Institutional shares held 11.5 Million
0 calls
0 puts
Total value of holdings $405M
$0 calls
$0 puts
# of Institutions 106


Latest Institutional Activity in PHYL

Top Purchases

Q4 2025
Breakwater Capital Group Shares Held: 116K ($4.07M)
Q4 2025
Morris Retirement Advisors, LLC Shares Held: 35.1K ($1.24M)
Q4 2025
Capital Performance Advisors LLP Shares Held: 86.1K ($3.04M)
Q4 2025
Fifth Third Securities, Inc. Shares Held: 133K ($4.69M)
Q4 2025
Petros Family Wealth, LLC Shares Held: 18.6K ($657K)

Top Sells

Q4 2025
Gibbs Wealth Management Shares Held: 45.5K ($1.61M)
Q4 2025
Mbe Wealth Management, LLC Shares Held: 20.8K ($732K)
Q4 2025
Ffg Retirement Advisors LLC Shares Held: 31.8K ($1.12M)
Q4 2025
Farther Finance Advisors, LLC Shares Held: 219 ($7.72K)
Q4 2025
Nbt Bank N A Shares Held: 35 ($1.23K)

About PHYL

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