Purchases and Sales Made in Q2 2022 in Ptc Inc. (PTC)
This table provides information about the institutional ownership of Ptc Inc. (PTC) during Q2 2022. 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 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
47+ 14.51% |
$4.59K - $5.63K
|
371
$78.1K
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
45+ 0.94% |
$4.39K - $5.39K
|
4.82K
$1.01M
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
43New |
$4.2K - $5.15K
|
43
$9.05K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
43+ 330.77% |
$4.2K - $5.15K
|
56
$11.8K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
37+ 5.86% |
$3.61K - $4.43K
|
668
$141K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
37+ 185.0% |
$3.61K - $4.43K
|
57
$12K
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
36+ 327.27% |
$3.51K - $4.31K
|
47
$9.89K
|
|
|
Jul 19, 2022
Q2 2022
|
Laurus Investment Counsel Inc.
|
BUY
|
- |
35+ 0.03% |
$3.42K - $4.19K
|
118K
$24.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
32+ 1.07% |
$3.12K - $3.83K
|
3.02K
$636K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
28+ 56.0% |
$2.73K - $3.35K
|
78
$16.4K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
25New |
$2.44K - $2.99K
|
25
$5.26K
|
|
|
Aug 03, 2022
Q2 2022
|
Retirement Systems Of Alabama
|
BUY
|
- |
24+ 0.07% |
$2.34K - $2.87K
|
34.9K
$7.35M
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
24+ 300.0% |
$2.34K - $2.87K
|
32
$6.74K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
22+ 81.48% |
$2.15K - $2.63K
|
49
$10.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
22+ 0.31% |
$2.15K - $2.63K
|
7.16K
$1.51M
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
21+ 210.0% |
$2.05K - $2.51K
|
31
$6.52K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
20+ 0.48% |
$1.95K - $2.39K
|
4.21K
$885K
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
19+ 111.76% |
$1.85K - $2.27K
|
36
$7.58K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16+ 0.0% |
$1.56K - $1.92K
|
459K
$96.5M
|
|
|
Jul 22, 2022
Q2 2022
|
Granite Investment Partners, LLC
|
BUY
|
- |
16+ 0.1% |
$1.56K - $1.92K
|
15.3K
$3.22M
|
|
|
Aug 10, 2022
Q2 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
15+ 11.54% |
$1.46K - $1.8K
|
145
$30.5K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
15New |
$1.46K - $1.8K
|
15
$3.16K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
14New |
$1.37K - $1.68K
|
14
$2.95K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
12New |
$1.17K - $1.44K
|
12
$2.53K
|
|
|
Jul 20, 2022
Q2 2022
|
Merlin Capital LLC
|
BUY
|
- |
11+ 0.22% |
$1.07K - $1.32K
|
5.05K
$1.06M
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
10New |
$976 - $1.2K
|
10
$2.1K
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
10+ 0.29% |
$976 - $1.2K
|
3.51K
$739K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 46.67% |
$683 - $838
|
22
$4.63K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5New |
$488 - $599
|
5
$1.05K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 4.0% |
$97.6 - $120
|
26
$5.47K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 9.09% |
$97.6 - $120
|
12
$2.53K
|
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$97.6 - $120
|
1
$210
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3- 0.16% |
$293 - $359
|
1.84K
$387K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4- 1.71% |
$390 - $479
|
230
$48.4K
|
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-5Closed |
$488 - $599
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5Closed |
$488 - $599
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-5- 0.16% |
$488 - $599
|
3.09K
$650K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-10Closed |
$976 - $1.2K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-10Closed |
$976 - $1.2K
|
0
$0
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-13- 28.89% |
$1.27K - $1.56K
|
32
$6.74K
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-14- 8.7% |
$1.37K - $1.68K
|
147
$30.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-16- 34.78% |
$1.56K - $1.92K
|
30
$6.31K
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-16- 76.19% |
$1.56K - $1.92K
|
5
$1.05K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-18Closed |
$1.76K - $2.15K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-19Closed |
$1.85K - $2.27K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-23- 9.87% |
$2.25K - $2.75K
|
210
$44.2K
|
|
|
Jul 19, 2022
Q2 2022
|
Tributary Capital Management, LLC
|
SELL
|
- |
-24- 0.45% |
$2.34K - $2.87K
|
5.35K
$1.13M
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-24- 70.59% |
$2.34K - $2.87K
|
10
$2.1K
|