Institutional shares held 4.23 Million
0 calls
0 puts
Total value of holdings $124M
$0 calls
$0 puts
# of Institutions 53


Latest Institutional Activity in PTIN

Top Purchases

Q2 2025
Mml Investors Services, LLC Shares Held: 90.7K ($2.66M)
Q2 2025
Envestnet Asset Management Inc Shares Held: 118K ($3.46M)
Q2 2025
Lpl Financial LLC Shares Held: 592K ($17.3M)
Q2 2025
Steward Partners Investment Advisory, LLC Shares Held: 31.8K ($931K)
Q2 2025
Spc Financial, Inc. Shares Held: 184K ($5.38M)

Top Sells

Q2 2025
Wells Fargo & Company Shares Held: 320K ($9.37M)
Q2 2025
Pacer Advisors, Inc. Shares Held: 378K ($11.1M)
Q2 2025
Global Retirement Partners, LLC Shares Held: 10 ($293)
Q2 2025
Commonwealth Equity Services, LLC Shares Held: 85.5K ($2.5M)
Q2 2025
Ameriprise Financial Inc Shares Held: 101K ($2.97M)

About PTIN

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