Institutional shares held 6.33 Million
0 calls
0 puts
Total value of holdings $220M
$0 calls
$0 puts
# of Institutions 81


Latest Institutional Activity in PHYL

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 559K ($19.4M)
Q1 2025
Wright Fund Management, LLC Shares Held: 368K ($12.8M)
Q1 2025
Advisory Resource Group Shares Held: 116K ($4.02M)
Q1 2025
Signal Advisors Wealth, LLC Shares Held: 188K ($6.53M)
Q1 2025
Ffg Retirement Advisors LLC Shares Held: 47.4K ($1.65M)

Top Sells

Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 12.6K ($438K)
Q1 2025
Fjell Capital, LLC Shares Held: 90.6K ($3.15M)
Q1 2025
Pfw Advisors LLC Shares Held: 132K ($4.58M)
Q1 2025
Resources Investment Advisors, Llc. Shares Held: 7.74K ($269K)
Q1 2025
Steph & CO Shares Held: 551 ($19.1K)

About PHYL

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
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×
C - Conversion of derivative security×
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×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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