Institutional shares held 3.61 Million
2.5K calls
18.5K puts
Total value of holdings $57.7M
$39K calls
$295K puts
# of Institutions 150


Latest Institutional Activity in PBW

Top Purchases

Q1 2025
Cx Institutional Shares Held: 46.6K ($743K)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 25.2K ($402K)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 83.3K ($1.33M)
Q1 2025
Stonebridge Financial Group, LLC Shares Held: 366 ($5.83K)
Q1 2025
Private Trust CO Na Shares Held: 117 ($1.86K)

Top Sells

Q1 2025
Truist Financial Corp Shares Held: 25.8K ($411K)
Q1 2025
Envestnet Asset Management Inc Shares Held: 14.2K ($226K)
Q1 2025
Townsend Asset Management Corp Shares Held: 2.76K ($43.9K)
Q1 2025
Moller Financial Services Shares Held: 33.2K ($530K)
Q1 2025
First Horizon Advisors, Inc. Shares Held: 794 ($12.6K)

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