Purchases and Sales Made in Q1 2024 in Ptc Inc. (PTC)
This table provides information about the institutional ownership of Ptc Inc. (PTC) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.41K+ 61.19% |
$235K - $269K
|
3.73K
$637K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.34K+ 20.34% |
$222K - $255K
|
7.92K
$1.36M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.27KNew |
$210K - $241K
|
1.27K
$216K
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.25KNew |
$207K - $238K
|
1.25K
$214K
|
|
|
May 14, 2024
Q1 2024
|
Lgt Group Foundation
|
BUY
|
- |
1.25K+ 4.23% |
$207K - $237K
|
30.7K
$5.26M
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.22KNew |
$202K - $232K
|
1.22K
$208K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.21KNew |
$200K - $229K
|
1.21K
$206K
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.19K+ 0.82% |
$198K - $227K
|
147K
$25.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.15KNew |
$191K - $219K
|
1.15K
$197K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.14KNew |
$189K - $217K
|
1.14K
$195K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.12KNew |
$186K - $213K
|
1.12K
$192K
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
1.11KNew |
$184K - $211K
|
1.11K
$190K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.11KNew |
$183K - $210K
|
1.11K
$189K
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.07KNew |
$177K - $204K
|
1.07K
$183K
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
922New |
$153K - $175K
|
922
$158K
|
|
|
May 13, 2024
Q1 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
913+ 54.22% |
$151K - $174K
|
2.6K
$444K
|
|
|
May 10, 2024
Q1 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
875+ 74.66% |
$145K - $166K
|
2.05K
$350K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
864+ 5.2% |
$143K - $164K
|
17.5K
$2.99M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
848New |
$141K - $161K
|
848
$145K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
826+ 22.8% |
$137K - $157K
|
4.45K
$761K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
807+ 22.19% |
$134K - $154K
|
4.44K
$760K
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
794+ 7.76% |
$132K - $151K
|
11K
$1.89M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
789+ 26.51% |
$131K - $150K
|
3.77K
$644K
|
|
|
May 13, 2024
Q1 2024
|
Tredje Ap Fonden
|
BUY
|
- |
745+ 3.91% |
$124K - $142K
|
19.8K
$3.39M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
740+ 22.82% |
$123K - $141K
|
3.98K
$681K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
737+ 21.29% |
$122K - $140K
|
4.2K
$718K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
723+ 159.6% |
$120K - $138K
|
1.18K
$201K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
711+ 66.32% |
$118K - $135K
|
1.78K
$305K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
689+ 3.32% |
$114K - $131K
|
21.4K
$3.67M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
672+ 18.17% |
$111K - $128K
|
4.37K
$748K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
670+ 1.59% |
$111K - $127K
|
42.7K
$7.31M
|
|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
670+ 31.29% |
$111K - $127K
|
2.81K
$481K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
663+ 0.64% |
$110K - $126K
|
104K
$17.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
653+ 124.86% |
$108K - $124K
|
1.18K
$201K
|
|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
627+ 11.49% |
$104K - $119K
|
6.08K
$1.04M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
621New |
$103K - $118K
|
621
$106K
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
600+ 10.91% |
$99.5K - $114K
|
6.1K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
581+ 4.25% |
$96.4K - $111K
|
14.3K
$2.44M
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
564+ 3.49% |
$93.5K - $107K
|
16.7K
$2.86M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
562+ 13.56% |
$93.2K - $107K
|
4.71K
$805K
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
553+ 14.48% |
$91.7K - $105K
|
4.37K
$748K
|
|
|
May 13, 2024
Q1 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
539+ 5.2% |
$89.4K - $103K
|
10.9K
$1.87M
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
533+ 2.06% |
$88.4K - $101K
|
26.4K
$4.51M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
514+ 97.35% |
$85.2K - $97.8K
|
1.04K
$178K
|
|
|
May 14, 2024
Q1 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
500+ 11.11% |
$82.9K - $95.1K
|
5K
$856K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
499New |
$82.8K - $94.9K
|
499
$85.4K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
484+ 3.93% |
$80.3K - $92.1K
|
12.8K
$2.19M
|
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
465+ 5.82% |
$77.1K - $88.5K
|
8.46K
$1.45M
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
459+ 14.35% |
$76.1K - $87.3K
|
3.66K
$626K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
451+ 13.16% |
$74.8K - $85.8K
|
3.88K
$664K
|