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 |
|---|---|---|---|---|---|---|---|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
3New |
$460 - $580
|
3
$612
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 6.38% |
$460 - $580
|
50
$10.2K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2+ 0.04% |
$307 - $387
|
4.46K
$910K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
1New |
$153 - $193
|
1
$204
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 7.69% |
$153 - $193
|
14
$2.86K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1New |
$153 - $193
|
1
$204
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$153 - $193
|
1
$204
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1New |
$153 - $193
|
1
$204
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1New |
$153 - $193
|
1
$204
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 1.96% |
$153 - $193
|
50
$10.2K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1- 0.81% |
$153 - $193
|
123
$25.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-2- 6.9% |
$307 - $387
|
27
$5.51K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2- 0.14% |
$307 - $387
|
1.4K
$285K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-4- 3.13% |
$613 - $774
|
124
$25.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-4- 57.14% |
$613 - $774
|
3
$612
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5- 4.55% |
$767 - $967
|
105
$21.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-6- 3.21% |
$920 - $1.16K
|
181
$36.9K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-6- 0.11% |
$920 - $1.16K
|
5.25K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-7- 6.8% |
$1.07K - $1.35K
|
96
$19.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-9- 39.13% |
$1.38K - $1.74K
|
14
$2.86K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-14- 4.49% |
$2.15K - $2.71K
|
298
$60.8K
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-17- 0.11% |
$2.61K - $3.29K
|
15.5K
$3.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-22- 78.57% |
$3.37K - $4.26K
|
6
$1.22K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-25- 86.21% |
$3.83K - $4.84K
|
4
$816
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-27- 75.0% |
$4.14K - $5.22K
|
9
$1.84K
|
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
SELL
|
- |
-27- 1.2% |
$4.14K - $5.22K
|
2.22K
$452K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33- 1.57% |
$5.06K - $6.38K
|
2.08K
$423K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-34- 1.5% |
$5.21K - $6.58K
|
2.23K
$454K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-38- 2.26% |
$5.83K - $7.35K
|
1.64K
$335K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-39- 4.43% |
$5.98K - $7.55K
|
842
$172K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-39- 57.35% |
$5.98K - $7.55K
|
29
$5.92K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-41- 0.54% |
$6.29K - $7.93K
|
7.51K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Aristeia Capital LLC
Greenwich, CT |
SELL
|
- |
-42- 1.26% |
$6.44K - $8.13K
|
3.29K
$672K
|
|
|
Aug 27, 2025
Q1 2025
|
Abn Amro Investment Solutions
Paris Cedex 008, |
SELL
|
- |
-43- 0.34% |
$6.59K - $8.32K
|
12.8K
$2.6M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-45- 0.28% |
$6.9K - $8.71K
|
16.1K
$3.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-51- 3.6% |
$7.82K - $9.87K
|
1.37K
$279K
|
|
|
Apr 16, 2025
Q1 2025
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-54- 0.48% |
$8.28K - $10.4K
|
11.3K
$2.3M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-55- 88.71% |
$8.43K - $10.6K
|
7
$1.43K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-57- 12.36% |
$8.74K - $11K
|
404
$82.4K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-66- 62.26% |
$10.1K - $12.8K
|
40
$8.16K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-66- 0.7% |
$10.1K - $12.8K
|
9.36K
$1.91M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-68- 3.58% |
$10.4K - $13.2K
|
1.83K
$374K
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-70- 5.72% |
$10.7K - $13.5K
|
1.15K
$235K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-71- 14.2% |
$10.9K - $13.7K
|
429
$87.5K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-71- 5.83% |
$10.9K - $13.7K
|
1.15K
$234K
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-76- 1.02% |
$11.7K - $14.7K
|
7.36K
$1.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-79- 1.96% |
$12.1K - $15.3K
|
3.95K
$805K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-79- 0.23% |
$12.1K - $15.3K
|
34.8K
$7.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-81- 31.89% |
$12.4K - $15.7K
|
173
$35.3K
|