Institutional shares held 47.8 Million
0 calls
0 puts
Total value of holdings $2.56B
$0 calls
$0 puts
# of Institutions 252


Latest Institutional Activity in PTLC

Top Purchases

Q2 2025
Sfmg, LLC Shares Held: 2.25M ($120M)
Q2 2025
Lpl Financial LLC Shares Held: 5.55M ($297M)
Q2 2025
Advisor Group Holdings, Inc. Shares Held: 1.34M ($71.5M)
Q2 2025
Deane Retirement Strategies, Inc. Shares Held: 225K ($12.1M)
Q2 2025
Royal Bank Of Canada Shares Held: 1M ($53.7M)

Top Sells

Q2 2025
Ferguson Shapiro LLC Shares Held: 8.12K ($435K)
Q2 2025
Ameriprise Financial Inc Shares Held: 205K ($11M)
Q2 2025
Morgan Stanley Shares Held: 4.13M ($221M)
Q2 2025
Raymond James Financial Inc Shares Held: 2.43M ($130M)
Q2 2025
Atria Wealth Solutions, Inc. Shares Held: 50.3K ($2.69M)

About PTLC

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