Institutional shares held 7.91 Million
0 calls
0 puts
Total value of holdings $327M
$0 calls
$0 puts
# of Institutions 65


Latest Institutional Activity in PTRB

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 836K ($34.5M)
Q1 2025
Apollon Wealth Management, LLC Shares Held: 1.39M ($57.5M)
Q1 2025
Heritage Wealth Architects, Inc. Shares Held: 365K ($15.1M)
Q1 2025
Commonwealth Equity Services, LLC Shares Held: 325K ($13.4M)
Q1 2025
First Heartland Consultants, Inc. Shares Held: 181K ($7.45M)

Top Sells

Q1 2025
Integrated Wealth Concepts LLC Shares Held: 203K ($8.39M)
Q1 2025
Howard Financial Services, Ltd. Shares Held: 669K ($27.6M)
Q1 2025
Msh Capital Advisors LLC Shares Held: 37.8K ($1.56M)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 9.98K ($412K)
Q1 2025
Cypress Capital, LLC Shares Held: 19.5K ($805K)

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