Institutional shares held 3.82 Million
0 calls
0 puts
Total value of holdings $112M
$0 calls
$0 puts
# of Institutions 52


Latest Institutional Activity in PTIN

Top Purchases

Q2 2024
Org Partners LLC Shares Held: 55.7K ($1.63M)
Q2 2024
Mbl Wealth, LLC Shares Held: 212K ($6.19M)
Q2 2024
Cambridge Investment Research Advisors, Inc. Shares Held: 73.7K ($2.16M)
Q2 2024
Global Retirement Partners, LLC Shares Held: 30.3K ($886K)
Q2 2024
Moneco Advisors, LLC Shares Held: 33.6K ($983K)

Top Sells

Q2 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 249K ($7.29M)
Q2 2024
Clarus Group, Inc. Shares Held: 7.4K ($216K)
Q2 2024
Raymond James & Associates Shares Held: 11.8K ($344K)
Q2 2024
Kathmere Capital Management, LLC Shares Held: 30.8K ($901K)
Q2 2024
Atria Wealth Solutions, Inc. Shares Held: 11.5K ($337K)

About PTIN

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