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 |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
2.88K+ 72.86% |
$475K - $540K
|
6.84K
$1.17M
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
10New |
$1.65K - $1.87K
|
10
$1.71K
|
|
Nov 08, 2024
Q3 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-276- 17.02% |
$45.5K - $51.7K
|
1.35K
$230K
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-52.6K- 71.56% |
$8.66M - $9.85M
|
20.9K
$3.57M
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-4.76K- 6.9% |
$785K - $891K
|
64.2K
$11M
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-305- 7.9% |
$50.3K - $57.1K
|
3.56K
$609K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
19+ 38.0% |
$3.13K - $3.56K
|
69
$11.8K
|
|
Nov 05, 2024
Q3 2024
|
Torray LLC
|
BUY
|
- |
1.14KNew |
$187K - $213K
|
1.14K
$194K
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.67KNew |
$275K - $313K
|
1.67K
$286K
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 14.71% |
$824 - $937
|
29
$4.96K
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
20+ 74.07% |
$3.3K - $3.75K
|
47
$8.04K
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
1.49KNew |
$245K - $279K
|
1.49K
$254K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
38New |
$6.26K - $7.12K
|
38
$6.5K
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.76K- 4.34% |
$290K - $329K
|
38.7K
$6.63M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
52New |
$8.57K - $9.74K
|
52
$8.9K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1New |
$165 - $187
|
1
$171
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
2.11K+ 7.69% |
$347K - $394K
|
29.5K
$5.05M
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
31+ 2.24% |
$5.11K - $5.81K
|
1.42K
$242K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
3New |
$495 - $562
|
3
$513
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-33- 27.27% |
$5.44K - $6.18K
|
88
$15.1K
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
109New |
$18K - $20.4K
|
109
$18.6K
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-3.74K- 74.3% |
$616K - $700K
|
1.29K
$221K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-15- 24.19% |
$2.47K - $2.81K
|
47
$8.04K
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
1.54KNew |
$253K - $288K
|
1.54K
$263K
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
2.18KNew |
$359K - $408K
|
2.18K
$373K
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.09K+ 23.39% |
$180K - $204K
|
5.76K
$985K
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 4.08% |
$330 - $375
|
51
$8.73K
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.25KNew |
$206K - $234K
|
1.25K
$214K
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-752- 0.65% |
$124K - $141K
|
115K
$19.7M
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
50+ 2.05% |
$8.24K - $9.37K
|
2.49K
$426K
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-31- 2.67% |
$5.11K - $5.81K
|
1.13K
$193K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.28K+ 786.5% |
$211K - $240K
|
1.45K
$247K
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
66+ 0.25% |
$10.9K - $12.4K
|
26K
$4.44M
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-45- 3.29% |
$7.42K - $8.43K
|
1.32K
$227K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.77K- 3.38% |
$786K - $894K
|
137K
$23.4M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.39K- 66.15% |
$394K - $448K
|
1.22K
$209K
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
6+ 3.31% |
$989 - $1.12K
|
187
$32K
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
12New |
$1.98K - $2.25K
|
12
$2.05K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-9- 6.57% |
$1.48K - $1.69K
|
128
$21.9K
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-2- 7.14% |
$330 - $375
|
26
$4.45K
|
|
Oct 15, 2024
Q3 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-911- 8.49% |
$150K - $171K
|
9.82K
$1.68M
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.5K- 40.0% |
$247K - $281K
|
2.25K
$385K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
120+ 240.0% |
$19.8K - $22.5K
|
170
$29.1K
|
|
Oct 10, 2024
Q3 2024
|
Covea Finance
|
SELL
|
- |
-4K- 20.73% |
$659K - $749K
|
15.3K
$2.62M
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
17New |
$2.8K - $3.18K
|
17
$2.91K
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
18New |
$2.97K - $3.37K
|
18
$3.08K
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
8.94KNew |
$1.47M - $1.67M
|
8.94K
$1.53M
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
15KNew |
$2.56M - $2.82M
|
15K
$2.57M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
12KNew |
$2.05M - $2.26M
|
12K
$2.06M
|
|
Aug 14, 2024
Q2 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
700+ 13.05% |
$119K - $132K
|
6.06K
$1.04M
|