Cohen & Steers Tax-advantage
$18.46-0.2%
+$1.4M
Net Activity
-0.69% total shares
Institutions Holding
62
Popularity Rank
#5624
Avg Weight
0.03%
Total Value
$246.8M
62 institutions currently hold PTA, with 34 net buyers and 29 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
29
Net Buying Institutions
34
Top 5 by Value
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Across its top 20 institutional holders, PTA's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 6/100, avg. turnover score 27/100).
PTA ranks #5624 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
62 institutions disclose a position in PTA, but none treat it as a major bet — even Shaker Financial Services, LLC, its most concentrated holder, allocates just 0.6% of its own portfolio to it.
Morgan Stanley has added to its PTA position for two straight quarters, increasing it by $12.6M to reach $79.6M today.
Bank Of America CORP /de/ has trimmed its PTA position for two straight quarters, cutting it by $12.0M while still holding $67.6M.
PTA is down 0.2% today, but institutions show net buying of $1.4M this quarter — a divergence between today's price move and the underlying institutional flow.
+$14.0M
Total Buy Value
$17.4M
Total Sell Value
34
Net Buyers
29
Net Sellers
PTA
Q2 2026
Top 5 Institutional Movers
+$7.1M
-$4.5M
+$4.2M
+$1.9M
-$1.6M
PTA does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
19249X108
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
5,806
Total reported value
$1.8T
Held by 5806 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,251
Total reported value
$1.3T
Held by 5251 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,144
Total reported value
$670.7B
Held by 5144 institutions — one of the most-tracked stocks on AlphaSMO
Access PTA's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/PTACLI
npx alphasmo stocks get PTA