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 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
19+ 38.0% |
$3.13K - $3.56K
|
69
$11K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
18New |
$2.97K - $3.37K
|
18
$2.88K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
17New |
$2.8K - $3.18K
|
17
$2.72K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
17New |
$2.8K - $3.18K
|
17
$2.72K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
16+ 66.67% |
$2.64K - $3K
|
40
$6.39K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
15+ 5.81% |
$2.47K - $2.81K
|
273
$43.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
15+ 1.04% |
$2.47K - $2.81K
|
1.46K
$233K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
15+ 100.0% |
$2.47K - $2.81K
|
30
$4.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
13+ 118.18% |
$2.14K - $2.44K
|
24
$3.84K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
13+ 6.34% |
$2.14K - $2.44K
|
218
$34.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
12New |
$1.98K - $2.25K
|
12
$1.92K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
10+ 0.35% |
$1.65K - $1.87K
|
2.83K
$452K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
10New |
$1.65K - $1.87K
|
10
$1.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 21.05% |
$1.32K - $1.5K
|
46
$7.35K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8+ 5.8% |
$1.32K - $1.5K
|
146
$23.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6+ 60.0% |
$989 - $1.12K
|
16
$2.56K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
6+ 10.17% |
$989 - $1.12K
|
65
$10.4K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
6+ 0.23% |
$989 - $1.12K
|
2.6K
$415K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
6+ 3.31% |
$989 - $1.12K
|
187
$29.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Claret Asset Management Corp
|
BUY
|
- |
6+ 0.53% |
$989 - $1.12K
|
1.13K
$180K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
5+ 1.07% |
$824 - $937
|
474
$75.8K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4+ 7.02% |
$659 - $749
|
61
$9.75K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4+ 3.36% |
$659 - $749
|
123
$19.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
3New |
$495 - $562
|
3
$480
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 40.0% |
$330 - $375
|
7
$1.12K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.25% |
$330 - $375
|
806
$129K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2New |
$330 - $375
|
2
$320
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 4.08% |
$330 - $375
|
51
$8.15K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2New |
$330 - $375
|
2
$320
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
2+ 0.05% |
$330 - $375
|
3.96K
$633K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1New |
$165 - $187
|
1
$160
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1+ 0.08% |
$165 - $187
|
1.28K
$205K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1+ 0.09% |
$165 - $187
|
1.15K
$184K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 9.09% |
$165 - $187
|
12
$1.92K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 2.04% |
$165 - $187
|
50
$7.99K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1+ 0.22% |
$165 - $187
|
451
$72.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1+ 0.06% |
$165 - $187
|
1.65K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-1- 1.28% |
$165 - $187
|
77
$12.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1- 0.02% |
$165 - $187
|
4.45K
$711K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-2- 7.14% |
$330 - $375
|
26
$4.16K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2- 0.14% |
$330 - $375
|
1.45K
$231K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3- 0.1% |
$495 - $562
|
3.1K
$496K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3- 0.46% |
$495 - $562
|
648
$104K
|
|
|
Oct 08, 2024
Q3 2024
|
Tealwood Asset Management Inc
|
SELL
|
- |
-4- 0.05% |
$659 - $749
|
8.86K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-4- 0.1% |
$659 - $749
|
3.81K
$609K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-5- 0.13% |
$824 - $937
|
3.79K
$606K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 14.71% |
$824 - $937
|
29
$4.64K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-5- 0.4% |
$824 - $937
|
1.25K
$199K
|