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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
76+ 0.11% |
$13.2K - $16.5K
|
68.7K
$12M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
75New |
$13K - $16.2K
|
75
$13.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
71+ 0.43% |
$12.3K - $15.4K
|
16.7K
$2.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
67New |
$11.6K - $14.5K
|
67
$11.7K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
63+ 1.36% |
$10.9K - $13.6K
|
4.7K
$818K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
59+ 29.65% |
$10.2K - $12.8K
|
258
$44.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
53+ 37.59% |
$9.17K - $11.5K
|
194
$33.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
53+ 2.46% |
$9.17K - $11.5K
|
2.21K
$385K
|
|
|
Nov 12, 2025
Q3 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
51+ 9.32% |
$8.83K - $11K
|
598
$104K
|
|
|
Oct 23, 2025
Q3 2025
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
49+ 0.41% |
$8.48K - $10.6K
|
12.1K
$2.12M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
46New |
$7.96K - $9.96K
|
46
$8.01K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
44+ 2.34% |
$7.62K - $9.53K
|
1.93K
$336K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
43New |
$7.44K - $9.31K
|
43
$7.49K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
43New |
$7.44K - $9.31K
|
43
$7.49K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
42+ 2.56% |
$7.27K - $9.09K
|
1.68K
$293K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
41+ 15.3% |
$7.1K - $8.88K
|
309
$53.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
41+ 2.07% |
$7.1K - $8.88K
|
2.02K
$352K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
41+ 2.6% |
$7.1K - $8.88K
|
1.62K
$282K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
37+ 112.12% |
$6.4K - $8.01K
|
70
$12.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Equitable Trust CO
|
BUY
|
- |
36+ 0.91% |
$6.23K - $7.8K
|
4.01K
$698K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
36New |
$6.23K - $7.8K
|
36
$6.27K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
36+ 0.89% |
$6.23K - $7.8K
|
4.09K
$713K
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
35+ 2.94% |
$6.06K - $7.58K
|
1.22K
$213K
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
35+ 0.21% |
$6.06K - $7.58K
|
16.4K
$2.85M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
32New |
$5.54K - $6.93K
|
32
$5.57K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
27+ 1.29% |
$4.67K - $5.85K
|
2.11K
$368K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
27+ 51.92% |
$4.67K - $5.85K
|
79
$13.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
25+ 21.55% |
$4.33K - $5.41K
|
141
$24.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
24+ 0.55% |
$4.15K - $5.2K
|
4.42K
$770K
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
23+ 191.67% |
$3.98K - $4.98K
|
35
$6.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
23+ 2.89% |
$3.98K - $4.98K
|
818
$143K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
22New |
$3.81K - $4.76K
|
22
$3.83K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
19New |
$3.29K - $4.11K
|
19
$3.31K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
19+ 22.89% |
$3.29K - $4.11K
|
102
$17.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
18+ 0.56% |
$3.12K - $3.9K
|
3.26K
$568K
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
18+ 0.11% |
$3.12K - $3.9K
|
16.6K
$2.9M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
17+ 130.77% |
$2.94K - $3.68K
|
30
$5.23K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
16New |
$2.77K - $3.46K
|
16
$2.79K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
16New |
$2.77K - $3.46K
|
16
$2.79K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
16New |
$2.77K - $3.46K
|
16
$2.79K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
15+ 11.54% |
$2.6K - $3.25K
|
145
$25.3K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
13New |
$2.25K - $2.81K
|
13
$2.26K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
12+ 9.6% |
$2.08K - $2.6K
|
137
$23.9K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
12+ 7.19% |
$2.08K - $2.6K
|
179
$31.2K
|
|
|
Nov 14, 2025
Q3 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
11+ 0.01% |
$1.9K - $2.38K
|
182K
$31.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
11New |
$1.9K - $2.38K
|
11
$1.92K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
11+ 37.93% |
$1.9K - $2.38K
|
40
$6.97K
|
|
|
Nov 14, 2025
Q3 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
10+ 1.12% |
$1.73K - $2.17K
|
902
$157K
|
|
|
Nov 14, 2025
Q3 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
10+ 3.24% |
$1.73K - $2.17K
|
319
$55.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
10+ 0.7% |
$1.73K - $2.17K
|
1.44K
$251K
|
|