Institutional shares held 4.43 Million
0 calls
0 puts
Total value of holdings $137M
$0 calls
$0 puts
# of Institutions 54


Latest Institutional Activity in PTIN

Top Purchases

Q3 2025
Pacer Advisors, Inc. Shares Held: 401K ($12.4M)
Q3 2025
J2 Capital Management Inc Shares Held: 9.37K ($290K)
Q3 2025
One Degree Advisors Inc Shares Held: 35.6K ($1.1M)
Q3 2025
Private Trust CO Na Shares Held: 9.27K ($287K)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 87.1K ($2.69M)

Top Sells

Q3 2025
Mbl Wealth, LLC Shares Held: 246K ($7.61M)
Q3 2025
Geneos Wealth Management Inc. Shares Held: 450 ($13.9K)
Q3 2025
Concurrent Investment Advisors, LLC Shares Held: 9.51K ($294K)
Q3 2025
Deane Retirement Strategies, Inc. Shares Held: 337 ($10.4K)
Q2 2025
Wells Fargo & Company Shares Held: 320K ($9.89M)

About PTIN

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