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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
University Of Notre Dame Du Lac
South Bend, IN |
SELL
|
- |
-9.01KClosed |
$912K - $1.18M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO
|
SELL
|
- |
-1.1K- 76.92% |
$111K - $144K
|
330
$18.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-3KClosed |
$304K - $392K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
2New |
$202 - $261
|
2
$114
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-100Closed |
$10.1K - $13.1K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-6.22KClosed |
$629K - $812K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Trellus Management Company, LLC
|
SELL
|
- |
-4.5KClosed |
$456K - $588K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-2.27KClosed |
$230K - $297K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-27.6K- 99.28% |
$3.5M - $3.94M
|
200
$11.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Melqart Asset Management (Uk) LTD
London, X0 |
SELL
|
- |
-30.4KClosed |
$3.85M - $4.33M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-4.96KClosed |
$627K - $706K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-7Closed |
$885 - $997
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Makena Capital Management LLC
Menlo Park, CA |
SELL
|
- |
-114KClosed |
$14.4M - $16.2M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-8KClosed |
$1.01M - $1.14M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
3New |
$379 - $427
|
3
$171
|
|
|
Nov 08, 2021
Q3 2021
|
Boussard & Gavaudan Investment Management LLP
London, X0 |
BUY
|
- |
8.19KNew |
$1.04M - $1.17M
|
8.19K
$466K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-10Closed |
$1.26K - $1.42K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
454New |
$57.4K - $64.6K
|
454
$25.8K
|
|
|
Oct 20, 2021
Q3 2021
|
Locust Wood Capital Advisers, LLC
|
BUY
|
PUT |
52.9KNew |
$6.69M - $7.53M
|
52.9K
$3.01M
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Dorsal Capital Management, LLC
Redwood City, CA |
SELL
|
- |
-175KClosed |
$20.3M - $24.8M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-5.1KClosed |
$591K - $724K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Engle Capital Management, L.P.
Greenwich, CT |
SELL
|
- |
-83KClosed |
$9.63M - $11.8M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-45Closed |
$5.22K - $6.39K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-3Closed |
$348 - $426
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.9KClosed |
$220K - $269K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-1.92KClosed |
$223K - $272K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Banco Santander, S.A.
|
SELL
|
- |
-14.3KClosed |
$1.66M - $2.03M
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-100Closed |
$11.6K - $14.2K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-2.71KClosed |
$304K - $397K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-850Closed |
$95.5K - $125K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Deep Currents Investment Group LLC
New York, NY |
SELL
|
- |
-13.3KClosed |
$1.5M - $1.96M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-477Closed |
$53.6K - $70K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-164Closed |
$18.4K - $24.1K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-5Closed |
$562 - $734
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Brown Advisory Inc
|
SELL
|
- |
-3.33KClosed |
$374K - $488K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Sqn Investors LP
Redwood City, CA |
SELL
|
- |
-555KClosed |
$62.3M - $81.4M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
12New |
$1.35K - $1.76K
|
12
$682
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-9Closed |
$1.01K - $1.32K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Bahl & Gaynor Inc
|
SELL
|
- |
-7.58KClosed |
$852K - $1.11M
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-19Closed |
$2.14K - $2.79K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-47Closed |
$5.28K - $6.9K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-11Closed |
$1.24K - $1.61K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-14Closed |
$1.57K - $2.05K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-3Closed |
$337 - $440
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-50Closed |
$5.62K - $7.34K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
BUY
|
- |
193+ 378.43% |
$21.7K - $28.3K
|
244
$13.9K
|
|
| Q4 2020 | |||||||
|
Jan 02, 2024
Q4 2020
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-39Closed |
$4.42K - $5.45K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-100Closed |
$11.3K - $14K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-31Closed |
$3.52K - $4.33K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-60KClosed |
$6.8M - $8.39M
|
0
$0
|
|