Institutional shares held 4.15 Million
0 calls
0 puts
Total value of holdings $81M
$0 calls
$0 puts
# of Institutions 57


Latest Institutional Activity in PTBD

Top Purchases

Q4 2025
Farther Finance Advisors, LLC Shares Held: 18.9K ($369K)
Q4 2025
Capital Investment Advisory Services, LLC Shares Held: 49.1K ($958K)
Q4 2025
Ubs Group Ag Shares Held: 810 ($15.8K)
Q4 2025
Org Partners LLC Shares Held: 21.6K ($422K)
Q4 2025
Sanctuary Advisors, LLC Shares Held: 16.1K ($315K)

Top Sells

Q4 2025
Geneos Wealth Management Inc. Shares Held: 1.04K ($20.2K)
Q4 2025
Concurrent Investment Advisors, LLC Shares Held: 19K ($371K)
Q4 2025
Perigon Wealth Management, LLC Shares Held: 39.9K ($778K)
Q4 2025
Org Wealth Partners, LLC Shares Held: 49.9K ($975K)
Q4 2025
Stratos Wealth Partners, Ltd. Shares Held: 18.4K ($359K)

About PTBD

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