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 |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-6- 42.86% |
$989 - $1.12K
|
8
$1.28K
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-8- 8.6% |
$1.32K - $1.5K
|
85
$13.6K
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-9- 0.54% |
$1.48K - $1.69K
|
1.66K
$265K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-9- 5.7% |
$1.48K - $1.69K
|
149
$23.8K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-9- 1.26% |
$1.48K - $1.69K
|
704
$113K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-9- 6.57% |
$1.48K - $1.69K
|
128
$20.5K
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-10- 33.33% |
$1.65K - $1.87K
|
20
$3.2K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-11- 0.39% |
$1.81K - $2.06K
|
2.78K
$444K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-12- 6.78% |
$1.98K - $2.25K
|
165
$26.4K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-15- 24.19% |
$2.47K - $2.81K
|
47
$7.51K
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-16- 11.27% |
$2.64K - $3K
|
126
$20.1K
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-17- 8.1% |
$2.8K - $3.18K
|
193
$30.8K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-21- 30.0% |
$3.46K - $3.93K
|
49
$7.83K
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-31- 2.67% |
$5.11K - $5.81K
|
1.13K
$180K
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
SELL
|
- |
-32- 3.45% |
$5.28K - $5.99K
|
896
$143K
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-33- 27.27% |
$5.44K - $6.18K
|
88
$14.1K
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-33- 0.12% |
$5.44K - $6.18K
|
26.4K
$4.22M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-40- 0.46% |
$6.59K - $7.49K
|
8.7K
$1.39M
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
SELL
|
- |
-40- 0.18% |
$6.59K - $7.49K
|
22.5K
$3.59M
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-42- 0.79% |
$6.92K - $7.87K
|
5.26K
$841K
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-45- 3.29% |
$7.42K - $8.43K
|
1.32K
$212K
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-49- 0.27% |
$8.08K - $9.18K
|
18.3K
$2.93M
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-56- 1.14% |
$9.23K - $10.5K
|
4.86K
$777K
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-56- 1.93% |
$9.23K - $10.5K
|
2.85K
$455K
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-57- 0.09% |
$9.4K - $10.7K
|
63.8K
$10.2M
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-62- 0.43% |
$10.2K - $11.6K
|
14.5K
$2.31M
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-63- 3.43% |
$10.4K - $11.8K
|
1.78K
$284K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-70- 1.28% |
$11.5K - $13.1K
|
5.41K
$864K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-70- 5.13% |
$11.5K - $13.1K
|
1.29K
$207K
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-89- 1.15% |
$14.7K - $16.7K
|
7.66K
$1.22M
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-91- 25.71% |
$15K - $17K
|
263
$42K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-93- 8.59% |
$15.3K - $17.4K
|
990
$158K
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-100- 7.59% |
$16.5K - $18.7K
|
1.22K
$195K
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-100- 1.67% |
$16.5K - $18.7K
|
5.9K
$943K
|
|
Nov 13, 2024
Q3 2024
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-102- 10.56% |
$16.8K - $19.1K
|
864
$138K
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-112- 5.11% |
$18.5K - $21K
|
2.08K
$333K
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-120- 4.12% |
$19.8K - $22.5K
|
2.79K
$447K
|
|
Oct 28, 2024
Q3 2024
|
Granite Shares Advisors LLC
|
SELL
|
- |
-127- 3.58% |
$20.9K - $23.8K
|
3.42K
$547K
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-150- 0.57% |
$24.7K - $28.1K
|
26.2K
$4.18M
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-158- 91.86% |
$26K - $29.6K
|
14
$2.24K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-163- 3.14% |
$26.9K - $30.5K
|
5.02K
$803K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-175- 32.05% |
$28.8K - $32.8K
|
371
$59.3K
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-175- 3.3% |
$28.8K - $32.8K
|
5.13K
$821K
|
|
Oct 15, 2024
Q3 2024
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-183- 1.58% |
$30.2K - $34.3K
|
11.4K
$1.82M
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-200- 2.93% |
$33K - $37.5K
|
6.62K
$1.06M
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-209- 0.14% |
$34.5K - $39.1K
|
151K
$24.2M
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-222- 46.74% |
$36.6K - $41.6K
|
253
$40.4K
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-224- 1.48% |
$36.9K - $42K
|
14.9K
$2.39M
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-228- 14.07% |
$37.6K - $42.7K
|
1.39K
$222K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-252- 7.5% |
$41.5K - $47.2K
|
3.11K
$497K
|