Institutional shares held 9.89 Million
0 calls
0 puts
Total value of holdings $419M
$0 calls
$0 puts
# of Institutions 67


Latest Institutional Activity in PTRB

Top Purchases

Q3 2025
Advisory Resource Group Shares Held: 455K ($19.3M)
Q3 2025
Rfg Bristol Wealth Advisors, LLC Shares Held: 229K ($9.72M)
Q3 2025
Pfg Private Wealth Management, LLC Shares Held: 183K ($7.75M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 1.08M ($45.8M)
Q3 2025
Heritage Wealth Architects, Inc. Shares Held: 429K ($18.2M)

Top Sells

Q3 2025
Armor Investment Advisors, LLC Shares Held: 46.2K ($1.96M)
Q3 2025
Coign Capital Advisors LLC Shares Held: 20.9K ($888K)
Q3 2025
Apollon Wealth Management, LLC Shares Held: 1.66M ($70.5M)
Q3 2025
Cypress Capital, LLC Shares Held: 20.8K ($883K)
Q3 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 160K ($6.77M)

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