Institutional shares held 5.4 Million
0 calls
0 puts
Total value of holdings $223M
$0 calls
$0 puts
# of Institutions 55


Latest Institutional Activity in PTRB

Top Purchases

Q4 2024
Genesis Private Wealth, LLC Shares Held: 190K ($7.85M)
Q4 2024
Silver Oak Securities, Inc Shares Held: 104K ($4.31M)
Q4 2024
Howard Financial Services, Ltd. Shares Held: 711K ($29.4M)
Q4 2024
Advisory Resource Group Shares Held: 184K ($7.63M)
Q4 2024
Apollon Wealth Management, LLC Shares Held: 984K ($40.7M)

Top Sells

Q4 2024
First Citizens Financial Corp Shares Held: 30.8K ($1.27M)
Q4 2024
Kingsview Wealth Management, LLC Shares Held: 5.18K ($214K)
Q4 2024
Armor Investment Advisors, LLC Shares Held: 160K ($6.62M)
Q3 2024
Integrated Wealth Concepts LLC Shares Held: 614K ($25.4M)
Q3 2024
Flow Traders U.S. LLC Shares Held: 11.7K ($483K)

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