Institutional shares held 4.7 Million
0 calls
0 puts
Total value of holdings $91.7M
$0 calls
$0 puts
# of Institutions 58


Latest Institutional Activity in PTBD

Top Purchases

Q4 2025
Org Partners LLC Shares Held: 21.6K ($422K)
Q3 2025
Napa Wealth Management Shares Held: 348K ($6.79M)
Q3 2025
Forefront Wealth Partners, LLC Shares Held: 32K ($624K)
Q3 2025
Cetera Investment Advisers Shares Held: 85.5K ($1.67M)
Q3 2025
Wells Fargo & Company Shares Held: 247K ($4.82M)

Top Sells

Q4 2025
Org Wealth Partners, LLC Shares Held: 49.9K ($975K)
Q3 2025
Sanctuary Advisors, LLC Shares Held: 16K ($312K)
Q3 2025
Advisor Group Holdings, Inc. Shares Held: 125K ($2.45M)
Q3 2025
Lpl Financial LLC Shares Held: 413K ($8.05M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 24.4K ($476K)

About PTBD

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