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 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
28.7K+ 3.27% |
$4.97M - $6.21M
|
906K
$158M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.77K- 67.53% |
$480K - $601K
|
1.33K
$232K
|
|
|
Nov 10, 2025
Q3 2025
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-5.72K- 70.47% |
$989K - $1.24M
|
2.4K
$417K
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-4- 11.43% |
$692 - $866
|
31
$5.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Equitable Trust CO
|
BUY
|
- |
36+ 0.91% |
$6.23K - $7.8K
|
4.01K
$698K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-54- 4.71% |
$9.35K - $11.7K
|
1.09K
$190K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-117- 16.6% |
$20.2K - $25.3K
|
588
$102K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-59- 18.85% |
$10.2K - $12.8K
|
254
$44.2K
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-411- 0.26% |
$71.1K - $89K
|
156K
$27.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
BUY
|
- |
9.28K+ 31.25% |
$1.61M - $2.01M
|
39K
$6.79M
|
|
|
Nov 10, 2025
Q3 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
572+ 21.51% |
$99K - $124K
|
3.23K
$563K
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
SELL
|
- |
-67.8K- 11.88% |
$11.7M - $14.7M
|
503K
$87.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2+ 18.18% |
$346 - $433
|
13
$2.26K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
423+ 4.18% |
$73.2K - $91.6K
|
10.5K
$1.84M
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
SELL
|
- |
-444- 2.33% |
$76.8K - $96.1K
|
18.6K
$3.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
15.2K+ 5.97% |
$2.63M - $3.29M
|
270K
$47M
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-11.2K- 69.29% |
$1.94M - $2.43M
|
4.98K
$867K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
937+ 54.29% |
$162K - $203K
|
2.66K
$464K
|
|
|
Nov 10, 2025
Q3 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.98KNew |
$342K - $428K
|
1.98K
$344K
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
3+ 12.5% |
$519 - $650
|
27
$4.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
380+ 5.19% |
$65.8K - $82.3K
|
7.71K
$1.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
1.25KNew |
$216K - $270K
|
1.25K
$217K
|
|
|
Nov 07, 2025
Q3 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-3.56K- 25.05% |
$616K - $771K
|
10.7K
$1.86M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.06K+ 8.19% |
$530K - $663K
|
40.5K
$7.05M
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
2.54K+ 6.71% |
$440K - $550K
|
40.4K
$7.04M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-90K- 10.31% |
$15.6M - $19.5M
|
782K
$136M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
219+ 5.2% |
$37.9K - $47.4K
|
4.43K
$772K
|
|
|
Nov 07, 2025
Q3 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-8- 0.21% |
$1.38K - $1.73K
|
3.82K
$665K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-30.2K- 0.2% |
$5.22M - $6.53M
|
14.7M
$2.56B
|
|
|
Nov 07, 2025
Q3 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
5.94K+ 68.45% |
$1.03M - $1.29M
|
14.6K
$2.55M
|
|
|
Nov 07, 2025
Q3 2025
|
Tobam
|
SELL
|
- |
-41- 7.56% |
$7.1K - $8.88K
|
501
$87.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
6.72K+ 7.99% |
$1.16M - $1.46M
|
90.8K
$15.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
3.72K+ 128.53% |
$644K - $806K
|
6.62K
$1.15M
|
|
|
Nov 07, 2025
Q3 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1KNew |
$173K - $217K
|
1K
$175K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-5- 4.03% |
$865 - $1.08K
|
119
$20.7K
|
|
|
Nov 07, 2025
Q3 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
2.15KNew |
$372K - $466K
|
2.15K
$375K
|
|
|
Nov 07, 2025
Q3 2025
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.86K- 3.83% |
$495K - $620K
|
71.9K
$12.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Horrell Capital Management, Inc.
|
BUY
|
- |
4New |
$692 - $866
|
4
$697
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
258+ 19.77% |
$44.7K - $55.9K
|
1.56K
$272K
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
762+ 2.29% |
$132K - $165K
|
34K
$5.92M
|
|
|
Nov 07, 2025
Q3 2025
|
Kidder Stephen W
|
BUY
|
- |
1KNew |
$173K - $217K
|
1K
$174K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
937+ 35.8% |
$162K - $203K
|
3.55K
$619K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-7.9K- 63.9% |
$1.37M - $1.71M
|
4.46K
$777K
|
|
|
Nov 06, 2025
Q3 2025
|
Versor Investments LP
|
BUY
|
- |
5.3KNew |
$916K - $1.15M
|
5.3K
$922K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
8New |
$1.38K - $1.73K
|
8
$1.39K
|
|
|
Nov 06, 2025
Q3 2025
|
Impax Asset Management Group PLC
|
SELL
|
- |
-22K- 2.92% |
$3.8M - $4.75M
|
729K
$127M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
803+ 7.15% |
$139K - $174K
|
12K
$2.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-3.45K- 1.5% |
$597K - $747K
|
227K
$39.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.07KNew |
$185K - $232K
|
1.07K
$186K
|
|
|
Nov 06, 2025
Q3 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
9.65KNew |
$1.67M - $2.09M
|
9.65K
$1.68M
|
|