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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
132K+ 221.58% |
$6.56M - $7.97M
|
191K
$10.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
26.3KNew |
$1.31M - $1.59M
|
26.3K
$1.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-208- 4.52% |
$10.3K - $12.6K
|
4.4K
$250K
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
4.57KNew |
$227K - $276K
|
4.57K
$260K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
349New |
$17.4K - $21.1K
|
349
$19.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.87KNew |
$242K - $294K
|
4.87K
$277K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
8+ 1.39% |
$398 - $483
|
582
$33.1K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-55- 25.23% |
$2.74K - $3.32K
|
163
$9.27K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
28.9KNew |
$1.44M - $1.75M
|
28.9K
$1.64M
|
|
|
Oct 27, 2025
Q3 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
4.6K+ 2.35% |
$229K - $278K
|
201K
$11.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
838New |
$41.7K - $50.6K
|
838
$47.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
9New |
$448 - $544
|
9
$512
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
4.31KNew |
$214K - $260K
|
4.31K
$245K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
110+ 5.6% |
$5.47K - $6.64K
|
2.08K
$118K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
4.43KNew |
$220K - $267K
|
4.43K
$252K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
8+ 4.71% |
$398 - $483
|
178
$10.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
462+ 11.99% |
$23K - $27.9K
|
4.31K
$245K
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
SELL
|
- |
-12.2K- 98.63% |
$606K - $735K
|
169
$9.61K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
864+ 1.99% |
$43K - $52.2K
|
44.4K
$2.52M
|
|
|
Oct 24, 2025
Q3 2025
|
Summit Creek Advisors LLC
Minneapolis, MN |
SELL
|
- |
-24.3K- 7.43% |
$1.21M - $1.47M
|
303K
$17.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
47New |
$2.34K - $2.84K
|
47
$2.67K
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
130+ 1.92% |
$6.47K - $7.85K
|
6.92K
$393K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.78KNew |
$188K - $228K
|
3.78K
$215K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.55KNew |
$177K - $214K
|
3.55K
$202K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-6- 1.06% |
$299 - $362
|
559
$31.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
20K+ 613.17% |
$994K - $1.21M
|
23.2K
$1.32M
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-12.3K- 99.48% |
$610K - $741K
|
64
$3.64K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
76+ 0.76% |
$3.78K - $4.59K
|
10.1K
$574K
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
400+ 2.2% |
$19.9K - $24.2K
|
18.6K
$1.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-343- 14.08% |
$17.1K - $20.7K
|
2.09K
$119K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-480- 5.87% |
$23.9K - $29K
|
7.69K
$437K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.48KNew |
$173K - $210K
|
3.48K
$198K
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
700+ 2.8% |
$34.8K - $42.3K
|
25.7K
$1.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-302- 17.14% |
$15K - $18.2K
|
1.46K
$83K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8+ 44.44% |
$398 - $483
|
26
$1.48K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
54.3K+ 61.54% |
$2.7M - $3.28M
|
142K
$8.1M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
38+ 3.37% |
$1.89K - $2.29K
|
1.17K
$66.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
3.69KNew |
$183K - $223K
|
3.69K
$210K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-18- 1.43% |
$896 - $1.09K
|
1.24K
$70.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
226+ 20.45% |
$11.2K - $13.6K
|
1.33K
$75.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Fcf Advisors LLC
|
BUY
|
- |
31.6K+ 33.57% |
$1.57M - $1.91M
|
126K
$7.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-12.1K- 22.77% |
$600K - $729K
|
40.9K
$2.33M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
5.31KNew |
$264K - $321K
|
5.31K
$302K
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-4K- 8.06% |
$199K - $242K
|
45.6K
$2.59M
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
782+ 17.28% |
$38.9K - $47.2K
|
5.31K
$302K
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
3.5KNew |
$174K - $211K
|
3.5K
$199K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
47.9K+ 72.18% |
$2.38M - $2.89M
|
114K
$6.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-195- 1.07% |
$9.7K - $11.8K
|
18.1K
$1.03M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
63.3K+ 40.65% |
$3.15M - $3.82M
|
219K
$12.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
56.4KNew |
$2.8M - $3.4M
|
56.4K
$3.2M
|
|