Institutional shares held 11.6 Million
0 calls
0 puts
Total value of holdings $782M
$0 calls
$0 puts
# of Institutions 147


Latest Institutional Activity in PTNQ

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 94.4K ($6.36M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 501K ($33.8M)
Q1 2025
Davenport & CO LLC Shares Held: 8.17K ($551K)
Q1 2025
Creative Financial Designs Inc Shares Held: 163K ($11M)
Q1 2025
Truist Financial Corp Shares Held: 56.1K ($3.78M)

Top Sells

Q1 2025
Mascagni Wealth Management, Inc. Shares Held: 3.89K ($262K)
Q1 2025
Financial Advocates Investment Management Shares Held: 4.08K ($275K)
Q1 2025
Gamma Investing LLC Shares Held: 80 ($5.39K)
Q1 2025
Advisor Resource Council Shares Held: 30K ($2.03M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 48.2K ($3.25M)

About PTNQ

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