Institutional shares held 2.67 Million
0 calls
0 puts
Total value of holdings $240M
$0 calls
$0 puts
# of Institutions 133


Latest Institutional Activity in PPLT

Top Purchases

Q1 2025
Central Trust CO Shares Held: 256K ($23M)
Q1 2025
Imc Chicago, LLC Shares Held: 31.1K ($2.8M)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 11.5K ($1.04M)
Q1 2025
Highline Wealth Partners LLC Shares Held: 200 ($18K)
Q1 2025
Confluence Investment Management LLC Shares Held: 2.47K ($221K)

Top Sells

Q1 2025
Sg Americas Securities, LLC Shares Held: 47.1K ($4.23M)
Q1 2025
Gradient Investments LLC Shares Held: 41.8K ($3.76M)
Q1 2025
Fny Investment Advisers, LLC Shares Held: 7.09K ($637K)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 4.42K ($397K)
Q1 2025
Arvest Investments, Inc. Shares Held: 22.3K ($2M)

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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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