Institutional shares held 6.44 Million
0 calls
0 puts
Total value of holdings $267M
$0 calls
$0 puts
# of Institutions 67


Latest Institutional Activity in PTRB

Top Purchases

Q1 2025
Huntleigh Advisors, Inc. Shares Held: 200K ($8.28M)
Q1 2025
Novem Group Shares Held: 229K ($9.5M)
Q1 2025
Advisory Resource Group Shares Held: 197K ($8.17M)
Q1 2025
Team Financial Group, LLC Shares Held: 272K ($11.3M)
Q1 2025
Integrity Wealth Solutions LLC Shares Held: 153K ($6.36M)

Top Sells

Q1 2025
Howard Financial Services, Ltd. Shares Held: 669K ($27.7M)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 9.98K ($413K)
Q1 2025
Cypress Capital, LLC Shares Held: 19.5K ($807K)
Q1 2025
Silver Oak Securities, Inc Shares Held: 100K ($4.14M)
Q1 2025
First Citizens Financial Corp Shares Held: 28.6K ($1.18M)

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