Institutional shares held 8.01 Million
0 calls
0 puts
Total value of holdings $278M
$0 calls
$0 puts
# of Institutions 77


Latest Institutional Activity in PTMC

Top Purchases

Q1 2025
Morgan Stanley Shares Held: 1.03M ($35.6M)
Q1 2025
Wells Fargo & Company Shares Held: 997K ($34.6M)
Q1 2025
J2 Capital Management Inc Shares Held: 103K ($3.57M)
Q1 2025
Davenport & CO LLC Shares Held: 31.7K ($1.1M)
Q1 2025
Raymond James Financial Inc Shares Held: 269K ($9.35M)

Top Sells

Q1 2025
Wbi Investments, Inc. Shares Held: 94.4K ($3.28M)
Q1 2025
O Donnell Financial Services, LLC Shares Held: 432K ($15M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 109K ($3.78M)
Q1 2025
Geneos Wealth Management Inc. Shares Held: 48.4K ($1.68M)
Q1 2025
Maridea Wealth Management LLC Shares Held: 56.4K ($1.96M)

About PTMC

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