Latest Institutional Purchases of Pegasystems Inc (PEGA)
This list provides information on the latest institutional transactions involving Pegasystems Inc (PEGA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
41New |
$1.56K - $2.19K
|
41
$2.99K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
37New |
$1.41K - $1.97K
|
37
$2.7K
|
|
Feb 13, 2024
Q4 2023
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
22New |
$838 - $1.17K
|
22
$1.6K
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
20New |
$762 - $1.07K
|
20
$1.46K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4New |
$152 - $213
|
4
$292
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
6.18KNew |
$258K - $353K
|
6.18K
$450K
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
4.2K+ 30.22% |
$175K - $240K
|
18.1K
$1.32M
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
20+ 55.56% |
$835 - $1.14K
|
56
$4.08K
|
|
Q2 2023 | |||||||
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
48New |
$2.01K - $2.45K
|
48
$3.5K
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
6New |
$251 - $307
|
6
$437
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
48KNew |
$1.61M - $2.42M
|
48K
$3.5M
|
|
May 09, 2023
Q1 2023
|
Gam Holding Ag
|
BUY
|
- |
21.5K+ 13.47% |
$722K - $1.09M
|
181K
$13.2M
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
19.8KNew |
$663K - $998K
|
19.8K
$1.44M
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
4.24KNew |
$142K - $214K
|
4.24K
$309K
|
|
May 15, 2023
Q1 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
3.84KNew |
$129K - $193K
|
3.84K
$280K
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.45KNew |
$48.5K - $72.9K
|
1.45K
$105K
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
982+ 15.82% |
$32.9K - $49.5K
|
7.19K
$524K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
451+ 920.41% |
$15.1K - $22.7K
|
500
$36.4K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
51+ 5.35% |
$1.71K - $2.57K
|
1K
$73.2K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
272KNew |
$8.2M - $10.5M
|
272K
$19.9M
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
10.2KNew |
$306K - $391K
|
10.2K
$742K
|
|
Feb 14, 2023
Q4 2022
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
6.13KNew |
$184K - $235K
|
6.13K
$446K
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
1.77KNew |
$53.3K - $68K
|
1.77K
$129K
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
857New |
$25.8K - $32.9K
|
857
$62.5K
|
|
Feb 14, 2023
Q4 2022
|
North Run Capital, LP
Wellesley, MA |
BUY
|
- |
500+ 0.76% |
$15K - $19.2K
|
65.9K
$4.81M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
256+ 2.82% |
$7.7K - $9.82K
|
9.34K
$681K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
100New |
$3.01K - $3.84K
|
100
$7.29K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
94New |
$2.83K - $3.61K
|
94
$6.85K
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
34New |
$1.02K - $1.3K
|
34
$2.48K
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
28New |
$843 - $1.07K
|
28
$2.04K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
15New |
$451 - $576
|
15
$1.09K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
13New |
$391 - $499
|
13
$948
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
12New |
$361 - $460
|
12
$875
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
8+ 17.02% |
$241 - $307
|
55
$4.01K
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1+ 0.19% |
$30.1 - $38.4
|
532
$38.8K
|
|
Q3 2022 | |||||||
Nov 15, 2022
Q3 2022
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
16.4KNew |
$523K - $841K
|
16.4K
$1.2M
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
13.5K+ 97.57% |
$431K - $693K
|
27.4K
$2M
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
9.6KNew |
$306K - $492K
|
9.6K
$700K
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
5.87K+ 103.0% |
$187K - $301K
|
11.6K
$843K
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.15KNew |
$100K - $162K
|
3.15K
$230K
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
3.09K+ 51.41% |
$98.5K - $158K
|
9.1K
$663K
|
|
Nov 14, 2022
Q3 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2.83K+ 42.43% |
$90.2K - $145K
|
9.5K
$692K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
777New |
$24.8K - $39.8K
|
777
$56.6K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
124New |
$3.95K - $6.36K
|
124
$9.04K
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
16+ 3.38% |
$510 - $820
|
490
$35.7K
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
15New |
$478 - $769
|
15
$1.09K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Madison Avenue Partners, LP
New York, NY |
BUY
|
- |
278KNew |
$12.2M - $22.6M
|
278K
$20.3M
|
|
Aug 15, 2022
Q2 2022
|
Clearline Capital LP
New York, NY |
BUY
|
- |
21KNew |
$924K - $1.71M
|
21K
$1.53M
|
|
Aug 15, 2022
Q2 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
13.3KNew |
$586K - $1.08M
|
13.3K
$970K
|