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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Connectus Wealth LLC | 256,452 | $10,038 | 12/31/2023 | PTH | 256,452 | $10,038 | 12/31/2023 | Morgan Stanley | 208,977 | $8,179 | 12/31/2023 | PTH | 208,977 | $8,179 | 12/31/2023 | LPL Financial LLC | 121,774 | $4,766 | 12/31/2023 | PTH | 121,774 | $4,766 | 12/31/2023 | Bank of America Corp DE | 107,663 | $4,214 | 12/31/2023 | PTH | 107,663 | $4,214 | 12/31/2023 | SFI Advisors LLC | 77,592 | $3,037 | 12/31/2023 | PTH | 77,592 | $3,037 | 12/31/2023 | UBS Group AG | 55,247 | $2,162 | 12/31/2023 | PTH | 55,247 | $2,162 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 43,929 | $1,931 | 03/31/2024 | PTH | 43,929 | $1,931 | 03/31/2024 | Raymond James & Associates | 38,509 | $1,693 | 03/31/2024 | PTH | 38,509 | $1,693 | 03/31/2024 | IHT Wealth Management LLC | 40,623 | $1,590 | 12/31/2023 | PTH | 40,623 | $1,590 | 12/31/2023 | Wells Fargo & Company MN | 36,508 | $1,429 | 12/31/2023 | PTH | 36,508 | $1,429 | 12/31/2023 | Private Advisor Group LLC | 27,242 | $1,198 | 03/31/2024 | PTH | 27,242 | $1,198 | 03/31/2024 | Susquehanna International Group LLP | 25,577 | $1,124 | 03/31/2024 | PTH | 25,577 | $1,124 | 03/31/2024 | SignalPoint Asset Management LLC | 24,234 | $1,065 | 03/31/2024 | PTH | 24,234 | $1,065 | 03/31/2024 | Advisor Group Holdings Inc. | 23,025 | $901 | 12/31/2023 | PTH | 23,025 | $901 | 12/31/2023 | Tower Research Capital LLC TRC | 22,263 | $871 | 12/31/2023 | PTH | 22,263 | $871 | 12/31/2023 | Citadel Advisors LLC | 21,504 | $842 | 12/31/2023 | PTH | 21,504 | $842 | 12/31/2023 | Commonwealth Equity Services LLC | 19,043 | $837 | 03/31/2024 | PTH | 19,043 | $837 | 03/31/2024 | Raymond James Financial Services Advisors Inc. | 17,867 | $785 | 03/31/2024 | PTH | 17,867 | $785 | 03/31/2024 | Steward Partners Investment Advisory LLC | 20,000 | $783 | 12/31/2023 | PTH | 20,000 | $783 | 12/31/2023 | Envestnet Asset Management Inc. | 18,046 | $706 | 12/31/2023 | PTH | 18,046 | $706 | 12/31/2023 | Atria Wealth Solutions Inc. | 17,722 | $694 | 12/31/2023 | PTH | 17,722 | $694 | 12/31/2023 | Royal Bank of Canada | 14,469 | $566 | 12/31/2023 | PTH | 14,469 | $566 | 12/31/2023 | Stifel Financial Corp | 13,027 | $510 | 12/31/2023 | PTH | 13,027 | $510 | 12/31/2023 | PFG Advisors | 11,053 | $486 | 03/31/2024 | PTH | 11,053 | $486 | 03/31/2024 | Concentrum Wealth Management | 8,094 | $356 | 03/31/2024 | PTH | 8,094 | $356 | 03/31/2024 | Flow Traders U.S. LLC | 8,962 | $351 | 12/31/2023 | PTH | 8,962 | $351 | 12/31/2023 | Jaffetilchin Investment Partners LLC | 8,681 | $340 | 12/31/2023 | PTH | 8,681 | $340 | 12/31/2023 | AE Wealth Management LLC | 8,196 | $325 | 12/31/2023 | PTH | 8,196 | $325 | 12/31/2023 | BEAM Asset Management LLC | 7,337 | $323 | 03/31/2024 | PTH | 7,337 | $323 | 03/31/2024 | Eagle Strategies LLC | 6,951 | $306 | 03/31/2024 | PTH | 6,951 | $306 | 03/31/2024 | MML Investors Services LLC | 7,365 | $288 | 12/31/2023 | PTH | 7,365 | $288 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 6,420 | $282 | 03/31/2024 | PTH | 6,420 | $282 | 03/31/2024 | Valmark Advisers Inc. | 6,037 | $265 | 03/31/2024 | PTH | 6,037 | $265 | 03/31/2024 | Resources Investment Advisors LLC. | 6,780 | $265 | 12/31/2023 | PTH | 6,780 | $265 | 12/31/2023 | Asset Allocation Strategies LLC | 5,922 | $260 | 03/31/2024 | PTH | 5,922 | $260 | 03/31/2024 | Cetera Investment Advisers | 5,746 | $225 | 12/31/2023 | PTH | 5,746 | $225 | 12/31/2023 | Cetera Advisor Networks LLC | 5,494 | $215 | 12/31/2023 | PTH | 5,494 | $215 | 12/31/2023 | EP Wealth Advisors LLC | 5,466 | $214 | 12/31/2023 | PTH | 5,466 | $214 | 12/31/2023 | Avaii Wealth Management LLC | 4,828 | $212 | 03/31/2024 | PTH | 4,828 | $212 | 03/31/2024 | Wealthcare Advisory Partners LLC | 4,741 | $208 | 03/31/2024 | PTH | 4,741 | $208 | 03/31/2024 | Comerica Bank | 4,731 | $185 | 12/31/2023 | PTH | 4,731 | $185 | 12/31/2023 | Glenmede Trust Co. NA | 4,041 | $158 | 12/31/2023 | PTH | 4,041 | $158 | 12/31/2023 | Benjamin F. Edwards & Company Inc. | 3,000 | $132 | 03/31/2024 | PTH | 3,000 | $132 | 03/31/2024 | Harbour Investments Inc. | 1,668 | $65 | 12/31/2023 | PTH | 1,668 | $65 | 12/31/2023 | Bellevue Asset Management LLC | 1,452 | $64 | 03/31/2024 | PTH | 1,452 | $64 | 03/31/2024 | FMR LLC | 1,575 | $62 | 12/31/2023 | PTH | 1,575 | $62 | 12/31/2023 | SOA Wealth Advisors LLC. | 1,335 | $59 | 03/31/2024 | PTH | 1,335 | $59 | 03/31/2024 | O Shaughnessy Asset Management LLC | 1,227 | $48 | 12/31/2023 | PTH | 1,227 | $48 | 12/31/2023 | Parallel Advisors LLC | 1,000 | $44 | 03/31/2024 | PTH | 1,000 | $44 | 03/31/2024 | National Bank of Canada FI | 900 | $35 | 12/31/2023 | PTH | 900 | $35 | 12/31/2023 | Signaturefd LLC | 770 | $34 | 03/31/2024 | PTH | 770 | $34 | 03/31/2024 | Geneos Wealth Management Inc. | 675 | $30 | 03/31/2024 | PTH | 675 | $30 | 03/31/2024 | GWM Advisors LLC | 759 | $30 | 12/31/2023 | PTH | 759 | $30 | 12/31/2023 | Private Trust Co. NA | 632 | $28 | 03/31/2024 | PTH | 632 | $28 | 03/31/2024 | Allworth Financial LP | 615 | $27 | 03/31/2024 | PTH | 615 | $27 | 03/31/2024 | Armor Investment Advisors LLC | 579 | $25 | 03/31/2024 | PTH | 579 | $25 | 03/31/2024 | Westside Investment Management Inc. | 555 | $24 | 03/31/2024 | PTH | 555 | $24 | 03/31/2024 | Citigroup Inc. | 600 | $23 | 12/31/2023 | PTH | 600 | $23 | 12/31/2023 | Coastal Investment Advisors Inc. | 375 | $16 | 03/31/2024 | PTH | 375 | $16 | 03/31/2024 | Capital Investment Advisory Services LLC | 300 | $13 | 03/31/2024 | PTH | 300 | $13 | 03/31/2024 | Global Retirement Partners LLC | 300 | $13 | 03/31/2024 | PTH | 300 | $13 | 03/31/2024 | CWM LLC | 273 | $12 | 03/31/2024 | PTH | 273 | $12 | 03/31/2024 | Hollencrest Capital Management | 195 | $9 | 03/31/2024 | PTH | 195 | $9 | 03/31/2024 | IFP Advisors Inc | 201 | $8 | 12/31/2023 | PTH | 201 | $8 | 12/31/2023 | Key Financial Inc | 120 | $5 | 03/31/2024 | PTH | 120 | $5 | 03/31/2024 | PFS Partners LLC | 87 | $4 | 03/31/2024 | PTH | 87 | $4 | 03/31/2024 | The PNC Financial Services Group Inc. | 106 | $4 | 12/31/2023 | PTH | 106 | $4 | 12/31/2023 | Creative Financial Designs Inc. ADV | 75 | $3 | 03/31/2024 | PTH | 75 | $3 | 03/31/2024 | Principal Securities Inc. | 87 | $3 | 12/31/2023 | PTH | 87 | $3 | 12/31/2023 | Qube Research & Technologies Ltd | 83 | $3 | 12/31/2023 | PTH | 83 | $3 | 12/31/2023 | Provence Wealth Management Group | 30 | $1 | 12/31/2023 | PTH | 30 | $1 | 12/31/2023 | Proequities Inc. | 0 | $0 | 03/31/2024 | PTH | 0 | $0 | 03/31/2024 | Transamerica Financial Advisors Inc. | 2 | $0 | 12/31/2023 | PTH | 2 | $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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