Institutional shares held 1.07 Million
0 calls
0 puts
Total value of holdings $54.4M
$0 calls
$0 puts
# of Institutions 21


Latest Institutional Activity in PFRL

Top Purchases

Q3 2024
Moody National Bank Trust Division Shares Held: 106K ($5.39M)
Q3 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 14.5K ($736K)
Q3 2024
Concourse Financial Group Securities, Inc. Shares Held: 0 ($0)
Q2 2024
Jane Street Group, LLC Shares Held: 78.7K ($3.99M)
Q2 2024
Founders Financial Securities LLC Shares Held: 116K ($5.86M)

Top Sells

Q3 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 141K ($7.13M)
Q3 2024
Ameritas Advisory Services, LLC Shares Held: 14.4K ($728K)
Q3 2024
Aj Advisors, LLC Shares Held: 5.82K ($295K)
Q2 2024
Atria Wealth Solutions, Inc. Shares Held: 7.6K ($385K)
Q1 2024
Ifp Advisors, Inc Shares Held: 957 ($48.5K)

About PFRL

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