Institutional shares held 4.79 Million
0 calls
0 puts
Total value of holdings $198M
$0 calls
$0 puts
# of Institutions 50


Latest Institutional Activity in PTRB

Top Purchases

Q3 2024
Financial Advisory Service, Inc. Shares Held: 374K ($15.5M)
Q3 2024
Envestnet Asset Management Inc Shares Held: 328K ($13.6M)
Q3 2024
Advisor Group Holdings, Inc. Shares Held: 186K ($7.7M)
Q3 2024
Howard Financial Services, Ltd. Shares Held: 629K ($26.1M)
Q3 2024
Prime Capital Investment Advisors, LLC Shares Held: 42.1K ($1.74M)

Top Sells

Q3 2024
Integrated Wealth Concepts LLC Shares Held: 614K ($25.4M)
Q3 2024
Flow Traders U.S. LLC Shares Held: 11.7K ($484K)
Q3 2024
Jane Street Group, LLC Shares Held: 10.1K ($416K)
Q3 2024
Ehrlich Financial Group Shares Held: 4.73K ($196K)
Q3 2024
Cwm, LLC Shares Held: 2.5K ($104K)

About PTRB

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