Institutional shares held 5.39 Million
0 calls
0 puts
Total value of holdings $106M
$0 calls
$0 puts
# of Institutions 65


Latest Institutional Activity in PTBD

Top Purchases

Q2 2025
Creative Financial Designs Inc Shares Held: 255K ($5.04M)
Q2 2025
O Donnell Financial Services, LLC Shares Held: 336K ($6.63M)
Q2 2025
Ifp Advisors, Inc Shares Held: 5.1K ($101K)
Q2 2025
Org Wealth Partners, LLC Shares Held: 51.4K ($1.02M)
Q2 2025
Morey & Quinn Wealth Partners, LLC Shares Held: 16.1K ($317K)

Top Sells

Q2 2025
Atria Investments LLC Shares Held: 47.5K ($938K)
Q2 2025
Harbour Investments, Inc. Shares Held: 14.1K ($278K)
Q2 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 20.3K ($402K)
Q2 2025
Stratos Wealth Partners, Ltd. Shares Held: 22.2K ($439K)
Q2 2025
Eqis Capital Management, Inc. Shares Held: 13.5K ($267K)

About PTBD

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