Purchases and Sales Made in Q4 2024 in Ptc Inc. (PTC)
This table provides information about the institutional ownership of Ptc Inc. (PTC) during Q4 2024. 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 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1- 6.25% |
$176 - $202
|
15
$3.16K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1- 0.17% |
$176 - $202
|
597
$126K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 33.33% |
$880 - $1.01K
|
10
$2.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-6- 4.03% |
$1.06K - $1.21K
|
143
$30.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-6- 0.41% |
$1.06K - $1.21K
|
1.45K
$306K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-6- 0.12% |
$1.06K - $1.21K
|
4.86K
$1.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-10- 0.31% |
$1.76K - $2.02K
|
3.24K
$682K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-10- 8.13% |
$1.76K - $2.02K
|
113
$23.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-10- 0.01% |
$1.76K - $2.02K
|
120K
$25.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-11- 55.0% |
$1.94K - $2.22K
|
9
$1.89K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-11- 1.76% |
$1.94K - $2.22K
|
614
$129K
|
|
|
Feb 13, 2025
Q4 2024
|
Mirova
Paris, I0 |
SELL
|
- |
-14- 4.09% |
$2.46K - $2.83K
|
328
$69K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-15- 24.59% |
$2.64K - $3.03K
|
46
$9.68K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-15- 50.0% |
$2.64K - $3.03K
|
15
$3.16K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-16- 12.7% |
$2.82K - $3.23K
|
110
$23.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-16- 0.77% |
$2.82K - $3.23K
|
2.08K
$437K
|
|
|
Apr 14, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-16- 0.48% |
$2.82K - $3.23K
|
3.3K
$695K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-17- 6.23% |
$2.99K - $3.43K
|
256
$53.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-19- 0.42% |
$3.34K - $3.84K
|
4.46K
$939K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-20- 0.26% |
$3.52K - $4.04K
|
7.8K
$1.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-20- 15.63% |
$3.52K - $4.04K
|
108
$22.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-22- 0.23% |
$3.87K - $4.44K
|
9.43K
$1.98M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-22- 37.93% |
$3.87K - $4.44K
|
36
$7.58K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-22- 0.79% |
$3.87K - $4.44K
|
2.76K
$580K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-22- 5.9% |
$3.87K - $4.44K
|
351
$73.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-23- 0.06% |
$4.05K - $4.64K
|
40.9K
$8.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-23- 1.3% |
$4.05K - $4.64K
|
1.75K
$369K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-24- 3.7% |
$4.22K - $4.85K
|
624
$131K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-27- 9.89% |
$4.75K - $5.45K
|
246
$51.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-28- 0.71% |
$4.93K - $5.65K
|
3.92K
$825K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-34- 7.17% |
$5.98K - $6.86K
|
440
$92.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-41- 1.27% |
$7.21K - $8.28K
|
3.19K
$672K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-47- 3.25% |
$8.27K - $9.49K
|
1.4K
$294K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-49- 3.02% |
$8.62K - $9.89K
|
1.57K
$331K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-51- 1.2% |
$8.97K - $10.3K
|
4.19K
$881K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-57- 3.45% |
$10K - $11.5K
|
1.6K
$336K
|
|
|
Jan 14, 2025
Q4 2024
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-59- 0.52% |
$10.4K - $11.9K
|
11.4K
$2.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-70- 36.27% |
$12.3K - $14.1K
|
123
$25.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-75- 4.25% |
$13.2K - $15.1K
|
1.69K
$356K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-94- 1.05% |
$16.5K - $19K
|
8.82K
$1.86M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-95- 7.83% |
$16.7K - $19.2K
|
1.12K
$235K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.31% |
$17.6K - $20.2K
|
32.7K
$6.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-100- 7.73% |
$17.6K - $20.2K
|
1.19K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-103- 3.64% |
$18.1K - $20.8K
|
2.73K
$574K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-107- 2.82% |
$18.8K - $21.6K
|
3.69K
$776K
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-113- 1.35% |
$19.9K - $22.8K
|
8.26K
$1.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-114- 3.0% |
$20.1K - $23K
|
3.69K
$776K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-124- 4.86% |
$21.8K - $25K
|
2.43K
$511K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-125- 33.69% |
$22K - $25.2K
|
246
$51.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-143- 7.0% |
$25.2K - $28.9K
|
1.9K
$400K
|