Institutional shares held 1.74 Million
0 calls
0 puts
Total value of holdings $25.9M
$0 calls
$0 puts
# of Institutions 44


Latest Institutional Activity in PLTM

Top Purchases

Q4 2025
Iam Advisory, LLC Shares Held: 12.2K ($182K)
Q4 2025
Sovereign Financial Group, Inc. Shares Held: 20.3K ($302K)
Q4 2025
Sound Income Strategies, LLC Shares Held: 2.97K ($44.1K)
Q4 2025
Advisor Net Financial, Inc Shares Held: 2.11K ($31.5K)
Q4 2025
Grove Bank & Trust Shares Held: 337 ($5.01K)

Top Sells

Q3 2025
Ubs Group Ag Shares Held: 8K ($119K)
Q3 2025
Iht Wealth Management, LLC Shares Held: 15.1K ($224K)
Q3 2025
Envestnet Asset Management Inc Shares Held: 104K ($1.55M)
Q3 2025
Advisor Group Holdings, Inc. Shares Held: 14.4K ($215K)
Q3 2025
Raymond James Financial Inc Shares Held: 201K ($3M)

About PLTM

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