Institutional shares held 11.7 Million
17K calls
0 puts
Total value of holdings $216M
$315K calls
$0 puts
# of Institutions 123


Latest Institutional Activity in PHB

Top Purchases

Q4 2025
Mbl Wealth, LLC Shares Held: 380K ($7.05M)
Q4 2025
Capital Planning LLC Shares Held: 11.9K ($221K)
Q4 2025
Revolve Wealth Partners, LLC Shares Held: 331K ($6.14M)
Q4 2025
Colorado Capital Management, Inc. Shares Held: 221K ($4.09M)
Q4 2025
Great Waters Wealth Management Shares Held: 48.6K ($902K)

Top Sells

Q4 2025
Towercrest Capital Management Shares Held: 20.8K ($386K)
Q4 2025
Alliance Wealth Management Group Shares Held: 20.8K ($386K)
Q4 2025
Prime Capital Investment Advisors, LLC Shares Held: 42.9K ($796K)
Q4 2025
Moller Financial Services Shares Held: 51.6K ($956K)
Q3 2025
Tcfg Wealth Management, LLC Shares Held: 12.4K ($231K)

About PHB

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