Institutional shares held 16.6 Million
0 calls
0 puts
Total value of holdings $661M
$0 calls
$0 puts
# of Institutions 216


Latest Institutional Activity in PFEB

Top Purchases

Q4 2025
Commons Capital, LLC Shares Held: 36.9K ($1.47M)
Q4 2025
Silver Oak Securities, Inc Shares Held: 9.08K ($363K)
Q3 2025
Advisor Group Holdings, Inc. Shares Held: 1.26M ($50.4M)
Q3 2025
Vestmark Advisory Solutions, Inc. Shares Held: 83.6K ($3.34M)
Q3 2025
Sequoia Financial Advisors, LLC Shares Held: 37.4K ($1.49M)

Top Sells

Q4 2025
Brookstone Capital Management Shares Held: 156K ($6.21M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 57.2K ($2.28M)
Q4 2025
Kfg Wealth Management, LLC Shares Held: 48.7K ($1.94M)
Q4 2025
Chris Bulman Inc Shares Held: 64K ($2.55M)
Q4 2025
Noble Wealth Management Pbc Shares Held: 16.7K ($665K)

About PFEB

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