Purchases and Sales Made in Q3 2023 in Ptc Inc. (PTC)
This table provides information about the institutional ownership of Ptc Inc. (PTC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
119+ 2.7% |
$16.3K - $17.5K
|
4.52K
$753K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
113+ 45.75% |
$15.5K - $16.6K
|
360
$60K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
108+ 0.89% |
$14.8K - $15.9K
|
12.3K
$2.05M
|
|
|
Nov 08, 2023
Q3 2023
|
Weil Company, Inc.
|
BUY
|
- |
104+ 0.63% |
$14.3K - $15.3K
|
16.5K
$2.76M
|
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
99+ 0.98% |
$13.6K - $14.6K
|
10.2K
$1.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
97+ 22.66% |
$13.3K - $14.3K
|
525
$87.4K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
94+ 335.71% |
$12.9K - $13.8K
|
122
$20.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
92+ 0.19% |
$12.6K - $13.5K
|
48.7K
$8.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
92+ 1.18% |
$12.6K - $13.5K
|
7.91K
$1.32M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
90+ 3.22% |
$12.4K - $13.2K
|
2.88K
$480K
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
90+ 2.65% |
$12.4K - $13.2K
|
3.49K
$581K
|
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
88+ 1.14% |
$12.1K - $13K
|
7.78K
$1.3M
|
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
86+ 0.27% |
$11.8K - $12.7K
|
31.8K
$5.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
79+ 1.03% |
$10.8K - $11.6K
|
7.73K
$1.29M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
75+ 6.94% |
$10.3K - $11K
|
1.16K
$192K
|
|
|
Nov 07, 2023
Q3 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
57+ 3.38% |
$7.82K - $8.39K
|
1.75K
$291K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
50+ 250.0% |
$6.86K - $7.36K
|
70
$11.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
48+ 1.02% |
$6.59K - $7.06K
|
4.78K
$796K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
46+ 16.08% |
$6.31K - $6.77K
|
332
$55.3K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
41New |
$5.63K - $6.03K
|
41
$6.83K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
35New |
$4.8K - $5.15K
|
35
$5.83K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
26+ 38.24% |
$3.57K - $3.83K
|
94
$15.7K
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
25New |
$3.43K - $3.68K
|
25
$4.16K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
23+ 0.2% |
$3.16K - $3.38K
|
11.5K
$1.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
23New |
$3.16K - $3.38K
|
23
$3.83K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
19+ 2.39% |
$2.61K - $2.8K
|
813
$135K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
19+ 1900.0% |
$2.61K - $2.8K
|
20
$3.33K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
17New |
$2.33K - $2.5K
|
17
$2.83K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
15+ 13.27% |
$2.06K - $2.21K
|
128
$21.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
14New |
$1.92K - $2.06K
|
14
$2.33K
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
BUY
|
- |
13New |
$1.78K - $1.91K
|
13
$2.17K
|
|
|
Dec 09, 2024
Q3 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
13+ 0.02% |
$1.78K - $1.91K
|
61K
$10.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
13+ 0.04% |
$1.78K - $1.91K
|
30.7K
$5.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
11+ 4.31% |
$1.51K - $1.62K
|
266
$44.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
10New |
$1.37K - $1.47K
|
10
$1.67K
|
|
|
Oct 10, 2023
Q3 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
10+ 0.03% |
$1.37K - $1.47K
|
31.8K
$5.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
10+ 2.77% |
$1.37K - $1.47K
|
371
$61.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
10+ 200.0% |
$1.37K - $1.47K
|
15
$2.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
7New |
$961 - $1.03K
|
7
$1.17K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7New |
$961 - $1.03K
|
7
$1.17K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6+ 6.25% |
$824 - $883
|
102
$17K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
6+ 7.69% |
$824 - $883
|
84
$14K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5+ 0.11% |
$686 - $736
|
4.5K
$749K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
5+ 31.25% |
$686 - $736
|
21
$3.5K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
4New |
$549 - $589
|
4
$666
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
4+ 0.28% |
$549 - $589
|
1.41K
$235K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4New |
$549 - $589
|
4
$666
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
3New |
$412 - $442
|
3
$500
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3+ 0.09% |
$412 - $442
|
3.5K
$583K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
3+ 150.0% |
$412 - $442
|
5
$833
|