Purchases and Sales Made in Q4 2022 in Ptc Inc. (PTC)
This table provides information about the institutional ownership of Ptc Inc. (PTC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
5New |
$528 - $660
|
5
$840
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5New |
$528 - $660
|
5
$840
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
5+ 0.14% |
$528 - $660
|
3.6K
$605K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
5+ 55.56% |
$528 - $660
|
14
$2.35K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 7.27% |
$422 - $528
|
59
$9.91K
|
|
|
Feb 10, 2023
Q4 2022
|
Granite Investment Partners, LLC
|
BUY
|
- |
3+ 0.02% |
$317 - $396
|
15.3K
$2.57M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2New |
$211 - $264
|
2
$336
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
2New |
$211 - $264
|
2
$336
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
1New |
$106 - $132
|
1
$168
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1New |
$106 - $132
|
1
$168
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1- 0.96% |
$106 - $132
|
103
$17.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 11.11% |
$106 - $132
|
8
$1.34K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 14.29% |
$211 - $264
|
12
$2.02K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2- 2.35% |
$211 - $264
|
83
$13.9K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3- 3.49% |
$317 - $396
|
83
$13.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-3- 6.82% |
$317 - $396
|
41
$6.89K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-4- 44.44% |
$422 - $528
|
5
$840
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-5- 12.82% |
$528 - $660
|
34
$5.71K
|
|
|
Feb 07, 2023
Q4 2022
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-10- 0.16% |
$1.06K - $1.32K
|
6.42K
$1.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-10- 26.32% |
$1.06K - $1.32K
|
28
$4.7K
|
|
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-11- 1.76% |
$1.16K - $1.45K
|
614
$103K
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-16- 0.05% |
$1.69K - $2.11K
|
34.1K
$5.74M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-16- 15.24% |
$1.69K - $2.11K
|
89
$15K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-25- 96.15% |
$2.64K - $3.3K
|
1
$168
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-27- 18.88% |
$2.85K - $3.56K
|
116
$19.5K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-28- 9.03% |
$2.96K - $3.7K
|
282
$47.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-30- 0.68% |
$3.17K - $3.96K
|
4.4K
$740K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-36- 25.17% |
$3.8K - $4.75K
|
107
$18K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-39- 9.73% |
$4.12K - $5.15K
|
362
$60.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-40- 33.33% |
$4.22K - $5.28K
|
80
$13.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-55- 19.3% |
$5.81K - $7.26K
|
230
$38.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-58- 2.35% |
$6.12K - $7.66K
|
2.41K
$404K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-59- 81.94% |
$6.23K - $7.79K
|
13
$2.18K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-62- 79.49% |
$6.55K - $8.18K
|
16
$2.69K
|
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
SELL
|
- |
-65- 3.25% |
$6.86K - $8.58K
|
1.93K
$325K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-72- 9.02% |
$7.6K - $9.5K
|
726
$122K
|
|
|
Feb 03, 2023
Q4 2022
|
C World Wide Group Holding A
|
SELL
|
- |
-75- 0.16% |
$7.92K - $9.9K
|
46.5K
$7.81M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-75- 51.02% |
$7.92K - $9.9K
|
72
$12.1K
|
|
|
Jan 12, 2023
Q4 2022
|
Laurus Investment Counsel Inc.
|
SELL
|
- |
-100- 0.09% |
$10.6K - $13.2K
|
117K
$19.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 0.53% |
$10.6K - $13.2K
|
18.8K
$3.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-128- 4.42% |
$13.5K - $16.9K
|
2.77K
$465K
|
|
|
Feb 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-130- 0.22% |
$13.7K - $17.2K
|
60.1K
$10.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-146- 1.12% |
$15.4K - $19.3K
|
12.9K
$2.18M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-147- 3.53% |
$15.5K - $19.4K
|
4.01K
$674K
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-196- 0.38% |
$20.7K - $25.9K
|
51.5K
$8.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-200- 0.19% |
$21.1K - $26.4K
|
108K
$18.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-208- 0.1% |
$22K - $27.5K
|
217K
$36.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-217- 5.46% |
$22.9K - $28.6K
|
3.76K
$632K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-231- 70.0% |
$24.4K - $30.5K
|
99
$16.6K
|