Institutional shares held 8.35 Million
0 calls
0 puts
Total value of holdings $294M
$0 calls
$0 puts
# of Institutions 83


Latest Institutional Activity in PTMC

Top Purchases

Q3 2025
Whitaker Myers Wealth Managers, Ltd. Shares Held: 39K ($1.37M)
Q3 2025
J2 Capital Management Inc Shares Held: 109K ($3.83M)
Q3 2025
Org Wealth Partners, LLC Shares Held: 747 ($26.3K)
Q3 2025
Org Partners LLC Shares Held: 0 ($0)
Q2 2025
Wells Fargo & Company Shares Held: 1.29M ($45.4M)

Top Sells

Q3 2025
Commonwealth Equity Services, LLC Shares Held: 43.3K ($1.53M)
Q3 2025
Mbl Wealth, LLC Shares Held: 213K ($7.49M)
Q3 2025
Geneos Wealth Management Inc. Shares Held: 66.9K ($2.36M)
Q3 2025
Pacer Advisors, Inc. Shares Held: 326K ($11.5M)
Q3 2025
Concurrent Investment Advisors, LLC Shares Held: 11.5K ($406K)

About PTMC

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