Institutional shares held 3.31 Million
5.7K calls
10.5K puts
Total value of holdings $67.2M
$115K calls
$213K puts
# of Institutions 143


Latest Institutional Activity in PBW

Top Purchases

Q3 2024
Gateway Wealth Partners, LLC Shares Held: 33K ($685K)
Q3 2024
Moller Financial Services Shares Held: 36.6K ($759K)
Q3 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 13.7K ($284K)
Q3 2024
Tanglewood Legacy Advisors, LLC Shares Held: 1.21K ($25.1K)
Q3 2024
Financial Perspectives, Inc Shares Held: 581 ($12.1K)

Top Sells

Q3 2024
Harel Insurance Investments & Financial Services Ltd. Shares Held: 49 ($1.02K)
Q3 2024
Commonwealth Equity Services, LLC Shares Held: 50K ($1.04M)
Q3 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 46.9K ($973K)
Q3 2024
Cambridge Investment Research Advisors, Inc. Shares Held: 13.1K ($271K)
Q3 2024
Townsend Asset Management Corp Shares Held: 3.55K ($73.7K)

About PBW

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