Institutional shares held 47.5 Million
0 calls
0 puts
Total value of holdings $2.58B
$0 calls
$0 puts
# of Institutions 254


Latest Institutional Activity in PTLC

Top Purchases

Q3 2025
Wsfs Capital Management, LLC Shares Held: 55.1K ($2.99M)
Q3 2025
Money Concepts Capital Corp Shares Held: 43.2K ($2.34M)
Q3 2025
Cfs Investment Advisory Services, LLC Shares Held: 2.07M ($113M)
Q3 2025
Forefront Wealth Partners, LLC Shares Held: 26.9K ($1.46M)
Q3 2025
Tyche Wealth Partners LLC Shares Held: 265K ($14.4M)

Top Sells

Q3 2025
Commonwealth Equity Services, LLC Shares Held: 1.19M ($64.7M)
Q3 2025
Truist Financial Corp Shares Held: 242K ($13.2M)
Q3 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 185K ($10.1M)
Q3 2025
Davenport & CO LLC Shares Held: 126K ($6.87M)
Q3 2025
Optivise Advisory Services LLC Shares Held: 31.6K ($1.72M)

About PTLC

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