HoldingsChannel.com
There is a long list of 72 institutional holders of PTMC 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 PTMC by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-PTMC table below, the initial column indicates the name of each top institutional holder of PTMC, with a link to that fund's top holdings. The next columns indicate the amount of PTMC stock held by each of the institutional holders of PTMC, followed by the PTMC position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Bank of America Corp DE | 1,022,361 | $33,595 | 12/31/2023 |
| PTMC | 1,022,361 | $33,595 | 12/31/2023 |
| Morgan Stanley | 887,159 | $29,152 | 12/31/2023 |
| PTMC | 887,159 | $29,152 | 12/31/2023 |
| Wells Fargo & Company MN | 635,656 | $20,888 | 12/31/2023 |
| PTMC | 635,656 | $20,888 | 12/31/2023 |
| LPL Financial LLC | 518,313 | $17,032 | 12/31/2023 |
| PTMC | 518,313 | $17,032 | 12/31/2023 |
| ODonnell Financial Services LLC | 399,520 | $14,395 | 03/31/2024 |
| PTMC | 399,520 | $14,395 | 03/31/2024 |
| Pacer Advisors Inc. | 313,494 | $10,301 | 12/31/2023 |
| PTMC | 313,494 | $10,301 | 12/31/2023 |
| WBI Investments | 304,604 | $10,009 | 12/31/2023 |
| PTMC | 304,604 | $10,009 | 12/31/2023 |
| Cetera Advisor Networks LLC | 300,455 | $9,873 | 12/31/2023 |
| PTMC | 300,455 | $9,873 | 12/31/2023 |
| Raymond James Financial Services Advisors Inc. | 241,605 | $8,705 | 03/31/2024 |
| PTMC | 241,605 | $8,705 | 03/31/2024 |
| Advisor Group Holdings Inc. | 230,723 | $7,582 | 12/31/2023 |
| PTMC | 230,723 | $7,582 | 12/31/2023 |
| MBL Wealth LLC | 181,773 | $6,549 | 03/31/2024 |
| PTMC | 181,773 | $6,549 | 03/31/2024 |
| UBS Group AG | 193,850 | $6,370 | 12/31/2023 |
| PTMC | 193,850 | $6,370 | 12/31/2023 |
| Avantax Advisory Services Inc. | 181,823 | $5,975 | 12/31/2023 |
| PTMC | 181,823 | $5,975 | 12/31/2023 |
| Royal Bank of Canada | 163,191 | $5,362 | 12/31/2023 |
| PTMC | 163,191 | $5,362 | 12/31/2023 |
| Level Four Advisory Services LLC | 156,518 | $5,143 | 12/31/2023 |
| PTMC | 156,518 | $5,143 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 112,168 | $4,041 | 03/31/2024 |
| PTMC | 112,168 | $4,041 | 03/31/2024 |
| Cetera Advisors LLC | 90,038 | $2,959 | 12/31/2023 |
| PTMC | 90,038 | $2,959 | 12/31/2023 |
| GWM Advisors LLC | 85,807 | $2,820 | 12/31/2023 |
| PTMC | 85,807 | $2,820 | 12/31/2023 |
| Commonwealth Equity Services LLC | 74,677 | $2,691 | 03/31/2024 |
| PTMC | 74,677 | $2,691 | 03/31/2024 |
| Clarus Group Inc. | 67,465 | $2,431 | 03/31/2024 |
| PTMC | 67,465 | $2,431 | 03/31/2024 |
| Stifel Financial Corp | 63,682 | $2,093 | 12/31/2023 |
| PTMC | 63,682 | $2,093 | 12/31/2023 |
| Empirical Finance LLC | 58,484 | $1,922 | 12/31/2023 |
| PTMC | 58,484 | $1,922 | 12/31/2023 |
| Financial Advocates Investment Management | 49,766 | $1,793 | 03/31/2024 |
| PTMC | 49,766 | $1,793 | 03/31/2024 |
| Envestnet Asset Management Inc. | 53,363 | $1,753 | 12/31/2023 |
| PTMC | 53,363 | $1,753 | 12/31/2023 |
| Magnolia Capital Advisors LLC | 44,144 | $1,453 | 12/31/2023 |
| PTMC | 44,144 | $1,453 | 12/31/2023 |
| Whitaker Myers Wealth Managers LTD. | 36,818 | $1,327 | 03/31/2024 |
| PTMC | 36,818 | $1,327 | 03/31/2024 |
| Susquehanna International Group LLP | 38,790 | $1,275 | 12/31/2023 |
| PTMC | 38,790 | $1,275 | 12/31/2023 |
| Ameriprise Financial Inc. | 32,150 | $1,056 | 12/31/2023 |
| PTMC | 32,150 | $1,056 | 12/31/2023 |
| Raymond James & Associates | 28,847 | $1,039 | 03/31/2024 |
| PTMC | 28,847 | $1,039 | 03/31/2024 |
| Meridian Wealth Advisors LLC | 31,037 | $1,020 | 12/31/2023 |
| PTMC | 31,037 | $1,020 | 12/31/2023 |
| Geneos Wealth Management Inc. | 28,075 | $923 | 12/31/2023 |
| PTMC | 28,075 | $923 | 12/31/2023 |
| Tyche Wealth Partners LLC | 22,012 | $793 | 03/31/2024 |
| PTMC | 22,012 | $793 | 03/31/2024 |
| MML Investors Services LLC | 22,382 | $735 | 12/31/2023 |
| PTMC | 22,382 | $735 | 12/31/2023 |
| ADE LLC | 17,954 | $647 | 03/31/2024 |
| PTMC | 17,954 | $647 | 03/31/2024 |
| MONECO Advisors LLC | 17,459 | $629 | 03/31/2024 |
| PTMC | 17,459 | $629 | 03/31/2024 |
| Citadel Advisors LLC | 18,865 | $620 | 12/31/2023 |
| PTMC | 18,865 | $620 | 12/31/2023 |
| Atria Wealth Solutions Inc. | 18,612 | $612 | 12/31/2023 |
| PTMC | 18,612 | $612 | 12/31/2023 |
| Kestra Advisory Services LLC | 18,083 | $594 | 12/31/2023 |
| PTMC | 18,083 | $594 | 12/31/2023 |
| Private Advisor Group LLC | 15,448 | $557 | 03/31/2024 |
| PTMC | 15,448 | $557 | 03/31/2024 |
| Legacy Trust | 13,660 | $492 | 03/31/2024 |
| PTMC | 13,660 | $492 | 03/31/2024 |
| Advisor Resource Council | 13,666 | $492 | 03/31/2024 |
| PTMC | 13,666 | $492 | 03/31/2024 |
| Kestra Private Wealth Services LLC | 13,914 | $457 | 12/31/2023 |
| PTMC | 13,914 | $457 | 12/31/2023 |
| Wealth Enhancement Advisory Services LLC | 10,460 | $377 | 03/31/2024 |
| PTMC | 10,460 | $377 | 03/31/2024 |
| Regal Investment Advisors LLC | 11,387 | $374 | 12/31/2023 |
| PTMC | 11,387 | $374 | 12/31/2023 |
| J.W. Cole Advisors Inc. | 10,296 | $371 | 03/31/2024 |
| PTMC | 10,296 | $371 | 03/31/2024 |
| Waddell & Associates LLC | 11,052 | $363 | 12/31/2023 |
| PTMC | 11,052 | $363 | 12/31/2023 |
| Imprint Wealth LLC | 10,692 | $358 | 12/31/2023 |
| PTMC | 10,692 | $358 | 12/31/2023 |
| Harbour Investments Inc. | 8,924 | $293 | 12/31/2023 |
| PTMC | 8,924 | $293 | 12/31/2023 |
| Cetera Investment Advisers | 8,859 | $291 | 12/31/2023 |
| PTMC | 8,859 | $291 | 12/31/2023 |
| Castle Rock Wealth Management LLC | 9,097 | $291 | 12/31/2023 |
| PTMC | 9,097 | $291 | 12/31/2023 |
See All: Funds Holding PTMC
See Details: Top 10 Hedge Funds Holding PTMC
Also See: PTMC Holdings Changes
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