Purchases and Sales Made in Q3 2022 in Ptc Inc. (PTC)
This table provides information about the institutional ownership of Ptc Inc. (PTC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
30+ 53.57% |
$3.01K - $3.77K
|
86
$18.1K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
28+ 0.78% |
$2.81K - $3.52K
|
3.6K
$757K
|
|
|
Oct 07, 2022
Q3 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
25+ 0.78% |
$2.51K - $3.15K
|
3.22K
$677K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
25+ 83.33% |
$2.51K - $3.15K
|
55
$11.6K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
25New |
$2.51K - $3.15K
|
25
$5.26K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
24+ 171.43% |
$2.41K - $3.02K
|
38
$8K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
21+ 17.21% |
$2.11K - $2.64K
|
143
$30.1K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
20+ 5.39% |
$2.01K - $2.52K
|
391
$82.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
19+ 0.21% |
$1.9K - $2.39K
|
8.88K
$1.87M
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
15New |
$1.5K - $1.89K
|
15
$3.16K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
13+ 21.67% |
$1.3K - $1.64K
|
73
$15.4K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
13+ 41.94% |
$1.3K - $1.64K
|
44
$9.26K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
12+ 0.46% |
$1.2K - $1.51K
|
2.64K
$555K
|
|
|
Nov 02, 2022
Q3 2022
|
Hartford Investment Management CO
|
BUY
|
- |
12+ 0.12% |
$1.2K - $1.51K
|
10.1K
$2.12M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11+ 3.31% |
$1.1K - $1.38K
|
343
$72.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9New |
$902 - $1.13K
|
9
$1.89K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9+ 28.13% |
$902 - $1.13K
|
41
$8.63K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
7+ 0.88% |
$702 - $881
|
798
$168K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
7+ 350.0% |
$702 - $881
|
9
$1.89K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
5New |
$501 - $629
|
5
$1.05K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5New |
$501 - $629
|
5
$1.05K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5+ 250.0% |
$501 - $629
|
7
$1.47K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
4New |
$401 - $503
|
4
$842
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4+ 80.0% |
$401 - $503
|
9
$1.89K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3+ 60.0% |
$301 - $377
|
8
$1.68K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2New |
$201 - $252
|
2
$421
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 16.67% |
$201 - $252
|
14
$2.95K
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1New |
$100 - $126
|
1
$210
|
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$100 - $126
|
1
$210
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 10.0% |
$100 - $126
|
9
$1.89K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-1- 0.35% |
$100 - $126
|
283
$59.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-2- 0.5% |
$201 - $252
|
401
$84.4K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5- 5.56% |
$501 - $629
|
85
$17.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7- 3.04% |
$702 - $881
|
223
$46.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-10- 20.41% |
$1K - $1.26K
|
39
$8.21K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-14- 38.89% |
$1.4K - $1.76K
|
22
$4.63K
|
|
|
Nov 14, 2022
Q3 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-18- 0.13% |
$1.8K - $2.26K
|
13.8K
$2.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-21- 16.8% |
$2.11K - $2.64K
|
104
$21.9K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-21- 0.4% |
$2.11K - $2.64K
|
5.29K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-25- 0.07% |
$2.51K - $3.15K
|
36.3K
$7.63M
|
|
|
Nov 15, 2022
Q3 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-25- 17.24% |
$2.51K - $3.15K
|
120
$25.3K
|
|
|
Oct 19, 2022
Q3 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-27- 35.06% |
$2.71K - $3.4K
|
50
$10.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-30- 38.46% |
$3.01K - $3.77K
|
48
$10.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-32- 0.25% |
$3.21K - $4.03K
|
12.9K
$2.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Merlin Capital LLC
|
SELL
|
- |
-34- 0.67% |
$3.41K - $4.28K
|
5.01K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-35- 0.15% |
$3.51K - $4.4K
|
23.7K
$4.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-39- 0.72% |
$3.91K - $4.91K
|
5.39K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-40- 1.76% |
$4.01K - $5.03K
|
2.24K
$471K
|
|
|
Nov 16, 2022
Q3 2022
|
Tealwood Asset Management Inc
|
SELL
|
- |
-42- 0.39% |
$4.21K - $5.28K
|
10.7K
$2.26M
|