HoldingsChannel.com
On this page, we present all of the funds holding PTY from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PTY, with a link to that fund's top holdings. The next columns indicate the amount of PTY stock held by each of the funds holding PTY, followed by the PTY position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 160 funds holding PTY 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 PTY), click the fund name in the "Holder" column of the funds-holding-PTY table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Morgan Stanley | 1,866,460 | $24,712 | 12/31/2023 |
| PTY | 1,866,460 | $24,712 | 12/31/2023 |
| LPL Financial LLC | 1,708,285 | $22,618 | 12/31/2023 |
| PTY | 1,708,285 | $22,618 | 12/31/2023 |
| XML Financial LLC | 1,103,619 | $14,612 | 12/31/2023 |
| PTY | 1,103,619 | $14,612 | 12/31/2023 |
| Commonwealth Equity Services LLC | 978,650 | $14,553 | 03/31/2024 |
| PTY | 978,650 | $14,553 | 03/31/2024 |
| Penserra Capital Management LLC | 893,271 | $11,826 | 12/31/2023 |
| PTY | 893,271 | $11,826 | 12/31/2023 |
| PFG Investments LLC | 713,512 | $10,610 | 03/31/2024 |
| PTY | 713,512 | $10,610 | 03/31/2024 |
| Advisor Group Holdings Inc. | 593,307 | $7,856 | 12/31/2023 |
| PTY | 593,307 | $7,856 | 12/31/2023 |
| Northwestern Mutual Wealth Management Co. | 545,200 | $7,218 | 12/31/2023 |
| PTY | 545,200 | $7,218 | 12/31/2023 |
| Raymond James Financial Services Advisors Inc. | 466,159 | $6,932 | 03/31/2024 |
| PTY | 466,159 | $6,932 | 03/31/2024 |
| Cambridge Investment Research Advisors Inc. | 436,881 | $6,496 | 03/31/2024 |
| PTY | 436,881 | $6,496 | 03/31/2024 |
| Proequities Inc. | 391,396 | $5,866 | 03/31/2024 |
| PTY | 391,396 | $5,866 | 03/31/2024 |
| Cetera Advisor Networks LLC | 385,532 | $5,104 | 12/31/2023 |
| PTY | 385,532 | $5,104 | 12/31/2023 |
| Private Advisor Group LLC | 328,838 | $4,890 | 03/31/2024 |
| PTY | 328,838 | $4,890 | 03/31/2024 |
| SYM FINANCIAL Corp | 291,872 | $4,340 | 03/31/2024 |
| PTY | 291,872 | $4,340 | 03/31/2024 |
| Accel Wealth Management | 291,511 | $4,335 | 03/31/2024 |
| PTY | 291,511 | $4,335 | 03/31/2024 |
| Cetera Investment Advisers | 303,767 | $4,022 | 12/31/2023 |
| PTY | 303,767 | $4,022 | 12/31/2023 |
| Evergreen Wealth Management LLC | 261,606 | $3,890 | 03/31/2024 |
| PTY | 261,606 | $3,890 | 03/31/2024 |
| Envestnet Asset Management Inc. | 257,263 | $3,406 | 12/31/2023 |
| PTY | 257,263 | $3,406 | 12/31/2023 |
| Royal Bank of Canada | 248,116 | $3,285 | 12/31/2023 |
| PTY | 248,116 | $3,285 | 12/31/2023 |
| Bank of America Corp DE | 219,539 | $2,907 | 12/31/2023 |
| PTY | 219,539 | $2,907 | 12/31/2023 |
| Dynamic Advisor Solutions LLC | 194,680 | $2,895 | 03/31/2024 |
| PTY | 194,680 | $2,895 | 03/31/2024 |
| Cahill Financial Advisors Inc. | 186,036 | $2,463 | 12/31/2023 |
| PTY | 186,036 | $2,463 | 12/31/2023 |
| Golden State Equity Partners | 175,288 | $2,321 | 12/31/2023 |
| PTY | 175,288 | $2,321 | 12/31/2023 |
| Kestra Advisory Services LLC | 169,989 | $2,251 | 12/31/2023 |
| PTY | 169,989 | $2,251 | 12/31/2023 |
| Focus Financial Network Inc. ADV | 138,911 | $1,856 | 12/31/2023 |
| PTY | 138,911 | $1,856 | 12/31/2023 |
| Stifel Financial Corp | 134,716 | $1,784 | 12/31/2023 |
| PTY | 134,716 | $1,784 | 12/31/2023 |
| Wells Fargo & Company MN | 128,355 | $1,699 | 12/31/2023 |
| PTY | 128,355 | $1,699 | 12/31/2023 |
| M&T Bank Corp | 103,480 | $1,539 | 03/31/2024 |
| PTY | 103,480 | $1,539 | 03/31/2024 |
| Principal Securities Inc. | 116,262 | $1,539 | 12/31/2023 |
| PTY | 116,262 | $1,539 | 12/31/2023 |
| MML Investors Services LLC | 114,621 | $1,518 | 12/31/2023 |
| PTY | 114,621 | $1,518 | 12/31/2023 |
| Raymond James & Associates | 97,914 | $1,456 | 03/31/2024 |
| PTY | 97,914 | $1,456 | 03/31/2024 |
| Parallel Advisors LLC | 93,459 | $1,390 | 03/31/2024 |
| PTY | 93,459 | $1,390 | 03/31/2024 |
| Covenant Asset Management LLC | 81,532 | $1,212 | 03/31/2024 |
| PTY | 81,532 | $1,212 | 03/31/2024 |
| Exencial Wealth Advisors LLC | 85,503 | $1,132 | 12/31/2023 |
| PTY | 85,503 | $1,132 | 12/31/2023 |
| C2C Wealth Management LLC | 73,925 | $1,099 | 03/31/2024 |
| PTY | 73,925 | $1,099 | 03/31/2024 |
| UBS Group AG | 80,576 | $1,067 | 12/31/2023 |
| PTY | 80,576 | $1,067 | 12/31/2023 |
| Cornerstone Wealth Management LLC | 67,186 | $999 | 03/31/2024 |
| PTY | 67,186 | $999 | 03/31/2024 |
| Nelson Van Denburg & Campbell Wealth Management Group LLC | 62,500 | $929 | 03/31/2024 |
| PTY | 62,500 | $929 | 03/31/2024 |
| Samalin Investment Counsel LLC | 65,334 | $865 | 12/31/2023 |
| PTY | 65,334 | $865 | 12/31/2023 |
| Cornerstone Advisory LLC | 64,501 | $854 | 12/31/2023 |
| PTY | 64,501 | $854 | 12/31/2023 |
| GWM Advisors LLC | 60,623 | $813 | 12/31/2023 |
| PTY | 60,623 | $813 | 12/31/2023 |
| Avestar Capital LLC | 57,300 | $764 | 12/31/2023 |
| PTY | 57,300 | $764 | 12/31/2023 |
| Beacon Pointe Advisors LLC | 57,565 | $762 | 12/31/2023 |
| PTY | 57,565 | $762 | 12/31/2023 |
| Disciplined Investments LLC | 50,000 | $744 | 03/31/2024 |
| PTY | 50,000 | $744 | 03/31/2024 |
| Hollencrest Capital Management | 47,987 | $714 | 03/31/2024 |
| PTY | 47,987 | $714 | 03/31/2024 |
| Atria Wealth Solutions Inc. | 53,224 | $711 | 12/31/2023 |
| PTY | 53,224 | $711 | 12/31/2023 |
| Neuberger Berman Group LLC | 50,210 | $665 | 12/31/2023 |
| PTY | 50,210 | $665 | 12/31/2023 |
| Truist Financial Corp | 48,446 | $641 | 12/31/2023 |
| PTY | 48,446 | $641 | 12/31/2023 |
| Sigma Planning Corp | 41,994 | $624 | 03/31/2024 |
| PTY | 41,994 | $624 | 03/31/2024 |
| Janney Montgomery Scott LLC | 41,855 | $622 | 03/31/2024 |
| PTY | 41,855 | $622 | 03/31/2024 |
| HighTower Advisors LLC | 38,505 | $572 | 03/31/2024 |
| PTY | 38,505 | $572 | 03/31/2024 |
| Western Wealth Management LLC | 38,353 | $570 | 03/31/2024 |
| PTY | 38,353 | $570 | 03/31/2024 |
| Madison Wealth Partners Inc | 37,628 | $560 | 03/31/2024 |
| PTY | 37,628 | $560 | 03/31/2024 |
| Nwam LLC | 42,093 | $557 | 12/31/2023 |
| PTY | 42,093 | $557 | 12/31/2023 |
| The PNC Financial Services Group Inc. | 40,647 | $538 | 12/31/2023 |
| PTY | 40,647 | $538 | 12/31/2023 |
| Raymond James Trust N.A. | 35,645 | $530 | 03/31/2024 |
| PTY | 35,645 | $530 | 03/31/2024 |
| All Season Financial Advisors Inc. | 35,535 | $528 | 03/31/2024 |
| PTY | 35,535 | $528 | 03/31/2024 |
| Semus Wealth Partners LLC | 32,812 | $488 | 03/31/2024 |
| PTY | 32,812 | $488 | 03/31/2024 |
| D.A. Davidson & CO. | 36,706 | $486 | 12/31/2023 |
| PTY | 36,706 | $486 | 12/31/2023 |
| Ausdal Financial Partners Inc. | 31,772 | $472 | 03/31/2024 |
| PTY | 31,772 | $472 | 03/31/2024 |
| Guggenheim Capital LLC | 35,089 | $465 | 12/31/2023 |
| PTY | 35,089 | $465 | 12/31/2023 |
| Rockefeller Capital Management L.P. | 34,634 | $459 | 12/31/2023 |
| PTY | 34,634 | $459 | 12/31/2023 |
| Verus Capital Partners LLC | 30,477 | $453 | 03/31/2024 |
| PTY | 30,477 | $453 | 03/31/2024 |
| Sheaff Brock Investment Advisors LLC | 31,526 | $417 | 12/31/2023 |
| PTY | 31,526 | $417 | 12/31/2023 |
| RSM US Wealth Management LLC | 27,677 | $412 | 03/31/2024 |
| PTY | 27,677 | $412 | 03/31/2024 |
| Dodds Wealth LLC | 29,761 | $394 | 12/31/2023 |
| PTY | 29,761 | $394 | 12/31/2023 |
| Integrity Financial Corp WA | 26,019 | $387 | 03/31/2024 |
| PTY | 26,019 | $387 | 03/31/2024 |
| GHE LLC | 25,350 | $377 | 03/31/2024 |
| PTY | 25,350 | $377 | 03/31/2024 |
| Cetera Advisors LLC | 28,137 | $373 | 12/31/2023 |
| PTY | 28,137 | $373 | 12/31/2023 |
| Copperwynd Financial LLC | 24,503 | $364 | 03/31/2024 |
| PTY | 24,503 | $364 | 03/31/2024 |
| Spire Wealth Management | 23,537 | $350 | 03/31/2024 |
| PTY | 23,537 | $350 | 03/31/2024 |
| Optimum Investment Advisors | 22,900 | $341 | 03/31/2024 |
| PTY | 22,900 | $341 | 03/31/2024 |
| GSB Wealth Management LLC | 20,698 | $308 | 03/31/2024 |
| PTY | 20,698 | $308 | 03/31/2024 |
| Centaurus Financial Inc. | 21,929 | $290 | 12/31/2023 |
| PTY | 21,929 | $290 | 12/31/2023 |
| Comerica Bank | 21,898 | $290 | 12/31/2023 |
| PTY | 21,898 | $290 | 12/31/2023 |
| Strategic Financial Concepts LLC | 18,267 | $272 | 03/31/2024 |
| PTY | 18,267 | $272 | 03/31/2024 |
| Gill Capital Partners LLC | 18,686 | $267 | 03/31/2024 |
| PTY | 18,686 | $267 | 03/31/2024 |
| Wealth Alliance Advisory Group LLC | 17,847 | $265 | 03/31/2024 |
| PTY | 17,847 | $265 | 03/31/2024 |
| Patron Partners Advisors LLC | 17,639 | $262 | 03/31/2024 |
| PTY | 17,639 | $262 | 03/31/2024 |
| Elequin Capital LP | 19,175 | $254 | 12/31/2023 |
| PTY | 19,175 | $254 | 12/31/2023 |
| BEAM Asset Management LLC | 16,857 | $251 | 03/31/2024 |
| PTY | 16,857 | $251 | 03/31/2024 |
| CIBC World Markets Inc. | 18,989 | $251 | 12/31/2023 |
| PTY | 18,989 | $251 | 12/31/2023 |
| AE Wealth Management LLC | 18,144 | $250 | 12/31/2023 |
| PTY | 18,144 | $250 | 12/31/2023 |
| J.W. Cole Advisors Inc. | 16,719 | $249 | 03/31/2024 |
| PTY | 16,719 | $249 | 03/31/2024 |
| Captrust Financial Advisors | 18,800 | $249 | 12/31/2023 |
| PTY | 18,800 | $249 | 12/31/2023 |
| Creative Planning | 18,720 | $248 | 12/31/2023 |
| PTY | 18,720 | $248 | 12/31/2023 |
| SpiderRock Advisors LLC | 17,000 | $247 | 03/31/2024 |
| PTY | 17,000 | $247 | 03/31/2024 |
| Sunbelt Securities Inc. | 16,243 | $242 | 03/31/2024 |
| PTY | 16,243 | $242 | 03/31/2024 |
| Avantax Advisory Services Inc. | 15,951 | $237 | 03/31/2024 |
| PTY | 15,951 | $237 | 03/31/2024 |
| Prosperity Wealth Management Inc. | 17,608 | $233 | 12/31/2023 |
| PTY | 17,608 | $233 | 12/31/2023 |
| Mariner LLC | 17,100 | $226 | 12/31/2023 |
| PTY | 17,100 | $226 | 12/31/2023 |
| Millennium Management LLC | 16,964 | $225 | 12/31/2023 |
| PTY | 16,964 | $225 | 12/31/2023 |
| Jefferies Financial Group Inc. | 16,710 | $221 | 12/31/2023 |
| PTY | 16,710 | $221 | 12/31/2023 |
| Williams Jones Wealth Management LLC. | 14,030 | $209 | 03/31/2024 |
| PTY | 14,030 | $209 | 03/31/2024 |
| SFI Advisors LLC | 15,618 | $207 | 12/31/2023 |
| PTY | 15,618 | $207 | 12/31/2023 |
| Collaborative Wealth Managment Inc. | 15,254 | $202 | 12/31/2023 |
| PTY | 15,254 | $202 | 12/31/2023 |
| HB Wealth Management LLC | 13,290 | $198 | 03/31/2024 |
| PTY | 13,290 | $198 | 03/31/2024 |
| Lincoln National Corp | 13,074 | $194 | 03/31/2024 |
| PTY | 13,074 | $194 | 03/31/2024 |
| NBC Securities Inc. | 13,107 | $194 | 03/31/2024 |
| PTY | 13,107 | $194 | 03/31/2024 |
| IFP Advisors Inc | 14,537 | $192 | 12/31/2023 |
| PTY | 14,537 | $192 | 12/31/2023 |
| TD Waterhouse Canada Inc. | 14,000 | $189 | 12/31/2023 |
| PTY | 14,000 | $189 | 12/31/2023 |
| Harbour Investments Inc. | 14,200 | $188 | 12/31/2023 |
| PTY | 14,200 | $188 | 12/31/2023 |
| TFG Advisers LLC | 12,609 | $187 | 03/31/2024 |
| PTY | 12,609 | $187 | 03/31/2024 |
| Rathbone Brothers plc | 14,000 | $185 | 12/31/2023 |
| PTY | 14,000 | $185 | 12/31/2023 |
| Virtu Financial LLC | 13,746 | $182 | 12/31/2023 |
| PTY | 13,746 | $182 | 12/31/2023 |
| Oarsman Capital Inc. | 13,317 | $176 | 12/31/2023 |
| PTY | 13,317 | $176 | 12/31/2023 |
| Cresta Advisors Ltd. | 11,705 | $174 | 03/31/2024 |
| PTY | 11,705 | $174 | 03/31/2024 |
| Stratos Wealth Partners LTD. | 11,601 | $173 | 03/31/2024 |
| PTY | 11,601 | $173 | 03/31/2024 |
| CFO4Life Group LLC | 11,305 | $168 | 03/31/2024 |
| PTY | 11,305 | $168 | 03/31/2024 |
| Southland Equity Partners LLC | 11,221 | $167 | 03/31/2024 |
| PTY | 11,221 | $167 | 03/31/2024 |
| Instrumental Wealth LLC | 11,994 | $165 | 12/31/2023 |
| PTY | 11,994 | $165 | 12/31/2023 |
| Private Trust Co. NA | 10,555 | $157 | 03/31/2024 |
| PTY | 10,555 | $157 | 03/31/2024 |
| Prime Capital Investment Advisors LLC | 11,626 | $154 | 12/31/2023 |
| PTY | 11,626 | $154 | 12/31/2023 |
| Wedbush Securities Inc. | 11,259 | $149 | 12/31/2023 |
| PTY | 11,259 | $149 | 12/31/2023 |
| Landscape Capital Management L.L.C. | 10,904 | $144 | 12/31/2023 |
| PTY | 10,904 | $144 | 12/31/2023 |
| Steward Partners Investment Advisory LLC | 10,785 | $143 | 12/31/2023 |
| PTY | 10,785 | $143 | 12/31/2023 |
| AlphaMark Advisors LLC | 9,440 | $140 | 03/31/2024 |
| PTY | 9,440 | $140 | 03/31/2024 |
| Belpointe Asset Management LLC | 10,000 | $132 | 12/31/2023 |
| PTY | 10,000 | $132 | 12/31/2023 |
| Main Street Group LTD | 9,387 | $124 | 12/31/2023 |
| PTY | 9,387 | $124 | 12/31/2023 |
| US Bancorp DE | 7,833 | $116 | 03/31/2024 |
| PTY | 7,833 | $116 | 03/31/2024 |
| Harbor Investment Advisory LLC | 6,109 | $91 | 03/31/2024 |
| PTY | 6,109 | $91 | 03/31/2024 |
| Bank of New Hampshire | 5,860 | $87 | 03/31/2024 |
| PTY | 5,860 | $87 | 03/31/2024 |
| Allworth Financial LP | 5,000 | $74 | 03/31/2024 |
| PTY | 5,000 | $74 | 03/31/2024 |
| Global Retirement Partners LLC | 4,057 | $60 | 03/31/2024 |
| PTY | 4,057 | $60 | 03/31/2024 |
| CWM LLC | 3,577 | $53 | 03/31/2024 |
| PTY | 3,577 | $53 | 03/31/2024 |
| FNY Investment Advisers LLC | 3,200 | $47 | 03/31/2024 |
| PTY | 3,200 | $47 | 03/31/2024 |
| ICA Group Wealth Management LLC | 2,847 | $38 | 12/31/2023 |
| PTY | 2,847 | $38 | 12/31/2023 |
| Versant Capital Management Inc | 2,500 | $37 | 03/31/2024 |
| PTY | 2,500 | $37 | 03/31/2024 |
| Webster Bank N. A. | 2,200 | $33 | 03/31/2024 |
| PTY | 2,200 | $33 | 03/31/2024 |
| JFS Wealth Advisors LLC | 2,026 | $30 | 03/31/2024 |
| PTY | 2,026 | $30 | 03/31/2024 |
| Northwest Capital Management Inc | 2,000 | $30 | 03/31/2024 |
| PTY | 2,000 | $30 | 03/31/2024 |
| EverSource Wealth Advisors LLC | 2,200 | $29 | 12/31/2023 |
| PTY | 2,200 | $29 | 12/31/2023 |
| M&R Capital Management Inc. | 1,800 | $27 | 03/31/2024 |
| PTY | 1,800 | $27 | 03/31/2024 |
| Bartlett & Co. LLC | 2,000 | $27 | 12/31/2023 |
| PTY | 2,000 | $27 | 12/31/2023 |
| Bartlett & CO. Wealth Management LLC | 2,000 | $27 | 12/31/2023 |
| PTY | 2,000 | $27 | 12/31/2023 |
| Truvestments Capital LLC | 2,000 | $26 | 12/31/2023 |
| PTY | 2,000 | $26 | 12/31/2023 |
| Bogart Wealth LLC | 1,600 | $24 | 03/31/2024 |
| PTY | 1,600 | $24 | 03/31/2024 |
| South State CORP. | 1,390 | $21 | 03/31/2024 |
| PTY | 1,390 | $21 | 03/31/2024 |
| ZRC Wealth Management LLC | 1,436 | $21 | 03/31/2024 |
| PTY | 1,436 | $21 | 03/31/2024 |
| Farther Finance Advisors LLC | 1,575 | $21 | 12/31/2023 |
| PTY | 1,575 | $21 | 12/31/2023 |
| AllSquare Wealth Management LLC | 1,200 | $18 | 03/31/2024 |
| PTY | 1,200 | $18 | 03/31/2024 |
| Geneos Wealth Management Inc. | 1,050 | $16 | 03/31/2024 |
| PTY | 1,050 | $16 | 03/31/2024 |
| Princeton Global Asset Management LLC | 1,092 | $16 | 03/31/2024 |
| PTY | 1,092 | $16 | 03/31/2024 |
| Tompkins Financial Corp | 850 | $13 | 03/31/2024 |
| PTY | 850 | $13 | 03/31/2024 |
| Raleigh Capital Management Inc. | 940 | $12 | 12/31/2023 |
| PTY | 940 | $12 | 12/31/2023 |
| Moisand Fitzgerald Tamayo LLC | 745 | $11 | 03/31/2024 |
| PTY | 745 | $11 | 03/31/2024 |
| Heritage Wealth Advisors | 820 | $11 | 12/31/2023 |
| PTY | 820 | $11 | 12/31/2023 |
| Crewe Advisors LLC | 850 | $11 | 12/31/2023 |
| PTY | 850 | $11 | 12/31/2023 |
| SOA Wealth Advisors LLC. | 700 | $10 | 03/31/2024 |
| PTY | 700 | $10 | 03/31/2024 |
| Bessemer Group Inc. | 700 | $9 | 12/31/2023 |
| PTY | 700 | $9 | 12/31/2023 |
| Focused Wealth Management Inc | 593 | $8 | 12/31/2023 |
| PTY | 593 | $8 | 12/31/2023 |
| Baystate Wealth Management LLC | 504 | $7 | 12/31/2023 |
| PTY | 504 | $7 | 12/31/2023 |
| Tradition Wealth Management LLC | 547 | $7 | 12/31/2023 |
| PTY | 547 | $7 | 12/31/2023 |
| Trust Co. of Vermont | 383 | $6 | 03/31/2024 |
| PTY | 383 | $6 | 03/31/2024 |
| Coston McIsaac & Partners | 428 | $6 | 03/31/2024 |
| PTY | 428 | $6 | 03/31/2024 |
| Householder Group Estate & Retirement Specialist LLC | 232 | $3 | 03/31/2024 |
| PTY | 232 | $3 | 03/31/2024 |
| Financial Management Professionals Inc. | 142 | $2 | 03/31/2024 |
| PTY | 142 | $2 | 03/31/2024 |
| JPMorgan Chase & Co. | 169 | $2 | 12/31/2023 |
| PTY | 169 | $2 | 12/31/2023 |
| Hoey Investments Inc. | 151 | $2 | 12/31/2023 |
| PTY | 151 | $2 | 12/31/2023 |
| Beacon Capital Management LLC | 185 | $2 | 12/31/2023 |
| PTY | 185 | $2 | 12/31/2023 |
| FMR LLC | 4 | $0 | 12/31/2023 |
| PTY | 4 | $0 | 12/31/2023 |
See Summary: Institutional Holders of PTY
See Details: Top 10 Hedge Funds Holding PTY
Also See: PTY Insider Buying
Also See: PTY Holdings Changes
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