Purchases and Sales Made in Q2 2025 in Ptc Inc. (PTC)
This table provides information about the institutional ownership of Ptc Inc. (PTC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 30.0% |
$410 - $520
|
7
$1.43K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-4- 26.67% |
$547 - $693
|
11
$2.24K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5- 15.15% |
$684 - $866
|
28
$5.71K
|
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-5- 0.11% |
$684 - $866
|
4.44K
$906K
|
|
|
Jul 17, 2025
Q2 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-6- 0.09% |
$820 - $1.04K
|
6.74K
$1.38M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-6- 0.38% |
$820 - $1.04K
|
1.58K
$321K
|
|
|
Jul 17, 2025
Q2 2025
|
Granite Shares Advisors LLC
|
SELL
|
- |
-7- 0.26% |
$957 - $1.21K
|
2.72K
$555K
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-7- 0.6% |
$957 - $1.21K
|
1.15K
$235K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-8- 0.37% |
$1.09K - $1.39K
|
2.16K
$440K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-9- 29.03% |
$1.23K - $1.56K
|
22
$4.49K
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-15- 0.23% |
$2.05K - $2.6K
|
6.62K
$1.35M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-16- 15.24% |
$2.19K - $2.77K
|
89
$18.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-16- 25.4% |
$2.19K - $2.77K
|
47
$9.59K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-18- 7.38% |
$2.46K - $3.12K
|
226
$46.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-19- 14.5% |
$2.6K - $3.29K
|
112
$22.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-19- 70.37% |
$2.6K - $3.29K
|
8
$1.63K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-20- 27.78% |
$2.73K - $3.46K
|
52
$10.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-28- 90.32% |
$3.83K - $4.85K
|
3
$612
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-29- 0.65% |
$3.97K - $5.02K
|
4.44K
$906K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-32- 21.62% |
$4.38K - $5.54K
|
116
$23.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
SELL
|
- |
-32- 1.57% |
$4.38K - $5.54K
|
2K
$408K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-33- 27.05% |
$4.51K - $5.72K
|
89
$18.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-36- 10.26% |
$4.92K - $6.24K
|
315
$64.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-36- 30.25% |
$4.92K - $6.24K
|
83
$16.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
SELL
|
- |
-42- 1.5% |
$5.74K - $7.28K
|
2.76K
$563K
|
|
|
Jul 28, 2025
Q2 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-42- 0.29% |
$5.74K - $7.28K
|
14.5K
$2.95M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-43- 56.58% |
$5.88K - $7.45K
|
33
$6.73K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-44- 65.67% |
$6.02K - $7.62K
|
23
$4.69K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-44- 2.5% |
$6.02K - $7.62K
|
1.71K
$350K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-45- 44.55% |
$6.15K - $7.8K
|
56
$11.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-51- 3.53% |
$6.97K - $8.84K
|
1.39K
$284K
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-51- 0.64% |
$6.97K - $8.84K
|
7.92K
$1.62M
|
|
|
Jul 31, 2025
Q2 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-52- 1.5% |
$7.11K - $9.01K
|
3.41K
$695K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-52Closed |
$7.11K - $9.01K
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-55- 12.5% |
$7.52K - $9.53K
|
385
$78.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-61- 32.97% |
$8.34K - $10.6K
|
124
$25.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-67- 1.7% |
$9.16K - $11.6K
|
3.89K
$792K
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-69- 0.35% |
$9.44K - $12K
|
19.5K
$3.98M
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-75- 17.56% |
$10.3K - $13K
|
352
$71.8K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-76- 2.02% |
$10.4K - $13.2K
|
3.68K
$750K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-79- 2.75% |
$10.8K - $13.7K
|
2.8K
$571K
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-81- 12.88% |
$11.1K - $14K
|
548
$112K
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-81- 0.06% |
$11.1K - $14K
|
145K
$29.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-91- 0.97% |
$12.4K - $15.8K
|
9.27K
$1.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-98- 66.67% |
$13.4K - $17K
|
49
$10K
|
|
|
Aug 13, 2025
Q2 2025
|
Ossiam
Paris, I0 |
SELL
|
- |
-99- 2.54% |
$13.5K - $17.2K
|
3.8K
$776K
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 1.59% |
$13.7K - $17.3K
|
6.19K
$1.26M
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-102- 8.84% |
$13.9K - $17.7K
|
1.05K
$215K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-105- 84.68% |
$14.4K - $18.2K
|
19
$3.88K
|
|
|
Aug 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-119- 0.46% |
$16.3K - $20.6K
|
25.7K
$5.25M
|