Institutional shares held 14.1 Million
73.6K calls
134K puts
Total value of holdings $255M
$1.33M calls
$2.41M puts
# of Institutions 135


Latest Institutional Activity in PHB

Top Purchases

Q1 2025
Patriot Financial Group Insurance Agency, LLC Shares Held: 15.4K ($279K)
Q1 2025
Aurora Private Wealth, Inc. Shares Held: 15K ($271K)
Q1 2025
Prairiewood Capital, LLC Shares Held: 61.3K ($1.11M)
Q1 2025
Consolidated Portfolio Review Corp Shares Held: 13.9K ($250K)
Q1 2025
Nbc Securities, Inc. Shares Held: 1.11K ($20K)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 326K ($5.88M)
Q1 2025
Truist Financial Corp Shares Held: 284K ($5.12M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 22.5K ($407K)
Q1 2025
Seros Financial, LLC Shares Held: 51.7K ($933K)
Q1 2025
Vontobel Holding Ltd. Shares Held: 209K ($3.77M)

About PHB

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P - Open market or private purchase×
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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×
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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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