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Funds Holding PTH

On this page, we present all of the funds holding PTH from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PTH, with a link to that fund's top holdings. The next columns indicate the amount of PTH stock held by each of the funds holding PTH, followed by the PTH position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 72 funds holding PTH within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Connectus Wealth LLC. For more details on the positions held by Connectus Wealth LLC (or by any of the other funds holding PTH), click the fund name in the "Holder" column of the funds-holding-PTH table below.

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.43,929$1,931 03/31/2024
     PTH43,929$1,931 03/31/2024
Raymond James & Associates38,509$1,693 03/31/2024
     PTH38,509$1,693 03/31/2024
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
Private Advisor Group LLC27,242$1,198 03/31/2024
     PTH27,242$1,198 03/31/2024
Susquehanna International Group LLP25,577$1,124 03/31/2024
     PTH25,577$1,124 03/31/2024
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
Commonwealth Equity Services LLC19,043$837 03/31/2024
     PTH19,043$837 03/31/2024
Raymond James Financial Services Advisors Inc.17,867$785 03/31/2024
     PTH17,867$785 03/31/2024
Steward Partners Investment Advisory LLC20,000$783 12/31/2023
     PTH20,000$783 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
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 Advisors11,053$486 03/31/2024
     PTH11,053$486 03/31/2024
Concentrum Wealth Management8,094$356 03/31/2024
     PTH8,094$356 03/31/2024
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
BEAM Asset Management LLC7,337$323 03/31/2024
     PTH7,337$323 03/31/2024
Eagle Strategies LLC6,951$306 03/31/2024
     PTH6,951$306 03/31/2024
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
Valmark Advisers Inc.6,037$265 03/31/2024
     PTH6,037$265 03/31/2024
Resources Investment Advisors LLC.6,780$265 12/31/2023
     PTH6,780$265 12/31/2023
Asset Allocation Strategies LLC5,922$260 03/31/2024
     PTH5,922$260 03/31/2024
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
Avaii Wealth Management LLC4,828$212 03/31/2024
     PTH4,828$212 03/31/2024
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
Glenmede Trust Co. NA4,041$158 12/31/2023
     PTH4,041$158 12/31/2023
Benjamin F. Edwards & Company Inc.3,000$132 03/31/2024
     PTH3,000$132 03/31/2024
Harbour Investments Inc.1,668$65 12/31/2023
     PTH1,668$65 12/31/2023
Bellevue Asset Management LLC1,452$64 03/31/2024
     PTH1,452$64 03/31/2024
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
O Shaughnessy Asset Management LLC1,227$48 12/31/2023
     PTH1,227$48 12/31/2023
Parallel Advisors LLC1,000$44 03/31/2024
     PTH1,000$44 03/31/2024
National Bank of Canada FI900$35 12/31/2023
     PTH900$35 12/31/2023
Signaturefd LLC770$34 03/31/2024
     PTH770$34 03/31/2024
Geneos Wealth Management Inc.675$30 03/31/2024
     PTH675$30 03/31/2024
GWM Advisors LLC759$30 12/31/2023
     PTH759$30 12/31/2023
Private Trust Co. NA632$28 03/31/2024
     PTH632$28 03/31/2024
Allworth Financial LP615$27 03/31/2024
     PTH615$27 03/31/2024
Armor Investment Advisors LLC579$25 03/31/2024
     PTH579$25 03/31/2024
Westside Investment Management Inc.555$24 03/31/2024
     PTH555$24 03/31/2024
Citigroup Inc.600$23 12/31/2023
     PTH600$23 12/31/2023
Coastal Investment Advisors Inc.375$16 03/31/2024
     PTH375$16 03/31/2024
Capital Investment Advisory Services LLC300$13 03/31/2024
     PTH300$13 03/31/2024
Global Retirement Partners LLC300$13 03/31/2024
     PTH300$13 03/31/2024
CWM LLC273$12 03/31/2024
     PTH273$12 03/31/2024
Hollencrest Capital Management195$9 03/31/2024
     PTH195$9 03/31/2024
IFP Advisors Inc201$8 12/31/2023
     PTH201$8 12/31/2023
Key Financial Inc120$5 03/31/2024
     PTH120$5 03/31/2024
PFS Partners LLC87$4 03/31/2024
     PTH87$4 03/31/2024
The PNC Financial Services Group Inc.106$4 12/31/2023
     PTH106$4 12/31/2023
Creative Financial Designs Inc. ADV75$3 03/31/2024
     PTH75$3 03/31/2024
Principal Securities Inc.87$3 12/31/2023
     PTH87$3 12/31/2023
Qube Research & Technologies Ltd83$3 12/31/2023
     PTH83$3 12/31/2023
Provence Wealth Management Group30$1 12/31/2023
     PTH30$1 12/31/2023
Proequities Inc.0$0 03/31/2024
     PTH0$0 03/31/2024
Transamerica Financial Advisors Inc.2$0 12/31/2023
     PTH2$0 12/31/2023

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

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