Institutional shares held 6.91 Million
0 calls
0 puts
Total value of holdings $286M
$0 calls
$0 puts
# of Institutions 67


Latest Institutional Activity in PTRB

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 836K ($34.6M)
Q1 2025
Novem Group Shares Held: 229K ($9.5M)
Q1 2025
Advisory Resource Group Shares Held: 197K ($8.17M)
Q1 2025
Team Financial Group, LLC Shares Held: 272K ($11.3M)
Q1 2025
Integrity Wealth Solutions LLC Shares Held: 153K ($6.36M)

Top Sells

Q1 2025
Howard Financial Services, Ltd. Shares Held: 669K ($27.7M)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 9.98K ($413K)
Q1 2025
Cypress Capital, LLC Shares Held: 19.5K ($807K)
Q1 2025
Silver Oak Securities, Inc Shares Held: 100K ($4.14M)
Q1 2025
First Citizens Financial Corp Shares Held: 28.6K ($1.18M)

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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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