On this page, we present all of the funds holding PTRB from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PTRB, with a link to that fund's top holdings. The next columns indicate the amount of PTRB stock held by each of the funds holding PTRB, followed by the PTRB position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 33 funds holding PTRB within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Prudential Financial Inc.. For more details on the positions held by Prudential Financial Inc. (or by any of the other funds holding PTRB), click the fund name in the "Holder" column of the funds-holding-PTRB table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Prudential Financial Inc. | 470,000 | $19,717 | 12/31/2023 |
PTRB | 470,000 | $19,717 | 12/31/2023 |
Howard Financial Services LTD. | 456,764 | $19,001 | 03/31/2024 |
PTRB | 456,764 | $19,001 | 03/31/2024 |
Integrated Wealth Concepts LLC | 398,187 | $16,704 | 12/31/2023 |
PTRB | 398,187 | $16,704 | 12/31/2023 |
Advisory Resource Group | 248,072 | $10,407 | 12/31/2023 |
PTRB | 248,072 | $10,407 | 12/31/2023 |
Team Financial Group LLC | 171,666 | $7,202 | 12/31/2023 |
PTRB | 171,666 | $7,202 | 12/31/2023 |
Financial Gravity Asset Management Inc. | $6,184 | 12/31/2023 | |
BOND FUNDS | 0 | $4,700 | 12/31/2023 |
NTF BOND FUNDS | 19 | $1,484 | 12/31/2023 |
OLD Mission Capital LLC | 133,496 | $5,600 | 12/31/2023 |
PTRB | 133,496 | $5,600 | 12/31/2023 |
Armor Investment Advisors LLC | 103,948 | $4,361 | 12/31/2023 |
PTRB | 103,948 | $4,361 | 12/31/2023 |
ABLE Financial Group LLC | 81,147 | $3,404 | 12/31/2023 |
PTRB | 81,147 | $3,404 | 12/31/2023 |
GWM Advisors LLC | 79,171 | $3,283 | 12/31/2023 |
PTRB | 79,171 | $3,283 | 12/31/2023 |
Advisor Group Holdings Inc. | 78,152 | $3,278 | 12/31/2023 |
PTRB | 78,152 | $3,278 | 12/31/2023 |
Integrity Wealth Solutions LLC | 76,338 | $3,213 | 12/31/2023 |
PTRB | 76,338 | $3,213 | 12/31/2023 |
Jane Street Group LLC | 60,173 | $2,524 | 12/31/2023 |
PTRB | 60,173 | $2,524 | 12/31/2023 |
First Citizens Financial Corp | 32,824 | $1,377 | 12/31/2023 |
PTRB | 32,824 | $1,377 | 12/31/2023 |
Flow Traders U.S. LLC | 31,672 | $1,329 | 12/31/2023 |
PTRB | 31,672 | $1,329 | 12/31/2023 |
Vantage Financial Partners Ltd. Inc. | 29,020 | $1,217 | 12/31/2023 |
PTRB | 29,020 | $1,217 | 12/31/2023 |
Envestnet Asset Management Inc. | 23,983 | $1,006 | 12/31/2023 |
PTRB | 23,983 | $1,006 | 12/31/2023 |
Commonwealth Equity Services LLC | 14,062 | $590 | 12/31/2023 |
PTRB | 14,062 | $590 | 12/31/2023 |
SilverOak Wealth Management LLC | 12,845 | $539 | 12/31/2023 |
PTRB | 12,845 | $539 | 12/31/2023 |
Twin Peaks Wealth Advisors LLC | 9,502 | $399 | 12/31/2023 |
PTRB | 9,502 | $399 | 12/31/2023 |
Dynamic Advisor Solutions LLC | 9,528 | $396 | 03/31/2024 |
PTRB | 9,528 | $396 | 03/31/2024 |
Financial Advisory Service Inc. | 9,304 | $390 | 12/31/2023 |
PTRB | 9,304 | $390 | 12/31/2023 |
Nations Financial Group Inc. IA ADV | 9,059 | $380 | 12/31/2023 |
PTRB | 9,059 | $380 | 12/31/2023 |
Acorn Wealth Advisors LLC | 8,070 | $339 | 12/31/2023 |
PTRB | 8,070 | $339 | 12/31/2023 |
Daymark Wealth Partners LLC | 7,560 | $314 | 03/31/2024 |
PTRB | 7,560 | $314 | 03/31/2024 |
Envestnet Portfolio Solutions Inc. | 6,620 | $278 | 12/31/2023 |
PTRB | 6,620 | $278 | 12/31/2023 |
Kelman Lazarov Inc. | 5,780 | $242 | 12/31/2023 |
PTRB | 5,780 | $242 | 12/31/2023 |
Janney Montgomery Scott LLC | 5,039 | $211 | 12/31/2023 |
PTRB | 5,039 | $211 | 12/31/2023 |
Orion Portfolio Solutions LLC | 4,967 | $207 | 12/31/2023 |
PTRB | 4,967 | $207 | 12/31/2023 |
CWM LLC | 3,900 | $162 | 03/31/2024 |
PTRB | 3,900 | $162 | 03/31/2024 |
Main Street Group LTD | $55 | 12/31/2023 | |
NTF BOND FUNDS | 4,550 | $55 | 12/31/2023 |
Comerica Bank | 611 | $26 | 12/31/2023 |
PTRB | 611 | $26 | 12/31/2023 |
Principal Securities Inc. | 275 | $12 | 12/31/2023 |
PTRB | 275 | $12 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
PTRB | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of PTRB
See Details: Top 10 Hedge Funds Holding PTRB
Also See: PTRB Holdings Changes
Free PTRB Email Alerts: Get Dividend Alerts Get SEC Filing Alerts |