Institutional shares held 16.9 Million
0 calls
0 puts
Total value of holdings $654M
$0 calls
$0 puts
# of Institutions 222


Latest Institutional Activity in POCT

Top Purchases

Q1 2025
Cwm, LLC Shares Held: 161K ($6.25M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 410K ($15.9M)
Q1 2025
Penserra Capital Management LLC Shares Held: 1.22M ($47.4M)
Q1 2025
Silver Oak Securities, Inc Shares Held: 34K ($1.32M)
Q1 2025
Brookstone Capital Management Shares Held: 974K ($37.7M)

Top Sells

Q1 2025
Global Strategic Investment Solutions, LLC Shares Held: 142K ($5.49M)
Q1 2025
Ars Wealth Advisors Group, LLC Shares Held: 21.1K ($819K)
Q1 2025
Trek Financial, LLC Shares Held: 105K ($4.06M)
Q1 2025
Bcs Wealth Management Shares Held: 48.2K ($1.87M)
Q1 2025
Ameritas Advisory Services, LLC Shares Held: 6.17K ($239K)

About POCT

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