Institutional shares held 2.57 Million
0 calls
0 puts
Total value of holdings $67.4M
$0 calls
$0 puts
# of Institutions 36


Latest Institutional Activity in PBTP

Top Purchases

Q3 2025
Kelly Financial Services LLC Shares Held: 197K ($5.16M)
Q3 2025
Sowell Financial Services LLC Shares Held: 78.9K ($2.07M)
Q2 2025
Lpl Financial LLC Shares Held: 660K ($17.3M)
Q2 2025
Tidemark, LLC Shares Held: 175K ($4.6M)
Q2 2025
Creative Financial Designs Inc Shares Held: 47.7K ($1.25M)

Top Sells

Q3 2025
Hobart Private Capital, LLC Shares Held: 28.5K ($747K)
Q2 2025
Flow Traders U.S. LLC Shares Held: 89.7K ($2.35M)
Q2 2025
Trilogy Capital Inc. Shares Held: 30.8K ($808K)
Q2 2025
Beacon Pointe Advisors, LLC Shares Held: 52.1K ($1.37M)
Q2 2025
Financial Advocates Investment Management Shares Held: 12.4K ($324K)

About PBTP

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