Institutional Ownership Ptc Inc. (PTC)
This table provides information about the institutional ownership of Ptc Inc. (PTC). We have compiled data on the 653 institutions that hold shares in the stock, with a total of 119 Million shares, which have been reported (via 13F filing form) to have a value of $21.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
146
shares
|
$26,627
0.0% of portfolio
|
Q3 2024
Added 5.8%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
128
shares
|
$23,344
0.0% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
128
shares
|
$23,344
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
126
shares
|
$22,979
0.0% of portfolio
|
Q3 2024
Reduced 11.27%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
123
shares
|
$22,432
0.0% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
119
shares
|
$21,703
0.0% of portfolio
|
Q3 2024
Added 19.0%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
109
shares
|
$19,879
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
106
shares
|
$19,332
0.0% of portfolio
|
Q4 2024
Added 165.0%
|
|
|
Close Asset Management LTD
|
Nov 12, 2024 Q3 2024 |
100
shares
|
$18,238
0.0% of portfolio
|
Q3 2021
Added 33.33%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
100
shares
|
$18,238
0.0% of portfolio
|
Q1 2023
Reduced 13.79%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
96
shares
|
$17,508
0.0% of portfolio
|
Q1 2024
Reduced 5.88%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
88
shares
|
$16,049
0.04% of portfolio
|
Q3 2024
Reduced 27.27%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
85
shares
|
$15,502
0.0% of portfolio
|
Q3 2024
Reduced 8.6%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
78
shares
|
$14,225
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
77
shares
|
$14,043
0.0% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
73
shares
|
$13,313
0.0% of portfolio
|
Q3 2022
Added 21.67%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
69
shares
|
$12,584
0.0% of portfolio
|
Q3 2024
Added 38.0%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
65
shares
|
$11,854
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
65
shares
|
$11,854
0.0% of portfolio
|
Q3 2024
Added 10.17%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
62
shares
|
$11,307
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
58
shares
|
$10,578
0.0% of portfolio
|
Q3 2024
Added 314.29%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
57
shares
|
$10,395
0.0% of portfolio
|
Q2 2024
Reduced 41.84%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
56
shares
|
$10,213
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
52
shares
|
$9,483
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
52
shares
|
$9,483
0.0% of portfolio
|
Q4 2024
Added 333.33%
|