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 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.16K+ 3.82% |
$202K - $239K
|
31.6K
$5.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
BUY
|
- |
2.8K+ 4.01% |
$487K - $576K
|
72.6K
$12.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
4.67KNew |
$812K - $961K
|
4.67K
$814K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2New |
$348 - $412
|
2
$348
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
217+ 22.01% |
$37.7K - $44.7K
|
1.2K
$210K
|
|
|
Jan 12, 2026
Q4 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-720- 13.46% |
$125K - $148K
|
4.63K
$807K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-105- 2.83% |
$18.3K - $21.6K
|
3.61K
$628K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
25+ 1.74% |
$4.35K - $5.15K
|
1.47K
$255K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-24- 30.38% |
$4.17K - $4.94K
|
55
$9.58K
|
|
|
Jan 12, 2026
Q4 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
672+ 6.2% |
$117K - $138K
|
11.5K
$2M
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-26- 74.29% |
$4.52K - $5.35K
|
9
$1.57K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-35.2K- 69.05% |
$6.12M - $7.25M
|
15.8K
$2.75M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
SELL
|
- |
-13- 0.59% |
$2.26K - $2.68K
|
2.2K
$383K
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-3.07K- 5.55% |
$534K - $632K
|
52.2K
$9.1M
|
|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
BUY
|
- |
17K+ 11.62% |
$2.96M - $3.5M
|
164K
$28.5M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2+ 33.33% |
$348 - $412
|
8
$1.39K
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
166+ 11.08% |
$28.9K - $34.2K
|
1.66K
$290K
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
55.5K+ 25.94% |
$9.65M - $11.4M
|
269K
$46.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
188+ 4.6% |
$32.7K - $38.7K
|
4.28K
$745K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.41K+ 30.07% |
$245K - $289K
|
6.08K
$1.06M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
701+ 361.34% |
$122K - $144K
|
895
$156K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
40+ 133.33% |
$6.96K - $8.23K
|
70
$12.2K
|
|
|
Jan 07, 2026
Q4 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-16.9K- 25.02% |
$2.94M - $3.48M
|
50.7K
$8.84M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-20- 0.77% |
$3.48K - $4.12K
|
2.58K
$449K
|
|
|
Jan 07, 2026
Q4 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-93- 1.43% |
$16.2K - $19.1K
|
6.4K
$1.12M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-21- 4.07% |
$3.65K - $4.32K
|
495
$86.2K
|
|
|
Jan 06, 2026
Q4 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
200New |
$34.8K - $41.2K
|
200
$34.8K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
51+ 3.4% |
$8.87K - $10.5K
|
1.55K
$270K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
247+ 7.04% |
$43K - $50.8K
|
3.76K
$655K
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-366- 10.34% |
$63.3K - $79.2K
|
3.17K
$553K
|
|
|
Dec 29, 2025
Q3 2025
|
Mirova
Paris, I0 |
BUY
|
- |
522+ 3.37% |
$90.3K - $113K
|
16K
$2.79M
|
|
|
Dec 18, 2025
Q3 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
13.6KNew |
$2.36M - $2.95M
|
13.6K
$2.37M
|
|
|
Dec 15, 2025
Q3 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-200- 3.57% |
$34.6K - $43.3K
|
5.4K
$941K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-129Closed |
$22.3K - $27.9K
|
0
$0
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.12K- 86.92% |
$367K - $459K
|
319
$55.6K
|
|
|
Dec 01, 2025
Q3 2025
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-424- 17.96% |
$73.4K - $91.8K
|
1.94K
$337K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
43New |
$7.44K - $9.31K
|
43
$7.49K
|
|
|
Nov 24, 2025
Q3 2025
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-161- 2.71% |
$27.9K - $34.9K
|
5.79K
$1.01M
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 2.38% |
$346 - $433
|
86
$15K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-1.36K- 7.57% |
$235K - $293K
|
16.5K
$2.88M
|
|
|
Nov 21, 2025
Q3 2025
|
Petix & Botte CO
|
BUY
|
- |
1KNew |
$173K - $217K
|
1K
$174K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
140+ 11.4% |
$24.2K - $30.3K
|
1.37K
$238K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.05K- 3.56% |
$182K - $228K
|
28.5K
$4.97M
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-4- 8.33% |
$692 - $866
|
44
$7.67K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
476+ 17.26% |
$82.4K - $103K
|
3.23K
$563K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
405+ 3.91% |
$70.1K - $87.7K
|
10.8K
$1.87M
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
121K+ 4.17% |
$20.9M - $26.1M
|
3.01M
$525M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
131+ 2.93% |
$22.7K - $28.4K
|
4.6K
$802K
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
6.1K+ 7.22% |
$1.06M - $1.32M
|
90.5K
$15.8M
|
|
|
Nov 17, 2025
Q3 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
6.28KNew |
$1.09M - $1.36M
|
6.28K
$1.09M
|
|