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 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
6New |
$251 - $307
|
6
$570
|
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
12New |
$503 - $613
|
12
$1.14K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-423- 99.76% |
$17.7K - $21.6K
|
1
$95.1
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-1.16K- 21.95% |
$48.6K - $59.3K
|
4.13K
$392K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
48New |
$2.01K - $2.45K
|
48
$4.56K
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
4.24KNew |
$142K - $214K
|
4.24K
$403K
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
48KNew |
$1.61M - $2.42M
|
48K
$4.56M
|
|
|
May 15, 2023
Q1 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
3.84KNew |
$129K - $193K
|
3.84K
$365K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1- 3.7% |
$33.5 - $50.4
|
26
$2.47K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.45KNew |
$48.5K - $72.9K
|
1.45K
$137K
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
982+ 15.82% |
$32.9K - $49.5K
|
7.19K
$684K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-758- 66.78% |
$25.4K - $38.2K
|
377
$35.8K
|
|
|
May 12, 2023
Q1 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-36K- 70.59% |
$1.21M - $1.82M
|
15K
$1.43M
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
19.8KNew |
$663K - $998K
|
19.8K
$1.88M
|
|
|
May 09, 2023
Q1 2023
|
Gam Holding Ag
|
BUY
|
- |
21.5K+ 13.47% |
$722K - $1.09M
|
181K
$17.2M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
451+ 920.41% |
$15.1K - $22.7K
|
500
$47.5K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
51+ 5.35% |
$1.71K - $2.57K
|
1K
$95.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
10.5KNew |
$353K - $531K
|
10.5K
$1M
|
|
| Q4 2022 | |||||||
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
28New |
$843 - $1.07K
|
28
$2.66K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
34New |
$1.02K - $1.3K
|
34
$3.23K
|
|
|
Feb 14, 2023
Q4 2022
|
North Run Capital, LP
Wellesley, MA |
BUY
|
- |
500+ 0.76% |
$15K - $19.2K
|
65.9K
$6.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
272KNew |
$8.2M - $10.5M
|
272K
$25.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-196K- 66.25% |
$5.9M - $7.53M
|
100K
$9.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
6.13KNew |
$184K - $235K
|
6.13K
$582K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
13New |
$391 - $499
|
13
$1.24K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
857New |
$25.8K - $32.9K
|
857
$81.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
10.2KNew |
$306K - $391K
|
10.2K
$968K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
1.77KNew |
$53.3K - $68K
|
1.77K
$168K
|
|
|
Feb 09, 2023
Q4 2022
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-123- 0.66% |
$3.7K - $4.72K
|
18.5K
$1.75M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
94New |
$2.83K - $3.61K
|
94
$8.94K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
256+ 2.82% |
$7.7K - $9.82K
|
9.34K
$888K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-19- 22.09% |
$572 - $729
|
67
$6.37K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
8+ 17.02% |
$241 - $307
|
55
$5.23K
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-5.8K- 13.09% |
$175K - $223K
|
38.5K
$3.66M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
100New |
$3.01K - $3.84K
|
100
$9.51K
|
|
|
Feb 01, 2023
Q4 2022
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-39.4K- 56.94% |
$1.19M - $1.51M
|
29.8K
$2.83M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
12New |
$361 - $460
|
12
$1.14K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1+ 0.19% |
$30.1 - $38.4
|
532
$50.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-56- 4.77% |
$1.69K - $2.15K
|
1.12K
$106K
|
|
|
Jan 11, 2023
Q4 2022
|
Riverbridge Partners LLC
|
SELL
|
- |
-68.4K- 4.79% |
$2.06M - $2.63M
|
1.36M
$129M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
15New |
$451 - $576
|
15
$1.43K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-13- 19.7% |
$391 - $499
|
53
$5.04K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
5.87K+ 103.0% |
$187K - $301K
|
11.6K
$1.1M
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.15KNew |
$100K - $162K
|
3.15K
$300K
|
|
|
Nov 15, 2022
Q3 2022
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
16.4KNew |
$523K - $841K
|
16.4K
$1.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.76K- 20.33% |
$56.3K - $90.4K
|
6.91K
$657K
|
|
|
Nov 14, 2022
Q3 2022
|
Eminence Capital, LP
New York, NY |
SELL
|
- |
-2.54K- 0.21% |
$81.1K - $130K
|
1.24M
$117M
|
|
|
Nov 14, 2022
Q3 2022
|
Luxor Capital Group, LP
New York, NY |
SELL
|
CALL |
-394K- 79.76% |
$12.6M - $20.2M
|
100K
$9.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Highside Global Management LLC
Dallas, TX |
SELL
|
- |
-140K- 64.0% |
$4.46M - $7.18M
|
78.8K
$7.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-32.9K- 62.28% |
$1.05M - $1.69M
|
19.9K
$1.89M
|
|