 - $580
|
3
$612
|