Institutional shares held 8.52 Million
0 calls
0 puts
Total value of holdings $354M
$0 calls
$0 puts
# of Institutions 65


Latest Institutional Activity in PTRB

Top Purchases

Q2 2025
Apollon Wealth Management, LLC Shares Held: 1.67M ($69.5M)
Q2 2025
Truist Financial Corp Shares Held: 188K ($7.8M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 161K ($6.68M)
Q2 2025
Team Financial Group, LLC Shares Held: 301K ($12.5M)
Q2 2025
Apollon Financial, LLC Shares Held: 36.4K ($1.51M)

Top Sells

Q2 2025
Prime Capital Investment Advisors, LLC Shares Held: 87.4K ($3.63M)
Q2 2025
Novem Group Shares Held: 223K ($9.26M)
Q2 2025
Howard Financial Services, Ltd. Shares Held: 665K ($27.6M)
Q2 2025
Heritage Wealth Architects, Inc. Shares Held: 361K ($15M)
Q2 2025
Msh Capital Advisors LLC Shares Held: 37.6K ($1.56M)

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