Institutional shares held 7.88 Million
0 calls
0 puts
Total value of holdings $277M
$0 calls
$0 puts
# of Institutions 83


Latest Institutional Activity in PTMC

Top Purchases

Q4 2025
Mbl Wealth, LLC Shares Held: 216K ($7.59M)
Q4 2025
J2 Capital Management Inc Shares Held: 111K ($3.92M)
Q4 2025
Capital Investment Advisory Services, LLC Shares Held: 8.02K ($282K)
Q4 2025
Flagship Harbor Advisors, LLC Shares Held: 556 ($19.6K)
Q4 2025
Lodestone Wealth Management LLC Shares Held: 135 ($4.75K)

Top Sells

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 6.48K ($228K)
Q4 2025
Stratos Wealth Partners, Ltd. Shares Held: 5.9K ($208K)
Q4 2025
Maridea Wealth Management LLC Shares Held: 46.9K ($1.65M)
Q3 2025
Wells Fargo & Company Shares Held: 1.07M ($37.5M)
Q3 2025
O Donnell Financial Services, LLC Shares Held: 97.9K ($3.44M)

About PTMC

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