Purchases and Sales Made in Q3 2024 in Ptc Inc. (PTC)
This table provides information about the institutional ownership of Ptc Inc. (PTC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
309+ 12.06% |
$50.9K - $57.9K
|
2.87K
$459K
|
|
|
Nov 04, 2024
Q3 2024
|
Van Berkom & Associates Inc.
|
BUY
|
- |
291+ 2.69% |
$48K - $54.5K
|
11.1K
$1.78M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
288+ 3.79% |
$47.5K - $53.9K
|
7.88K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
278+ 15.98% |
$45.8K - $52.1K
|
2.02K
$323K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
266+ 3800.0% |
$43.9K - $49.8K
|
273
$43.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
261+ 10.98% |
$43K - $48.9K
|
2.64K
$422K
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
242+ 1.87% |
$39.9K - $45.3K
|
13.2K
$2.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
221New |
$36.4K - $41.4K
|
221
$35.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
211+ 2.08% |
$34.8K - $39.5K
|
10.3K
$1.65M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
210+ 10.86% |
$34.6K - $39.3K
|
2.14K
$343K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
192+ 12.2% |
$31.7K - $36K
|
1.77K
$282K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
175New |
$28.8K - $32.8K
|
175
$28K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
173+ 4.43% |
$28.5K - $32.4K
|
4.07K
$651K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
168+ 2.26% |
$27.7K - $31.5K
|
7.59K
$1.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
166+ 2.35% |
$27.4K - $31.1K
|
7.24K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
145+ 142.16% |
$23.9K - $27.2K
|
247
$39.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
140+ 1.09% |
$23.1K - $26.2K
|
13K
$2.07M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
134+ 1.85% |
$22.1K - $25.1K
|
7.36K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
128New |
$21.1K - $24K
|
128
$20.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
123+ 9.78% |
$20.3K - $23K
|
1.38K
$221K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
120+ 240.0% |
$19.8K - $22.5K
|
170
$27.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
119+ 7.91% |
$19.6K - $22.3K
|
1.62K
$259K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
109New |
$18K - $20.4K
|
109
$17.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
100+ 0.41% |
$16.5K - $18.7K
|
24.7K
$3.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
84+ 3.37% |
$13.8K - $15.7K
|
2.58K
$412K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
82+ 5.95% |
$13.5K - $15.4K
|
1.46K
$234K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
80+ 70.8% |
$13.2K - $15K
|
193
$30.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
79+ 2.24% |
$13K - $14.8K
|
3.6K
$576K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
78New |
$12.9K - $14.6K
|
78
$12.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
76+ 9.29% |
$12.5K - $14.2K
|
894
$143K
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
73+ 1.11% |
$12K - $13.7K
|
6.66K
$1.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
66+ 0.25% |
$10.9K - $12.4K
|
26K
$4.15M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
64+ 0.21% |
$10.6K - $12K
|
30.6K
$4.89M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
63+ 2.56% |
$10.4K - $11.8K
|
2.52K
$403K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
56New |
$9.23K - $10.5K
|
56
$8.95K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
52New |
$8.57K - $9.74K
|
52
$8.31K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
50+ 2.05% |
$8.24K - $9.37K
|
2.49K
$398K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
44+ 314.29% |
$7.25K - $8.24K
|
58
$9.27K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
40+ 2.29% |
$6.59K - $7.49K
|
1.79K
$285K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
38New |
$6.26K - $7.12K
|
38
$6.07K
|
|
|
Nov 13, 2024
Q3 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
37+ 2.61% |
$6.1K - $6.93K
|
1.46K
$233K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
37New |
$6.1K - $6.93K
|
37
$5.91K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
34+ 1.65% |
$5.6K - $6.37K
|
2.09K
$334K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
31+ 2.24% |
$5.11K - $5.81K
|
1.42K
$226K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
29New |
$4.78K - $5.43K
|
29
$4.64K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
BUY
|
- |
29+ 0.93% |
$4.78K - $5.43K
|
3.16K
$504K
|
|
|
Nov 04, 2024
Q3 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
28+ 0.14% |
$4.62K - $5.24K
|
20.3K
$3.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
27+ 0.55% |
$4.45K - $5.06K
|
4.95K
$792K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
20+ 74.07% |
$3.3K - $3.75K
|
47
$7.51K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
19+ 19.0% |
$3.13K - $3.56K
|
119
$19K
|