Institutional shares held 2.51 Million
0 calls
0 puts
Total value of holdings $45.3M
$0 calls
$0 puts
# of Institutions 31


Latest Institutional Activity in PFFR

Top Purchases

Q1 2025
Janney Montgomery Scott LLC Shares Held: 33.2K ($600K)
Q1 2025
Envestnet Asset Management Inc Shares Held: 54.5K ($984K)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 168K ($3.04M)
Q1 2025
Nbc Securities, Inc. Shares Held: 898 ($16.2K)
Q4 2024
Raymond James Financial Inc Shares Held: 763K ($13.8M)

Top Sells

Q1 2025
Diversify Wealth Management, LLC Shares Held: 17.1K ($309K)
Q1 2025
Sound Income Strategies, LLC Shares Held: 0 ($0)
Q4 2024
Lpl Financial LLC Shares Held: 79.7K ($1.44M)
Q4 2024
Morgan Stanley Shares Held: 1.47K ($26.6K)
Q4 2024
Royal Bank Of Canada Shares Held: 55.9K ($1.01M)

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P - Open market or private purchase×
S - Open market or private sale×
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A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
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