Institutional shares held 9.08 Million
0 calls
0 puts
Total value of holdings $385M
$0 calls
$0 puts
# of Institutions 64


Latest Institutional Activity in PTRB

Top Purchases

Q3 2025
Heritage Wealth Architects, Inc. Shares Held: 429K ($18.2M)
Q3 2025
Apollon Financial, LLC Shares Held: 100K ($4.25M)
Q3 2025
First Citizens Financial Corp Shares Held: 36.2K ($1.53M)
Q3 2025
Genesis Private Wealth, LLC Shares Held: 204K ($8.67M)
Q3 2025
Richards, Merrill & Peterson, Inc. Shares Held: 54.8K ($2.33M)

Top Sells

Q3 2025
Apollon Wealth Management, LLC Shares Held: 1.66M ($70.5M)
Q3 2025
Cwm, LLC Shares Held: 1.73K ($73.2K)
Q2 2025
Prime Capital Investment Advisors, LLC Shares Held: 87.4K ($3.71M)
Q2 2025
Advisor Group Holdings, Inc. Shares Held: 204K ($8.65M)
Q2 2025
Coign Capital Advisors LLC Shares Held: 52.2K ($2.21M)

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