Institutional shares held 46.4 Million
0 calls
0 puts
Total value of holdings $2.37B
$0 calls
$0 puts
# of Institutions 252


Latest Institutional Activity in PTLC

Top Purchases

Q2 2025
Deane Retirement Strategies, Inc. Shares Held: 225K ($11.6M)
Q2 2025
Concurrent Investment Advisors, LLC Shares Held: 133K ($6.87M)
Q2 2025
My Wealth Management Inc. Shares Held: 234K ($12M)
Q2 2025
1 North Wealth Services LLC Shares Held: 143K ($7.36M)
Q2 2025
Ifp Advisors, Inc Shares Held: 27.8K ($1.43M)

Top Sells

Q2 2025
Ferguson Shapiro LLC Shares Held: 8.12K ($419K)
Q2 2025
Atria Wealth Solutions, Inc. Shares Held: 50.3K ($2.59M)
Q2 2025
Envestnet Asset Management Inc Shares Held: 786K ($40.5M)
Q2 2025
Davenport & CO LLC Shares Held: 143K ($7.35M)
Q2 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 754K ($38.9M)

About PTLC

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