Institutional shares held 4.44 Million
0 calls
0 puts
Total value of holdings $138M
$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 ($291K)
Q3 2025
Spc Financial, Inc. Shares Held: 192K ($5.95M)
Q3 2025
One Degree Advisors Inc Shares Held: 35.6K ($1.11M)
Q3 2025
Private Trust CO Na Shares Held: 9.27K ($288K)

Top Sells

Q3 2025
Mbl Wealth, LLC Shares Held: 246K ($7.64M)
Q3 2025
Moneco Advisors, LLC Shares Held: 22.8K ($709K)
Q3 2025
Envestnet Asset Management Inc Shares Held: 117K ($3.64M)
Q3 2025
J.W. Cole Advisors, Inc. Shares Held: 7K ($217K)
Q3 2025
Geneos Wealth Management Inc. Shares Held: 450 ($14K)

About PTIN

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