Institutional shares held 5.35 Million
0 calls
0 puts
Total value of holdings $108M
$0 calls
$0 puts
# of Institutions 65


Latest Institutional Activity in PTBD

Top Purchases

Q4 2024
Org Partners LLC Shares Held: 28.5K ($575K)
Q4 2024
Org Wealth Partners, LLC Shares Held: 46.9K ($944K)
Q3 2024
Inspire Advisors, LLC Shares Held: 301K ($6.05M)
Q3 2024
Sanctuary Advisors, LLC Shares Held: 210K ($4.23M)
Q3 2024
Lpl Financial LLC Shares Held: 533K ($10.7M)

Top Sells

Q3 2024
Jane Street Group, LLC Shares Held: 31.6K ($637K)
Q3 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 30.9K ($622K)
Q3 2024
O Donnell Financial Services, LLC Shares Held: 231K ($4.65M)
Q3 2024
Advisor Group Holdings, Inc. Shares Held: 218K ($4.39M)
Q3 2024
Envestnet Asset Management Inc Shares Held: 59K ($1.19M)

About PTBD

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