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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-20K- 97.56% |
$3.07M - $3.87M
|
500
$73.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-17.4K- 72.26% |
$2.67M - $3.38M
|
6.7K
$982K
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-5.7K- 6.5% |
$874K - $1.1M
|
82K
$12M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 6.38% |
$460 - $580
|
50
$7.33K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
776New |
$119K - $150K
|
776
$114K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-79- 1.96% |
$12.1K - $15.3K
|
3.95K
$578K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
178+ 153.45% |
$27.3K - $34.4K
|
294
$43.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
512+ 5.03% |
$78.5K - $99.1K
|
10.7K
$1.57M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
118+ 983.33% |
$18.1K - $22.8K
|
130
$19.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.36K- 41.14% |
$208K - $263K
|
1.94K
$285K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-317- 9.92% |
$48.6K - $61.3K
|
2.88K
$422K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-128- 0.92% |
$19.6K - $24.8K
|
13.7K
$2.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-343K- 99.35% |
$52.6M - $66.4M
|
2.23K
$327K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-551K- 81.88% |
$84.4M - $107M
|
122K
$17.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-2.24K- 24.91% |
$343K - $433K
|
6.75K
$989K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
1New |
$153 - $193
|
1
$147
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-4- 57.14% |
$613 - $774
|
3
$440
|
|
|
Apr 10, 2025
Q1 2025
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
BUY
|
- |
2.4K+ 5.01% |
$368K - $464K
|
50.3K
$7.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
9+ 0.19% |
$1.38K - $1.74K
|
4.87K
$713K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-27- 75.0% |
$4.14K - $5.22K
|
9
$1.32K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
2.31KNew |
$354K - $447K
|
2.31K
$338K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-6- 3.21% |
$920 - $1.16K
|
181
$26.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.59K+ 6.1% |
$244K - $307K
|
27.6K
$4.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.43KNew |
$525K - $663K
|
3.43K
$502K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-163- 5.91% |
$25K - $31.5K
|
2.6K
$380K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-106- 23.09% |
$16.2K - $20.5K
|
353
$51.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
42+ 29.37% |
$6.44K - $8.13K
|
185
$27.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
167+ 11.8% |
$25.6K - $32.3K
|
1.58K
$232K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
17K+ 7.6% |
$2.61M - $3.29M
|
241K
$35.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
98+ 200.0% |
$15K - $19K
|
147
$21.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.76K+ 161.12% |
$423K - $534K
|
4.47K
$655K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
25+ 2.35% |
$3.83K - $4.84K
|
1.09K
$160K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 166.67% |
$767 - $967
|
8
$1.17K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-66- 62.26% |
$10.1K - $12.8K
|
40
$5.86K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
114+ 42.07% |
$17.5K - $22.1K
|
385
$56.4K
|
|
| Q4 2024 | |||||||
|
Apr 08, 2025
Q4 2024
|
Ampersand Capital Group, L.P.
Burlingame, CA |
BUY
|
- |
55.9KNew |
$9.84M - $11.3M
|
55.9K
$8.19M
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-14.3K- 91.24% |
$2.52M - $2.89M
|
1.38K
$201K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
21New |
$3.7K - $4.24K
|
21
$3.08K
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
3.73KNew |
$656K - $753K
|
3.73K
$546K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.02K+ 28.98% |
$180K - $206K
|
4.54K
$666K
|
|
|
Mar 14, 2025
Q4 2024
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
38.5KNew |
$6.77M - $7.77M
|
38.5K
$5.64M
|
|
|
Mar 04, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-69.4K- 98.17% |
$12.2M - $14M
|
1.29K
$189K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2025
Q4 2024
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
58.3KNew |
$10.3M - $11.8M
|
58.3K
$8.55M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
80New |
$14.1K - $16.2K
|
80
$11.7K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.56K+ 11.36% |
$275K - $315K
|
15.3K
$2.24M
|
|
|
Feb 20, 2025
Q4 2024
|
Wormser Freres Gestion
Paris, I0 |
BUY
|
- |
168+ 0.35% |
$29.6K - $33.9K
|
48.1K
$7.06M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
859+ 0.59% |
$151K - $173K
|
145K
$21.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.27KNew |
$224K - $257K
|
1.27K
$187K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-3.22K- 68.62% |
$566K - $650K
|
1.47K
$216K
|
|