Latest Institutional Purchases of Ptc Inc. (PTC)
This list provides information on the latest institutional transactions involving Ptc Inc. (PTC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
36+ 0.84% |
$3.8K - $4.75K
|
4.32K
$720K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
31New |
$3.27K - $4.09K
|
31
$5.16K
|
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
10New |
$1.06K - $1.32K
|
10
$1.67K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
9+ 100.0% |
$950 - $1.19K
|
18
$3K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
5New |
$528 - $660
|
5
$833
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5New |
$528 - $660
|
5
$833
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
30.1KNew |
$3.02M - $3.79M
|
30.1K
$5.01M
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
13.2KNew |
$1.32M - $1.66M
|
13.2K
$2.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
4.4K+ 43.04% |
$441K - $553K
|
14.6K
$2.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
2.54K+ 11.09% |
$254K - $319K
|
25.4K
$4.23M
|
|
|
Oct 25, 2022
Q3 2022
|
Aubrey Capital Management LTD
Edinburgh, X0 |
BUY
|
- |
1.24K+ 43.77% |
$124K - $156K
|
4.08K
$679K
|
|
|
Nov 14, 2022
Q3 2022
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
757New |
$75.9K - $95.2K
|
757
$126K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
604New |
$60.6K - $76K
|
604
$101K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
595+ 2.08% |
$59.7K - $74.9K
|
29.2K
$4.86M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
539New |
$54K - $67.8K
|
539
$89.8K
|
|
|
Oct 11, 2022
Q3 2022
|
Pflug Koory, LLC
|
BUY
|
- |
86New |
$8.62K - $10.8K
|
86
$14.3K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
25New |
$2.51K - $3.15K
|
25
$4.16K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
20+ 5.39% |
$2.01K - $2.52K
|
391
$65.1K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
13+ 21.67% |
$1.3K - $1.64K
|
73
$12.2K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5New |
$501 - $629
|
5
$833
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
4New |
$401 - $503
|
4
$666
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1New |
$100 - $126
|
1
$167
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
6KNew |
$586K - $718K
|
6K
$999K
|
|
|
Aug 12, 2022
Q2 2022
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
3.08KNew |
$301K - $369K
|
3.08K
$513K
|
|
|
Aug 12, 2022
Q2 2022
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.52KNew |
$246K - $302K
|
2.52K
$420K
|
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
2.1K+ 3379.03% |
$205K - $251K
|
2.16K
$359K
|
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.88KNew |
$184K - $225K
|
1.88K
$313K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
512New |
$50K - $61.3K
|
512
$85.3K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
43New |
$4.2K - $5.15K
|
43
$7.16K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
15New |
$1.46K - $1.8K
|
15
$2.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
12New |
$1.17K - $1.44K
|
12
$2K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
19.9K+ 39.41% |
$2.02M - $2.45M
|
70.4K
$11.7M
|
|
|
May 11, 2022
Q1 2022
|
Iyo Bank, Ltd.
|
BUY
|
- |
605+ 10.25% |
$61.4K - $74.4K
|
6.51K
$1.08M
|
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
395New |
$40.1K - $48.6K
|
395
$65.8K
|
|
|
May 16, 2022
Q1 2022
|
Achmea Investment Management B.V.
|
BUY
|
- |
200New |
$20.3K - $24.6K
|
200
$33.3K
|
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
BUY
|
CALL |
100+ 100.0% |
$10.2K - $12.3K
|
200
$33.3K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
10New |
$1.02K - $1.23K
|
10
$1.67K
|
|
| Q4 2021 | |||||||
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
4.6KNew |
$487K - $597K
|
4.6K
$766K
|
|
|
Feb 10, 2022
Q4 2021
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
1.06KNew |
$112K - $138K
|
1.06K
$176K
|
|
|
Jan 19, 2022
Q4 2021
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
171+ 6.5% |
$18.1K - $22.2K
|
2.8K
$466K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
24New |
$2.54K - $3.12K
|
24
$4K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
499New |
$59.8K - $76.2K
|
499
$83.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
35New |
$4.19K - $5.34K
|
35
$5.83K
|
|
|
Nov 04, 2021
Q3 2021
|
Close Asset Management LTD
|
BUY
|
- |
25+ 33.33% |
$2.99K - $3.82K
|
100
$16.7K
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
8New |
$958 - $1.22K
|
8
$1.33K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
22.4KNew |
$2.81M - $3.33M
|
22.4K
$3.73M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
1.43KNew |
$179K - $213K
|
1.43K
$238K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
8.6K+ 186.96% |
$698K - $1.03M
|
13.2K
$2.2M
|
|
|
Feb 09, 2021
Q4 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
400New |
$32.5K - $48.1K
|
400
$66.6K
|
|