Institutional shares held 16.8 Million
0 calls
0 puts
Total value of holdings $650M
$0 calls
$0 puts
# of Institutions 221


Latest Institutional Activity in POCT

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 410K ($15.9M)
Q1 2025
Penserra Capital Management LLC Shares Held: 1.22M ($47.3M)
Q1 2025
Silver Oak Securities, Inc Shares Held: 34K ($1.32M)
Q1 2025
Brookstone Capital Management Shares Held: 974K ($37.7M)
Q1 2025
Hfg Wealth Management, LLC Shares Held: 20K ($774K)

Top Sells

Q1 2025
Global Strategic Investment Solutions, LLC Shares Held: 142K ($5.48M)
Q1 2025
Ars Wealth Advisors Group, LLC Shares Held: 21.1K ($819K)
Q1 2025
Bcs Wealth Management Shares Held: 48.2K ($1.87M)
Q1 2025
Ameritas Advisory Services, LLC Shares Held: 6.17K ($239K)
Q1 2025
Kfg Wealth Management, LLC Shares Held: 134K ($5.2M)

About POCT

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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