Institutional shares held 12.3 Million
26.4K calls
13.9K puts
Total value of holdings $253M
$543K calls
$286K puts
# of Institutions 169


Latest Institutional Activity in PFFA

Top Purchases

Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 502K ($10.3M)
Q1 2025
Advisor Net Financial, Inc Shares Held: 115K ($2.38M)
Q1 2025
Future Financial Wealth Managment LLC Shares Held: 124K ($2.56M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 163K ($3.36M)
Q1 2025
True Mark Investments, LLC Shares Held: 62.2K ($1.28M)

Top Sells

Q1 2025
Robertson Stephens Wealth Management, LLC Shares Held: 9.62K ($198K)
Q1 2025
Secure Asset Management, LLC Shares Held: 183K ($3.78M)
Q1 2025
U.S. Capital Wealth Advisors, LLC Shares Held: 153K ($3.15M)
Q1 2025
Pfg Investments, LLC Shares Held: 27.9K ($576K)
Q1 2025
Stratos Wealth Partners, Ltd. Shares Held: 9.61K ($198K)

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I - Discretionary transaction×
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E - Expiration of short derivative position×
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X - Exercise of in-the-money or at-the-money derivatives securities×
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W - Acquisition or disposition by will or laws×
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