Institutional shares held 9.5 Million
0 calls
0 puts
Total value of holdings $483M
$0 calls
$0 puts
# of Institutions 147


Latest Institutional Activity in PFM

Top Purchases

Q4 2025
Steel Peak Wealth Management LLC Shares Held: 9.03K ($459K)
Q4 2025
Allspring Global Investments Holdings, LLC Shares Held: 1.6K ($81.4K)
Q4 2025
Sound Income Strategies, LLC Shares Held: 1.12K ($56.7K)
Q4 2025
Stratos Wealth Partners, Ltd. Shares Held: 9.94K ($506K)
Q4 2025
Eastern Bank Shares Held: 436 ($22.2K)

Top Sells

Q4 2025
Flagship Harbor Advisors, LLC Shares Held: 16.3K ($830K)
Q4 2025
Capital Advisory Group Advisory Services, LLC Shares Held: 53.2K ($2.7M)
Q4 2025
Sanibel Captiva Trust Company, Inc. Shares Held: 10.6K ($537K)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 9.97K ($507K)
Q4 2025
Nestegg Advisors, Inc. Shares Held: 49.5K ($2.52M)

About PFM

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