Institutional shares held 10.6 Million
0 calls
0 puts
Total value of holdings $448M
$0 calls
$0 puts
# of Institutions 71


Latest Institutional Activity in PTRB

Top Purchases

Q3 2025
Raymond James Financial Inc Shares Held: 908K ($38.2M)
Q3 2025
Advisory Resource Group Shares Held: 455K ($19.2M)
Q3 2025
Rfg Bristol Wealth Advisors, LLC Shares Held: 229K ($9.66M)
Q3 2025
Pfg Private Wealth Management, LLC Shares Held: 183K ($7.69M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 1.08M ($45.5M)

Top Sells

Q3 2025
Armor Investment Advisors, LLC Shares Held: 46.2K ($1.94M)
Q3 2025
Beacon Pointe Advisors, LLC Shares Held: 70.1K ($2.95M)
Q3 2025
Coign Capital Advisors LLC Shares Held: 20.9K ($882K)
Q3 2025
Lpl Financial LLC Shares Held: 101K ($4.26M)
Q3 2025
Integrated Wealth Concepts LLC Shares Held: 189K ($7.95M)

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