Latest Institutional Transactions on Pegasystems Inc (PEGA)
This table provides information on the latest institutional transactions involving Pegasystems Inc (PEGA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
115KNew |
$5.74M - $11.9M
|
115K
$6.54M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.93K+ 160.84% |
$346K - $716K
|
11.2K
$639K
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
15KNew |
$748K - $1.55M
|
15K
$852K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
91+ 118.18% |
$4.55K - $9.4K
|
168
$9.55K
|
|
|
Aug 07, 2025
Q2 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
442New |
$22.1K - $45.7K
|
442
$25.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
26K+ 100.0% |
$1.3M - $2.69M
|
52K
$2.96M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
6.99KNew |
$349K - $722K
|
6.99K
$397K
|
|
|
Aug 06, 2025
Q2 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
4K+ 100.0% |
$200K - $413K
|
8K
$455K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
6+ 30.0% |
$300 - $620
|
26
$1.48K
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
BUY
|
- |
15.2KNew |
$760K - $1.57M
|
15.2K
$864K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
48+ 100.0% |
$2.4K - $4.96K
|
96
$5.46K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
96New |
$4.8K - $9.92K
|
96
$5.46K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
564+ 335.71% |
$28.2K - $58.3K
|
732
$41.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
21+ 100.0% |
$1.05K - $2.17K
|
42
$2.39K
|
|
|
Aug 04, 2025
Q2 2025
|
Amh Equity LTD
|
BUY
|
- |
24KNew |
$1.2M - $2.48M
|
24K
$1.36M
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
4.57KNew |
$228K - $472K
|
4.57K
$260K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
263+ 236.94% |
$13.1K - $27.2K
|
374
$21.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
4.26KNew |
$213K - $440K
|
4.26K
$242K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-363- 31.35% |
$18.1K - $37.5K
|
795
$45.2K
|
|
|
Jul 30, 2025
Q2 2025
|
New Mexico Educational Retirement Board
|
BUY
|
- |
18KNew |
$899K - $1.86M
|
18K
$1.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
37+ 100.0% |
$1.85K - $3.82K
|
74
$4.21K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
5.19KNew |
$259K - $536K
|
5.19K
$295K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
112New |
$5.59K - $11.6K
|
112
$6.37K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
78+ 100.0% |
$3.9K - $8.06K
|
156
$8.87K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
67+ 100.0% |
$3.35K - $6.92K
|
134
$7.62K
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
4.14KNew |
$207K - $428K
|
4.14K
$235K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
4.23KNew |
$211K - $437K
|
4.23K
$240K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
13.2K+ 94.29% |
$659K - $1.36M
|
27.2K
$1.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Herald Investment Management LTD
|
BUY
|
- |
352K+ 100.0% |
$17.6M - $36.3M
|
704K
$40M
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-8.23K- 49.58% |
$411K - $850K
|
8.37K
$476K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.2KNew |
$210K - $433K
|
4.2K
$238K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
120New |
$5.99K - $12.4K
|
120
$6.82K
|
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
2.96KNew |
$148K - $306K
|
2.96K
$169K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
4.86KNew |
$243K - $502K
|
4.86K
$276K
|
|
|
Jul 21, 2025
Q2 2025
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-18.6K- 79.81% |
$930K - $1.92M
|
4.71K
$268K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-33- 80.49% |
$1.65K - $3.41K
|
8
$455
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
11+ 100.0% |
$549 - $1.14K
|
22
$1.25K
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
4.62KNew |
$231K - $477K
|
4.62K
$262K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
70New |
$3.5K - $7.23K
|
70
$3.98K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
200+ 100.0% |
$9.99K - $20.7K
|
400
$22.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
52+ 100.0% |
$2.6K - $5.37K
|
104
$5.91K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 100.0% |
$300 - $620
|
12
$682
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
8New |
$400 - $826
|
8
$455
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
40New |
$2K - $4.13K
|
40
$2.27K
|
|
|
Jul 14, 2025
Q2 2025
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
7.85KNew |
$392K - $811K
|
7.85K
$446K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
895+ 175.15% |
$44.7K - $92.4K
|
1.41K
$79.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
3.99K+ 56.93% |
$199K - $412K
|
11K
$625K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
27+ 100.0% |
$1.35K - $2.79K
|
54
$3.07K
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
3K+ 100.0% |
$150K - $310K
|
6K
$341K
|
|
| Q1 2025 | |||||||
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
90+ 2.34% |
$6.13K - $10.1K
|
3.94K
$224K
|
|