Latest Institutional Transactions on Ptc Inc. (PTC)
This table provides information on the latest institutional transactions involving Ptc Inc. (PTC) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
6.07K+ 29.91% |
$1.06M - $1.25M
|
26.3K
$4.59M
|
|
|
Jan 23, 2026
Q4 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-23.5K- 2.88% |
$4.08M - $4.83M
|
793K
$138M
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
876+ 32.9% |
$152K - $180K
|
3.54K
$617K
|
|
|
Jan 23, 2026
Q4 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
20+ 1.66% |
$3.48K - $4.12K
|
1.23K
$214K
|
|
|
Jan 23, 2026
Q4 2025
|
Dara Capital Us, Inc.
Miami, FL |
BUY
|
- |
484New |
$84.2K - $99.6K
|
484
$84.3K
|
|
|
Jan 23, 2026
Q4 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.25K- 2.04% |
$217K - $256K
|
59.7K
$10.4M
|
|
|
Jan 23, 2026
Q4 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 4.35% |
$174 - $206
|
24
$4.18K
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
50+ 100.0% |
$8.7K - $10.3K
|
100
$17.4K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
91+ 29.45% |
$15.8K - $18.7K
|
400
$69.7K
|
|
|
Jan 23, 2026
Q4 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2- 8.33% |
$348 - $412
|
22
$3.83K
|
|
|
Jan 23, 2026
Q4 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-122- 8.54% |
$21.2K - $25.1K
|
1.31K
$228K
|
|
|
Jan 23, 2026
Q4 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-607- 30.8% |
$106K - $125K
|
1.36K
$238K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
11New |
$1.91K - $2.26K
|
11
$1.92K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-229- 7.66% |
$39.8K - $47.1K
|
2.76K
$481K
|
|
|
Jan 22, 2026
Q4 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
347K+ 95.99% |
$60.4M - $71.5M
|
709K
$124M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
351+ 11.85% |
$61K - $72.3K
|
3.31K
$577K
|
|
|
Jan 21, 2026
Q4 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
230+ 10.7% |
$40K - $47.4K
|
2.38K
$415K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
23New |
$4K - $4.74K
|
23
$4.01K
|
|
|
Jan 21, 2026
Q4 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
888+ 55.33% |
$154K - $183K
|
2.49K
$434K
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
16+ 1.35% |
$2.78K - $3.29K
|
1.2K
$209K
|
|
|
Jan 21, 2026
Q4 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-187- 4.42% |
$32.5K - $38.5K
|
4.04K
$704K
|
|
|
Jan 21, 2026
Q4 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
7New |
$1.22K - $1.44K
|
7
$1.22K
|
|
|
Jan 21, 2026
Q4 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
50+ 2.97% |
$8.7K - $10.3K
|
1.73K
$302K
|
|
|
Jan 21, 2026
Q4 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-539- 4.23% |
$93.7K - $111K
|
12.2K
$2.13M
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
40+ 111.11% |
$6.96K - $8.23K
|
76
$13.2K
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-989- 21.72% |
$172K - $204K
|
3.56K
$621K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
5New |
$870 - $1.03K
|
5
$871
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 16.33% |
$1.39K - $1.65K
|
57
$9.93K
|
|
|
Jan 20, 2026
Q4 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
2.78KNew |
$483K - $571K
|
2.78K
$483K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
85+ 4.7% |
$14.8K - $17.5K
|
1.9K
$330K
|
|
|
Jan 20, 2026
Q4 2025
|
Granite Shares Advisors LLC
|
SELL
|
- |
-2.26K- 92.85% |
$393K - $465K
|
174
$30.3K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-33- 1.07% |
$5.74K - $6.79K
|
3.06K
$533K
|
|
|
Jan 16, 2026
Q4 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-515- 4.96% |
$89.6K - $106K
|
9.87K
$1.72M
|
|
|
Jan 16, 2026
Q4 2025
|
Tema Etfs LLC
New York, NY |
SELL
|
- |
-8- 0.22% |
$1.39K - $1.65K
|
3.57K
$623K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.23K- 45.43% |
$388K - $459K
|
2.68K
$467K
|
|
|
Jan 16, 2026
Q4 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
17New |
$2.96K - $3.5K
|
17
$2.96K
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-148- 7.57% |
$25.7K - $30.5K
|
1.81K
$315K
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
23+ 71.88% |
$4K - $4.74K
|
55
$9.58K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
21+ 80.77% |
$3.65K - $4.32K
|
47
$8.19K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 3.17% |
$34.8K - $41.2K
|
6.1K
$1.06M
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
SELL
|
- |
-95- 0.09% |
$16.5K - $19.6K
|
111K
$19.4M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-108- 28.05% |
$18.8K - $22.2K
|
277
$48.3K
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
569+ 1.25% |
$99K - $117K
|
46.1K
$8.03M
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-43K- 91.53% |
$7.48M - $8.85M
|
3.98K
$693K
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-69- 0.27% |
$12K - $14.2K
|
25.5K
$4.44M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
7+ 0.2% |
$1.22K - $1.44K
|
3.54K
$617K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
219+ 4.15% |
$38.1K - $45.1K
|
5.49K
$957K
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
128+ 2.73% |
$22.3K - $26.4K
|
4.82K
$840K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-34- 2.1% |
$5.91K - $7K
|
1.58K
$276K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-3.89K- 13.04% |
$677K - $802K
|
26K
$4.52M
|
|