Purchases and Sales Made in Q1 2023 in Ptc Inc. (PTC)
This table provides information about the institutional ownership of Ptc Inc. (PTC) during Q1 2023. The information is specifically focused on institutions that hold shares of PTC INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
36+ 225.0% |
$4.22K - $4.97K
|
52
$8.9K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
35New |
$4.11K - $4.83K
|
35
$5.99K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
33+ 1.0% |
$3.87K - $4.56K
|
3.35K
$573K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
33+ 4.55% |
$3.87K - $4.56K
|
759
$130K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
27+ 540.0% |
$3.17K - $3.73K
|
32
$5.48K
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
25New |
$2.93K - $3.45K
|
25
$4.28K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
24+ 28.92% |
$2.82K - $3.31K
|
107
$18.3K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
24+ 109.09% |
$2.82K - $3.31K
|
46
$7.87K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
22+ 3.58% |
$2.58K - $3.04K
|
636
$109K
|
|
|
May 15, 2023
Q1 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
21+ 1.56% |
$2.46K - $2.9K
|
1.37K
$234K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
20+ 0.1% |
$2.35K - $2.76K
|
20.5K
$3.5M
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
18+ 0.06% |
$2.11K - $2.49K
|
28.9K
$4.94M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
18+ 1.89% |
$2.11K - $2.49K
|
972
$166K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
18New |
$2.11K - $2.49K
|
18
$3.08K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
18+ 0.33% |
$2.11K - $2.49K
|
5.42K
$927K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
18+ 69.23% |
$2.11K - $2.49K
|
44
$7.53K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
16New |
$1.88K - $2.21K
|
16
$2.74K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
15+ 26.79% |
$1.76K - $2.07K
|
71
$12.1K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
13New |
$1.53K - $1.8K
|
13
$2.22K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9New |
$1.06K - $1.24K
|
9
$1.54K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 1.7% |
$821 - $967
|
419
$71.7K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
5+ 5.0% |
$587 - $691
|
105
$18K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
4New |
$469 - $552
|
4
$684
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4New |
$469 - $552
|
4
$684
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4New |
$469 - $552
|
4
$684
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
3New |
$352 - $414
|
3
$513
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3+ 0.67% |
$352 - $414
|
452
$77.3K
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2New |
$235 - $276
|
2
$342
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$235 - $276
|
2
$342
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2+ 0.37% |
$235 - $276
|
549
$93.9K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1New |
$117 - $138
|
1
$171
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 8.33% |
$117 - $138
|
13
$2.22K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1+ 0.97% |
$117 - $138
|
104
$17.8K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1+ 100.0% |
$117 - $138
|
2
$342
|
|
|
May 09, 2023
Q1 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1New |
$117 - $138
|
1
$171
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 7.14% |
$117 - $138
|
15
$2.57K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1+ 0.03% |
$117 - $138
|
2.93K
$501K
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 6.67% |
$117 - $138
|
14
$2.4K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-1- 1.01% |
$117 - $138
|
98
$16.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1- 0.03% |
$117 - $138
|
3.6K
$616K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 3.39% |
$235 - $276
|
57
$9.75K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-2- 0.05% |
$235 - $276
|
3.79K
$648K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3- 37.5% |
$352 - $414
|
5
$856
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-5- 4.67% |
$587 - $691
|
102
$17.5K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-6- 8.33% |
$704 - $829
|
66
$11.3K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-7- 17.07% |
$821 - $967
|
34
$5.82K
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-9- 1.29% |
$1.06K - $1.24K
|
690
$118K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-10- 1.18% |
$1.17K - $1.38K
|
835
$143K
|