Institutional shares held 5.54 Million
0 calls
0 puts
Total value of holdings $111M
$0 calls
$0 puts
# of Institutions 65


Latest Institutional Activity in PTBD

Top Purchases

Q1 2025
Creative Financial Designs Inc Shares Held: 243K ($4.84M)
Q1 2025
Org Wealth Partners, LLC Shares Held: 48.2K ($961K)
Q1 2025
Rossby Financial, Lcc Shares Held: 742 ($14.8K)
Q1 2025
United Advisor Group, LLC Shares Held: 11.7K ($233K)
Q4 2024
Raymond James Financial Inc Shares Held: 308K ($6.15M)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 34.6K ($690K)
Q1 2025
Org Partners LLC Shares Held: 22.3K ($445K)
Q1 2025
Stratos Wealth Partners, Ltd. Shares Held: 25.5K ($509K)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 34.8K ($694K)
Q1 2025
Concurrent Investment Advisors, LLC Shares Held: 25K ($499K)

About PTBD

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