Institutional shares held 915,119
0 calls
14.3K puts
Total value of holdings $45.6M
$0 calls
$712K puts
# of Institutions 72


Latest Institutional Activity in PTH

Top Purchases

Q4 2025
Wealthcare Advisory Partners LLC Shares Held: 13.2K ($655K)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 7.92K ($395K)
Q4 2025
Sound Income Strategies, LLC Shares Held: 1K ($50K)
Q4 2025
Assetmark, Inc Shares Held: 309 ($15.4K)
Q3 2025
Iht Wealth Management, LLC Shares Held: 85.9K ($4.28M)

Top Sells

Q4 2025
Pfg Advisors Shares Held: 9.33K ($465K)
Q4 2025
Farther Finance Advisors, LLC Shares Held: 24.6K ($1.23M)
Q4 2025
Ae Wealth Management LLC Shares Held: 138 ($6.88K)
Q3 2025
Byrne Financial Freedom, LLC Shares Held: 34.8K ($1.74M)
Q3 2025
Morgan Stanley Shares Held: 146K ($7.25M)

About PTH

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