Institutional shares held 44.4 Million
0 calls
0 puts
Total value of holdings $2.28B
$0 calls
$0 puts
# of Institutions 255


Latest Institutional Activity in PTLC

Top Purchases

Q1 2025
Ewg Elevate Inc. Shares Held: 47.1K ($2.41M)
Q1 2025
Signature Securities Group Corporation Shares Held: 5.9K ($303K)
Q1 2025
Fermata Advisors, LLC Shares Held: 4.02K ($206K)
Q1 2025
Capital Asset Advisory Services LLC Shares Held: 30.9K ($1.58M)
Q1 2025
Insight Advisors, LLC Shares Held: 5.39K ($276K)

Top Sells

Q1 2025
Welch Group, LLC Shares Held: 16.5K ($845K)
Q1 2025
Holland Advisory Services, Inc. Shares Held: 66K ($3.38M)
Q1 2025
Castle Rock Wealth Management, LLC Shares Held: 4.35K ($223K)
Q1 2025
Merit Financial Group, LLC Shares Held: 7.94K ($407K)
Q1 2025
Sovereign Financial Group, Inc. Shares Held: 6.26K ($321K)

About PTLC

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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