Institutional shares held 5.59 Million
0 calls
0 puts
Total value of holdings $231M
$0 calls
$0 puts
# of Institutions 56


Latest Institutional Activity in PTRB

Top Purchases

Q4 2024
Genesis Private Wealth, LLC Shares Held: 190K ($7.84M)
Q4 2024
Silver Oak Securities, Inc Shares Held: 104K ($4.31M)
Q4 2024
Raymond James Financial Inc Shares Held: 91.5K ($3.78M)
Q4 2024
Howard Financial Services, Ltd. Shares Held: 711K ($29.4M)
Q4 2024
Advisory Resource Group Shares Held: 184K ($7.61M)

Top Sells

Q4 2024
Advisor Group Holdings, Inc. Shares Held: 178K ($7.33M)
Q4 2024
First Citizens Financial Corp Shares Held: 30.8K ($1.27M)
Q4 2024
Kingsview Wealth Management, LLC Shares Held: 5.18K ($214K)
Q4 2024
Acorn Wealth Advisors, LLC Shares Held: 8.39K ($346K)
Q4 2024
Armor Investment Advisors, LLC Shares Held: 160K ($6.61M)

About PTRB

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