Institutional shares held 48.5 Million
0 calls
0 puts
Total value of holdings $2.46B
$0 calls
$0 puts
# of Institutions 246


Latest Institutional Activity in PTLC

Top Purchases

Q2 2025
Deane Retirement Strategies, Inc. Shares Held: 225K ($11.6M)
Q2 2025
My Wealth Management Inc. Shares Held: 234K ($12.1M)
Q2 2025
Golden State Equity Partners Shares Held: 23K ($1.19M)
Q2 2025
Hbw Advisory Services LLC Shares Held: 7.99K ($412K)
Q2 2025
Ameritas Advisory Services, LLC Shares Held: 12.3K ($634K)

Top Sells

Q2 2025
Davenport & CO LLC Shares Held: 143K ($7.36M)
Q2 2025
Financial Enhancement Group LLC Shares Held: 160K ($8.28M)
Q2 2025
Mbl Wealth, LLC Shares Held: 306K ($15.8M)
Q2 2025
Truist Financial Corp Shares Held: 293K ($15.1M)
Q2 2025
Capital Asset Advisory Services LLC Shares Held: 20.7K ($1.07M)

About PTLC

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