Institutional shares held 3.44 Million
0 calls
0 puts
Total value of holdings $143M
$0 calls
$0 puts
# of Institutions 31


Latest Institutional Activity in PTRB

Top Purchases

Q1 2024
Apollon Wealth Management, LLC Shares Held: 825K ($34.2M)
Q1 2024
Integrated Wealth Concepts LLC Shares Held: 614K ($25.5M)
Q1 2024
Howard Financial Services, Ltd. Shares Held: 457K ($19M)
Q1 2024
Envestnet Asset Management Inc Shares Held: 63.3K ($2.63M)
Q1 2024
Team Financial Group, LLC Shares Held: 206K ($8.55M)

Top Sells

Q1 2024
Advisory Resource Group Shares Held: 107K ($4.46M)
Q1 2024
Comerica Bank Shares Held: 527 ($21.9K)
Q1 2024
Kelman Lazarov, Inc. Shares Held: 5.72K ($237K)
Q2 2022
Prudential Financial Inc Shares Held: 470K ($19.5M)

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