Institutional shares held 4.5 Million
0 calls
0 puts
Total value of holdings $80.1M
$0 calls
$0 puts
# of Institutions 62


Latest Institutional Activity in PIE

Top Purchases

Q1 2025
Morgan Rosel Wealth Management, LLC Shares Held: 39.2K ($698K)
Q1 2025
Envestnet Asset Management Inc Shares Held: 66.2K ($1.18M)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 60 ($1.07K)
Q4 2024
Raymond James Financial Inc Shares Held: 670K ($11.9M)
Q4 2024
Old Mission Capital LLC Shares Held: 460K ($8.18M)

Top Sells

Q1 2025
Maltin Wealth Management, Inc. Shares Held: 156K ($2.78M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 77.4K ($1.38M)
Q1 2025
Whipplewood Advisors, LLC Shares Held: 165 ($2.94K)
Q1 2025
New Square Capital LLC Shares Held: 172K ($3.06M)
Q1 2025
Pfg Investments, LLC Shares Held: 11.2K ($199K)

About PIE

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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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