Institutional shares held 8.45 Million
0 calls
0 puts
Total value of holdings $289M
$0 calls
$0 puts
# of Institutions 85


Latest Institutional Activity in PTMC

Top Purchases

Q2 2025
Wells Fargo & Company Shares Held: 1.29M ($44.1M)
Q2 2025
Invenio Wealth Partners LLC Shares Held: 279K ($9.54M)
Q2 2025
New Edge Advisors, LLC Shares Held: 256K ($8.75M)
Q2 2025
High Tower Advisors, LLC Shares Held: 54.8K ($1.87M)
Q2 2025
Davenport & CO LLC Shares Held: 72.3K ($2.47M)

Top Sells

Q2 2025
O Donnell Financial Services, LLC Shares Held: 281K ($9.59M)
Q2 2025
Envestnet Asset Management Inc Shares Held: 35.1K ($1.2M)
Q2 2025
Mml Investors Services, LLC Shares Held: 13.2K ($452K)
Q2 2025
Ubs Group Ag Shares Held: 108K ($3.69M)
Q2 2025
Bank Of America Corp Shares Held: 1.01M ($34.7M)

About PTMC

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