Institutional shares held 204 Million
54.9K calls
17.5K puts
Total value of holdings $2.26B
$608K calls
$193K puts
# of Institutions 516


Latest Institutional Activity in PGX

Top Purchases

Q1 2025
Checchi Capital Advisers, LLC Shares Held: 1.39M ($15.4M)
Q1 2025
Buck Wealth Strategies, LLC Shares Held: 113K ($1.25M)
Q1 2025
Mirae Asset Global Investments Co., Ltd. Shares Held: 100K ($1.11M)
Q1 2025
Rfg Advisory, LLC Shares Held: 550K ($6.1M)
Q1 2025
Albion Financial Group Shares Held: 165K ($1.83M)

Top Sells

Q1 2025
Spectrum Asset Management, Inc. Shares Held: 3.64M ($40.3M)
Q1 2025
Advisors Management Group Inc Shares Held: 15.9K ($176K)
Q1 2025
Iowa State Bank Shares Held: 101K ($1.12M)
Q1 2025
Principal Financial Group Inc Shares Held: 51.3K ($569K)
Q1 2025
Cherry Tree Wealth Management, LLC Shares Held: 131K ($1.45M)

About PGX

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P - Open market or private purchase×
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D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
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X - Exercise of in-the-money or at-the-money derivatives securities×
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L - Small Acquisition×
W - Acquisition or disposition by will or laws×
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