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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
124K+ 173.64% |
$21.5M - $26.9M
|
196K
$34.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
578+ 41.49% |
$100K - $125K
|
1.97K
$343K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
4.9K+ 34.68% |
$849K - $1.06M
|
19K
$3.32M
|
|
|
Oct 14, 2025
Q3 2025
|
Ccla Investment Management LTD
London, X0 |
BUY
|
- |
138K+ 25.05% |
$23.8M - $29.8M
|
687K
$120M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-7.8K- 10.2% |
$1.35M - $1.69M
|
68.7K
$12M
|
|
|
Oct 14, 2025
Q3 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
95+ 14.33% |
$16.4K - $20.6K
|
758
$132K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3New |
$519 - $650
|
3
$523
|
|
|
Oct 14, 2025
Q3 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-50- 4.27% |
$8.65K - $10.8K
|
1.12K
$195K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
191+ 6.83% |
$33.1K - $41.4K
|
2.99K
$521K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-754- 5.59% |
$130K - $163K
|
12.7K
$2.22M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 5.56% |
$173 - $217
|
19
$3.31K
|
|
|
Oct 10, 2025
Q3 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-8.57K- 51.63% |
$1.48M - $1.86M
|
8.03K
$1.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
868+ 1.14% |
$150K - $188K
|
77K
$13.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
254+ 14.78% |
$44K - $55K
|
1.97K
$344K
|
|
|
Oct 10, 2025
Q3 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-189- 1.71% |
$32.7K - $40.9K
|
10.8K
$1.89M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
2New |
$346 - $433
|
2
$348
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 33.33% |
$346 - $433
|
8
$1.39K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-11.9K- 31.53% |
$2.05M - $2.57M
|
25.8K
$4.49M
|
|
|
Oct 09, 2025
Q3 2025
|
Bdf Gestion
Paris, I0 |
SELL
|
- |
-1.51K- 17.22% |
$262K - $327K
|
7.27K
$1.27M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
12+ 7.19% |
$2.08K - $2.6K
|
179
$31.2K
|
|
|
Oct 08, 2025
Q3 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.11K+ 3.77% |
$191K - $239K
|
30.4K
$5.3M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-169- 3.79% |
$29.2K - $36.6K
|
4.3K
$748K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 7.14% |
$346 - $433
|
30
$5.23K
|
|
|
Oct 07, 2025
Q3 2025
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
BUY
|
- |
5.38K+ 8.35% |
$931K - $1.16M
|
69.8K
$12.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-50- 1.75% |
$8.65K - $10.8K
|
2.81K
$489K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
986New |
$171K - $213K
|
986
$172K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.61KNew |
$278K - $348K
|
1.61K
$280K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2New |
$346 - $433
|
2
$348
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
69.2K+ 113.45% |
$9.46M - $12M
|
130K
$22.7M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
57.5K+ 63.18% |
$7.86M - $9.96M
|
148K
$25.9M
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-4.41K- 34.58% |
$603K - $764K
|
8.34K
$1.45M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
3New |
$410 - $520
|
3
$523
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
29+ 9.76% |
$3.97K - $5.02K
|
326
$56.8K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1- 11.11% |
$137 - $173
|
8
$1.39K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
26New |
$3.56K - $4.5K
|
26
$4.53K
|
|
|
Aug 14, 2025
Q2 2025
|
Avanda Investment Management Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-1.26K- 6.34% |
$172K - $218K
|
18.6K
$3.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
249+ 14.74% |
$34K - $43.1K
|
1.94K
$338K
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.5K- 8.67% |
$205K - $260K
|
15.8K
$2.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
400New |
$54.7K - $69.3K
|
400
$69.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
1.58K+ 0.48% |
$215K - $273K
|
332K
$57.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
2.01KNew |
$275K - $348K
|
2.01K
$350K
|
|
|
Aug 14, 2025
Q2 2025
|
Granahan Investment Management, LLC
Waltham, MA |
BUY
|
- |
22.4K+ 110.17% |
$3.06M - $3.87M
|
42.7K
$7.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.56KNew |
$214K - $271K
|
1.56K
$272K
|
|
|
Aug 14, 2025
Q2 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-500- 4.59% |
$68.4K - $86.6K
|
10.4K
$1.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
300New |
$41K - $52K
|
300
$52.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
23.9KNew |
$3.27M - $4.14M
|
23.9K
$4.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
598+ 4.12% |
$81.8K - $104K
|
15.1K
$2.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.31KNew |
$179K - $227K
|
1.31K
$229K
|
|
|
Aug 14, 2025
Q2 2025
|
Durable Capital Partners LP
Bethesda, MD |
BUY
|
- |
43.6K+ 18.57% |
$5.97M - $7.56M
|
279K
$48.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
1.17K+ 63.09% |
$160K - $203K
|
3.03K
$527K
|
|