Institutional shares held 18.8 Million
0 calls
0 puts
Total value of holdings $810M
$0 calls
$0 puts
# of Institutions 224


Latest Institutional Activity in POCT

Top Purchases

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 832K ($35.9M)
Q4 2025
Lakeridge Wealth Management LLC Shares Held: 11.3K ($487K)
Q4 2025
Old Port Advisors Shares Held: 10.1K ($436K)
Q4 2025
Sound View Wealth Advisors Group, LLC Shares Held: 24.9K ($1.08M)
Q4 2025
Elmwood Wealth Management, Inc. Shares Held: 71.6K ($3.09M)

Top Sells

Q4 2025
Maridea Wealth Management LLC Shares Held: 13.1K ($566K)
Q3 2025
Raymond James Financial Inc Shares Held: 362K ($15.7M)
Q3 2025
Sage View Advisory Group, LLC Shares Held: 11.2K ($486K)
Q3 2025
Advisory Alpha, LLC Shares Held: 16.7K ($720K)
Q3 2025
Corrado Advisors, LLC Shares Held: 13K ($563K)

About POCT

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