Institutional shares held 44.4 Million
0 calls
0 puts
Total value of holdings $2.28B
$0 calls
$0 puts
# of Institutions 254


Latest Institutional Activity in PTLC

Top Purchases

Q1 2025
Signature Securities Group Corporation Shares Held: 5.9K ($303K)
Q1 2025
Capital Asset Advisory Services LLC Shares Held: 30.9K ($1.58M)
Q4 2024
Raymond James Financial Inc Shares Held: 2.44M ($125M)
Q4 2024
Lpl Financial LLC Shares Held: 3.49M ($179M)
Q4 2024
Brookstone Capital Management Shares Held: 230K ($11.8M)

Top Sells

Q1 2025
Welch Group, LLC Shares Held: 16.5K ($845K)
Q1 2025
Castle Rock Wealth Management, LLC Shares Held: 4.35K ($223K)
Q1 2025
Merit Financial Group, LLC Shares Held: 7.94K ($407K)
Q4 2024
J2 Capital Management Inc Shares Held: 48.1K ($2.47M)
Q4 2024
Advisor Group Holdings, Inc. Shares Held: 1.11M ($56.9M)

About PTLC

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