On this page, we present all of the funds holding PTA from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PTA, with a link to that fund's top holdings. The next columns indicate the amount of PTA stock held by each of the funds holding PTA, followed by the PTA position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 41 funds holding PTA within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding PTA), click the fund name in the "Holder" column of the funds-holding-PTA table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Morgan Stanley | 3,421,195 | $61,616 | 12/31/2023 |
PTA | 3,421,195 | $61,616 | 12/31/2023 |
UBS Group AG | 2,595,595 | $46,747 | 12/31/2023 |
PTA | 2,595,595 | $46,747 | 12/31/2023 |
Bank of America Corp DE | 2,317,440 | $41,737 | 12/31/2023 |
PTA | 2,317,440 | $41,737 | 12/31/2023 |
Royal Bank of Canada | 723,318 | $13,027 | 12/31/2023 |
PTA | 723,318 | $13,027 | 12/31/2023 |
Sit Investment Associates Inc. | 592,389 | $10,669 | 12/31/2023 |
PTA | 592,389 | $10,669 | 12/31/2023 |
Penserra Capital Management LLC | 377,598 | $6,800 | 12/31/2023 |
PTA | 377,598 | $6,800 | 12/31/2023 |
Amundi | 213,015 | $3,960 | 12/31/2023 |
PTA | 213,015 | $3,960 | 12/31/2023 |
Stifel Financial Corp | 129,733 | $2,336 | 12/31/2023 |
PTA | 129,733 | $2,336 | 12/31/2023 |
Cerity Partners LLC | 102,500 | $1,846 | 12/31/2023 |
PTA | 102,500 | $1,846 | 12/31/2023 |
Relative Value Partners Group LLC | 87,136 | $1,569 | 12/31/2023 |
PTA | 87,136 | $1,569 | 12/31/2023 |
Wedbush Securities Inc. | 62,960 | $1,134 | 12/31/2023 |
PTA | 62,960 | $1,134 | 12/31/2023 |
Rockefeller Capital Management L.P. | 58,270 | $1,049 | 12/31/2023 |
PTA | 58,270 | $1,049 | 12/31/2023 |
Landscape Capital Management L.L.C. | 50,707 | $913 | 12/31/2023 |
PTA | 50,707 | $913 | 12/31/2023 |
LexAurum Advisors LLC | 46,308 | $908 | 03/31/2024 |
PTA | 46,308 | $908 | 03/31/2024 |
Invesco Ltd. | 46,939 | $845 | 12/31/2023 |
PTA | 46,939 | $845 | 12/31/2023 |
Oppenheimer & Co. Inc. | 46,064 | $830 | 12/31/2023 |
PTA | 46,064 | $830 | 12/31/2023 |
LPL Financial LLC | 40,998 | $738 | 12/31/2023 |
PTA | 40,998 | $738 | 12/31/2023 |
Lido Advisors LLC | 34,384 | $619 | 12/31/2023 |
PTA | 34,384 | $619 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 31,075 | $609 | 03/31/2024 |
PTA | 31,075 | $609 | 03/31/2024 |
Weiss Asset Management LP | 27,669 | $498 | 12/31/2023 |
PTA | 27,669 | $498 | 12/31/2023 |
Atria Wealth Solutions Inc. | 23,875 | $430 | 12/31/2023 |
PTA | 23,875 | $430 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 17,385 | $341 | 03/31/2024 |
PTA | 17,385 | $341 | 03/31/2024 |
Commonwealth Equity Services LLC | 17,298 | $339 | 03/31/2024 |
PTA | 17,298 | $339 | 03/31/2024 |
Pettinga Financial Advisors LLC | 16,850 | $330 | 03/31/2024 |
PTA | 16,850 | $330 | 03/31/2024 |
Quadrature Capital Ltd | 18,080 | $325 | 12/31/2023 |
PTA | 18,080 | $325 | 12/31/2023 |
Guggenheim Capital LLC | 17,125 | $308 | 12/31/2023 |
PTA | 17,125 | $308 | 12/31/2023 |
Comerica Bank | 16,818 | $303 | 12/31/2023 |
PTA | 16,818 | $303 | 12/31/2023 |
Raymond James & Associates | 13,636 | $267 | 03/31/2024 |
PTA | 13,636 | $267 | 03/31/2024 |
Modera Wealth Management LLC | 10,755 | $194 | 12/31/2023 |
PTA | 10,755 | $194 | 12/31/2023 |
Envestnet Asset Management Inc. | 10,308 | $186 | 12/31/2023 |
PTA | 10,308 | $186 | 12/31/2023 |
Register Financial Advisors LLC | 8,467 | $166 | 03/31/2024 |
PTA | 8,467 | $166 | 03/31/2024 |
Activest Wealth Management | 7,347 | $144 | 03/31/2024 |
PTA | 7,347 | $144 | 03/31/2024 |
Advisor Group Holdings Inc. | 5,708 | $103 | 12/31/2023 |
PTA | 5,708 | $103 | 12/31/2023 |
Wolverine Asset Management LLC | 4,981 | $90 | 12/31/2023 |
PTA | 4,981 | $90 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 3,242 | $58 | 12/31/2023 |
PTA | 3,242 | $58 | 12/31/2023 |
Elequin Capital LP | 2,560 | $46 | 12/31/2023 |
PTA | 2,560 | $46 | 12/31/2023 |
Lindbrook Capital LLC | 2,000 | $39 | 03/31/2024 |
PTA | 2,000 | $39 | 03/31/2024 |
NBC Securities Inc. | 1,000 | $19 | 03/31/2024 |
PTA | 1,000 | $19 | 03/31/2024 |
US Bancorp DE | 1,000 | $18 | 12/31/2023 |
PTA | 1,000 | $18 | 12/31/2023 |
Princeton Global Asset Management LLC | 700 | $14 | 03/31/2024 |
PTA | 700 | $14 | 03/31/2024 |
Vima LLC | 582 | $10 | 12/31/2023 |
PTA | 582 | $10 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 03/31/2024 |
PTA | 0 | $0 | 03/31/2024 |
See Summary: Institutional Holders of PTA
See Details: Top 10 Hedge Funds Holding PTA
Also See: PTA Insider Buying
Also See: PTA Holdings Changes
Free PTA Email Alerts: Get Dividend Alerts Get SEC Filing Alerts |