Purchases and Sales Made in Q4 2023 in Ptc Inc. (PTC)
This table provides information about the institutional ownership of Ptc Inc. (PTC) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
99New |
$13.4K - $17.4K
|
99
$19.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
97+ 12.03% |
$13.2K - $17.1K
|
903
$175K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
BUY
|
- |
91+ 2.88% |
$12.4K - $16K
|
3.26K
$630K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
91+ 108.33% |
$12.4K - $16K
|
175
$33.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
81+ 4.72% |
$11K - $14.2K
|
1.8K
$348K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
77+ 0.78% |
$10.5K - $13.5K
|
9.93K
$1.92M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
70+ 583.33% |
$9.51K - $12.3K
|
82
$15.9K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
70+ 583.33% |
$9.51K - $12.3K
|
82
$15.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
65New |
$8.83K - $11.4K
|
65
$12.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
65+ 18.31% |
$8.83K - $11.4K
|
420
$81.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
60+ 857.14% |
$8.15K - $10.6K
|
67
$13K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
58+ 2.6% |
$7.88K - $10.2K
|
2.29K
$443K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
57+ 3.02% |
$7.74K - $10K
|
1.94K
$376K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
55+ 2.15% |
$7.47K - $9.68K
|
2.62K
$506K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
51+ 61.45% |
$6.93K - $8.97K
|
134
$25.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
50New |
$6.79K - $8.8K
|
50
$9.67K
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
50+ 1.65% |
$6.79K - $8.8K
|
3.07K
$595K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
50+ 2.4% |
$6.79K - $8.8K
|
2.13K
$412K
|
|
|
Jan 24, 2024
Q4 2023
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
47+ 0.42% |
$6.38K - $8.27K
|
11.4K
$2.2M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
44+ 34.38% |
$5.98K - $7.74K
|
172
$33.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
43+ 0.21% |
$5.84K - $7.56K
|
20.8K
$4.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
40+ 39.22% |
$5.43K - $7.04K
|
142
$27.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
36+ 1.74% |
$4.89K - $6.33K
|
2.1K
$406K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
34+ 0.86% |
$4.62K - $5.98K
|
3.99K
$772K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
33New |
$4.48K - $5.81K
|
33
$6.38K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
30New |
$4.08K - $5.28K
|
30
$5.8K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
30+ 0.79% |
$4.08K - $5.28K
|
3.81K
$738K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
27+ 28.72% |
$3.67K - $4.75K
|
121
$23.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
25+ 0.03% |
$3.4K - $4.4K
|
73.5K
$14.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
21+ 0.17% |
$2.85K - $3.69K
|
12.3K
$2.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
21+ 1.36% |
$2.85K - $3.69K
|
1.57K
$304K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
21+ 17.8% |
$2.85K - $3.69K
|
139
$26.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
20+ 3.33% |
$2.72K - $3.52K
|
620
$120K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
19New |
$2.58K - $3.34K
|
19
$3.68K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
18New |
$2.45K - $3.17K
|
18
$3.48K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
18New |
$2.45K - $3.17K
|
18
$3.48K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
18+ 25.71% |
$2.45K - $3.17K
|
88
$17K
|
|
|
Feb 06, 2024
Q4 2023
|
Van Berkom & Associates Inc.
|
BUY
|
- |
17+ 0.16% |
$2.31K - $2.99K
|
10.9K
$2.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
17+ 2.72% |
$2.31K - $2.99K
|
642
$124K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
17New |
$2.31K - $2.99K
|
17
$3.29K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
15New |
$2.04K - $2.64K
|
15
$2.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
14+ 31.11% |
$1.9K - $2.46K
|
59
$11.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
12New |
$1.63K - $2.11K
|
12
$2.32K
|
|
|
Jan 18, 2024
Q4 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
12+ 0.43% |
$1.63K - $2.11K
|
2.79K
$539K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
12+ 7.59% |
$1.63K - $2.11K
|
170
$32.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
11New |
$1.49K - $1.94K
|
11
$2.13K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
11+ 0.29% |
$1.49K - $1.94K
|
3.76K
$728K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10+ 52.63% |
$1.36K - $1.76K
|
29
$5.61K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 20.0% |
$1.22K - $1.58K
|
54
$10.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
8New |
$1.09K - $1.41K
|
8
$1.55K
|