Institutional shares held 300 Million
33.5K calls
0 puts
Total value of holdings $4.09B
$457K calls
$0 puts
# of Institutions 427


Latest Institutional Activity in PDBC

Top Purchases

Q4 2025
Sig Fig Wealth Management, LLC Shares Held: 7.64M ($104M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.17M ($16M)
Q4 2025
Genesis Private Wealth, LLC Shares Held: 102K ($1.39M)
Q4 2025
Innova Wealth Partners Shares Held: 153K ($2.09M)
Q4 2025
Brookstone Capital Management Shares Held: 577K ($7.88M)

Top Sells

Q4 2025
Core Cap Advisors, LLC Shares Held: 197K ($2.7M)
Q4 2025
Farther Finance Advisors, LLC Shares Held: 82.7K ($1.13M)
Q4 2025
Alhambra Investment Partners LLC Shares Held: 106K ($1.44M)
Q4 2025
Aspect Partners, LLC Shares Held: 465K ($6.35M)
Q4 2025
Wolff Wiese Magana LLC Shares Held: 1.45K ($19.8K)

About PDBC

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