There is a long list of 159 institutional holders of PTY 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 PTY by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-PTY table below, the initial column indicates the name of each top institutional holder of PTY, with a link to that fund's top holdings. The next columns indicate the amount of PTY stock held by each of the institutional holders of PTY, followed by the PTY 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
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