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Institutional Holders of PTH

There is a long list of 66 institutional holders of PTH within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of PTH by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-PTH table below, the initial column indicates the name of each top institutional holder of PTH, with a link to that fund's top holdings. The next columns indicate the amount of PTH stock held by each of the institutional holders of PTH, followed by the PTH position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Connectus Wealth LLC256,452$10,038 12/31/2023
     PTH256,452$10,038 12/31/2023
Morgan Stanley208,977$8,179 12/31/2023
     PTH208,977$8,179 12/31/2023
LPL Financial LLC121,774$4,766 12/31/2023
     PTH121,774$4,766 12/31/2023
Bank of America Corp DE107,663$4,214 12/31/2023
     PTH107,663$4,214 12/31/2023
SFI Advisors LLC77,592$3,037 12/31/2023
     PTH77,592$3,037 12/31/2023
UBS Group AG55,247$2,162 12/31/2023
     PTH55,247$2,162 12/31/2023
Cambridge Investment Research Advisors Inc.45,872$1,795 12/31/2023
     PTH45,872$1,795 12/31/2023
IHT Wealth Management LLC40,623$1,590 12/31/2023
     PTH40,623$1,590 12/31/2023
Wells Fargo & Company MN36,508$1,429 12/31/2023
     PTH36,508$1,429 12/31/2023
Susquehanna International Group LLP29,314$1,147 12/31/2023
     PTH29,314$1,147 12/31/2023
SignalPoint Asset Management LLC24,234$1,065 03/31/2024
     PTH24,234$1,065 03/31/2024
Advisor Group Holdings Inc.23,025$901 12/31/2023
     PTH23,025$901 12/31/2023
Tower Research Capital LLC TRC 22,263$871 12/31/2023
     PTH22,263$871 12/31/2023
Citadel Advisors LLC21,504$842 12/31/2023
     PTH21,504$842 12/31/2023
Steward Partners Investment Advisory LLC20,000$783 12/31/2023
     PTH20,000$783 12/31/2023
Commonwealth Equity Services LLC19,448$761 12/31/2023
     PTH19,448$761 12/31/2023
Envestnet Asset Management Inc.18,046$706 12/31/2023
     PTH18,046$706 12/31/2023
Atria Wealth Solutions Inc.17,722$694 12/31/2023
     PTH17,722$694 12/31/2023
Raymond James Financial Services Advisors Inc.17,559$687 12/31/2023
     PTH17,559$687 12/31/2023
Royal Bank of Canada14,469$566 12/31/2023
     PTH14,469$566 12/31/2023
Stifel Financial Corp13,027$510 12/31/2023
     PTH13,027$510 12/31/2023
PFG Advisors11,120$435 12/31/2023
     PTH11,120$435 12/31/2023
Flow Traders U.S. LLC8,962$351 12/31/2023
     PTH8,962$351 12/31/2023
Jaffetilchin Investment Partners LLC8,681$340 12/31/2023
     PTH8,681$340 12/31/2023
AE Wealth Management LLC8,196$325 12/31/2023
     PTH8,196$325 12/31/2023
Concentrum Wealth Management8,094$317 12/31/2023
     PTH8,094$317 12/31/2023
BEAM Asset Management LLC7,659$300 12/31/2023
     PTH7,659$300 12/31/2023
MML Investors Services LLC7,365$288 12/31/2023
     PTH7,365$288 12/31/2023
Wealth Enhancement Advisory Services LLC6,420$282 03/31/2024
     PTH6,420$282 03/31/2024
Private Advisor Group LLC6,861$269 12/31/2023
     PTH6,861$269 12/31/2023
Resources Investment Advisors LLC.6,780$265 12/31/2023
     PTH6,780$265 12/31/2023
Valmark Advisers Inc.5,967$234 12/31/2023
     PTH5,967$234 12/31/2023
Cetera Investment Advisers5,746$225 12/31/2023
     PTH5,746$225 12/31/2023
Cetera Advisor Networks LLC5,494$215 12/31/2023
     PTH5,494$215 12/31/2023
EP Wealth Advisors LLC5,466$214 12/31/2023
     PTH5,466$214 12/31/2023
Wealthcare Advisory Partners LLC4,741$208 03/31/2024
     PTH4,741$208 03/31/2024
Comerica Bank4,731$185 12/31/2023
     PTH4,731$185 12/31/2023
Advisory Services Network LLC4,449$174 12/31/2023
     PTH4,449$174 12/31/2023
Glenmede Trust Co. NA4,041$158 12/31/2023
     PTH4,041$158 12/31/2023
Benjamin F. Edwards & Company Inc.3,000$117 12/31/2023
     PTH3,000$117 12/31/2023
Global Retirement Partners LLC1,986$78 12/31/2023
     PTH1,986$78 12/31/2023
Harbour Investments Inc.1,668$65 12/31/2023
     PTH1,668$65 12/31/2023
FMR LLC1,575$62 12/31/2023
     PTH1,575$62 12/31/2023
SOA Wealth Advisors LLC.1,335$59 03/31/2024
     PTH1,335$59 03/31/2024
Bellevue Asset Management LLC1,452$57 12/31/2023
     PTH1,452$57 12/31/2023
O Shaughnessy Asset Management LLC1,227$48 12/31/2023
     PTH1,227$48 12/31/2023
Parallel Advisors LLC1,000$39 12/31/2023
     PTH1,000$39 12/31/2023
National Bank of Canada FI900$35 12/31/2023
     PTH900$35 12/31/2023
GWM Advisors LLC759$30 12/31/2023
     PTH759$30 12/31/2023
Private Trust Co. NA676$26 12/31/2023
     PTH676$26 12/31/2023

See All: Funds Holding PTH
See Details: Top 10 Hedge Funds Holding PTH
Also See: PTH Holdings Changes

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