HoldingsChannel.com
On this page, we present all of the funds holding PTIN from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PTIN, with a link to that fund's top holdings. The next columns indicate the amount of PTIN stock held by each of the funds holding PTIN, followed by the PTIN position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 47 funds holding PTIN within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Raymond James Financial Services Advisors Inc.. For more details on the positions held by Raymond James Financial Services Advisors Inc. (or by any of the other funds holding PTIN), click the fund name in the "Holder" column of the funds-holding-PTIN table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Raymond James Financial Services Advisors Inc. | 525,197 | $15,267 | 03/31/2024 |
| PTIN | 525,197 | $15,267 | 03/31/2024 |
| LPL Financial LLC | 506,471 | $13,958 | 12/31/2023 |
| PTIN | 506,471 | $13,958 | 12/31/2023 |
| Wells Fargo & Company MN | 450,612 | $12,419 | 12/31/2023 |
| PTIN | 450,612 | $12,419 | 12/31/2023 |
| Pacer Advisors Inc. | 374,624 | $10,325 | 12/31/2023 |
| PTIN | 374,624 | $10,325 | 12/31/2023 |
| Cetera Advisor Networks LLC | 332,930 | $9,176 | 12/31/2023 |
| PTIN | 332,930 | $9,176 | 12/31/2023 |
| Empirical Finance LLC | 225,094 | $6,204 | 12/31/2023 |
| PTIN | 225,094 | $6,204 | 12/31/2023 |
| MBL Wealth LLC | 202,733 | $5,893 | 03/31/2024 |
| PTIN | 202,733 | $5,893 | 03/31/2024 |
| Axiom Financial Strategies LLC | 203,061 | $5,596 | 12/31/2023 |
| PTIN | 203,061 | $5,596 | 12/31/2023 |
| Level Four Advisory Services LLC | 181,483 | $5,002 | 12/31/2023 |
| PTIN | 181,483 | $5,002 | 12/31/2023 |
| Clarus Group Inc. | 81,125 | $2,358 | 03/31/2024 |
| PTIN | 81,125 | $2,358 | 03/31/2024 |
| SPC Financial Inc. | 85,542 | $2,358 | 12/31/2023 |
| PTIN | 85,542 | $2,358 | 12/31/2023 |
| Commonwealth Equity Services LLC | 74,197 | $2,045 | 12/31/2023 |
| PTIN | 74,197 | $2,045 | 12/31/2023 |
| Envestnet Asset Management Inc. | 73,353 | $2,022 | 12/31/2023 |
| PTIN | 73,353 | $2,022 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 66,231 | $1,925 | 03/31/2024 |
| PTIN | 66,231 | $1,925 | 03/31/2024 |
| ORG Partners LLC | 57,513 | $1,585 | 12/31/2023 |
| PTIN | 57,513 | $1,585 | 12/31/2023 |
| Magnolia Capital Advisors LLC | 55,776 | $1,533 | 12/31/2023 |
| PTIN | 55,776 | $1,533 | 12/31/2023 |
| Royal Bank of Canada | 50,919 | $1,403 | 12/31/2023 |
| PTIN | 50,919 | $1,403 | 12/31/2023 |
| Whitaker Myers Wealth Managers LTD. | 46,719 | $1,358 | 03/31/2024 |
| PTIN | 46,719 | $1,358 | 03/31/2024 |
| Cetera Advisors LLC | 48,763 | $1,344 | 12/31/2023 |
| PTIN | 48,763 | $1,344 | 12/31/2023 |
| Advisor Group Holdings Inc. | 48,422 | $1,334 | 12/31/2023 |
| PTIN | 48,422 | $1,334 | 12/31/2023 |
| Stifel Financial Corp | 47,395 | $1,306 | 12/31/2023 |
| PTIN | 47,395 | $1,306 | 12/31/2023 |
| Stratos Wealth Partners LTD. | 41,649 | $1,211 | 03/31/2024 |
| PTIN | 41,649 | $1,211 | 03/31/2024 |
| MONECO Advisors LLC | 33,180 | $965 | 03/31/2024 |
| PTIN | 33,180 | $965 | 03/31/2024 |
| Geneos Wealth Management Inc. | 34,861 | $961 | 12/31/2023 |
| PTIN | 34,861 | $961 | 12/31/2023 |
| Kathmere Capital Management LLC | 30,747 | $894 | 03/31/2024 |
| PTIN | 30,747 | $894 | 03/31/2024 |
| Global Retirement Partners LLC | 26,306 | $765 | 03/31/2024 |
| PTIN | 26,306 | $765 | 03/31/2024 |
| ADE LLC | 23,030 | $669 | 03/31/2024 |
| PTIN | 23,030 | $669 | 03/31/2024 |
| JPMorgan Chase & Co. | 23,474 | $647 | 12/31/2023 |
| PTIN | 23,474 | $647 | 12/31/2023 |
| Avantax Advisory Services Inc. | 21,433 | $591 | 12/31/2023 |
| PTIN | 21,433 | $591 | 12/31/2023 |
| Citadel Advisors LLC | 20,002 | $551 | 12/31/2023 |
| PTIN | 20,002 | $551 | 12/31/2023 |
| Private Advisor Group LLC | 17,434 | $480 | 12/31/2023 |
| PTIN | 17,434 | $480 | 12/31/2023 |
| Cetera Investment Advisers | 17,195 | $474 | 12/31/2023 |
| PTIN | 17,195 | $474 | 12/31/2023 |
| Raymond James & Associates | 15,508 | $451 | 03/31/2024 |
| PTIN | 15,508 | $451 | 03/31/2024 |
| Kestra Advisory Services LLC | 15,883 | $438 | 12/31/2023 |
| PTIN | 15,883 | $438 | 12/31/2023 |
| Steward Partners Investment Advisory LLC | 13,600 | $375 | 12/31/2023 |
| PTIN | 13,600 | $375 | 12/31/2023 |
| Legacy Trust | 12,800 | $372 | 03/31/2024 |
| PTIN | 12,800 | $372 | 03/31/2024 |
| Atria Wealth Solutions Inc. | 12,061 | $332 | 12/31/2023 |
| PTIN | 12,061 | $332 | 12/31/2023 |
| Imprint Wealth LLC | 10,403 | $293 | 12/31/2023 |
| PTIN | 10,403 | $293 | 12/31/2023 |
| Eqis Capital Management Inc. | 9,327 | $257 | 12/31/2023 |
| PTIN | 9,327 | $257 | 12/31/2023 |
| Flow Traders U.S. LLC | 8,350 | $230 | 12/31/2023 |
| PTIN | 8,350 | $230 | 12/31/2023 |
| Private Trust Co. NA | 7,742 | $225 | 03/31/2024 |
| PTIN | 7,742 | $225 | 03/31/2024 |
| Harbour Investments Inc. | 4,534 | $125 | 12/31/2023 |
| PTIN | 4,534 | $125 | 12/31/2023 |
| Morgan Stanley | 3,988 | $110 | 12/31/2023 |
| PTIN | 3,988 | $110 | 12/31/2023 |
| PSI Advisors LLC | 1,501 | $44 | 03/31/2024 |
| PTIN | 1,501 | $44 | 03/31/2024 |
| IFP Advisors Inc | 1,286 | $35 | 12/31/2023 |
| PTIN | 1,286 | $35 | 12/31/2023 |
| EverSource Wealth Advisors LLC | 1,063 | $29 | 12/31/2023 |
| PTIN | 1,063 | $29 | 12/31/2023 |
| Sound Income Strategies LLC | 693 | $20 | 03/31/2024 |
| PTIN | 693 | $20 | 03/31/2024 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| PTIN | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of PTIN
See Details: Top 10 Hedge Funds Holding PTIN
Also See: PTIN Holdings Changes
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