Institutional shares held 13.2 Million
64.7K calls
34.7K puts
Total value of holdings $848M
$4.16M calls
$2.23M puts
# of Institutions 420


Latest Institutional Activity in PHO

Top Purchases

Q1 2025
Soa Wealth Advisors, Llc. Shares Held: 64.7K ($4.16M)
Q1 2025
Curbstone Financial Management Corp Shares Held: 26.7K ($1.72M)
Q1 2025
Beese Fulmer Investment Management, Inc. Shares Held: 6.93K ($446K)
Q1 2025
Secure Asset Management, LLC Shares Held: 9.92K ($638K)
Q1 2025
Nbc Securities, Inc. Shares Held: 2.55K ($164K)

Top Sells

Q1 2025
Gamma Investing LLC Shares Held: 407 ($26.2K)
Q1 2025
Parsons Capital Management Inc Shares Held: 27.6K ($1.77M)
Q1 2025
Wealthcare Advisory Partners LLC Shares Held: 8.4K ($540K)
Q1 2025
Merit Financial Group, LLC Shares Held: 4.48K ($288K)
Q1 2025
Rockingstone Advisors LLC Shares Held: 31.6K ($2.03M)

About PHO

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I - Discretionary transaction×
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L - Small Acquisition×
W - Acquisition or disposition by will or laws×
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