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Funds Holding PTMC

On this page, we present all of the funds holding PTMC from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PTMC, with a link to that fund's top holdings. The next columns indicate the amount of PTMC stock held by each of the funds holding PTMC, followed by the PTMC position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 73 funds holding PTMC within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding PTMC), click the fund name in the "Holder" column of the funds-holding-PTMC table below.

HolderAmountPosition Size
($ in 1000's)		 As of
Bank of America Corp DE1,022,361$33,595 12/31/2023
     PTMC1,022,361$33,595 12/31/2023
Morgan Stanley887,159$29,152 12/31/2023
     PTMC887,159$29,152 12/31/2023
Wells Fargo & Company MN635,656$20,888 12/31/2023
     PTMC635,656$20,888 12/31/2023
LPL Financial LLC518,313$17,032 12/31/2023
     PTMC518,313$17,032 12/31/2023
ODonnell Financial Services LLC377,881$12,417 12/31/2023
     PTMC377,881$12,417 12/31/2023
Pacer Advisors Inc.313,494$10,301 12/31/2023
     PTMC313,494$10,301 12/31/2023
WBI Investments304,604$10,009 12/31/2023
     PTMC304,604$10,009 12/31/2023
Cetera Advisor Networks LLC300,455$9,873 12/31/2023
     PTMC300,455$9,873 12/31/2023
Raymond James Financial Services Advisors Inc.268,945$8,838 12/31/2023
     PTMC268,945$8,838 12/31/2023
Advisor Group Holdings Inc.230,723$7,582 12/31/2023
     PTMC230,723$7,582 12/31/2023
UBS Group AG193,850$6,370 12/31/2023
     PTMC193,850$6,370 12/31/2023
Avantax Advisory Services Inc.181,823$5,975 12/31/2023
     PTMC181,823$5,975 12/31/2023
MBL Wealth LLC178,408$5,862 12/31/2023
     PTMC178,408$5,862 12/31/2023
Royal Bank of Canada163,191$5,362 12/31/2023
     PTMC163,191$5,362 12/31/2023
Level Four Advisory Services LLC156,518$5,143 12/31/2023
     PTMC156,518$5,143 12/31/2023
Cambridge Investment Research Advisors Inc.110,365$3,627 12/31/2023
     PTMC110,365$3,627 12/31/2023
Cetera Advisors LLC90,038$2,959 12/31/2023
     PTMC90,038$2,959 12/31/2023
GWM Advisors LLC85,807$2,820 12/31/2023
     PTMC85,807$2,820 12/31/2023
Commonwealth Equity Services LLC73,963$2,430 12/31/2023
     PTMC73,963$2,430 12/31/2023
Clarus Group Inc.66,891$2,198 12/31/2023
     PTMC66,891$2,198 12/31/2023
Stifel Financial Corp63,682$2,093 12/31/2023
     PTMC63,682$2,093 12/31/2023
Empirical Finance LLC58,484$1,922 12/31/2023
     PTMC58,484$1,922 12/31/2023
Financial Advocates Investment Management54,778$1,800 12/31/2023
     PTMC54,778$1,800 12/31/2023
Envestnet Asset Management Inc.53,363$1,753 12/31/2023
     PTMC53,363$1,753 12/31/2023
Raymond James & Associates51,947$1,707 12/31/2023
     PTMC51,947$1,707 12/31/2023
Magnolia Capital Advisors LLC44,144$1,453 12/31/2023
     PTMC44,144$1,453 12/31/2023
Whitaker Myers Wealth Managers LTD.36,818$1,327 03/31/2024
     PTMC36,818$1,327 03/31/2024
Susquehanna International Group LLP38,790$1,275 12/31/2023
     PTMC38,790$1,275 12/31/2023
Ameriprise Financial Inc.32,150$1,056 12/31/2023
     PTMC32,150$1,056 12/31/2023
Meridian Wealth Advisors LLC31,037$1,020 12/31/2023
     PTMC31,037$1,020 12/31/2023
Geneos Wealth Management Inc.28,075$923 12/31/2023
     PTMC28,075$923 12/31/2023
Tyche Wealth Partners LLC23,099$759 12/31/2023
     PTMC23,099$759 12/31/2023
MML Investors Services LLC22,382$735 12/31/2023
     PTMC22,382$735 12/31/2023
ADE LLC17,954$647 03/31/2024
     PTMC17,954$647 03/31/2024
Citadel Advisors LLC18,865$620 12/31/2023
     PTMC18,865$620 12/31/2023
Atria Wealth Solutions Inc.18,612$612 12/31/2023
     PTMC18,612$612 12/31/2023
Kestra Advisory Services LLC18,083$594 12/31/2023
     PTMC18,083$594 12/31/2023
MONECO Advisors LLC17,028$560 12/31/2023
     PTMC17,028$560 12/31/2023
Private Advisor Group LLC16,534$543 12/31/2023
     PTMC16,534$543 12/31/2023
Kestra Private Wealth Services LLC13,914$457 12/31/2023
     PTMC13,914$457 12/31/2023
Legacy Trust13,660$449 12/31/2023
     PTMC13,660$449 12/31/2023
Wealth Enhancement Advisory Services LLC10,460$377 03/31/2024
     PTMC10,460$377 03/31/2024
Regal Investment Advisors LLC11,387$374 12/31/2023
     PTMC11,387$374 12/31/2023
Waddell & Associates LLC11,052$363 12/31/2023
     PTMC11,052$363 12/31/2023
Imprint Wealth LLC10,692$358 12/31/2023
     PTMC10,692$358 12/31/2023
J.W. Cole Advisors Inc.10,223$336 12/31/2023
     PTMC10,223$336 12/31/2023
Proequities Inc.8,960$300 12/31/2023
     PTMC8,960$300 12/31/2023
Harbour Investments Inc.8,924$293 12/31/2023
     PTMC8,924$293 12/31/2023
Cetera Investment Advisers8,859$291 12/31/2023
     PTMC8,859$291 12/31/2023
Castle Rock Wealth Management LLC9,097$291 12/31/2023
     PTMC9,097$291 12/31/2023
Advisor Resource Council8,093$266 12/31/2023
     PTMC8,093$266 12/31/2023
Raymond James Trust N.A.7,140$235 12/31/2023
     PTMC7,140$235 12/31/2023
Stratos Wealth Partners LTD.6,396$230 03/31/2024
     PTMC6,396$230 03/31/2024
Eqis Capital Management Inc.6,241$205 12/31/2023
     PTMC6,241$205 12/31/2023
Brown Brothers Harriman & Co.4,241$139 12/31/2023
     PTMC4,241$139 12/31/2023
Steward Partners Investment Advisory LLC4,093$134 12/31/2023
     PTMC4,093$134 12/31/2023
Private Trust Co. NA2,808$92 12/31/2023
     PTMC2,808$92 12/31/2023
ORG Partners LLC2,771$91 12/31/2023
     PTMC2,771$91 12/31/2023
Bank of Montreal Can2,258$69 12/31/2023
     PTMC2,258$69 12/31/2023
Comerica Bank1,851$61 12/31/2023
     PTMC1,851$61 12/31/2023
Kiely Wealth Advisory Group Inc.1,476$48 12/31/2023
     PTMC1,476$48 12/31/2023
Fifth Third Bancorp1,243$41 12/31/2023
     PTMC1,243$41 12/31/2023
First Command Advisory Services Inc.1,244$41 12/31/2023
     PTMC1,244$41 12/31/2023
WealthShield Partners LLC1,222$41 12/31/2023
     PTMC1,222$41 12/31/2023
EverSource Wealth Advisors LLC1,000$33 12/31/2023
     PTMC1,000$33 12/31/2023
Aspire Wealth Management Corp959$32 12/31/2023
     PTMC959$32 12/31/2023
Register Financial Advisors LLC860$31 03/31/2024
     PTMC860$31 03/31/2024
Qube Research & Technologies Ltd750$25 12/31/2023
     PTMC750$25 12/31/2023
IFP Advisors Inc386$13 12/31/2023
     PTMC386$13 12/31/2023
FMR LLC369$12 12/31/2023
     PTMC369$12 12/31/2023
Founders Financial Alliance LLC360$12 12/31/2023
     PTMC360$12 12/31/2023
Wetzel Investment Advisors Inc.150$5 12/31/2023
     PTMC150$5 12/31/2023
Benjamin F. Edwards & Company Inc.125$4 12/31/2023
     PTMC125$4 12/31/2023
Tower Research Capital LLC TRC 20$1 12/31/2023
     PTMC20$1 12/31/2023

See Summary: Institutional Holders of PTMC
See Details: Top 10 Hedge Funds Holding PTMC
Also See: PTMC Holdings Changes

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