Institutional shares held 10.9 Million
0 calls
0 puts
Total value of holdings $458M
$0 calls
$0 puts
# of Institutions 71


Latest Institutional Activity in PTRB

Top Purchases

Q4 2025
Heritage Wealth Architects, Inc. Shares Held: 606K ($25.5M)
Q4 2025
Howard Financial Services, Ltd. Shares Held: 733K ($30.9M)
Q4 2025
First Heartland Consultants, Inc. Shares Held: 299K ($12.6M)
Q4 2025
Novem Group Shares Held: 250K ($10.5M)
Q4 2025
Prime Capital Investment Advisors, LLC Shares Held: 123K ($5.19M)

Top Sells

Q4 2025
Blue Rock Wealth Management LLC Shares Held: 14.5K ($609K)
Q4 2025
Cwm, LLC Shares Held: 410 ($17.3K)
Q4 2025
Coign Capital Advisors LLC Shares Held: 19.9K ($840K)
Q4 2025
Core Cap Advisors, LLC Shares Held: 378 ($15.9K)
Q3 2025
Armor Investment Advisors, LLC Shares Held: 46.2K ($1.94M)

About PTRB

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