HoldingsChannel.com
Funds Holding PTA

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley3,421,195$61,616 12/31/2023
     PTA3,421,195$61,616 12/31/2023
UBS Group AG2,595,595$46,747 12/31/2023
     PTA2,595,595$46,747 12/31/2023
Bank of America Corp DE2,317,440$41,737 12/31/2023
     PTA2,317,440$41,737 12/31/2023
Royal Bank of Canada723,318$13,027 12/31/2023
     PTA723,318$13,027 12/31/2023
Sit Investment Associates Inc.592,389$10,669 12/31/2023
     PTA592,389$10,669 12/31/2023
Penserra Capital Management LLC377,598$6,800 12/31/2023
     PTA377,598$6,800 12/31/2023
Amundi213,015$3,960 12/31/2023
     PTA213,015$3,960 12/31/2023
Stifel Financial Corp129,733$2,336 12/31/2023
     PTA129,733$2,336 12/31/2023
Cerity Partners LLC102,500$1,846 12/31/2023
     PTA102,500$1,846 12/31/2023
Relative Value Partners Group LLC87,136$1,569 12/31/2023
     PTA87,136$1,569 12/31/2023
Wedbush Securities Inc.62,960$1,134 12/31/2023
     PTA62,960$1,134 12/31/2023
Rockefeller Capital Management L.P.58,270$1,049 12/31/2023
     PTA58,270$1,049 12/31/2023
Landscape Capital Management L.L.C.50,707$913 12/31/2023
     PTA50,707$913 12/31/2023
LexAurum Advisors LLC46,308$908 03/31/2024
     PTA46,308$908 03/31/2024
Invesco Ltd.46,939$845 12/31/2023
     PTA46,939$845 12/31/2023
Oppenheimer & Co. Inc.46,064$830 12/31/2023
     PTA46,064$830 12/31/2023
LPL Financial LLC40,998$738 12/31/2023
     PTA40,998$738 12/31/2023
Lido Advisors LLC34,384$619 12/31/2023
     PTA34,384$619 12/31/2023
Raymond James Financial Services Advisors Inc.31,075$609 03/31/2024
     PTA31,075$609 03/31/2024
Weiss Asset Management LP27,669$498 12/31/2023
     PTA27,669$498 12/31/2023
Atria Wealth Solutions Inc.23,875$430 12/31/2023
     PTA23,875$430 12/31/2023
Cambridge Investment Research Advisors Inc.17,385$341 03/31/2024
     PTA17,385$341 03/31/2024
Commonwealth Equity Services LLC17,298$339 03/31/2024
     PTA17,298$339 03/31/2024
Pettinga Financial Advisors LLC16,850$330 03/31/2024
     PTA16,850$330 03/31/2024
Quadrature Capital Ltd18,080$325 12/31/2023
     PTA18,080$325 12/31/2023
Guggenheim Capital LLC17,125$308 12/31/2023
     PTA17,125$308 12/31/2023
Comerica Bank16,818$303 12/31/2023
     PTA16,818$303 12/31/2023
Raymond James & Associates13,636$267 03/31/2024
     PTA13,636$267 03/31/2024
Modera Wealth Management LLC10,755$194 12/31/2023
     PTA10,755$194 12/31/2023
Envestnet Asset Management Inc.10,308$186 12/31/2023
     PTA10,308$186 12/31/2023
Register Financial Advisors LLC8,467$166 03/31/2024
     PTA8,467$166 03/31/2024
Activest Wealth Management7,347$144 03/31/2024
     PTA7,347$144 03/31/2024
Advisor Group Holdings Inc.5,708$103 12/31/2023
     PTA5,708$103 12/31/2023
Wolverine Asset Management LLC4,981$90 12/31/2023
     PTA4,981$90 12/31/2023
Northwestern Mutual Wealth Management Co.3,242$58 12/31/2023
     PTA3,242$58 12/31/2023
Elequin Capital LP2,560$46 12/31/2023
     PTA2,560$46 12/31/2023
Lindbrook Capital LLC2,000$39 03/31/2024
     PTA2,000$39 03/31/2024
NBC Securities Inc.1,000$19 03/31/2024
     PTA1,000$19 03/31/2024
US Bancorp DE1,000$18 12/31/2023
     PTA1,000$18 12/31/2023
Princeton Global Asset Management LLC700$14 03/31/2024
     PTA700$14 03/31/2024
Vima LLC582$10 12/31/2023
     PTA582$10 12/31/2023
Proequities Inc.0$0 03/31/2024
     PTA0$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

Quotes delayed 20 minutes

Email EnvelopeFree PTA Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Funds Holding PTA | www.HoldingsChannel.com

Copyright © 2013 - 2024, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.