Institutional shares held 3.94 Million
0 calls
0 puts
Total value of holdings $118M
$0 calls
$0 puts
# of Institutions 54


Latest Institutional Activity in PTIN

Top Purchases

Q1 2025
Unique Wealth, LLC Shares Held: 12.6K ($377K)
Q4 2024
Raymond James Financial Inc Shares Held: 275K ($8.21M)
Q4 2024
Pks Advisory Services, LLC Shares Held: 39.8K ($1.19M)
Q4 2024
Wells Fargo & Company Shares Held: 410K ($12.2M)
Q4 2024
Avantax Advisory Services, Inc. Shares Held: 68.9K ($2.06M)

Top Sells

Q1 2025
Whitaker Myers Wealth Managers, Ltd. Shares Held: 47.6K ($1.42M)
Q4 2024
Org Partners LLC Shares Held: 4.59K ($137K)
Q4 2024
Empirical Finance, LLC Shares Held: 205K ($6.14M)
Q4 2024
Royal Bank Of Canada Shares Held: 26.3K ($785K)
Q4 2024
Moneco Advisors, LLC Shares Held: 25.2K ($752K)

About PTIN

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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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