Institutional shares held 2.22 Million
0 calls
0 puts
Total value of holdings $56.9M
$0 calls
$0 puts
# of Institutions 38


Latest Institutional Activity in PBTP

Top Purchases

Q4 2024
Commonwealth Equity Services, LLC Shares Held: 148K ($3.81M)
Q4 2024
Raymond James Financial Inc Shares Held: 38.3K ($984K)
Q4 2024
Centerpoint Advisory Group Shares Held: 16.2K ($417K)
Q4 2024
Sowell Financial Services LLC Shares Held: 74K ($1.9M)
Q4 2024
Tidemark, LLC Shares Held: 73.6K ($1.89M)

Top Sells

Q4 2024
Lpl Financial LLC Shares Held: 562K ($14.4M)
Q4 2024
Good Life Advisors, LLC Shares Held: 14.1K ($361K)
Q4 2024
Financial Advocates Investment Management Shares Held: 13.7K ($351K)
Q4 2024
Stratos Wealth Partners, Ltd. Shares Held: 15.8K ($404K)
Q4 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 8.56K ($220K)

About PBTP

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