|
|
|
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 | 916,373 | $12,133 | 12/31/2023 | PTY | 916,373 | $12,133 | 12/31/2023 | Penserra Capital Management LLC | 893,271 | $11,826 | 12/31/2023 | PTY | 893,271 | $11,826 | 12/31/2023 | 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. | 459,455 | $6,083 | 12/31/2023 | PTY | 459,455 | $6,083 | 12/31/2023 | Cetera Advisor Networks LLC | 385,532 | $5,104 | 12/31/2023 | PTY | 385,532 | $5,104 | 12/31/2023 | Proequities Inc. | 374,921 | $5,006 | 12/31/2023 | PTY | 374,921 | $5,006 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 367,766 | $4,869 | 12/31/2023 | PTY | 367,766 | $4,869 | 12/31/2023 | Private Advisor Group LLC | 326,392 | $4,321 | 12/31/2023 | PTY | 326,392 | $4,321 | 12/31/2023 | Cetera Investment Advisers | 303,767 | $4,022 | 12/31/2023 | PTY | 303,767 | $4,022 | 12/31/2023 | SYM FINANCIAL Corp | 294,137 | $3,894 | 12/31/2023 | PTY | 294,137 | $3,894 | 12/31/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 264,500 | $3,502 | 12/31/2023 | PTY | 264,500 | $3,502 | 12/31/2023 | Evergreen Wealth Management LLC | 261,606 | $3,464 | 12/31/2023 | PTY | 261,606 | $3,464 | 12/31/2023 | Envestnet Asset Management Inc. | 257,263 | $3,406 | 12/31/2023 | PTY | 257,263 | $3,406 | 12/31/2023 | Accel Wealth Management | 255,580 | $3,384 | 12/31/2023 | PTY | 255,580 | $3,384 | 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 | 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 | M&T Bank Corp | 95,580 | $1,265 | 12/31/2023 | PTY | 95,580 | $1,265 | 12/31/2023 | Parallel Advisors LLC | 93,459 | $1,237 | 12/31/2023 | PTY | 93,459 | $1,237 | 12/31/2023 | Raymond James & Associates | 86,823 | $1,150 | 12/31/2023 | PTY | 86,823 | $1,150 | 12/31/2023 | Exencial Wealth Advisors LLC | 85,503 | $1,132 | 12/31/2023 | PTY | 85,503 | $1,132 | 12/31/2023 | UBS Group AG | 80,576 | $1,067 | 12/31/2023 | PTY | 80,576 | $1,067 | 12/31/2023 | C2C Wealth Management LLC | 76,746 | $1,012 | 12/31/2023 | PTY | 76,746 | $1,012 | 12/31/2023 | Cornerstone Wealth Management LLC | 69,161 | $916 | 12/31/2023 | PTY | 69,161 | $916 | 12/31/2023 | 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 | Covenant Asset Management LLC | 59,285 | $785 | 12/31/2023 | PTY | 59,285 | $785 | 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 | Atria Wealth Solutions Inc. | 53,224 | $711 | 12/31/2023 | PTY | 53,224 | $711 | 12/31/2023 | Cresta Advisors Ltd. | 51,705 | $685 | 12/31/2023 | PTY | 51,705 | $685 | 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 | TFB Advisors LLC | 44,792 | $593 | 12/31/2023 | PTY | 44,792 | $593 | 12/31/2023 | Nwam LLC | 42,093 | $557 | 12/31/2023 | PTY | 42,093 | $557 | 12/31/2023 | Western Wealth Management LLC | 41,399 | $548 | 12/31/2023 | PTY | 41,399 | $548 | 12/31/2023 | The PNC Financial Services Group Inc. | 40,647 | $538 | 12/31/2023 | PTY | 40,647 | $538 | 12/31/2023 | All Season Financial Advisors Inc. | 35,535 | $528 | 03/31/2024 | PTY | 35,535 | $528 | 03/31/2024 | Janney Montgomery Scott LLC | 39,705 | $526 | 12/31/2023 | PTY | 39,705 | $526 | 12/31/2023 | Hollencrest Capital Management | 37,987 | $503 | 12/31/2023 | PTY | 37,987 | $503 | 12/31/2023 | Madison Wealth Partners Inc | 37,483 | $496 | 12/31/2023 | PTY | 37,483 | $496 | 12/31/2023 | RSM US Wealth Management LLC | 36,646 | $490 | 12/31/2023 | PTY | 36,646 | $490 | 12/31/2023 | D.A. Davidson & CO. | 36,706 | $486 | 12/31/2023 | PTY | 36,706 | $486 | 12/31/2023 | Semus Wealth Partners LLC | 35,926 | $476 | 12/31/2023 | PTY | 35,926 | $476 | 12/31/2023 | Ausdal Financial Partners Inc. | 31,772 | $472 | 03/31/2024 | PTY | 31,772 | $472 | 03/31/2024 | Raymond James Trust N.A. | 35,645 | $472 | 12/31/2023 | PTY | 35,645 | $472 | 12/31/2023 | 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 | HighTower Advisors LLC | 33,587 | $447 | 12/31/2023 | PTY | 33,587 | $447 | 12/31/2023 | Verus Capital Partners LLC | 32,609 | $432 | 12/31/2023 | PTY | 32,609 | $432 | 12/31/2023 | Sheaff Brock Investment Advisors LLC | 31,526 | $417 | 12/31/2023 | PTY | 31,526 | $417 | 12/31/2023 | Dodds Wealth LLC | 29,761 | $394 | 12/31/2023 | PTY | 29,761 | $394 | 12/31/2023 | Cetera Advisors LLC | 28,137 | $373 | 12/31/2023 | PTY | 28,137 | $373 | 12/31/2023 | Integrity Financial Corp WA | 26,019 | $344 | 12/31/2023 | PTY | 26,019 | $344 | 12/31/2023 | Optimum Investment Advisors | 22,900 | $341 | 03/31/2024 | PTY | 22,900 | $341 | 03/31/2024 | GHE LLC | 25,350 | $336 | 12/31/2023 | PTY | 25,350 | $336 | 12/31/2023 | 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 | GSB Wealth Management LLC | 20,148 | $267 | 12/31/2023 | PTY | 20,148 | $267 | 12/31/2023 | Wealth Alliance Advisory Group LLC | 17,847 | $265 | 03/31/2024 | PTY | 17,847 | $265 | 03/31/2024 | Elequin Capital LP | 19,175 | $254 | 12/31/2023 | PTY | 19,175 | $254 | 12/31/2023 | 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 | 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 | Gill Capital Partners LLC | 18,686 | $247 | 12/31/2023 | PTY | 18,686 | $247 | 12/31/2023 | Sunbelt Securities Inc. | 16,243 | $242 | 03/31/2024 | PTY | 16,243 | $242 | 03/31/2024 | Avantax Advisory Services Inc. | 17,576 | $233 | 12/31/2023 | PTY | 17,576 | $233 | 12/31/2023 | 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 | Spire Wealth Management | 16,627 | $226 | 12/31/2023 | PTY | 16,627 | $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 | BEAM Asset Management LLC | 16,435 | $218 | 12/31/2023 | PTY | 16,435 | $218 | 12/31/2023 | SFI Advisors LLC | 15,618 | $207 | 12/31/2023 | PTY | 15,618 | $207 | 12/31/2023 | Copperwynd Financial LLC | 15,250 | $202 | 12/31/2023 | PTY | 15,250 | $202 | 12/31/2023 | Collaborative Wealth Managment Inc. | 15,254 | $202 | 12/31/2023 | PTY | 15,254 | $202 | 12/31/2023 | 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 | Sigma Planning Corp | 14,429 | $191 | 12/31/2023 | PTY | 14,429 | $191 | 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 | Williams Jones Wealth Management LLC. | 14,030 | $186 | 12/31/2023 | PTY | 14,030 | $186 | 12/31/2023 | 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 | Strategic Financial Concepts LLC | 13,467 | $178 | 12/31/2023 | PTY | 13,467 | $178 | 12/31/2023 | Oarsman Capital Inc. | 13,317 | $176 | 12/31/2023 | PTY | 13,317 | $176 | 12/31/2023 | HB Wealth Management LLC | 13,290 | $176 | 12/31/2023 | PTY | 13,290 | $176 | 12/31/2023 | Stratos Wealth Partners LTD. | 11,601 | $173 | 03/31/2024 | PTY | 11,601 | $173 | 03/31/2024 | Lincoln National Corp | 12,792 | $169 | 12/31/2023 | PTY | 12,792 | $169 | 12/31/2023 | TFG Advisers LLC | 12,756 | $169 | 12/31/2023 | PTY | 12,756 | $169 | 12/31/2023 | Southland Equity Partners LLC | 11,221 | $167 | 03/31/2024 | PTY | 11,221 | $167 | 03/31/2024 | Advisory Services Network LLC | 12,462 | $165 | 12/31/2023 | PTY | 12,462 | $165 | 12/31/2023 | Instrumental Wealth LLC | 11,994 | $165 | 12/31/2023 | PTY | 11,994 | $165 | 12/31/2023 | Prime Capital Investment Advisors LLC | 11,626 | $154 | 12/31/2023 | PTY | 11,626 | $154 | 12/31/2023 | CFO4Life Group LLC | 11,305 | $150 | 12/31/2023 | PTY | 11,305 | $150 | 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 | Coastal Investment Advisors Inc. | 10,208 | $135 | 12/31/2023 | PTY | 10,208 | $135 | 12/31/2023 | 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 | 8,592 | $114 | 12/31/2023 | PTY | 8,592 | $114 | 12/31/2023 | Private Trust Co. NA | 8,009 | $106 | 12/31/2023 | PTY | 8,009 | $106 | 12/31/2023 | AlphaMark Advisors LLC | 7,904 | $105 | 12/31/2023 | PTY | 7,904 | $105 | 12/31/2023 | 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 | $66 | 12/31/2023 | PTY | 5,000 | $66 | 12/31/2023 | CWM LLC | 3,577 | $53 | 03/31/2024 | PTY | 3,577 | $53 | 03/31/2024 | FNY Investment Advisers LLC | 3,200 | $42 | 12/31/2023 | PTY | 3,200 | $42 | 12/31/2023 | 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 | Global Retirement Partners LLC | 2,547 | $35 | 12/31/2023 | PTY | 2,547 | $35 | 12/31/2023 | Webster Bank N. A. | 2,200 | $33 | 03/31/2024 | PTY | 2,200 | $33 | 03/31/2024 | Geneos Wealth Management Inc. | 2,510 | $33 | 12/31/2023 | PTY | 2,510 | $33 | 12/31/2023 | 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 | $21 | 12/31/2023 | PTY | 1,600 | $21 | 12/31/2023 | Farther Finance Advisors LLC | 1,575 | $21 | 12/31/2023 | PTY | 1,575 | $21 | 12/31/2023 | ZRC Wealth Management LLC | 1,436 | $19 | 12/31/2023 | PTY | 1,436 | $19 | 12/31/2023 | South State CORP. | 1,390 | $18 | 12/31/2023 | PTY | 1,390 | $18 | 12/31/2023 | AllSquare Wealth Management LLC | 1,200 | $16 | 12/31/2023 | PTY | 1,200 | $16 | 12/31/2023 | Princeton Global Asset Management LLC | 1,065 | $14 | 12/31/2023 | PTY | 1,065 | $14 | 12/31/2023 | 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 | UMB Bank N A MO | 500 | $7 | 12/31/2023 | PTY | 500 | $7 | 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 | Coston McIsaac & Partners | 428 | $6 | 03/31/2024 | PTY | 428 | $6 | 03/31/2024 | Householder Group Estate & Retirement Specialist LLC | 232 | $3 | 12/31/2023 | PTY | 232 | $3 | 12/31/2023 | 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 | Gradient Investments LLC | 86 | $1 | 12/31/2023 | PTY | 86 | $1 | 12/31/2023 | FMR LLC | 4 | $0 | 12/31/2023 | PTY | 4 | $0 | 12/31/2023 | Tradewinds Capital Management LLC | 11 | $0 | 12/31/2023 | PTY | 11 | $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
|
|