Institutional shares held 45.9 Million
0 calls
0 puts
Total value of holdings $2.54B
$0 calls
$0 puts
# of Institutions 256


Latest Institutional Activity in PTLC

Top Purchases

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 195K ($10.8M)
Q4 2025
Mather Group, Llc. Shares Held: 5.07K ($280K)
Q4 2025
Sar Wealth Management Group, LLC Shares Held: 3.6K ($199K)
Q4 2025
Maridea Wealth Management LLC Shares Held: 9.72K ($537K)
Q4 2025
Post Resch Tallon Group Inc. Shares Held: 5.45K ($301K)

Top Sells

Q4 2025
Optivise Advisory Services LLC Shares Held: 11.5K ($638K)
Q4 2025
Davenport & CO LLC Shares Held: 112K ($6.18M)
Q4 2025
Kathmere Capital Management, LLC Shares Held: 35.9K ($1.98M)
Q4 2025
Jbr CO Financial Management Inc Shares Held: 11.9K ($657K)
Q4 2025
Capital Asset Advisory Services LLC Shares Held: 8.96K ($495K)

About PTLC

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