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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
3.77KNew |
$663K - $761K
|
3.77K
$645K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
36.2K+ 4.61% |
$6.38M - $7.31M
|
822K
$141M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.31% |
$17.6K - $20.2K
|
32.7K
$5.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-7.99K- 9.79% |
$1.41M - $1.61M
|
73.7K
$12.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-114- 3.0% |
$20.1K - $23K
|
3.69K
$631K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
12New |
$2.11K - $2.42K
|
12
$2.05K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
297+ 825.0% |
$52.3K - $60K
|
333
$57K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
1.06K+ 13.71% |
$187K - $214K
|
8.8K
$1.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
259+ 10.55% |
$45.6K - $52.3K
|
2.71K
$464K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
559+ 1.63% |
$98.4K - $113K
|
34.9K
$5.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
9+ 47.37% |
$1.58K - $1.82K
|
28
$4.79K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
798KNew |
$140M - $161M
|
798K
$137M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.68KNew |
$296K - $340K
|
1.68K
$288K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
25+ 12.95% |
$4.4K - $5.05K
|
218
$37.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
SELL
|
- |
-36.8K- 8.97% |
$6.48M - $7.44M
|
374K
$63.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
3.2KNew |
$562K - $645K
|
3.2K
$547K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-13K- 74.61% |
$2.29M - $2.62M
|
4.42K
$756K
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
684+ 39.88% |
$120K - $138K
|
2.4K
$410K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.13KNew |
$375K - $430K
|
2.13K
$365K
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
800+ 1.75% |
$141K - $162K
|
46.6K
$7.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-94- 1.05% |
$16.5K - $19K
|
8.82K
$1.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
48.2KNew |
$8.48M - $9.73M
|
48.2K
$8.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
- |
80+ 0.42% |
$14.1K - $16.2K
|
19.2K
$3.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 4.11% |
$1.06K - $1.21K
|
152
$26K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
9+ 13.85% |
$1.58K - $1.82K
|
74
$12.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.44KNew |
$254K - $291K
|
1.44K
$247K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1- 1.3% |
$176 - $202
|
76
$13K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-163- 0.61% |
$28.7K - $32.9K
|
26.4K
$4.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
809+ 1.27% |
$142K - $163K
|
64.6K
$11.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-159- 2.39% |
$28K - $32.1K
|
6.5K
$1.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-209- 1.48% |
$36.8K - $42.2K
|
14K
$2.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
76.5K+ 174.13% |
$13.5M - $15.4M
|
120K
$20.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
101+ 1.04% |
$17.8K - $20.4K
|
9.85K
$1.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
8New |
$1.41K - $1.62K
|
8
$1.37K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
205+ 83.0% |
$36.1K - $41.4K
|
452
$77.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
422+ 1140.54% |
$74.3K - $85.2K
|
459
$78.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
124New |
$21.8K - $25K
|
124
$21.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
1.6K+ 3.7% |
$282K - $323K
|
44.9K
$7.68M
|
|
|
Feb 04, 2025
Q4 2024
|
C World Wide Group Holding A
|
SELL
|
- |
-272K- 75.86% |
$47.8M - $54.8M
|
86.4K
$14.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-4.93K- 79.94% |
$867K - $995K
|
1.24K
$211K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-15- 24.59% |
$2.64K - $3.03K
|
46
$7.87K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.24K+ 15.27% |
$217K - $249K
|
9.32K
$1.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-6- 4.03% |
$1.06K - $1.21K
|
143
$24.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-70.4K- 6.36% |
$12.4M - $14.2M
|
1.04M
$177M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
459New |
$80.8K - $92.7K
|
459
$78.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
1.89K+ 13.09% |
$333K - $382K
|
16.4K
$2.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-350- 1.43% |
$61.6K - $70.7K
|
24.2K
$4.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-2.38K- 11.55% |
$419K - $481K
|
18.2K
$3.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
91+ 3.19% |
$16K - $18.4K
|
2.95K
$504K
|
|
|
Feb 04, 2025
Q4 2024
|
Granite Shares Advisors LLC
|
SELL
|
- |
-800- 23.37% |
$141K - $162K
|
2.62K
$449K
|